Titelia

Holdings of IMA Advisory Services, Inc.

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Net assets
-
Positions
933 in 34 countries
Top ten
45.8 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

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Sector breakdown

  • Technology 9.5 %
  • Funds 3.7 %
  • Financials 3.2 %
  • Industrials 3.1 %
  • Health care 2.9 %
  • Consumer discretionary 2.9 %
  • Communication 1.9 %
  • Energy 1.8 %
  • Consumer staples 1.6 %
  • Materials 0.4 %
  • Real estate 0.2 %
  • Unattributed 68.8 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.7 %
  • Netherlands 0.2 %
  • Taiwan 0.0 %
  • Japan 0.0 %
  • United Kingdom 0.0 %
  • France 0.0 %
  • Switzerland 0.0 %
  • Germany 0.0 %
  • Spain 0.0 %
  • Australia 0.0 %
  • China 0.0 %
  • Brazil 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States681826.3M $99.70 %
2Netherlands71.9M $0.23 %
3Taiwan495.2K $0.01 %
4Japan4994.6K $0.01 %
5United Kingdom2978.5K $0.01 %
6France1742.3K $0.01 %
7Switzerland1242.2K $0.01 %
8Germany1034.9K $0.00 %
9Spain622.1K $0.00 %
10Australia820.3K $0.00 %
11China1518.2K $0.00 %
12Brazil1115.8K $0.00 %
Cite this page

Titelia. "Holdings of IMA Advisory Services, Inc.". https://titelia.com/en/funds/US13F1455495