Investment Management Corp /Va holds a focused book of 50 reported positions worth $119.8M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened SS Industrial Select Sector and trimmed Lowe's Cos Inc. Their largest long position is Lowe's Cos Inc at 15% of the reported non-option book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
36% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Investment Management Corp /Va
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 6 / 50 | $4.4B |
| Swiss Re Ltd | 19 / 50 | $1.0B |
| Hoffman, Alan N Investment Management | 6 / 50 | $139.9M |
| 9823 Capital, L.P. | 5 / 50 | $119.3M |
| Stenham Asset Management Ltd | 7 / 50 | $165.0M |
| Noked Israel Ltd | 5 / 50 | $766.1M |
| Voyager Global Management LP | 5 / 50 | $2.8B |
| H&H International Investment, LLC | 7 / 50 | $15.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Investment Management Corp /Va: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Lowes Cos Inc COM | $17.7M | 80.3K | 14.8% | ▼−17% Reduced · −17K sh | |
| 2 | Innovator Etfs Trust GRWT100 PWR BUF | $11.5M | 184.1K | 9.6% | ▲+0.3% Added · +483 sh | |
| 3 | Ishares TR CORE S&P500 ETF | $11.0M | 14.7K | 9.2% | ▲+0.3% Added · +51 sh | |
| 4 | Innovator Etfs Trust EQUITY DUAL DIRT | $10.3M | 469.8K | 8.6% | ▲+0.4% Added · +2K sh | |
| 5 | Invesco Exchange Traded FD T AEROSPACE DEFN | $8.7M | 49.3K | 7.3% | ▼−44% Reduced · −38K sh | |
| 6 | Select Sector SPDR TR ST STR INDL ETF | $7.3M | 39.6K | 6.1% | ▲New New position | |
| 7 | SPDR Gold TR GOLD SHS | $6.3M | 17.1K | 5.3% | ▲~0% Added · +7 sh | |
| 8 | Select Sector SPDR TR ST STR UTIL ETF | $4.1M | 90.6K | 3.4% | ▲+1.3% Added · +1K sh | |
| 9 | Vanguard Whitehall FDS HIGH DIV YLD | $2.9M | 18.5K | 2.4% | ▲+2.1% Added · +384 sh | |
| 10 | Innovator Etfs Trust US SML CP PWR B | $2.4M | 52.6K | 2.0% | ▲+1.7% Added · +893 sh | |
| 11 | Ishares TR S&P 500 GRWT ETF | $2.4M | 17.2K | 2.0% | ▲+0.6% Added · +105 sh | |
| 12 | Innovator Etfs Trust INTRNL DEV APRL | $2.0M | 60.4K | 1.7% | ▲+2.2% Added · +1K sh | |
| 13 | Ishares TR MSCI EMG MKT ETF | $1.7M | 25.4K | 1.5% | ▲+3.3% Added · +811 sh | |
| 14 | Amazon Com Inc COM | $1.5M | 6.5K | 1.3% | ▲+42% Added · +2K sh | |
| 15 | Fidelity Covington Trust MSCI UTILS INDEX | $1.4M | 24.5K | 1.2% | ▲+3.4% Added · +806 sh | |
| 16 | Select Sector SPDR TR ST STR TECHN ETF | $1.4M | 7.3K | 1.2% | ▼−24% Reduced · −2K sh | |
| 17 | SPDR Series Trust ST STR SP BIOT | $1.4M | 8.6K | 1.1% | ▲+1.0% Added · +82 sh | |
| 18 | Vaneck ETF Trust SEMICONDUCTR ETF | $1.2M | 1.8K | 1.0% | ▼−31% Reduced · −816 sh | |
| 19 | Crowdstrike Hldgs Inc CL A | $1.2M | 1.5K | 1.0% | ▼−24% Reduced · −484 sh | |
| 20 | Invesco QQQ TR UNIT SER 1 | $1.1M | 1.6K | 1.0% | ▲+0.8% Added · +12 sh | |
| 21 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $1.1M | 6.8K | 0.9% | ▲+1.3% Added · +87 sh | |
| 22 | Nvidia Corporation COM | $1.1M | 5.4K | 0.9% | ▲+2.8% Added · +147 sh | |
