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

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 Q2 2025 Q3 2025: $234.6M $234.6M Q3 2025 Q4 2025: $241.7M Q4 2025 Q1 2026: $244.3M Q1 2026 Q2 2026: $287.7M Q2 2026

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%
FITB Fifth Third Bancorp 0.22% 11,610 $517K Reduce -10.5%
KEY Keycorp 0.22% 27,345 $510K Add +22.0%
JPC Nuveen Prefered & Income Opp 0.21% 61,250 $502K Add +28.3%
IP International Paper Co. 0.21% 10,567 $490K Reduce -8.3%
PSLV Sprott Physical Silver Trust 0.20% 30,000 $471K No change
BMY Bristol-Myers Squibb Co. 0.20% 10,299 $464K Add +7.3%
UNM Unum Group 0.20% 5,934 $462K Add +0.1%
XLV SS Health Care Select Sector 0.20% 3,304 $460K Add +1.9%
VRT Vertiv Holdings Co. Class A 0.19% 3,020 $456K Add +1.9%
D Dominion Energy Inc. 0.19% 7,432 $455K No change
DUK Duke Energy Corp. 0.19% 3,595 $445K Add +22.8%
KMB Kimberly-Clark Corp. 0.18% 3,480 $433K Reduce -3.5%
RGA Reinsurance Group of America 0.18% 2,231 $429K Add +26.3%
LOW Lowe's Cos Inc. 0.18% 1,705 $428K Add +0.3%
GIS General Mills Inc. 0.18% 8,430 $425K Reduce -5.6%
NEE Nextera Energy Inc. 0.18% 5,625 $425K New
GD General Dynamics Corp. 0.18% 1,225 $418K No change
CAH Cardinal Health Inc. 0.18% 2,650 $416K No change
GS Goldman Sachs Group Inc. 0.18% 518 $413K Add +1.0%
GLW Corning Inc. 0.17% 4,958 $407K No change
VIG Vanguard Dividend Apprec ETF 0.17% 1,866 $403K Add +5.9%
SCHW Schwab (charles) Corp. 0.17% 4,122 $393K Reduce -1.1%
DBI Designer Brands Inc. Class A 0.17% 110,435 $391K New
MOS The Mosaic Co. 0.16% 10,738 $373K Add +16.3%
URI United Rentals Inc. 0.16% 383 $366K No change
DVN Devon Energy Corp. 0.15% 10,302 $361K Add +1.5%
DD Dupont DE Nemours Inc. 0.15% 4,621 $360K Reduce -5.6%
PSX Phillips 66 0.15% 2,576 $350K No change
NWL Newell Brands Inc. 0.15% 66,115 $346K Add +23.0%
PRMB Primo Brands Corp. 0.14% 15,165 $335K New
STX Seagate Technology Holdings 0.14% 1,400 $330K No change
LW Lamb Weston Holdings Inc. 0.14% 5,574 $324K Add +23.2%
ETN Eaton Corp. PLC 0.14% 848 $317K No change
SW Smurfit Westrock PLC 0.13% 7,307 $311K Reduce -10.4%
HPQ HP Inc. 0.13% 11,106 $302K Add +2.1%
DVY iShares Select Dividend ETF 0.13% 2,113 $300K No change
IR Ingersoll-Rand Inc. 0.13% 3,627 $300K No change
COF Capital One Financial Corp. 0.13% 1,403 $298K No change
PHYS Sprott Physical Gold Trust 0.13% 10,000 $296K No change
CEF Sprott Physical Gold and Sil 0.13% 8,073 $296K No change
DOW Dow Inc. 0.13% 12,879 $295K Reduce -7.3%
STZ Constellation Brands Inc. Class A 0.12% 2,149 $289K Add +24.6%
HAL Halliburton Co. 0.12% 11,670 $287K Reduce -2.5%
TXN Texas Instruments Inc. 0.12% 1,550 $285K No change
SO The Southern Co. 0.12% 3,002 $285K No change
BGS B&G Foods Inc. 0.12% 63,628 $282K Add +3.9%
WES Western Midstream Partners L 0.12% 6,932 $272K No change
UNH Unitedhealth Group Inc. 0.11% 769 $266K Add +7.0%
EPD Enterprise Products Partners 0.11% 8,456 $264K New
SHEL Shell PLC-ADR 0.11% 3,675 $263K Reduce -2.6%
MU Micron Technology Inc. 0.11% 1,555 $260K New
WBD Warner Bros Discovery Inc. 0.11% 13,213 $258K Reduce -3.6%
MPC Marathon Petroleum Corp. 0.11% 1,325 $255K Reduce -7.0%
XLK SS Technology Select Sector 0.11% 905 $255K Reduce -0.6%
ENB Enbridge Inc. 0.11% 5,031 $254K No change
IDV iShares International Select 0.11% 6,832 $250K Add +8.0%
ALB Albemarle Corp. 0.10% 3,031 $246K New
RUN Sunrun Inc. 0.10% 14,100 $244K Reduce -4.1%
BG Bunge Global SA 0.10% 2,970 $241K New
VYMI Vanguard Int High DVD YLD Inc. 0.10% 2,800 $237K New
VPU Vanguard Utilities ETF 0.10% 1,179 $223K No change
MAR Marriott International Class A 0.09% 850 $221K Add +13.3%
BDX Becton Dickinson and Co. 0.09% 1,175 $220K No change
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.09% 19,155 $218K Add +0.1%
SHOP Shopify Inc. Class A 0.09% 1,425 $212K Reduce -42.1%
GLD SPDR Gold Shares 0.09% 584 $208K New
FDX FedEx Corp. 0.09% 853 $201K New
GNW Genworth Financial Inc. 0.08% 20,000 $178K No change
FLO Flowers Foods Inc. 0.07% 12,025 $157K Add +8.6%
BTZ BlackRock Credit Allocation 0.06% 13,500 $149K No change
NUV Nuveen Municipal Value 0.06% 16,250 $146K No change
RIG Transocean Ltd. 0.03% 25,125 $78K Reduce -4.2%
PAYS Paysign Inc. 0.03% 10,000 $63K No change
AAME Atlantic American Corp. 0.02% 18,000 $52K No change
USIO Usio Inc. 0.01% 20,000 $28K No change
PLUG Plug Power Inc. 0.01% 10,000 $23K No change
XLO Xilio Therapeutics Inc. 0.00% 10,000 $8K No change
Other holdings (2): bonds, preferreds, convertibles and warrants · $420K (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 8,435$215KNew
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 160$205KNew

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

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