account_balance

Investment manager · 13F filer · SEC CIK 2017735

IMZ Advisory Inc

Reported value$327Mas of Sep 30, 2026
Positions36 0 new, 2 sold out
Top 10 weight87.9%XLK alone is 31%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
XLK Select Sector SPDR Tr 30.6% Added +4%
JPST J P Morgan Exchange Traded F 8.9% Held
XLF Select Sector SPDR Tr 8.8% Trimmed −2%
XLC Select Sector SPDR Tr 8.3% Added +5%
XLV Select Sector SPDR Tr 7.7% Held
XLY Select Sector SPDR Tr 7.2% Added +2%
XLI Select Sector SPDR Tr 5.7% Held
XLP Select Sector SPDR Tr 3.6% Added +5%
MAGS Listed FDS Tr 3.6% Added +6%
VCSH Vanguard Scottsdale FDS 3.3% Added +11%
XLE Select Sector SPDR Tr 2.7% Added +8%
XLU Select Sector SPDR Tr 2.1% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Jul 7, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • VCSH +11%
  • XLE +8%
  • MAGS +6%
  • XLU +6%
arrow_downwardTrimmed
remove_circleSold out
  • JMST $547K
  • HD $207K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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