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The Analysis of Investment Management Trust, LLC's Holdings & P&L

Currently, Investment Management Trust, LLC holds 81 types of securities in its portfolio with a total value $102.6M. In the most recent quarter, they have increased their positions in AAPL (+32.8K shares, valued at $8.3M), NVDA (+45.4K shares, valued at $7.9M), WMT (+57.7K shares, valued at $7.2M); initiated new positions in AAPL (+32.8K shares, valued at $8.3M), NVDA (+45.4K shares, valued at $7.9M), WMT (+57.7K shares, valued at $7.2M).

1M P&L

+974.3K+1.06%

3M P&L

+1.7M+1.89%

HY P&L

+5.9M+6.77%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A36.6M

41.4%

2Semiconductors9.2M

10.4%

3Consumer Electronics8.3M

9.4%

Top Industries by Stock Count

1N/A43 stocks

58.1%

2Semiconductors4 stocks

5.4%

3Drug Manufacturers - General3 stocks

4.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC32.8K sharesnew addition2026-03-312026-04-24

NVDA NVIDIA CORPORATION45.4K sharesnew addition2026-03-312026-04-24

WMT WALMART INC57.7K sharesnew addition2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS27.2K sharesnew addition2026-03-312026-04-24

AMZN AMAZON COM INC27.1K sharesnew addition2026-03-312026-04-24

ALPHABET INC ALPHABET INC18.4K sharesnew addition2026-03-312026-04-24

MSFT MICROSOFT CORP13.0K sharesnew addition2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.0K sharesnew addition2026-03-312026-04-24

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GLD SPDR GOLD TR6.6K sharesnew addition2026-03-312026-04-24

CAT CATERPILLAR INC3.6K sharesnew addition2026-03-312026-04-24

XLU SELECT SECTOR SPDR TR51.5K sharesnew addition2026-03-312026-04-24

SPYM SPDR SERIES TRUST25.4K sharesnew addition2026-03-312026-04-24

META META PLATFORMS INC3.3K sharesnew addition2026-03-312026-04-24

ALPHABET INC ALPHABET INC6.4K sharesnew addition2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T2.6K sharesnew addition2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS10.3K sharesnew addition2026-03-312026-04-24

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BROADCOM INC BROADCOM INC4.6K sharesnew addition2026-03-312026-04-24

HD HOME DEPOT INC4.3K sharesnew addition2026-03-312026-04-24

RTX RTX CORPORATION6.9K sharesnew addition2026-03-312026-04-24

XLI SELECT SECTOR SPDR TR8.3K sharesnew addition2026-03-312026-04-24

VEU VANGUARD INTL EQUITY INDEX F17.3K sharesnew addition2026-03-312026-04-24

CWB SPDR SERIES TRUST13.6K sharesnew addition2026-03-312026-04-24

XAR SPDR SERIES TRUST4.3K sharesnew addition2026-03-312026-04-24

XME SPDR SERIES TRUST10.2K sharesnew addition2026-03-312026-04-24

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VCSH VANGUARD SCOTTSDALE FDS12.9K sharesnew addition2026-03-312026-04-24

ABBV ABBVIE INC4.6K sharesnew addition2026-03-312026-04-24

VCIT VANGUARD SCOTTSDALE FDS11.9K sharesnew addition2026-03-312026-04-24

XLP SELECT SECTOR SPDR TR11.8K sharesnew addition2026-03-312026-04-24

SDY SPDR SERIES TRUST6.4K sharesnew addition2026-03-312026-04-24

JNJ JOHNSON & JOHNSON3.8K sharesnew addition2026-03-312026-04-24

LLY ELI LILLY & CO959 sharesnew addition2026-03-312026-04-24

SPIB SPDR SERIES TRUST24.7K sharesnew addition2026-03-312026-04-24

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TSM TAIWAN SEMICONDUCTOR MANUFAC2.3K sharesnew addition2026-03-312026-04-24

V VISA INC2.5K sharesnew addition2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP1.2K sharesnew addition2026-03-312026-04-24

SPSB SPDR SERIES TRUST20.6K sharesnew addition2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR20.1K sharesnew addition2026-03-312026-04-24

ICVT ISHARES TR5.8K sharesnew addition2026-03-312026-04-24

TJX TJX COS INC NEW3.7K sharesnew addition2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR4.2K sharesnew addition2026-03-312026-04-24

