Institutional Fund
Investment Management Trust, LLC
Fitchburg, MACIK 21317591 filings on record
Portfolio Value
$102.60M
Q1 2026
Holdings
81
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc8.1%
- Nvidia Corporation7.7%
- Walmart Inc7.0%
- Vanguard Specialized Funds5.7%
- Amazon Com Inc5.5%
- Alphabet Inc5.2%
- Other60.8%
Portfolio Holdings
81 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 32.8K | $8.32M | 8.1% | +32.8K | First Filing |
| 2 | Nvidia Corporation | 45.4K | $7.91M | 7.7% | +45.4K | First Filing |
| 3 | Walmart Inc | 57.7K | $7.18M | 7.0% | +57.7K | First Filing |
| 4 | Vanguard Specialized Funds | 27.2K | $5.86M | 5.7% | +27.2K | First Filing |
| 5 | Amazon Com Inc | 27.1K | $5.65M | 5.5% | +27.1K | First Filing |
| 6 | Alphabet Inc | 18.4K | $5.29M | 5.2% | +18.4K | First Filing |
| 7 | Microsoft Corp | 13.0K | $4.81M | 4.7% | +13.0K | First Filing |
| 8 | Berkshire Hathaway Inc Del | 10.0K | $4.80M | 4.7% | +10.0K | First Filing |
| 9 | Spdr Gold Tr | 6.6K | $2.85M | 2.8% | +6.6K | First Filing |
| 10 | Caterpillar Inc | 3.6K | $2.57M | 2.5% | +3.6K | First Filing |
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