Holdings of INVESTMENT MANAGEMENT CORP /VA/ /ADV
48 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 74.6 % of the equity sleeve
Sector breakdown
- Consumer discretionary 24.1 %
- Funds 10.2 %
- Technology 4.7 %
- Financials 2.6 %
- Industrials 1.6 %
- Communication 1.5 %
- Health care 1.3 %
- Materials 0.5 %
- Unattributed 53.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 48 | 102.3M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Lowe's Cos Inc | 97,017 | 22.9M $ | |
| 2 | INVESCO AEROSPACE & DEFEN | 87,776 | 14.5M $ | |
| 3 | Innovator Growth-100 Power Buffer ETF- October | 183,638 | 10.4M $ | |
| 4 | iShares Core S&P 500 ETF | 14,665 | 9.6M $ | |
| 5 | SPDR Gold Shares | 17,077 | 7.3M $ | |
| 6 | State Street Utilities Select Sector SPDR ETF | 89,423 | 4.1M $ | |
| 7 | Vanguard High Dividend Yield E | 18,142 | 2.7M $ | |
| 8 | iShares Trust | 17,098 | 1.9M $ | |
| 9 | iShares MSCI Emerging Markets ETF | 24,633 | 1.4M $ | |
| 10 | FIDELITY COVINGTON TRUST | 23,653 | 1.4M $ | |
| 11 | SELECT SECTOR SPDR TRUST (THE) | 12,444 | 1.4M $ | |
| 12 | SELECT SECTOR SPDR TRUST (THE) | 9,532 | 1.3M $ | |
| 13 | SPDR Series Trust | 8,521 | 1.1M $ | |
| 14 | VanEck Semiconductor ETF | 2,657 | 1M $ | |
| 15 | Amazon.com Inc | 4,592 | 956.4K $ | |
| 16 | NVIDIA Corp | 5,231 | 912.3K $ | |
| 17 | Invesco QQQ Trust Series 1 | 1,545 | 891.7K $ | |
| 18 | Capital One Financial Corp | 4,835 | 882K $ | |
| 19 | Microsoft Corp | 2,286 | 846.1K $ | |
| 20 | iShares Core S&P Mid-Cap ETF | 12,148 | 820.4K $ | |
| 21 | Merck & Co Inc | 6,749 | 811.9K $ | |
| 22 | Berkshire Hathaway Inc | 1,671 | 800.7K $ | |
| 23 | Crowdstrike Holdings Inc | 1,996 | 779.4K $ | |
| 24 | Alphabet Inc | 2,655 | 761.7K $ | |
| 25 | Invesco S&P 500 Momentum ETF | 6,678 | 748.7K $ | |
| 26 | TJX Cos Inc/The | 4,641 | 741.2K $ | |
| 27 | First Trust NASDAQ Cybersecuri | 11,536 | 723.1K $ | |
| 28 | Lam Research Corp | 3,047 | 651K $ | |
| 29 | Apple Inc | 2,526 | 641.2K $ | |
| 30 | GE Vernova Inc | 734 | 640.7K $ | |
| 31 | SEI Investments Co | 7,789 | 611.2K $ | |
| 32 | Ishares Gold Trust | 6,831 | 602.2K $ | |
| 33 | State Street SPDR S&P Homebuilders ETF | 5,553 | 548.2K $ | |
| 34 | Meta Platforms Inc | 955 | 546.4K $ | |
| 35 | Cintas Corp | 3,170 | 536.2K $ | |
| 36 | General Dynamics Corp | 1,544 | 530.1K $ | |
| 37 | AMETEK Inc | 2,472 | 529.9K $ | |
| 38 | Vulcan Materials Co | 1,899 | 517.1K $ | |
| 39 | Reliance Inc | 1,672 | 508.2K $ | |
| 40 | Hess Midstream LP | 13,016 | 506K $ | |
| 41 | United Rentals Inc | 694 | 505.6K $ | |
| 42 | Micron Technology Inc | 1,454 | 491.2K $ | |
| 43 | Visa Inc | 1,581 | 477.7K $ | |
| 44 | Vertex Pharmaceuticals Inc | 1,064 | 475K $ | |
| 45 | Toast Inc | 14,642 | 388.2K $ | |
| 46 | iShares Silver Trust | 5,421 | 369.4K $ | |
| 47 | Verizon Communications Inc | 5,077 | 254.9K $ | |
| 48 | Graniteshares Gold Trust | 4,926 | 227.2K $ | |