Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
IMZ Advisory Inc (CIK 2017735) reported $264.4M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XLK ($67.8M, 25.62%), XLF ($26.8M, 10.13%), XLC ($23.4M, 8.84%), XLY ($22.1M, 8.37%), XLV ($20.8M, 7.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | $67.8M | 25.62% | 509,816 | Added |
| 2 | XLF | SELECT SECTOR SPDR TR | $26.8M | 10.13% | 542,839 | Added |
| 3 | XLC | SELECT SECTOR SPDR TR | $23.4M | 8.84% | 210,773 | Added |
| 4 | XLY | SELECT SECTOR SPDR TR | $22.1M | 8.37% | 203,086 | Added |
| 5 | XLV | SELECT SECTOR SPDR TR | $20.8M | 7.87% | 141,966 | Added |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $20.2M | 7.63% | 398,526 | Trimmed |
| 7 | XLI | SELECT SECTOR SPDR TR | $17.4M | 6.60% | 107,889 | Trimmed |
| 8 | XLP | SELECT SECTOR SPDR TR | $10.0M | 3.77% | 121,581 | Trimmed |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $9.5M | 3.58% | 119,518 | Added |
| 10 | MAGS | LISTED FDS TR | $8.5M | 3.22% | 146,752 | Added |
| 11 | XLU | SELECT SECTOR SPDR TR | $7.0M | 2.65% | 152,895 | Trimmed |
| 12 | XLE | SELECT SECTOR SPDR TR | $6.8M | 2.57% | 110,873 | Trimmed |
| 13 | AAPL | APPLE INC | $4.1M | 1.54% | 16,054 | Trimmed |
| 14 | JMST | J P MORGAN EXCHANGE TRADED F | $4.0M | 1.51% | 78,389 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $3.1M | 1.19% | 18,000 | Added |
| 16 | MSFT | MICROSOFT CORP | $1.9M | 0.72% | 5,143 | Added |
| 17 | AMZN | AMAZON COM INC | $1.4M | 0.54% | 6,809 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $972,776 | 0.37% | 2,030 | Added |
| 19 | IBM | INTERNATIONAL BUSINESS MACHS | $930,037 | 0.35% | 3,837 | Hold |
| 20 | JPM | JPMORGAN CHASE & CO | $686,907 | 0.26% | 2,335 | Trimmed |
| 21 | LLY | ELI LILLY & CO | $686,684 | 0.26% | 747 | Added |
| 22 | META | META PLATFORMS INC | $537,050 | 0.20% | 939 | Trimmed |
| 23 | IVV | ISHARES TR | $488,549 | 0.18% | 748 | Added |
| 24 | AVGO | BROADCOM INC | $480,403 | 0.18% | 1,552 | Added |
| 25 | WMT | WALMART INC | $473,945 | 0.18% | 3,814 | Added |
Source: SEC Form 13F filings · as of 2026-03-31