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Investment Management Corp /Va/ /Adv

Portfolio Manager
Investment Management Corp /Va/ /Adv
Performance
-0.01% (2026 Q1)
AUM (13F)
$116.43M
# of Holdings
52
Performance Rank
Allocation (Top 20)
83.72%

Investment Management Corp /Va/ /Adv Holdings Map

Top 50 Investment Management Corp /Va/ /Adv Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
LOW
LOWES COS INC
19.69%97.0K$22.9M
+0.04%(+43)
2025-Q1: 96.9K shares2025-Q2: 96.9K shares2025-Q3: 97.0K shares2025-Q4: 97.0K shares2026-Q1: 97.0K shares
$258.73(-14.80%)
2026-03-31
PPA
INVESCO EXCHANGE TRADED FD T
12.49%87.8K$14.5M
-1.51%(-1.35K)
2025-Q1: 89.0K shares2025-Q2: 88.6K shares2025-Q3: 89.2K shares2025-Q4: 89.1K shares2026-Q1: 87.8K shares
$115.10(+47.27%)
2026-03-31
NOCT
INNOVATOR ETFS TRUST
8.89%183.6K$10.4M
-1.04%(-1.93K)
2025-Q1: 187.7K shares2025-Q2: 186.2K shares2025-Q3: 186.8K shares2025-Q4: 185.6K shares2026-Q1: 183.6K shares
$50.64(+21.86%)
2026-03-31
DDTL
INNOVATOR ETFS TRUST
8.31%468.0K$9.7M
-0.46%(-2.16K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 474.5K shares2025-Q4: 470.1K shares2026-Q1: 468.0K shares
$20.47(+6.11%)
2026-03-31
IVV
ISHARES TR
8.23%14.7K$9.6M
-0.66%(-97)
2025-Q1: 14.8K shares2025-Q2: 14.7K shares2025-Q3: 14.8K shares2025-Q4: 14.8K shares2026-Q1: 14.7K shares
$583.16(+27.88%)
2026-03-31
GLD
SPDR GOLD TR
6.31%17.1K$7.3M
-1.85%(-321)
2025-Q1: 18.4K shares2025-Q2: 17.4K shares2025-Q3: 17.5K shares2025-Q4: 17.4K shares2026-Q1: 17.1K shares
$243.10(+77.09%)
2026-03-31
XLU
SELECT SECTOR SPDR TR
3.52%89.4K$4.1M
+0.19%(+168)
2025-Q1: 6.5K shares2025-Q2: 9.5K shares2025-Q3: 44.4K shares2025-Q4: 89.3K shares2026-Q1: 89.4K shares
$41.62(+7.34%)
2026-03-31
VYM
VANGUARD WHITEHALL FDS
2.31%18.1K$2.7M
+1.16%(+208)
2025-Q1: 18.3K shares2025-Q2: 18.2K shares2025-Q3: 18.0K shares2025-Q4: 17.9K shares2026-Q1: 18.1K shares
$128.10(+21.50%)
2026-03-31
KJAN
INNOVATOR ETFS TRUST
1.85%51.7K$2.2M
+0.84%(+430)
2025-Q1: 84.8K shares2025-Q2: 84.9K shares2025-Q3: 84.3K shares2025-Q4: 51.3K shares2026-Q1: 51.7K shares
$37.25(+19.15%)
2026-03-31
IVW
ISHARES TR
1.66%17.1K$1.9M
+0.00%(+0)
2025-Q1: 17.3K shares2025-Q2: 17.0K shares2025-Q3: 17.3K shares2025-Q4: 17.1K shares2026-Q1: 17.1K shares
$98.90(+38.77%)
2026-03-31

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