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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
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 2,205.0 $722K 0.23% -130.0 -5.6% $327.36 +8.4%
22 AVGO BROADCOM INC Technology 1,555.0 $587K 0.19% $377.71 -2.1%
23 JMST J P MORGAN EXCHANGE TRADED F 10,731.0 $547K 0.17% -68K -86.3% $51.00 -0.4%
24 GOOG ALPHABET INC 1,536.0 $543K 0.17% $353.37
25 META META PLATFORMS INC Communication Services 932.0 $525K 0.17% -7.0 -0.8% $563.03 +2.8%
26 UNH UNITEDHEALTH GROUP INC Healthcare 1,191.0 $495K 0.16% -63.0 -5.0% $415.79 -4.7%
27 JNJ JOHNSON & JOHNSON Healthcare 1,782.0 $452K 0.14% $253.92 +6.8%
28 WMT WALMART INC Consumer Defensive 3,829.0 $434K 0.14% $113.26 -6.5%
29 QQQ INVESCO QQQ TR Financial Services 554.0 $408K 0.13% -14.0 -2.5% $736.91 -4.0%
30 CB CHUBB LIMITED Financial Services 1,098.0 $374K 0.12% $340.83 -0.6%
31 XLRE SELECT SECTOR SPDR TR 8,152.0 $359K 0.11% -882.0 -9.8% $44.03 +0.0%
32 IVV ISHARES TR 457.0 $342K 0.11% -291.0 -38.9% $748.53 +2.2%
33 VGT VANGUARD WORLD FD 2,537.0 $303K 0.10% +2K +700.3% $119.51 -0.5%
34 GD GENERAL DYNAMICS CORP Industrials 795.0 $282K 0.09% +4.0 +0.5% $354.15 +4.3%
35 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,249.0 $280K 0.09% +11.0 +0.9% $223.94 +26.6%
36 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 266.0 $249K 0.08% -54.0 -16.9% $935.56 +0.5%
37 XLB SELECT SECTOR SPDR TR 4,492.0 $228K 0.07% -1K -20.6% $50.83 +2.4%
38 HD HOME DEPOT INC Consumer Cyclical 586.0 $207K 0.07% NEW $352.69 -9.3%
Page 2 of 2  ·  38 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 64.6%
Consumer Cyclical 9.4%
Healthcare 9.4%
Financial Services 7.6%
Consumer Defensive 3.5%
Industrials 2.8%
Communication Services 2.7%