Investment Partners Asset Management, Inc.

CIK 0001384416 · Q2 2026

13F Equity AUM

$179.9M

+11.1% QoQ

Positions

168

-163 QoQ

AUM Rank

#8,509

Top 68%

Skill Alpha (FF)

+2.0%/yr^ns

No Clear Edge

Rank #1,182 · Top 14%

vs S&P -0.7%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 18.6%Top 10: 29.5%Top 20: 43.9%

AAPL5.6%

JEPI3.6%

GOOGL3.4%

PFFV3.2%

MSFT2.9%

NVDA2.7%

PYLD2.3%

SPYI2.1%

JEPQ2.0%

NDQ1.7%

Others (158)70.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 168Median: 0.33%Avg: 0.60%

0–0.5%

115(29.7%)

0.5–1%

29(22.0%)

1–3%

20(32.6%)

3–5%

3(10.2%)

5%+

1(5.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 168vs 20 funds

0%Low

168

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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