Investment Management Trust, LLC
CIK
2131759
City
FITCHBURG
State / Country
MA
Top Portfolio Positions
49 positions ·
$70,695,479 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
32,781 | $8,319,489 | 11.77% | |
| NVDA |
Nvidia Corp
Technology
|
45,374 | $7,913,225 | 11.19% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
57,745 | $7,176,548 | 10.15% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
27,116 | $5,647,449 | 7.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
18,379 | $5,285,065 | 7.48% | |
| MSFT |
Microsoft Corp
Technology
|
12,994 | $4,809,988 | 6.80% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
10,008 | $4,795,833 | 6.78% | |
| GLD |
Spdr Gold Trust
|
6,622 | $2,849,380 | 4.03% | |
| CAT |
Caterpillar Inc
Industrials
|
3,631 | $2,572,418 | 3.64% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,277 | $1,874,870 | 2.65% |
Holdings in NBXG
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,869 | 17,317 | Shares | Sole | 2026-04-24 | |
| No 13F history on record for this holder in this stock. | ||||||