IAM Advisory, LLC

13F filer · CIK 0001825292

Reported Jul 14, 2026

Net buyer this quarter

13F portfolio value$513MU.S. long equity reported on 13F

Positions6910 new · 5 closed

Net flow last quarter+$2.59MBuys minus sells

Top 10 positions weight25.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 202669 positions
NOBLNoble International, Ltd.	$43.6M	8.49%	Not reported	+1.2%	Q4 2020
CGCPCardiogenesis Corp	$29M	5.65%	Not reported	+2.0%	Q1 2023
SMHMarket Vectors ETF Trust	$15.5M	3.01%	Not reported	-6.3%	Q3 2021
AMDAdvanced Micro Devices Inc	$7.46M	1.45%	0.00%	-2.5%	Q4 2020
AAPLApple Inc.	$6.62M	1.29%	0.00%	+0.2%	Q4 2020
AVGOBroadcom Inc.	$6.48M	1.26%	0.00%	-1.1%	Q1 2023
SNDKSandisk Corp	$6.25M	1.22%	0.00%	-1.2%	Q1 2026
LLYELI LILLY & Co	$5.56M	1.08%	0.00%	-0.3%	Q4 2020
AIQAlliance HealthCare Services, Inc	$5.25M	1.02%	0.74%	+3.7%	Q1 2025
GOOGAlphabet Inc.	$4.56M	0.89%	Not reported	+0.5%	Q2 2023
NVDANvidia Corp	$4.2M	0.82%	0.00%	+0.9%	Q4 2021
PANWPalo Alto Networks Inc	$3.31M	0.64%	0.00%	+2.5%	Q2 2022
MSFTMicrosoft Corp	$3.29M	0.64%	0.00%	+3.5%	Q4 2020
MRKMerck & Co., Inc.	$3.02M	0.59%	0.00%	+1.2%	Q4 2020
AMGNAmgen Inc	$2.71M	0.53%	0.00%	+1.2%	Q4 2020
MCKMckesson Corp	$2.7M	0.53%	0.00%	-1.4%	Q1 2023
NVSNovartis AG	$2.61M	0.51%	0.00%	+0.4%	Q3 2023
WMWaste Management Inc	$2.56M	0.50%	0.00%	+1.2%	Q4 2020
MSIMotorola Solutions, Inc.	$2.55M	0.50%	0.00%	+0.5%	Q4 2020
LHXL3harris Technologies, Inc.	$2.49M	0.49%	0.00%	+0.4%	Q1 2024
AMZNAmazon Com Inc	$2.48M	0.48%	0.00%	+1.7%	Q4 2020
GEVGE Vernova Inc.	$2.39M	0.46%	0.00%	+1.9%	Q1 2025
BEBloom Energy Corp	$2.36M	0.46%	0.00%	+1.9%	Q1 2026
