Holdings
Investment Management Trust, LLC
As of Jun 30, 2026, Investment Management Trust, LLC reported 34 positions worth US$73.4M. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 32,761 | US$9.48M | −20 | Jun 30, 2026 |
| Nvidia Corporation | 45,709 | US$9.15M | +335 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 24,896 | US$8.9M | +133 | Jun 30, 2026 |
| Walmart Inc. | 57,827 | US$6.55M | +82 | Jun 30, 2026 |
| Amazon.com, Inc. | 27,326 | US$6.51M | +210 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 9,886 | US$4.95M | −122 | Jun 30, 2026 |
| Microsoft Corp. | 12,957 | US$4.83M | −37 | Jun 30, 2026 |
| Caterpillar, Inc. | 3,637 | US$3.87M | +6 | Jun 30, 2026 |
| Meta Platforms, Inc. | 3,100 | US$1.75M | −177 | Jun 30, 2026 |
| Broadcom Inc. | 4,433 | US$1.67M | −172 | Jun 30, 2026 |