Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

IMZ Advisory Inc

•CIK: 2017735•Filing: Q4 2025

**IMZ Advisory Inc.** manages $273M across a concentrated portfolio of 39 positions. The fund exhibits a pronounced sector rotation bias, with significant allocations to technology (XLK at $72.2M) and financial services (XLF at $29.0M). Notable diversification within the sector ETFs includes XLC ($24.1M), XLY ($23.5M), and XLV ($20.6M). The top holdings reflect a tactical overweighting across major US economic sectors.

Total AUM

$273.1M

QoQ Performance

+1.7%

Positions

27

Top 10 Concentration

85.9%

Latest Filing

Q4 2025

Top Holdings Allocation

XLK

XLF

XLC

XLY

XLV

JPST

XLI

XLK26.4%

XLF10.6%

XLC8.8%

XLY8.6%

XLV7.5%

JPST7.4%

XLI6.3%

XLP3.5%

📈 Biggest Buys

SELECT SECTOR SPDR TR

+100.4%

26.4% of portfolio

SELECT SECTOR SPDR TR

+102.3%

8.6% of portfolio

SELECT SECTOR SPDR TR

+101.6%

2.4% of portfolio

SELECT SECTOR SPDR TR

+118.6%

1.8% of portfolio

SELECT SECTOR SPDR TR

+8.6%

7.5% of portfolio

📉 Biggest Sells

SELECT SECTOR SPDR TR

-4.9%

6.3% of portfolio

J P MORGAN EXCHANGE TRADED F

-3.1%

7.4% of portfolio

SELECT SECTOR SPDR TR

-3.4%

3.5% of portfolio

ISHARES TR

-42.7%

0.1% of portfolio

LISTED FDS TR

-1.1%

3.4% of portfolio

Sector Breakdown

Other92.6%

Technology4.9%

Consumer0.9%

Financial0.8%

Healthcare0.6%

ETF0.2%

🚪 Exited Positionssold since Q3 2025

AT&T INC

SOLD

$245.2K

PROCTER AND GAMBLE CO

SOLD

$232.9K

Changes from Q3 2025

↑22 increased

↓14 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

📌 Top Holdings

SELECT SECTOR SPDR TR

SELECT SECTOR SPDR TR

SELECT SECTOR SPDR TR

SELECT SECTOR SPDR TR

SELECT SECTOR SPDR TR

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