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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 Chg Shares Chg % Period Price ① Since Period ①
1 XLI SELECT SECTOR SPDR TR 107,889.0 $17.4M 6.60% -3K -2.5% $161.73 +12.0%
2 XLP SELECT SECTOR SPDR TR 121,581.0 $10.0M 3.77% -3K -2.2% $81.98 +3.3%
3 XLU SELECT SECTOR SPDR TR 152,895.0 $7.0M 2.65% -1K -0.8% $45.89 +0.7%
4 XLE SELECT SECTOR SPDR TR 110,873.0 $6.8M 2.57% -1K -1.1% $61.26 -12.1%
5 AAPL APPLE INC Technology 16,054.0 $4.1M 1.54% -566.0 -3.4% $253.79 +11.8%
6 JMST J P MORGAN EXCHANGE TRADED F 78,389.0 $4.0M 1.51% -7K -7.8% $50.98 -0.0%
7 JPM JPMORGAN CHASE & CO Financial Services 2,335.0 $687K 0.26% -49.0 -2.1% $294.18 +11.9%
8 META META PLATFORMS INC Communication Services 939.0 $537K 0.20% -20.0 -2.1% $571.94 -3.8%
9 GOOG ALPHABET INC Communication Services 1,535.0 $440K 0.17% -24.0 -1.5% $286.91 +16.7%
10 XLRE SELECT SECTOR SPDR TR 9,034.0 $369K 0.14% -4K -31.6% $40.83 +10.8%
11 UNH UNITEDHEALTH GROUP INC Healthcare 1,254.0 $339K 0.13% -37.0 -2.9% $270.69 +58.1%
12 XLB SELECT SECTOR SPDR TR 5,656.0 $283K 0.11% -4K -41.0% $49.97 +3.3%

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 61.7%
Healthcare 8.3%
Consumer Cyclical 8.0%
Financial Services 7.8%
Communication Services 6.7%
Consumer Defensive 4.5%
Industrials 3.0%