Q3 2026 13F · SEC CIK 867926

Investors Asset Management of Georgia Inc /ga/ /adv

Asset managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $276.3M
Reported positions: 194
Top holdings a year, 3 yrs: +17.3%
Average holding period: 8.9 yrs

Investors Asset Management of Georgia Inc /ga/ /adv is an asset manager that reported 194 positions worth $276.3M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Advanced Micro Devices Inc (AMD, 5.9%), Equifax Inc (EFX, 4.3%), Jpmorgan Chase & Co (JPM, 3.2%). A portfolio copying its top holdings returned 17.3% a year over the last 3 years, against 20.4% for the S&P 500.

Investors Asset Management of Georgia Inc /ga/ /adv holdings largest 50 of 194 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Investors Asset Management of Georgia Inc /ga/ /adv 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AMDAdvanced Micro Devices Inc	5.9%	5.4%	26,523	-0.7%	$16.2M
EFXEquifax Inc	4.3%	4.8%	86,854	+0.0%	$11.9M
JPMJpmorgan Chase & Co	3.2%	3.1%	26,964	+0.0%	$8.9M
LLYEli Lilly & Co	2.8%	2.8%	6,803	-0.2%	$7.9M
MSFTMicrosoft Corp	2.7%	1.9%	14,775	-0.2%	$7.6M
IWMIshares Tr	2.7%	2.7%	26,457	+0.8%	$7.4M
BELFBBel Fuse Inc. - Class B Common Stock	2.2%	2.9%	24,708	+0.0%	$6.0M
CATCaterpillar Inc	2.2%	2.8%	7,422	-0.3%	$6.0M
AAPLApple Inc	2.1%	1.8%	17,799	-0.3%	$5.9M
CVXChevron Corporation	2.1%	1.6%	28,015	-0.7%	$5.7M
EEFTEuronet Worldwide Inc	2.0%	2.3%	87,746	-5.0%	$5.5M
ABBVAbbvie Inc	1.8%	1.6%	18,946	+1.9%	$5.0M
BELFABel Fuse Inc. - Class A Common Stock	1.8%	2.5%	24,806	-1.2%	$4.9M
HDHome Depot Inc	1.5%	1.7%	14,123	+0.6%	$4.0M
KOCoca Cola Co	1.3%	1.1%	40,352	+0.0%	$3.5M
INTCIntel Corp	1.2%	1.4%	28,550	+0.8%	$3.4M
GEGe Aerospace	1.2%	1.4%	10,950	-0.1%	$3.4M
SPYState Str Spdr S&p 500 ETF T	1.2%	1.0%	4,263	+5.8%	$3.3M
CSCOCisco Sys Inc	1.2%	1.2%	29,660	-0.8%	$3.2M
QQQInvesco Qqq Tr	1.1%	1.1%	4,227	+1.3%	$3.1M
VTIVanguard Index Fds	1.1%	0.9%	7,967	+9.2%	$3.0M
PMPhilip Morris Intl Inc	1.0%	0.9%	14,739	-1.7%	$2.8M
PFEPfizer Inc	1.0%	0.8%	97,514	+4.0%	$2.8M
MRKMerck & Co Inc	1.0%	0.9%	18,912	-0.9%	$2.7M
GILDGilead Sciences Inc	1.0%	0.8%	18,418	-1.1%	$2.7M
VYMVanguard Whitehall Fds	1.0%	1.0%	17,553	-0.2%	$2.7M
JNJJohnson & Johnson	1.0%	0.9%	10,140	+0.0%	$2.7M
AXPAmerican Express Co	1.0%	1.0%	8,729	-1.2%	$2.7M
BACBank of Amer Corp	0.9%	0.9%	47,213	+0.1%	$2.6M
OKEOneok Inc New	0.9%	—	29,570	—	$2.5M
HPEHewlett Packard Enterprise C	0.9%	0.6%	39,308	-1.3%	$2.5M
MOAltria Group Inc	0.9%	0.9%	35,947	-0.1%	$2.4M
BXBlackstone Inc	0.9%	0.9%	21,235	-2.8%	$2.4M
FISFidelity Natl Information Sv	0.8%	0.9%	69,726	-0.2%	$2.3M
MCKMckesson Corp	0.8%	0.7%	2,640	+0.2%	$2.3M
MUMicron Technology Inc	0.8%	0.8%	2,006	+0.4%	$2.1M
UPSUnited Parcel Svcs Inc	0.8%	0.8%	22,707	+7.0%	$2.1M
GEVGe Vernova Inc	0.8%	0.9%	2,185	-0.3%	$2.1M
COSTCostco Wholesale Corporation	0.7%	0.7%	2,250	-0.4%	$2.0M
RTXRtx Corporation	0.7%	0.7%	10,965	-3.3%	$2.0M
BPBp PLC	0.7%	0.6%	45,118	-1.0%	$2.0M
LMTLockheed Martin Corp	0.7%	0.7%	3,896	-0.5%	$2.0M
IBMInternational Business Machs	0.7%	0.9%	8,986	+1.0%	$2.0M
TFCTruist Finl Corp	0.7%	0.7%	42,329	+1.2%	$2.0M
TTTrane Technologies PLC	0.7%	0.7%	4,217	-1.3%	$1.9M
AVGOBroadcom Inc	0.7%	0.7%	5,270	+0.0%	$1.9M
TGTTarget Corp	0.6%	—	11,192	—	$1.8M
VOOVanguard Index Fds	0.6%	—	2,360	—	$1.7M
XOMExxonmobil Holdings Corp	0.6%	—	9,888	—	$1.6M
TRVTravelers Companies Inc	0.6%	—	4,511	—	$1.6M

