Investors Asset Management of Georgia Inc. /Ga/
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Investors Asset Management of Georgia Inc. /Ga/ reported 182 stock positions worth $244.3 million. Its top holding was Equifax (EFX) at 6.4% of the portfolio, followed by JPMorgan Chase (JPM, 3.2%) and Eli Lilly (LLY, 2.6%). Compared with Q4 2025, it opened 7 new positions, sold out of 8, added to 91 and reduced 37. The biggest buy was a new position in Pinnacle Financial Partners (PNFP) and the biggest sale iShares Russell 2000 ETF (IWM, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0000867926
- Portfolio Value
- $244.3M (Q1 2026)
- SEC Filing
- 0001062993-26-002167 ↗ filed Apr 27, 2026
Holdings Value
Holdings 182 stocks · $244.3M
| EFX Equifax Inc. | 6.40% | 86,852 | $15.6M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 3.23% | 26,840 | $7.9M | Add +0.6% |
| LLY Eli Lilly & Co. | 2.60% | 6,918 | $6.4M | Add +0.4% |
| IWM iShares Russell 2000 ETF | 2.60% | 25,760 | $6.3M | Reduce -25.4% |
| EEFT Euronet Worldwide Inc. | 2.59% | 95,313 | $6.3M | Add +2.5% |
| CVX Chevron Corp. | 2.48% | 29,288 | $6.1M | Reduce -0.8% |
| MSFT Microsoft Corp. | 2.25% | 14,845 | $5.5M | Add +1.3% |
| AMD Advanced Micro Devices | 2.24% | 26,937 | $5.5M | Reduce -0.2% |
| CAT Caterpillar Inc. | 2.22% | 7,664 | $5.4M | Add +1.8% |
| BELFB Bel Fuse Inc. Class B | 2.01% | 24,807 | $4.9M | Reduce -0.6% |
| HD Home Depot Inc. | 1.91% | 14,205 | $4.7M | Add +1.4% |
| BELFA Bel Fuse Inc. Class A | 1.90% | 25,781 | $4.6M | Reduce -0.6% |
| AAPL Apple Inc. | 1.75% | 16,878 | $4.3M | Add +1.7% |
| ABBV Abbvie Inc. | 1.66% | 18,632 | $4.1M | Add +0.3% |
| GE General Electric filed as GE AEROSPACE | 1.27% | 11,036 | $3.1M | Reduce -0.1% |
| FIS Fidelity National Info Serv | 1.27% | 66,382 | $3.1M | Add +0.0% |
| KO The Coca-Cola Co. | 1.16% | 37,144 | $2.8M | Add +1.1% |
| AXP American Express Co. | 1.09% | 8,830 | $2.7M | Add +3.5% |
| PFE Pfizer Inc. | 1.09% | 94,550 | $2.7M | Add +3.3% |
| GILD Gilead Sciences Inc. | 1.06% | 18,613 | $2.6M | Add +2.7% |
| OKE Oneok Inc. | 1.05% | 28,439 | $2.6M | Add +2.8% |
| BX Blackstone Inc. | 1.01% | 21,569 | $2.5M | Add +37.0% |
| PM Philip Morris International | 1.01% | 14,989 | $2.5M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.98% | 7,453 | $2.4M | Reduce -1.4% |
| VYM Vanguard High DVD Yield ETF | 0.98% | 16,100 | $2.4M | Add +0.3% |
| MO Altria Group Inc. | 0.97% | 35,965 | $2.4M | Add +1.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.97% | 4,110 | $2.4M | Add +3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.97% | 3,626 | $2.4M | Add +5.2% |
| CSCO Cisco Systems Inc. | 0.96% | 30,092 | $2.3M | Add +3.1% |
| BP BP PLC-Spons ADR | 0.94% | 49,039 | $2.3M | Add +3.0% |
| LMT Lockheed Martin Corp. | 0.93% | 3,776 | $2.3M | Add +4.0% |
| MCK McKesson Corp. | 0.93% | 2,634 | $2.3M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.93% | 2,270 | $2.3M | Reduce -4.2% |
| MRK Merck & Co. Inc. | 0.92% | 18,601 | $2.2M | Add +2.6% |
| JNJ Johnson & Johnson | 0.91% | 9,093 | $2.2M | Reduce -0.2% |
| RTX RTX Corp. | 0.90% | 11,386 | $2.2M | Reduce -1.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.88% | 44,154 | $2.2M | Add +0.9% |
