Investment Management Corp as of March 31, 2025
Portfolio Holdings for Investment Management Corp
Investment Management Corp holds 185 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lowe's Companies (LOW) | 20.4 | $23M | 97k | 233.23 | |
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 9.4 | $10M | 89k | 116.55 | |
| Spdr Ser Tr S&p Ins Etf (KIE) | 8.7 | $9.7M | 160k | 60.53 | |
| Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) | 8.4 | $9.3M | 188k | 49.71 | |
| Ishares Tr Core S&p500 Etf (IVV) | 7.5 | $8.3M | 15k | 561.89 | |
| Spdr Gold Tr Gold Shs (GLD) | 4.8 | $5.3M | 18k | 288.14 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 4.0 | $4.4M | 106k | 41.85 | |
| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 2.7 | $3.0M | 85k | 35.74 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 2.1 | $2.4M | 18k | 128.96 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.6 | $1.8M | 11k | 173.23 | |
| Innovator Etfs Trust Intrnl Dev Aprl (IAPR) | 1.5 | $1.7M | 61k | 27.54 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.5 | $1.6M | 17k | 92.83 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.3 | $1.5M | 16k | 91.03 | |
| Fidelity Covington Trust Msci Utils Index (FUTY) | 1.1 | $1.2M | 23k | 50.95 | |
| Select Sector Spdr Tr Communication (XLC) | 1.0 | $1.1M | 12k | 96.45 | |
| Innovator Etfs Trust Equity Defined P (ZJUL) | 0.9 | $971k | 36k | 26.77 | |
| Select Sector Spdr Tr Technology (XLK) | 0.9 | $967k | 4.7k | 206.47 | |
| Amazon (AMZN) | 0.8 | $903k | 4.7k | 190.24 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $890k | 1.7k | 532.58 | |
| Ishares Gold Tr Ishares New (IAU) | 0.8 | $861k | 15k | 58.96 | |
| Microsoft Corporation (MSFT) | 0.7 | $824k | 2.2k | 375.39 | |
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.7 | $794k | 13k | 62.77 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $692k | 12k | 58.35 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $688k | 16k | 43.70 | |
| Cintas Corporation (CTAS) | 0.6 | $671k | 3.3k | 205.54 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $668k | 1.9k | 352.64 | |
| Meta Platforms Cl A (META) | 0.6 | $658k | 1.1k | 576.38 | |
| Fiserv (FI) | 0.6 | $631k | 2.9k | 220.85 | |
| SEI Investments Company (SEIC) | 0.5 | $605k | 7.8k | 77.63 | |
| NVIDIA Corporation (NVDA) | 0.5 | $577k | 5.3k | 108.37 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $539k | 2.6k | 211.46 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $530k | 967.00 | 548.39 | |
| Apple (AAPL) | 0.5 | $527k | 2.4k | 222.17 | |
| TJX Companies (TJX) | 0.5 | $522k | 4.3k | 121.79 | |
| Visa Com Cl A (V) | 0.5 | $518k | 1.5k | 350.43 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.5 | $514k | 6.5k | 78.85 | |
| Packaging Corporation of America (PKG) | 0.5 | $513k | 2.6k | 198.04 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $503k | 1.1k | 468.90 | |
| Metropcs Communications (TMUS) | 0.4 | $488k | 1.8k | 266.72 | |
| United Rentals (URI) | 0.4 | $485k | 774.00 | 626.90 | |
| Pilgrim's Pride Corporation (PPC) | 0.4 | $483k | 8.9k | 54.51 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $481k | 992.00 | 484.67 | |
