Investors Asset Management of Georgia Inc. /Ga/
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Investors Asset Management of Georgia Inc. /Ga/ reported 169 stock positions worth $216.1 million. Its top holding was Equifax (EFX) at 10.5% of the portfolio, followed by Corecard (CCRD, 4.0%) and JPMorgan Chase (JPM, 3.6%). Compared with Q1 2025, it opened 11 new positions, sold out of 2, added to 72 and reduced 45. The biggest buy was a new position in Bel Fuse Class A (BELFA) and the biggest sale Bel Fuse Class B (BELFB, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0000867926
- Portfolio Value
- $216.1M (Q2 2025)
- SEC Filing
- 0001062993-25-013033 ↗ filed Jul 22, 2025
Holdings Value
Holdings 169 stocks · $216.1M
| EFX Equifax Inc. | 10.48% | 87,299 | $22.6M | Reduce -1.1% |
| CCRD Corecard Corp. | 3.99% | 297,295 | $8.6M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 3.59% | 26,796 | $7.8M | Reduce -1.2% |
| MSFT Microsoft Corp. | 3.39% | 14,721 | $7.3M | Add +0.6% |
| FIS Fidelity National Info Serv | 2.50% | 66,371 | $5.4M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 2.48% | 6,886 | $5.4M | Reduce -1.5% |
| IWM iShares Russell 2000 ETF | 2.40% | 23,991 | $5.2M | Reduce -18.7% |
| HD Home Depot Inc. | 2.38% | 14,023 | $5.1M | Add +0.7% |
| CVX Chevron Corp. | 1.94% | 29,342 | $4.2M | Add +1.0% |
| AMD Advanced Micro Devices | 1.78% | 27,164 | $3.9M | Add +1.7% |
| ABBV Abbvie Inc. | 1.60% | 18,621 | $3.5M | Add +10.4% |
| AAPL Apple Inc. | 1.58% | 16,604 | $3.4M | Add +1.7% |
| GE General Electric filed as GE AEROSPACE | 1.39% | 11,753 | $3.0M | Add +2.0% |
| CAT Caterpillar Inc. | 1.36% | 7,566 | $2.9M | Add +0.1% |
| PM Philip Morris International | 1.33% | 15,809 | $2.9M | No change |
| AXP American Express Co. | 1.26% | 8,530 | $2.7M | Add +4.3% |
| KO The Coca-Cola Co. | 1.19% | 36,281 | $2.6M | Add +1.3% |
| BELFB Bel Fuse Inc. Class B | 1.14% | 25,207 | $2.5M | Reduce -51.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.11% | 8,161 | $2.4M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.09% | 4,264 | $2.4M | Add +0.3% |
| COST Costco Wholesale Corp. | 1.09% | 2,370 | $2.3M | No change |
| BELFA Bel Fuse Inc. Class A | 1.08% | 26,051 | $2.3M | New |
| PFE Pfizer Inc. | 1.07% | 95,272 | $2.3M | Add +0.7% |
| OKE Oneok Inc. | 1.04% | 27,440 | $2.2M | Add +4.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.02% | 7,260 | $2.2M | Add +1.8% |
| VYM Vanguard High DVD Yield ETF | 0.99% | 16,060 | $2.1M | Add +4.5% |
| MO Altria Group Inc. | 0.98% | 36,095 | $2.1M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.97% | 44,140 | $2.1M | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.95% | 29,635 | $2.1M | Reduce -0.4% |
| GILD Gilead Sciences Inc. | 0.93% | 18,124 | $2.0M | Add +0.0% |
| MCD McDonald's Corp. | 0.91% | 6,721 | $2.0M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.88% | 3,060 | $1.9M | Add +17.2% |
| TT Trane Technologies PLC | 0.87% | 4,289 | $1.9M | Reduce -0.4% |
| BA The Boeing Co. | 0.86% | 8,918 | $1.9M | Add +1.1% |
| MCK McKesson Corp. | 0.84% | 2,488 | $1.8M | Reduce -2.6% |
| BX Blackstone Inc. | 0.81% | 11,696 | $1.7M | Add +7.1% |
| LMT Lockheed Martin Corp. | 0.78% | 3,625 | $1.7M | Reduce -0.3% |
| RTX RTX Corp. | 0.77% | 11,359 | $1.7M | Add +3.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.75% | 13,150 | $1.6M | Reduce -4.0% |
