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Portfolio (Quarterly) Guide ↗

IAM Advisory, LLC

· CIK 0001825292
13F Portfolio $513M AUM 107 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 54 Added 13 Reduced 7 Exited
Page 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 4,560.0 $623K 0.12% +49.0 +1.1% $136.72 +20.0%
42 XLI SELECT SECTOR SPDR TR 3,164.0 $586K 0.11% +1K +51.6% $185.25 -3.4%
43 XLB SELECT SECTOR SPDR TR 11,364.0 $578K 0.11% +3K +35.8% $50.83 +5.4%
44 SPLV INVESCO EXCH TRADED FD TR II 5,689.0 $426K 0.08% +120.0 +2.1% $74.90 +1.5%
45 DIVO AMPLIFY ETF TR 9,140.0 $418K 0.08% +96.0 +1.1% $45.70 +6.5%
46 JNJ JOHNSON & JOHNSON Healthcare 1,535.0 $390K 0.08% +20.0 +1.3% $253.91 +7.5%
47 ABBV ABBVIE INC Healthcare 1,394.0 $351K 0.07% +58.0 +4.3% $251.60 +5.1%
48 RTX RTX CORPORATION Industrials 1,395.0 $265K 0.05% +29.0 +2.1% $189.79 +10.2%
49 ECL ECOLAB INC Basic Materials 936.0 $261K 0.05% +42.0 +4.7% $278.71 +3.0%
50 KO COCA COLA CO Consumer Defensive 3,191.0 $259K 0.05% +157.0 +5.2% $81.28 +13.2%
51 PG PROCTER & GAMBLE CO Consumer Defensive 1,750.0 $257K 0.05% +84.0 +5.0% $146.66 -0.1%
52 CVX CHEVRON CORPORATION Energy 1,526.0 $253K 0.05% +65.0 +4.5% $165.79 +22.5%
53 FCX FREEPORT MCMORAN INC Basic Materials 4,002.0 $252K 0.05% +167.0 +4.3% $62.88 +23.7%
54 DXJ WISDOMTREE TR 1,278.0 $222K 0.04% +8.0 +0.6% $173.55 +2.1%
Page 3 of 3  ·  54 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.0%
Industrials 24.4%
Healthcare 19.6%
Financial Services 3.2%
Consumer Cyclical 2.9%
Utilities 2.5%
Communication Services 1.6%
Consumer Defensive 1.5%
Basic Materials 1.3%
Energy 1.1%