INVESTMENT MANAGEMENT CORP /VA/ /ADV
•CIK: 789307•Filing: Q4 2025
**INVESTMENT MANAGEMENT CORP /VA/ /ADV** manages $119M across 53 positions, exhibiting a concentrated, sector-aware allocation strategy. The portfolio is significantly anchored by a substantial holding in LOW at $23.4M, followed by PPA ($14.0M) and NOCT ($10.7M). Notable diversification is evident through core ETF exposures, including IVV ($10.1M) and DDTL ($9.8M). This structure suggests a focus on value and defensive sectors while maintaining exposure to broad market indices.
Total AUM
$119.3M
QoQ Performance
+2.5%
Positions
43
Top 10 Concentration
71.7%
Latest Filing
Q4 2025
Top Holdings Allocation
LOW
PPA
NOCT
IVV
DDTL
GQ9
LOW19.6%
PPA11.7%
NOCT9.0%
IVV8.5%
DDTL8.3%
GQ95.8%
XLU3.2%
VYM2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.3%
Consumer20.5%
ETF8.5%
Technology4.3%
Financial2.1%
Healthcare0.6%
Materials0.5%
Communication0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
↑28 increased
↓13 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024