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CIK: 0000789307
Total reported value
$119.8M
$119.8M
185 檔
50.3%
As reported in its official Q1 2025 Form 13F filing, Investment Management CORP /va/ /adv's tracked investment portfolio stood at $119.8M with 185 total positions.
In Q1 2025, Investment Management CORP /va/ /adv displayed an active expansion posture, initiating 5 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 20.37% | -4.91% | +0.32% | |
| 2 | PPA | Invesco Aerospace & Defense | ETF-Other | 9.35% | -5.22% | -0.37% | |
| 3 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 8.74% | — | -0.63% | |
| 4 | NOCT | Innovator Growth-100 Power B | ETF-Other | 8.41% | +0.72% | -1.05% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.47% | +0.97% | -0.81% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 4.78% | -1.06% | -0.98% | |
| 7 | XLRE | Ss Real Estate Select Sector | ETF-Other | 3.99% | — | +0.24% | |
| 8 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 2.73% | +0.15% | -0.50% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.13% | +0.13% | -2.30% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.64% | — | -26.94% | |
| 11 | IAPR | Innovator International Deve | ETF-Other | 1.51% | +0.06% | -2.97% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.45% | +0.32% | +0.08% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.32% | — | -2.70% | |
| 14 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.05% | -0.01% | -2.21% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.03% | -0.34% | +3.78% | |
| 16 | ZJUL | Innovator Edp ETF 1 Yr July | ETF-Other | 0.88% | — | -3.65% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 0.87% | +0.07% | +0.24% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | +0.47% | +0.53% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | +0.01% | — | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 0.78% | -0.09% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | -0.03% | +11.31% | |
| 22 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.72% | — | +4.15% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.62% | +0.11% | — | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.62% | +0.25% | +8.11% | |
| 25 | CTAS | Cintas CORP | Stock-Industrials | 0.60% | -0.02% | +27.81% | |
| 26 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.60% | +0.29% | +22.73% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.04% | +20.36% | |
| 28 | FISV | Fiserv Inc | Stock-Other | 0.57% | — | +24.38% | |
| 29 | SEIC | Sei Investments Company | Stock-Financials | 0.55% | +0.05% | — | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | +0.12% | +22.98% | |
| 31 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.49% | +0.13% | +3.49% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.48% | — | +20.88% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.47% | +0.07% | +19.63% | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.47% | -0.64% | EXIT | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | +0.03% | +20.55% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.46% | -0.09% | +5.35% | |
| 37 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.46% | — | +30.40% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.45% | +0.19% | +3.67% | |
| 39 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.44% | — | — | |
| 40 | URI | United Rentals Inc | Stock-Industrials | 0.44% | +0.23% | +23.45% | |
| 41 | PPC | Pilgrim's Pride CORP | Stock-Consumer Staples | 0.44% | — | — | |
| 42 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.43% | -0.41% | EXIT | |
| 43 | HESM | Hess Midstream LP - Class A | Stock-Other | 0.43% | -0.43% | EXIT | |
| 44 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.43% | -0.62% | EXIT | |
| 45 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.42% | — | +1573.82% | |
| 46 | TOST | Toast Inc-class A | Stock-Tech | 0.41% | +0.01% | +30.99% | |
| 47 | MCO | Moody's CORP | Stock-Financials | 0.41% | — | +2102.27% | |
| 48 | RS | Reliance Inc | Stock-Materials | 0.40% | +0.09% | +23.51% | |
| 49 | VMC | Vulcan Materials Co | Stock-Materials | 0.37% | -0.44% | EXIT | |
| 50 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.37% | — | +2.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | +0.8% | NEW | New buy |
| 2 | GLD | Spdr Gold Shares | +0.8% | -0.98% | Trim |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.6% | NEW | New buy |
| 4 | KIE | Ss Spdr S&p Insurance ETF | +0.6% | -0.63% | Trim |
| 5 | TMUS | T-mobile US Inc | +0.4% | NEW | New buy |
| 6 | PPC | Pilgrim's Pride CORP | +0.4% | NEW | New buy |
| 7 | BSX | Boston Scientific CORP | +0.4% | +1573.82% | Add |
| 8 | MCO | Moody's CORP | +0.4% | +2102.27% | Add |
| 9 | LRCX | Lam Research CORP | +0.4% | NEW | New buy |
| 10 | CTAS | Cintas CORP | +0.2% | +27.81% | Add |
| 11 | PPA | Invesco Aerospace & Defense | +0.2% | -0.37% | Trim |
| 12 | HESM | Hess Midstream LP - Class A | +0.2% | +32.45% | Add |
| 13 | FISV | Fiserv Inc | +0.2% | +24.38% | Add |
| 14 | XLRE | Ss Real Estate Select Sector | +0.2% | +0.24% | Add |
| 15 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +18.38% | Add |
| 16 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +22.73% | Add |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | — | Unchanged |
| 18 | V | Visa Inc-class A Shares | +0.1% | +20.55% | Add |
| 19 | MA | Mastercard Inc - A | +0.1% | +20.88% | Add |
| 20 | RS | Reliance Inc | +0.1% | +23.51% | Add |
| 21 | TJX | Tjx Companies Inc | +0.1% | +24.91% | Add |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +20.36% | Add |
| 23 | EEM | Ishares Msci Emerging Market | +0.1% | +8.11% | Add |
| 24 | TOST | Toast Inc-class A | +0.1% | +30.99% | Add |
| 25 | PKG | Packaging CORP Of America | +0.1% | +30.40% | Add |
| 26 | T | At&t Inc | 0% | +21.37% | Add |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +5.35% | Add |
| 28 | VZ | Verizon Communications Inc | 0% | +14.33% | Add |
| 29 | URI | United Rentals Inc | 0% | +23.45% | Add |
| 30 | VMC | Vulcan Materials Co | 0% | +22.05% | Add |
| 31 | DHI | Dr Horton Inc | 0% | +26.12% | Add |
| 32 | SEIC | Sei Investments Company | 0% | — | Unchanged |
| 33 | ZJUL | Innovator Edp ETF 1 Yr July | 0% | -3.65% | Trim |
| 34 | IGV | Ishares Expanded Tech-softwa | 0% | +2.91% | Add |
| 35 | SMH | Vaneck Semiconductor ETF | 0% | +3.49% | Add |
| 36 | TJUL | Innovator Equity Defined Pro | -0.1% | -51.73% | Trim |
| 37 | PWR | Quanta Services Inc | -0.1% | EXIT | Sold out |
| 38 | XLK | Ss Technology Select Sector | -0.1% | +0.24% | Add |
| 39 | KJAN | Innovator U.s. Small Cap Pow | -0.1% | -0.50% | Trim |
| 40 | IVW | Ishares S&p 500 Growth ETF | -0.1% | +0.08% | Add |
| 41 | AMZN | Amazon.com Inc | -0.1% | +0.53% | Add |
| 42 | AMD | Advanced Micro Devices | -0.2% | EXIT | Sold out |
| 43 | IBIT | Ishares Bitcoin Trust ETF | -0.3% | -95.59% | Trim |
| 44 | HSY | Hershey Co/the | -0.3% | EXIT | Sold out |
| 45 | NOCT | Innovator Growth-100 Power B | -0.3% | -1.05% | Trim |
| 46 | IVV | Ishares Core S&p 500 ETF | -0.4% | -0.81% | Trim |
| 47 | PPH | Vaneck Pharmaceutical ETF | -0.4% | EXIT | Sold out |
| 48 | RSP | Invesco S&p 500 Equal Weight | -0.6% | -26.94% | Trim |
| 49 | LOW | Lowe's Cos Inc | -1% | +0.32% | Add |
| 50 | XHB | Ss Spdr S&p Homebldrs ETF | -3.2% | -99.77% | Trim |
According to official SEC Form 13F filings, Investment Management CORP /va/ /adv reported a total U.S. public equity portfolio value of $119.8M across 185 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LOW, PPA, KIE) accounted for 50.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
IAU
市值: $861.1K
Top Position Liquidated / Trimmed
PPH
前期市值: $457.9K
During Q1 2025, Investment Management CORP /va/ /adv's top holdings by market value included LOW (20.4%)、PPA (9.3%)、KIE (8.7%). The largest single position, LOW, represented 20.4% of total portfolio value.
In Q1 2025, Investment Management CORP /va/ /adv made 48 total portfolio adjustments, initiating 5 new buys, adding to 28 positions, trimming 11 holdings, and fully liquidating 4 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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