Investment Management Trust, LLC — 13F Holdings & Portfolio

CIK 2131759 · latest 13F-HR filed 2026-04-24

Investment Management Trust, LLC manages $102.6M in 13F-reported U.S. long-equity assets across 81 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (8.11%), NVDA (7.71%), WMT (6.99%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$102.6M

Long-equity book

Holdings

81

Distinct positions

Period

2026-03-31

Filed 2026-04-24

Q/Q Activity

no prior filing cached

Firm Profile & Key People
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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $8.3M 8.11% 32,781 SH
2 NVIDIA CORPORATION NVDA 67066G104 $7.9M 7.71% 45,374 SH
3 WALMART INC WMT 931142103 $7.2M 6.99% 57,745 SH
4 VANGUARD SPECIALIZED FUNDS VIG 921908844 $5.9M 5.71% 27,231 SH
5 AMAZON COM INC AMZN 023135106 $5.6M 5.50% 27,116 SH
6 ALPHABET INC GOOGL 02079K305 $5.3M 5.15% 18,379 SH
7 MICROSOFT CORP MSFT 594918104 $4.8M 4.69% 12,994 SH
8 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.8M 4.67% 10,008 SH
9 SPDR GOLD TR GLD 78463V107 $2.8M 2.78% 6,622 SH
10 CATERPILLAR INC CAT 149123101 $2.6M 2.51% 3,631 SH
11 SELECT SECTOR SPDR TR XLU 81369Y886 $2.4M 2.30% 51,498 SH
12 SPDR SERIES TRUST SPYM 78464A854 $1.9M 1.89% 25,370 SH
13 META PLATFORMS INC META 30303M102 $1.9M 1.83% 3,277 SH
14 ALPHABET INC GOOG 02079K107 $1.8M 1.79% 6,400 SH
15 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.7M 1.64% 2,582 SH
16 VANGUARD WHITEHALL FDS VYM 921946406 $1.5M 1.49% 10,294 SH
17 BROADCOM INC AVGO 11135F101 $1.4M 1.39% 4,605 SH
18 HOME DEPOT INC HD 437076102 $1.4M 1.37% 4,260 SH
19 RTX CORPORATION RTX 75513E101 $1.3M 1.31% 6,941 SH
20 SELECT SECTOR SPDR TR XLI 81369Y704 $1.3M 1.30% 8,263 SH
21 VANGUARD INTL EQUITY INDEX F VEU 922042775 $1.3M 1.26% 17,281 SH
22 SPDR SERIES TRUST CWB 78464A359 $1.2M 1.21% 13,620 SH
23 SPDR SERIES TRUST XAR 78464A631 $1.1M 1.07% 4,341 SH
24 SPDR SERIES TRUST XME 78464A755 $1.1M 1.07% 10,171 SH
25 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $1.0M 1.00% 12,918 SH
26 ABBVIE INC ABBV 00287Y109 $1.0M 0.98% 4,603 SH
27 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $987.1K 0.96% 11,928 SH
28 SELECT SECTOR SPDR TR XLP 81369Y308 $970.9K 0.95% 11,843 SH
29 SPDR SERIES TRUST SDY 78464A763 $928.0K 0.90% 6,359 SH
30 JOHNSON & JOHNSON JNJ 478160104 $924.0K 0.90% 3,780 SH
31 ELI LILLY & CO LLY 532457108 $882.1K 0.86% 959 SH
32 SPDR SERIES TRUST SPIB 78464A375 $828.3K 0.81% 24,696 SH
33 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $785.8K 0.77% 2,325 SH
34 VISA INC V 92826C839 $769.8K 0.75% 2,547 SH
35 LOCKHEED MARTIN CORP LMT 539830109 $718.3K 0.70% 1,188 SH
36 SPDR SERIES TRUST SPSB 78464A474 $620.9K 0.61% 20,649 SH
37 SCHWAB STRATEGIC TR SCHD 808524797 $615.4K 0.60% 20,060 SH
38 ISHARES TR ICVT 46435G102 $589.9K 0.57% 5,796 SH
39 TJX COS INC NEW TJX 872540109 $586.8K 0.57% 3,674 SH
40 SELECT SECTOR SPDR TR XLK 81369Y803 $555.0K 0.54% 4,176 SH
41 COSTCO WHOLESALE CORPORATION COST 22160K105 $555.0K 0.54% 557 SH
42 VANGUARD WHITEHALL FDS VIGI 921946810 $552.4K 0.54% 6,244 SH
43 ISHARES TR FALN 46435G474 $541.9K 0.53% 20,281 SH
44 HANCOCK JOHN TAX-ADVANTAGED HTD 41013V100 $532.8K 0.52% 21,511 SH
45 ISHARES TR USIG 464288620 $525.8K 0.51% 10,263 SH
46 VERTIV HOLDINGS CO VRT 92537N108 $514.1K 0.50% 2,052 SH
47 CUMMINS INC CMI 231021106 $476.4K 0.46% 885 SH
48 ISHARES TR IEI 464288661 $469.0K 0.46% 3,954 SH
49 VANGUARD INDEX FDS VTV 922908744 $429.5K 0.42% 2,189 SH
50 ISHARES TR SOXX 464287523 $422.2K 0.41% 1,285 SH