IMZ Advisory Inc reported 38 holdings worth US$316M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 7, 2026
IMZ Advisory Inc reported 38 holdings worth US$316M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Microsoft Corp. Filed Jul 7, 2026 (Form 13F).
- Holdings
- 38
- Value as reported
- US$316M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 16,063 | US$4.65M | 1.5% |
| Nvidia Corporation | 18,066 | US$3.61M | 1.1% |
| Microsoft Corp. | 5,105 | US$1.9M | 0.60% |
| Amazon.com, Inc. | 6,897 | US$1.64M | 0.52% |
| International Business Machines Corporation | 3,837 | US$1.08M | 0.34% |
| Berkshire Hathaway Inc. | 1,990 | US$996K | 0.32% |
| Advanced Micro Devices Inc | 1,549 | US$900K | 0.28% |
| Eli Lilly And Company | 748 | US$897K | 0.28% |
| Jp Morgan Chase & Co. | 2,205 | US$722K | 0.23% |
| Broadcom Inc. | 1,555 | US$587K | 0.19% |
| Alphabet Inc (google) Class C | 1,519 | US$543K | 0.17% |
| Meta Platforms, Inc. | 932 | US$525K | 0.17% |
| Unitedhealth Group Incorporated | 1,191 | US$495K | 0.16% |
| Johnson & Johnson | 1,782 | US$452K | 0.14% |
| Walmart Inc. | 3,829 | US$434K | 0.14% |
| General Dynamics Corporation | 795 | US$282K | 0.09% |
| Automatic Data Processing, Inc. | 1,249 | US$280K | 0.09% |
| Costco Wholesale Corporation | 266 | US$249K | 0.08% |
| Home Depot, Inc. (the) | 586 | US$207K | 0.07% |
| At&t Inc. | 0 | US$0 | 0.00% |