The Analysis of INVESTMENT MANAGEMENT ASSOCIATES INC /ADV's Holdings


Currently, INVESTMENT MANAGEMENT ASSOCIATES INC /ADV holds 27 types of securities in its portfolio with a total value $335.9M. In the most recent quarter, they have increased their positions in MOH (+105.8K shares, valued at $20.2M), NU (+498.3K shares, valued at $8.0M), HUM (+20.0K shares, valued at $5.2M); decreased their positions in BTI (-12.2K shares, valued at $646.8K), BRK.B (-818 shares, valued at $411.3K), PM (-2.4K shares, valued at $396.9K); initiated new positions in MOH (+105.8K shares, valued at $20.2M), NU (+498.3K shares, valued at $8.0M), HUM (+20.0K shares, valued at $5.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
UBER UBER TECHNOLOGIES INC445.0K shares-0.64%2025-09-302025-11-06history
HII HUNTINGTON INGALLS INDS INC115.9K shares-0.65%2025-09-302025-11-06history
BTI BRITISH AMERN TOB PLC573.6K shares-2.08%2025-09-302025-11-06history
BSM BLACK STONE MINERALS L P1.9M shares22.62%2025-09-302025-11-06history
MOH MOLINA HEALTHCARE INC105.8K sharesnew addition2025-09-302025-11-06history
PM PHILIP MORRIS INTL INC121.5K shares-1.97%2025-09-302025-11-06history
SOLV SOLVENTUM CORP258.9K shares10.27%2025-09-302025-11-06history
LBRDK LIBERTY BROADBAND CORP265.9K shares14.21%2025-09-302025-11-06history
Sponsored
EPD ENTERPRISE PRODS PARTNERS L535.4K shares0.19%2025-09-302025-11-06history
MCK MCKESSON CORP18.1K shares-2.59%2025-09-302025-11-06history
PHG KONINKLIJKE PHILIPS N V504.4K shares-0.23%2025-09-302025-11-06history
TFIN TRIUMPH FINANCIAL INC253.4K shares2.35%2025-09-302025-11-06history
INVX INNOVEX INTERNATIONAL INC634.1K shares-1.03%2025-09-302025-11-06history
CNQ CANADIAN NAT RES LTD335.3K shares1.25%2025-09-302025-11-06history
CMCSA COMCAST CORP NEW337.7K shares8.44%2025-09-302025-11-06history
NU NU HLDGS LTD498.3K sharesnew addition2025-09-302025-11-06history
Sponsored
CACI CACI INTL INC12.4K shares-1.71%2025-09-302025-11-06history
HUM HUMANA INC20.0K sharesnew addition2025-09-302025-11-06history
BRK.B BERKSHIRE HATHAWAY INC DEL9.4K shares-8.03%2025-09-302025-11-06history
ELV ELEVANCE HEALTH INC FORMERLY13.1K sharesnew addition2025-09-302025-11-06history
MUB ISHARES TR33.2K shares0.00%2025-09-302025-11-06history
SHV ISHARES TR25.6K shares17.01%2025-09-302025-11-06history
SII SPROTT INC10.4K shares-6.15%2025-09-302025-11-06history
QVCGA QVC GROUP INC48.6K shares-1.30%2025-09-302025-11-06history
Sponsored
NVDA NVIDIA CORPORATION2.0K shares-1.48%2025-09-302025-11-06history
TMO THERMO FISHER SCIENTIFIC INC563 shares0.00%2025-09-302025-11-06history
GDX VANECK ETF TRUST3.5K sharesnew addition2025-09-302025-11-06history

Call Option Holdings
GLD Call CallSPDR GOLD TR65.1K shares0.00%2025-09-302025-11-06history

Put Option Holdings
SPY Put PutSPDR S&P 500 ETF TR296.9K shares356.07%2025-09-302025-11-06history
TLT Put PutISHARES TR459.7K shares0.00%2025-09-302025-11-06history
TradeFomo Institution Holdings Analysis: INVESTMENT MANAGEMENT ASSOCIATES INC /ADV