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Investment Management Corp /Va/ /Adv - Q4 2025 13F Filings

IN

Investment Management Corp /Va/ /Adv

CIK: 0000789307
Address: Virginia Roanoke 1940 Electric Rd
$119.25 M
Portfolio Value
53
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/22/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DDTL Innovator Equity Dual Directional 10 Buffer Etf - July
+$9.84 M
2. KJAN Innovator Us Small Cap Pow
+$2.13 M
3. XLU Utilities Select Sector Spdr Fund
+$1.91 M
4. IAPR Innovator International Deve
+$1.79 M
5. XBI Spdr S&P Biotech Etf
+$1.03 M
6. SPMO Invesco S&P 500 Momentum Etf
+$788,947
7. MRK Merck & Co
+$672,954
8. EEM Ishares Msci Emerging Markets Etf
+$667,897.72

Top Sells

Q4 2025
1. KJAN Innovator Us Small Cap Pow
−$1.37 M
2. MCO Moody's Corporation
−$477,280
3. PPC Pilgrim's Pride Corporation
−$410,221
4. VZ Verizon Communications
−$204,613
5. DDTL Innovator Equity Dual Directional 10 Buffer Etf - July
−$91,733.12
6. NOCT Innovator Growth-100 Power Buffer Etf - October
−$70,430.81
7. GLD Spdr Gold Shares
−$34,479.25

Asset Allocation

Stocks/ETFs
+19.01%
$119.25 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Investment Management Corp /Va/ /Adv Q4 2025 Filing Summary

Investment Management Corp /Va/ /Adv filed its 13F report for Q4 2025 on January 29, 2026. The portfolio totaled 119.25 M reflecting a +2.48% change from the prior quarter, spanning 53 assets. The top 10 holdings comprised 71.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 11 new positions and 3 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Investment Management Corp /Va/ /Adv’s Q4 2025 Filing

Investment Management Corp /Va/ /Adv submitted their Form 13F-HR for the Q4 2025 period on 01/29/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Investment Management Corp /Va/ /Adv reported a managed portfolio value of 119.25 M, consisting of 53 individual positions.

This page displays the raw filing documents. To see which stocks Investment Management Corp /Va/ /Adv bought or sold during Q4 2025, please visit Investment Management Corp /Va/ /Adv's Portfolio Analysis page.