Investors Asset Management of Georgia Inc. /Ga/

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Investors Asset Management of Georgia Inc. /Ga/ reported 160 stock positions worth $197.5 million. Its top holding was Equifax (EFX) at 10.9% of the portfolio, followed by JPMorgan Chase (JPM, 3.4%) and iShares Russell 2000 ETF (IWM, 3.0%). Compared with Q4 2024, it opened 6 new positions, sold out of 5, added to 34 and reduced 85. The biggest buy was a new position in Wesbanco (WSBC) and the biggest sale SS Financial Select Sector (XLF, shares −74%).

Most Recent 13F: Q2 2026
Location: ATLANTA, GA
CIK: 0000867926
Portfolio Value: $197.5M (Q1 2025)
SEC Filing: 0001062993-25-008155 ↗ filed Apr 29, 2025

Holdings Value

Holdings 160 stocks · $197.5M


EFX Equifax Inc.	10.89%	88,298	$21.5M	No change
JPM JPMorgan Chase & Co.	3.37%	27,127	$6.7M	Reduce -1.3%
IWM iShares Russell 2000 ETF	2.98%	29,520	$5.9M	Add +21.6%
LLY Eli Lilly & Co.	2.92%	6,991	$5.8M	Reduce -2.4%
CCRD Corecard Corp.	2.84%	299,631	$5.6M	Reduce -1.4%
MSFT Microsoft Corp.	2.78%	14,631	$5.5M	Reduce -2.4%
HD Home Depot Inc.	2.58%	13,925	$5.1M	Reduce -1.4%
FIS Fidelity National Info Serv	2.55%	67,369	$5.0M	Add +0.0%
CVX Chevron Corp.	2.46%	29,056	$4.9M	Reduce -1.1%
BELFB Bel Fuse Inc. Class B	1.96%	51,701	$3.9M	Reduce -2.5%
AAPL Apple Inc.	1.84%	16,329	$3.6M	Reduce -2.5%
ABBV Abbvie Inc.	1.79%	16,872	$3.5M	Reduce -2.8%
AMD Advanced Micro Devices	1.39%	26,718	$2.7M	Reduce -1.0%
OKE Oneok Inc.	1.32%	26,360	$2.6M	Reduce -0.9%
KO The Coca-Cola Co.	1.30%	35,812	$2.6M	Reduce -0.7%
PM Philip Morris International	1.27%	15,809	$2.5M	Reduce -0.8%
CAT Caterpillar Inc.	1.26%	7,560	$2.5M	Reduce -1.0%
PFE Pfizer Inc.	1.21%	94,608	$2.4M	Reduce -1.6%
GE General Electric filed as GE AEROSPACE	1.16%	11,518	$2.3M	Reduce -2.3%
COST Costco Wholesale Corp.	1.14%	2,370	$2.2M	No change
AXP American Express Co.	1.11%	8,180	$2.2M	Reduce -3.5%
MO Altria Group Inc.	1.10%	36,095	$2.2M	Reduce -0.6%
MCD McDonald's Corp.	1.07%	6,787	$2.1M	Reduce -3.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	1.03%	8,188	$2.0M	Reduce -1.4%
GILD Gilead Sciences Inc.	1.03%	18,121	$2.0M	Reduce -1.9%
QQQ Invesco QQQ Trust Series 1	1.01%	4,251	$2.0M	Add +1.8%
VYM Vanguard High DVD Yield ETF	1.00%	15,371	$2.0M	Add +8.0%
VTI VG Morningstar TS MKT ETF-US	0.99%	7,130	$2.0M	Reduce -3.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.93%	44,119	$1.8M	Reduce -2.7%
