1y return+22.2%S&P 500 +20.9%
3y return+51.7%S&P 500 +68.5%
5y return+46.9%S&P 500 +74.5%
10y return+159.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $260 against $357 in the S&P 500.2
Investors Asset Management Of Georgia Inc /ga/ /advS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | $15.5M | 5.4% | |
| EFXEquifax Inc | $13.8M | 4.8% | |
| JPMJpmorgan Chase & Co | $8.8M | 3.1% | |
| BELFBBel Fuse Inc | $8.2M | 2.9% | |
| LLYEli Lilly & Co | $8.2M | 2.8% | −1.4% |
| CATCaterpillar Inc | $7.9M | 2.8% | −2.8% |
| IWMIshares Tr | $7.9M | 2.7% | +1.9% |
| BELFABel Fuse Inc | $7.3M | 2.5% | −2.6% |
| EEFTEuronet Worldwide Inc | $6.8M | 2.3% | −3.1% |
| MSFTMicrosoft Corp | $5.5M | 1.9% | |
| AAPLApple Inc | $5.2M | 1.8% | +5.7% |
| HDHome Depot Inc | $4.9M | 1.7% | −1.2% |
| ABBVAbbvie Inc | $4.7M | 1.6% | |
| CVXChevron Corporation | $4.7M | 1.6% | −3.6% |
| GEGe Aerospace | $4.1M | 1.4% | |
| INTCIntel Corp | $4.0M | 1.4% | −1.7% |
| CSCOCisco Sys Inc | $3.5M | 1.2% | |
| KOCoca Cola Co | $3.3M | 1.1% | +8.6% |
| QQQInvesco Qqq Tr | $3.1M | 1.1% | +1.5% |
| SPYState Str Spdr S&p 500 Etf T | $3.0M | 1.0% | +11.1% |
| AXPAmerican Express Co | $3.0M | 1.0% | |
| VYMVanguard Whitehall Fds | $2.8M | 1.0% | +9.3% |
| FISFidelity Natl Information Sv | $2.7M | 0.9% | +5.3% |
| PMPhilip Morris Intl Inc | $2.7M | 0.9% | |
| VTIVanguard Index Fds | $2.7M | 0.9% | −2.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| BELFBBel Fuse Inc | June 30, 2020 | +3004.2% | $8.2M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $15.5M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $7.9M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $8.2M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $2.6M |
| Trane Technologies PLCCUSIP G8994E103 | June 30, 2020 | +451.9% | $2.1M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $3.0M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $8.8M |
| BELFABel Fuse Inc | June 30, 2025 | +224.1% | $7.3M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $5.2M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $783K
- Dupont De Nemours IncCUSIP 26614N102 was $211K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.2% | +14.8% |
| March 31, 2026 | −0.3% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | −1.3% | −4.6% |
| December 31, 2024 | −2.1% | +2.1% |
| September 30, 2024 | +8.1% | +5.4% |
| June 30, 2024 | −2.5% | +4.0% |
| March 31, 2024 | +8.5% | +10.0% |
| December 31, 2023 | +10.6% | +11.2% |
| September 30, 2023 | −5.8% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +0.8% | +7.0% |
| December 31, 2022 | +11.7% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −14.4% | −16.5% |
| March 31, 2022 | −6.0% | −4.9% |
| December 31, 2021 | +7.7% | +10.7% |
| September 30, 2021 | +0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Investors Asset Management Of Georgia Inc /ga/ /adv Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=867926&type=13F-HR&dateb=&owner=include&count=40CIK 867926
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/867926/000106299326003755/Filed July 22, 2026 · accession 0001062993-26-003755