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Investment Management Associates Inc /adv Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    greenwood village, CO
  • CIK
    0000052024
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

28

$362.61M
HII, MOH, UBER, BMTA
13F-HR
Feb 3, 2026
000005202426000001

30

$339.39M
UBER, HII, BMTA, BSM
13F-HR
Nov 6, 2025
000005202425000006

29

$298.8M
UBER, HII, BMTA, LBRDK
13F-HR
Aug 4, 2025
000005202425000003

23

$244.44M
UBER, BMTA, BSM, HII
13F-HR
Apr 30, 2025
000005202425000002

27

$229.11M
UBER, BSM, BMTA, HII
13F-HR
Feb 3, 2025
000005202425000001

35

$255.81M
UBER, BMTA, HII, BSM
13F-HR
Nov 5, 2024
000005202424000005

34

$291.32M
UBER, MCK, BMTA, HII
13F-HR
Aug 1, 2024
000005202424000003

35

$290.03M
UBER, MCK, HII, IMXI
13F-HR
May 9, 2024
000005202424000002

34

$258.67M
UBER, MCK, HII, BSM
13F-HR
Feb 9, 2024
000005202424000001

33

$239.75M
UBER, MCK, BSM, VANGUARD SCOTTSDALE FDS
13F-HR
Nov 1, 2023
000005202423000004

38

$274.86M
MCK, UBER, HII, DXC
13F-HR
Aug 1, 2023
000005202423000003

38

$242.62M
MCK, GOVT, DXC, HII
13F-HR
May 2, 2023
000005202423000002

42

$238.88M
MCK, BSM, DXC, GOVT
13F-HR
Feb 2, 2023
000005202423000001

43

$212.64M
MCK, DXC, IMXI, HII
13F-HR
Nov 1, 2022
000005202422000004

41

$232.53M
MCK, DXC, GOVT, IMXI
13F-HR
Aug 1, 2022
000005202422000003

45

$224.88M
MCK, DXC, MO, BMTA
13F-HR
May 2, 2022
000005202422000002

51

$220.13M
MCK, DXC, MO, GQ9
13F-HR
Feb 16, 2022
000005202422000001

54

$192.18M
DXC, MCK, MO, UBER
13F-HR
Nov 2, 2021
000005202421000007

55

$192.28M
DXC, QRTEA, SKT, MO
13F-HR
Jul 30, 2021
000005202421000006

56

$171.22M
DXC, MCK, MO, UBER
13F-HR
May 7, 2021
000005202421000005

55

$133.93M
DXC, UBER, MCK, QRTEA
13F-HR
Mar 16, 2021
000005202421000004