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Investment Management Corp. /va/ /adv
Investment Management Corporation is a SEC-registered investment adviser headquartered in Roanoke, Virginia. Founded in 1983, the firm offers discretionary investment advisory and portfolio management services to individuals, families, trusts, charitable organizations, and institutions. The team of fewer than 10 employees provides tailored investment solutions and operates primarily within the United States, focusing on long-term client relationships and fiduciary management responsibilities.
Investment Strategy
Investment Management Corporation utilizes a disciplined, long-term investment approach based on fundamental research and asset allocation principles. The firm manages diversified portfolios across a wide range of asset classes including equities, fixed income, and cash equivalents, adjusting client holdings based on risk profile, investment goals, and market outlook. Portfolios are customized to individual client needs while maintaining an emphasis on risk management, style consistency, and tax awareness.
Latest 13F Filing Activity
Investment Management Corp. /va/ /adv filed their most recent 13F report on Jun 30, 2025 disclosing 173 equity positions with a total 13F market value of $110M. The fund increased holdings in Invesco Exchange Traded FD T, Innovator Etfs Trust, Ishares TR among other positions. Investment Management Corp. /va/ /adv reduced exposure to Select Sector SPDR TR, Invesco Exchange Traded FD T, Ishares TR among others.
Top Holdings
Equity Positions (173)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LOW | LOWES COS INC | 19.51% | $21.5M | 96,912 | $246.75 | $221.87 | -$1.1M |
P PPA | INVESCO EXCHANGE TRADED FD T | 11.39% | $12.6M | 88,576 | $114.73 | $141.69 | +$2.2M |
N NOCT | INNOVATOR ETFS TRUST | 9.21% | $10.1M | 186,194 | $51.34 | $54.50 | +$814.3K |
K KIE | SPDR SERIES TRUST | 8.63% | $9.5M | 159,161 | $56.52 | $59.74 | -$182.1K |
I IVV | ISHARES TR | 8.26% | $9.1M | 14,667 | $588.68 | $620.90 | +$817.1K |
Industry Allocation
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