IAM Advisory, LLC
IAM Advisory, LLC reported 107 holdings worth US$513M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
IAM Advisory, LLC reported 107 holdings worth US$513M as of Jun 30, 2026. Largest: Advanced Micro Devices Inc, Apple Inc and Broadcom Inc. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 107
- Value as reported
- US$513M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Advanced Micro Devices Inc | 12,848 | US$7.46M | 1.5% |
| Apple Inc | 22,889 | US$6.62M | 1.3% |
| Broadcom Inc. | 17,150 | US$6.48M | 1.3% |
| Sandisk Corporation | 2,748 | US$6.25M | 1.2% |
| Eli Lilly And Company | 4,638 | US$5.56M | 1.1% |
| Alphabet Inc (google) Class C | 12,750 | US$4.56M | 0.89% |
| Nvidia Corporation | 20,981 | US$4.2M | 0.82% |
| Palo Alto Networks, Inc. | 9,700 | US$3.31M | 0.64% |
| Microsoft Corp. | 8,822 | US$3.29M | 0.64% |
| Merck & Company, Inc. | 23,515 | US$3.02M | 0.59% |
| Amgen Inc. | 7,484 | US$2.71M | 0.53% |
| Mckesson Corporation | 3,579 | US$2.7M | 0.53% |
| Novartis Ag | 16,635 | US$2.61M | 0.51% |
| Waste Management, Inc. | 11,468 | US$2.56M | 0.50% |
| Motorola Solutions, Inc. | 6,151 | US$2.55M | 0.50% |
| L3harris Technologies, Inc. | 8,575 | US$2.49M | 0.49% |
| Amazon.com, Inc. | 10,412 | US$2.48M | 0.48% |
| Ge Vernova Inc. | 2,031 | US$2.39M | 0.46% |
| Bloom Energy Corporation | 7,795 | US$2.36M | 0.46% |
| Pnc Financial Services Group, Inc. (the) | 9,231 | US$2.27M | 0.44% |
| Lockheed Martin Corporation | 4,421 | US$2.25M | 0.44% |
| Sterling Infrastructure, Inc. | 2,675 | US$2.25M | 0.44% |
| Vertiv Holdings, Llc | 6,190 | US$2.07M | 0.40% |
| Northrop Grumman Corporation | 4,056 | US$2.07M | 0.40% |
| Bristol-myers Squibb Company | 33,075 | US$1.91M | 0.37% |
| Advanced Energy Industries, Inc. | 5,106 | US$1.9M | 0.37% |
| Applied Materials, Inc. | 2,631 | US$1.9M | 0.37% |
| Howmet Aerospace Inc. | 6,507 | US$1.75M | 0.34% |
| Reddit, Inc. | 9,768 | US$1.7M | 0.33% |
| Ge Aerospace | 4,290 | US$1.6M | 0.31% |
| Gilead Sciences, Inc. | 11,409 | US$1.44M | 0.28% |
| Republic Services, Inc. | 6,154 | US$1.31M | 0.26% |
| Palantir Technologies Inc. | 10,731 | US$1.25M | 0.24% |
| Berkshire Hathaway Inc. | 2,225 | US$1.11M | 0.22% |
| Iamgold Corporation | 52,038 | US$824K | 0.16% |
| Automatic Data Processing, Inc. | 3,658 | US$819K | 0.16% |
| Marvell Technology, Inc. | 2,511 | US$748K | 0.15% |
| Philip Morris International Inc | 3,923 | US$710K | 0.14% |
| Exxon Mobil Corporation | 4,560 | US$623K | 0.12% |
| Mcdonald's Corporation | 2,185 | US$591K | 0.12% |
| Johnson & Johnson | 1,535 | US$390K | 0.08% |
| Abbvie Inc. | 1,394 | US$351K | 0.07% |
| Altria Group, Inc. | 4,506 | US$324K | 0.06% |
| Baker Hughes Company | 5,462 | US$303K | 0.06% |
| Rtx Corporation | 1,395 | US$265K | 0.05% |
| Ecolab Inc. | 936 | US$261K | 0.05% |
| Coca-cola Company (the) | 3,191 | US$259K | 0.05% |
| Procter & Gamble Company (the) | 1,750 | US$257K | 0.05% |
| Chevron Corporation | 1,526 | US$253K | 0.05% |
| Freeport-mcmoran, Inc. | 4,002 | US$252K | 0.05% |
| Corning Incorporated | 961 | US$245K | 0.05% |
| Selective Insurance Group, Inc. | 2,435 | US$236K | 0.05% |
| T. Rowe Price Group, Inc. | 1,914 | US$218K | 0.04% |
| Ppl Corporation | 5,963 | US$217K | 0.04% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Arista Networks, Inc. | 0 | US$0 | 0.00% |
| Vistra Corp. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Leidos Holdings, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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