CSCO Cisco Systems Inc.	0.93%	29,764	$1.8M	Reduce -3.4%
MCK McKesson Corp.	0.87%	2,554	$1.7M	No change
MRK Merck & Co. Inc.	0.83%	18,297	$1.6M	Reduce -0.4%
LMT Lockheed Martin Corp.	0.82%	3,634	$1.6M	Reduce -2.1%
XOM Exxon Mobil Corp.	0.82%	13,543	$1.6M	Reduce -4.3%
BX Blackstone Inc.	0.77%	10,923	$1.5M	Add +0.1%
ITW Illinois Tool Works	0.77%	6,100	$1.5M	No change
BA The Boeing Co.	0.76%	8,822	$1.5M	Reduce -0.6%
JNJ Johnson & Johnson	0.76%	9,010	$1.5M	Reduce -1.6%
T AT&T Inc.	0.75%	52,585	$1.5M	Reduce -1.4%
SPY SS SPDR S&P 500 ETF Trust-US	0.74%	2,610	$1.5M	Reduce -0.6%
RTX RTX Corp.	0.74%	10,966	$1.5M	Add +0.0%
TT Trane Technologies PLC	0.73%	4,305	$1.5M	No change
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.68%	13,700	$1.4M	Reduce -0.7%
WFC Wells Fargo & Co.	0.68%	18,781	$1.3M	Reduce -3.8%
COP Conocophillips	0.68%	12,799	$1.3M	Reduce -3.0%
VOO Vanguard S&P 500 ETF	0.66%	2,552	$1.3M	Add +0.0%
OXY Occidental Petroleum Corp.	0.63%	25,245	$1.2M	No change
MDLZ Mondelez International Inc. Class A	0.63%	18,251	$1.2M	Reduce -0.4%
BP BP PLC-Spons ADR	0.62%	35,988	$1.2M	Add +1.6%
TRV The Travelers Cos Inc.	0.58%	4,361	$1.2M	Reduce -3.3%
PG The Procter & Gamble Co.	0.58%	6,722	$1.1M	Reduce -1.5%
TGT Target Corp.	0.58%	10,927	$1.1M	Reduce -2.9%
XLF SS Financial Select Sector	0.56%	22,103	$1.1M	Reduce -74.2%
AVDL Avadel Pharmaceuticals Ltd.	0.56%	139,975	$1.1M	Add +16.4%
RF Regions Financial Corp.	0.55%	50,072	$1.1M	Reduce -2.0%
SNV Synovus Financial Corp.	0.55%	23,134	$1.1M	Reduce -1.5%
AZN Astrazeneca PLC-Spons ADR	0.55%	14,640	$1.1M	Reduce -4.6%
KHC The Kraft Heinz Co.	0.52%	33,543	$1.0M	Reduce -0.4%
VZ Verizon Communications Inc.	0.51%	22,021	$999K	Add +21.4%
NFLX Netflix Inc.	0.48%	1,015	$947K	No change
F Ford Motor Co. filed as FORD MTR CO	0.47%	91,726	$920K	Reduce -1.9%
WSBC Wesbanco Inc.	0.46%	29,297	$907K	New
UPS United Parcel Service Class B	0.45%	8,072	$888K	Add +9.3%
AVGO Broadcom Inc.	0.45%	5,270	$882K	Reduce -0.4%
FNF Fidelity National Financial	0.44%	13,313	$866K	No change
WMT Walmart Inc.	0.43%	9,708	$852K	Reduce -1.0%
NOK Nokia Corp.-Spon ADR	0.41%	154,982	$817K	Add +6.0%
XLE SS Energy Select Sector	0.39%	8,301	$776K	Reduce -3.2%
MMM 3M Co.	0.39%	5,267	$774K	Reduce -2.0%
AFL Aflac Inc.	0.39%	6,922	$770K	Add +0.0%
AGM Federal Agric MTG Corp. Class C	0.38%	4,030	$756K	Reduce -4.7%
LIN Linde PLC	0.38%	1,620	$754K	No change
