Imz Advisory Inc.

Long-term investor · FL · @imzadvisoryinc
-14.2%
All time
S&P +14.9%

Long-term investor

Imz Advisory Inc. @imzadvisoryinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002017735).

Record

  • Tracked since 2025-06-30 (492 days), 17 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months +6.7% · 1 year -14.2% · all -14.2%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 81369Y803 · 30.6% · long · since 2025-09-30
  • 46641Q837 · 8.9% · long · since 2025-09-30
  • 81369Y605 · 8.8% · long · since 2025-09-30
  • 81369Y852 · 8.3% · long · since 2025-09-30
  • 81369Y209 · 7.7% · long · since 2025-09-30
  • 81369Y407 · 7.2% · long · since 2025-09-30
  • 81369Y704 · 5.7% · long · since 2025-09-30
  • 81369Y308 · 3.6% · long · since 2025-09-30
  • 53656G498 · 3.6% · long · since 2025-09-30
  • 92206C409 · 3.3% · long · since 2025-09-30
  • 81369Y506 · 2.7% · long · since 2025-09-30
  • 81369Y886 · 2.1% · long · since 2025-09-30

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