Investors Asset Management of Georgia Inc. /Ga/

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), Investors Asset Management of Georgia Inc. /Ga/ reported 159 stock positions worth $204.9 million. Its top holding was Equifax (EFX) at 11.0% of the portfolio, followed by Corecard (CCRD, 3.4%) and JPMorgan Chase (JPM, 3.2%). Compared with Q3 2024, it opened 2 new positions, sold out of 8, added to 35 and reduced 81. The biggest buy was SS Financial Select Sector (XLF, shares +7%) and the biggest sale Equifax (EFX, shares −0%).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0000867926
Portfolio Value
$204.9M (Q4 2024)
SEC Filing
0001062993-25-001454 ↗ filed Feb 3, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $212.3M Q1 2024 Q2 2024: $205.2M Q2 2024 Q3 2024: $211.8M Q3 2024 Q4 2024: $204.9M $204.9M Q4 2024 Q1 2025: $197.5M Q1 2025 Q2 2025: $216.1M Q2 2025 Q3 2025: $234.6M Q3 2025 Q4 2025: $241.7M Q4 2025 Q1 2026: $244.3M Q1 2026 Q2 2026: $287.7M Q2 2026

Holdings 159 stocks · $204.9M
EFX Equifax Inc. 10.98% 88,298 $22.5M Reduce -0.2%
CCRD Corecard Corp. 3.37% 303,771 $6.9M Reduce -1.1%
JPM JPMorgan Chase & Co. 3.22% 27,477 $6.6M Reduce -0.1%
MSFT Microsoft Corp. 3.08% 14,994 $6.3M Reduce -0.8%
LLY Eli Lilly & Co. 2.70% 7,160 $5.5M Reduce -5.8%
HD Home Depot Inc. 2.68% 14,116 $5.5M Reduce -1.1%
FIS Fidelity National Info Serv 2.66% 67,368 $5.4M Add +0.0%
IWM iShares Russell 2000 ETF 2.62% 24,286 $5.4M Add +3.0%
BELFB Bel Fuse Inc. Class B 2.13% 53,000 $4.4M Reduce -1.4%
CVX Chevron Corp. 2.08% 29,385 $4.3M Reduce -0.3%
AAPL Apple Inc. 2.05% 16,753 $4.2M Reduce -1.8%
XLF SS Financial Select Sector 1.89% 85,617 $3.9M Add +7.2%
AMD Advanced Micro Devices 1.59% 26,994 $3.3M Reduce -1.5%
ABBV Abbvie Inc. 1.51% 17,362 $3.1M Reduce -1.4%
CAT Caterpillar Inc. 1.35% 7,635 $2.8M Reduce -1.6%
OKE Oneok Inc. 1.30% 26,605 $2.7M Add +0.0%
PFE Pfizer Inc. 1.25% 96,185 $2.6M Add +9.5%
AXP American Express Co. 1.23% 8,479 $2.5M Reduce -0.6%
KO The Coca-Cola Co. 1.10% 36,048 $2.2M Reduce -0.8%
COST Costco Wholesale Corp. 1.06% 2,370 $2.2M No change
QQQ Invesco QQQ Trust Series 1 1.04% 4,178 $2.1M Reduce -5.0%
VTI VG Morningstar TS MKT ETF-US 1.04% 7,355 $2.1M Add +0.3%
MCD McDonald's Corp. 1.00% 7,043 $2.0M Add +0.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.97% 45,364 $2.0M Reduce -3.3%
GE General Electric filed as GE AEROSPACE 0.96% 11,794 $2.0M Add +0.3%
PM Philip Morris International 0.94% 15,934 $1.9M No change
MO Altria Group Inc. 0.93% 36,311 $1.9M Reduce -0.8%
BX Blackstone Inc. 0.92% 10,908 $1.9M Reduce -4.1%
MRK Merck & Co. Inc. 0.89% 18,366 $1.8M Reduce -1.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.89% 8,307 $1.8M Reduce -0.6%
CSCO Cisco Systems Inc. 0.89% 30,810 $1.8M Reduce -0.9%
VYM Vanguard High DVD Yield ETF 0.89% 14,228 $1.8M Reduce -1.4%
LMT Lockheed Martin Corp. 0.88% 3,714 $1.8M No change
LGTY Logility Supply Chain Soluti 0.87% 160,714 $1.8M Add +1.0%
GILD Gilead Sciences Inc. 0.83% 18,467 $1.7M Add +0.0%
TT Trane Technologies PLC 0.78% 4,305 $1.6M Reduce -2.7%
BA The Boeing Co. 0.77% 8,877 $1.6M Add +3.5%
ITW Illinois Tool Works 0.76% 6,100 $1.5M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.75% 2,626 $1.5M Reduce -0.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.75% 13,800 $1.5M Reduce -2.3%