| MCD McDonald's Corp. | 0.87% | 6,870 | $2.1M | Add +3.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.86% | 8,701 | $2.1M | Add +6.6% |
| UPS United Parcel Service Class B | 0.82% | 20,245 | $2.0M | Add +25.2% |
| GEV GE Vernova Inc. | 0.79% | 2,203 | $1.9M | Reduce -1.1% |
| TFC Truist Financial Corp. | 0.75% | 39,817 | $1.8M | Add +5.7% |
| XOM Exxon Mobil Corp. | 0.74% | 10,650 | $1.8M | Add +0.4% |
| TT Trane Technologies PLC | 0.73% | 4,272 | $1.8M | No change |
| OXY Occidental Petroleum Corp. | 0.71% | 26,800 | $1.7M | Add +6.3% |
| AVGO Broadcom Inc. | 0.68% | 5,345 | $1.7M | Add +1.4% |
| BA The Boeing Co. | 0.66% | 8,154 | $1.6M | Reduce -0.4% |
| COP Conocophillips | 0.66% | 12,228 | $1.6M | Add +3.4% |
| T AT&T Inc. | 0.65% | 54,864 | $1.6M | Add +1.9% |
| ITW Illinois Tool Works | 0.65% | 6,100 | $1.6M | No change |
| NFLX Netflix Inc. | 0.64% | 16,275 | $1.6M | Add +60.3% |
| AZN Astrazeneca PLC | 0.60% | 7,467 | $1.5M | Add +2.4% |
| WFC Wells Fargo & Co. | 0.59% | 18,070 | $1.4M | Add +2.3% |
| VOO Vanguard S&P 500 ETF | 0.58% | 2,390 | $1.4M | Reduce -3.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.58% | 14,774 | $1.4M | Add +4.6% |
| RF Regions Financial Corp. | 0.54% | 50,739 | $1.3M | Add +2.5% |
| TRV The Travelers Cos Inc. | 0.54% | 4,511 | $1.3M | Add +3.4% |
| TGT Target Corp. | 0.53% | 10,637 | $1.3M | Add +2.5% |
| INTC Intel Corp. | 0.52% | 28,813 | $1.3M | Add +2.6% |
| NOK Nokia Corp.-Spon ADR | 0.52% | 157,210 | $1.3M | No change |
| LUMN Lumen Technologies Inc. | 0.50% | 176,250 | $1.2M | Add +6.7% |
| FCX Freeport-McMoran Inc. | 0.50% | 20,714 | $1.2M | Reduce -2.3% |
| VZ Verizon Communications Inc. | 0.49% | 23,926 | $1.2M | Add +0.2% |
| AMZN Amazon.com Inc. | 0.48% | 5,687 | $1.2M | Add +37.6% |
| WMT Walmart Inc. | 0.47% | 9,271 | $1.2M | Reduce -1.8% |
| PNFP Pinnacle Financial Partners | 0.46% | 13,063 | $1.1M | New |
| XLF SS Financial Select Sector | 0.44% | 21,684 | $1.1M | Reduce -1.1% |
| F Ford Motor Co. filed as FORD MTR CO | 0.42% | 89,488 | $1.0M | Reduce -0.7% |
| WSBC Wesbanco Inc. | 0.42% | 29,777 | $1.0M | No change |
| BMY Bristol-Myers Squibb Co. | 0.42% | 16,884 | $1.0M | Add +65.0% |
| XLE SS Energy Select Sector | 0.42% | 16,644 | $1.0M | Reduce -0.6% |
| MDLZ Mondelez International Inc. Class A | 0.40% | 17,142 | $988K | Reduce -2.6% |
| PG The Procter & Gamble Co. | 0.40% | 6,687 | $966K | Reduce -0.1% |
| KMI Kinder Morgan Inc. | 0.38% | 27,640 | $927K | Add +15.7% |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.38% | 22,009 | $917K | Add +100.4% |
| C Citigroup Inc. | 0.35% | 7,440 | $844K | Reduce -3.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.33% | 2,836 | $814K | Add +19.0% |
| CVS CVS Health Corp. | 0.33% | 11,128 | $799K | Add +9.6% |
| PRTH Priority Technology Holdings | 0.33% | 168,935 | $797K | Add +1.1% |
| HON Honeywell International Inc. | 0.32% | 3,466 | $783K | Add +9.7% |
| LIN Linde PLC | 0.32% | 1,575 | $781K | No change |
| ALL Allstate Corp. | 0.31% | 3,700 | $767K | Add +14.7% |
| KHC The Kraft Heinz Co. | 0.31% | 34,074 | $766K | Add +7.7% |
| CSX CSX Corp. | 0.31% | 18,571 | $762K | Add +0.0% |
| ZTS Zoetis Inc. | 0.30% | 6,212 | $734K | Add +8.6% |
| PSLV Sprott Physical Silver Trust | 0.30% | 30,000 | $732K | No change |