| T AT&T Inc. | 0.73% | 54,459 | $1.6M | Add +3.6% |
| ITW Illinois Tool Works | 0.70% | 6,100 | $1.5M | No change |
| WFC Wells Fargo & Co. | 0.70% | 18,804 | $1.5M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.68% | 13,586 | $1.5M | Add +0.3% |
| AVGO Broadcom Inc. | 0.67% | 5,270 | $1.5M | No change |
| VOO Vanguard S&P 500 ETF | 0.67% | 2,557 | $1.5M | Add +0.2% |
| MRK Merck & Co. Inc. | 0.65% | 17,791 | $1.4M | Reduce -2.8% |
| JNJ Johnson & Johnson | 0.65% | 9,126 | $1.4M | Add +1.3% |
| BP BP PLC-Spons ADR | 0.63% | 45,680 | $1.4M | Add +26.9% |
| NFLX Netflix Inc. | 0.63% | 1,015 | $1.4M | No change |
| GEV GE Vernova Inc. | 0.59% | 2,417 | $1.3M | No change |
| SNV Synovus Financial Corp. | 0.57% | 23,826 | $1.2M | Add +3.0% |
| MDLZ Mondelez International Inc. Class A | 0.57% | 18,176 | $1.2M | Reduce -0.4% |
| AVDL Avadel Pharmaceuticals Ltd. | 0.55% | 133,075 | $1.2M | Reduce -4.9% |
| RF Regions Financial Corp. | 0.54% | 49,906 | $1.2M | Reduce -0.3% |
| TRV The Travelers Cos Inc. | 0.54% | 4,361 | $1.2M | No change |
| XLF SS Financial Select Sector | 0.54% | 22,139 | $1.2M | Add +0.2% |
| UPS United Parcel Service Class B | 0.54% | 11,466 | $1.2M | Add +42.0% |
| COP Conocophillips | 0.53% | 12,777 | $1.1M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 0.50% | 6,722 | $1.1M | No change |
| OXY Occidental Petroleum Corp. | 0.49% | 25,410 | $1.1M | Add +0.7% |
| PRTH Priority Technology Holdings | 0.49% | 136,960 | $1.1M | Add +44.6% |
| ORCL Oracle Corp. | 0.49% | 4,850 | $1.1M | No change |
| TGT Target Corp. | 0.48% | 10,458 | $1.0M | Reduce -4.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.47% | 14,640 | $1.0M | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.46% | 91,684 | $995K | Reduce -0.1% |
| VZ Verizon Communications Inc. | 0.45% | 22,399 | $969K | Add +1.7% |
| WMT Walmart Inc. | 0.44% | 9,708 | $949K | No change |
| WSBC Wesbanco Inc. | 0.43% | 29,697 | $939K | Add +1.4% |
| KHC The Kraft Heinz Co. | 0.40% | 33,858 | $874K | Add +0.9% |
| NOK Nokia Corp.-Spon ADR | 0.38% | 158,482 | $821K | Add +2.3% |
| MMM 3M Co. | 0.38% | 5,327 | $811K | Add +1.1% |
| AMZN Amazon.com Inc. | 0.36% | 3,570 | $783K | Add +17.6% |
| AGM Federal Agric MTG Corp. Class C | 0.36% | 4,030 | $783K | No change |
| NVDA Nvidia Corp. | 0.36% | 4,934 | $780K | Add +23.9% |
| FCX Freeport-McMoran Inc. | 0.36% | 17,874 | $774K | Add +1.1% |
| LIN Linde PLC | 0.35% | 1,610 | $755K | Reduce -0.6% |
| FNF Fidelity National Financial | 0.35% | 13,313 | $746K | No change |
| XLE SS Energy Select Sector | 0.33% | 8,358 | $709K | Add +0.7% |
| KMI Kinder Morgan Inc. | 0.33% | 23,890 | $702K | Add +6.7% |
| AFL Aflac Inc. | 0.32% | 6,623 | $698K | Reduce -4.3% |
| ALL Allstate Corp. | 0.31% | 3,275 | $659K | Reduce -2.7% |
| C Citigroup Inc. | 0.30% | 7,725 | $658K | No change |
| ABT Abbott Laboratories | 0.30% | 4,735 | $644K | No change |
| CVS CVS Health Corp. | 0.30% | 9,318 | $643K | Reduce -4.1% |
| ODP The Odp Corp. filed as THE ODP CORP | 0.30% | 35,401 | $642K | Add +0.1% |
| CSX CSX Corp. | 0.28% | 18,852 | $615K | Add +10.2% |
| INTC Intel Corp. | 0.28% | 27,248 | $610K | Reduce -0.1% |
| HBAN Huntington Bancshares Inc. | 0.27% | 34,500 | $578K | Add +43.8% |
| HPE Hewlett Packard Enterprise | 0.26% | 27,418 | $561K | Reduce -1.2% |
