AIMZ Investment Advisors, LLC
CIK 1630365 · Auf SEC EDGAR ansehen ↗
- Portfolio-Wert
- $363.5M
- Positionen
- 153
- Stand
- 30. Juni 2026
#4.622 von 9.443 nach 13F-Wert · Top 48.9%
Portfolio-Wert QoQ: +12.3% 13F gibt keine Barmittel an
- Gewichtung der Top-10-Positionen
- 33,90%
- Gewichtung der Top-25-Positionen
- 57,10%
- Positionen über 1%
- 28
- Effektive Anzahl von Positionen
- 50,4
Basiert nur auf 13F-Aktien-Long-Positionen (Barmittel, Anleihen, Leerverkäufe nicht angegeben)
Umsatz Q2 2026: 1,45% Geschätzte Käufe $14.881.237 · Verkäufe $4.976.911
Median-Haltezeit: 7,0 Quartale Verfolgt Q4 2024–Q2 2026 · 92,2% noch gehalten
- Neue Positionen
- 17
- Erhöht
- 23
- Abgenommen
- 62
- Geschlossen
- 3
Auf dieser Seite
- Performance vs. S&P Wie sich das 13F-Portfolio dieses Managers im Vergleich zum S&P 500 entwickelt hat.
- Sektoraufschlüsselung Aufteilung des Portfolios nach Sektoren.
- Portfolio Jede Aktie, die diese Institution meldet, aus ihrem neuesten 13F.
- Engagements mit hoher Überzeugung Die Bestände, in die dieser Manager am stärksten investiert ist.
- Größte neue Wetten Brandneue Positionen, die im letzten Quartal eröffnet wurden.
- Top-Transaktionen Die größten Positionssteigerungen und -senkungen in diesem Quartal.
- Geschlossene Positionen Positionen, die der Manager im letzten Quartal vollständig verkauft hat.
Performance vs S&P 500
Annualisiert: +12.0% · S&P 500: +18.0%
Nähert sich einem Buy-and-Hold-Portfolio, das aus vierteljährlichen SEC 13F-Momentaufnahmen erstellt wurde. Schließt Bargeld, Leerverkäufe, Optionen/Derivate und Nicht-13(f)-Wertpapiere aus — spiegelt nur das offengelegte Long-Equity-Buch wider, nicht das gesamte Fondsvermögen (AUM). Die Verzögerung bei der SEC-Einreichung beträgt bis zu 45 Tage; dies ist keine in Echtzeit kopierbare Zeitangabe.
Preisbare Abdeckung: 93,0% · Optionen ausgeschlossen: 0,0%
Sektoraufschlüsselung
Technology
28,0%
Healthcare
25,2%
Communication Services
12,2%
Financial Services
5,5%
Industrials
5,0%
Retail
4,4%
Logistics & Transportation
3,9%
Communications
2,2%
Financials
1,3%
Consumer Discretionary
1,1%
Consumer Staples
1,0%
Energy
0,8%
Utilities
0,3%
Consumer products
0,1%
Telecommunication
0,1%
Sonstige/Nicht zugeordnet
8,9%
Gesamtportfolio 153 Positionen
| Typ | Serie | 8-Quartals-Trend | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $25.945.542 | 7,14% | 89.665 | $2.947.136 | Ab ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $14.994.904 | 4,13% | 41.959 | $2.840.600 | Ab ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $14.095.769 | 3,88% | 25.024 | $-221.212 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $13.612.845 | 3,75% | 38.527 | $2.216.677 | Ab ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $10.405.922 | 2,86% | 27.896 | $61.239 | Ab ×5 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $10.318.595 | 2,84% | 55.840 | $3.115.015 | Ab ×6 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $9.900.326 | 2,72% | 19.931 | $989.174 | Ab ×6 | ||
