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

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 Q4 2024 Q1 2025: $197.5M Q1 2025 Q2 2025: $216.1M $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 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%
CAH Cardinal Health Inc. 0.21% 2,650 $445K No change
BMY Bristol-Myers Squibb Co. 0.21% 9,598 $444K Add +14.2%
QCOM Qualcomm Inc. 0.20% 2,752 $438K Add +59.4%
XLV SS Health Care Select Sector 0.20% 3,244 $437K Add +0.1%
ZTS Zoetis Inc. 0.20% 2,710 $423K Add +15.6%
D Dominion Energy Inc. 0.19% 7,432 $420K New
GOOG Alphabet Inc. Class C 0.18% 2,202 $391K Add +14.6%
KEY Keycorp 0.18% 22,412 $389K Add +2.9%
HON Honeywell International Inc. 0.18% 1,650 $384K Reduce -2.0%
JPC Nuveen Prefered & Income Opp 0.18% 47,750 $383K Add +3.2%
VRT Vertiv Holdings Co. Class A 0.18% 2,965 $381K New
SCHW Schwab (charles) Corp. 0.18% 4,169 $380K Add +0.1%
LOW Lowe's Cos Inc. 0.17% 1,700 $377K No change
DOW Dow Inc. 0.17% 13,894 $368K Add +4.0%
PSLV Sprott Physical Silver Trust 0.17% 30,000 $367K Reduce -1.7%
GS Goldman Sachs Group Inc. 0.17% 513 $363K Reduce -0.2%
VIG Vanguard Dividend Apprec ETF 0.17% 1,762 $361K No change
GD General Dynamics Corp. 0.17% 1,225 $357K No change
SW Smurfit Westrock PLC 0.16% 8,157 $352K Reduce -0.4%
RGA Reinsurance Group of America 0.16% 1,766 $350K Add +0.1%
DUK Duke Energy Corp. 0.16% 2,928 $345K Add +2.3%
MOS The Mosaic Co. 0.16% 9,233 $338K Reduce -9.7%
DD Dupont DE Nemours Inc. 0.16% 4,894 $336K Reduce -2.4%
DVN Devon Energy Corp. 0.15% 10,149 $323K Reduce -11.9%
TXN Texas Instruments Inc. 0.15% 1,550 $322K No change
PSX Phillips 66 0.14% 2,576 $307K Reduce -1.0%
ETN Eaton Corp. PLC 0.14% 848 $303K No change
IR Ingersoll-Rand Inc. 0.14% 3,627 $302K No change
COF Capital One Financial Corp. 0.14% 1,403 $299K New
NWL Newell Brands Inc. 0.13% 53,765 $290K Add +8.9%
URI United Rentals Inc. 0.13% 383 $289K No change
SHOP Shopify Inc. Class A 0.13% 2,460 $284K Add +1.4%
DVY iShares Select Dividend ETF 0.13% 2,113 $281K No change
STZ Constellation Brands Inc. Class A 0.13% 1,724 $281K Reduce -14.4%
SO The Southern Co. 0.13% 3,002 $276K No change
WES Western Midstream Partners L 0.12% 6,932 $268K No change
HPQ HP Inc. 0.12% 10,881 $266K Add +10.7%
SHEL Shell PLC-ADR 0.12% 3,775 $266K No change
FISV Fiserv Inc. 0.12% 1,522 $262K No change
GLW Corning Inc. 0.12% 4,958 $261K New
BGS B&G Foods Inc. 0.12% 61,249 $259K Add +13.9%
PHYS Sprott Physical Gold Trust 0.12% 10,000 $254K No change
HAL Halliburton Co. 0.11% 11,970 $244K Add +9.1%
CEF Sprott Physical Gold and Sil 0.11% 8,073 $243K Reduce -1.8%
LUMN Lumen Technologies Inc. 0.11% 55,025 $241K Add +8.9%
MPC Marathon Petroleum Corp. 0.11% 1,425 $237K Reduce -5.0%
LW Lamb Weston Holdings Inc. 0.11% 4,524 $235K Reduce -6.2%
XLK SS Technology Select Sector 0.11% 910 $230K New
ENB Enbridge Inc. 0.11% 5,031 $228K Reduce -1.6%
UNH Unitedhealth Group Inc. 0.10% 719 $224K No change
IDV iShares International Select 0.10% 6,328 $218K New
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.10% 19,142 $209K Add +0.1%
VPU Vanguard Utilities ETF 0.10% 1,179 $208K No change
AMGN Amgen Inc. 0.10% 740 $207K Reduce -0.5%
MAR Marriott International Class A 0.09% 750 $205K New
BDX Becton Dickinson and Co. 0.09% 1,175 $202K New
STX Seagate Technology Holdings 0.09% 1,400 $202K New
FLO Flowers Foods Inc. 0.08% 11,075 $177K No change
WBD Warner Bros Discovery Inc. 0.07% 13,704 $157K Add +9.7%
GNW Genworth Financial Inc. 0.07% 20,000 $156K No change
BTZ BlackRock Credit Allocation 0.07% 13,500 $147K No change
NUV Nuveen Municipal Value 0.07% 16,250 $141K No change
RUN Sunrun Inc. 0.06% 14,700 $120K Reduce -10.4%
PAYS Paysign Inc. 0.03% 10,000 $72K No change
RIG Transocean Ltd. 0.03% 26,224 $68K Add +12.9%
AAME Atlantic American Corp. 0.02% 18,000 $38K No change
USIO Usio Inc. 0.01% 20,000 $31K No change
PLUG Plug Power Inc. 0.01% 10,000 $15K New
XLO Xilio Therapeutics Inc. 0.00% 10,000 $7K No change

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

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