13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000789307
Total reported value
$119.8M
$119.8M
52 檔
56.0%
At the close of Q1 2026, Investment Management CORP /va/ /adv disclosed equity holdings valued at approximately $119.8M, spread across 52 reported holdings.
In Q1 2026, Investment Management CORP /va/ /adv displayed an active expansion posture, initiating 3 new positions and adding to 37 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 | 19.69% | -4.91% | +0.04% | |
| 2 | PPA | Invesco Aerospace & Defense | ETF-Other | 12.49% | -5.22% | -1.51% | |
| 3 | NOCT | Innovator Growth-100 Power B | ETF-Other | 8.89% | +0.72% | -1.04% | |
| 4 | DDTL | Invtr Eq D Di 10 B ETF - Jul | ETF-Other | 8.31% | +0.32% | -0.46% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.23% | +0.97% | -0.66% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 6.31% | -1.06% | -1.84% | |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 3.52% | -0.09% | +0.19% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.31% | +0.13% | +1.16% | |
| 9 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 1.85% | +0.15% | +0.84% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.66% | +0.32% | — | |
| 11 | IAPR | Innovator International Deve | ETF-Other | 1.61% | +0.06% | +1.58% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.20% | +0.25% | +2.49% | |
| 13 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.20% | -0.01% | +2.73% | |
| 14 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.18% | -0.34% | +0.96% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 1.09% | +0.07% | +2.40% | |
| 16 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.93% | +0.21% | +0.66% | |
| 17 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.88% | +0.13% | +0.87% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.47% | +2.14% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | +0.12% | +1.45% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | +0.19% | +0.46% | |
| 21 | COF | Capital One Financial CORP | Stock-Financials | 0.76% | +0.06% | +129.36% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | -0.03% | +1.28% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.70% | +0.11% | +2.28% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.70% | +0.04% | +5.57% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | +0.01% | — | |
| 26 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.67% | +0.29% | +1.63% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.14% | +2.15% | |
| 28 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.64% | +0.27% | +1.00% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.64% | -0.64% | EXIT | |
| 30 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.62% | -0.62% | EXIT | |
| 31 | LRCX | Lam Research CORP | Stock-Tech | 0.56% | +0.16% | -47.03% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.55% | +0.07% | +1.90% | |
| 33 | GEV | GE Vernova Inc | Stock-Industrials | 0.55% | +0.18% | — | |
| 34 | SEIC | Sei Investments Company | Stock-Financials | 0.52% | +0.05% | — | |
| 35 | IAU | Ishares Gold Trust | ETF-Commodities | 0.52% | -0.09% | -53.26% | |
| 36 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.47% | +0.07% | +0.87% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.04% | +1.92% | |
| 38 | CTAS | Cintas CORP | Stock-Industrials | 0.46% | -0.02% | +2.19% | |
| 39 | GD | General Dynamics CORP | Stock-Industrials | 0.46% | +0.01% | +2.18% | |
| 40 | AME | Ametek Inc | Stock-Industrials | 0.46% | +0.05% | +2.23% | |
| 41 | VMC | Vulcan Materials Co | Stock-Materials | 0.44% | -0.44% | EXIT | |
| 42 | RS | Reliance Inc | Stock-Materials | 0.44% | +0.09% | +0.60% | |
| 43 | HESM | Hess Midstream LP - Class A | Stock-Other | 0.43% | -0.43% | EXIT | |
| 44 | URI | United Rentals Inc | Stock-Industrials | 0.43% | +0.23% | +1.91% | |
| 45 | MU | Micron Technology Inc | Stock-Tech | 0.42% | +0.22% | — | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | +0.03% | +2.20% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.41% | -0.41% | EXIT | |
| 48 | CRH | CRH plc | Stock-Materials | 0.40% | — | +2.17% | |
| 49 | TOST | Toast Inc-class A | Stock-Tech | 0.33% | +0.01% | +2.09% | |
| 50 | SLV | Ishares Silver Trust | ETF-Commodities | 0.32% | -0.15% | -41.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PPA | Invesco Aerospace & Defense | +0.8% | -1.51% | Trim |
| 2 | GLD | Spdr Gold Shares | +0.5% | -1.84% | Trim |
| 3 | COF | Capital One Financial CORP | +0.3% | +129.36% | Add |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.3% | +0.19% | Add |
| 5 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +1.16% | Add |
| 6 | MRK | Merck & Co. Inc. | +0.1% | +5.57% | Add |
| 7 | FUTY | Fidelity Msci US Utilities | +0.1% | +2.73% | Add |
| 8 | IAPR | Innovator International Deve | +0.1% | +1.58% | Add |
| 9 | EEM | Ishares Msci Emerging Market | +0.1% | +2.49% | Add |
| 10 | LOW | Lowe's Cos Inc | +0.1% | +0.04% | Add |
| 11 | SMH | Vaneck Semiconductor ETF | +0.1% | +0.87% | Add |
| 12 | HESM | Hess Midstream LP - Class A | +0.1% | +3.97% | Add |
| 13 | KJAN | Innovator U.s. Small Cap Pow | +0.1% | +0.84% | Add |
| 14 | DDTL | Invtr Eq D Di 10 B ETF - Jul | +0.1% | -0.46% | Trim |
| 15 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +0.66% | Add |
| 16 | TJX | Tjx Companies Inc | +0.1% | +2.36% | Add |
| 17 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.28% | Add |
| 18 | AME | Ametek Inc | 0% | +2.23% | Add |
| 19 | RS | Reliance Inc | 0% | +0.60% | Add |
| 20 | GD | General Dynamics CORP | 0% | +2.18% | Add |
| 21 | BAR | Graniteshares Gold Trust | 0% | — | Unchanged |
| 22 | VRTX | Vertex Pharmaceuticals Inc | 0% | +2.01% | Add |
| 23 | VMC | Vulcan Materials Co | — | +2.37% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 25 | XHB | Ss Spdr S&p Homebldrs ETF | 0% | +0.87% | Add |
| 26 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.46% | Add |
| 27 | SPMO | Invesco S&p 500 Momentum ETF | 0% | +1.00% | Add |
| 28 | AAPL | Apple Inc | 0% | +1.90% | Add |
| 29 | SEIC | Sei Investments Company | 0% | — | Unchanged |
| 30 | XLK | Ss Technology Select Sector | 0% | +2.40% | Add |
| 31 | GOOG | Alphabet Inc-cl C | 0% | +2.15% | Add |
| 32 | NVDA | Nvidia CORP | 0% | +1.45% | Add |
| 33 | CTAS | Cintas CORP | 0% | +2.19% | Add |
| 34 | URI | United Rentals Inc | 0% | +1.91% | Add |
| 35 | XLC | Ss Comm Select Sector Spdr | 0% | +0.96% | Add |
| 36 | AMZN | Amazon.com Inc | -0.1% | +2.14% | Add |
| 37 | CRH | CRH plc | -0.1% | +2.17% | Add |
| 38 | META | Meta Platforms Inc-class A | -0.1% | +1.92% | Add |
| 39 | V | Visa Inc-class A Shares | -0.1% | +2.20% | Add |
| 40 | CIBR | First Trust Nasdaq Cybersecu | -0.1% | +0.89% | Add |
| 41 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | +1.63% | Add |
| 42 | TOST | Toast Inc-class A | -0.1% | +2.09% | Add |
| 43 | IVW | Ishares S&p 500 Growth ETF | -0.1% | — | Unchanged |
| 44 | NOCT | Innovator Growth-100 Power B | -0.1% | -1.04% | Trim |
| 45 | SLV | Ishares Silver Trust | -0.2% | -41.47% | Trim |
| 46 | MSFT | Microsoft CORP | -0.2% | +1.28% | Add |
| 47 | IVV | Ishares Core S&p 500 ETF | -0.3% | -0.66% | Trim |
| 48 | LRCX | Lam Research CORP | -0.3% | -47.03% | Trim |
| 49 | IAU | Ishares Gold Trust | -0.5% | -53.26% | Trim |
| 50 | KBWB | Invesco Kbw Bank ETF | — | EXIT | Sold out |
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 52 disclosed positions in Q1 2026.
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, NOCT) accounted for 56.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
GEV
市值: $640.7K
Top Position Liquidated / Trimmed
KBWB
前期市值: $1.1M
During Q1 2026, Investment Management CORP /va/ /adv's top holdings by market value included LOW (19.7%)、PPA (12.5%)、NOCT (8.9%). The largest single position, LOW, represented 19.7% of total portfolio value.
In Q1 2026, Investment Management CORP /va/ /adv made 52 total portfolio adjustments, initiating 3 new buys, adding to 37 positions, trimming 8 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.