QRVLX
FPA Queens Road Value Fund
Investment Managers Series Trust III

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Nov 30, 2025 → Feb 28, 2026

Expand a category to see the positions behind it, ranked by weight.

No positions in this category.

No positions in this category.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
MSILF Treasury Portfolio, Class Institutional 4,482,896 5,645,699 1,162,803 10.52% $1.16M

No positions in this category.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
TRANE TECHNOLOGI 9,200 9,200 0 7.92% $375.73K
EATON CORP PLC 10,000 10,000 0 7.00% $300.30K
AMERICAN EXPRESS CO 11,000 11,000 0 6.33% -$620.07K
GENERAL DYNAMICS CORPORATION 8,000 8,000 0 5.32% $123.36K
AMERIPRISE FINANCIAL INC 6,000 6,000 0 5.25% $86.28K
JPMORGAN CHASE and CO 9,000 9,000 0 5.03% -$115.02K
ORACLE CORP 18,395 18,395 0 4.98% -$1.04M
HERSHEY CO/THE 10,000 10,000 0 4.40% $482.00K
BERKSHIRE HATHAWAY INC CL A 3 3 0 4.23% -$39.30K
PFIZER INC 76,000 76,000 0 3.91% $145.16K
BANK OF NEW YORK MELLON CORP 14,500 14,500 0 3.22% $101.50K
MERCK & CO 13,820 13,820 0 3.19% $262.44K
CISCO SYSTEMS INC 20,700 20,700 0 3.06% $52.16K
MCDONALDS CORP 4,225 4,225 0 2.68% $123.54K
ELEVANCE HEALTH INC 4,500 4,500 0 2.68% -$82.17K
CENTENE CORP 30,000 30,000 0 2.51% $166.20K
RTX CORP 6,600 6,600 0 2.49% $182.89K
DANAHER CORP 6,300 6,300 0 2.47% -$101.68K
INTEL CORP 26,000 26,000 0 2.21% $131.30K
PRUDENTL FINL 10,000 10,000 0 1.83% -$98.70K
INGERSOLL RAND INC 9,000 9,000 0 1.58% $124.20K
UNION PACIFIC CORP 3,000 3,000 0 1.48% $99.45K
T ROWE PRICE GRP 7,900 7,900 0 1.39% -$61.22K
3M CO 3,600 3,600 0 1.11% -$24.23K
MONDELEZ INTL INC 9,000 9,000 0 1.03% $36.09K
ALLEGION PLC 3,400 3,400 0 1.02% -$16.59K
WALT DISNEY CO/T 5,151 5,151 0 1.02% $8.09K
SOLVENTUM CORP 900 900 0 0.12% -$9.95K

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.