AIMZ Investment Advisors
Latest statistics and disclosures from AIMZ Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, META, MSFT, GOOGL, GOOG, and represent 23.63% of AIMZ Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: NICE, FDS, AAPL, NFLX, SOXX, DGRO, GOOGL, NVDA, VIG, EEFT.
- Started 16 new stock positions in SPTS, CAT, BA, DFAI, VOT, BYND, SOXX, SCHF, IAI, NICE. DGRO, FTEC, FDS, QTUM, VBK, GM.
- Reduced shares in these 10 stocks: GOOG, GLOB, SPR, WRB, , , PLTR, META, ORCL, MSFT.
- Sold out of its positions in WRB, GPN, MET, SPR.
- AIMZ Investment Advisors was a net buyer of stock by $15M.
- AIMZ Investment Advisors has $350M in assets under management (AUM), dropping by 9.72%.
- Central Index Key (CIK): 0001630365
Tip: Access up to 7 years of quarterly data
Positions held by AIMZ Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for AIMZ Investment Advisors
AIMZ Investment Advisors holds 140 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.1 | $25M | +8% | 92k | 271.86 |
|
| Meta Platforms Cl A (META) | 4.8 | $17M | 25k | 660.08 |
|
|
| Microsoft Corporation (MSFT) | 3.9 | $14M | 28k | 483.62 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $14M | +4% | 44k | 313.00 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.9 | $14M | -4% | 43k | 313.80 |
|
| Qualcomm (QCOM) | 2.8 | $9.7M | 57k | 171.05 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.6 | $9.2M | 20k | 453.36 |
|
|
| Gilead Sciences (GILD) | 2.2 | $7.8M | 64k | 122.74 |
|
|
| Regeneron Pharmaceuticals (REGN) | 2.1 | $7.4M | 9.6k | 771.88 |
|
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 2.0 | $6.9M | 221k | 31.21 |
|
|
| C H Robinson Worldwide Com New (CHRW) | 1.9 | $6.6M | 41k | 160.76 |
|
|
| Incyte Corporation (INCY) | 1.9 | $6.5M | 66k | 98.77 |
|
|
| NetApp (NTAP) | 1.7 | $6.0M | 56k | 107.09 |
|
|
| Expeditors International of Washington (EXPD) | 1.6 | $5.7M | 38k | 149.01 |
|
|
| Adobe Systems Incorporated (ADBE) | 1.5 | $5.4M | +5% | 15k | 349.99 |
|
| Infosys Sponsored Adr (INFY) | 1.5 | $5.4M | 302k | 17.82 |
|
|
| International Business Machines (IBM) | 1.5 | $5.3M | 18k | 296.21 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $5.3M | 11k | 502.65 |
|
|
| Wal-Mart Stores (WMT) | 1.5 | $5.2M | 47k | 111.41 |
|
|
| Cisco Systems (CSCO) | 1.5 | $5.2M | -2% | 67k | 77.03 |
|
| Astrazeneca Sponsored Adr | 1.5 | $5.1M | 56k | 91.93 |
|
|
| UnitedHealth (UNH) | 1.4 | $5.1M | 15k | 330.10 |
|
|
| Genmab A/s Sponsored Ads (GMAB) | 1.4 | $5.0M | 163k | 30.80 |
|
|
| T. Rowe Price (TROW) | 1.4 | $5.0M | 48k | 102.38 |
|
|
| Cintas Corporation (CTAS) | 1.4 | $4.8M | 26k | 188.07 |
|
|
| Epam Systems (EPAM) | 1.3 | $4.5M | 22k | 204.88 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 1.2 | $4.3M | 23k | 185.56 |
|
|
| Nice Sponsored Adr (NICE) | 1.2 | $4.3M | NEW | 38k | 113.04 |
|
| Amgen (AMGN) | 1.2 | $4.2M | 13k | 327.31 |
|
|
| NVIDIA Corporation (NVDA) | 1.2 | $4.0M | +13% | 22k | 186.50 |
|
| Abbvie (ABBV) | 1.0 | $3.6M | 16k | 228.49 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.9 | $3.3M | +15% | 19k | 177.37 |
|
| Paypal Holdings (PYPL) | 0.9 | $3.2M | +3% | 55k | 58.38 |
|
| Stryker Corporation (SYK) | 0.9 | $3.2M | 9.0k | 351.46 |
|
|
| Urban Outfitters (URBN) | 0.9 | $3.2M | -2% | 42k | 75.26 |
|
| GSK Sponsored Adr (GSK) | 0.9 | $3.0M | 61k | 49.04 |
|
|
| Johnson & Johnson (JNJ) | 0.8 | $3.0M | 14k | 206.94 |
|
|
| Bristol Myers Squibb (BMY) | 0.8 | $2.9M | 53k | 53.94 |
|
|
| Lowe's Companies (LOW) | 0.8 | $2.8M | 12k | 241.17 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.8 | $2.7M | +19% | 14k | 190.98 |
|
| Merck & Co (MRK) | 0.8 | $2.7M | 26k | 105.26 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $2.6M | +22% | 12k | 219.78 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $2.6M | +21% | 18k | 143.52 |
