Investment Management Trust, LLC — 13F holdings

Investment Management Trust, LLC reported 78 holdings worth $112M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. AAPL APPLE INC — $9.48M (8.5%)
2. NVDA NVIDIA CORPORATION — $9.15M (8.2%)
3. GOOGL ALPHABET INC — $6.66M (6.0%)
4. WMT Walmart Inc — $6.55M (5.9%)
5. AMZN AMAZON COM INC — $6.51M (5.8%)
6. VIG VANGUARD SPECIALIZED FUNDS — $6.23M (5.6%)
7. BRK.B BERKSHIRE HATHAWAY INC DEL — $4.95M (4.4%)
8. MSFT MICROSOFT CORP — $4.83M (4.3%)
9. CAT CATERPILLAR INC — $3.87M (3.5%)
10. SPYM SPDR SERIES TRUST — $2.56M (2.3%)