| IP International Paper Co. | 0.25% | 11,517 | $539K | Reduce -1.3% |
| FITB Fifth Third Bancorp | 0.25% | 12,975 | $534K | Add +21.8% |
| WMB Williams Cos Inc. | 0.25% | 8,492 | $533K | Reduce -1.2% |
| CLX Clorox Company | 0.24% | 4,395 | $528K | Reduce -1.3% |
| MP MP Materials Corp. | 0.24% | 15,475 | $515K | Add +0.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.23% | 1,767 | $502K | Add +16.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 1,000 | $486K | No change |
| UNM Unum Group | 0.22% | 5,930 | $479K | Add +0.1% |
| KMB Kimberly-Clark Corp. | 0.22% | 3,605 | $465K | Add +1.1% |
| GIS General Mills Inc. | 0.21% | 8,927 | $463K | Add +0.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 1,633 | $457K | Add +54.2% |
Portfolio Sells Q1 2025 → Q2 2025
| BELFB Bel Fuse Inc. Class B | Reduce -51.2% | 1.14% | −0.82 |
| IWM iShares Russell 2000 ETF | Reduce -18.7% | 2.40% | −0.59 |
| LLY Eli Lilly & Co. | Reduce -1.5% | 2.48% | −0.44 |
| EFX Equifax Inc. | Reduce -1.1% | 10.48% | −0.41 |
| MRK Merck & Co. Inc. | Reduce -2.8% | 0.65% | −0.18 |
| MCD McDonald's Corp. | Reduce -1.0% | 0.91% | −0.17 |
| COP Conocophillips | Reduce -0.2% | 0.53% | −0.15 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.11 |
| CPB The Campbell's Company | Sold out | 0.00% | −0.10 |
| TGT Target Corp. | Reduce -4.3% | 0.48% | −0.10 |
| CLX Clorox Company | Reduce -1.3% | 0.24% | −0.09 |
| DVN Devon Energy Corp. | Reduce -11.9% | 0.15% | −0.07 |
| AFL Aflac Inc. | Reduce -4.3% | 0.32% | −0.07 |
| IP International Paper Co. | Reduce -1.3% | 0.25% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.4% | 0.57% | −0.06 |
| STZ Constellation Brands Inc. Class A | Reduce -14.4% | 0.13% | −0.06 |
| ALL Allstate Corp. | Reduce -2.7% | 0.31% | −0.05 |
| FIS Fidelity National Info Serv | Reduce -1.5% | 2.50% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -0.3% | 0.78% | −0.05 |
| CVS CVS Health Corp. | Reduce -4.1% | 0.30% | −0.04 |
| DD Dupont DE Nemours Inc. | Reduce -2.4% | 0.16% | −0.03 |
| LIN Linde PLC | Reduce -0.6% | 0.35% | −0.03 |
| INTC Intel Corp. | Reduce -0.1% | 0.28% | −0.03 |
| MCK McKesson Corp. | Reduce -2.6% | 0.84% | −0.03 |
| SW Smurfit Westrock PLC | Reduce -0.4% | 0.16% | −0.02 |
| AMGN Amgen Inc. | Reduce -0.5% | 0.10% | −0.02 |
| LW Lamb Weston Holdings Inc. | Reduce -6.2% | 0.11% | −0.02 |
| PSX Phillips 66 | Reduce -1.0% | 0.14% | −0.02 |
| WMB Williams Cos Inc. | Reduce -1.2% | 0.25% | −0.01 |
| AVDL Avadel Pharmaceuticals Ltd. | Reduce -4.9% | 0.55% | −0.01 |
| PSLV Sprott Physical Silver Trust | Reduce -1.7% | 0.17% | −0.01 |
| ENB Enbridge Inc. | Reduce -1.6% | 0.11% | −0.01 |
| RF Regions Financial Corp. | Reduce -0.3% | 0.54% | −0.01 |
| CEF Sprott Physical Gold and Sil | Reduce -1.8% | 0.11% | −0.01 |
| F Ford Motor Co. | Reduce -0.1% | 0.46% | −0.01 |
| HON Honeywell International Inc. | Reduce -2.0% | 0.18% | −0.00 |
| MPC Marathon Petroleum Corp. | Reduce -5.0% | 0.11% | −0.00 |
| RUN Sunrun Inc. | Reduce -10.4% | 0.06% | +0.01 |
| MOS The Mosaic Co. | Reduce -9.7% | 0.16% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -0.4% | 0.95% | +0.02 |
| GS Goldman Sachs Group Inc. | Reduce -0.2% | 0.17% | +0.03 |
| HPE Hewlett Packard Enterprise | Reduce -1.2% | 0.26% | +0.04 |
| DIS The Walt Disney Co. | Reduce -4.0% | 0.75% | +0.07 |
