AIMZ Investment Advisors, LLC

CIK 1630365 · View on SEC EDGAR ↗

Portfolio value: $363.5M
Positions: 153
As of: June 30, 2026

Portfolio value QoQ: +12.3% 13F does not disclose cash

Top 10 holdings weight: 33.90%
Top 25 holdings weight: 57.10%
Positions above 1%: 28
Effective number of positions: 50.4

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 1.45% Est. buys $14,881,237 · sells $4,976,911

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 92.2% still held

New positions: 17
Increased: 23
Decreased: 62
Closed: 3

On this page

Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
Sector breakdown How the portfolio splits across market sectors.
Portfolio Every stock this institution reports holding, from its latest 13F.
High-conviction bets The holdings this manager is most concentrated in.
Biggest new bets Brand-new positions opened in the latest quarter.
Top moves The biggest position increases and decreases this quarter.
Exited positions Positions the manager fully sold out of last quarter.

Performance vs S&P 500

Tracked Q4 2024–Q2 2026

+18.5%

S&P 500 total return (same window)

+28.1%

Excess return

-9.6%

Annualized: +12.0% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 93.0% · Options excluded: 0.0%

Sector breakdown

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%

Other/Unmapped

8.9%

Full portfolio 153 positions

					Streak
AAPL Apple Inc. - Common Stock	$25,945,542	7.14%	89,665	$2,947,136	Down ×2
GOOGL Alphabet Inc. - Class A Common Stock	$14,994,904	4.13%	41,959	$2,840,600	Down ×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	Down ×4
MSFT Microsoft Corporation - Common Stock	$10,405,922	2.86%	27,896	$61,239	Down ×5
QCOM QUALCOMM Incorporated - Common Stock	$10,318,595	2.84%	55,840	$3,115,015	Down ×6
VRTX Vertex Pharmaceuticals Incorporated - Common Stock	$9,900,326	2.72%	19,931	$989,174	Down ×6
NTAP NetApp, Inc. - Common Stock	$8,517,466	2.34%	55,037	$2,882,562	Up ×1
GILD Gilead Sciences, Inc. - Common Stock	$7,746,994	2.13%	61,319	$-801,740	Down ×6
CSCO Cisco Systems, Inc. - Common Stock	$7,700,383	2.12%	65,557	$2,592,779	Down ×5
CHRW C.H. Robinson Worldwide, Inc. - Common Stock	$7,557,953	2.08%	40,129	$839,475	Down ×6
INCY Incyte Corporation - Common Stock	$7,383,474	2.03%	65,133	$1,250,805	Down ×6
TEVA Teva Pharmaceutical Industries Limited American Depositary Shares	$7,215,687	1.99%	212,978	$740,556	Down ×6
UNH UnitedHealth Group Incorporated Common Stock (DE)	$6,301,013	1.73%	15,160	$2,199,191	Up ×1
EXPD Expeditors International of Washington, Inc. Common Stock	$6,047,492	1.66%	37,106	$690,197	Down ×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	Down ×5
WMT Walmart Inc. - Common Stock	$5,198,098	1.43%	45,895	$-531,684	Down ×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	Down ×1
IBM International Business Machines Corporation Common Stock	$4,986,736	1.37%	17,733	$688,798	Up ×1
AMGN Amgen Inc. - Common Stock	$4,684,119	1.29%	12,935	$151,032	Up ×1
EEFT Euronet Worldwide, Inc. - Common Stock	$4,511,139	1.24%	61,636	$433,632	Up ×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	Down ×6
NVDA NVIDIA Corporation - Common Stock	$4,024,388	1.11%	20,113	$220,220	Down ×1
ABBV AbbVie Inc. Common Stock	$3,869,138	1.06%	15,376	$498,396	Down ×4
JNJ Johnson & Johnson Common Stock	$3,543,791	0.97%	13,954	$90,451	Down ×5
ZTS Zoetis Inc. Class A Common Stock	$3,534,793	0.97%	49,190		Up ×1
VOE	$3,380,424	0.93%	17,107	$93,451	Down ×2
NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share	$3,286,953	0.90%	36,180	$-814,719	Down ×2
MRK Merck & Company, Inc. Common Stock (new)	$3,273,524	0.90%	25,475	$227,354	Up ×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	Up ×1
ADI Analog Devices, Inc. - Common Stock	$3,110,790	0.86%	7,832	$345,585	Down ×2
GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares)	$3,103,998	0.85%	59,214	$-170,645	Down ×6
INFY Infosys Limited American Depositary Shares	$3,082,690	0.85%	293,869	$-886,648	Up ×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	Up ×2
VTV	$2,938,499	0.81%	13,484	$292,231	Down ×2
SYK Stryker Corporation Common Stock	$2,843,865	0.78%	9,033	$-124,051	Up ×1
URBN Urban Outfitters, Inc. - Common Stock	$2,787,562	0.77%	39,339	$200,411	Down ×6
VIG	$2,717,593	0.75%	11,485	$248,190	Up ×1
VYM	$2,658,647	0.73%	16,824	$69,261	Down ×2
CI The Cigna Group Common Stock	$2,548,401	0.70%	9,244	$74,547	Down ×2
TDY Teledyne Technologies Incorporated Common Stock	$2,546,892	0.70%	3,819	$234,543	Down ×3
LOW Lowe's Companies, Inc. Common Stock	$2,492,639	0.69%	11,305	$-178,168	Up ×1
BEN Franklin Resources, Inc. Common Stock	$2,478,380	0.68%	74,493	$689,676	Down ×6
ITW Illinois Tool Works Inc. Common Stock	$2,408,740	0.66%	8,906	$84,575	Down ×1
JKHY Jack Henry & Associates, Inc. - Common Stock	$2,389,789	0.66%	17,350		Up ×1
VHT	$2,331,286	0.64%	7,797	$168,973	Down ×2
PYPL PayPal Holdings, Inc. - Common Stock	$2,300,709	0.63%	53,282	$-116,156	Down ×2
MRVL Marvell Technology, Inc. - Common Stock	$2,139,148	0.59%	7,181	$1,431,634	Up ×2
NVS Novartis AG Common Stock	$2,081,888	0.57%	13,284	$45,101	Down ×1
EMR Emerson Electric Company Common Stock	$2,044,987	0.56%	14,286	$159,125	Down ×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	Down ×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	Up ×1
XOM Exxon Mobil Corporation Common Stock	$1,761,893	0.48%	12,887	$-432,551	Down ×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	Down ×6
DLB Dolby Laboratories Common Stock	$1,655,513	0.46%	31,486	$-235,240	Up ×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	Down ×1
ABT Abbott Laboratories Common Stock	$1,485,913	0.41%	16,376	$-195,134	Up ×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	Up ×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	Down ×4
TSLA Tesla, Inc. - Common Stock	$1,205,019	0.33%	2,865	$139,955
Unknown issuer (CUSIP: 78409V112)	$1,194,134	0.33%	2,932		Up ×1
VUG	$1,055,314	0.29%	12,251	$165,311	Up ×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	Down ×1
VEU	$921,920	0.25%	11,008	$63,302	Down ×2
DOX Amdocs Limited - Ordinary Shares	$909,886	0.25%	18,003	$-264,723	Up ×2
WFC Wells Fargo & Company Common Stock	$896,148	0.25%	10,844	$7,860	Down ×1
SOXX SOXX	$875,907	0.24%	1,367	$390,482	Down ×2
BAC Bank of America Corporation Common Stock	$875,441	0.24%	15,364	$77,696	Down ×1
DELL Dell Technologies Inc. Class C Common Stock	$830,561	0.23%	1,925	$506,486	Down ×2
LLY Eli Lilly and Company Common Stock	$823,172	0.23%	686	$260,914	Up ×2
DLTR Dollar Tree, Inc. - Common Stock	$810,970	0.22%	6,705	$75,063	Down ×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		Up ×1
GLOB Globant S.A. Common Shares	$716,033	0.20%	24,742	$-453,639	Down ×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	Down ×2
AVGO Broadcom Inc. - Common Stock	$533,761	0.15%	1,413	$104,471	Up ×2
VBK	$491,867	0.14%	1,345	$67,206	Down ×1
No matches

