§ 13F · FUND PROFILE
IMZ Advisory Inc.
AUM · $316M (13F)Positions · 38Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$207K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | 491K | $94M | 29.6% | −4% |
| 2 | XLF | SELECT SECTOR SPDR TR | 551K | $30M | 9.4% | +2% |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | 572K | $29M | 9.2% | +43% |
| 4 | XLY | SELECT SECTOR SPDR TR | 213K | $25M | 7.9% | +5% |
| 5 | XLC | SELECT SECTOR SPDR TR | 233K | $25M | 7.9% | +10% |
| 6 | XLV | SELECT SECTOR SPDR TR | 153K | $24M | 7.7% | +8% |
| 7 | XLI | SELECT SECTOR SPDR TR | 111K | $21M | 6.5% | +3% |
| 8 | XLP | SELECT SECTOR SPDR TR | 139K | $12M | 3.7% | +15% |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | 127K | $10M | 3.2% | +7% |
| 10 | MAGS | LISTED FDS TR | 155K | $10M | 3.2% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IMZ SIGNAL
AC read
IMZ Advisory Inc is a Other fund managing $316 million in assets. The fund runs a portfolio of 38 positions.
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