PNCPNC Financial Services Group, Inc.	$2.27M	0.44%	0.00%	-1.5%	Q4 2020
LMTLockheed Martin Corp	$2.25M	0.44%	0.00%	+1.1%	Q4 2020
VOLTVolt Solar Systems, Inc.	$2.25M	0.44%	Not reported	+4.2%	Q1 2026
STRLSterling Infrastructure, Inc.	$2.25M	0.44%	0.01%	+0.3%	Q4 2025
VRTVertiv Holdings Co	$2.07M	0.40%	0.00%	+0.9%	Q2 2024
NOCNorthrop Grumman Corp	$2.07M	0.40%	0.00%	+0.7%	Q4 2020
BMYBristol Myers Squibb Co	$1.91M	0.37%	0.00%	+2.9%	Q4 2020
AEISAdvanced Energy Industries Inc	$1.9M	0.37%	0.01%	-1.1%	Q4 2025
AMATApplied Materials Inc	$1.9M	0.37%	0.00%	New	Q2 2026
SMMUOasys Mobile, Inc.	$1.76M	0.34%	Not reported	+0.8%	Q4 2022
HWMHowmet Aerospace Inc.	$1.75M	0.34%	0.00%	+3.5%	Q3 2024
RDDTReddit, Inc.	$1.7M	0.33%	Not reported	New	Q2 2026
GEGeneral Electric Co	$1.6M	0.31%	0.00%	+2.7%	Q3 2025
GILDGilead Sciences, Inc.	$1.44M	0.28%	0.00%	+3.3%	Q4 2025
RSGRepublic Services, Inc.	$1.31M	0.26%	0.00%	+3.7%	Q2 2025
PLTRPalantir Technologies Inc.	$1.25M	0.24%	0.00%	+3.0%	Q1 2025
HONHoneywell International Inc	$1.19M	0.23%	0.00%	-2.1%	Q4 2020
HONAHoneywell Aerospace Inc.	$1.18M	0.23%	Not reported	-2.1%	Q2 2026
BRK.BBerkshire Hathaway Inc	$1.11M	0.22%	Not reported	Not reported	Q4 2020
NVTnVent Electric plc	$1.05M	0.20%	0.00%	New	Q2 2026
IAGIamgold Corp	$824K	0.16%	0.01%	+10.5%	Q1 2026
ADPAutomatic Data Processing Inc	$819K	0.16%	0.00%	+0.3%	Q3 2021
TTTrane Technologies plc	$775K	0.15%	0.00%	+0.3%	Q4 2020
MRVLMarvell Technology, Inc.	$748K	0.15%	0.00%	Not reported	Q1 2022
PMPhilip Morris International Inc.	$710K	0.14%	0.00%	+0.2%	Q4 2020
XOMExxonMobil Holdings Corp	$623K	0.12%	0.00%	+1.1%	Q4 2020
GLDSPDR Gold Trust	$614K	0.12%	0.00%	Not reported	Q1 2025

