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INVESTMENT MANAGEMENT CORP /VA/ /ADV

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000789307

$119.8M

disclosed book value

50

positions

14.8%

largest position share

Positions, as of 2026-06-30

top 50 of 50 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1LOWLOWES COS INC80,318$17.7M14.8%
2NOCTINNOVATOR ETFS TRUST184,121$11.5M9.6%
3IVVISHARES TR14,716$11.0M9.2%
4DDTLINNOVATOR ETFS TRUST469,826$10.3M8.6%
5PPAINVESCO EXCHANGE TRADED FD T49,295$8.7M7.3%
6XLISELECT SECTOR SPDR TR39,582$7.3M6.1%
7GLDSPDR GOLD TR17,084$6.3M5.3%
8XLUSELECT SECTOR SPDR TR90,580$4.1M3.4%
9VYMVANGUARD WHITEHALL FDS18,526$2.9M2.4%
10KJANINNOVATOR ETFS TRUST52,632$2.4M2%
11IVWISHARES TR17,203$2.4M2%
12IAPRINNOVATOR ETFS TRUST60,390$2.0M1.7%
13EEMISHARES TR25,444$1.7M1.5%
14AMZNAMAZON COM INC6,502$1.5M1.3%
15FUTYFIDELITY COVINGTON TRUST24,459$1.4M1.2%
16XLKSELECT SECTOR SPDR TR7,265$1.4M1.2%
17XBISPDR SERIES TRUST8,603$1.4M1.1%
18SMHVANECK ETF TRUST1,841$1.2M1%
19CRWDCROWDSTRIKE HLDGS INC1,512$1.2M1%
20QQQINVESCO QQQ TR1,557$1.1M1%
21SPMOINVESCO EXCH TRADED FD TR II6,765$1.1M0.9%
22NVDANVIDIA CORPORATION5,378$1.1M0.9%
23KMAYINNOVATOR ETFS TRUST34,737$1.1M0.9%
24IFRAISHARES TR16,276$1.0M0.9%
25XLCSELECT SECTOR SPDR TR9,375$1.0M0.8%
26COFCAPITAL ONE FINL CORP4,880$979,0200.8%
27IJHISHARES TR12,647$975,1780.8%
28GOOGALPHABET INC2,685$948,5600.8%
29MRKMERCK & CO INC6,872$883,0600.7%
30GEVGE VERNOVA INC741$870,8860.7%
31LRCXLAM RESEARCH CORP1,990$862,3570.7%
32MSFTMICROSOFT CORP2,251$839,6150.7%
33BRK/BBERKSHIRE HATHAWAY INC DEL1,671$836,1520.7%
34TSMTAIWAN SEMICONDUCTOR MANUFAC1,665$795,1610.7%
35URIUNITED RENTALS INC701$794,2560.7%
36MUMICRON TECHNOLOGY INC665$767,9960.6%
37AAPLAPPLE INC2,561$741,1550.6%
38SEICSEI INVTS CO7,812$685,1580.6%
39XHBSPDR SERIES TRUST5,627$650,2370.5%
40RSRELIANCE INC1,696$633,5770.5%
41AMEAMETEK INC2,522$610,2370.5%
42GDGENERAL DYNAMICS CORP1,573$557,3160.5%
43VVISA INC1,549$531,2870.4%
44CTASCINTAS CORP3,120$530,5840.4%
45METAMETA PLATFORMS INC921$518,5230.4%
46IAUISHARES GOLD TR6,857$517,7720.4%
47CRH PLC4,512$482,7320.4%
48TOSTTOAST INC14,787$411,3740.3%
49VZVERIZON COMMUNICATIONS INC5,172$218,9830.2%
50SLVISHARES SILVER TR3,890$207,9980.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.