|
| Cigna Corp (CI) | 0.7 | $2.6M | 9.4k | 275.24 |
|
|
| Oracle Corporation (ORCL) | 0.7 | $2.5M | -5% | 13k | 194.91 |
|
| FactSet Research Systems (FDS) | 0.7 | $2.5M | NEW | 8.7k | 290.20 |
|
| Analog Devices (ADI) | 0.7 | $2.5M | 9.3k | 271.20 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.7 | $2.4M | +22% | 8.4k | 287.85 |
|
| Euronet Worldwide (EEFT) | 0.6 | $2.2M | +27% | 29k | 76.11 |
|
| Illinois Tool Works (ITW) | 0.6 | $2.2M | 8.9k | 246.31 |
|
|
| Abbott Laboratories (ABT) | 0.6 | $2.1M | 17k | 125.29 |
|
|
| Dolby Laboratories Com Cl A (DLB) | 0.6 | $2.1M | 32k | 64.22 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.6 | $2.0M | 4.0k | 510.73 |
|
|
| Proto Labs (PRLB) | 0.6 | $2.0M | 40k | 50.59 |
|
|
| Netflix (NFLX) | 0.6 | $2.0M | +924% | 21k | 93.76 |
|
| Emerson Electric (EMR) | 0.5 | $1.9M | 14k | 132.72 |
|
|
| Pepsi (PEP) | 0.5 | $1.8M | 13k | 143.52 |
|
|
| Novartis Sponsored Adr (NVS) | 0.5 | $1.8M | 13k | 137.87 |
|
|
| Franklin Resources (BEN) | 0.5 | $1.8M | 77k | 23.89 |
|
|
| Coca-Cola Company (KO) | 0.5 | $1.7M | 25k | 69.91 |
|
|
| Medtronic SHS (MDT) | 0.5 | $1.7M | 18k | 96.06 |
|
|
| Globant S A (GLOB) | 0.5 | $1.7M | -16% | 26k | 65.37 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $1.6M | 13k | 120.34 |
|
|
| S&p Global (SPGI) | 0.4 | $1.6M | 3.0k | 522.51 |
|
|
| Starbucks Corporation (SBUX) | 0.4 | $1.6M | 18k | 84.21 |
|
|
| Home Depot (HD) | 0.4 | $1.5M | 4.5k | 344.10 |
|
|
| Amdocs SHS (DOX) | 0.4 | $1.4M | 18k | 80.51 |
|
|
| Amazon (AMZN) | 0.4 | $1.3M | 5.8k | 230.80 |
|
|
| Tesla Motors (TSLA) | 0.4 | $1.2M | 2.8k | 449.72 |
|
|
| Kla Corp Com New (KLAC) | 0.3 | $1.2M | -2% | 977.00 | 1215.08 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.3 | $1.2M | 25k | 46.92 |
|
|
| Intel Corporation (INTC) | 0.3 | $1.1M | -2% | 29k | 36.90 |
|
| Wells Fargo & Company (WFC) | 0.3 | $1.0M | -2% | 11k | 93.20 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.0M | +10% | 3.2k | 322.25 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.0M | -4% | 2.1k | 487.91 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $907k | -16% | 5.1k | 177.75 |
|
| Bank of America Corporation (BAC) | 0.3 | $893k | -7% | 16k | 55.00 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $848k | +47% | 12k | 73.56 |
|
| Dollar Tree (DLTR) | 0.2 | $827k | 6.7k | 123.01 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.2 | $817k | 288k | 2.84 |
|
|
| eBay (EBAY) | 0.2 | $779k | 8.9k | 87.10 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $756k | 8.0k | 94.16 |
|
|
| 3M Company (MMM) | 0.2 | $743k | 4.6k | 160.09 |
|
|
| United Parcel Service CL B (UPS) | 0.2 | $660k | 6.7k | 99.19 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $642k | 744.00 | 862.34 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $631k | 926.00 | 681.60 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $628k | 584.00 | 1075.24 |
|
|
| Hippo Hldgs Com New (HIPO) | 0.2 | $608k | 20k | 30.08 |
|
|
| Marvell Technology (MRVL) | 0.2 | $605k | -7% | 7.1k | 84.98 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $602k | -2% | 980.00 | 614.03 |
|
| Haleon Spon Ads (HLN) | 0.2 | $583k | -8% | 58k | 10.11 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $565k | NEW | 1.9k | 301.15 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $562k | NEW | 8.1k | 69.42 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $561k | 990.00 | 566.36 |
|
|
| Capri Holdings SHS (CPRI) | 0.1 | $518k | -8% | 21k | 24.40 |
|
| McDonald's Corporation (MCD) | 0.1 | $497k | 1.6k | 305.63 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $492k | +129% | 2.3k | 211.79 |
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $482k | 11k | 45.89 |
|
|
| Applied Materials (AMAT) | 0.1 | $474k | -6% | 1.8k | 256.99 |
