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

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

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%
FNF Fidelity National Financial 0.25% 13,082 $607K No change
AGM Federal Agric MTG Corp. Class C 0.25% 4,080 $605K Add +1.2%
HBAN Huntington Bancshares Inc. 0.24% 38,000 $595K Add +10.1%
SHOP Shopify Inc. Class A 0.24% 4,985 $591K New
GOOG Alphabet Inc. Class C 0.24% 2,052 $589K No change
FITB Fifth Third Bancorp 0.23% 12,125 $563K Add +5.1%
MU Micron Technology Inc. 0.23% 1,655 $559K No change
EPD Enterprise Products Partners 0.23% 14,707 $556K Add +0.6%
BRK.B Berkshire Hathaway Inc. Class B 0.23% 1,154 $553K Add +10.5%
STX Seagate Technology Holdings 0.22% 1,400 $548K No change
CAH Cardinal Health Inc. 0.22% 2,550 $539K Reduce -3.8%
NEE Nextera Energy Inc. 0.21% 5,629 $523K Reduce -5.0%
DVN Devon Energy Corp. 0.21% 10,129 $510K No change
JPC Nuveen Prefered & Income Opp 0.21% 67,250 $507K Add +6.3%
ALB Albemarle Corp. 0.20% 2,691 $483K Reduce -6.6%
ABT Abbott Laboratories 0.20% 4,682 $481K Reduce -0.3%
XLV SS Health Care Select Sector 0.20% 3,255 $477K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.19% 1,836 $472K Add +0.6%
RGA Reinsurance Group of America 0.19% 2,308 $471K Add +3.4%
DUK Duke Energy Corp. 0.19% 3,586 $470K No change
D Dominion Energy Inc. 0.19% 7,432 $459K No change
HAL Halliburton Co. 0.19% 11,670 $455K No change
GS Goldman Sachs Group Inc. 0.18% 518 $438K No change
UNM Unum Group 0.18% 5,943 $434K Add +0.1%
FLO Flowers Foods Inc. 0.17% 52,375 $427K Add +7.9%
CLX Clorox Company 0.17% 4,081 $423K Reduce -3.5%
CRWV Coreweave Inc. Class A 0.17% 5,370 $416K New
GD General Dynamics Corp. 0.17% 1,205 $414K Reduce -0.8%
BGS B&G Foods Inc. 0.17% 84,260 $405K Add +28.7%
VIG Vanguard Dividend Apprec ETF 0.17% 1,878 $404K Add +0.2%
LOW Lowe's Cos Inc. 0.16% 1,705 $403K No change
FISV Fiserv Inc. 0.16% 7,111 $397K Add +1.9%
SCHW Schwab (charles) Corp. 0.16% 4,127 $388K Add +0.1%
MOS The Mosaic Co. 0.16% 15,055 $387K Add +14.5%
CEF Sprott Physical Gold and Sil 0.16% 8,073 $385K No change
PSX Phillips 66 0.16% 2,113 $385K No change
IP International Paper Co. 0.15% 10,352 $370K Add +1.5%
IDV iShares International Select 0.15% 8,345 $355K Add +13.7%
PHYS Sprott Physical Gold Trust 0.14% 10,000 $354K No change
SHEL Shell PLC-ADR 0.14% 3,675 $342K No change
FDX FedEx Corp. 0.14% 954 $340K Add +11.7%
VYMI Vanguard Int High DVD YLD Inc. 0.14% 3,600 $339K No change
DVY iShares Select Dividend ETF 0.13% 2,110 $319K No change
MPC Marathon Petroleum Corp. 0.13% 1,275 $311K Reduce -3.8%
GIS General Mills Inc. 0.13% 8,367 $311K Add +16.8%
ALKS Alkermes PLC 0.12% 8,600 $303K New
TXN Texas Instruments Inc. 0.12% 1,550 $301K No change
WBD Warner Bros Discovery Inc. 0.12% 10,868 $298K Reduce -14.5%
URI United Rentals Inc. 0.12% 408 $297K Add +6.5%
ETN Eaton Corp. PLC 0.12% 823 $294K No change
WES Western Midstream Partners L 0.12% 7,132 $294K No change
SO The Southern Co. 0.12% 3,031 $293K Add +1.0%
IR Ingersoll-Rand Inc. 0.12% 3,627 $291K No change
STZ Constellation Brands Inc. Class A 0.12% 1,921 $288K Reduce -19.8%
SW Smurfit Westrock PLC 0.12% 7,207 $287K No change
PRMB Primo Brands Corp. 0.12% 15,165 $286K No change
MAR Marriott International Class A 0.11% 850 $278K No change
UNH Unitedhealth Group Inc. 0.11% 1,006 $272K Add +15.1%
ENB Enbridge Inc. 0.11% 5,026 $272K No change
VSXY Victoria's Secret & Co. 0.11% 5,755 $267K Add +4.5%
GOOGL Alphabet Inc. Class A 0.11% 905 $260K Add +1.5%
COF Capital One Financial Corp. 0.10% 1,403 $256K No change
GLD SPDR Gold Shares 0.10% 584 $251K No change
Q Qnity Electronics Inc. 0.10% 2,132 $246K New
AMGN Amgen Inc. 0.10% 690 $243K No change
NWL Newell Brands Inc. 0.10% 70,090 $240K Add +18.4%
CRBG Corebridge Financial Inc. 0.10% 9,950 $237K New
HPQ HP Inc. 0.10% 12,306 $236K Add +13.9%
VPU Vanguard Utilities ETF 0.10% 1,179 $234K No change
XLK SS Technology Select Sector 0.09% 1,680 $223K Reduce -2.9%
CMI Cummins Inc. 0.09% 401 $216K No change
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.09% 19,180 $215K Add +0.0%
DD Dupont DE Nemours Inc. 0.09% 4,600 $211K New
RUN Sunrun Inc. 0.08% 14,600 $198K Add +3.5%
VG Venture Global Inc. Class A 0.07% 11,150 $176K No change
RIG Transocean Ltd. 0.07% 25,125 $167K No change
GNW Genworth Financial Inc. 0.07% 20,000 $162K No change
NUV Nuveen Municipal Value 0.06% 16,250 $146K No change
BTZ BlackRock Credit Allocation 0.06% 13,500 $136K No change
PAYS Paysign Inc. 0.02% 10,000 $59K No change
AAME Atlantic American Corp. 0.02% 18,000 $42K No change
USIO Usio Inc. 0.01% 20,000 $23K No change

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

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