| VRT Vertiv Holdings Co. Class A | 0.30% | 2,920 | $732K | No change |
| MMM 3M Co. | 0.30% | 4,992 | $725K | Reduce -0.5% |
| ORCL Oracle Corp. | 0.29% | 4,875 | $717K | Add +0.3% |
| NVDA Nvidia Corp. | 0.29% | 4,057 | $708K | Add +7.1% |
| HPE Hewlett Packard Enterprise | 0.29% | 29,644 | $706K | Add +8.1% |
| AFL Aflac Inc. | 0.28% | 6,276 | $689K | Reduce -3.1% |
| GLW Corning Inc. | 0.28% | 4,958 | $674K | No change |
| MP MP Materials Corp. | 0.28% | 13,925 | $672K | Add +32.3% |
| WMB Williams Cos Inc. | 0.27% | 9,023 | $657K | Reduce -5.7% |
| KEY Keycorp | 0.27% | 32,493 | $650K | Add +1.7% |
| BG Bunge Global SA | 0.26% | 4,928 | $627K | Reduce -5.7% |
| DBI Designer Brands Inc. Class A | 0.25% | 108,714 | $619K | Add +1.2% |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 3,211 | $616K | Add +109.0% |
| KMB Kimberly-Clark Corp. | 0.25% | 6,291 | $607K | Reduce -10.9% |
Portfolio Sells Q4 2025 → Q1 2026
| IWM iShares Russell 2000 ETF | Reduce -25.4% | 2.60% | −0.92 |
| AVDL Avadel Pharmaceuticals Ltd. | Sold out | 0.00% | −0.74 |
| SNV Synovus Financial Corp. | Sold out | 0.00% | −0.49 |
| AMD Advanced Micro Devices | Reduce -0.2% | 2.24% | −0.15 |
| GE General Electric | Reduce -0.1% | 1.27% | −0.13 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.09 |
| LW Lamb Weston Holdings Inc. | Sold out | 0.00% | −0.09 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.09 |
| BA The Boeing Co. | Reduce -0.4% | 0.66% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.4% | 0.98% | −0.07 |
| F Ford Motor Co. | Reduce -0.7% | 0.42% | −0.07 |
| XLF SS Financial Select Sector | Reduce -1.1% | 0.44% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -3.0% | 0.58% | −0.05 |
| ABT Abbott Laboratories | Reduce -0.3% | 0.20% | −0.05 |
| KMB Kimberly-Clark Corp. | Reduce -10.9% | 0.25% | −0.05 |
| MMM 3M Co. | Reduce -0.5% | 0.30% | −0.04 |
| WBD Warner Bros Discovery Inc. | Reduce -14.5% | 0.12% | −0.03 |
| C Citigroup Inc. | Reduce -3.3% | 0.35% | −0.03 |
| STZ Constellation Brands Inc. Class A | Reduce -19.8% | 0.12% | −0.02 |
| AFL Aflac Inc. | Reduce -3.1% | 0.28% | −0.01 |
| XLK SS Technology Select Sector | Reduce -2.9% | 0.09% | −0.01 |
| PLUG Plug Power Inc. | Sold out | 0.00% | −0.01 |
| CAH Cardinal Health Inc. | Reduce -3.8% | 0.22% | −0.00 |
| CLX Clorox Company | Reduce -3.5% | 0.17% | −0.00 |
| DVLT Datavault AI Inc. | Sold out | 0.00% | −0.00 |
| XLO Xilio Therapeutics Inc. | Sold out | 0.00% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.40% | −0.00 |
| GD General Dynamics Corp. | Reduce -0.8% | 0.17% | 0.00 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.6% | 0.40% | +0.01 |
| NEE Nextera Energy Inc. | Reduce -5.0% | 0.21% | +0.02 |
| RTX RTX Corp. | Reduce -1.0% | 0.90% | +0.03 |
| ALB Albemarle Corp. | Reduce -6.6% | 0.20% | +0.03 |
| WMB Williams Cos Inc. | Reduce -5.7% | 0.27% | +0.03 |
| WMT Walmart Inc. | Reduce -1.8% | 0.47% | +0.04 |
| MCK McKesson Corp. | Reduce -0.2% | 0.93% | +0.04 |
| MPC Marathon Petroleum Corp. | Reduce -3.8% | 0.13% | +0.04 |
| FCX Freeport-McMoran Inc. | Reduce -2.3% | 0.50% | +0.05 |
| BG Bunge Global SA | Reduce -5.7% | 0.26% | +0.06 |
| COST Costco Wholesale Corp. | Reduce -4.2% | 0.93% | +0.08 |
| XLE SS Energy Select Sector | Reduce -0.6% | 0.42% | +0.11 |