| NTAP NetApp, Inc. - Common Stock | $8.517.466 | 2,34% | 55.037 | $2.882.562 | Auf ×1 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $7.746.994 | 2,13% | 61.319 | $-801.740 | Ab ×6 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $7.700.383 | 2,12% | 65.557 | $2.592.779 | Ab ×5 | ||
| CHRW C.H. Robinson Worldwide, Inc. - Common Stock | $7.557.953 | 2,08% | 40.129 | $839.475 | Ab ×6 | ||
| INCY Incyte Corporation - Common Stock | $7.383.474 | 2,03% | 65.133 | $1.250.805 | Ab ×6 | ||
| TEVA Teva Pharmaceutical Industries Limited American Depositary Shares | $7.215.687 | 1,99% | 212.978 | $740.556 | Ab ×6 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $6.301.013 | 1,73% | 15.160 | $2.199.191 | Auf ×1 | ||
| EXPD Expeditors International of Washington, Inc. Common Stock | $6.047.492 | 1,66% | 37.106 | $690.197 | Ab ×6 | ||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $5.918.015 | 1,63% | 9.491 | $-1.415.107 | |||
| TROW T. Rowe Price Group, Inc. - Common Stock | $5.486.404 | 1,51% | 48.258 | $1.134.628 | Ab ×5 | ||
| WMT Walmart Inc. - Common Stock | $5.198.098 | 1,43% | 45.895 | $-531.684 | Ab ×6 | ||
| BRKB | $5.193.047 | 1,43% | 10.378 | $219.909 | |||
| AZN AstraZeneca PLC - American Depositary Shares | $5.159.791 | 1,42% | 27.221 | $-222.291 | Ab ×1 | ||
| IBM International Business Machines Corporation Common Stock | $4.986.736 | 1,37% | 17.733 | $688.798 | Auf ×1 | ||
| AMGN Amgen Inc. - Common Stock | $4.684.119 | 1,29% | 12.935 | $151.032 | Auf ×1 | ||
| EEFT Euronet Worldwide, Inc. - Common Stock | $4.511.139 | 1,24% | 61.636 | $433.632 | Auf ×3 | ||
| GMAB Genmab A/S - American Depositary Shares | $4.420.198 | 1,22% | 160.910 | $102.983 | |||
| CTAS Cintas Corporation - Common Stock | $4.240.605 | 1,17% | 24.933 | $23.437 | |||
| INTC Intel Corporation - Common Stock | $4.041.201 | 1,11% | 28.942 | $2.761.333 | Ab ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $4.024.388 | 1,11% | 20.113 | $220.220 | Ab ×1 | ||
| ABBV AbbVie Inc. Common Stock | $3.869.138 | 1,06% | 15.376 | $498.396 | Ab ×4 | ||
| JNJ Johnson & Johnson Common Stock | $3.543.791 | 0,97% | 13.954 | $90.451 | Ab ×5 | ||
| ZTS Zoetis Inc. Class A Common Stock | $3.534.793 | 0,97% | 49.190 | Auf ×1 | |||
| VOE | $3.380.424 | 0,93% | 17.107 | $93.451 | Ab ×2 | ||
| NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share | $3.286.953 | 0,90% | 36.180 | $-814.719 | Ab ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $3.273.524 | 0,90% | 25.475 | $227.354 | Auf ×1 | ||
| PRLB Proto Labs, Inc. Common stock | $3.156.717 | 0,87% | 38.728 | $948.448 | |||
| ADBE Adobe Inc. - Common Stock | $3.147.057 | 0,87% | 15.350 | $-570.852 | Auf ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $3.110.790 | 0,86% | 7.832 | $345.585 | Ab ×2 | ||
| GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $3.103.998 | 0,85% | 59.214 | $-170.645 | Ab ×6 | ||
| INFY Infosys Limited American Depositary Shares | $3.082.690 | 0,85% | 293.869 | $-886.648 | Auf ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $3.026.336 | 0,83% | 52.522 | $-159.143 | |||
| CHKP Check Point Software Technologies Ltd. - Ordinary Shares | $3.026.044 | 0,83% | 23.024 | $-262.934 | |||
| KLAC KLA Corporation - Common Stock | $2.959.775 | 0,81% | 9.810 | $1.515.341 | Auf ×2 | ||
| VTV | $2.938.499 | 0,81% | 13.484 | $292.231 | Ab ×2 | ||
| SYK Stryker Corporation Common Stock | $2.843.865 | 0,78% | 9.033 | $-124.051 | Auf ×1 | ||
| URBN Urban Outfitters, Inc. - Common Stock | $2.787.562 | 0,77% | 39.339 | $200.411 | Ab ×6 | ||
| VIG | $2.717.593 | 0,75% | 11.485 | $248.190 | Auf ×1 | ||
| VYM | $2.658.647 | 0,73% | 16.824 | $69.261 | Ab ×2 | ||
| CI The Cigna Group Common Stock | $2.548.401 | 0,70% | 9.244 | $74.547 | Ab ×2 | ||
| TDY Teledyne Technologies Incorporated Common Stock | $2.546.892 | 0,70% | 3.819 | $234.543 | Ab ×3 | ||
| LOW Lowe's Companies, Inc. Common Stock | $2.492.639 | 0,69% | 11.305 | $-178.168 | Auf ×1 | ||
| BEN Franklin Resources, Inc. Common Stock | $2.478.380 | 0,68% | 74.493 | $689.676 | Ab ×6 | ||
| ITW Illinois Tool Works Inc. Common Stock | $2.408.740 | 0,66% | 8.906 | $84.575 | Ab ×1 | ||
| JKHY Jack Henry & Associates, Inc. - Common Stock | $2.389.789 | 0,66% | 17.350 | Auf ×1 | |||
| VHT | $2.331.286 | 0,64% | 7.797 | $168.973 | Ab ×2 | ||
| PYPL PayPal Holdings, Inc. - Common Stock | $2.300.709 | 0,63% | 53.282 | $-116.156 | Ab ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $2.139.148 | 0,59% | 7.181 | $1.431.634 | Auf ×2 | ||
| NVS Novartis AG Common Stock | $2.081.888 | 0,57% | 13.284 | $45.101 | Ab ×1 | ||
| EMR Emerson Electric Company Common Stock | $2.044.987 | 0,56% | 14.286 | $159.125 | Ab ×5 | ||
| FDS FactSet Research Systems Inc. Common Stock | $2.020.102 | 0,56% | 8.780 | $114.930 | |||
| KO Coca-Cola Company (The) Common Stock | $1.984.772 | 0,55% | 24.422 | $113.792 | Ab ×1 | ||
| ORCL Oracle Corporation Common Stock | $1.899.690 | 0,52% | 12.963 | $-7.259 | |||
| SBUX Starbucks Corporation - Common Stock | $1.834.125 | 0,50% | 17.948 | $226.262 | Auf ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1.761.893 | 0,48% | 12.887 | $-432.551 | Ab ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $1.748.691 | 0,48% | 12.915 | $-256.879 | |||
| EPAM EPAM Systems, Inc. Common Stock | $1.676.666 | 0,46% | 21.130 | $-1.240.527 | Ab ×6 | ||
| DLB Dolby Laboratories Common Stock | $1.655.513 | 0,46% | 31.486 | $-235.240 | Auf ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1.498.890 | 0,41% | 4.250 | $101.107 | |||