|
| Broadcom (AVGO) | 0.1 | $447k | 1.3k | 346.10 |
|
|
| Western Alliance Bancorporation (WAL) | 0.1 | $443k | 5.3k | 84.07 |
|
|
| Sempra Energy (SRE) | 0.1 | $434k | 4.9k | 88.29 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $433k | 1.7k | 257.23 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $425k | NEW | 1.4k | 302.11 |
|
| Visa Com Cl A (V) | 0.1 | $422k | 1.2k | 350.84 |
|
|
| Spdr Series Trust State Street Spd (SPTS) | 0.1 | $401k | NEW | 14k | 29.28 |
|
| PPL Corporation (PPL) | 0.1 | $395k | 11k | 35.02 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $376k | NEW | 1.7k | 224.72 |
|
| Ishares Tr Us Br Del Se Etf (IAI) | 0.1 | $366k | NEW | 2.0k | 179.40 |
|
| Shell Spon Ads (SHEL) | 0.1 | $366k | -5% | 5.0k | 73.48 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $359k | NEW | 1.3k | 279.14 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $352k | -5% | 617.00 | 570.88 |
|
| Pfizer (PFE) | 0.1 | $347k | -7% | 14k | 24.90 |
|
| Ge Aerospace Com New (GE) | 0.1 | $339k | 1.1k | 308.03 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $338k | 11k | 29.61 |
|
|
| Boeing Company (BA) | 0.1 | $332k | NEW | 1.5k | 217.12 |
|
| AFLAC Incorporated (AFL) | 0.1 | $313k | 2.8k | 110.27 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $304k | NEW | 8.0k | 38.11 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $302k | 530.00 | 570.21 |
|
|
| Ubiquiti (UI) | 0.1 | $291k | 525.00 | 553.35 |
|
|
| At&t (T) | 0.1 | $280k | -2% | 11k | 24.84 |
|
| Chevron Corporation (CVX) | 0.1 | $272k | 1.8k | 152.42 |
|
|
| ConocoPhillips (COP) | 0.1 | $263k | 2.8k | 93.61 |
|
|
| Fundx Invt Tr Fundx Etf (XCOR) | 0.1 | $262k | 3.3k | 80.33 |
|
|
| PNC Financial Services (PNC) | 0.1 | $261k | 1.3k | 208.73 |
|
|
| Dell Technologies CL C (DELL) | 0.1 | $251k | 2.0k | 125.85 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $250k | 1.7k | 143.32 |
|
|
| Honeywell International (HON) | 0.1 | $245k | 1.3k | 195.09 |
|
|
| Kohl's Corporation (KSS) | 0.1 | $232k | -21% | 11k | 20.41 |
|
| Myriad Genetics (MYGN) | 0.1 | $231k | -4% | 38k | 6.15 |
|
| Travelers Companies (TRV) | 0.1 | $226k | 778.00 | 289.97 |
|
|
| Caterpillar (CAT) | 0.1 | $224k | NEW | 392.00 | 572.30 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.1 | $224k | NEW | 2.0k | 109.66 |
|
| Allstate Corporation (ALL) | 0.1 | $219k | 1.1k | 208.15 |
|
|
| General Motors Company (GM) | 0.1 | $214k | NEW | 2.6k | 81.32 |
|
| Verizon Communications (VZ) | 0.1 | $212k | 5.2k | 40.73 |
|
|
| Walt Disney Company (DIS) | 0.1 | $207k | 1.8k | 113.77 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $200k | NEW | 8.3k | 24.04 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $124k | 19k | 6.47 |
|
|
| Beyond Meat (BYND) | 0.0 | $8.2k | NEW | 10k | 0.82 |
|
Past Filings by AIMZ Investment Advisors
SEC 13F filings are viewable for AIMZ Investment Advisors going back to 2014
- AIMZ Investment Advisors 2025 Q4 filed Feb. 17, 2026
- AIMZ Investment Advisors 2025 Q3 filed Nov. 12, 2025
- AIMZ Investment Advisors 2025 Q2 filed Aug. 12, 2025
- AIMZ Investment Advisors 2025 Q1 filed May 14, 2025
- AIMZ Investment Advisors 2024 Q4 filed Feb. 5, 2025
- AIMZ Investment Advisors 2024 Q3 filed Nov. 13, 2024
- AIMZ Investment Advisors 2024 Q1 filed May 10, 2024
- AIMZ Investment Advisors 2023 Q4 filed Jan. 29, 2024
- AIMZ Investment Advisors 2023 Q3 filed Nov. 14, 2023
- AIMZ Investment Advisors 2023 Q2 filed Aug. 9, 2023
- AIMZ Investment Advisors 2023 Q1 filed May 16, 2023
- AIMZ Investment Advisors 2022 Q4 filed Feb. 10, 2023
- AIMZ Investment Advisors 2022 Q3 filed Nov. 15, 2022
- AIMZ Investment Advisors 2022 Q2 filed Aug. 2, 2022
- AIMZ Investment Advisors 2022 Q1 filed May 6, 2022
- AIMZ Investment Advisors 2021 Q4 filed Feb. 9, 2022