# EDGAR Filing Document

**Accession Number:** 0002131759
**File Stem:** 0002131759-26-000001
**Filing Date:** 2026-4
**Character Count:** 11705
**Document Hash:** 7e4d661e2cf3d36cb8960e83b1933563
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002131759-26-000001.hdr.sgml**: 20260424

**ACCESSION NUMBER**: 0002131759-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260424

**DATE AS OF CHANGE**: 20260424

**EFFECTIVENESS DATE**: 20260424

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Investment Management Trust, LLC
- **CENTRAL INDEX KEY:** 0002131759

**ORGANIZATION NAME:**
- **EIN:** 474338264
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26825
- **FILM NUMBER:** 26891767

**BUSINESS ADDRESS:**
- **STREET 1:** 14 OLIVER STREET
- **CITY:** FITCHBURG
- **STATE:** MA
- **ZIP:** 01420
- **BUSINESS PHONE:** 9783433344

**MAIL ADDRESS:**
- **STREET 1:** 14 OLIVER STREET
- **CITY:** FITCHBURG
- **STATE:** MA
- **ZIP:** 01420

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Investment Management Trust LLC<br>**Address:** 14 OLIVER STREET<br>FITCHBURG, MA 01420

**Form 13F File Number:** 028-26825

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Kenneth P Posco<br>**Title:** Managing Member<br>**Phone:** Managing Member

**Signature, Place, and Date of Signing:**

Kenneth P Posco  Fitchburg, MA  04-24-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 82

