Gregg Abella
Investment Partners Asset Management, Inc.
Assets Managed
$179.872M
Holdings
168
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
11.06%(2Q avg: 5.95%)
Sustained Growth
10 quarters
Portfolio positions
This chart displays the top 10 holdings in Investment Partners Asset Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 168 positions.
Assets under management
The assets under management (AUM) of Investment Partners Asset Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 179.872M in assets, with a quarterly growth rate of 11.06% and a 2-quarter average growth rate of 5.95%. The portfolio is managed by Gregg Abella, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AAPL Apple Inc
| 5.58% | $10.032M↓ Put 34,669 shares@ $289.37 avg price | Decreased -1.1% |
JEPI Jpmorgan Equity Premium Inco
| 3.59% | $6.444M 114,098 shares@ $56.49 avg price | Increased 5.39% |
GOOGL Alphabet Inc-cl A
| 3.4% | $6.114M↓ Put 17,108 shares@ $357.37 avg price | Decreased -0.41% |
PFFV Global X Variable Rate Pref
| 3.17% | $5.691M 258,318 shares@ $22.03 avg price | Increased 1.83% |
MSFT Microsoft Corp
| 2.92% | $5.245M 14,060 shares@ $373.02 avg price | Increased 9.94% |
NVDA Nvidia Corp
| 2.7% | $4.844M 24,211 shares@ $200.1 avg price | Decreased -0.7% |
PYLD Pimco Multisector Bond Actv
| 2.31% | $4.139M 156,057 shares@ $26.53 avg price | Increased 1.72% |
SPYI Neos S&p 500 High Income Etf
| 2.15% | $3.859M 72,695 shares@ $53.1 avg price | Increased 0.39% |
JEPQ Jpm Nasdaq Equity Premium
| 2.05% | $3.677M 59,833 shares@ $61.46 avg price | Decreased -0.29% |
QQQ Invesco Qqq Trust Series 1
| 1.71% | $3.066M 4,163 shares@ $736.49 avg price | Decreased -0.95% |
1-10 of 168