IMZ Advisory Inc

CIK

2017735

Location

BOCA RATON, FL

Portfolio Value

Micro $20,697,036

Diversification

Diversified

Filing Date

Global Rank

#252 / 295 ▲ 7559

Top Industry

Semiconductors 25.1%

3Y Alpha vs SPY

+0.0%

Period ended 9 days ago

Filed Jul 7, 2026 · 2d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+55.7%

SPY

+54.1%

Annualised alpha

+0.5%

Max drawdown

−22.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

20 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.5%

+0.0 pts

Top 5

62.3%

−1.1 pts

Top 10

82.1%

+0.4 pts

HHI

1,100

Diversified−9

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	62.9%	$13,013,026	7
Financial Services	10.1%	$2,091,670	3
Consumer Cyclical	8.9%	$1,850,500	2
Healthcare	8.9%	$1,844,762	3
Consumer Defensive	3.3%	$682,507	2
Communication Services	2.5%	$524,986	1
Unclassified	2.0%	$407,965	1
Industrials	1.4%	$281,620	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+88	6,897	$1,643,830
NVDA	Nvidia Corp	+66	18,066	$3,614,825
WMT	Walmart Inc.	+15	3,829	$433,672
ADP	Automatic Data Processing Inc	+11	1,249	$279,713
AAPL	Apple Inc.	+9	16,063	$4,647,989
JNJ	Johnson & Johnson	+7	1,782	$452,574
GD	General Dynamics Corp	+4	795	$281,620
AVGO	Broadcom Inc.	+3	1,555	$587,401
CB	Chubb Ltd	+3	1,098	$374,132
LLY	ELI LILLY & Co	+1	748	$897,173
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
AMD	Advanced Micro Devices Inc	−140	1,549	$899,829
JPM	Jpmorgan Chase & Co	−130	2,205	$721,762
UNH	Unitedhealth Group Inc	−63	1,191	$495,015
COST	Costco Wholesale Corp /New	−54	266	$248,835
BRK-B	Berkshire Hathaway Inc	−40	1,990	$995,776
MSFT	Microsoft Corp	−38	5,105	$1,904,267
QQQ	Invesco Qqq Trust, Series 1	−14	554	$407,965
META	Meta Platforms, Inc.	−7	932	$524,986
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
HD	Home Depot, Inc.	586	$206,670
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
T	At&T Inc.	6,950	$201,480
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

20 positions · $20,697,036 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	16,063	+9	$4,647,989	+14.1%	22.46%
NVDA	Nvidia Corp Technology	Added	18,066	+66	$3,614,825	+15.2%	17.47%
MSFT	Microsoft Corp Technology	Reduced	5,105	-38	$1,904,267	+0.0%	9.20%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,897	+88	$1,643,830	+15.9%	7.94%
IBM	International Business Machines Corp Technology	Held	3,837	0	$1,079,002	+16.0%	5.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,990	-40	$995,776	+2.4%	4.81%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,549	-140	$899,829	+161.9%	4.35%
LLY	ELI LILLY & Co Healthcare	Added	748	+1	$897,173	+30.6%	4.33%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,205	-130	$721,762	+5.1%	3.49%
AVGO	Broadcom Inc. Technology	Added	1,555	+3	$587,401	+22.3%	2.84%
META	Meta Platforms, Inc. Communication Services	Reduced	932	-7	$524,986	−2.3%	2.54%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,191	-63	$495,015	+45.9%	2.39%
JNJ	Johnson & Johnson Healthcare	Added	1,782	+7	$452,574	+4.3%	2.19%
WMT	Walmart Inc. Consumer Defensive	Added	3,829	+15	$433,672	−8.5%	2.10%
QQQ	Invesco Qqq Trust, Series 1	Reduced	554	-14	$407,965	+24.4%	1.97%
CB	Chubb Ltd Financial Services	Added	1,098	+3	$374,132	+4.8%	1.81%
GD	General Dynamics Corp Industrials	Added	795	+4	$281,620	+3.7%	1.36%
ADP	Automatic Data Processing Inc Technology	Added	1,249	+11	$279,713	+11.2%	1.35%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	266	-54	$248,835	−22.0%	1.20%
HD	Home Depot, Inc. Consumer Cyclical	NEW	586	NEW	$206,670	NEW	1.00%