Q1 2026Reported Apr 10, 202663 positions
NOBLNoble International, Ltd.	$40.6M	9.10%	Not reported	-0.9%	Q4 2020
CGCPCardiogenesis Corp	$28.5M	6.38%	Not reported	+1.4%	Q1 2023
SMHMarket Vectors ETF Trust	$9.64M	2.16%	Not reported	-7.4%	Q3 2021
AAPLApple Inc.	$5.8M	1.30%	0.00%	+0.8%	Q4 2020
AVGOBroadcom Inc.	$5.37M	1.20%	0.00%	-3.6%	Q1 2023
LLYELI LILLY & Co	$4.28M	0.96%	0.00%	-2.4%	Q4 2020
GOOGAlphabet Inc.	$3.68M	0.82%	Not reported	+22.0%	Q2 2023
NVDANvidia Corp	$3.63M	0.81%	0.00%	-7.7%	Q4 2021
AIQAlliance HealthCare Services, Inc	$3.6M	0.81%	0.71%	-1.1%	Q1 2025
MSFTMicrosoft Corp	$3.16M	0.71%	0.00%	+3.3%	Q4 2020
MCKMckesson Corp	$3.14M	0.70%	0.00%	-2.3%	Q1 2023
LHXL3harris Technologies, Inc.	$2.95M	0.66%	0.00%	-1.4%	Q1 2024
MRKMerck & Co., Inc.	$2.8M	0.63%	0.00%	+0.7%	Q4 2020
NOCNorthrop Grumman Corp	$2.75M	0.62%	0.00%	-0.9%	Q4 2020
AMDAdvanced Micro Devices Inc	$2.68M	0.60%	0.00%	+0.8%	Q4 2020
MSIMotorola Solutions, Inc.	$2.66M	0.60%	0.00%	+1.7%	Q4 2020
LMTLockheed Martin Corp	$2.64M	0.59%	0.00%	-0.1%	Q4 2020
WMWaste Management Inc	$2.6M	0.58%	0.00%	0.0%	Q4 2020
AMGNAmgen Inc	$2.6M	0.58%	0.00%	-0.9%	Q4 2020
NVSNovartis AG	$2.53M	0.57%	0.00%	+2.3%	Q3 2023
HONHoneywell International Inc	$2.47M	0.55%	0.00%	+1.9%	Q4 2020
AMZNAmazon Com Inc	$2.13M	0.48%	0.00%	+1.4%	Q4 2020
BMYBristol Myers Squibb Co	$1.95M	0.44%	0.00%	+4.5%	Q4 2020
PNCPNC Financial Services Group, Inc.	$1.95M	0.44%	0.00%	-3.4%	Q4 2020
SNDKSandisk Corp	$1.77M	0.40%	0.00%	New	Q1 2026
VOLTVolt Solar Systems, Inc.	$1.77M	0.40%	Not reported	New	Q1 2026
SMMUOasys Mobile, Inc.	$1.74M	0.39%	Not reported	+2.6%	Q4 2022
GEVGE Vernova Inc.	$1.74M	0.39%	0.00%	-0.3%	Q1 2025
AEISAdvanced Energy Industries Inc	$1.67M	0.37%	0.01%	+0.6%	Q4 2025
GILDGilead Sciences, Inc.	$1.54M	0.34%	0.00%	+6.4%	Q4 2025
VRTVertiv Holdings Co	$1.54M	0.34%	0.00%	-1.4%	Q2 2024
PLTRPalantir Technologies Inc.	$1.52M	0.34%	0.00%	-10.5%	Q1 2025
PANWPalo Alto Networks Inc	$1.52M	0.34%	0.00%	+1.2%	Q2 2022
VSTVistra Corp.	$1.49M	0.33%	0.00%	+0.1%	Q2 2024
HWMHowmet Aerospace Inc.	$1.45M	0.32%	0.00%	-0.4%	Q3 2024
RSGRepublic Services, Inc.	$1.3M	0.29%	0.00%	+8.7%	Q2 2025
GEGeneral Electric Co	$1.19M	0.27%	0.00%	+8.4%	Q3 2025
METAMeta Platforms, Inc.	$1.09M	0.24%	Not reported	+2.3%	Q3 2023
STRLSterling Infrastructure, Inc.	$1.09M	0.24%	0.01%	+5.3%	Q4 2025
LDOSLeidos Holdings, Inc.	$1.09M	0.24%	0.01%	+9.1%	Q4 2025
BRK.BBerkshire Hathaway Inc	$1.07M	0.24%	Not reported	-2.5%	Q4 2020
BEBloom Energy Corp	$1.04M	0.23%	0.00%	New	Q1 2026
ANETArista Networks, Inc.	$928K	0.21%	0.00%	+2.8%	Q4 2023
IAGIamgold Corp	$887K	0.20%	0.01%	New	Q1 2026
MCDMcdonalds Corp	$830K	0.19%	0.00%	+0.6%	Q4 2020
XOMExxonMobil Holdings Corp	$765K	0.17%	0.00%	-1.4%	Q4 2020
ADPAutomatic Data Processing Inc	$741K	0.17%	0.00%	+1.4%	Q3 2021
GLDSPDR Gold Trust	$717K	0.16%	0.00%	Not reported	Q1 2025
TTTrane Technologies plc	$656K	0.15%	0.00%	+0.2%	Q4 2020
PMPhilip Morris International Inc.	$648K	0.15%	0.00%	+0.2%	Q4 2020

