StockDriftsStockDriftsTop 49 Investment Management Of Virginia Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGT | Vanguard Information Technolog | 3.82% | 52.2K | $20.1M | -6.91%(-3.87K) | — | 2023-03-31 | |
| REGL | ProShares S&P MidCap 400 Div A | 2.86% | 212.6K | $15.0M | -2.56%(-5.58K) | — | 2023-03-31 | |
| MSFT | Microsoft Corp. | 2.44% | 44.5K | $12.8M | -0.54%(-240) | — | 2023-03-31 | |
| DIA | SPDR Dow Jones Industrial Aver | 2.41% | 38.1K | $12.7M | -3.87%(-1.53K) | — | 2023-03-31 | |
| AXP | American Express Co. | 2.32% | 74.1K | $12.2M | -1.76%(-1.33K) | — | 2023-03-31 | |
| ABBV | AbbVie Inc. | 2.17% | 71.7K | $11.4M | -31.98%(-33.72K) | — | 2023-03-31 | |
| QQQ | Invesco QQQ Trust ETF | 2.13% | 34.9K | $11.2M | -4.14%(-1.50K) | — | 2023-03-31 | |
| BMY | Bristol Myers Squibb Co. | 2.12% | 160.7K | $11.1M | -1.06%(-1.72K) | — | 2023-03-31 | |
| AAPL | Apple, Inc. | 2.08% | 66.4K | $11.0M | -0.19%(-125) | — | 2023-03-31 | |
| OCSL | Oaktree Specialty Lending Corp | 2.05% | 574.6K | $10.8M | new | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Investment Management Of Virginia Llc reports $526.49M in US-listed equity holdings across 215 positions in its most recent 13F filing. Its largest disclosed positions are VGT (3.8%), REGL (2.9%) and MSFT (2.4%). Figures reflect the Q1 2023 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 Of Virginia Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1009022). View Investment Management Of Virginia Llc’s 13F filings on SEC