| Hess Midstream Cl A Shs (HESM) | 0.4 | $477k | 11k | 42.29 | |
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.4 | $476k | 7.6k | 63.00 | |
| Boston Scientific Corporation (BSX) | 0.4 | $464k | 4.6k | 100.88 | |
| Toast Cl A (TOST) | 0.4 | $452k | 14k | 33.17 | |
| Moody's Corporation (MCO) | 0.4 | $451k | 969.00 | 465.57 | |
| Reliance Steel & Aluminum (RS) | 0.4 | $443k | 1.5k | 288.67 | |
| Vulcan Materials Company (VMC) | 0.4 | $416k | 1.8k | 233.25 | |
| Ishares Tr Expanded Tech (IGV) | 0.4 | $407k | 4.6k | 88.99 | |
| Lam Research Corp Com New (LRCX) | 0.4 | $398k | 5.5k | 72.70 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $387k | 2.5k | 156.26 | |
| Capital One Financial (COF) | 0.3 | $378k | 2.1k | 179.29 | |
| D.R. Horton (DHI) | 0.3 | $303k | 2.4k | 127.11 | |
| Norfolk Southern (NSC) | 0.2 | $236k | 998.00 | 236.78 | |
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.2 | $208k | 1.6k | 129.47 | |
| Verizon Communications (VZ) | 0.2 | $193k | 4.3k | 45.36 | |
| Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) | 0.2 | $174k | 8.3k | 20.89 | |
| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.1 | $152k | 4.9k | 30.84 | |
| At&t (T) | 0.1 | $149k | 5.3k | 28.28 | |
| Truist Financial Corp equities (TFC) | 0.1 | $137k | 3.3k | 41.15 | |
| Procter & Gamble Company (PG) | 0.1 | $105k | 614.00 | 170.51 | |
| Coca-Cola Company (KO) | 0.1 | $103k | 1.4k | 71.62 | |
| Anthem (ELV) | 0.1 | $98k | 226.00 | 434.33 | |
| Shopify Cl A (SHOP) | 0.1 | $96k | 1.0k | 95.48 | |
| United Bankshares (UBSI) | 0.1 | $90k | 2.6k | 34.67 | |
| Innovator Etfs Trust Equity Def Protn (TJUL) | 0.1 | $65k | 2.3k | 28.05 | |
| Atlantic Union B (AUB) | 0.1 | $59k | 1.9k | 31.14 | |
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.1 | $58k | 1.5k | 37.78 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.1 | $57k | 1.6k | 35.82 | |
| Tesla Motors (TSLA) | 0.1 | $57k | 221.00 | 259.16 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.1 | $56k | 1.5k | 37.22 | |
| Wal-Mart Stores (WMT) | 0.0 | $55k | 628.00 | 87.78 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $55k | 111.00 | 495.27 | |
| Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) | 0.0 | $53k | 1.9k | 27.97 | |
| Patrick Industries (PATK) | 0.0 | $49k | 575.00 | 84.49 | |
| Garmin SHS (GRMN) | 0.0 | $48k | 223.00 | 217.25 | |
| UnitedHealth (UNH) | 0.0 | $46k | 87.00 | 525.57 | |
| Altria (MO) | 0.0 | $45k | 747.00 | 60.02 | |
| 3M Company (MMM) | 0.0 | $44k | 301.00 | 147.04 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $44k | 67.00 | 659.73 | |
| Steel Dynamics (STLD) | 0.0 | $44k | 350.00 | 125.12 | |
| Entergy Corporation (ETR) | 0.0 | $44k | 509.00 | 85.46 | |
| O'reilly Automotive (ORLY) | 0.0 | $41k | 28.00 | 1447.93 | |
| Ares Capital Corporation (ARCC) | 0.0 | $41k | 1.8k | 22.16 | |
| Chevron Corporation (CVX) | 0.0 | $39k | 236.00 | 167.02 | |
| Evergy (EVRG) | 0.0 | $39k | 569.00 | 68.99 | |
| Cisco Systems (CSCO) | 0.0 | $37k | 596.00 | 61.76 | |
| Vici Pptys (VICI) | 0.0 | $37k | 1.1k | 32.62 | |
