Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
INVESTMENT MANAGEMENT CORP /VA/ /ADV (CIK 789307) reported $116.4M across 52 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LOW ($22.9M, 19.69%), PPA ($14.5M, 12.49%), NOCT ($10.4M, 8.89%), ZSEP ($9.7M, 8.31%), IVV ($9.6M, 8.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LOW | LOWES COS INC | $22.9M | 19.69% | 97,017 | Added |
| 2 | PPA | INVESCO EXCHANGE TRADED FD T | $14.5M | 12.49% | 87,776 | Trimmed |
| 3 | NOCT | INNOVATOR ETFS TRUST | $10.4M | 8.89% | 183,638 | Trimmed |
| 4 | ZSEP | INNOVATOR ETFS TRUST | $9.7M | 8.31% | 467,955 | Trimmed |
| 5 | IVV | ISHARES TR | $9.6M | 8.23% | 14,665 | Trimmed |
| 6 | GLD | SPDR GOLD TR | $7.3M | 6.31% | 17,077 | Trimmed |
| 7 | XLU | SELECT SECTOR SPDR TR | $4.1M | 3.52% | 89,423 | Added |
| 8 | VYM | VANGUARD WHITEHALL FDS | $2.7M | 2.31% | 18,142 | Added |
| 9 | KJAN | INNOVATOR ETFS TRUST | $2.2M | 1.85% | 51,739 | Added |
| 10 | IVW | ISHARES TR | $1.9M | 1.66% | 17,098 | Hold |
| 11 | IAPR | INNOVATOR ETFS TRUST | $1.9M | 1.61% | 59,063 | Added |
| 12 | EEM | ISHARES TR | $1.4M | 1.20% | 24,633 | Added |
| 13 | FUTY | FIDELITY COVINGTON TRUST | $1.4M | 1.20% | 23,653 | Added |
| 14 | XLC | SELECT SECTOR SPDR TR | $1.4M | 1.18% | 12,444 | Added |
| 15 | XLK | SELECT SECTOR SPDR TR | $1.3M | 1.09% | 9,532 | Added |
| 16 | XBI | SPDR SERIES TRUST | $1.1M | 0.93% | 8,521 | Added |
| 17 | SMH | VANECK ETF TRUST | $1.0M | 0.88% | 2,657 | Added |
| 18 | AMZN | AMAZON COM INC | $956,438 | 0.82% | 4,592 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $912,344 | 0.78% | 5,231 | Added |
| 20 | QQQ | INVESCO QQQ TR | $891,740 | 0.77% | 1,545 | Added |
| 21 | COF | CAPITAL ONE FINL CORP | $881,966 | 0.76% | 4,835 | Added |
| 22 | MSFT | MICROSOFT CORP | $846,133 | 0.73% | 2,286 | Added |
| 23 | MRK | MERCK & CO INC | $811,852 | 0.70% | 6,749 | Added |
| 24 | IJH | ISHARES TR | $820,381 | 0.70% | 12,148 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $800,743 | 0.69% | 1,671 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31