DOSSIER · 13F-HR · Q2 2026

Investment Management Trust, LLC

$112M in tracked AUM across 78 positions as of Q2 2026.

IM
CIK 0002131759 · last filed Jun 30, 2026
Total AUM
$112M
as of Q2 2026
Holdings
78
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Investment Management Trust, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$9M33K8.5%
02
NVDA
NVIDIA CORPORATION
$9M46K8.2%
03
GOOGL
ALPHABET INC
$7M19K6.0%
04
WMT
WALMART INC
$7M58K5.9%
05
AMZN
AMAZON COM INC
$7M27K5.8%
06
VIG
VANGUARD SPECIALIZED FUNDS
$6M26K5.6%
07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$5M10K4.4%
08
MSFT
MICROSOFT CORP
$5M13K4.3%
09
CAT
CATERPILLAR INC
$4M4K3.5%
10
SPYM
SPDR SERIES TRUST
$3M29K2.3%

Filing history

2026Q2Jun 30
$112M 8.7%
78 positionsView →
2026Q1Mar 31
$103M
81 positionsView →