StockDriftsStockDriftsTop 38 IMZ Advisory Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 29.65% | 491.4K | $93.6M | -3.61%(-18.39K) | $96.19(+94.15%) | 2026-06-30 | |
| XLF | SELECT SECTOR SPDR TR | 9.35% | 551.0K | $29.5M | +1.51%(+8.19K) | $37.94(+52.55%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 9.16% | 571.8K | $28.9M | +43.49%(+173.32K) | $50.38(+0.15%) | 2026-06-30 | |
| XLY | SELECT SECTOR SPDR TR | 7.91% | 213.1K | $25.0M | +4.93%(+10.02K) | $90.12(+32.51%) | 2026-06-30 | |
| XLC | SELECT SECTOR SPDR TR | 7.89% | 232.5K | $24.9M | +10.33%(+21.76K) | $76.63(+45.17%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 7.68% | 152.8K | $24.2M | +7.62%(+10.82K) | $136.61(+23.84%) | 2026-06-30 | |
| XLI | SELECT SECTOR SPDR TR | 6.5% | 110.8K | $20.5M | +2.71%(+2.93K) | $114.06(+63.47%) | 2026-06-30 | |
| XLP | SELECT SECTOR SPDR TR | 3.66% | 139.2K | $11.6M | +14.53%(+17.67K) | $74.42(+13.99%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.19% | 127.4K | $10.1M | +6.62%(+7.91K) | $77.22(+1.72%) | 2026-06-30 | |
| MAGS | LISTED FDS TR | 3.16% | 155.0K | $10.0M | +5.61%(+8.24K) | $51.34(+34.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +47.35% |
| Top 20 Holdings Unweighted | — | — | — | — | +45.92% |
IMZ Advisory Inc reports $315.81M in US-listed equity holdings across 38 positions in its most recent 13F filing. Its largest disclosed positions are XLK (29.6%), XLF (9.3%) and JPST (9.2%). The top 20 holdings account for 97.67% of reported assets. Its disclosed equity book has returned +47.35% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from IMZ Advisory Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2017735). View IMZ Advisory Inc’s 13F filings on SEC