Investment Management Corp /Va holds a focused book of 50 stocks worth $119.8M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2025 would be +15% (+10.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/789307/holdings"
Use Arkolith to show INVESTMENT MANAGEMENT CORP /VA/ /ADV's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Investment Management Corp /Va's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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, no cost basis
Other tracked managers holding the same core names as Investment Management Corp /Va
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Cetera Investment Advisers | 78 / 50 | $17.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 50 | $15.3B |
| IFP Advisors, Inc | 77 / 50 | $1.1B |
| MORGAN STANLEY | 76 / 50 | $466.2B |
| ROYAL BANK OF CANADA | 76 / 50 | $139.5B |
| RAYMOND JAMES FINANCIAL INC | 76 / 50 | $72.7B |
| ENVESTNET ASSET MANAGEMENT INC | 76 / 50 | $71.4B |
| LPL Financial LLC | 76 / 50 | $65.8B |
Ranked by how many of Investment Management Corp /Va's top 50 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 50 | $119.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 52 | $116.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 53 | $119.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 49 | $116.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 175 | $110.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 185 | $110.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 18, 2025 | 193 | $111.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.