Long-term investor
Investment Management Trust, LLC @investmentmanagementtrus
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002131759).
Record
- Tracked since 2026-03-31 (171 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days +10.0% · 6 months n/a · 1 year n/a · all +10.0%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 8.5% · long · since 2026-03-31
- NVDA · 8.2% · long · since 2026-03-31
- GOOGL · 6.0% · long · since 2026-03-31
- WMT · 5.9% · long · since 2026-03-31
- AMZN · 5.8% · long · since 2026-03-31
- VIG · 5.6% · long · since 2026-03-31
- BRK-B · 4.4% · long · since 2026-03-31
- MSFT · 4.3% · long · since 2026-03-31
- CAT · 3.5% · long · since 2026-03-31
- SPYM · 2.3% · long · since 2026-03-31
- GLD · 2.1% · long · since 2026-03-31
- XLU · 2.0% · long · since 2026-03-31