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security	Value	% of portfolio	Streak
EEFT	$4,511,139	1.24%	up ×3
MDT	$1,387,410	0.38%	up ×4

Biggest new bets

New positions opened this quarter, largest first.

Security	Value	Shares	% of portfolio
ZTS	$3,534,793	49,190	0.97%
JKHY	$2,389,789	17,350	0.66%
Unknown issuer (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 movers (QoQ)

Security	Action	Shares Δ	Value Δ
QCOM	Trimmed	-97	+$3.1M
AAPL	Trimmed	-955	+$2.9M
NTAP	Bought more	+3	+$2.9M
GOOGL	Trimmed	-308	+$2.8M
INTC	Trimmed	-60	+$2.8M
CSCO	Trimmed	-271	+$2.6M
GOOG	Trimmed	-1K	+$2.2M
UNH	Bought more	+1	+$2.2M
KLAC	Bought more	+9K	+$1.5M
MRVL	Bought more	+38	+$1.4M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

Security	Quarter	Shares before	Value before	Price since exit
SPGI	June 30, 2026	2,932	$1,247,028	12.5%
WBA	Sept. 30, 2025	41,921	$481,249	No longer tracked
HON	June 30, 2026	1,268	$286,606	-1.9%
SGOV	June 30, 2025	2,400	$241,608	-0.1%
DELL	March 31, 2025	2,056	$236,876	381.9%
SPR	Dec. 31, 2025	6,100	$235,460	No longer tracked
TTD	March 31, 2025	2,000	$235,060	-75.8%
TRV	March 31, 2026	778	$225,596	25.6%
GPN	March 31, 2025	1,957	$219,301	-5.4%
ALL	June 30, 2026	1,050	$217,707	7.7%
WRB	Dec. 31, 2025	2,800	$214,536	-0.8%
GM	March 31, 2026	2,625	$213,465	17.7%
GPN	Dec. 31, 2025	2,557	$212,436	19.6%
HDV	Sept. 30, 2025	1,780	$208,546	No longer tracked
DIS	March 31, 2026	1,822	$207,289	11.2%
MET	Dec. 31, 2025	2,488	$204,937	19.9%
MET	March 31, 2025	2,488	$203,717	17.9%
DIS	March 31, 2025	1,822	$202,880	8.5%
TXN	Sept. 30, 2025	975	$202,430	44.3%
SCHF	March 31, 2026	8,330	$200,253	No longer tracked