First Security Investment Management, Inc. has released its latest holdings report for the third quarter of 2026. The report, filed on November 5, 2026, details the firm’s investment positions as of September 30, 2026, with a total portfolio value exceeding $122 million. This update is significant as it highlights the firm’s investment strategies and asset allocations in a competitive financial landscape.
Based in Little Rock, Arkansas, First Security Investment Management, Inc. operates under the Central Index Key (CIK) 0002143070. The firm primarily engages in investment management activities, and its recent filings indicate a consistent approach to reporting its holdings. The company was formerly known as Financial Management, Inc., with the name change effective June 30, 2026.
The filing reveals that First Security Investment Management reported a total of 47 entries in its holdings, with a combined value of $122,910,734. Notable investments include significant stakes in major corporations such as Apple Inc., Bank OZK, Coca-Cola Co., and Walmart Inc. The firm’s portfolio reflects a diverse range of sectors, showcasing its investment strategy aimed at maximizing returns while managing risk.
Timothy Coon, the Chief Financial Officer and Chief Compliance Officer, signed the filing, emphasizing the firm’s commitment to transparency and regulatory compliance. The report indicates that all investments are under the firm’s sole discretion, with no other managers involved in the reported holdings.
This filing may impact various stakeholders, including investors and analysts who track the firm’s performance and strategies. The detailed report provides insights into First Security Investment Management’s investment philosophy and market positioning, which could influence future investment decisions.
Looking ahead, the filing does not specify what actions or developments may follow this report. However, stakeholders will likely keep a close watch on the firm’s future filings and any potential changes in its investment strategy.
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