| IBM Intl Business Machines Corp. | Reduce -0.3% | 1.11% | +0.08 |
| TT Trane Technologies PLC | Reduce -0.4% | 0.87% | +0.13 |
| JPM JPMorgan Chase & Co. | Reduce -1.2% | 3.59% | +0.22 |
| CCRD Corecard Corp. | Reduce -0.8% | 3.99% | +1.15 |
Portfolio Buys Q1 2025 → Q2 2025
| BELFA Bel Fuse Inc. Class A | New | 1.08% | +1.08 |
| MSFT Microsoft Corp. | Add +0.6% | 3.39% | +0.61 |
| AMD Advanced Micro Devices | Add +1.7% | 1.78% | +0.39 |
| GE General Electric | Add +2.0% | 1.39% | +0.23 |
| D Dominion Energy Inc. | New | 0.19% | +0.19 |
| VRT Vertiv Holdings Co. Class A | New | 0.18% | +0.18 |
| PRTH Priority Technology Holdings | Add +44.6% | 0.49% | +0.17 |
| AXP American Express Co. | Add +4.3% | 1.26% | +0.14 |
| NVDA Nvidia Corp. | Add +23.9% | 0.36% | +0.14 |
| COF Capital One Financial Corp. | New | 0.14% | +0.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +17.2% | 0.88% | +0.14 |
| GLW Corning Inc. | New | 0.12% | +0.12 |
| XLK SS Technology Select Sector | New | 0.11% | +0.11 |
| BA The Boeing Co. | Add +1.1% | 0.86% | +0.10 |
| IDV iShares International Select | New | 0.10% | +0.10 |
| CAT Caterpillar Inc. | Add +0.1% | 1.36% | +0.10 |
| MAR Marriott International Class A | New | 0.09% | +0.09 |
| BDX Becton Dickinson and Co. | New | 0.09% | +0.09 |
| STX Seagate Technology Holdings | New | 0.09% | +0.09 |
| UPS United Parcel Service Class B | Add +42.0% | 0.54% | +0.09 |
| HBAN Huntington Bancshares Inc. | Add +43.8% | 0.27% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 1.09% | +0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +54.2% | 0.21% | +0.07 |
| AMZN Amazon.com Inc. | Add +17.6% | 0.36% | +0.07 |
| QCOM Qualcomm Inc. | Add +59.4% | 0.20% | +0.07 |
| MP MP Materials Corp. | Add +0.2% | 0.24% | +0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +16.8% | 0.23% | +0.05 |
| ODP The Odp Corp. | Add +0.1% | 0.30% | +0.04 |
| BX Blackstone Inc. | Add +7.1% | 0.81% | +0.04 |
| FITB Fifth Third Bancorp | Add +21.8% | 0.25% | +0.04 |
| BAC Bank of America Corp. | Add +0.1% | 0.97% | +0.03 |
| RTX RTX Corp. | Add +3.6% | 0.77% | +0.03 |
| CSX CSX Corp. | Add +10.2% | 0.28% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +14.6% | 0.18% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.8% | 1.02% | +0.03 |
| SNV Synovus Financial Corp. | Add +3.0% | 0.57% | +0.02 |
| FCX Freeport-McMoran Inc. | Add +1.1% | 0.36% | +0.02 |
| BP BP PLC-Spons ADR | Add +26.9% | 0.63% | +0.02 |
| WFC Wells Fargo & Co. | Add +0.1% | 0.70% | +0.01 |
| SHOP Shopify Inc. Class A | Add +1.4% | 0.13% | +0.01 |
| LUMN Lumen Technologies Inc. | Add +8.9% | 0.11% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +0.1% | 0.18% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.2% | 0.67% | +0.01 |
| PLUG Plug Power Inc. | New | 0.01% | +0.01 |
| WBD Warner Bros Discovery Inc. | Add +9.7% | 0.07% | +0.00 |
| KEY Keycorp | Add +2.9% | 0.18% | +0.00 |
| KMI Kinder Morgan Inc. | Add +6.7% | 0.33% | +0.00 |
| ZTS Zoetis Inc. | Add +15.6% | 0.20% | 0.00 |
| RIG Transocean Ltd. | Add +12.9% | 0.03% | −0.01 |
| JPC Nuveen Prefered & Income Opp | Add +3.2% | 0.18% | −0.01 |
Notes & Other Activity Q1 2025 → Q2 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Sold out | 8,435 | $233Kbefore exit |
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 |