Investment Management Corp as of Dec. 31, 2024
Portfolio Holdings for Investment Management Corp
Investment Management Corp holds 193 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lowe's Companies (LOW) | 21.3 | $24M | 97k | 246.80 | |
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 9.2 | $10M | 89k | 114.73 | |
| Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) | 8.7 | $9.7M | 190k | 51.34 | |
| Spdr Ser Tr S&p Ins Etf (KIE) | 8.1 | $9.1M | 161k | 56.52 | |
| Ishares Tr Core S&p500 Etf (IVV) | 7.8 | $8.8M | 15k | 588.67 | |
| Spdr Gold Tr Gold Shs (GLD) | 4.0 | $4.5M | 19k | 242.13 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 3.8 | $4.3M | 106k | 40.67 | |
| Spdr Ser Tr S&p Homebuild (XHB) | 3.2 | $3.6M | 35k | 104.50 | |
| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 2.8 | $3.2M | 85k | 37.35 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.3 | $2.5M | 14k | 175.23 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 2.1 | $2.4M | 19k | 127.59 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.6 | $1.8M | 17k | 101.53 | |
| Innovator Etfs Trust Intrnl Dev Aprl (IAPR) | 1.5 | $1.7M | 63k | 26.70 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.3 | $1.4M | 17k | 87.33 | |
| Fidelity Covington Trust Msci Utils Index (FUTY) | 1.0 | $1.1M | 24k | 48.77 | |
| Select Sector Spdr Tr Communication (XLC) | 1.0 | $1.1M | 11k | 96.81 | |
| Select Sector Spdr Tr Technology (XLK) | 1.0 | $1.1M | 4.7k | 232.53 | |
| Amazon (AMZN) | 0.9 | $1.0M | 4.7k | 219.39 | |
| Innovator Etfs Trust Equity Defined P (ZJUL) | 0.9 | $1.0M | 38k | 27.05 | |
| Microsoft Corporation (MSFT) | 0.7 | $831k | 2.0k | 421.40 | |
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.7 | $793k | 12k | 65.35 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $757k | 1.7k | 453.28 | |
| SEI Investments Company (SEIC) | 0.6 | $642k | 7.8k | 82.48 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $609k | 15k | 41.82 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $597k | 2.5k | 242.15 | |
| NVIDIA Corporation (NVDA) | 0.5 | $581k | 4.3k | 134.28 | |
| Meta Platforms Cl A (META) | 0.5 | $555k | 948.00 | 585.66 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $529k | 1.0k | 511.20 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $528k | 1.5k | 342.16 | |
| Apple (AAPL) | 0.4 | $496k | 2.0k | 250.38 | |
| Fiserv (FI) | 0.4 | $472k | 2.3k | 205.42 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $468k | 6.2k | 75.69 | |
| Cintas Corporation (CTAS) | 0.4 | $467k | 2.6k | 182.72 | |
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.4 | $458k | 5.3k | 86.29 | |
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.4 | $457k | 7.2k | 63.45 | |
| Packaging Corporation of America (PKG) | 0.4 | $447k | 2.0k | 225.10 | |
| Ishares Tr Expanded Tech (IGV) | 0.4 | $444k | 4.4k | 100.12 | |
| United Rentals (URI) | 0.4 | $442k | 627.00 | 704.54 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $422k | 800.00 | 526.87 | |
| TJX Companies (TJX) | 0.4 | $414k | 3.4k | 120.80 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $389k | 2.0k | 190.42 | |
| Visa Com Cl A (V) | 0.3 | $388k | 1.2k | 316.09 | |
| Toast Cl A (TOST) | 0.3 | $380k | 10k | 36.45 | |
