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Holdings (Monthly) Guide ↗

FPA Queens Road Value Fund

· Investment Managers Series Trust III
Monthly Holdings $54M AUM 29 positions Period Feb 2026 Filed Apr 22, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 MSILF Treasury Portfolio MISXX Feb 2026 5,645,699 $5.6M 10.51% STIV
2 Trane Technologies PLC TT Feb 2026 9,200 $4.3M 7.92% EC
3 Eaton Corp PLC ETN Feb 2026 10,000 $3.8M 7.00% EC
4 American Express Co AXP Feb 2026 11,000 $3.4M 6.33% EC
5 General Dynamics Corp GD Feb 2026 8,000 $2.9M 5.32% EC
6 Ameriprise Financial Inc AMP Feb 2026 6,000 $2.8M 5.25% EC
7 JPMorgan Chase & Co JPM Feb 2026 9,000 $2.7M 5.03% EC
8 Oracle Corp ORCL Feb 2026 18,395 $2.7M 4.98% EC
9 Hershey Co/The HSY Feb 2026 10,000 $2.4M 4.40% EC
10 Berkshire Hathaway Inc BRK/A Feb 2026 3 $2.3M 4.23% EC
11 Pfizer Inc PFE Feb 2026 76,000 $2.1M 3.91% EC
12 Bank of New York Mellon Corp/T BK Feb 2026 14,500 $1.7M 3.22% EC
13 Merck & Co Inc MRK Feb 2026 13,820 $1.7M 3.19% EC
14 Cisco Systems Inc CSCO Feb 2026 20,700 $1.6M 3.06% EC
15 McDonald's Corp MCD Feb 2026 4,225 $1.4M 2.68% EC
16 Elevance Health Inc ELV Feb 2026 4,500 $1.4M 2.68% EC
17 Centene Corp CNC Feb 2026 30,000 $1.3M 2.51% EC
18 RTX Corp RTX Feb 2026 6,600 $1.3M 2.49% EC
19 Danaher Corp DHR Feb 2026 6,300 $1.3M 2.47% EC
20 Intel Corp INTC Feb 2026 26,000 $1.2M 2.21% EC
21 Prudential Financial Inc PRU Feb 2026 10,000 $984K 1.83% EC
22 Ingersoll Rand Inc IR Feb 2026 9,000 $847K 1.58% EC
23 Union Pacific Corp UNP Feb 2026 3,000 $795K 1.48% EC
24 T Rowe Price Group Inc TROW Feb 2026 7,900 $748K 1.39% EC
25 3M Co MMM Feb 2026 3,600 $595K 1.11% EC
26 Mondelez International Inc MDLZ Feb 2026 9,000 $554K 1.03% EC
27 Allegion plc ALLE Feb 2026 3,400 $548K 1.02% EC
28 Walt Disney Co/The DIS Feb 2026 5,151 $546K 1.02% EC
29 Solventum Corp SOLV Feb 2026 900 $67K 0.12% EC