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CIK: 0000052024
Total reported value
$487.4M
$487.4M
23 檔
24.9%
As reported in its official Q1 2025 Form 13F filing, Investment Management Associates Inc /adv's tracked investment portfolio stood at $487.4M with 23 total positions.
In Q1 2025, Investment Management Associates Inc /adv displayed an active expansion posture, initiating 23 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UBER | Uber Technologies Inc | Stock-Industrials | 12.53% | -1.27% | -3.23% | |
| 2 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 10.00% | -2.82% | -3.52% | |
| 3 | BSM | Black Stone Minerals LP | Stock-Other | 9.59% | -1.55% | -0.57% | |
| 4 | HII | Huntington Ingalls Industrie | Stock-Industrials | 9.44% | -3.82% | +2.76% | |
| 5 | PM | Philip Morris International | Stock-Consumer Staples | 8.08% | -0.47% | -3.75% | |
| 6 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 7.87% | -2.35% | +1.18% | |
| 7 | EPD | Enterprise Products Partners | Stock-Energy | 7.40% | -0.90% | -1.62% | |
| 8 | MCK | Mckesson CORP | Stock-Healthcare | 6.85% | -0.60% | -5.77% | |
| 9 | IMXI | International Money Express | Stock-Other | 4.27% | — | -8.06% | |
| 10 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 4.13% | — | +23.35% | |
| 11 | CNQ | Canadian Natural Resources | Stock-Energy | 4.08% | -1.35% | +31.60% | |
| 12 | SOLV | Solventum CORP | Stock-Healthcare | 3.48% | -0.15% | -1.97% | |
| 13 | INVX | Innovex International Inc | Stock-Other | 2.84% | -0.59% | — | |
| 14 | TFIN | Triumph Financial Inc | Stock-Other | 2.74% | +0.51% | +19.20% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.54% | -0.02% | +16.40% | |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.68% | — | +151.93% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.43% | — | — | |
| 18 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.42% | — | +4.86% | |
| 19 | QVCAUSD | Qurate Retail Inc-series A | Stock-Other | 0.20% | — | +4.04% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.11% | — | — | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.11% | — | — | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.10% | — | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.09% | — | -33.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 2 | BTI | British American Tob-sp Adr | — | NEW | New buy |
| 3 | BSM | Black Stone Minerals LP | — | NEW | New buy |
| 4 | HII | Huntington Ingalls Industrie | — | NEW | New buy |
| 5 | PM | Philip Morris International | — | NEW | New buy |
| 6 | LBRDK | Liberty Broadband-c | — | NEW | New buy |
| 7 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 8 | MCK | Mckesson CORP | — | NEW | New buy |
| 9 | IMXI | International Money Express | — | NEW | New buy |
| 10 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 11 | CNQ | Canadian Natural Resources | — | NEW | New buy |
| 12 | SOLV | Solventum CORP | — | NEW | New buy |
| 13 | INVX | Innovex International Inc | — | NEW | New buy |
| 14 | TFIN | Triumph Financial Inc | — | NEW | New buy |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | New buy |
| 17 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 18 | CAH | Cardinal Health Inc | — | NEW | New buy |
| 19 | QVCAUSD | Qurate Retail Inc-series A | — | NEW | New buy |
| 20 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 21 | AAPL | Apple Inc | — | NEW | New buy |
| 22 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 23 | NVDA | Nvidia CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Investment Management Associates Inc /adv reported a total U.S. public equity portfolio value of $487.4M across 23 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including UBER, BTI, BSM) accounted for 24.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
UBER
市值: $30.6M
During Q1 2025, Investment Management Associates Inc /adv's top holdings by market value included UBER (12.5%)、BTI (10.0%)、BSM (9.6%). The largest single position, UBER, represented 12.5% of total portfolio value.
In Q1 2025, Investment Management Associates Inc /adv made 23 total portfolio adjustments, initiating 23 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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