StockDriftsStockDriftsTop 50 Investment Management CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | 14.78% | 80.3K | $17.7M | -17.21%(-16.70K) | $258.73(-14.21%) | 2026-06-30 | |
| NOCT | INNOVATOR ETFS TRUST | 9.61% | 184.1K | $11.5M | +0.26%(+483) | $50.66(+24.99%) | 2026-06-30 | |
| IVV | ISHARES TR | 9.2% | 14.7K | $11.0M | +0.35%(+51) | $583.53(+33.22%) | 2026-06-30 | |
| DDTL | INNOVATOR ETFS TRUST | 8.63% | 469.8K | $10.3M | +0.40%(+1.87K) | $20.47(+9.54%) | 2026-06-30 | |
| PPA | INVESCO EXCHANGE TRADED FD T | 7.27% | 49.3K | $8.7M | -43.84%(-38.48K) | $115.10(+59.53%) | 2026-06-30 | |
| XLI | SELECT SECTOR SPDR TR | 6.12% | 39.6K | $7.3M | new | $170.92(+9.09%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 5.25% | 17.1K | $6.3M | +0.04%(+7) | $243.16(+65.97%) | 2026-06-30 | |
| XLU | SELECT SECTOR SPDR TR | 3.43% | 90.6K | $4.1M | +1.29%(+1.16K) | $41.67(+4.11%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 2.44% | 18.5K | $2.9M | +2.12%(+384) | $128.59(+29.53%) | 2026-06-30 | |
| KJAN | INNOVATOR ETFS TRUST | 2% | 52.6K | $2.4M | +1.73%(+893) | $37.35(+23.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.56% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.50% |
Investment Management CORP reports $119.80M in US-listed equity holdings across 50 positions in its most recent 13F filing. Its largest disclosed positions are LOW (14.8%), NOCT (9.6%) and IVV (9.2%). The top 20 holdings account for 81.53% of reported assets. Its disclosed equity book has returned +18.56% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Investment Management CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 789307). View Investment Management CORP’s 13F filings on SEC