Investors Asset Management of Georgia Inc. /Ga/
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), Investors Asset Management of Georgia Inc. /Ga/ reported 177 stock positions worth $234.6 million. Its top holding was Equifax (EFX) at 9.5% of the portfolio, followed by JPMorgan Chase (JPM, 3.6%) and Corecard (CCRD, 3.4%). Compared with Q2 2025, it opened 11 new positions, sold out of 3, added to 68 and reduced 52. The biggest buy was a new position in Truist Financial (TFC) and the biggest sale Corecard (CCRD, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0000867926
- Portfolio Value
- $234.6M (Q3 2025)
- SEC Filing
- 0001062993-25-016269 ↗ filed Oct 23, 2025
Holdings Value
Holdings 177 stocks · $234.6M
| EFX Equifax Inc. | 9.55% | 87,300 | $22.4M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 3.59% | 26,718 | $8.4M | Reduce -0.3% |
| CCRD Corecard Corp. | 3.40% | 296,205 | $8.0M | Reduce -0.4% |
| MSFT Microsoft Corp. | 3.25% | 14,732 | $7.6M | Add +0.1% |
| IWM iShares Russell 2000 ETF | 2.56% | 24,824 | $6.0M | Add +3.5% |
| HD Home Depot Inc. | 2.43% | 14,077 | $5.7M | Add +0.4% |
| LLY Eli Lilly & Co. | 2.25% | 6,911 | $5.3M | Add +0.4% |
| CVX Chevron Corp. | 1.95% | 29,508 | $4.6M | Add +0.6% |
| AMD Advanced Micro Devices | 1.87% | 27,112 | $4.4M | Reduce -0.2% |
| FIS Fidelity National Info Serv | 1.87% | 66,375 | $4.4M | Add +0.0% |
| ABBV Abbvie Inc. | 1.82% | 18,474 | $4.3M | Reduce -0.8% |
| AAPL Apple Inc. | 1.80% | 16,588 | $4.2M | Reduce -0.1% |
| CAT Caterpillar Inc. | 1.54% | 7,566 | $3.6M | No change |
| BELFB Bel Fuse Inc. Class B | 1.50% | 24,957 | $3.5M | Reduce -1.0% |
| GE General Electric filed as GE AEROSPACE | 1.50% | 11,754 | $3.5M | Add +0.0% |
| BELFA Bel Fuse Inc. Class A | 1.30% | 26,151 | $3.0M | Add +0.4% |
| AXP American Express Co. | 1.21% | 8,530 | $2.8M | No change |
| QQQ Invesco QQQ Trust Series 1 | 1.09% | 4,279 | $2.6M | Add +0.3% |
| PM Philip Morris International | 1.09% | 15,809 | $2.6M | No change |
| VTI VG Morningstar TS MKT ETF-US | 1.06% | 7,570 | $2.5M | Add +4.3% |
| PFE Pfizer Inc. | 1.03% | 94,688 | $2.4M | Reduce -0.6% |
| KO The Coca-Cola Co. | 1.02% | 36,193 | $2.4M | Reduce -0.2% |
| MO Altria Group Inc. | 1.01% | 36,045 | $2.4M | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.98% | 8,173 | $2.3M | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.97% | 44,044 | $2.3M | Reduce -0.2% |
| VYM Vanguard High DVD Yield ETF | 0.97% | 16,095 | $2.3M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.94% | 3,325 | $2.2M | Add +8.7% |
| COST Costco Wholesale Corp. | 0.94% | 2,370 | $2.2M | No change |
| MCK McKesson Corp. | 0.87% | 2,656 | $2.1M | Add +6.8% |
| BX Blackstone Inc. | 0.87% | 11,983 | $2.0M | Add +2.5% |
| MCD McDonald's Corp. | 0.87% | 6,722 | $2.0M | Add +0.0% |
| AVDL Avadel Pharmaceuticals Ltd. | 0.86% | 132,175 | $2.0M | Reduce -0.7% |
| GILD Gilead Sciences Inc. | 0.86% | 18,127 | $2.0M | Add +0.0% |
| CSCO Cisco Systems Inc. | 0.86% | 29,388 | $2.0M | Reduce -0.8% |
| OKE Oneok Inc. | 0.85% | 27,195 | $2.0M | Reduce -0.9% |
| RTX RTX Corp. | 0.82% | 11,511 | $1.9M | Add +1.3% |
| BA The Boeing Co. | 0.81% | 8,786 | $1.9M | Reduce -1.5% |
| LMT Lockheed Martin Corp. | 0.77% | 3,630 | $1.8M | Add +0.1% |
| TT Trane Technologies PLC | 0.77% | 4,289 | $1.8M | No change |
| AVGO Broadcom Inc. | 0.74% | 5,270 | $1.7M | No change |
| TFC Truist Financial Corp. | 0.73% | 37,582 | $1.7M | New |
| JNJ Johnson & Johnson | 0.72% | 9,146 | $1.7M | Add +0.2% |
| BP BP PLC-Spons ADR | 0.70% | 47,696 | $1.6M | Add +4.4% |
| ITW Illinois Tool Works | 0.68% | 6,100 | $1.6M | No change |
| XOM Exxon Mobil Corp. | 0.66% | 13,684 | $1.5M | Add +0.7% |
| T AT&T Inc. | 0.66% | 54,466 | $1.5M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.66% | 2,511 | $1.5M | Reduce -1.8% |
