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Portfolio (Quarterly)
Guide ↗
IMZ Advisory Inc
·
CIK 0002017735
13F Portfolio
$264M AUM
39 positions
Filed Apr 8, 2026
EDGAR ↗
← All Funds
Q1 2026
Q4 2025
·
All
1 New
19 Added
12 Reduced
1 Exited
#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
1
HD
HOME DEPOT INC
Consumer Cyclical
594
$204K
0.07%
SOLD
Sector Allocation
Technology
61.7%
Healthcare
8.3%
Consumer Cyclical
8.0%
Financial Services
7.8%
Communication Services
6.7%
Consumer Defensive
4.5%
Industrials
3.0%