Investment Management Trust, LLC - Portfolio overview

Investment Management Trust, LLC has 81 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 8.11%
2. NVDA - NVIDIA CORPORATION, 7.71%
3. WMT - WALMART INC, 6.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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