| MRK Merck & Co. Inc. | 0.65% | 18,170 | $1.5M | Add +2.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.65% | 13,217 | $1.5M | Add +0.5% |
| WFC Wells Fargo & Co. | 0.63% | 17,727 | $1.5M | Reduce -5.7% |
| GEV GE Vernova Inc. | 0.63% | 2,405 | $1.5M | Reduce -0.5% |
| ORCL Oracle Corp. | 0.58% | 4,850 | $1.4M | No change |
| RF Regions Financial Corp. | 0.56% | 49,673 | $1.3M | Reduce -0.5% |
| UPS United Parcel Service Class B | 0.55% | 15,506 | $1.3M | Add +35.2% |
| TRV The Travelers Cos Inc. | 0.52% | 4,361 | $1.2M | No change |
| NFLX Netflix Inc. | 0.52% | 1,015 | $1.2M | No change |
| COP Conocophillips | 0.51% | 12,730 | $1.2M | Reduce -0.4% |
| OXY Occidental Petroleum Corp. | 0.51% | 25,410 | $1.2M | No change |
| XLF SS Financial Select Sector | 0.51% | 22,103 | $1.2M | Reduce -0.2% |
| SNV Synovus Financial Corp. | 0.50% | 23,779 | $1.2M | Reduce -0.2% |
| MDLZ Mondelez International Inc. Class A | 0.48% | 17,926 | $1.1M | Reduce -1.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.48% | 14,590 | $1.1M | Reduce -0.3% |
| F Ford Motor Co. filed as FORD MTR CO | 0.47% | 91,614 | $1.1M | Reduce -0.1% |
| PRTH Priority Technology Holdings | 0.46% | 156,885 | $1.1M | Add +14.6% |
| PG The Procter & Gamble Co. | 0.44% | 6,722 | $1.0M | No change |
| WMT Walmart Inc. | 0.42% | 9,629 | $992K | Reduce -0.8% |
| VZ Verizon Communications Inc. | 0.42% | 22,418 | $985K | Add +0.1% |
| WSBC Wesbanco Inc. | 0.41% | 29,777 | $951K | Add +0.3% |
| LUMN Lumen Technologies Inc. | 0.40% | 152,800 | $935K | Add +177.7% |
| TGT Target Corp. | 0.40% | 10,370 | $930K | Reduce -0.8% |
| ODP The Odp Corp. filed as THE ODP CORP | 0.40% | 33,351 | $929K | Reduce -5.8% |
| INTC Intel Corp. | 0.39% | 27,403 | $919K | Add +0.6% |
| AMZN Amazon.com Inc. | 0.38% | 4,109 | $902K | Add +15.1% |
| KHC The Kraft Heinz Co. | 0.38% | 34,046 | $887K | Add +0.6% |
| NVDA Nvidia Corp. | 0.36% | 4,584 | $855K | Reduce -7.1% |
| FCX Freeport-McMoran Inc. | 0.35% | 21,153 | $830K | Add +18.4% |
| FNF Fidelity National Financial | 0.34% | 13,313 | $805K | No change |
| MMM 3M Co. | 0.34% | 5,067 | $786K | Reduce -4.9% |
| C Citigroup Inc. | 0.33% | 7,725 | $784K | No change |
| NOK Nokia Corp.-Spon ADR | 0.32% | 156,982 | $755K | Reduce -0.9% |
| XLE SS Energy Select Sector | 0.32% | 8,378 | $749K | Add +0.2% |
| LIN Linde PLC | 0.32% | 1,575 | $748K | Reduce -2.2% |
| CVS CVS Health Corp. | 0.32% | 9,847 | $742K | Add +5.7% |
| AFL Aflac Inc. | 0.32% | 6,624 | $740K | Add +0.0% |
| MP MP Materials Corp. | 0.31% | 10,825 | $726K | Reduce -30.1% |
| ALL Allstate Corp. | 0.30% | 3,275 | $703K | No change |
| AGM Federal Agric MTG Corp. Class C | 0.29% | 4,030 | $677K | No change |
| KMI Kinder Morgan Inc. | 0.29% | 23,890 | $676K | No change |
| HPE Hewlett Packard Enterprise | 0.29% | 27,464 | $675K | Add +0.2% |
| CSX CSX Corp. | 0.28% | 18,615 | $661K | Reduce -1.3% |
| HON Honeywell International Inc. | 0.28% | 3,090 | $650K | Add +87.3% |
| ABT Abbott Laboratories | 0.27% | 4,746 | $636K | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.26% | 2,108 | $619K | Add +29.1% |
| HBAN Huntington Bancshares Inc. | 0.25% | 34,500 | $596K | No change |
| ZTS Zoetis Inc. | 0.25% | 3,970 | $581K | Add +46.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.23% | 1,825 | $536K | Add +3.3% |
| WMB Williams Cos Inc. | 0.23% | 8,432 | $534K | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.23% | 2,177 | $530K | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 1,044 | $525K | Add +4.4% |
| CLX Clorox Company | 0.22% | 4,244 | $523K | Reduce -3.4% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $420K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 8,435 | $215K | New |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 160 | $205K | New |
Total filed on the 13F, all lines: $235.0M.