What Investors Asset Management of Georgia Inc /ga/ /adv bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VTI Vanguard Index Fds+9.2% shares
UPS United Parcel Svcs Inc+7.0% shares
SPY State Str Spdr S&p 500 ETF T+5.8% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.1% /yr; S&P 500 +20.1%
3 years: +17.3% /yr; S&P 500 +20.4%
5 years: +7.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$276.3M	194
Q2 2026	$287.7M	195
Q1 2026	$244.3M	182
Q4 2025	$241.9M	184
Q3 2025	$235.0M	179
Q2 2025	$216.1M	169
Q1 2025	$197.7M	161
Q4 2024	$205.1M	160
Q3 2024	$212.1M	166
Q2 2024	$205.5M	162
Q1 2024	$212.7M	160
Q4 2023	$197.3M	159

Questions about Investors Asset Management of Georgia Inc /ga/ /adv's portfolio

What stocks does Investors Asset Management of Georgia Inc /ga/ /adv own?

Investors Asset Management of Georgia Inc /ga/ /adv's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 194 positions worth $276.3M. The largest are Advanced Micro Devices Inc (AMD) at 5.9%, Equifax Inc (EFX) at 4.3%, Jpmorgan Chase & Co (JPM) at 3.2%, Eli Lilly & Co (LLY) at 2.8% and Microsoft Corp (MSFT) at 2.7%.

What did Investors Asset Management of Georgia Inc /ga/ /adv buy last quarter?

In Q3 2026, Investors Asset Management of Georgia Inc /ga/ /adv added Vanguard Index Fds (VTI) (+9.2% shares), United Parcel Svcs Inc (UPS) (+7.0% shares) and State Str Spdr S&p 500 ETF T (SPY) (+5.8% shares), compared with its Q2 2026 filing.

What did Investors Asset Management of Georgia Inc /ga/ /adv sell last quarter?

In Q3 2026, Investors Asset Management of Georgia Inc /ga/ /adv cut from its top 50 Oneok Inc New (OKE), cut from its top 50 Nokia Corp (NOK), cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Boeing Co (BA) and cut from its top 50 Illinois Tool Wks Inc (ITW), compared with its Q2 2026 filing.

How has Investors Asset Management of Georgia Inc /ga/ /adv's portfolio performed?

A portfolio copying Investors Asset Management of Georgia Inc /ga/ /adv's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.1% against +20.1%. Over 5 years: +7.0% a year against +11.6%.

When is Investors Asset Management of Georgia Inc /ga/ /adv's next 13F filing due?

13F filings are due 45 days after each quarter ends. Investors Asset Management of Georgia Inc /ga/ /adv's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.