INVESTMENT MANAGEMENT CORP /VA/ /ADV
    Stock Holdings

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    INVESTMENT MANAGEMENT CORP /VA/ /ADV 13F portfolio: $107.9M across 38 positions

    Per its latest SEC Form 13F filings, INVESTMENT MANAGEMENT CORP /VA/ /ADV reports 38 equity positions with a combined reported value of $107.9M. In the most recent quarter the portfolio opened 2 new positions, increased 24, closed 6. Its largest current holdings are Lowe's Companies, Inc., iShares U.S. Technology ETF, CapForce IBD 50 ETF.

    Top 5 holdings by reported value
    Top current 13F holdings of INVESTMENT MANAGEMENT CORP /VA/ /ADV by reported value
    CompanyTickerSectorSharesValue% of portfolio
    Lowe's Companies, Inc.LOWRetail Trade80,318$17.7M16.4%
    iShares U.S. Technology ETFIYWFinance and Insurance70,010$16.1M14.9%
    CapForce IBD 50 ETFFFTYFinance and Insurance297,143$15.9M14.8%
    SELECT SECTOR SPDR TRUSTOther146,802$13.8M12.8%
    SPDR Gold SharesGLDFinance and Insurance17,084$6.3M5.8%

    Source: SEC Form 13F filings. Values as reported by the filer; 13F reports cover long US equity positions and are filed within 45 days of quarter end.

    13F Holdings

    $107.89 million

    $ Current Holdings

    38

    # Current Holdings

    2

    # Positions Opened

    24

    # Positions Increased

    6

    # Positions Closed

    Holdings $ value (long only)

    # of positions

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    Holding by sector

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    Jun 2026
    Mar 2026
    Dec 2025
    Sep 2025
    Jun 2025
    Mar 2025
    Dec 2024
    Sep 2024
    LOWLowe's Companies, Inc.$17,709,27180,31880,31897,01796,97496,95696,91296,87796,5720
    IYWiShares U.S. Technology ETF$16,102,24370,01070,01068,54467,77255,96162,81680,34567,7340
    FFTYCapForce IBD 50 ETF$15,919,298297,143297,143294,440295,019367,501374,718340,124344,6300