| NFLX Netflix, Inc. - Common Stock | $1.489.047 | 0,41% | 20.855 | $-564.236 | Ab ×1 | ||
| ABT Abbott Laboratories Common Stock | $1.485.913 | 0,41% | 16.376 | $-195.134 | Auf ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.431.113 | 0,39% | 6.005 | $180.556 | |||
| MDT Medtronic plc. Ordinary Shares | $1.387.410 | 0,38% | 17.735 | $-148.913 | Auf ×4 | ||
| PRF | $1.350.750 | 0,37% | 25.000 | $162.500 | |||
| AMAT Applied Materials, Inc. - Common Stock | $1.307.184 | 0,36% | 1.808 | $685.810 | Ab ×4 | ||
| TSLA Tesla, Inc. - Common Stock | $1.205.019 | 0,33% | 2.865 | $139.955 | |||
| Unbekannter Emittent (CUSIP: 78409V112) | $1.194.134 | 0,33% | 2.932 | Auf ×1 | |||
| VUG | $1.055.314 | 0,29% | 12.251 | $165.311 | Auf ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.028.908 | 0,28% | 3.143 | $104.264 | |||
| EBAY eBay Inc. - Common Stock | $976.803 | 0,27% | 8.741 | $163.084 | Ab ×1 | ||
| VEU | $921.920 | 0,25% | 11.008 | $63.302 | Ab ×2 | ||
| DOX Amdocs Limited - Ordinary Shares | $909.886 | 0,25% | 18.003 | $-264.723 | Auf ×2 | ||
| WFC Wells Fargo & Company Common Stock | $896.148 | 0,25% | 10.844 | $7.860 | Ab ×1 | ||
| SOXX SOXX | $875.907 | 0,24% | 1.367 | $390.482 | Ab ×2 | ||
| BAC Bank of America Corporation Common Stock | $875.441 | 0,24% | 15.364 | $77.696 | Ab ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $830.561 | 0,23% | 1.925 | $506.486 | Ab ×2 | ||
| LLY Eli Lilly and Company Common Stock | $823.172 | 0,23% | 686 | $260.914 | Auf ×2 | ||
| DLTR Dollar Tree, Inc. - Common Stock | $810.970 | 0,22% | 6.705 | $75.063 | Ab ×1 | ||
| USMV | $773.995 | 0,21% | 8.024 | $29.849 | |||
| MMM 3M Company Common Stock | $751.713 | 0,21% | 4.643 | $77.444 | |||
| MU Micron Technology, Inc. - Common Stock | $722.586 | 0,20% | 626 | Auf ×1 | |||
| GLOB Globant S.A. Common Shares | $716.033 | 0,20% | 24.742 | $-453.639 | Ab ×5 | ||
| UPS United Parcel Service, Inc. Common Stock | $714.875 | 0,20% | 6.650 | $60.648 | |||
| QQQ Invesco QQQ Trust, Series 1 | $706.486 | 0,19% | 959 | $152.753 | |||
| COST Costco Wholesale Corporation - Common Stock | $697.861 | 0,19% | 746 | $-45.476 | |||
| SPY SPY | $672.830 | 0,19% | 901 | $87.174 | |||
| WIT Wipro Limited Common Stock | $623.776 | 0,17% | 277.234 | $36.041 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $602.484 | 0,17% | 5.164 | $-152.906 | |||
| PRFZ Invesco RAFI US 1500 Small-Mid ETF | $585.585 | 0,16% | 10.500 | $103.950 | |||
| HIPO Hippo Holdings Inc. Common Stock | $571.135 | 0,16% | 20.210 | $44.462 | |||
| VBR | $549.157 | 0,15% | 2.260 | $49.482 | Ab ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $533.761 | 0,15% | 1.413 | $104.471 | Auf ×2 | ||
| VBK | $491.867 | 0,14% | 1.345 | $67.206 | Ab ×1 | ||
| Keine Treffer | |||||||
Überzeugungspositionen
Positionen seit 3+ aufeinanderfolgenden Quartalen erhöht.
