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Cyrus Pearo

Investment Management Associates Inc Adv

Assets Managed
$419.831M
Holdings
29
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
15.79%(2Q avg: 11.32%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Investment Management Associates Inc Adv's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 29 positions.

Assets under management

The assets under management (AUM) of Investment Management Associates Inc Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 419.831M in assets, with a quarterly growth rate of 15.79% and a 2-quarter average growth rate of 11.32%. The portfolio is managed by Cyrus Pearo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
HII
Huntington Ingalls Industrie
Recent Activity
Decreased -0.29%
10.41%
$43.703M
115,037 shares@ $379.91 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
9.51%
$39.921M↓ Put
460,500 shares@ $86.69 avg price
UBER
Uber Technologies Inc
Recent Activity
Increased 10.74%
8.47%
$35.518M
493,786 shares@ $71.94 avg price
MOH
Molina Healthcare Inc
Recent Activity
Increased 3.38%
7.41%
$31.079M
233,152 shares@ $133.31 avg price
BSM
Black Stone Minerals Lp
Recent Activity
Decreased -0.07%
6.85%
$28.743M
1.901M shares@ $15.12 avg price
BTI
British American Tob-sp Adr
Recent Activity
Decreased -0.8%
6.27%
$26.319M
450,133 shares@ $58.47 avg price
LBRDK
Liberty Broadband-c
Recent Activity
Increased 8.84%
5.6%
$23.501M
467,220 shares@ $50.3 avg price
TFIN
Triumph Financial Inc
Recent Activity
Increased 4.07%
5.04%
$21.12M
354,002 shares@ $59.66 avg price
EPD
Enterprise Products Partners
Recent Activity
Increased 1.64%
4.86%
$20.396M
539,017 shares@ $37.85 avg price
PM
Philip Morris International
Recent Activity
Decreased -0.67%
4.72%
$19.804M
119,778 shares@ $165.35 avg price

1-10 of 29