Portfolio Sells Q2 2025 → Q3 2025
| CCRD Corecard Corp. | Reduce -0.4% | 3.40% | −0.59 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.20 |
| OKE Oneok Inc. | Reduce -0.9% | 0.85% | −0.19 |
| KO The Coca-Cola Co. | Reduce -0.2% | 1.02% | −0.16 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.12 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.10 |
| CSCO Cisco Systems Inc. | Reduce -0.8% | 0.86% | −0.09 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.4% | 0.48% | −0.09 |
| TGT Target Corp. | Reduce -0.8% | 0.40% | −0.08 |
| SNV Synovus Financial Corp. | Reduce -0.2% | 0.50% | −0.07 |
| WFC Wells Fargo & Co. | Reduce -5.7% | 0.63% | −0.06 |
| NOK Nokia Corp.-Spon ADR | Reduce -0.9% | 0.32% | −0.06 |
| BA The Boeing Co. | Reduce -1.5% | 0.81% | −0.06 |
| DOW Dow Inc. | Reduce -7.3% | 0.13% | −0.04 |
| SHOP Shopify Inc. Class A | Reduce -42.1% | 0.09% | −0.04 |
| IP International Paper Co. | Reduce -8.3% | 0.21% | −0.04 |
| PFE Pfizer Inc. | Reduce -0.6% | 1.03% | −0.04 |
| MMM 3M Co. | Reduce -4.9% | 0.34% | −0.04 |
| GIS General Mills Inc. | Reduce -5.6% | 0.18% | −0.03 |
| LIN Linde PLC | Reduce -2.2% | 0.32% | −0.03 |
| KMB Kimberly-Clark Corp. | Reduce -3.5% | 0.18% | −0.03 |
| SW Smurfit Westrock PLC | Reduce -10.4% | 0.13% | −0.03 |
| XLF SS Financial Select Sector | Reduce -0.2% | 0.51% | −0.03 |
| FITB Fifth Third Bancorp | Reduce -10.5% | 0.22% | −0.03 |
| CLX Clorox Company | Reduce -3.4% | 0.22% | −0.02 |
| WMB Williams Cos Inc. | Reduce -0.7% | 0.23% | −0.02 |
| COP Conocophillips | Reduce -0.4% | 0.51% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -1.8% | 0.66% | −0.02 |
| WMT Walmart Inc. | Reduce -0.8% | 0.42% | −0.02 |
| SHEL Shell PLC-ADR | Reduce -2.6% | 0.11% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -1.1% | 0.17% | −0.01 |
| CSX CSX Corp. | Reduce -1.3% | 0.28% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 3.59% | −0.00 |
| DD Dupont DE Nemours Inc. | Reduce -5.6% | 0.15% | −0.00 |
| MPC Marathon Petroleum Corp. | Reduce -7.0% | 0.11% | −0.00 |
| BAC Bank of America Corp. | Reduce -0.2% | 0.97% | +0.00 |
| RIG Transocean Ltd. | Reduce -4.2% | 0.03% | +0.00 |
| XLK SS Technology Select Sector | Reduce -0.6% | 0.11% | +0.00 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -0.3% | 0.48% | +0.00 |
| NVDA Nvidia Corp. | Reduce -7.1% | 0.36% | +0.00 |
| F Ford Motor Co. | Reduce -0.1% | 0.47% | +0.01 |
| HAL Halliburton Co. | Reduce -2.5% | 0.12% | +0.01 |
| RF Regions Financial Corp. | Reduce -0.5% | 0.56% | +0.02 |
| MO Altria Group Inc. | Reduce -0.1% | 1.01% | +0.04 |
| WBD Warner Bros Discovery Inc. | Reduce -3.6% | 0.11% | +0.04 |
| GEV GE Vernova Inc. | Reduce -0.5% | 0.63% | +0.04 |
| GOOG Alphabet Inc. Class C | Reduce -1.1% | 0.23% | +0.05 |
| RUN Sunrun Inc. | Reduce -4.1% | 0.10% | +0.05 |
| MP MP Materials Corp. | Reduce -30.1% | 0.31% | +0.07 |
| AMD Advanced Micro Devices | Reduce -0.2% | 1.87% | +0.09 |
Portfolio Buys Q2 2025 → Q3 2025
| TFC Truist Financial Corp. | New | 0.73% | +0.73 |