Aktienanzahlen sind wie in 13F-Einreichungen angegeben (nicht split-bereinigt)
Größte neue Wetten
In diesem Quartal eröffnete neue Positionen, beginnend mit der größten.
| Wertpapier | Wert | Aktien | % des Portfolios |
|---|---|---|---|
| ZTS | $3.534.793 | 49.190 | 0,97% |
| JKHY | $2.389.789 | 17.350 | 0,66% |
| Unbekannter Emittent (CUSIP: 78409V112) | $1.194.134 | 2.932 | 0,33% |
| MU | $722.586 | 626 | 0,20% |
| GLW | $357.602 | 1.400 | 0,10% |
| PANW | $346.135 | 1.015 | 0,10% |
| TXN | $295.984 | 993 | 0,08% |
| SITM | $268.402 | 360 | 0,07% |
| SOXL | $266.710 | 1.000 | 0,07% |
| URI | $251.502 | 222 | 0,07% |
| TSM | $233.054 | 488 | 0,06% |
| EMXC | $229.254 | 2.241 | 0,06% |
| SCHF | $222.431 | 8.030 | 0,06% |
| LUV | $219.049 | 4.260 | 0,06% |
| MET | $205.179 | 2.425 | 0,06% |
Top-Performer (QoQ)
| Wertpapier | Aktion | Aktien Δ | Wert Δ |
|---|---|---|---|
| QCOM | Reduziert | -97 | +$3.1M |
| AAPL | Reduziert | -955 | +$2.9M |
| NTAP | Mehr gekauft | +3 | +$2.9M |
| GOOGL | Reduziert | -308 | +$2.8M |
| INTC | Reduziert | -60 | +$2.8M |
| CSCO | Reduziert | -271 | +$2.6M |
| GOOG | Reduziert | -1K | +$2.2M |
| UNH | Mehr gekauft | +1 | +$2.2M |
| KLAC | Mehr gekauft | +9K | +$1.5M |
| MRVL | Mehr gekauft | +38 | +$1.4M |
Geschlossene Positionen
Beinhaltet Unternehmensereignisse (Fusionen, Delistings) – nicht alle Abgänge sind Verkäufe
Geschlossene Positionen spiegeln Änderungen in der 13F-Meldung wider; für Indexmanager sind diese oft mechanisch (Delisting, M&A, Index-Neugewichtung) und keine aktiven Entscheidungen.
| Wertpapier | Quartal | Anteile davor | Wert davor | Preis seit Ausstieg |
|---|---|---|---|---|
| SPGI | 30. Juni 2026 | 2.932 | $1.247.028 | 12,5% |
| WBA | 30. September 2025 | 41.921 | $481.249 | Nicht mehr verfolgt |
| HON | 30. Juni 2026 | 1.268 | $286.606 | -1,9% |
| SGOV | 30. Juni 2025 | 2.400 | $241.608 | -0,1% |
| DELL | 31. März 2025 | 2.056 | $236.876 | 381,9% |
| SPR | 31. Dezember 2025 | 6.100 | $235.460 | Nicht mehr verfolgt |
| TTD | 31. März 2025 | 2.000 | $235.060 | -75,8% |
| TRV | 31. März 2026 | 778 | $225.596 | 25,6% |
| GPN | 31. März 2025 | 1.957 | $219.301 | -5,4% |
| ALL | 30. Juni 2026 | 1.050 | $217.707 | 7,7% |
| WRB | 31. Dezember 2025 | 2.800 | $214.536 | -0,8% |
| GM | 31. März 2026 | 2.625 | $213.465 | 17,7% |
| GPN | 31. Dezember 2025 | 2.557 | $212.436 | 19,6% |
| HDV | 30. September 2025 | 1.780 | $208.546 | Nicht mehr verfolgt |
| DIS | 31. März 2026 | 1.822 | $207.289 | 11,2% |
| MET | 31. Dezember 2025 | 2.488 | $204.937 | 19,9% |
| MET | 31. März 2025 | 2.488 | $203.717 | 17,9% |
| DIS | 31. März 2025 | 1.822 | $202.880 | 8,5% |
| TXN | 30. September 2025 | 975 | $202.430 | 44,3% |
| SCHF | 31. März 2026 | 8.330 | $200.253 | Nicht mehr verfolgt |