§ 13F · FUND PROFILE
IMZ Advisory Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $269M (13F)Positions · 41Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$201K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | 510K | $68M | 25.6% | +2% |
| 2 | XLF | SELECT SECTOR SPDR TR | 543K | $27M | 10.1% | +2% |
| 3 | XLC | SELECT SECTOR SPDR TR | 211K | $23M | 8.8% | +3% |
| 4 | XLY | SELECT SECTOR SPDR TR | 203K | $22M | 8.4% | +3% |
| 5 | XLV | SELECT SECTOR SPDR TR | 142K | $21M | 7.9% | +7% |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 399K | $20M | 7.6% | ±0% |
| 7 | XLI | SELECT SECTOR SPDR TR | 108K | $17M | 6.6% | −2% |
| 8 | XLP | SELECT SECTOR SPDR TR | 122K | $10M | 3.8% | −2% |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | 120K | $9M | 3.6% | +4% |
| 10 | MAGS | LISTED FDS TR | 147K | $9M | 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 $269 million in assets. The fund runs a portfolio of 41 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed