Investment Management Associates Inc Portfolio Holdings

Investment Management Associates Inc

  • $371 Million
  • Q2 2025

Investment Management Associates Inc has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $371 Million distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Uber Technologies, Inc with a value of $41.8M, Huntington Ingalls Industries, Inc. with a value of $28.2M, British American Tobacco P.L.C. with a value of $27.7M, Liberty Broadband Corp with a value of $22.9M, and Philip Morris International Inc. with a value of $22.6M.

Examining the 13F form we can see an increase of $141M in the current position value, from $230M to 371M.

Below you can find more details about Investment Management Associates Inc portfolio as well as his latest detailed transactions.

Portfolio value $371 Million
ETFs: $107 Million
Technology: $55.6 Million
Consumer Defensive: $50.3 Million
Energy: $47.6 Million
Communication Services: $34 Million
Industrials: $28.2 Million
Healthcare: $26.7 Million
Financial Services: $21.6 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.04B
$22.9 Million 6.17% of portfolio
232,827
Q2 2025 Added 2.99%
$2.59B
$20.6 Million 5.56% of portfolio
1,577,887
Q2 2025 Added 2.77%

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $371 Million
  • Prior Value $230 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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