| JNJ Johnson & Johnson | Reduce -0.2% | 0.91% | +0.13 |
| GEV GE Vernova Inc. | Reduce -1.1% | 0.79% | +0.18 |
| BELFB Bel Fuse Inc. Class B | Reduce -0.6% | 2.01% | +0.26 |
| BELFA Bel Fuse Inc. Class A | Reduce -0.6% | 1.90% | +0.27 |
| CVX Chevron Corp. | Reduce -0.8% | 2.48% | +0.62 |
Portfolio Buys Q4 2025 → Q1 2026
| PNFP Pinnacle Financial Partners | New | 0.46% | +0.46 |
| CAT Caterpillar Inc. | Add +1.8% | 2.22% | +0.44 |
| OXY Occidental Petroleum Corp. | Add +6.3% | 0.71% | +0.28 |
| DOW Dow Inc. | Add +100.4% | 0.38% | +0.27 |
| BP BP PLC-Spons ADR | Add +3.0% | 0.94% | +0.26 |
| NFLX Netflix Inc. | Add +60.3% | 0.64% | +0.25 |
| SHOP Shopify Inc. Class A | New | 0.24% | +0.24 |
| XOM Exxon Mobil Corp. | Add +0.4% | 0.74% | +0.21 |
| OKE Oneok Inc. | Add +2.8% | 1.05% | +0.21 |
| LMT Lockheed Martin Corp. | Add +4.0% | 0.93% | +0.21 |
| COP Conocophillips | Add +3.4% | 0.66% | +0.20 |
| BMY Bristol-Myers Squibb Co. | Add +65.0% | 0.42% | +0.19 |
| CRWV Coreweave Inc. Class A | New | 0.17% | +0.17 |
| UPS United Parcel Service Class B | Add +25.2% | 0.82% | +0.15 |
| PFE Pfizer Inc. | Add +3.3% | 1.09% | +0.14 |
| GILD Gilead Sciences Inc. | Add +2.7% | 1.06% | +0.14 |
| RSP Invesco S&P 500 Equal Weight | Add +109.0% | 0.25% | +0.13 |
| MRK Merck & Co. Inc. | Add +2.6% | 0.92% | +0.13 |
| MO Altria Group Inc. | Add +1.4% | 0.97% | +0.13 |
| ALKS Alkermes PLC | New | 0.12% | +0.12 |
| TGT Target Corp. | Add +2.5% | 0.53% | +0.11 |
| KMI Kinder Morgan Inc. | Add +15.7% | 0.38% | +0.11 |
| Q Qnity Electronics Inc. | New | 0.10% | +0.10 |
| T AT&T Inc. | Add +1.9% | 0.65% | +0.10 |
| CRBG Corebridge Financial Inc. | New | 0.10% | +0.10 |
| KO The Coca-Cola Co. | Add +1.1% | 1.16% | +0.09 |
| INTC Intel Corp. | Add +2.6% | 0.52% | +0.09 |
| AMZN Amazon.com Inc. | Add +37.6% | 0.48% | +0.09 |
| VZ Verizon Communications Inc. | Add +0.2% | 0.49% | +0.09 |
| DD Dupont DE Nemours Inc. | New | 0.09% | +0.09 |
| HON Honeywell International Inc. | Add +9.7% | 0.32% | +0.07 |
| MP MP Materials Corp. | Add +32.3% | 0.28% | +0.06 |
| BGS B&G Foods Inc. | Add +28.7% | 0.17% | +0.05 |
| AZN Astrazeneca PLC | Add +2.4% | 0.60% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +19.0% | 0.33% | +0.05 |
| FDX FedEx Corp. | Add +11.7% | 0.14% | +0.04 |
| ALL Allstate Corp. | Add +14.7% | 0.31% | +0.04 |
| MCD McDonald's Corp. | Add +3.5% | 0.87% | +0.03 |
| EPD Enterprise Products Partners | Add +0.6% | 0.23% | +0.03 |
| CSX CSX Corp. | Add +0.0% | 0.31% | +0.03 |
| MOS The Mosaic Co. | Add +14.5% | 0.16% | +0.03 |
| IDV iShares International Select | Add +13.7% | 0.15% | +0.03 |
| CSCO Cisco Systems Inc. | Add +3.1% | 0.96% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +0.3% | 0.98% | +0.02 |
| HPE Hewlett Packard Enterprise | Add +8.1% | 0.29% | +0.02 |
| TRV The Travelers Cos Inc. | Add +3.4% | 0.54% | +0.02 |
| SO The Southern Co. | Add +1.0% | 0.12% | +0.01 |
| BX Blackstone Inc. | Add +37.0% | 1.01% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +10.5% | 0.23% | +0.01 |
| NWL Newell Brands Inc. | Add +18.4% | 0.10% | +0.01 |
Notes & Other Activity Q4 2025 → Q1 2026
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Sold out | 160 | $200Kbefore 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 |