AIMZ Investment Advisors
Latest statistics and disclosures from AIMZ Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, META, GOOGL, GOOG, MSFT, and represent 22.00% of AIMZ Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: AZN (+$5.4M), EEFT, FITB, GEV, NI, TSLA, AMZN, AVGO, LLY, FDS.
- Started 4 new stock positions in NI, AZN, FITB, GEV.
- Reduced shares in these 10 stocks: AstraZeneca (-$5.1M), GOOG, GOOGL, GILD, AAPL, DGRO, TRV, GM, DIS, SCHF.
- Sold out of its positions in AstraZeneca, DIS, GM, SCHF, TRV.
- AIMZ Investment Advisors was a net seller of stock by $-4.2M.
- AIMZ Investment Advisors has $324M in assets under management (AUM), dropping by -7.43%.
- Central Index Key (CIK): 0001630365
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Portfolio Holdings for AIMZ Investment Advisors
AIMZ Investment Advisors holds 139 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.1 | $23M | 91k | 253.79 |
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| Meta Platforms Cl A (META) | 4.4 | $14M | 25k | 572.13 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $12M | -2% | 42k | 287.56 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.5 | $11M | -8% | 40k | 286.86 |
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| Microsoft Corporation (MSFT) | 3.2 | $10M | 28k | 370.17 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 2.8 | $8.9M | 20k | 446.54 |
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| Gilead Sciences (GILD) | 2.6 | $8.5M | -3% | 61k | 139.37 |
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| Regeneron Pharmaceuticals (REGN) | 2.3 | $7.3M | 9.5k | 772.64 |
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| Qualcomm (QCOM) | 2.2 | $7.2M | 56k | 128.78 |
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| C H Robinson Worldwide In Com New (CHRW) | 2.1 | $6.7M | 41k | 166.07 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 2.0 | $6.5M | -2% | 215k | 30.12 |
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| Incyte Corporation (INCY) | 1.9 | $6.1M | 65k | 94.12 |
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| Wal-Mart Stores (WMT) | 1.8 | $5.7M | 46k | 124.28 |
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| NetApp (NTAP) | 1.7 | $5.6M | 55k | 102.39 |
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| Astrazeneca Ord (AZN) | 1.7 | $5.4M | NEW | 27k | 197.17 |
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| Expeditors International of Washington (EXPD) | 1.7 | $5.4M | 37k | 143.23 |
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| Cisco Systems (CSCO) | 1.6 | $5.1M | 66k | 77.59 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $5.0M | 10k | 479.20 |
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| Amgen (AMGN) | 1.4 | $4.5M | 13k | 351.84 |
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| T. Rowe Price (TROW) | 1.3 | $4.4M | 48k | 90.14 |
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| Genmab A/s Sponsored Ads (GMAB) | 1.3 | $4.3M | 161k | 26.83 |
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| International Business Machines (IBM) | 1.3 | $4.3M | 18k | 242.40 |
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| Cintas Corporation (CTAS) | 1.3 | $4.2M | -2% | 25k | 169.14 |
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| UnitedHealth (UNH) | 1.3 | $4.1M | 15k | 270.59 |
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| Nice Sponsored Adr (NICE) | 1.3 | $4.1M | -2% | 37k | 110.26 |
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| Euronet Worldwide (EEFT) | 1.3 | $4.1M | +111% | 61k | 66.37 |
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| Infosys Sponsored Adr (INFY) | 1.2 | $4.0M | -2% | 294k | 13.51 |
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| NVIDIA Corporation (NVDA) | 1.2 | $3.8M | 22k | 174.40 |
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| Adobe Systems Incorporated (ADBE) | 1.1 | $3.7M | 15k | 243.08 |
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| Johnson & Johnson (JNJ) | 1.1 | $3.5M | 14k | 244.43 |
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| Abbvie (ABBV) | 1.0 | $3.4M | 16k | 217.50 |
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| Check Point Software Tech Lt Ord (CHKP) | 1.0 | $3.3M | 23k | 142.85 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.0 | $3.3M | -3% | 18k | 184.28 |
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| GSK Sponsored Adr (GSK) | 1.0 | $3.3M | -2% | 59k | 55.19 |
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| Bristol Myers Squibb (BMY) | 1.0 | $3.2M | 53k | 60.65 |
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| Merck & Co (MRK) | 0.9 | $3.0M | 25k | 120.29 |
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| Stryker Corporation (SYK) | 0.9 | $3.0M | 9.0k | 328.60 |
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| Epam Systems (EPAM) | 0.9 | $2.9M | 22k | 135.40 |
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| Analog Devices (ADI) | 0.9 | $2.8M | -6% | 8.7k | 318.13 |
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| Lowe's Companies (LOW) | 0.8 | $2.7M | -2% | 11k | 236.27 |