| 23 | Innovator Etfs Trust US SM CA PWR MAY | $1.1M | 34.7K | 0.9% | ▲New New position | |
| 24 | Ishares TR US INFRASTRUC | $1.0M | 16.3K | 0.9% | ▲New New position | |
| 25 | Select Sector SPDR TR ST STR SVC ETF | $1.0M | 9.4K | 0.8% | ▼−25% Reduced · −3K sh | |
| 26 | Capital One Finl Corp COM | $979K | 4.9K | 0.8% | ▲+0.9% Added · +45 sh | |
| 27 | Ishares TR CORE S&P MCP ETF | $975K | 12.6K | 0.8% | ▲+4.1% Added · +499 sh | |
| 28 | Alphabet Inc CAP STK CL C | $949K | 2.7K | 0.8% | ▲+1.1% Added · +30 sh | |
| 29 | Merck & Co Inc COM | $883K | 6.9K | 0.7% | ▲+1.8% Added · +123 sh | |
| 30 | Ge Vernova Inc COM | $871K | 741 | 0.7% | ▲+0.9% Added · +7 sh | |
| 31 | Lam Research Corp COM NEW | $862K | 2.0K | 0.7% | ▼−35% Reduced · −1K sh | |
| 32 | Microsoft Corp COM | $840K | 2.3K | 0.7% | ▼−1.5% Reduced · −35 sh | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $836K | 1.7K | 0.7% | —Held | |
| 34 | Taiwan Semiconductor Manufac SPONSORED ADS | $795K | 1.7K | 0.7% | ▲New New position | |
| 35 | United Rentals Inc COM | $794K | 701 | 0.7% | ▲+1.0% Added · +7 sh | |
| 36 | Micron Technology Inc COM | $768K | 665 | 0.6% | ▼−54% Reduced · −789 sh | |
| 37 | Apple Inc COM | $741K | 2.6K | 0.6% | ▲+1.4% Added · +35 sh | |
| 38 | Sei Invts Co COM | $685K | 7.8K | 0.6% | ▲+0.3% Added · +23 sh | |
| 39 | SPDR Series Trust ST STR SP HOME | $650K | 5.6K | 0.5% | ▲+1.3% Added · +74 sh | |
| 40 | Reliance Inc COM | $634K | 1.7K | 0.5% | ▲+1.4% Added · +24 sh | |
| 41 | Ametek Inc COM | $610K | 2.5K | 0.5% | ▲+2.0% Added · +50 sh | |
| 42 | General Dynamics Corp COM | $557K | 1.6K | 0.5% | ▲+1.9% Added · +29 sh | |
| 43 | Visa Inc COM CL A | $531K | 1.5K | 0.4% | ▼−2.0% Reduced · −32 sh | |
| 44 | Cintas Corp COM | $531K | 3.1K | 0.4% | ▼−1.6% Reduced · −50 sh | |
| 45 | Meta Platforms Inc CL A | $519K | 921 | 0.4% | ▼−3.6% Reduced · −34 sh | |
| 46 | Ishares Gold TR ISHARES NEW | $518K | 6.9K | 0.4% | ▲+0.4% Added · +26 sh | |
| 47 | CRH PLC ORD | $483K | 4.5K | 0.4% | ▲+1.9% Added · +84 sh | |
| 48 | Toast Inc CL A | $411K | 14.8K | 0.3% | ▲+1.0% Added · +145 sh | |
| 49 | Verizon Communications Inc COM | $219K | 5.2K | 0.2% | ▲+1.9% Added · +95 sh | |
| 50 | Ishares Silver TR ISHARES | $208K | 3.9K | 0.2% | ▼−28% Reduced · −2K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show INVESTMENT MANAGEMENT CORP /VA/ /ADV's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 22d | 50 | $119.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 28d | 52 | $116.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 29d | 53 | $119.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 30d | 49 | $116.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 38d | 175 | $110.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 37d | 185 | $110.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 18, 2025 | 49d | 193 | $111.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.