XOM Exxon Mobil Corp. 0.74% 14,149 $1.5M Add +0.0%
TGT Target Corp. 0.74% 11,251 $1.5M Reduce -0.2%
MCK McKesson Corp. 0.71% 2,554 $1.5M No change
VOO Vanguard S&P 500 ETF 0.67% 2,551 $1.4M Add +0.2%
WFC Wells Fargo & Co. 0.67% 19,521 $1.4M Reduce -0.5%
JNJ Johnson & Johnson 0.65% 9,160 $1.3M No change
COP Conocophillips 0.64% 13,196 $1.3M Reduce -1.1%
RTX RTX Corp. 0.62% 10,964 $1.3M Reduce -2.0%
AVDL Avadel Pharmaceuticals Ltd. 0.62% 120,275 $1.3M Add +21.4%
OXY Occidental Petroleum Corp. 0.61% 25,245 $1.2M Reduce -0.7%
AVGO Broadcom Inc. 0.60% 5,290 $1.2M No change
T AT&T Inc. 0.59% 53,343 $1.2M Reduce -2.0%
SNV Synovus Financial Corp. 0.59% 23,476 $1.2M Add +1.7%
RF Regions Financial Corp. 0.59% 51,072 $1.2M Reduce -0.4%
PG The Procter & Gamble Co. 0.56% 6,822 $1.1M Reduce -1.4%
MDLZ Mondelez International Inc. Class A 0.53% 18,326 $1.1M Reduce -3.2%
TRV The Travelers Cos Inc. 0.53% 4,511 $1.1M No change
BP BP PLC-Spons ADR 0.51% 35,423 $1.0M Reduce -5.8%
KHC The Kraft Heinz Co. 0.50% 33,664 $1.0M Reduce -0.1%
AZN Astrazeneca PLC-Spons ADR 0.49% 15,340 $1.0M Reduce -2.5%
PFC Premier Financial Corp. 0.46% 36,623 $936K Reduce -10.4%
UPS United Parcel Service Class B 0.45% 7,387 $932K Add +2.1%
F Ford Motor Co. filed as FORD MTR CO 0.45% 93,466 $925K Reduce -6.7%
NFLX Netflix Inc. 0.44% 1,015 $905K No change
WMT Walmart Inc. 0.43% 9,808 $886K No change
AGM Federal Agric MTG Corp. Class C 0.41% 4,230 $833K Reduce -2.3%
ODP The Odp Corp. filed as THE ODP CORP 0.40% 35,976 $818K Reduce -4.3%
ORCL Oracle Corp. 0.39% 4,850 $808K No change
GEV GE Vernova Inc. 0.39% 2,433 $800K Reduce -0.8%
FNF Fidelity National Financial 0.36% 13,313 $747K Add +0.0%
XLE SS Energy Select Sector 0.36% 8,578 $735K Reduce -3.0%
CLX Clorox Company 0.35% 4,477 $727K No change
VZ Verizon Communications Inc. 0.35% 18,139 $725K Reduce -3.0%
AFL Aflac Inc. 0.35% 6,921 $716K Reduce -1.6%
MMM 3M Co. 0.34% 5,377 $694K Add +1.3%
LIN Linde PLC 0.33% 1,620 $678K Reduce -1.5%
ALL Allstate Corp. 0.33% 3,455 $666K Reduce -3.4%
NOK Nokia Corp.-Spon ADR 0.32% 146,285 $648K Reduce -0.1%
IP International Paper Co. 0.31% 11,917 $641K No change
AMZN Amazon.com Inc. 0.31% 2,905 $637K Reduce -1.7%
KMI Kinder Morgan Inc. 0.30% 22,690 $622K No change
FCX Freeport-McMoran Inc. 0.30% 16,136 $616K Add +3.6%
HPE Hewlett Packard Enterprise 0.30% 28,344 $605K Reduce -2.4%
INTC Intel Corp. 0.28% 29,103 $584K Reduce -9.5%
GIS General Mills Inc. 0.28% 9,122 $582K Add +0.0%
CSX CSX Corp. 0.27% 17,406 $562K Add +0.0%
C Citigroup Inc. 0.27% 7,750 $546K Reduce -0.0%
ABT Abbott Laboratories 0.26% 4,735 $536K No change
DOW Dow Inc. 0.26% 13,297 $534K Add +5.5%
NWL Newell Brands Inc. 0.24% 49,977 $498K Reduce -3.1%
BMY Bristol-Myers Squibb Co. 0.24% 8,557 $484K Add +10.1%
KMB Kimberly-Clark Corp. 0.23% 3,660 $480K No change
WMB Williams Cos Inc. 0.23% 8,592 $465K Reduce -4.4%
XLV SS Health Care Select Sector 0.22% 3,334 $459K Reduce -0.1%
SW Smurfit Westrock PLC 0.22% 8,435 $454K Reduce -1.8%
UNM Unum Group 0.22% 6,214 $454K Add +0.1%
FITB Fifth Third Bancorp 0.22% 10,650 $450K Reduce -2.1%
BRK.B Berkshire Hathaway Inc. Class B 0.22% 990 $449K No change
CVS CVS Health Corp. 0.22% 9,905 $445K Reduce -7.6%
NVDA Nvidia Corp. 0.21% 3,205 $430K Add +41.5%

