AIMZ Investment Advisors, LLC — 13F Holdings & Portfolio
CIK 1630365 · latest 13F-HR filed 2026-05-15
AIMZ Investment Advisors, LLC manages $323.6M in 13F-reported U.S. long-equity assets across 139 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (7.11%), META (4.42%), GOOGL (3.76%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 5, added to 35, and trimmed 67.
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.
$323.6M
Long-equity book
139
Distinct positions
2026-03-31
Filed 2026-05-15
+4 / −5 / ↑35 / ↓67
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EURONET WORLDWIDE INC$1.9M +84.5%
- GILEAD SCIENCES INC$713.4K +9.1%
- EXXON MOBIL CORP$638.2K +41.0%
- WALMART INC$513.8K +9.8%
- JOHNSON & JOHNSON$496.7K +16.8%
Top Trims
- MICROSOFT CORP-$3.3M -24.4%
- QUALCOMM INC-$2.5M -25.9%
- META PLATFORMS INC-$2.4M -14.4%
- ALPHABET INC-$2.2M -16.0%
- APPLE INC-$2.0M -8.0%
New Positions
- ASTRAZENECA PLC$5.4M
- FIFTH THIRD BANCORP$238.2K
- GE VERNOVA INC$200.8K
- NISOURCE INC$200.6K
Exited Positions
- ASTRAZENECA PLC$5.1M
- TRAVELERS COMPANIES INC$225.6K
- GENERAL MTRS CO$213.5K
- DISNEY WALT CO$207.3K
- SCHWAB STRATEGIC TR$200.3K
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 | $23.0M | 7.11% | 90,620 | SH |
| 2 | META PLATFORMS INC | META | 30303M102 | $14.3M | 4.42% | 25,024 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $12.2M | 3.76% | 42,267 | SH |
| 4 | ALPHABET INC | GOOG | 02079K107 | $11.4M | 3.52% | 39,727 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $10.3M | 3.20% | 27,946 | SH |
| 6 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $8.9M | 2.75% | 19,956 | SH |
| 7 | GILEAD SCIENCES INC | GILD | 375558103 | $8.5M | 2.64% | 61,338 | SH |
| 8 | REGENERON PHARMACEUTICALS | REGN | 75886F107 | $7.3M | 2.27% | 9,491 | SH |
| 9 | QUALCOMM INC | QCOM | 747525103 | $7.2M | 2.23% | 55,937 | SH |
| 10 | C H ROBINSON WORLDWIDE IN | CHRW | 12541W209 | $6.7M | 2.08% | 40,456 | SH |
| 11 | TEVA PHARMACEUTICAL INDS LTD | TEVA | 881624209 | $6.5M | 2.00% | 214,978 | SH |
| 12 | INCYTE CORP | INCY | 45337C102 | $6.1M | 1.89% | 65,158 | SH |
| 13 | WALMART INC | WMT | 931142103 | $5.7M | 1.77% | 46,104 | SH |
| 14 | NETAPP INC | NTAP | 64110D104 | $5.6M | 1.74% | 55,034 | SH |
| 15 | ASTRAZENECA PLC | AZN | G0593M107 | $5.4M | 1.66% | 27,296 | SH |
| 16 | EXPEDITORS INTL WASH INC | EXPD | 302130109 | $5.4M | 1.66% | 37,403 | SH |
| 17 | CISCO SYS INC | CSCO | 17275R102 | $5.1M | 1.58% | 65,828 | SH |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $5.0M | 1.54% | 10,378 | SH |
| 19 | AMGEN INC | AMGN | 031162100 | $4.5M | 1.40% | 12,884 | SH |
| 20 | PRICE T ROWE GROUP INC | TROW | 74144T108 | $4.4M | 1.34% | 48,278 | SH |
| 21 | GENMAB A/S | GMAB | 372303206 | $4.3M | 1.33% | 160,910 | SH |
| 22 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $4.3M | 1.33% | 17,731 | SH |
| 23 | CINTAS CORP | CTAS | 172908105 | $4.2M | 1.30% | 24,933 | SH |
| 24 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $4.1M | 1.27% | 15,159 | SH |
| 25 | NICE LTD | NICE | 653656108 | $4.1M | 1.27% | 37,200 | SH |
| 26 | EURONET WORLDWIDE INC | EEFT | 298736109 | $4.1M | 1.26% | 61,436 | SH |
| 27 | INFOSYS LTD | INFY | 456788108 | $4.0M | 1.23% | 293,807 | SH |
| 28 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.8M | 1.18% | 21,813 | SH |
| 29 | ADOBE INC | ADBE | 00724F101 | $3.7M | 1.15% | 15,295 | SH |
| 30 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.5M | 1.07% | 14,128 | SH |
| 31 | ABBVIE INC | ABBV | 00287Y109 | $3.4M | 1.04% | 15,498 | SH |
| 32 | CHECK POINT SOFTWARE TECH LT | CHKP | M22465104 | $3.3M | 1.02% | 23,024 | SH |
| 33 | VANGUARD INDEX FDS | VOE | 922908512 | $3.3M | 1.02% | 17,837 | SH |
| 34 | GSK PLC | GSK | 37733W204 | $3.3M | 1.01% | 59,334 | SH |
| 35 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $3.2M | 0.98% | 52,522 | SH |
| 36 | MERCK & CO INC | MRK | 58933Y105 | $3.0M | 0.94% | 25,324 | SH |
| 37 | STRYKER CORPORATION | SYK | 863667101 | $3.0M | 0.92% | 9,032 | SH |
| 38 | EPAM SYS INC | EPAM | 29414B104 | $2.9M | 0.90% | 21,545 | SH |
| 39 | ANALOG DEVICES INC | ADI | 032654105 | $2.8M | 0.85% | 8,692 | SH |
| 40 | LOWES COS INC | LOW | 548661107 | $2.7M | 0.83% | 11,304 | SH |
| 41 | VANGUARD INDEX FDS | VTV | 922908744 | $2.6M | 0.82% | 13,488 | SH |
| 42 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $2.6M | 0.80% | 17,484 | SH |
| 43 | URBAN OUTFITTERS INC | URBN | 917047102 | $2.6M | 0.80% | 40,839 | SH |
| 44 | THE CIGNA GROUP | CI | 125523100 | $2.5M | 0.76% | 9,274 | SH |
| 45 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $2.5M | 0.76% | 11,482 | SH |
| 46 | PAYPAL HLDGS INC | PYPL | 70450Y103 | $2.4M | 0.75% | 53,435 | SH |
| 47 | ILLINOIS TOOL WKS INC | ITW | 452308109 | $2.3M | 0.72% | 8,929 | SH |
| 48 | TELEDYNE TECHNOLOGIES INC | TDY | 879360105 | $2.3M | 0.71% | 3,822 | SH |
| 49 | PROTO LABS INC | PRLB | 743713109 | $2.2M | 0.68% | 38,728 | SH |
| 50 | EXXON MOBIL CORP | XOM | 30231G102 | $2.2M | 0.68% | 12,934 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |