Investment Management Corp /Va/ /Adv has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $116 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lowes Companies Inc with a value of $24.4B, Invesco Exchange Traded Fd Tr with a value of $13.9B, Innovator Growth 100 Power Buf with a value of $10.6B, Ishares Core S&P 500 ETF with a value of $9.88B, and Innovator Etfs Trust with a value of $9.71B.

Examining the 13F form we can see an increase of $6.14B in the current position value, from $110B to 116B.

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 $116 Billion
ETFs: $61.5 Billion
Consumer Cyclical: $26 Billion
Technology: $4.22 Billion
Financial Services: $3.52 Billion
Communication Services: $1.97 Billion
Industrials: $1.28 Billion
Basic Materials: $1.02 Billion
Healthcare: $867 Million
Other: $830 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $116 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
Track This Portfolio

Track Investment Management Corp /Va/ /Adv Portfolio

Follow Investment Management Corp /Va/ /Adv and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Management Corp /Va/ /Adv, based on Form 13F filings with the SEC.

News

Stay updated on Investment Management Corp /Va/ /Adv with notifications on news.