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Portfolio (Quarterly) Guide ↗

Investment Management Trust, LLC

· CIK 0002131759
13F Portfolio $103M AUM 82 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 81 New
Page 3 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 557.0 $555K 0.54% NEW $996.35 +5.3%
42 VIGI VANGUARD WHITEHALL FDS 6,244.0 $552K 0.54% NEW $88.47 +4.9%
43 FALN ISHARES TR 20,281.0 $542K 0.53% NEW $26.72 +0.5%
44 HTD HANCOCK JOHN TAX-ADVANTAGED Financial Services 21,511.0 $533K 0.52% NEW $24.77 +1.5%
45 USIG ISHARES TR 10,263.0 $526K 0.51% NEW $51.23 -1.0%
46 VRT VERTIV HOLDINGS CO Industrials 2,052.0 $514K 0.50% NEW $250.53 +28.5%
47 CMI CUMMINS INC Industrials 885.0 $476K 0.46% NEW $538.26 +23.8%
48 IEI ISHARES TR 3,954.0 $469K 0.46% NEW $118.61 -1.5%
49 VTV VANGUARD INDEX FDS 2,189.0 $429K 0.42% NEW $196.21 +5.3%
50 SOXX ISHARES TR 1,285.0 $422K 0.41% NEW $328.59 +58.2%
51 TSLA TESLA INC Consumer Cyclical 1,092.0 $406K 0.40% NEW $371.75 +14.7%
52 CARR CARRIER GLOBAL CORPORATION Industrials 7,018.0 $395K 0.39% NEW $56.31 +9.1%
53 QUAL ISHARES TR 2,030.0 $389K 0.38% NEW $191.78 +10.2%
54 PDX PIMCO DYNAMIC INCOME STRATEG Financial Services 16,740.0 $369K 0.36% NEW $22.06 -1.6%
55 JPM JPMORGAN CHASE & CO Financial Services 1,224.0 $360K 0.35% NEW $294.07 +2.3%
56 DGRO ISHARES TR 5,127.0 $360K 0.35% NEW $70.19 +4.6%
57 CHW CALAMOS GBL DYN INCOME FUND Financial Services 49,308.0 $358K 0.35% NEW $7.26 +16.9%
58 XLC SELECT SECTOR SPDR TR 3,113.0 $345K 0.34% NEW $110.84 +3.9%
59 SPYD SPDR SERIES TRUST 6,833.0 $311K 0.30% NEW $45.52 +2.6%
60 SMH VANECK ETF TRUST 811.0 $311K 0.30% NEW $383.23 +47.3%
Page 3 of 5  ·  81 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.2%
Communication Services 13.3%
Consumer Cyclical 12.3%
Financial Services 12.1%
Consumer Defensive 11.9%
Industrials 9.7%
Healthcare 5.2%
Energy 0.4%