Investment Managers Series Trust
About this Fund
The Investment Managers Series Trust is a reputable mutual fund company that specializes in providing a diverse range of investment solutions to individual and institutional investors, catering to their unique financial goals and risk tolerance. As a trusted player in the asset management industry, the company offers a broad spectrum of mutual funds across various asset classes, including equity, debt, hybrid, and money market funds, thereby enabling investors to create a well-diversified portfolio. With a strong focus on wealth management, the Investment Managers Series Trust strives to deliver consistent long-term performance, leveraging the expertise of seasoned investment professionals who employ a rigorous research-driven approach to identify attractive investment opportunities. The company's investment philosophy is centered around a disciplined and transparent approach, with a commitment to fostering long-term relationships with its investors, who value the trust's unwavering dedication to their financial well-being. By providing a systematic investment plan, or SIP, option, the Investment Managers Series Trust empowers investors to invest a fixed amount of money at regular intervals, regardless of the market's performance, thereby promoting a culture of disciplined investing and helping to reduce timing risks. With its extensive range of mutual funds, the company caters to a wide array of investor preferences, from conservative investors seeking regular income to aggressive investors pursuing capital appreciation. The Investment Managers Series Trust's key strengths lie in its ability to balance risk and returns, its robust investment process, and its commitment to transparency and accountability, which have earned the trust of investors seeking a reliable partner for their investment needs. As a result, investors trust the Investment Managers Series Trust to manage their wealth effectively, navigating the complexities of the financial markets to achieve their investment objectives, and the company continues to build on its legacy as a trusted mutual fund company, dedicated to delivering value to its investors through a range of investment solutions that meet their evolving needs. Through its comprehensive suite of mutual funds and wealth management services, the Investment Managers Series Trust aims to make a positive impact on the lives of its investors, helping them to achieve their financial goals, whether it is saving for retirement, funding their children's education, or accumulating wealth over the long term. By combining its investment expertise with a deep understanding of the markets and the economy, the company is well-positioned to help investors navigate the complexities of the investment landscape, and its commitment to excellence has earned it a reputation as a trusted and reliable partner in the mutual fund industry.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | ADI Analog Devices Inc Since 2026-05-10 | 032654105 | Equity (Common) |
4.37%
|
$5.78 | 16,253 |
| 2 | AMZN Amazon.com Inc Since 2026-05-10 | 023135106 | Equity (Common) |
4.62%
|
$6.11 | 29,097 |
| 3 | CRM Salesforce Inc Since 2026-05-10 | 79466L302 | Equity (Common) |
1.24%
|
$1.65 | 8,459 |
| 4 | CSGP CoStar Group Inc Since 2026-05-10 | 22160N109 | Equity (Common) |
1.66%
|
$2.20 | 49,361 |
| 5 | FIVE Five Below Inc Since 2026-05-10 | 33829M101 | Equity (Common) |
2.14%
|
$2.84 | 12,699 |
| 6 | FND Floor & Decor Holdings Inc Since 2026-05-10 | 339750101 | Equity (Common) |
0.87%
|
$1.15 | 16,627 |
| 7 | FRPT Freshpet Inc Since 2026-05-10 | 358039105 | Equity (Common) |
1.20%
|
$1.59 | 18,871 |
| 8 | GOOG Alphabet Inc Since 2026-05-10 | 02079K107 | Equity (Common) |
2.94%
|
$3.89 | 12,501 |
| 9 | GOOG Alphabet Inc Since 2026-05-10 | 02079K305 | Equity (Common) |
2.94%
|
$3.89 | 12,470 |
| 10 | GWRE Guidewire Software Inc Since 2026-05-10 | 40171V100 | Equity (Common) |
0.91%
|
$1.20 | 8,272 |
| 11 | IDXX IDEXX Laboratories Inc Since 2026-05-10 | 45168D104 | Equity (Common) |
2.38%
|
$3.15 | 4,801 |
| 12 | KNSL Kinsale Capital Group Inc Since 2026-05-10 | 49714P108 | Equity (Common) |
1.50%
|
$1.99 | 5,102 |
| 13 | LIN Linde PLC Since 2026-05-10 | G54950103 | Equity (Common) |
1.53%
|
$2.03 | 3,990 |
| 14 | LOPE Grand Canyon Education Inc Since 2026-05-10 | 38526M106 | Equity (Common) |
1.79%
|
$2.37 | 14,881 |
| 15 | MEDP Medpace Holdings Inc Since 2026-05-10 | 58506Q109 | Equity (Common) |
1.92%
|
$2.54 | 5,622 |
| 16 | MSI Motorola Solutions Inc Since 2026-05-10 | 620076307 | Equity (Common) |
1.30%
|
$1.72 | 3,564 |
| 17 | NFLX Netflix Inc Since 2026-05-10 | 64110L106 | Equity (Common) |
2.00%
|
$2.65 | 27,538 |
| 18 | NOW ServiceNow Inc Since 2026-05-10 | 81762P102 | Equity (Common) |
2.38%
|
$3.15 | 29,133 |
| 19 | SNPS Synopsys Inc Since 2026-05-10 | 871607107 | Equity (Common) |
0.76%
|
$1.01 | 2,432 |
| 20 | SPGI S&P Global Inc Since 2026-05-10 | 78409V104 | Equity (Common) |
2.39%
|
$3.17 | 7,170 |
| 21 | TSLA Tesla Inc Since 2026-05-10 | 88160R101 | Equity (Common) |
2.34%
|
$3.10 | 7,700 |
| 22 | PRVA Privia Health Group Inc Since 2026-05-10 | 74276R102 | Equity (Common) |
1.64%
|
$2.17 | 91,156 |
| 23 | RBA RB Global Inc Since 2026-05-10 | 74935Q107 | Equity (Common) |
2.40%
|
$3.18 | 31,518 |
| 24 | ROL Rollins Inc Since 2026-05-10 | 775711104 | Equity (Common) |
2.08%
|
$2.76 | 45,308 |
| 25 | TYL Tyler Technologies Inc Since 2026-05-10 | 902252105 | Equity (Common) |
2.90%
|
$3.84 | 10,832 |
| 26 | V Visa Inc Since 2026-05-10 | 92826C839 | Equity (Common) |
1.85%
|
$2.45 | 7,659 |
| 27 | VEEV Veeva Systems Inc Since 2026-05-10 | 922475108 | Equity (Common) |
2.13%
|
$2.82 | 15,504 |
| 28 | VRSK Verisk Analytics Inc Since 2026-05-10 | 92345Y106 | Equity (Common) |
1.91%
|
$2.52 | 12,158 |
| 29 | WSO-B Watsco Inc Since 2026-05-10 | 942622200 | Equity (Common) |
1.52%
|
$2.02 | 4,833 |