| Medtronic SHS (MDT) | 0.0 | $36k | 403.00 | 89.77 | |
| Cal Maine Foods Com New (CALM) | 0.0 | $36k | 392.00 | 90.90 | |
| Sun Life Financial (SLF) | 0.0 | $35k | 619.00 | 57.26 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $35k | 313.00 | 111.48 | |
| Kraft Heinz (KHC) | 0.0 | $35k | 1.1k | 30.43 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $34k | 205.00 | 166.39 | |
| Corning Incorporated (GLW) | 0.0 | $34k | 742.00 | 45.78 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $34k | 61.00 | 556.13 | |
| Shore Bancshares (SHBI) | 0.0 | $33k | 2.4k | 13.54 | |
| Henry Schein (HSIC) | 0.0 | $32k | 460.00 | 68.49 | |
| Msc Indl Direct Cl A (MSM) | 0.0 | $31k | 397.00 | 77.67 | |
| Canadian Natural Resources (CNQ) | 0.0 | $31k | 997.00 | 30.80 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $29k | 408.00 | 70.35 | |
| Cbre Group Cl A (CBRE) | 0.0 | $28k | 215.00 | 130.53 | |
| Blackrock (BLK) | 0.0 | $28k | 29.00 | 958.03 | |
| Skechers U S A Cl A | 0.0 | $27k | 482.00 | 56.74 | |
| American Express Company (AXP) | 0.0 | $26k | 97.00 | 269.46 | |
| Abbvie (ABBV) | 0.0 | $26k | 123.00 | 209.69 | |
| Edison International (EIX) | 0.0 | $25k | 431.00 | 58.92 | |
| Autodesk (ADSK) | 0.0 | $25k | 97.00 | 261.80 | |
| Dow (DOW) | 0.0 | $25k | 704.00 | 34.93 | |
| Wright Express (WEX) | 0.0 | $23k | 144.00 | 157.02 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $22k | 107.00 | 207.25 | |
| Wells Fargo & Company (WFC) | 0.0 | $22k | 302.00 | 71.76 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $21k | 100.00 | 205.44 | |
| Cheniere Energy Com New (LNG) | 0.0 | $20k | 88.00 | 231.92 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $20k | 69.00 | 282.57 | |
| IDEXX Laboratories (IDXX) | 0.0 | $19k | 45.00 | 419.96 | |
| Mettler-Toledo International (MTD) | 0.0 | $17k | 14.00 | 1206.21 | |
| Toro Company (TTC) | 0.0 | $17k | 232.00 | 72.72 | |
| Bank of America Corporation (BAC) | 0.0 | $17k | 399.00 | 41.74 | |
| Intuit (INTU) | 0.0 | $15k | 25.00 | 608.36 | |
| Vistra Energy (VST) | 0.0 | $15k | 124.00 | 117.66 | |
| Nice Sponsored Adr (NICE) | 0.0 | $15k | 94.00 | 154.17 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $14k | 119.00 | 118.53 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $14k | 118.00 | 119.46 | |
| Broadcom (AVGO) | 0.0 | $13k | 80.00 | 168.01 | |
| Home Depot (HD) | 0.0 | $13k | 35.00 | 371.40 | |
| Walt Disney Company (DIS) | 0.0 | $13k | 131.00 | 99.02 | |
| Dynavax Technologies Corp Com New (DVAX) | 0.0 | $13k | 1.0k | 12.97 | |
| Costco Wholesale Corporation (COST) | 0.0 | $13k | 13.00 | 975.08 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $12k | 212.00 | 54.72 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $11k | 240.00 | 46.81 | |
| Merck & Co (MRK) | 0.0 | $11k | 118.00 | 89.73 | |
| Cathay General Ban (CATY) | 0.0 | $10k | 237.00 | 43.07 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $10k | 26.00 | 383.54 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $9.4k | 880.00 | 10.73 | |
| Nextera Energy (NEE) | 0.0 | $8.9k | 126.00 | 70.66 | |
| Goldman Sachs (GS) | 0.0 | $8.2k | 15.00 | 546.27 | |
