13FBOX
INVESTMENT MANAGEMENT CORP /VA/ /ADV · 13F Holdings
Options Calculator Rankings

INVESTMENT MANAGEMENT CORP /VA/ /ADV

No.8815 Data as of 2026Q2
Latest AUM (Q2 2026)
$119.8M
QoQ Change Q1 2026
+$3.4M+2.9%
Holdings
50
New Buys
4
Adds
32
Reduces
13
Exits
6
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LOWES COS INC COMLOW
14.78%19.69%$17.7M80,318$22.9M97,017-16,699-17.21%Reduce
IINNOVATOR ETFS TRUSTNOCT
9.61%8.89%$11.5M184,121$10.4M183,638+483+0.26%Add
IISHARES TRIVV
9.2%8.23%$11.0M14,716$9.6M14,665+51+0.35%Add
IINNOVATOR ETFS TRUSTDDTL
8.63%8.31%$10.3M469,826$9.7M467,955+1,871+0.40%Add
IINVESCO EXCHANGE TRADED FD TPPA
7.27%12.49%$8.7M49,295$14.5M87,776-38,481-43.84%Reduce
SSTATE STREETXLI
6.12%$7.3M39,582$00+39,582New Buy
SSPDR GOLD TRGLD
5.25%6.31%$6.3M17,084$7.3M17,077+7+0.04%Add
SSELECT SECTOR SPDR TRXLU
3.43%3.52%$4.1M90,580$4.1M89,423+1,157+1.29%Add
VVANGUARD WHITEHALL FDSVYM
2.44%2.31%$2.9M18,526$2.7M18,142+384+2.12%Add
IINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARYKJAN
2%1.85%$2.4M52,632$2.2M51,739+893+1.73%Add
IISHARES TRIVW
1.97%1.66%$2.4M17,203$1.9M17,098+105+0.61%Add
KINDER MORGAN INC DEL COMKMI
1.67%1.61%$2.0M60,390$1.9M59,063+1,327+2.25%Add
IISHARES TREEM
1.45%1.2%$1.7M25,444$1.4M24,633+811+3.29%Add
AMAZON COM INCAMZN
1.29%0.82%$1.5M6,502$956,4384,592+1,910+41.59%Add
FFIDELITY MSCI UTILS INDEX ETFFUTY
1.19%1.2%$1.4M24,459$1.4M23,653+806+3.41%Add
SSELECT SECTOR SPDR TRXLK
1.16%1.09%$1.4M7,265$1.3M9,532-2,267-23.78%Reduce
SSTATE STREET SPDR S&P BIOTECH ETFXBI
1.14%0.93%$1.4M8,603$1.1M8,521+82+0.96%Add
VANECK ETF TRUSTSMH
1.01%0.88%$1.2M1,841$1.0M2,657-816-30.71%Reduce
CROWDSTRIKE HLDGS INCCRWD
0.96%0.67%$1.2M1,512$779,3751,996-484-24.25%Reduce
VVANGUARD INDEX FDSVOO
0.96%0.77%$1.1M1,557$891,7401,545+12+0.78%Add
IINVESCO EXCH TRADED FD TR IISPMO
0.91%0.64%$1.1M6,765$748,7066,678+87+1.30%Add
NVIDIA CORPORATIONNVDA
0.9%0.78%$1.1M5,378$912,3445,231+147+2.81%Add
IINNOVATOR ETFS TRUSTKMAY
0.88%$1.1M34,737$00+34,737New Buy
IISHARES TRIFRA
0.86%$1.0M16,276$00+16,276New Buy
SSELECT SECTOR SPDR TRXLY
0.84%1.18%$1.0M9,375$1.4M12,444-3,069-24.66%Reduce
CAPITAL ONE FINL CORPCOF
0.82%0.76%$979,0204,880$881,9664,835+45+0.93%Add
IISHARES COREIJH
0.81%0.7%$975,17812,647$820,38112,148+499+4.11%Add
AAlphabet Inc Class CGOOG
0.79%0.65%$948,5602,685$761,7062,655+30+1.13%Add
MERCK & CO INCMRK
0.74%0.7%$883,0606,872$811,8526,749+123+1.82%Add
GE VERNOVA INCGEV
0.73%0.55%$870,886741$640,709734+7+0.95%Add
LAM RESEARCH CORPLRCX
0.72%0.56%$862,3571,990$651,0453,047-1,057-34.69%Reduce
MICROSOFT CORPMSFT
0.7%0.73%$839,6152,251$846,1332,286-35-1.53%Reduce
BERKSHIRE HATHAWAY INC DELBRK.B
0.7%0.69%$836,1521,671$800,7431,67100.00%Unchanged
TAIWAN SEMICONDUCTOR MANUFACTSM
0.66%$795,1611,665$00+1,665New Buy
UNITED RENTALS INCURI
0.66%0.43%$794,256701$505,564694+7+1.01%Add
MICRON TECHNOLOGY INCMU
0.64%0.42%$767,996665$491,2191,454-789-54.26%Reduce
APPLE INCAAPL
0.62%0.55%$741,1552,561$641,1582,526+35+1.39%Add
SSEI INVTS COSEIC
0.57%0.52%$685,1587,812$611,2107,789+23+0.30%Add
SSPDR SERIES TRUSTXHB
0.54%0.47%$650,2375,627$548,1965,553+74+1.33%Add
RRELIANCE INCRS
0.53%0.44%$633,5771,696$508,2321,672+24+1.44%Add
AMETEK INC COMAME
0.51%0.46%$610,2372,522$529,8512,472+50+2.02%Add
GENERAL DYNAMICS CORPGD
0.47%0.46%$557,3161,573$530,0751,544+29+1.88%Add
VISA INCV
0.44%0.41%$531,2871,549$477,7051,581-32-2.02%Reduce
CINTAS CORP COMCTAS
0.44%0.46%$530,5843,120$536,1883,170-50-1.58%Reduce
META PLATFORMS INCMETA
0.43%0.47%$518,523921$546,364955-34-3.56%Reduce
IISHARES GOLD TRIAU
0.43%0.52%$517,7726,857$602,2216,831+26+0.38%Add
CCRH PLCCRH
0.4%0.4%$482,7324,512$465,4384,428+84+1.90%Add
TTOAST INC CL ATOST
0.34%0.33%$411,37414,787$388,15914,642+145+0.99%Add
VERIZON COMMUNICATIONS INCVZ
0.18%0.22%$218,9835,172$254,8875,077+95+1.87%Add
IISHARES SILVER TRSLV
0.17%0.32%$207,9983,890$369,3875,421-1,531-28.24%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow