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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
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 747.0 $687K 0.26% +7.0 +0.9% $919.26 +31.4%
22 META META PLATFORMS INC Communication Services 939.0 $537K 0.20% -20.0 -2.1% $571.94 -3.8%
23 IVV ISHARES TR 748.0 $489K 0.18% +18.0 +2.5% $653.14 +12.2%
24 AVGO BROADCOM INC Technology 1,552.0 $480K 0.18% +36.0 +2.4% $309.54 +17.9%
25 WMT WALMART INC Consumer Defensive 3,814.0 $474K 0.18% $124.26 -6.9%
26 GOOG ALPHABET INC Communication Services 1,535.0 $440K 0.17% -24.0 -1.5% $286.91 +16.7%
27 JNJ JOHNSON & JOHNSON Healthcare 1,775.0 $434K 0.16% +34.0 +1.9% $244.49 +4.2%
28 XLRE SELECT SECTOR SPDR TR 9,034.0 $369K 0.14% -4K -31.6% $40.83 +10.8%
29 CB CHUBB LTD SWITZ Financial Services 1,095.0 $357K 0.14% $325.94 +4.8%
30 AMD ADVANCED MICRO DEVICES INC Technology 1,689.0 $344K 0.13% $203.43 +156.4%
31 UNH UNITEDHEALTH GROUP INC Healthcare 1,254.0 $339K 0.13% -37.0 -2.9% $270.69 +58.1%
32 QQQ INVESCO QQQ TR Financial Services 568.0 $328K 0.12% +14.0 +2.5% $577.57 +22.3%
33 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 320.0 $319K 0.12% +3.0 +0.9% $996.80 -4.4%
34 XLB SELECT SECTOR SPDR TR 5,656.0 $283K 0.11% -4K -41.0% $49.97 +3.3%
35 GD GENERAL DYNAMICS CORP Industrials 791.0 $272K 0.10% +5.0 +0.6% $343.30 +1.0%
36 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,238.0 $252K 0.10% +8.0 +0.7% $203.24 +10.0%
37 IYW ISHARES TR 1,355.0 $246K 0.09% +38.0 +2.9% $181.38 +32.1%
38 VGT VANGUARD WORLD FD 317.0 $221K 0.08% $697.33 -83.7%
39 T AT&T INC Communication Services 6,950.0 $201K 0.08% NEW $28.99 -21.6%
Page 2 of 2  ·  39 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 61.7%
Healthcare 8.3%
Consumer Cyclical 8.0%
Financial Services 7.8%
Communication Services 6.7%
Consumer Defensive 4.5%
Industrials 3.0%