Investment Management Trust, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2131759
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13F Reported Value

ⓘ

$111.6M

Holdings

78

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Investment Management Trust, LLC disclosed 78 positions worth $111.6M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 8.5% of the equity portfolio, followed by $NVDA and $GOOG. During the quarter the fund opened 8 new positions and exited 11. The portfolio is most concentrated in Technology (35.7% of disclosed assets). All figures are sourced directly from Investment Management Trust, LLC’s Form 13F-HR filing with the SEC under CIK 2131759.

Sector Allocation

TechnologyOtherConsumer DiscretionaryFinancialsIndustrialsHealthcare

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AUM History

13fpro.ai/research/fund/investment-management-trust-llc-2131759

Top Equity Holdings by Value

13fpro.ai/research/fund/investment-management-trust-llc-2131759

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of Investment Management Trust, LLC's 78 positions.

Showing top 10 of 78 holdings.

Sector Allocation

Technology

$39.8M

Other

$35.3M

Consumer Discretionary

$15.6M

Financials

$8.6M

Industrials

$7.9M

Healthcare

$3.7M

Consumer Staples

$304,739

Materials

$281,973

Full Holdings — Investment Management Trust, LLC (Q2 2026)

All 78 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
AAPL$AAPLApple Inc.$9.5M
NVDA$NVDANVIDIA CORP$9.1M
GOOG$GOOGAlphabet Inc.$6.7M
WMT$WMTWalmart Inc.$6.5M
AMZN$AMZNAMAZON COM INC$6.5M
—VANGUARD SPECIALIZED FUNDS - DIV APP ETF$6.2M
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$4.9M
MSFT$MSFTMICROSOFT CORP$4.8M
CAT$CATCATERPILLAR INC$3.9M
—SPDR SERIES TRUST - ST STR P500ETF$2.6M
GLD$GLDSPDR GOLD TRUST$2.4M
—SELECT SECTOR SPDR TR - ST STR UTIL ETF$2.3M
GOOGL$GOOGLAlphabet Inc.$2.2M
SPY$SPYSPDR S&P 500 ETF TRUST$1.9M
META$METAMeta Platforms, Inc.$1.7M
AVGO$AVGOBroadcom Inc.$1.7M
—VANGUARD WHITEHALL FDS - HIGH DIV YLD$1.6M
—SELECT SECTOR SPDR TR - ST STR INDL ETF$1.4M
—SPDR SERIES TRUST - ST STR CONV ETF$1.4M
—VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US$1.3M
RTX$RTXRTX Corp$1.3M
—SPDR SERIES TRUST - ST STR SP AERO$1.2M
HD$HDHOME DEPOT, INC.$1.2M
ABBV$ABBVAbbVie Inc.$1.2M
TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$1.1M
LLY$LLYELI LILLY & Co$1.1M
—SPDR SERIES TRUST - ST STR SP METAL$1.0M
MU$MUMICRON TECHNOLOGY INC$981,317
JNJ$JNJJOHNSON & JOHNSON$965,489
—SPDR SERIES TRUST - ST STR SP DIV$922,332
—ISHARES TR - CONV BD ETF$908,634
V$VVISA INC.$875,707
—SCHWAB STRATEGIC TR - US DIVIDEND EQ$860,567
—ISHARES TR - ISHARES SEMICDTR$823,577
—VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD$807,229
—SELECT SECTOR SPDR TR - ST STR TECHN ETF$796,652
VRT$VRTVertiv Holdings Co$795,874
—SPDR SERIES TRUST - ST INTER BD ETF$694,855
—SELECT SECTOR SPDR TR - ST STR STAPL ETF$672,748
CMI$CMICUMMINS INC$633,329
AMD$AMDADVANCED MICRO DEVICES INC$624,478
LMT$LMTLOCKHEED MARTIN CORP$609,558
—SPDR SERIES TRUST - ST SHOR CORP ETF$591,689
—VANGUARD WHITEHALL FDS - INTL DVD ETF$586,461
HTD$HTDJOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND$558,515
TJX$TJXTJX COMPANIES INC /DE/$558,313
—VANECK ETF TRUST - SEMICONDUCTR ETF$531,685
COST$COSTCOSTCO WHOLESALE CORP /NEW$521,748
CARR$CARRCARRIER GLOBAL Corp$516,737
—ISHARES TR - US AER DEF ETF$491,231
—VANGUARD INDEX FDS - VALUE ETF$479,430
TSLA$TSLATesla, Inc.$459,295
CHW$CHWCalamos Global Dynamic Income Fund$437,642
—ISHARES TR - MSCI USA QLT FCT$431,895
JPM$JPMJPMORGAN CHASE & CO$402,450
—ISHARES TR - CORE DIV GRWTH$388,094
PDX$PDXPIMCO Dynamic Income Strategy Fund$372,073
MRVL$MRVLMarvell Technology, Inc.$328,503
QQQ$QQQINVESCO QQQ TRUST, SERIES 1$321,780
—SELECT SECTOR SPDR TR - ST STR SVC ETF$308,832
—SPDR SERIES TRUST - ST STR SP500DIV$307,790
PG$PGPROCTER & GAMBLE Co$304,739
SBUX$SBUXSTARBUCKS CORP$286,546
ENTG$ENTGENTEGRIS INC$281,973
DE$DEDEERE & CO$276,178
—PACER FDS TR - US CASH COWS 100$273,617
MRK$MRKMerck & Co., Inc.$264,412
—NEUBERGER NEXT GENERATION - COMMON STOCK$260,628
—VANGUARD WHITEHALL FDS - INTL HIGH ETF$259,631
NVT$NVTnVent Electric plc$250,812
—SPDR SERIES TRUST - ST STR SP BIOT$217,017
—VANGUARD INDEX FDS - S&P 500 ETF SHS$214,775
AZN$AZNASTRAZENECA PLC$207,824
GEV$GEVGE Vernova Inc.$201,361
ETW$ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$198,338
—ABRDN TOTAL DYNAMIC DIVIDEND - COM SH BEN INT$192,899
DPG$DPGDuff & Phelps Utility & Infrastructure Fund Inc.$177,266
EOD$EODALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND$128,307

New Positions (8)

ISHARES TR - US AER DEF ETF$491,231
MRVL$MRVL Marvell Technology, Inc.$328,503
ENTG$ENTG ENTEGRIS INC$281,973
NVT$NVT nVent Electric plc$250,812
SPDR SERIES TRUST - ST STR SP BIOT$217,017
VANGUARD INDEX FDS - S&P 500 ETF SHS$214,775
GEV$GEV GE Vernova Inc.$201,361
DPG$DPG Duff & Phelps Utility & Infrastructure Fund Inc.$177,266

Exited Positions (11)

VANGUARD SCOTTSDALE FDS
ISHARES TR
ISHARES TR
ISHARES TR
HON$HON HONEYWELL INTERNATIONAL INC
ABT$ABT ABBOTT LABORATORIES
CVX$CVX CHEVRON CORP
EATON VANCE TAX-MANAGED DIVE
EATON VANCE TAX-MANAGED GLOB
JFR$JFR NUVEEN FLOATING RATE INCOME FUND
IAE$IAE Voya Asia Pacific High Dividend Equity Income Fund

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