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Portfolio (Quarterly) Guide ↗

IMZ Advisory Inc

· CIK 0002017735
13F Portfolio $316M AUM 38 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 15 Added 13 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 IYW ISHARES TR 1,355 $246K 0.09% SOLD
2 T AT&T INC Communication Services 6,950 $201K 0.08% SOLD
Sector Allocation
Technology 64.6%
Consumer Cyclical 9.4%
Healthcare 9.4%
Financial Services 7.6%
Consumer Defensive 3.5%
Industrials 2.8%
Communication Services 2.7%