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Kevin Warman

Investment Management Corp Va Adv

Assets Managed
$116.425M
Holdings
52
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-2.37%(2Q avg: 0.06%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Investment Management Corp Va Adv's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Investment Management Corp Va Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 116.425M in assets, with a quarterly growth rate of -2.37% and a 2-quarter average growth rate of 0.06%. The portfolio is managed by Kevin Warman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
LOW
Lowe's Cos Inc
Recent Activity
Increased 0.05%
19.69%
$22.923M
97,017 shares@ $236.29 avg price
PPA
Invesco Aerospace & Defense
Recent Activity
Decreased -1.51%
12.5%
$14.544M
87,776 shares@ $165.7 avg price
NOCT
Innovator Growth-100 Power B
Recent Activity
Decreased -1.03%
8.9%
$10.351M
183,638 shares@ $56.37 avg price
DDTL
Invtr Eq D Di 10 B Etf - Jul
Recent Activity
Decreased -0.45%
8.32%
$9.677M
467,955 shares@ $20.68 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.65%
8.23%
$9.58M
14,665 shares@ $653.23 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -1.84%
6.32%
$7.348M
17,077 shares@ $430.3 avg price
XLU
Utilities Select Sector Spdr
Recent Activity
Increased 0.19%
3.53%
$4.104M
89,423 shares@ $45.89 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 1.16%
2.31%
$2.687M
18,142 shares@ $148.1 avg price
KJAN
Innovator U.s. Small Cap Pow
Recent Activity
Increased 0.84%
1.86%
$2.159M
51,739 shares@ $41.73 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
1.67%
$1.934M
17,098 shares@ $113.12 avg price

1-10 of 52