GEV GE Vernova Inc.	0.37%	2,417	$738K	Reduce -0.7%
ALL Allstate Corp.	0.35%	3,365	$697K	Reduce -2.6%
ORCL Oracle Corp.	0.34%	4,850	$678K	No change
FCX Freeport-McMoran Inc.	0.34%	17,673	$670K	Add +9.5%
CVS CVS Health Corp.	0.33%	9,715	$658K	Reduce -1.9%
CLX Clorox Company	0.33%	4,452	$656K	Reduce -0.6%
PRTH Priority Technology Holdings	0.33%	94,700	$645K	New
KMI Kinder Morgan Inc.	0.32%	22,390	$639K	Reduce -1.3%
ABT Abbott Laboratories	0.32%	4,735	$628K	No change
IP International Paper Co.	0.32%	11,667	$622K	Reduce -2.1%
INTC Intel Corp.	0.31%	27,274	$619K	Reduce -6.3%
AMZN Amazon.com Inc.	0.29%	3,035	$577K	Add +4.5%
C Citigroup Inc.	0.28%	7,725	$548K	Reduce -0.3%
GIS General Mills Inc.	0.27%	8,924	$534K	Reduce -2.2%
BRK.B Berkshire Hathaway Inc. Class B	0.27%	1,000	$533K	Add +1.0%
WMB Williams Cos Inc.	0.26%	8,592	$513K	No change
BMY Bristol-Myers Squibb Co.	0.26%	8,408	$513K	Reduce -1.7%
KMB Kimberly-Clark Corp.	0.26%	3,565	$507K	Reduce -2.6%
ODP The Odp Corp. filed as THE ODP CORP	0.26%	35,376	$507K	Reduce -1.7%
CSX CSX Corp.	0.26%	17,109	$504K	Reduce -1.7%
UNM Unum Group	0.24%	5,926	$483K	Reduce -4.6%
XLV SS Health Care Select Sector	0.24%	3,239	$473K	Reduce -2.9%
DOW Dow Inc.	0.24%	13,356	$466K	Add +0.4%
NVDA Nvidia Corp.	0.22%	3,984	$432K	Add +24.3%
DVN Devon Energy Corp.	0.22%	11,525	$431K	Reduce -2.1%
HPE Hewlett Packard Enterprise	0.22%	27,754	$428K	Reduce -2.1%
FITB Fifth Third Bancorp	0.21%	10,650	$417K	No change
LOW Lowe's Cos Inc.	0.20%	1,700	$396K	Reduce -0.9%
ZTS Zoetis Inc.	0.20%	2,345	$386K	Add +10.6%
MP MP Materials Corp.	0.19%	15,450	$377K	No change
UNH Unitedhealth Group Inc.	0.19%	719	$377K	Reduce -6.5%
DD Dupont DE Nemours Inc.	0.19%	5,014	$374K	Reduce -0.4%
VOT Vngrd Mrngstr MC GRW ETF-Usd	0.19%	1,513	$370K	Reduce -0.4%
STZ Constellation Brands Inc. Class A	0.19%	2,014	$370K	Add +17.2%
BGS B&G Foods Inc.	0.19%	53,791	$370K	Add +3.1%
SW Smurfit Westrock PLC	0.19%	8,190	$369K	Reduce -2.9%
JPC Nuveen Prefered & Income Opp	0.19%	46,250	$368K	Add +2.2%
CAH Cardinal Health Inc.	0.18%	2,650	$365K	Reduce -5.4%
HBAN Huntington Bancshares Inc.	0.18%	24,000	$360K	No change
HON Honeywell International Inc.	0.18%	1,684	$357K	Add +0.3%
PSLV Sprott Physical Silver Trust	0.18%	30,518	$354K	Reduce -8.9%
DUK Duke Energy Corp.	0.18%	2,862	$349K	Reduce -2.8%
RGA Reinsurance Group of America	0.18%	1,765	$348K	Add +0.1%
