Investment Management Trust, LLC
Top Portfolio Positions
48 positions ·
$65,899,646 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
32,781 | $8,319,489 | 12.62% |
| NVDA |
Nvidia Corp
Technology
|
45,374 | $7,913,225 | 12.01% |
| WMT |
Walmart Inc.
Consumer Defensive
|
57,745 | $7,176,548 | 10.89% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
27,116 | $5,647,449 | 8.57% |
| GOOGL |
Alphabet Inc.
Communication Services
|
18,379 | $5,285,065 | 8.02% |
| MSFT |
Microsoft Corp
Technology
|
12,994 | $4,809,988 | 7.30% |
| GLD |
Spdr Gold Trust
|
6,622 | $2,849,380 | 4.32% |
| CAT |
Caterpillar Inc
Industrials
|
3,631 | $2,572,418 | 3.90% |
| META |
Meta Platforms, Inc.
Communication Services
|
3,277 | $1,874,870 | 2.85% |
| SPY |
Spdr S&P 500 Etf Trust
|
2,582 | $1,679,177 | 2.55% |
Holdings in PDX
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $369,284 | 16,740 | Shares | Sole | 2026-04-24 | |
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