Investment Management Corp /Va/ /Adv Portfolio Holdings

Investment Management Corp /Va/ /Adv

  • $110 Billion
  • Q2 2025

Investment Management Corp /Va/ /Adv has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $110 Billion distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lowes Companies Inc with a value of $21.5B, Invesco Exchange Traded Fd Tr with a value of $12.6B, Innovator Growth 100 Power Buf with a value of $10.1B, Spdr S&P Insurance ETF with a value of $9.51B, and Ishares Core S&P 500 ETF with a value of $9.11B.

Examining the 13F form we can see an decrease of $688M in the current position value, from $111B to 110B.

Investment Management Corp /Va/ /Adv is based out at Roanoke, VA

Below you can find more details about Investment Management Corp /Va/ /Adv portfolio as well as his latest detailed transactions.

Portfolio value $110 Billion
ETFs: $64.4 Billion
Consumer Cyclical: $23.3 Billion
Technology: $4.51 Billion
Financial Services: $4.05 Billion
Communication Services: $2.13 Billion
Industrials: $1.61 Billion
Healthcare: $1.22 Billion
Basic Materials: $1.06 Billion
Other: $1.64 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.6 Million 0.04% of portfolio
2,168
Q2 2025 Added 18.6%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $110 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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