| Capital One Financial (COF) | 0.3 | $376k | 2.1k | 178.31 | |
| Vulcan Materials Company (VMC) | 0.3 | $376k | 1.5k | 257.20 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $338k | 838.00 | 402.70 | |
| Reliance Steel & Aluminum (RS) | 0.3 | $335k | 1.2k | 269.29 | |
| Hess Midstream Cl A Shs (HESM) | 0.3 | $315k | 8.5k | 37.03 | |
| Hershey Company (HSY) | 0.3 | $298k | 1.8k | 169.39 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $289k | 5.4k | 53.05 | |
| Advanced Micro Devices (AMD) | 0.2 | $273k | 2.3k | 120.79 | |
| D.R. Horton (DHI) | 0.2 | $264k | 1.9k | 139.84 | |
| Norfolk Southern (NSC) | 0.2 | $234k | 996.00 | 234.62 | |
| Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) | 0.2 | $190k | 9.2k | 20.62 | |
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.2 | $177k | 1.6k | 109.80 | |
| Verizon Communications (VZ) | 0.1 | $149k | 3.7k | 39.99 | |
| Innovator Etfs Trust Equity Def Protn (TJUL) | 0.1 | $133k | 4.8k | 27.77 | |
| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.1 | $128k | 4.9k | 25.89 | |
| Truist Financial Corp equities (TFC) | 0.1 | $122k | 2.8k | 43.38 | |
| Shopify Cl A (SHOP) | 0.1 | $106k | 1.0k | 106.33 | |
| At&t (T) | 0.1 | $99k | 4.3k | 22.77 | |
| United Bankshares (UBSI) | 0.1 | $96k | 2.6k | 37.55 | |
| Coca-Cola Company (KO) | 0.1 | $90k | 1.4k | 62.26 | |
| Procter & Gamble Company (PG) | 0.1 | $86k | 511.00 | 167.76 | |
| Anthem (ELV) | 0.1 | $83k | 226.00 | 368.37 | |
| Atlantic Union B (AUB) | 0.1 | $72k | 1.9k | 37.88 | |
| Quanta Services (PWR) | 0.1 | $67k | 210.00 | 316.60 | |
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.1 | $60k | 1.5k | 38.50 | |
| Tesla Motors (TSLA) | 0.1 | $59k | 147.00 | 403.84 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.1 | $59k | 1.6k | 36.80 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $57k | 109.00 | 521.96 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.1 | $57k | 1.5k | 37.87 | |
| Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) | 0.0 | $56k | 1.9k | 29.44 | |
| Wal-Mart Stores (WMT) | 0.0 | $55k | 612.00 | 90.32 | |
| Patrick Industries (PATK) | 0.0 | $52k | 630.00 | 83.02 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $46k | 67.00 | 688.81 | |
| Garmin SHS (GRMN) | 0.0 | $46k | 223.00 | 206.37 | |
| UnitedHealth (UNH) | 0.0 | $44k | 88.00 | 504.10 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $41k | 205.00 | 197.50 | |
| Steel Dynamics (STLD) | 0.0 | $40k | 347.00 | 114.22 | |
| Shore Bancshares (SHBI) | 0.0 | $38k | 2.4k | 15.85 | |
| O'reilly Automotive (ORLY) | 0.0 | $37k | 31.00 | 1185.81 | |
| W.W. Grainger (GWW) | 0.0 | $35k | 33.00 | 1048.76 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $33k | 56.00 | 590.91 | |
| Caterpillar (CAT) | 0.0 | $33k | 91.00 | 362.02 | |
| Skechers U S A Cl A | 0.0 | $32k | 476.00 | 67.24 | |
| Henry Schein (HSIC) | 0.0 | $32k | 460.00 | 69.20 | |
| Blackrock (BLK) | 0.0 | $31k | 30.00 | 1015.90 | |
| Thomson Reuters Corp. (TRI) | 0.0 | $29k | 181.00 | 159.94 | |
| American Express Company (AXP) | 0.0 | $29k | 97.00 | 296.79 | |
| Autodesk (ADSK) | 0.0 | $29k | 97.00 | 295.57 | |
| Simpson Manufacturing (SSD) | 0.0 | $28k | 171.00 | 166.08 | |
