Long-term investor

Investment Management Corp. /Va/ /Adv @investmentmanagementcorp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000789307).

Record

  • Tracked since 2025-12-31 (261 days), 24 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +4.5%
  • Max drawdown n/a · win rate 30% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • LOW · 14.8% · long · since 2025-12-31
  • NOCT · 9.6% · long · since 2025-12-31
  • IVV · 9.2% · long · since 2025-12-31
  • DDTL · 8.6% · long · since 2025-12-31
  • PPA · 7.3% · long · since 2025-12-31
  • XLI · 6.1% · long · since 2026-06-30
  • GLD · 5.3% · long · since 2025-12-31
  • XLU · 3.4% · long · since 2025-12-31
  • VYM · 2.4% · long · since 2025-12-31
  • KJAN · 2.0% · long · since 2025-12-31
  • IVW · 2.0% · long · since 2025-12-31
  • IAPR · 1.7% · long · since 2025-12-31

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