Institutional Fund
Investment Partners Asset Management, Inc.
Metuchen, NJCIK 13844165 filings on record
Portfolio Value
$161.96M
Q1 2026
Holdings
163
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+0.8%
from $160.64M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.5%
- J P Morgan Exchange Traded F3.8%
- Global X Fds3.4%
- Alphabet Inc3.1%
- Microsoft Corp2.9%
- Nvidia Corporation2.6%
- Other78.7%
Portfolio Holdings
163 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 35.1K | $8.90M | 5.5% | −125 | Reduced |
| 2 | J P Morgan Exchange Traded F | 108.3K | $6.14M | 3.8% | +3.3K | Added |
| 3 | Global X Fds | 253.7K | $5.54M | 3.4% | +19.4K | Added |
| 4 | Alphabet Inc | 17.2K | $4.94M | 3.1% | −250 | Reduced |
| 5 | Microsoft Corp | 12.8K | $4.73M | 2.9% | +265 | Added |
| 6 | Nvidia Corporation | 24.4K | $4.25M | 2.6% | +79 | Added |
| 7 | Pimco ETF Tr | 153.4K | $4.02M | 2.5% | +19.0K | Added |
| 8 | Neos ETF Trust | 72.4K | $3.58M | 2.2% | +1.9K | Added |
| 9 | J P Morgan Exchange Traded F | 60.0K | $3.33M | 2.1% | +5.7K | Added |
| 10 | Ishares Tr | 27.5K | $2.85M | 1.8% | +918 | Added |
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