| Cbre Group Cl A (CBRE) | 0.0 | $28k | 216.00 | 131.29 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $27k | 69.00 | 386.22 | |
| Wright Express (WEX) | 0.0 | $25k | 144.00 | 175.32 | |
| Costco Wholesale Corporation (COST) | 0.0 | $25k | 27.00 | 929.44 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $25k | 212.00 | 117.53 | |
| Boston Scientific Corporation (BSX) | 0.0 | $25k | 275.00 | 89.32 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $23k | 100.00 | 230.69 | |
| Abbvie (ABBV) | 0.0 | $22k | 122.00 | 177.80 | |
| Wells Fargo & Company (WFC) | 0.0 | $21k | 302.00 | 70.21 | |
| Moody's Corporation (MCO) | 0.0 | $21k | 44.00 | 470.09 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $20k | 107.00 | 184.08 | |
| Mettler-Toledo International (MTD) | 0.0 | $20k | 16.00 | 1223.69 | |
| Nextera Energy (NEE) | 0.0 | $19k | 264.00 | 71.66 | |
| IDEXX Laboratories (IDXX) | 0.0 | $19k | 45.00 | 413.44 | |
| Broadcom (AVGO) | 0.0 | $19k | 80.00 | 231.84 | |
| Toro Company (TTC) | 0.0 | $19k | 231.00 | 80.03 | |
| Merck & Co (MRK) | 0.0 | $18k | 185.00 | 99.46 | |
| FedEx Corporation (FDX) | 0.0 | $18k | 64.00 | 280.98 | |
| Bank of America Corporation (BAC) | 0.0 | $18k | 399.00 | 43.92 | |
| Nice Sponsored Adr (NICE) | 0.0 | $16k | 94.00 | 169.84 | |
| Altria (MO) | 0.0 | $16k | 298.00 | 52.29 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $16k | 112.00 | 138.98 | |
| Intuit (INTU) | 0.0 | $16k | 25.00 | 621.68 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $16k | 118.00 | 131.41 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $15k | 254.00 | 58.39 | |
| Cal Maine Foods Com New (CALM) | 0.0 | $15k | 144.00 | 102.92 | |
| Entergy Corporation (ETR) | 0.0 | $15k | 194.00 | 75.82 | |
| Walt Disney Company (DIS) | 0.0 | $15k | 131.00 | 111.27 | |
| Kraft Heinz (KHC) | 0.0 | $15k | 472.00 | 30.71 | |
| Cisco Systems (CSCO) | 0.0 | $14k | 243.00 | 59.31 | |
| 3M Company (MMM) | 0.0 | $14k | 110.00 | 129.09 | |
| Sun Life Financial (SLF) | 0.0 | $14k | 234.00 | 59.34 | |
| Home Depot (HD) | 0.0 | $14k | 35.00 | 391.71 | |
| Ares Capital Corporation (ARCC) | 0.0 | $14k | 622.00 | 21.89 | |
| Corning Incorporated (GLW) | 0.0 | $13k | 279.00 | 47.52 | |
| Edison International (EIX) | 0.0 | $13k | 166.00 | 79.84 | |
| Medtronic SHS (MDT) | 0.0 | $13k | 165.00 | 80.05 | |
| Evergy (EVRG) | 0.0 | $13k | 212.00 | 61.55 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $13k | 118.00 | 107.15 | |
| Chevron Corporation (CVX) | 0.0 | $13k | 87.00 | 144.84 | |
| Vici Pptys (VICI) | 0.0 | $12k | 414.00 | 29.21 | |
| Canadian Natural Resources (CNQ) | 0.0 | $12k | 386.00 | 30.87 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $12k | 26.00 | 444.69 | |
| Cathay General Ban (CATY) | 0.0 | $11k | 235.00 | 47.70 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $11k | 115.00 | 97.31 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $11k | 147.00 | 74.27 | |
| McDonald's Corporation (MCD) | 0.0 | $11k | 37.00 | 293.51 | |
| Dow (DOW) | 0.0 | $10k | 255.00 | 40.13 | |
| Msc Indl Direct Cl A (MSM) | 0.0 | $9.6k | 129.00 | 74.69 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $9.3k | 880.00 | 10.57 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.0 | $8.9k | 217.00 | 41.17 | |
| Goldman Sachs (GS) | 0.0 | $8.6k | 15.00 | 572.60 | |