**Form 13F Information Table Value Total:** $102597151

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABORATORIES | COM | 002824100 |  | 250074 | 2436 | SH |  | SOLE |  | 0 | 0 | 2436 |
| ABBVIE INC | COM | 00287Y109 |  | 1001162 | 4603 | SH |  | SOLE |  | 0 | 0 | 4603 |
| ABRDN TOTAL DYNAMIC DIVIDEND | COM SH BEN INT | 00326L100 |  | 167266 | 18161 | SH |  | SOLE |  | 0 | 0 | 18161 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 218687 | 1075 | SH |  | SOLE |  | 0 | 0 | 1075 |
| ALLSPRING GLOBAL DIVIDEND OP | COM | 94987C103 |  | 121063 | 20766 | SH |  | SOLE |  | 0 | 0 | 20766 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 5285121 | 18379 | SH |  | SOLE |  | 0 | 0 | 18379 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1835899 | 6400 | SH |  | SOLE |  | 0 | 0 | 6400 |
| AMAZON COM INC | COM | 023135106 |  | 5647516 | 27116 | SH |  | SOLE |  | 0 | 0 | 27116 |
| APPLE INC | COM | 037833100 |  | 8319386 | 32781 | SH |  | SOLE |  | 0 | 0 | 32781 |
| ASTRAZENECA PLC | ORD | G0593M107 |  | 216153 | 1096 | SH |  | SOLE |  | 0 | 0 | 1096 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 4795834 | 10008 | SH |  | SOLE |  | 0 | 0 | 10008 |
| BROADCOM INC | COM | 11135F101 |  | 1425268 | 4605 | SH |  | SOLE |  | 0 | 0 | 4605 |
| CALAMOS GBL DYN INCOME FUND | COM | 12811L107 |  | 357973 | 49308 | SH |  | SOLE |  | 0 | 0 | 49308 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 395183 | 7018 | SH |  | SOLE |  | 0 | 0 | 7018 |
| CATERPILLAR INC | COM | 149123101 |  | 2572447 | 3631 | SH |  | SOLE |  | 0 | 0 | 3631 |
| CHEVRON CORPORATION | COM | 166764100 |  | 242689 | 1173 | SH |  | SOLE |  | 0 | 0 | 1173 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 554967 | 557 | SH |  | SOLE |  | 0 | 0 | 557 |
| CUMMINS INC | COM | 231021106 |  | 476363 | 885 | SH |  | SOLE |  | 0 | 0 | 885 |
| DEERE  CO | COM | 244199105 |  | 258611 | 459 | SH |  | SOLE |  | 0 | 0 | 459 |
| EATON VANCE TAX-MANAGED DIVE | COM | 27828N102 |  | 141915 | 10291 | SH |  | SOLE |  | 0 | 0 | 10291 |
| EATON VANCE TAX-MANAGED GLOB | COM | 27829C105 |  | 176914 | 20150 | SH |  | SOLE |  | 0 | 0 | 20150 |
| EATON VANCE TAX-MANAGED GLOB | COM | 27829F108 |  | 109370 | 12629 | SH |  | SOLE |  | 0 | 0 | 12629 |
| ELI LILLY  CO | COM | 532457108 |  | 882114 | 959 | SH |  | SOLE |  | 0 | 0 | 959 |
| HOME DEPOT INC | COM | 437076102 |  | 1401136 | 4260 | SH |  | SOLE |  | 0 | 0 | 4260 |
| HONEYWELL INTL INC | COM | 438516106 |  | 303375 | 1342 | SH |  | SOLE |  | 0 | 0 | 1342 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 292857 | 507 | SH |  | SOLE |  | 0 | 0 | 507 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 468978 | 3954 | SH |  | SOLE |  | 0 | 0 | 3954 |
| ISHARES TR | USD INV GRDE ETF | 464288620 |  | 525757 | 10263 | SH |  | SOLE |  | 0 | 0 | 10263 |
| ISHARES TR | CONV BD ETF | 46435G102 |  | 589925 | 5796 | SH |  | SOLE |  | 0 | 0 | 5796 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 359842 | 5127 | SH |  | SOLE |  | 0 | 0 | 5127 |
| ISHARES TR | FALN ANGLS USD | 46435G474 |  | 541914 | 20281 | SH |  | SOLE |  | 0 | 0 | 20281 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 422243 | 1285 | SH |  | SOLE |  | 0 | 0 | 1285 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 389319 | 2030 | SH |  | SOLE |  | 0 | 0 | 2030 |
| HANCOCK JOHN TAX-ADVANTAGED | COM | 41013V100 |  | 532838 | 21511 | SH |  | SOLE |  | 0 | 0 | 21511 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 924021 | 3780 | SH |  | SOLE |  | 0 | 0 | 3780 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 359941 | 1224 | SH |  | SOLE |  | 0 | 0 | 1224 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 718299 | 1188 | SH |  | SOLE |  | 0 | 0 | 1188 |
| MERCK  CO INC | COM | 58933Y105 |  | 245749 | 2043 | SH |  | SOLE |  | 0 | 0 | 2043 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1874779 | 3277 | SH |  | SOLE |  | 0 | 0 | 3277 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 283741 | 840 | SH |  | SOLE |  | 0 | 0 | 840 |
| MICROSOFT CORP | COM | 594918104 |  | 4809948 | 12994 | SH |  | SOLE |  | 0 | 0 | 12994 |
| NEUBERGER NEXT GENERATION | COMMON STOCK | 64133Q108 |  | 222873 | 17317 | SH |  | SOLE |  | 0 | 0 | 17317 |
| NUVEEN FLOATING RATE INCOME | COM | 67072T108 |  | 97909 | 13020 | SH |  | SOLE |  | 0 | 0 | 13020 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 7913219 | 45374 | SH |  | SOLE |  | 0 | 0 | 45374 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 274757 | 4392 | SH |  | SOLE |  | 0 | 0 | 4392 |
| PIMCO DYNAMIC INCOME STRATEG | COM SHS BEN INT | 69346N107 |  | 369278 | 16740 | SH |  | SOLE |  | 0 | 0 | 16740 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 297886 | 2062 | SH |  | SOLE |  | 0 | 0 | 2062 |
| RTX CORPORATION | COM | 75513E101 |  | 1339005 | 6941 | SH |  | SOLE |  | 0 | 0 | 6941 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 615439 | 20060 | SH |  | SOLE |  | 0 | 0 | 20060 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 |  | 345054 | 3113 | SH |  | SOLE |  | 0 | 0 | 3113 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y308 |  | 970899 | 11843 | SH |  | SOLE |  | 0 | 0 | 11843 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 1336375 | 8263 | SH |  | SOLE |  | 0 | 0 | 8263 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 2363261 | 51498 | SH |  | SOLE |  | 0 | 0 | 51498 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 555029 | 4176 | SH |  | SOLE |  | 0 | 0 | 4176 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 2849380 | 6622 | SH |  | SOLE |  | 0 | 0 | 6622 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R788 |  | 311060 | 6833 | SH |  | SOLE |  | 0 | 0 | 6833 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 1679381 | 2582 | SH |  | SOLE |  | 0 | 0 | 2582 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A631 |  | 1102494 | 4341 | SH |  | SOLE |  | 0 | 0 | 4341 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A375 |  | 828318 | 24696 | SH |  | SOLE |  | 0 | 0 | 24696 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 1941792 | 25370 | SH |  | SOLE |  | 0 | 0 | 25370 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A474 |  | 620920 | 20649 | SH |  | SOLE |  | 0 | 0 | 20649 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A763 |  | 927977 | 6359 | SH |  | SOLE |  | 0 | 0 | 6359 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A359 |  | 1246509 | 13620 | SH |  | SOLE |  | 0 | 0 | 13620 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A755 |  | 1098572 | 10171 | SH |  | SOLE |  | 0 | 0 | 10171 |
| STARBUCKS CORP | COM | 855244109 |  | 249668 | 2787 | SH |  | SOLE |  | 0 | 0 | 2787 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 785849 | 2325 | SH |  | SOLE |  | 0 | 0 | 2325 |
| TESLA INC | COM | 88160R101 |  | 405951 | 1092 | SH |  | SOLE |  | 0 | 0 | 1092 |
| TJX COS INC NEW | COM | 872540109 |  | 586762 | 3674 | SH |  | SOLE |  | 0 | 0 | 3674 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 310796 | 811 | SH |  | SOLE |  | 0 | 0 | 811 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 1297825 | 17281 | SH |  | SOLE |  | 0 | 0 | 17281 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 5856197 | 27231 | SH |  | SOLE |  | 0 | 0 | 27231 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 1524528 | 10294 | SH |  | SOLE |  | 0 | 0 | 10294 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 246024 | 2611 | SH |  | SOLE |  | 0 | 0 | 2611 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 552385 | 6244 | SH |  | SOLE |  | 0 | 0 | 6244 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 987059 | 11928 | SH |  | SOLE |  | 0 | 0 | 11928 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 1023981 | 12918 | SH |  | SOLE |  | 0 | 0 | 12918 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 429498 | 2189 | SH |  | SOLE |  | 0 | 0 | 2189 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 514081 | 2052 | SH |  | SOLE |  | 0 | 0 | 2052 |
| VISA INC | COM CL A | 92826C839 |  | 769849 | 2547 | SH |  | SOLE |  | 0 | 0 | 2547 |
| VOYA ASIA PAC HIGH DIV EQT I | COM | 92912J102 |  | 76184 | 10337 | SH |  | SOLE |  | 0 | 0 | 10337 |
| WALMART INC | COM | 931142103 |  | 7176490 | 57745 | SH |  | SOLE |  | 0 | 0 | 57745 |

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