| Spdr Ser Tr S&p Homebuild (XHB) | 0.0 | $7.7k | 79.00 | 96.99 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $7.5k | 53.00 | 142.17 | |
| Starbucks Corporation (SBUX) | 0.0 | $7.2k | 74.00 | 97.69 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $7.1k | 29.00 | 245.31 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $7.0k | 48.00 | 145.83 | |
| Us Bancorp Del Com New (USB) | 0.0 | $6.7k | 160.00 | 42.10 | |
| Trex Company (TREX) | 0.0 | $6.3k | 109.00 | 58.10 | |
| Pepsi (PEP) | 0.0 | $6.2k | 41.00 | 151.22 | |
| Kinder Morgan (KMI) | 0.0 | $5.7k | 200.00 | 28.53 | |
| Dominion Resources (D) | 0.0 | $5.7k | 101.00 | 56.18 | |
| Zoom Communications Cl A (ZM) | 0.0 | $5.2k | 71.00 | 73.77 | |
| Innovator Etfs Trust Emrgng Mkt Jan (EJAN) | 0.0 | $5.0k | 165.00 | 30.24 | |
| Xpeng Ads (XPEV) | 0.0 | $4.9k | 235.00 | 20.72 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $4.8k | 78.00 | 61.78 | |
| McDonald's Corporation (MCD) | 0.0 | $4.7k | 15.00 | 312.40 | |
| Public Storage (PSA) | 0.0 | $4.5k | 15.00 | 299.27 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $4.2k | 52.00 | 80.48 | |
| Colgate-Palmolive Company (CL) | 0.0 | $4.1k | 44.00 | 93.55 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $4.0k | 9.00 | 446.67 | |
| Johnson & Johnson (JNJ) | 0.0 | $4.0k | 24.00 | 165.83 | |
| Motorola Solutions Com New (MSI) | 0.0 | $4.0k | 9.00 | 442.11 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $3.9k | 200.00 | 19.53 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $3.7k | 195.00 | 18.96 | |
| Constellation Brands Cl A (STZ) | 0.0 | $3.7k | 20.00 | 183.50 | |
| Air Products & Chemicals (APD) | 0.0 | $3.5k | 12.00 | 294.92 | |
| General Motors Company (GM) | 0.0 | $3.5k | 75.00 | 47.03 | |
| Ishares Tr Msci China Etf (MCHI) | 0.0 | $3.5k | 64.00 | 54.41 | |
| Bristol Myers Squibb (BMY) | 0.0 | $3.3k | 54.00 | 60.98 | |
| Unilever Spon Adr New (UL) | 0.0 | $3.2k | 54.00 | 59.56 | |
| Kellogg Company (K) | 0.0 | $3.1k | 38.00 | 82.42 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $2.9k | 24.00 | 121.96 | |
| FedEx Corporation (FDX) | 0.0 | $2.9k | 12.00 | 243.75 | |
| Rbc Cad (RY) | 0.0 | $2.9k | 25.00 | 114.84 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $2.8k | 90.00 | 30.73 | |
| Boeing Company (BA) | 0.0 | $2.7k | 16.00 | 170.56 | |
| United Parcel Service CL B (UPS) | 0.0 | $2.3k | 21.00 | 110.00 | |
| Oge Energy Corp (OGE) | 0.0 | $2.3k | 50.00 | 45.96 | |
| Paramount Global Class B Com (PARA) | 0.0 | $2.1k | 177.00 | 11.96 | |
| Citigroup Com New (C) | 0.0 | $1.4k | 20.00 | 71.15 | |
| Ge Aerospace Com New (GE) | 0.0 | $600.000000 | 3.00 | 200.00 | |
| Precigen (PGEN) | 0.0 | $373.000000 | 250.00 | 1.49 | |
| Vimeo Common Stock (VMEO) | 0.0 | $316.002000 | 60.00 | 5.27 | |
| Illinois Tool Works (ITW) | 0.0 | $248.000000 | 1.00 | 248.00 | |
| Wk Kellogg Com Shs | 0.0 | $84.000000 | 4.00 | 21.00 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $81.000000 | 1.00 | 81.00 | |
| Organon &co Common Stock (OGN) | 0.0 | $60.000000 | 4.00 | 15.00 | |
| Alaunos Therapeutics Com New (TCRT) | 0.0 | $9.000000 | 6.00 | 1.50 |