| Us Bancorp Del Com New (USB) | 0.0 | $7.6k | 159.00 | 47.74 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $7.6k | 53.00 | 143.21 | |
| Trex Company (TREX) | 0.0 | $7.5k | 109.00 | 69.03 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $7.0k | 29.00 | 239.72 | |
| Starbucks Corporation (SBUX) | 0.0 | $6.7k | 73.00 | 91.63 | |
| Pepsi (PEP) | 0.0 | $6.2k | 41.00 | 152.22 | |
| Zoom Communications Cl A (ZM) | 0.0 | $5.8k | 71.00 | 81.61 | |
| Dominion Resources (D) | 0.0 | $5.4k | 100.00 | 53.85 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $5.0k | 195.00 | 25.73 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $5.0k | 200.00 | 24.92 | |
| Innovator Etfs Trust Emrgng Mkt Jan (EJAN) | 0.0 | $4.9k | 165.00 | 29.44 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $4.8k | 78.00 | 61.35 | |
| Public Storage (PSA) | 0.0 | $4.5k | 15.00 | 299.47 | |
| Constellation Brands Cl A (STZ) | 0.0 | $4.4k | 20.00 | 221.00 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $4.4k | 9.00 | 486.00 | |
| Motorola Solutions Com New (MSI) | 0.0 | $4.2k | 9.00 | 465.67 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $4.1k | 52.00 | 78.94 | |
| General Motors Company (GM) | 0.0 | $4.0k | 75.00 | 53.27 | |
| Colgate-Palmolive Company (CL) | 0.0 | $4.0k | 44.00 | 90.25 | |
| Air Products & Chemicals (APD) | 0.0 | $3.5k | 12.00 | 290.08 | |
| Johnson & Johnson (JNJ) | 0.0 | $3.5k | 24.00 | 144.62 | |
| Unilever Spon Adr New (UL) | 0.0 | $3.1k | 54.00 | 56.70 | |
| Bristol Myers Squibb (BMY) | 0.0 | $3.1k | 54.00 | 56.56 | |
| Rbc Cad (RY) | 0.0 | $3.0k | 25.00 | 121.88 | |
| Ishares Tr Msci China Etf (MCHI) | 0.0 | $3.0k | 64.00 | 46.86 | |
| Boeing Company (BA) | 0.0 | $2.8k | 16.00 | 177.00 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $2.8k | 90.00 | 31.44 | |
| United Parcel Service CL B (UPS) | 0.0 | $2.6k | 21.00 | 126.10 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $2.6k | 24.00 | 107.75 | |
| Kellogg Company (K) | 0.0 | $2.6k | 32.00 | 80.25 | |
| Oge Energy Corp (OGE) | 0.0 | $2.1k | 50.00 | 41.26 | |
| Paramount Global Class B Com (PARA) | 0.0 | $1.9k | 177.00 | 10.46 | |
| Oracle Corporation (ORCL) | 0.0 | $1.7k | 10.00 | 168.70 | |
| Citigroup Com New (C) | 0.0 | $1.4k | 20.00 | 70.05 | |
| WESCO International (WCC) | 0.0 | $1.3k | 7.00 | 182.71 | |
| Comerica Incorporated (CMA) | 0.0 | $1.2k | 20.00 | 61.10 | |
| Omni (OMC) | 0.0 | $968.000000 | 11.00 | 88.00 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $925.999200 | 18.00 | 51.44 | |
| Ford Motor Company (F) | 0.0 | $845.996500 | 85.00 | 9.95 | |
| Pfizer (PFE) | 0.0 | $818.000100 | 31.00 | 26.39 | |
| Lamb Weston Hldgs (LW) | 0.0 | $810.000000 | 12.00 | 67.50 | |
| Humana (HUM) | 0.0 | $768.000000 | 3.00 | 256.00 | |
| Ge Aerospace Com New (GE) | 0.0 | $500.000100 | 3.00 | 166.67 | |
| Albemarle Corporation (ALB) | 0.0 | $435.000000 | 5.00 | 87.00 | |
| Vimeo Common Stock (VMEO) | 0.0 | $384.000000 | 60.00 | 6.40 | |
| Illinois Tool Works (ITW) | 0.0 | $254.000000 | 1.00 | 254.00 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $78.000000 | 1.00 | 78.00 | |
| Wk Kellogg Com Shs | 0.0 | $76.000000 | 4.00 | 19.00 | |
| Organon &co Common Stock (OGN) | 0.0 | $60.000000 | 4.00 | 15.00 |