Investment Management Trust, LLC: 13F holdings
CIK 21317592026Q2
| Positions | 78 |
|---|
| Reported value | $111.6m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 78 (-3 vs prior quarter) |
|---|
| Reported value | $111.6m (+8.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 32,761 | $9.5m | 8.5% |
| NVDA NVIDIA CORPORATION | 45,709 | $9.1m | 8.2% |
| GOOGL ALPHABET INC | 18,634 | $6.7m | 6.0% |
| WMT WALMART INC | 57,827 | $6.5m | 5.9% |
| AMZN AMAZON COM INC | 27,326 | $6.5m | 5.8% |
| VIG VANGUARD SPECIALIZED FUNDS | 26,332 | $6.2m | 5.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 9,886 | $4.9m | 4.4% |
| MSFT MICROSOFT CORP | 12,957 | $4.8m | 4.3% |
| CAT CATERPILLAR INC | 3,637 | $3.9m | 3.5% |
| SPYM SPDR SERIES TRUST | 29,147 | $2.6m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2131759")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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