Show all 159 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $248K (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 9,010$248KReduce -0.2%

Total filed on the 13F, all lines: $205.1M.

Portfolio Sells Q3 2024 → Q4 2024
EFX Equifax Inc. Reduce -0.2% 10.98% −1.29
AMD Advanced Micro Devices Reduce -1.5% 1.59% −0.53
LLY Eli Lilly & Co. Reduce -5.8% 2.70% −0.48
PRMW Primo Water Corp. Sold out 0.00% −0.19
AMGN Amgen Inc. Sold out 0.00% −0.14
KO The Coca-Cola Co. Reduce -0.8% 1.10% −0.14
ABBV Abbvie Inc. Reduce -1.4% 1.51% −0.14
ODP The Odp Corp. Reduce -4.3% 0.40% −0.13
MDLZ Mondelez International Inc. Class A Reduce -3.2% 0.53% −0.12
ALB Albemarle Corp. Sold out 0.00% −0.11
MRK Merck & Co. Inc. Reduce -1.1% 0.89% −0.10
CVS CVS Health Corp. Reduce -7.6% 0.22% −0.10
GEHC GE Healthcare Technology Sold out 0.00% −0.10
VPU Vanguard Utilities ETF Sold out 0.00% −0.10
BIIB Biogen Inc. Sold out 0.00% −0.09
AZN Astrazeneca PLC-Spons ADR Reduce -2.5% 0.49% −0.09
TGT Target Corp. Reduce -0.2% 0.74% −0.09
IVZ Invesco Ltd. Sold out 0.00% −0.09
CAT Caterpillar Inc. Reduce -1.6% 1.35% −0.08
RUN Sunrun Inc. Reduce -7.8% 0.08% −0.08
INTC Intel Corp. Reduce -9.5% 0.28% −0.07
DVN Devon Energy Corp. Reduce -11.8% 0.19% −0.06
KHC The Kraft Heinz Co. Reduce -0.1% 0.50% −0.05
MPC Marathon Petroleum Corp. Reduce -25.4% 0.10% −0.05
HD Home Depot Inc. Reduce -1.1% 2.68% −0.05
F Ford Motor Co. Reduce -6.7% 0.45% −0.05
BGS B&G Foods Inc. Reduce -1.9% 0.18% −0.05
BP BP PLC-Spons ADR Reduce -5.8% 0.51% −0.05
LUMN Lumen Technologies Inc. Reduce -3.5% 0.13% −0.04
VZ Verizon Communications Inc. Reduce -3.0% 0.35% −0.04
LIN Linde PLC Reduce -1.5% 0.33% −0.04
TT Trane Technologies PLC Reduce -2.7% 0.78% −0.04
FSCO FS Credit Opportunities Corp. Sold out 0.00% −0.03
DD Dupont DE Nemours Inc. Reduce -0.5% 0.19% −0.03
COP Conocophillips Reduce -1.1% 0.64% −0.02
PSX Phillips 66 Reduce -3.6% 0.15% −0.02
AFL Aflac Inc. Reduce -1.6% 0.35% −0.02
GD General Dynamics Corp. Reduce -2.0% 0.16% −0.02
RTX RTX Corp. Reduce -2.0% 0.62% −0.02
IR Ingersoll-Rand Inc. Reduce -6.5% 0.16% −0.02
XLV SS Health Care Select Sector Reduce -0.1% 0.22% −0.02
HPQ HP Inc. Reduce -3.9% 0.16% −0.02
LOW Lowe's Cos Inc. Reduce -2.0% 0.21% −0.02
MP MP Materials Corp. Reduce -1.9% 0.12% −0.01
HAL Halliburton Co. Reduce -4.4% 0.15% −0.01
TXN Texas Instruments Inc. Reduce -1.6% 0.14% −0.01
DVY iShares Select Dividend ETF Reduce -7.7% 0.14% −0.01
FLO Flowers Foods Inc. Reduce -0.4% 0.12% −0.01
OXY Occidental Petroleum Corp. Reduce -0.7% 0.61% −0.01
PG The Procter & Gamble Co. Reduce -1.4% 0.56% −0.01

