Iam Advisory, LLC filed its 13F report for Q1 2026 on April 10, 2026. The portfolio totaled 446.32 M reflecting a -0.82% change from the prior quarter, spanning 95 assets. The top 10 holdings comprised 67.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 11 new positions and 19 complete exits.
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Iam Advisory submitted their Form 13F-HR for the Q1 2026 period on 04/10/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Iam Advisory reported a managed portfolio value of 446.32 M, consisting of 95 individual positions.
This page displays the raw filing documents. To see which stocks Iam Advisory bought or sold during Q1 2026, please visit Iam Advisory's Portfolio Analysis page.