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| Vanguard Index Fds Value Etf (VTV) | 0.8 | $2.6M | -6% | 14k | 196.19 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $2.6M | -4% | 18k | 148.10 |
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| Urban Outfitters (URBN) | 0.8 | $2.6M | -2% | 41k | 63.35 |
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| Cigna Corp (CI) | 0.8 | $2.5M | 9.3k | 266.75 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $2.5M | -4% | 12k | 215.07 |
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| Paypal Holdings (PYPL) | 0.7 | $2.4M | -3% | 53k | 45.23 |
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| Illinois Tool Works (ITW) | 0.7 | $2.3M | 8.9k | 260.29 |
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| Teledyne Technologies Incorporated (TDY) | 0.7 | $2.3M | -3% | 3.8k | 605.01 |
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| Proto Labs (PRLB) | 0.7 | $2.2M | -2% | 39k | 57.02 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $2.2M | 13k | 169.66 |
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| Vanguard World Health Car Etf (VHT) | 0.7 | $2.2M | -5% | 7.9k | 272.33 |
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| Netflix (NFLX) | 0.6 | $2.1M | 21k | 96.15 |
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| Novartis Sponsored Adr (NVS) | 0.6 | $2.0M | 13k | 152.75 |
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| Pepsi (PEP) | 0.6 | $2.0M | 13k | 155.29 |
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| Oracle Corporation (ORCL) | 0.6 | $1.9M | 13k | 147.11 |
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| FactSet Research Systems (FDS) | 0.6 | $1.9M | 8.8k | 216.99 |
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| Dolby Laboratories Com Cl A (DLB) | 0.6 | $1.9M | 32k | 60.06 |
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| Emerson Electric (EMR) | 0.6 | $1.9M | 14k | 131.02 |
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| Coca-Cola Company (KO) | 0.6 | $1.9M | 25k | 76.05 |
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| Franklin Resources (BEN) | 0.6 | $1.8M | 76k | 23.62 |
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| Abbott Laboratories (ABT) | 0.5 | $1.7M | 16k | 102.67 |
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| Starbucks Corporation (SBUX) | 0.5 | $1.6M | -2% | 18k | 89.59 |
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| Medtronic SHS (MDT) | 0.5 | $1.5M | 18k | 86.65 |
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| Kla Corp Com New (KLAC) | 0.4 | $1.4M | 981.00 | 1472.41 |
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| Home Depot (HD) | 0.4 | $1.4M | -4% | 4.3k | 328.89 |
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| Intel Corporation (INTC) | 0.4 | $1.3M | 29k | 44.13 |
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| Amazon (AMZN) | 0.4 | $1.3M | +3% | 6.0k | 208.25 |
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| S&p Global (SPGI) | 0.4 | $1.2M | 2.9k | 425.32 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.4 | $1.2M | 25k | 47.53 |
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| Amdocs SHS (DOX) | 0.4 | $1.2M | 18k | 65.26 |
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| Globant S A (GLOB) | 0.4 | $1.2M | 25k | 46.11 |
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| Tesla Motors (TSLA) | 0.3 | $1.1M | +3% | 2.9k | 371.75 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $925k | 3.1k | 294.19 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $890k | -2% | 2.0k | 436.70 |
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| Wells Fargo & Company (WFC) | 0.3 | $888k | 11k | 79.61 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $859k | 11k | 75.10 |
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| eBay (EBAY) | 0.3 | $814k | 8.9k | 91.02 |
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| Bank of America Corporation (BAC) | 0.2 | $798k | 16k | 48.75 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $755k | 5.2k | 146.28 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $744k | 8.0k | 92.74 |
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| Costco Wholesale Corporation (COST) | 0.2 | $743k | 746.00 | 996.43 |
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| Dollar Tree (DLTR) | 0.2 | $736k | 6.7k | 109.51 |
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| Marvell Technology (MRVL) | 0.2 | $708k | 7.1k | 99.05 |
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| 3M Company (MMM) | 0.2 | $674k | 4.6k | 145.22 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $654k | 6.7k | 98.38 |
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| Applied Materials (AMAT) | 0.2 | $621k | 1.8k | 341.79 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.2 | $588k | -3% | 277k | 2.12 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $586k | -2% | 901.00 | 650.01 |
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| Eli Lilly & Co. (LLY) | 0.2 | $562k | +4% | 611.00 | 920.23 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $554k | -2% | 959.00 | 577.41 |
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| Hippo Hldgs Com New (HIPO) | 0.2 | $527k | 20k | 26.06 |
