Fund HoldingsINVESTMENT MANAGEMENT CORP /VA/ /ADV

Total Portfolio Value
$119.80M
Total Bought
$27.41M
Total Sold
$23.93M
Net Transaction
+$3.47M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR INDL ETF
039,582+39,58207,3326.12%+7,332
SELECT SECTOR SPDR TR
ST STR UTIL ETF
090,580+90,58004,1073.43%+4,107
ISHARES TR14,66514,716+519,58011,0209.20%+1,441
SELECT SECTOR SPDR TR
ST STR TECHN ETF
07,265+7,26501,3841.16%+1,384
SPDR SERIES TRUST
ST STR SP BIOT
08,603+8,60301,3611.14%+1,361
INNOVATOR ETFS TRUST
GRWT100 PWR BUF
183,638184,121+48310,35111,5129.61%+1,161
INNOVATOR ETFS TRUST
US SM CA PWR MAY
034,737+34,73701,0550.88%+1,055
ISHARES TR
US INFRASTRUC
016,276+16,27601,0260.86%+1,026
SELECT SECTOR SPDR TR
ST STR SVC ETF
09,375+9,37501,0040.84%+1,004
TAIWAN SEMICONDUCTOR MANUFAC(TSM)01,665+1,66507950.66%+795
INNOVATOR ETFS TRUST
EQUITY DUAL DIRT
467,955469,826+1,8719,67710,3368.63%+659
SPDR SERIES TRUST
ST STR SP HOME
05,627+5,62706500.54%+650
AMAZON COM INC(AMZN)4,5926,502+1,9109561,5501.29%+593
ISHARES TR17,09817,203+1051,9342,3661.97%+432
CROWDSTRIKE HLDGS INC(CRWD)1,9961,512-4847791,1540.96%+374
INVESCO EXCH TRADED FD TR II6,6786,765+877491,0930.91%+344
ISHARES TR24,63325,444+8111,3991,7411.45%+342
UNITED RENTALS INC(URI)694701+75067940.66%+289
MICRON TECHNOLOGY INC(MU)1,454665-7894917680.64%+277
INVESCO QQQ TR1,5451,557+128921,1470.96%+255
INNOVATOR ETFS TRUST
US SML CP PWR B
51,73952,632+8932,1592,4022.00%+243
VANGUARD WHITEHALL FDS18,14218,526+3842,6872,9282.44%+241
GE VERNOVA INC(GEV)734741+76418710.73%+230
LAM RESEARCH CORP(LRCX)3,0471,990-1,0576518620.72%+211
VANECK ETF TRUST
SEMICONDUCTR ETF
2,6571,841-8161,0191,2081.01%+189
ALPHABET INC(GOOG)2,6552,685+307629490.79%+187
NVIDIA CORPORATION(NVDA)5,2315,378+1479121,0760.90%+164
ISHARES TR12,14812,647+4998209750.81%+155
INNOVATOR ETFS TRUST
INTRNL DEV APRL
59,06360,390+1,3271,8712,0061.67%+135
RELIANCE INC(RS)1,6721,696+245086340.53%+125
APPLE INC(AAPL)2,5262,561+356417410.62%+100
CAPITAL ONE FINL CORP(COF)4,8354,880+458829790.82%+97
AMETEK INC2,4722,522+505306100.51%+80
SEI INVTS CO(SEIC)7,7897,812+236116850.57%+74
MERCK & CO INC(MRK)6,7496,872+1238128830.74%+71
VISA INC(V)1,5811,549-324785310.44%+54
BERKSHIRE HATHAWAY INC DEL1,6711,67108018360.70%+35
FIDELITY COVINGTON TRUST23,65324,459+8061,3971,4291.19%+32
GENERAL DYNAMICS CORP(GD)1,5441,573+295305570.47%+27
TOAST INC(TOST)14,64214,787+1453884110.34%+23
CRH PLC
ORD
4,4284,512+844654830.40%+17
CINTAS CORP(CTAS)3,1703,120-505365310.44%-6
MICROSOFT CORP(MSFT)2,2862,251-358468400.70%-7
META PLATFORMS INC(META)955921-345465190.43%-28
VERIZON COMMUNICATIONS INC(VZ)5,0775,172+952552190.18%-36
ISHARES GOLD TR(IAU)6,8316,857+266025180.43%-84
ISHARES SILVER TR(SLV)5,4213,890-1,5313692080.17%-161
GRANITESHARES GOLD TR(BAR)4,9260-4,9262270-227
VERTEX PHARMACEUTICALS INC(VRTX)1,0640-1,0644750-475
HESS MIDSTREAM LP(HESM)13,0160-13,0165060-506
VULCAN MATLS CO(VMC)1,8990-1,8995170-517
SPDR SERIES TRUST
ST STR SP HOME
5,5530-5,5535480-548
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
11,5360-11,5367230-723
TJX COS INC NEW(TJX)4,6410-4,6417410-741
SPDR GOLD TR(GLD)17,07717,084+77,3486,2935.25%-1,055
SPDR SERIES TRUST
ST STR SP BIOT
8,5210-8,5211,0880-1,088
SELECT SECTOR SPDR TR
ST STR TECHN ETF
9,5320-9,5321,2670-1,267
SELECT SECTOR SPDR TR
ST STR SVC ETF
12,4440-12,4441,3800-1,380
SELECT SECTOR SPDR TR
ST STR UTIL ETF
89,4230-89,4234,1040-4,104
LOWES COS INC(LOW)97,01780,318-16,69922,92317,70914.78%-5,214
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
87,77649,295-38,48114,5448,7087.27%-5,837
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