Q4 2025Reported Jan 7, 202668 positions
NOBLNoble International, Ltd.	$40.2M	8.94%	Not reported	-42.6%	Q4 2020
CGCPCardiogenesis Corp	$28.5M	6.33%	Not reported	+3.0%	Q1 2023
SMHMarket Vectors ETF Trust	$9.78M	2.17%	Not reported	-2.8%	Q3 2021
AVGOBroadcom Inc.	$6.22M	1.38%	0.00%	-8.4%	Q1 2023
AAPLApple Inc.	$6.16M	1.37%	0.00%	-1.7%	Q4 2020
LLYELI LILLY & Co	$5.12M	1.14%	0.00%	-4.0%	Q4 2020
NVDANvidia Corp	$4.2M	0.93%	0.00%	-0.6%	Q4 2021
MSFTMicrosoft Corp	$3.99M	0.89%	0.00%	-2.2%	Q4 2020
AIQAlliance HealthCare Services, Inc	$3.97M	0.88%	0.72%	-0.9%	Q1 2025
GOOGAlphabet Inc.	$3.3M	0.73%	Not reported	-1.3%	Q2 2023
MCKMckesson Corp	$3.05M	0.68%	0.00%	-5.0%	Q1 2023
AMDAdvanced Micro Devices Inc	$2.8M	0.62%	0.00%	-3.4%	Q4 2020
LHXL3harris Technologies, Inc.	$2.54M	0.57%	0.00%	-1.7%	Q1 2024
WMWaste Management Inc	$2.49M	0.55%	0.00%	+0.6%	Q4 2020
AMGNAmgen Inc	$2.44M	0.54%	0.00%	Not reported	Q4 2020
MRKMerck & Co., Inc.	$2.43M	0.54%	0.00%	+2.2%	Q4 2020
AMZNAmazon Com Inc	$2.33M	0.52%	0.00%	-0.2%	Q4 2020
NOCNorthrop Grumman Corp	$2.32M	0.52%	0.00%	+0.2%	Q4 2020
MSIMotorola Solutions, Inc.	$2.31M	0.51%	0.00%	0.0%	Q4 2020
NVSNovartis AG	$2.23M	0.50%	0.00%	+0.4%	Q3 2023
LMTLockheed Martin Corp	$2.12M	0.47%	0.00%	+0.7%	Q4 2020
HONHoneywell International Inc	$2.09M	0.46%	0.00%	+1.2%	Q4 2020
PLTRPalantir Technologies Inc.	$2.07M	0.46%	0.00%	+12.8%	Q1 2025
PNCPNC Financial Services Group, Inc.	$2.02M	0.45%	0.00%	-1.3%	Q4 2020
PANWPalo Alto Networks Inc	$1.72M	0.38%	0.00%	-2.2%	Q2 2022
SMMUOasys Mobile, Inc.	$1.7M	0.38%	Not reported	+3.6%	Q4 2022
BMYBristol Myers Squibb Co	$1.66M	0.37%	0.00%	Not reported	Q4 2020
VSTVistra Corp.	$1.6M	0.36%	0.00%	-2.1%	Q2 2024
NFLXNetflix Inc	$1.56M	0.35%	0.00%	-2.0%	Q4 2023
GEVGE Vernova Inc.	$1.31M	0.29%	0.00%	+0.1%	Q1 2025
HWMHowmet Aerospace Inc.	$1.29M	0.29%	0.00%	-0.3%	Q3 2024
GILDGilead Sciences, Inc.	$1.27M	0.28%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$1.23M	0.27%	Not reported	+0.2%	Q3 2023
GEGeneral Electric Co	$1.19M	0.26%	0.00%	+9.6%	Q3 2025
RSGRepublic Services, Inc.	$1.16M	0.26%	0.00%	+5.2%	Q2 2025
LDOSLeidos Holdings, Inc.	$1.15M	0.26%	0.01%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$1.15M	0.25%	Not reported	Not reported	Q4 2020
AEISAdvanced Energy Industries Inc	$1.07M	0.24%	0.01%	New	Q4 2025
VRTVertiv Holdings Co	$1.01M	0.22%	0.00%	+5.7%	Q2 2024
ANETArista Networks, Inc.	$964K	0.21%	0.00%	+0.3%	Q4 2023
ADPAutomatic Data Processing Inc	$925K	0.21%	0.00%	+0.2%	Q3 2021
MCDMcdonalds Corp	$811K	0.18%	0.00%	+0.6%	Q4 2020
STRLSterling Infrastructure, Inc.	$776K	0.17%	0.01%	New	Q4 2025
ORLYO Reilly Automotive Inc	$672K	0.15%	0.00%	+0.8%	Q2 2025
GLDSPDR Gold Trust	$660K	0.15%	0.00%	Not reported	Q1 2025
ETNEaton Corp plc	$655K	0.15%	0.00%	+5.1%	Q2 2024
PMPhilip Morris International Inc.	$627K	0.14%	0.00%	+0.2%	Q4 2020
TTTrane Technologies plc	$611K	0.14%	0.00%	+0.3%	Q4 2020
XOMExxonMobil Holdings Corp	$551K	0.12%	0.00%	-1.9%	Q4 2020
ARMArm Holdings PLC	$502K	0.11%	0.00%	+1.2%	Q3 2024