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| Haleon Spon Ads (HLN) | 0.2 | $522k | -9% | 52k | 10.01 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $500k | 2.3k | 217.25 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $485k | -21% | 1.5k | 328.66 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $482k | 11k | 45.87 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $478k | +4% | 1.0k | 460.99 |
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| Sempra Energy (SRE) | 0.1 | $477k | 4.9k | 97.17 |
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| McDonald's Corporation (MCD) | 0.1 | $475k | -6% | 1.5k | 310.79 |
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| Shell Spon Ads (SHEL) | 0.1 | $463k | 5.0k | 93.00 |
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| Broadcom (AVGO) | 0.1 | $429k | +7% | 1.4k | 309.51 |
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| PPL Corporation (PPL) | 0.1 | $428k | 11k | 38.20 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $425k | 1.4k | 302.25 |
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| Ubiquiti (UI) | 0.1 | $415k | 525.00 | 790.29 |
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| Spdr Series Trust State Street Spd (SPTS) | 0.1 | $399k | 14k | 29.18 |
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| Pfizer (PFE) | 0.1 | $391k | 14k | 28.08 |
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| Visa Com Cl A (V) | 0.1 | $380k | +4% | 1.3k | 302.35 |
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| Western Alliance Bancorporation (WAL) | 0.1 | $373k | 5.3k | 70.85 |
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| Chevron Corporation (CVX) | 0.1 | $373k | 1.8k | 206.95 |
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| ConocoPhillips (COP) | 0.1 | $371k | 2.8k | 132.00 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $362k | 530.00 | 682.24 |
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| Capri Holdings SHS (CPRI) | 0.1 | $361k | -3% | 21k | 17.62 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $348k | 11k | 30.50 |
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| Automatic Data Processing (ADP) | 0.1 | $345k | 1.7k | 203.18 |
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| Ishares Tr Us Br Del Se Etf (IAI) | 0.1 | $335k | 2.0k | 164.21 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $331k | 1.3k | 257.35 |
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| Dell Technologies CL C (DELL) | 0.1 | $324k | 2.0k | 164.09 |
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| At&t (T) | 0.1 | $318k | -2% | 11k | 28.99 |
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| Ge Aerospace Com New (GE) | 0.1 | $313k | 1.1k | 283.77 |
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| AFLAC Incorporated (AFL) | 0.1 | $311k | 2.8k | 109.71 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $310k | 8.0k | 38.96 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $308k | 617.00 | 499.65 |
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| Boeing Company (BA) | 0.1 | $304k | 1.5k | 199.03 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $296k | -14% | 1.4k | 208.11 |
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| Honeywell International (HON) | 0.1 | $287k | 1.3k | 226.03 |
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| Caterpillar (CAT) | 0.1 | $277k | 392.00 | 707.75 |
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| Verizon Communications (VZ) | 0.1 | $262k | 5.2k | 50.20 |
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| PNC Financial Services (PNC) | 0.1 | $260k | 1.3k | 208.09 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $253k | -55% | 3.6k | 70.19 |
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| Procter & Gamble Company (PG) | 0.1 | $252k | 1.7k | 144.45 |
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| Fundx Invt Tr Fundx Etf (XCOR) | 0.1 | $250k | 3.3k | 76.65 |
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| Fifth Third Ban (FITB) | 0.1 | $238k | NEW | 5.1k | 46.46 |
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| Etf Ser Solutions Defiance Quantum (QTUM) | 0.1 | $219k | 2.0k | 107.30 |
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| Allstate Corporation (ALL) | 0.1 | $218k | 1.1k | 207.34 |
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| Ge Vernova (GEV) | 0.1 | $201k | NEW | 230.00 | 872.90 |
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| NiSource (NI) | 0.1 | $201k | NEW | 4.3k | 46.66 |
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| Myriad Genetics (MYGN) | 0.1 | $167k | 37k | 4.50 |
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| Nokia Corp Sponsored Adr (NOK) | 0.0 | $144k | -6% | 18k | 8.04 |
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| Kohl's Corporation (KSS) | 0.0 | $141k | -4% | 11k | 12.90 |
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| Beyond Meat (BYND) | 0.0 | $7.0k | 10k | 0.70 |
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Past Filings by AIMZ Investment Advisors
SEC 13F filings are viewable for AIMZ Investment Advisors going back to 2014
- AIMZ Investment Advisors 2026 Q1 filed May 15, 2026
- 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