account_balance
Investment manager · 13F filer · SEC CIK 2131759
Investment Management Trust, LLC
Reported value$113Mas of Sep 30, 2026
Positions77 4 new, 5 sold out
Top 10 weight57.4%AAPL alone is 10%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
9.9%Added +3%
NVDANVIDIA Corp
9.2%
MSFTMicrosoft Corp
6.1%Added +3%
AMZNAmazon.com Inc
6.0%
GOOGLAlphabet Inc.
5.6%
VIGVanguard Specialized Funds
5.5%
WMTWalmart Inc.
5.2%
BRK-BBerkshire Hathaway Inc
4.4%
SPYMSPDR Series Trust
2.9%+23%
CATCaterpillar Inc
2.6%
GLDSPDR Gold Trust
2.4%+10%
METAMeta Platforms, Inc.
2.1%+7%
AAPLApple Inc.
9.9%Added +3%
NVDANVIDIA Corp
9.2%
MSFTMicrosoft Corp
6.1%Added +3%
AMZNAmazon.com Inc
6.0%
GOOGLAlphabet Inc.
5.6%
VIGVanguard Specialized Funds
5.5%
WMTWalmart Inc.
5.2%
BRK-BBerkshire Hathaway Inc
4.4%
SPYM2.9%
CAT2.6%GLD2.4%META2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 9.9% Added +3%NVDA NVIDIA Corp 9.2% HeldMSFT Microsoft Corp 6.1% Added +3%AMZN Amazon.com Inc 6.0% HeldGOOGL Alphabet Inc. 5.6% Held
VIG Vanguard Specialized Funds 5.5% Held
WMT Walmart Inc. 5.2% HeldBRK-B Berkshire Hathaway Inc 4.4% HeldSPYM SPDR Series Trust 2.9% Added +23%
CAT Caterpillar Inc 2.6% HeldGLD SPDR Gold Trust 2.4% Added +10%META Meta Platforms, Inc. 2.1% Added +7%What changed
Biggest moves since Jun 30, 2026
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