Portfolio Buys Q3 2024 → Q4 2024
XLF SS Financial Select Sector Add +7.2% 1.89% +0.18
GOOG Alphabet Inc. Class C New 0.18% +0.18
IWM iShares Russell 2000 ETF Add +3.0% 2.62% +0.16
OKE Oneok Inc. Add +0.0% 1.30% +0.16
BA The Boeing Co. Add +3.5% 0.77% +0.15
VSXY Victoria's Secret & Co. New 0.12% +0.12
SNV Synovus Financial Corp. Add +1.7% 0.59% +0.10
GILD Gilead Sciences Inc. Add +0.0% 0.83% +0.10
NVDA Nvidia Corp. Add +41.5% 0.21% +0.08
VTI VG Morningstar TS MKT ETF-US Add +0.3% 1.04% +0.06
UNM Unum Group Add +0.1% 0.22% +0.05
BMY Bristol-Myers Squibb Co. Add +10.1% 0.24% +0.05
PFE Pfizer Inc. Add +9.5% 1.25% +0.05
VOO Vanguard S&P 500 ETF Add +0.2% 0.67% +0.04
SCHW Schwab (charles) Corp. Add +2.7% 0.17% +0.03
LGTY Logility Supply Chain Soluti Add +1.0% 0.87% +0.03
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +1.7% 0.19% +0.02
KEY Keycorp Add +3.2% 0.15% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +7.3% 0.12% +0.01
VIG Vanguard Dividend Apprec ETF Add +0.5% 0.17% +0.00
AVDL Avadel Pharmaceuticals Ltd. Add +21.4% 0.62% +0.00
STZ Constellation Brands Inc. Class A Add +14.8% 0.19% +0.00
RGA Reinsurance Group of America Add +0.1% 0.18% +0.00
MOS The Mosaic Co. Add +7.0% 0.12% +0.00
XNEAX Nuveen Amt-FR QLTY Muni Inc. Add +0.1% 0.11% −0.00
MMM 3M Co. Add +1.3% 0.34% −0.00
FIS Fidelity National Info Serv Add +0.0% 2.66% −0.01
CSX CSX Corp. Add +0.0% 0.27% −0.01
UPS United Parcel Service Class B Add +2.1% 0.45% −0.01
MCD McDonald's Corp. Add +0.0% 1.00% −0.02
ZTS Zoetis Inc. Add +5.0% 0.17% −0.02
FNF Fidelity National Financial Add +0.0% 0.36% −0.03
GIS General Mills Inc. Add +0.0% 0.28% −0.03
XOM Exxon Mobil Corp. Add +0.0% 0.74% −0.04
DOW Dow Inc. Add +5.5% 0.26% −0.06
FCX Freeport-McMoran Inc. Add +3.6% 0.30% −0.07
GE General Electric Add +0.3% 0.96% −0.09

Notes & Other Activity Q3 2024 → Q4 2024
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 Reduce -0.2% 9,010 $248K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 195$287.7MAMD, EFX, JPM, BELFB, LLY
Q1 2026 182$244.3MEFX, JPM, LLY, IWM, EEFT
Q4 2025 183$241.7MEFX, JPM, IWM, LLY, MSFT
Q3 2025 177$234.6MEFX, JPM, CCRD, MSFT, IWM
Q2 2025 169$216.1MEFX, CCRD, JPM, MSFT, FIS
Q1 2025 160$197.5MEFX, JPM, IWM, LLY, CCRD
Q4 2024 159$204.9MEFX, CCRD, JPM, MSFT, LLY
Q3 2024 165$211.8MEFX, LLY, MSFT, JPM, HD
Q2 2024 161$205.2MEFX, IWM, LLY, MSFT, JPM
Q1 2024 159$212.3MEFX, XLE, MSFT, LLY, JPM