| LUMN Lumen Technologies Inc. | Add +177.7% | 0.40% | +0.29 |
| BELFA Bel Fuse Inc. Class A | Add +0.4% | 1.30% | +0.21 |
| NEE Nextera Energy Inc. | New | 0.18% | +0.18 |
| DBI Designer Brands Inc. Class A | New | 0.17% | +0.17 |
| IWM iShares Russell 2000 ETF | Add +3.5% | 2.56% | +0.16 |
| PRMB Primo Brands Corp. | New | 0.14% | +0.14 |
| EPD Enterprise Products Partners | New | 0.11% | +0.11 |
| MU Micron Technology Inc. | New | 0.11% | +0.11 |
| INTC Intel Corp. | Add +0.6% | 0.39% | +0.11 |
| GE General Electric | Add +0.0% | 1.50% | +0.11 |
| ALB Albemarle Corp. | New | 0.10% | +0.10 |
| BG Bunge Global SA | New | 0.10% | +0.10 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.10% | +0.10 |
| HON Honeywell International Inc. | Add +87.3% | 0.28% | +0.10 |
| GLD SPDR Gold Shares | New | 0.09% | +0.09 |
| FDX FedEx Corp. | New | 0.09% | +0.09 |
| JNJ Johnson & Johnson | Add +0.2% | 0.72% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.7% | 0.94% | +0.07 |
| BP BP PLC-Spons ADR | Add +4.4% | 0.70% | +0.07 |
| BX Blackstone Inc. | Add +2.5% | 0.87% | +0.06 |
| RTX RTX Corp. | Add +1.3% | 0.82% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +29.1% | 0.26% | +0.05 |
| HD Home Depot Inc. | Add +0.4% | 2.43% | +0.05 |
| ZTS Zoetis Inc. | Add +46.5% | 0.25% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.3% | 1.06% | +0.04 |
| KEY Keycorp | Add +22.0% | 0.22% | +0.04 |
| JPC Nuveen Prefered & Income Opp | Add +28.3% | 0.21% | +0.04 |
| MCK McKesson Corp. | Add +6.8% | 0.87% | +0.03 |
| DUK Duke Energy Corp. | Add +22.8% | 0.19% | +0.03 |
| LW Lamb Weston Holdings Inc. | Add +23.2% | 0.14% | +0.03 |
| HPE Hewlett Packard Enterprise | Add +0.2% | 0.29% | +0.03 |
| AMZN Amazon.com Inc. | Add +15.1% | 0.38% | +0.02 |
| RGA Reinsurance Group of America | Add +26.3% | 0.18% | +0.02 |
| CVS CVS Health Corp. | Add +5.7% | 0.32% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +1.9% | 0.19% | +0.02 |
| UPS United Parcel Service Class B | Add +35.2% | 0.55% | +0.02 |
| NWL Newell Brands Inc. | Add +23.0% | 0.15% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +7.0% | 0.11% | +0.01 |
| CVX Chevron Corp. | Add +0.6% | 1.95% | +0.01 |
| LOW Lowe's Cos Inc. | Add +0.3% | 0.18% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +1.0% | 0.18% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 1.09% | +0.01 |
| HPQ HP Inc. | Add +2.1% | 0.13% | +0.01 |
| IDV iShares International Select | Add +8.0% | 0.11% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +5.9% | 0.17% | +0.00 |
| DVN Devon Energy Corp. | Add +1.5% | 0.15% | +0.00 |
| MOS The Mosaic Co. | Add +16.3% | 0.16% | +0.00 |
| BGS B&G Foods Inc. | Add +3.9% | 0.12% | +0.00 |
| MAR Marriott International Class A | Add +13.3% | 0.09% | −0.00 |
Notes & Other Activity Q2 2025 → Q3 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | New | 8,435 | $215K |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | New | 160 | $205K |
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 |