IMA Advisory Services, Inc.

CIK

1455495

City

DENVER

State / Country

Stock

POOL — Pool Corp

Top Portfolio Positions

739 positions · $274,178,734 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	29,105	$18,928,145	6.90%
NVDA	Nvidia Corp Technology	67,063	$11,695,787	4.27%
AAPL	Apple Inc. Technology	39,853	$10,114,292	3.69%
MSFT	Microsoft Corp Technology	22,278	$8,246,647	3.01%
META	Meta Platforms, Inc. Communication Services	13,162	$7,530,375	2.75%
AMZN	Amazon Com Inc Consumer Cyclical	34,621	$7,210,515	2.63%
MU	Micron Technology Inc Technology	20,916	$7,066,261	2.58%
WMT	Walmart Inc. Consumer Defensive	54,335	$6,752,753	2.46%
FAST	Fastenal Co Industrials	145,121	$6,733,614	2.46%
LITE	Lumentum Holdings Inc. Technology	9,283	$6,523,721	2.38%

25 quarters · across all stocks

19 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,914	49	0.0%	Shares	Sole	2026-05-06
2025-12-31	$11,208	49	0.0%	Shares	Sole	2026-02-11
2025-09-30	$15,193	49	0.0%	Shares	Sole	2025-11-06
2025-06-30	$14,282	49	0.0%	Shares	Sole	2025-08-08
2025-03-31	$15,599	49	0.0%	Shares	Sole	2025-05-06
2024-09-30	$18,463	49	0.0%	Shares	Sole	2024-11-14
2023-09-30	$17,448	49	0.0%	Shares	Sole	2023-11-28
2023-06-30	$18,357	49	0.0%	Shares	Sole	2023-08-15
2023-03-31	$16,779	49	0.0%	Shares	Sole	2023-05-16
2022-12-31	$14,814	49	-67.1%	Shares	Sole	2023-02-16
2022-09-30	$47,413	149	0.0%	Shares	Sole	2022-11-15
2022-06-30	$52,333	149	+204.1%	Shares	Sole	2022-08-18
2022-03-31	$20,719	49	0.0%	Shares	Sole	2022-06-13
2021-12-31	$27,734	49	0.0%	Shares	Sole	2022-02-14
2021-09-30	$21,286	49	0.0%	Shares	Sole	2021-11-03
2021-06-30	$22,474	49	0.0%	Shares	Sole	2021-08-13
2021-03-31	$16,916	49	0.0%	Shares	Sole	2021-05-13
2020-12-31	$18,252	49	0.0%	Shares	Sole	2021-02-08
2020-09-30	$16,392	49	—	Shares	Sole	2020-11-16
No 13F history on record for this holder in this stock.