Q3 2025Reported Oct 20, 202566 positions
NOBLNoble International, Ltd.	$69.4M	15.60%	Not reported	+2.1%	Q4 2020
CGCPCardiogenesis Corp	$27.7M	6.24%	Not reported	+1.7%	Q1 2023
SMHMarket Vectors ETF Trust	$9.11M	2.05%	Not reported	-5.6%	Q3 2021
AVGOBroadcom Inc.	$6.48M	1.46%	0.00%	-3.6%	Q1 2023
AAPLApple Inc.	$5.87M	1.32%	0.00%	+0.6%	Q4 2020
MSFTMicrosoft Corp	$4.37M	0.98%	0.00%	0.0%	Q4 2020
NVDANvidia Corp	$4.23M	0.95%	0.00%	-0.1%	Q4 2021
AIQAlliance HealthCare Services, Inc	$3.89M	0.87%	0.73%	-2.6%	Q1 2025
LLYELI LILLY & Co	$3.79M	0.85%	0.00%	-0.9%	Q4 2020
MCKMckesson Corp	$3.02M	0.68%	0.00%	+0.3%	Q1 2023
MSIMotorola Solutions, Inc.	$2.75M	0.62%	0.00%	+0.4%	Q4 2020
LHXL3harris Technologies, Inc.	$2.69M	0.61%	0.00%	+1.1%	Q1 2024
GOOGAlphabet Inc.	$2.6M	0.58%	Not reported	+1.2%	Q2 2023
WMWaste Management Inc	$2.49M	0.56%	0.00%	+1.4%	Q4 2020
NOCNorthrop Grumman Corp	$2.47M	0.56%	0.00%	+1.2%	Q4 2020
HONHoneywell International Inc	$2.23M	0.50%	0.00%	+2.0%	Q4 2020
AMZNAmazon Com Inc	$2.22M	0.50%	0.00%	-0.2%	Q4 2020
AMDAdvanced Micro Devices Inc	$2.19M	0.49%	0.00%	-0.1%	Q4 2020
LMTLockheed Martin Corp	$2.17M	0.49%	0.00%	+2.4%	Q4 2020
AMGNAmgen Inc	$2.1M	0.47%	0.00%	+2.2%	Q4 2020
NVSNovartis AG	$2.07M	0.47%	0.00%	+1.5%	Q3 2023
NFLXNetflix Inc	$2.03M	0.46%	0.00%	-0.1%	Q4 2023
VSTVistra Corp.	$1.99M	0.45%	0.00%	-0.1%	Q2 2024
PNCPNC Financial Services Group, Inc.	$1.97M	0.44%	0.00%	-0.9%	Q4 2020
PANWPalo Alto Networks Inc	$1.95M	0.44%	0.00%	-0.1%	Q2 2022
MRKMerck & Co., Inc.	$1.9M	0.43%	0.00%	+20.3%	Q4 2020
PLTRPalantir Technologies Inc.	$1.88M	0.42%	0.00%	-0.4%	Q1 2025
MRSHMarsh & Mclennan Companies, Inc.	$1.78M	0.40%	0.00%	+2.7%	Q1 2024
SMMUOasys Mobile, Inc.	$1.64M	0.37%	Not reported	+0.7%	Q4 2022
ZTSZoetis Inc.	$1.56M	0.35%	0.00%	+3.2%	Q4 2020
TMUST-Mobile US, Inc.	$1.42M	0.32%	0.00%	+4.0%	Q2 2025
METAMeta Platforms, Inc.	$1.36M	0.31%	Not reported	+0.5%	Q3 2023
HWMHowmet Aerospace Inc.	$1.24M	0.28%	0.00%	-2.8%	Q3 2024
GEVGE Vernova Inc.	$1.23M	0.28%	0.00%	+0.7%	Q1 2025
RSGRepublic Services, Inc.	$1.19M	0.27%	0.00%	+4.5%	Q2 2025
BRK.BBerkshire Hathaway Inc	$1.15M	0.26%	Not reported	-15.3%	Q4 2020
ANETArista Networks, Inc.	$1.07M	0.24%	0.00%	+0.1%	Q4 2023
GEGeneral Electric Co	$1.06M	0.24%	0.00%	New	Q3 2025
ADPAutomatic Data Processing Inc	$1.05M	0.24%	0.00%	+0.1%	Q3 2021
BXBlackstone Inc.	$939K	0.21%	0.00%	+0.6%	Q1 2022
NOWServiceNow, Inc.	$895K	0.20%	0.00%	-4.0%	Q4 2020
VRTVertiv Holdings Co	$888K	0.20%	0.00%	+0.2%	Q2 2024
MCDMcdonalds Corp	$802K	0.18%	0.00%	+0.6%	Q4 2020
ORLYO Reilly Automotive Inc	$788K	0.18%	0.00%	+1.6%	Q2 2025
ETNEaton Corp plc	$733K	0.16%	0.00%	+0.8%	Q2 2024
TTTrane Technologies plc	$661K	0.15%	0.00%	+0.2%	Q4 2020
ARMArm Holdings PLC	$643K	0.14%	0.00%	-0.3%	Q3 2024
PMPhilip Morris International Inc.	$633K	0.14%	0.00%	+5.7%	Q4 2020
GLDSPDR Gold Trust	$592K	0.13%	0.00%	Not reported	Q1 2025
XOMExxonMobil Holdings Corp	$526K	0.12%	0.00%	+0.8%	Q4 2020

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