KEY Keycorp	0.18%	21,773	$347K	Add +24.5%
VIG Vanguard Dividend Apprec ETF	0.17%	1,762	$342K	Add +0.2%
FISV Fiserv Inc.	0.17%	1,522	$336K	No change
GD General Dynamics Corp.	0.17%	1,225	$334K	No change
SCHW Schwab (charles) Corp.	0.17%	4,166	$326K	Reduce -12.5%
PSX Phillips 66	0.16%	2,602	$321K	Reduce -3.7%
NWL Newell Brands Inc.	0.15%	49,357	$306K	Reduce -1.2%
GOOG Alphabet Inc. Class C	0.15%	1,922	$300K	No change
IR Ingersoll-Rand Inc.	0.15%	3,627	$290K	No change
WES Western Midstream Partners L	0.14%	6,932	$284K	No change
DVY iShares Select Dividend ETF	0.14%	2,113	$284K	No change
GS Goldman Sachs Group Inc.	0.14%	514	$281K	Add +1.2%
MOS The Mosaic Co.	0.14%	10,229	$279K	Add +7.4%
TXN Texas Instruments Inc.	0.14%	1,550	$279K	No change
HAL Halliburton Co.	0.14%	10,970	$278K	No change
SHEL Shell PLC-ADR	0.14%	3,775	$277K	Reduce -15.6%
SO The Southern Co.	0.14%	3,002	$276K	No change
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.14%	1,059	$274K	Add +14.2%
HPQ HP Inc.	0.14%	9,831	$272K	Reduce -4.8%
QCOM Qualcomm Inc.	0.13%	1,727	$265K	New
LW Lamb Weston Holdings Inc.	0.13%	4,824	$257K	Add +18.4%
PHYS Sprott Physical Gold Trust	0.12%	10,000	$241K	No change
URI United Rentals Inc.	0.12%	383	$240K	No change
CEF Sprott Physical Gold and Sil	0.12%	8,223	$234K	Reduce -3.5%
AMGN Amgen Inc.	0.12%	744	$232K	New
SHOP Shopify Inc. Class A	0.12%	2,425	$232K	Add +4.3%
ETN Eaton Corp. PLC	0.12%	848	$231K	No change
ENB Enbridge Inc.	0.11%	5,113	$227K	No change
MPC Marathon Petroleum Corp.	0.11%	1,500	$219K	No change
XNEAX Nuveen Amt-FR QLTY Muni Inc.	0.11%	19,129	$214K	Add +0.0%
FLO Flowers Foods Inc.	0.11%	11,075	$211K	Reduce -4.3%
FDX FedEx Corp.	0.11%	852	$208K	Add +0.1%
VPU Vanguard Utilities ETF	0.10%	1,179	$201K	New
CPB The Campbell's Company	0.10%	5,035	$201K	Reduce -1.9%
LUMN Lumen Technologies Inc.	0.10%	50,525	$198K	Reduce -0.9%
BTZ BlackRock Credit Allocation	0.07%	13,500	$145K	No change
NUV Nuveen Municipal Value	0.07%	16,250	$143K	Add +32.6%
GNW Genworth Financial Inc.	0.07%	20,000	$142K	No change
WBD Warner Bros Discovery Inc.	0.07%	12,491	$134K	Reduce -4.4%
RUN Sunrun Inc.	0.05%	16,400	$96K	Reduce -1.5%
RIG Transocean Ltd.	0.04%	23,224	$74K	No change
AAME Atlantic American Corp.	0.02%	18,000	$31K	No change
USIO Usio Inc.	0.01%	20,000	$29K	No change
PAYS Paysign Inc.	0.01%	10,000	$21K	No change
XLO Xilio Therapeutics Inc.	0.00%	10,000	$7K	New

