AIMZ Investment Advisors, LLC — 13F Holdings & Portfolio
CIK 1630365 · latest 13F-HR filed 2026-08-14
AIMZ Investment Advisors, LLC manages $363.5M in 13F-reported U.S. long-equity assets across 153 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (7.14%), GOOGL (4.13%), META (3.88%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 17 new positions, exited 3, added to 78, and trimmed 34.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 101
LOS ALTOS, CA 94022
$363.5M
Long-equity book
153
Distinct positions
2026-06-30
Filed 2026-08-14
+17 / −3 / ↑78 / ↓34
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- QUALCOMM INC$3.1M +43.2%
- APPLE INC$2.9M +12.8%
- NETAPP INC$2.9M +51.2%
- ALPHABET INC$2.8M +23.4%
- INTEL CORP$2.8M +215.8%
Top Trims
- REGENERON PHARMACEUTICALS-$1.4M -19.3%
- EPAM SYS INC-$1.2M -42.5%
- INFOSYS LTD-$886.6K -22.3%
- NICE LTD-$814.7K -19.9%
- GILEAD SCIENCES INC-$801.7K -9.4%
New Positions
- ZOETIS INC$3.5M
- HENRY JACK & ASSOC INC$2.4M
- S&P GLOBAL INC$1.2M
- MICRON TECHNOLOGY INC$722.6K
- CORNING INC$357.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $25.9M | 7.14% | 89,665 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $15.0M | 4.13% | 41,959 | SH |
| 3 | META PLATFORMS INC | META | 30303M102 | $14.1M | 3.88% | 25,024 | SH |
| 4 | ALPHABET INC | GOOG | 02079K107 | $13.6M | 3.75% | 38,527 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $10.4M | 2.86% | 27,896 | SH |
| 6 | QUALCOMM INC | QCOM | 747525103 | $10.3M | 2.84% | 55,840 | SH |
| 7 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $9.9M | 2.72% | 19,931 | SH |
| 8 | NETAPP INC | NTAP | 64110D104 | $8.5M | 2.34% | 55,037 | SH |
| 9 | GILEAD SCIENCES INC | GILD | 375558103 | $7.7M | 2.13% | 61,319 | SH |
| 10 | CISCO SYS INC | CSCO | 17275R102 | $7.7M | 2.12% | 65,557 | SH |
| 11 | C H ROBINSON WORLDWIDE IN | CHRW | 12541W209 | $7.6M | 2.08% | 40,129 | SH |
| 12 | INCYTE CORP | INCY | 45337C102 | $7.4M | 2.03% | 65,133 | SH |
| 13 | TEVA PHARMACEUTICAL INDS LTD | TEVA | 881624209 | $7.2M | 1.99% | 212,978 | SH |
| 14 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $6.3M | 1.73% | 15,160 | SH |
| 15 | EXPEDITORS INTL WASH INC | EXPD | 302130109 | $6.0M | 1.66% | 37,106 | SH |
| 16 | REGENERON PHARMACEUTICALS | REGN | 75886F107 | $5.9M | 1.63% | 9,491 | SH |
| 17 | PRICE T ROWE GROUP INC | TROW | 74144T108 | $5.5M | 1.51% | 48,258 | SH |
| 18 | WALMART INC | WMT | 931142103 | $5.2M | 1.43% | 45,895 | SH |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $5.2M | 1.43% | 10,378 | SH |
| 20 | ASTRAZENECA PLC | AZN | G0593M107 | $5.2M | 1.42% | 27,221 | SH |
| 21 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $5.0M | 1.37% | 17,733 | SH |
| 22 | AMGEN INC | AMGN | 031162100 | $4.7M | 1.29% | 12,935 | SH |
| 23 | EURONET WORLDWIDE INC | EEFT | 298736109 | $4.5M | 1.24% | 61,636 | SH |
| 24 | GENMAB A/S | GMAB | 372303206 | $4.4M | 1.22% | 160,910 | SH |
| 25 | CINTAS CORP | CTAS | 172908105 | $4.2M | 1.17% | 24,933 | SH |
| 26 | INTEL CORP | INTC | 458140100 | $4.0M | 1.11% | 28,942 | SH |
| 27 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.0M | 1.11% | 20,113 | SH |
| 28 | ABBVIE INC | ABBV | 00287Y109 | $3.9M | 1.06% | 15,376 | SH |
| 29 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.5M | 0.97% | 13,954 | SH |
| 30 | ZOETIS INC | ZTS | 98978V103 | $3.5M | 0.97% | 49,190 | SH |
| 31 | VANGUARD INDEX FDS | VOE | 922908512 | $3.4M | 0.93% | 17,107 | SH |
| 32 | NICE LTD | NICE | 653656108 | $3.3M | 0.90% | 36,180 | SH |
| 33 | MERCK & CO INC | MRK | 58933Y105 | $3.3M | 0.90% | 25,475 | SH |
| 34 | PROTO LABS INC | PRLB | 743713109 | $3.2M | 0.87% | 38,728 | SH |
| 35 | ADOBE INC | ADBE | 00724F101 | $3.1M | 0.87% | 15,350 | SH |
| 36 | ANALOG DEVICES INC | ADI | 032654105 | $3.1M | 0.86% | 7,832 | SH |
| 37 | GSK PLC | GSK | 37733W204 | $3.1M | 0.85% | 59,214 | SH |
| 38 | INFOSYS LTD | INFY | 456788108 | $3.1M | 0.85% | 293,869 | SH |
| 39 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $3.0M | 0.83% | 52,522 | SH |
| 40 | CHECK POINT SOFTWARE TECH LT | CHKP | M22465104 | $3.0M | 0.83% | 23,024 | SH |
| 41 | KLA CORP | KLAC | 482480100 | $3.0M | 0.81% | 9,810 | SH |
| 42 | VANGUARD INDEX FDS | VTV | 922908744 | $2.9M | 0.81% | 13,484 | SH |
| 43 | STRYKER CORPORATION | SYK | 863667101 | $2.8M | 0.78% | 9,033 | SH |
| 44 | URBAN OUTFITTERS INC | URBN | 917047102 | $2.8M | 0.77% | 39,339 | SH |
| 45 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $2.7M | 0.75% | 11,485 | SH |
| 46 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $2.7M | 0.73% | 16,824 | SH |
| 47 | THE CIGNA GROUP | CI | 125523100 | $2.5M | 0.70% | 9,244 | SH |
| 48 | TELEDYNE TECHNOLOGIES INC | TDY | 879360105 | $2.5M | 0.70% | 3,819 | SH |
| 49 | LOWES COS INC | LOW | 548661107 | $2.5M | 0.69% | 11,305 | SH |
| 50 | FRANKLIN RESOURCES INC | BEN | 354613101 | $2.5M | 0.68% | 74,493 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $363.5M | 153 | 0001630365-26-000007 |
| 2026-03-31 | 2026-05-15 | $323.6M | 139 | 0001630365-26-000005 |
| 2025-12-31 | 2026-02-17 | $349.6M | 140 | 0001630365-26-000002 |
| 2025-09-30 | 2025-11-12 | $318.7M | 128 | 0001630365-25-000011 |