Sponsored

COST COSTCO WHOLESALE CORPORATION557 sharesnew addition2026-03-312026-04-24

VIGI VANGUARD WHITEHALL FDS6.2K sharesnew addition2026-03-312026-04-24

FALN ISHARES TR20.3K sharesnew addition2026-03-312026-04-24

HTD HANCOCK JOHN TAX-ADVANTAGED21.5K sharesnew addition2026-03-312026-04-24

USIG ISHARES TR10.3K sharesnew addition2026-03-312026-04-24

VRT VERTIV HOLDINGS CO2.1K sharesnew addition2026-03-312026-04-24

CMI CUMMINS INC885 sharesnew addition2026-03-312026-04-24

IEI ISHARES TR4.0K sharesnew addition2026-03-312026-04-24

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VTV VANGUARD INDEX FDS2.2K sharesnew addition2026-03-312026-04-24

SOXX ISHARES TR1.3K sharesnew addition2026-03-312026-04-24

TSLA TESLA INC1.1K sharesnew addition2026-03-312026-04-24

CARR CARRIER GLOBAL CORPORATION7.0K sharesnew addition2026-03-312026-04-24

QUAL ISHARES TR2.0K sharesnew addition2026-03-312026-04-24

PDX PIMCO DYNAMIC INCOME STRATEG16.7K sharesnew addition2026-03-312026-04-24

JPM JPMORGAN CHASE & CO1.2K sharesnew addition2026-03-312026-04-24

DGRO ISHARES TR5.1K sharesnew addition2026-03-312026-04-24

Sponsored

CHW CALAMOS GBL DYN INCOME FUND49.3K sharesnew addition2026-03-312026-04-24

XLC SELECT SECTOR SPDR TR3.1K sharesnew addition2026-03-312026-04-24

SPYD SPDR SERIES TRUST6.8K sharesnew addition2026-03-312026-04-24

SMH VANECK ETF TRUST811 sharesnew addition2026-03-312026-04-24

HON HONEYWELL INTL INC1.3K sharesnew addition2026-03-312026-04-24

PG PROCTER & GAMBLE CO2.1K sharesnew addition2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR507 sharesnew addition2026-03-312026-04-24

MU MICRON TECHNOLOGY INC840 sharesnew addition2026-03-312026-04-24

Sponsored

COWZ PACER FDS TR4.4K sharesnew addition2026-03-312026-04-24

DE DEERE & CO459 sharesnew addition2026-03-312026-04-24

ABT ABBOTT LABORATORIES2.4K sharesnew addition2026-03-312026-04-24

SBUX STARBUCKS CORP2.8K sharesnew addition2026-03-312026-04-24

VYMI VANGUARD WHITEHALL FDS2.6K sharesnew addition2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC2.0K sharesnew addition2026-03-312026-04-24

CVX CHEVRON CORPORATION1.2K sharesnew addition2026-03-312026-04-24

NBXG NEUBERGER NEXT GENERATION17.3K sharesnew addition2026-03-312026-04-24

Sponsored

AMD ADVANCED MICRO DEVICES INC1.1K sharesnew addition2026-03-312026-04-24

ASTRAZENECA PLC ASTRAZENECA PLC1.1K sharesnew addition2026-03-312026-04-24

ETW EATON VANCE TAX-MANAGED GLOB20.1K sharesnew addition2026-03-312026-04-24

AOD ABRDN TOTAL DYNAMIC DIVIDEND18.2K sharesnew addition2026-03-312026-04-24

ETY EATON VANCE TAX-MANAGED DIVE10.3K sharesnew addition2026-03-312026-04-24

EOD ALLSPRING GLOBAL DIVIDEND OP20.8K sharesnew addition2026-03-312026-04-24

EXG EATON VANCE TAX-MANAGED GLOB12.6K sharesnew addition2026-03-312026-04-24

JFR NUVEEN FLOATING RATE INCOME13.0K sharesnew addition2026-03-312026-04-24

Sponsored

IAE VOYA ASIA PAC HIGH DIV EQT I10.3K sharesnew addition2026-03-312026-04-24

AAPL

APPLE INC

New

Shares32.8K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

New

Shares45.4K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

New

Shares57.7K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares27.2K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

New

Shares27.1K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

New

Shares18.4K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

New

Shares13.0K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

New

Shares10.0K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

New

Shares6.6K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

New

Shares3.6K

Event2026-03-31

Filed2026-04-24

XLU

SELECT SECTOR SPDR TR

New

Shares51.5K

Event2026-03-31

Filed2026-04-24

SPYM

SPDR SERIES TRUST

New

Shares25.4K

Event2026-03-31

Filed2026-04-24