Other holdings (1): bonds, preferreds, convertibles and warrants · $233K (not counted above)

Security	Class	Shares / Principal	Value	Change
OXY.WS Occidental Petroleum-CW27	*W EXP 08/03/202	8,435	$233K	Reduce -6.4%

Total filed on the 13F, all lines: $197.7M.

Portfolio Sells Q4 2024 → Q1 2025


XLF SS Financial Select Sector	Reduce -74.2%	0.56%	−1.34
LGTY Logility Supply Chain Soluti	Sold out	0.00%	−0.87
CCRD Corecard Corp.	Reduce -1.4%	2.84%	−0.53
PFC Premier Financial Corp.	Sold out	0.00%	−0.46
MSFT Microsoft Corp.	Reduce -2.4%	2.78%	−0.30
AAPL Apple Inc.	Reduce -2.5%	1.84%	−0.21
AMD Advanced Micro Devices	Reduce -1.0%	1.39%	−0.20
BELFB Bel Fuse Inc. Class B	Reduce -2.5%	1.96%	−0.17
TGT Target Corp.	Reduce -2.9%	0.58%	−0.16
AVGO Broadcom Inc.	Reduce -0.4%	0.45%	−0.15
ODP The Odp Corp.	Reduce -1.7%	0.26%	−0.14
VSXY Victoria's Secret & Co.	Sold out	0.00%	−0.12
VRT Vertiv Holdings Co. Class A	Sold out	0.00%	−0.12
AXP American Express Co.	Reduce -3.5%	1.11%	−0.11
XLK SS Technology Select Sector	Sold out	0.00%	−0.10
HD Home Depot Inc.	Reduce -1.4%	2.58%	−0.10
CAT Caterpillar Inc.	Reduce -1.0%	1.26%	−0.09
NWL Newell Brands Inc.	Reduce -1.2%	0.15%	−0.09
HPE Hewlett Packard Enterprise	Reduce -2.1%	0.22%	−0.08
DIS The Walt Disney Co.	Reduce -0.7%	0.68%	−0.07
MRK Merck & Co. Inc.	Reduce -0.4%	0.83%	−0.06
LMT Lockheed Martin Corp.	Reduce -2.1%	0.82%	−0.06
VTI VG Morningstar TS MKT ETF-US	Reduce -3.1%	0.99%	−0.05
BAC Bank of America Corp.	Reduce -2.7%	0.93%	−0.04
SNV Synovus Financial Corp.	Reduce -1.5%	0.55%	−0.04
RF Regions Financial Corp.	Reduce -2.0%	0.55%	−0.04
SW Smurfit Westrock PLC	Reduce -2.9%	0.19%	−0.03
LUMN Lumen Technologies Inc.	Reduce -0.9%	0.10%	−0.03
PFE Pfizer Inc.	Reduce -1.6%	1.21%	−0.03
HPQ HP Inc.	Reduce -4.8%	0.14%	−0.03
RUN Sunrun Inc.	Reduce -1.5%	0.05%	−0.03
AGM Federal Agric MTG Corp. Class C	Reduce -4.7%	0.38%	−0.02
CLX Clorox Company	Reduce -0.6%	0.33%	−0.02
CSX CSX Corp.	Reduce -1.7%	0.26%	−0.02
GEV GE Vernova Inc.	Reduce -0.7%	0.37%	−0.02
GIS General Mills Inc.	Reduce -2.2%	0.27%	−0.01
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -0.6%	0.74%	−0.01
FLO Flowers Foods Inc.	Reduce -4.3%	0.11%	−0.01
SCHW Schwab (charles) Corp.	Reduce -12.5%	0.17%	−0.01
LOW Lowe's Cos Inc.	Reduce -0.9%	0.20%	−0.01
BA The Boeing Co.	Reduce -0.6%	0.76%	−0.01
CPB The Campbell's Company	Reduce -1.9%	0.10%	−0.00
WMT Walmart Inc.	Reduce -1.0%	0.43%	−0.00
VOT Vngrd Mrngstr MC GRW ETF-Usd	Reduce -0.4%	0.19%	−0.00
WBD Warner Bros Discovery Inc.	Reduce -4.4%	0.07%	+0.00
UNH Unitedhealth Group Inc.	Reduce -6.5%	0.19%	+0.00
DD Dupont DE Nemours Inc.	Reduce -0.4%	0.19%	+0.00
IP International Paper Co.	Reduce -2.1%	0.32%	+0.00
SHEL Shell PLC-ADR	Reduce -15.6%	0.14%	+0.00
C Citigroup Inc.	Reduce -0.3%	0.28%	+0.01

