INVESTMENT MANAGEMENT CORP /VA/ /ADV

CIK: 0000789307Latest portfolio: $119.3M · Q4 2025

Holdings

53

Total Value

$119.3M

New Positions

53

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
LOWLOWES COS INC
96,974$23.4M19.61%NEW
2
PPAINVESCO EXCHANGE TRADED FD T
89,123$14.0M11.71%NEW
3
NOCTINNOVATOR ETFS TRUST
185,563$10.7M9.01%NEW
4
IVVISHARES TR
14,762$10.1M8.48%NEW
5
DDTLINNOVATOR ETFS TRUST
470,115$9.8M8.25%NEW
6
GQ9SPDR GOLD TR
17,398$6.9M5.78%NEW
7
XLUSELECT SECTOR SPDR TR
89,255$3.8M3.19%NEW
8
VYMVANGUARD WHITEHALL FDS
17,934$2.6M2.16%NEW
9
KJANINNOVATOR ETFS TRUST
51,309$2.1M1.78%NEW
10
IVWISHARES TR
17,098$2.1M1.77%NEW
11
IAPRINNOVATOR ETFS TRUST
58,147$1.8M1.50%NEW
12
XLCSELECT SECTOR SPDR TR
12,326$1.5M1.22%NEW
13
XLKSELECT SECTOR SPDR TR
9,309$1.3M1.12%NEW
14
EEMISHARES TR
24,035$1.3M1.10%NEW
15
FUTYFIDELITY COVINGTON TRUST
23,024$1.3M1.07%NEW
16
IAU*ISHARES GOLD TR
14,614$1.2M0.99%NEW
17
KBWBINVESCO EXCH TRADED FD TR II
13,216$1.1M0.93%NEW
18
MSFTMICROSOFT CORP
2,257$1.1M0.91%NEW
19
AMZNAMAZON COM INC
4,496$1.0M0.87%NEW
20
XBISPDR SERIES TRUST
8,465$1.0M0.87%NEW
21
LRCXLAM RESEARCH CORP
5,752$984K0.83%NEW
22
NVDANVIDIA CORPORATION
5,156$961K0.81%NEW
23
SMHVANECK ETF TRUST
2,634$948K0.79%NEW
24
NDQINVESCO QQQ TR
1,538$944K0.79%NEW
25
CRWDCROWDSTRIKE HLDGS INC
1,964$920K0.77%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($1.3959107471011136e+69T)
Unknown0.0% ($9839689517931188224.0T)
Technology0.0% ($1091984961920673.5T)
Consumer Cyclical0.0% ($233861.0T)
Communication Services0.0% ($815.6B)
Healthcare0.0% ($672.5B)
Industrials0.0% ($551.5B)
Basic Materials0.0% ($529.5M)
Energy0.0% ($431K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 29, 2026$119.3M53
Q3 2025Oct 30, 2025$116.4B0
Q2 2025Aug 7, 2025$110.2B175
Q1 2025May 7, 2025$110.9B185
Q4 2024Feb 18, 2025$111.8B193

Fund Information

CIK0000789307
Most Recent FilingJan 29, 2026
Number of Filings5

INVESTMENT MANAGEMENT CORP /VA/ /ADV is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $119.3M across 53 holdings. The largest position is LOWES COS INC (LOW), representing 19.6% of the portfolio. Compared to the previous quarter, the fund opened 53 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.