DMC Group, LLC IMKTA — INGLES MKTS INC CL A

Ownership history in DMC Group, LLC  ·  5 quarters on record

AI Ownership Summary

DMC Group, LLC reported INGLES MKTS INC CL A (IMKTA) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.45% in 2026 Q1. The latest visible filing shows IMKTA at 0.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IMKTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DMC Group, LLC's position in INGLES MKTS INC CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IMKTA was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IMKTA stock page DMC Group, LLC fund profile DMC Group, LLC full holdings
How DMC Group, LLC held IMKTA — position size vs. price
% of Fund (quarterly)    IMKTA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 7,332 +407 +5.9% 0.45% $659K 2026-04-30 $91.47
2025 Q4 ADDED — — — 6,925 +1,820 +35.7% 0.32% $475K 2026-01-21 $71.22
2025 Q3 ADDED — — — 5,105 +860 +20.3% 0.25% $355K 2025-10-29 $69.16
2025 Q2 ADDED — — — 4,245 +574 +15.6% 0.21% $269K 2025-07-23 $67.08
2025 Q1 INITIATED — — — 3,671 — — 0.19% $239K 2025-04-30 $61.14

🏢 Other funds also holding IMKTA

As of 2026 Q1 — sorted by position size

SUMMER ROAD LLC 3Y 7Y 27.45% River Road Asset Management, LLC 3Y 7Y 0.97% Significant Wealth Partners LLC 0.43% Belleair Asset Management, LLC 0.32% Linden Thomas Advisory Services, LLC 3Y 0.25% Baker Ellis Asset Management LLC 3Y 7Y 0.24% Polaris Capital Management, LLC 3Y 7Y 0.2% DGS Capital Management, LLC 3Y 0.17% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.11% Silver Coast Investments LLC 0.07%

FAQ About DMC Group, LLC and IMKTA

These are the practical questions this page is built to answer before you even open the full history table.

How long has DMC Group, LLC reported owning IMKTA?

DMC Group, LLC reported IMKTA across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported IMKTA position in DMC Group, LLC's portfolio?

The largest reported portfolio weight for IMKTA was 0.45% in 2026 Q1.

What is the latest reported IMKTA position on this page?

The most recent filing on this page is 2026 Q1, when DMC Group, LLC reported 7,332 shares, equal to 0.45% of portfolio, with an estimated market value of $659K.

What does the chart on this IMKTA ownership page compare?

The chart compares DMC Group, LLC's quarterly IMKTA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DMC Group, LLC time their IMKTA position?

Based on 13F filing dates vs. subsequent IMKTA price moves, DMC Group, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on IMKTA relative to SPY over the holding period was +14.1%.

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