Portfolio Buys Q4 2024 → Q1 2025


WSBC Wesbanco Inc.	New	0.46%	+0.46
IWM iShares Russell 2000 ETF	Add +21.6%	2.98%	+0.36
PRTH Priority Technology Holdings	New	0.33%	+0.33
VZ Verizon Communications Inc.	Add +21.4%	0.51%	+0.15
QCOM Qualcomm Inc.	New	0.13%	+0.13
VYM Vanguard High DVD Yield ETF	Add +8.0%	1.00%	+0.12
AMGN Amgen Inc.	New	0.12%	+0.12
RTX RTX Corp.	Add +0.0%	0.74%	+0.12
BP BP PLC-Spons ADR	Add +1.6%	0.62%	+0.10
VPU Vanguard Utilities ETF	New	0.10%	+0.10
NOK Nokia Corp.-Spon ADR	Add +6.0%	0.41%	+0.10
BRK.B Berkshire Hathaway Inc. Class B	Add +1.0%	0.27%	+0.05
AFL Aflac Inc.	Add +0.0%	0.39%	+0.04
FCX Freeport-McMoran Inc.	Add +9.5%	0.34%	+0.04
KEY Keycorp	Add +24.5%	0.18%	+0.03
ZTS Zoetis Inc.	Add +10.6%	0.20%	+0.03
MOS The Mosaic Co.	Add +7.4%	0.14%	+0.03
NUV Nuveen Municipal Value	Add +32.6%	0.07%	+0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +14.2%	0.14%	+0.02
JPC Nuveen Prefered & Income Opp	Add +2.2%	0.19%	+0.01
BGS B&G Foods Inc.	Add +3.1%	0.19%	+0.01
NVDA Nvidia Corp.	Add +24.3%	0.22%	+0.01
VIG Vanguard Dividend Apprec ETF	Add +0.2%	0.17%	+0.01
XLO Xilio Therapeutics Inc.	New	0.00%	+0.00
XNEAX Nuveen Amt-FR QLTY Muni Inc.	Add +0.0%	0.11%	+0.00
STZ Constellation Brands Inc. Class A	Add +17.2%	0.19%	+0.00
GS Goldman Sachs Group Inc.	Add +1.2%	0.14%	+0.00
LW Lamb Weston Holdings Inc.	Add +18.4%	0.13%	−0.00
SHOP Shopify Inc. Class A	Add +4.3%	0.12%	−0.00
HON Honeywell International Inc.	Add +0.3%	0.18%	−0.00
UPS United Parcel Service Class B	Add +9.3%	0.45%	−0.01
VOO Vanguard S&P 500 ETF	Add +0.0%	0.66%	−0.01
RGA Reinsurance Group of America	Add +0.1%	0.18%	−0.01
FDX FedEx Corp.	Add +0.1%	0.11%	−0.01
AMZN Amazon.com Inc.	Add +4.5%	0.29%	−0.02
DOW Dow Inc.	Add +0.4%	0.24%	−0.02
QQQ Invesco QQQ Trust Series 1	Add +1.8%	1.01%	−0.03
AVDL Avadel Pharmaceuticals Ltd.	Add +16.4%	0.56%	−0.06
FIS Fidelity National Info Serv	Add +0.0%	2.55%	−0.11
BX Blackstone Inc.	Add +0.1%	0.77%	−0.14

Notes & Other Activity Q4 2024 → Q1 2025


OXY.WS Occidental Petroleum-CW27	*W EXP 08/03/202	Reduce -6.4%	8,435	$233K

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

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	195	$287.7M	AMD, EFX, JPM, BELFB, LLY
Q1 2026	182	$244.3M	EFX, JPM, LLY, IWM, EEFT
Q4 2025	183	$241.7M	EFX, JPM, IWM, LLY, MSFT
Q3 2025	177	$234.6M	EFX, JPM, CCRD, MSFT, IWM
Q2 2025	169	$216.1M	EFX, CCRD, JPM, MSFT, FIS
Q1 2025	160	$197.5M	EFX, JPM, IWM, LLY, CCRD
Q4 2024	159	$204.9M	EFX, CCRD, JPM, MSFT, LLY
Q3 2024	165	$211.8M	EFX, LLY, MSFT, JPM, HD
Q2 2024	161	$205.2M	EFX, IWM, LLY, MSFT, JPM
Q1 2024	159	$212.3M	EFX, XLE, MSFT, LLY, JPM