AIMZ Investment Advisors
Latest statistics and disclosures from AIMZ Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, META, GOOG, MSFT, and represent 21.75% of AIMZ Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: ZTS, KLAC, JKHY, S&p Global, VUG, MU, GLW, PANW, TXN, SITM.
- Started 17 new stock positions in S&p Global, SOXL, TSM, JKHY, IJR, URI, PANW, GM, EMXC, ZTS. SITM, GLW, SCHF, TXN, MET, LUV, MU.
- Reduced shares in these 10 stocks: SPGI, GOOG, ADI, NVDA, Honeywell International, AAPL, ALL, VOE, GOOGL, URBN.
- Sold out of its positions in ALL, Honeywell International, SPGI.
- AIMZ Investment Advisors was a net buyer of stock by $9.9M.
- AIMZ Investment Advisors has $364M in assets under management (AUM), dropping by 12.31%.
- Central Index Key (CIK): 0001630365
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Portfolio Holdings for AIMZ Investment Advisors
AIMZ Investment Advisors holds 153 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.1 | $26M | 90k | 289.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $15M | 42k | 357.37 |
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| Meta Platforms Cl A (META) | 3.9 | $14M | 25k | 563.29 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.7 | $14M | -3% | 39k | 353.33 |
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| Microsoft Corporation (MSFT) | 2.9 | $10M | 28k | 373.03 |
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| Qualcomm (QCOM) | 2.8 | $10M | 56k | 184.79 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 2.7 | $9.9M | 20k | 496.73 |
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| NetApp (NTAP) | 2.3 | $8.5M | 55k | 154.76 |
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| Gilead Sciences (GILD) | 2.1 | $7.7M | 61k | 126.34 |
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| Cisco Systems (CSCO) | 2.1 | $7.7M | 66k | 117.46 |
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| C H Robinson Worldwide In Com New (CHRW) | 2.1 | $7.6M | 40k | 188.34 |
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| Incyte Corporation (INCY) | 2.0 | $7.4M | 65k | 113.36 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 2.0 | $7.2M | 213k | 33.88 |
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| UnitedHealth (UNH) | 1.7 | $6.3M | 15k | 415.63 |
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| Expeditors International of Washington (EXPD) | 1.7 | $6.0M | 37k | 162.98 |
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| Regeneron Pharmaceuticals (REGN) | 1.6 | $5.9M | 9.5k | 623.54 |
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| T. Rowe Price (TROW) | 1.5 | $5.5M | 48k | 113.69 |
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| Wal-Mart Stores (WMT) | 1.4 | $5.2M | 46k | 113.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $5.2M | 10k | 500.39 |
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| Astrazeneca Ord (AZN) | 1.4 | $5.2M | 27k | 189.55 |
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| International Business Machines (IBM) | 1.4 | $5.0M | 18k | 281.21 |
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| Amgen (AMGN) | 1.3 | $4.7M | 13k | 362.13 |
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| Euronet Worldwide (EEFT) | 1.2 | $4.5M | 62k | 73.19 |
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| Genmab A/s Sponsored Ads (GMAB) | 1.2 | $4.4M | 161k | 27.47 |
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| Cintas Corporation (CTAS) | 1.2 | $4.2M | 25k | 170.08 |
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| Intel Corporation (INTC) | 1.1 | $4.0M | 29k | 139.63 |
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| NVIDIA Corporation (NVDA) | 1.1 | $4.0M | -7% | 20k | 200.09 |
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| Abbvie (ABBV) | 1.1 | $3.9M | 15k | 251.63 |
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| Johnson & Johnson (JNJ) | 1.0 | $3.5M | 14k | 253.96 |
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| Zoetis Cl A (ZTS) | 1.0 | $3.5M | NEW | 49k | 71.86 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.9 | $3.4M | -4% | 17k | 197.60 |
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| Nice Sponsored Adr (NICE) | 0.9 | $3.3M | -2% | 36k | 90.85 |
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| Merck & Co (MRK) | 0.9 | $3.3M | 26k | 128.50 |
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| Proto Labs (PRLB) | 0.9 | $3.2M | 39k | 81.51 |
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| Adobe Systems Incorporated (ADBE) | 0.9 | $3.1M | 15k | 205.02 |
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| Analog Devices (ADI) | 0.9 | $3.1M | -9% | 7.8k | 397.19 |
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| GSK Sponsored Adr (GSK) | 0.9 | $3.1M | 59k | 52.42 |
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| Infosys Sponsored Adr (INFY) | 0.8 | $3.1M | 294k | 10.49 |
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| Bristol Myers Squibb (BMY) | 0.8 | $3.0M | 53k | 57.62 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.8 | $3.0M | 23k | 131.43 |
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| Kla Corp Com New (KLAC) | 0.8 | $3.0M | +900% | 9.8k | 301.71 |
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| Vanguard Index Fds Value Etf (VTV) | 0.8 | $2.9M | 14k | 217.92 |
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| Stryker Corporation (SYK) | 0.8 | $2.8M | 9.0k | 314.83 |
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| Urban Outfitters (URBN) | 0.8 | $2.8M | -3% | 39k | 70.86 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $2.7M | 12k | 236.62 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $2.7M | -3% | 17k | 158.03 |
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| Cigna Corp (CI) | 0.7 | $2.5M | 9.2k | 275.68 |
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| Teledyne Technologies Incorporated (TDY) | 0.7 | $2.5M | 3.8k | 666.90 |
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| Lowe's Companies (LOW) | 0.7 | $2.5M | 11k | 220.49 |
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| Franklin Resources (BEN) | 0.7 | $2.5M | 75k | 33.27 |
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| Illinois Tool Works (ITW) | 0.7 | $2.4M | 8.9k | 270.46 |
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| Jack Henry & Associates (JKHY) | 0.7 | $2.4M | NEW | 17k | 137.74 |
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| Vanguard World Health Car Etf (VHT) | 0.6 | $2.3M | 7.8k | 299.00 |
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| Paypal Holdings (PYPL) | 0.6 | $2.3M | 53k | 43.18 |
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| Marvell Technology (MRVL) | 0.6 | $2.1M | 7.2k | 297.89 |
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| Novartis Sponsored Adr (NVS) | 0.6 | $2.1M | 13k | 156.72 |
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| Emerson Electric (EMR) | 0.6 | $2.0M | 14k | 143.15 |
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| FactSet Research Systems (FDS) | 0.6 | $2.0M | 8.8k | 230.08 |
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| Coca-Cola Company (KO) | 0.5 | $2.0M | 24k | 81.27 |
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| Oracle Corporation (ORCL) | 0.5 | $1.9M | 13k | 146.55 |
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| Starbucks Corporation (SBUX) | 0.5 | $1.8M | 18k | 102.19 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.8M | 13k | 136.72 |
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| Pepsi (PEP) | 0.5 | $1.7M | 13k | 135.40 |
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| Epam Systems (EPAM) | 0.5 | $1.7M | 21k | 79.35 |
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| Dolby Laboratories Com Cl A (DLB) | 0.5 | $1.7M | 32k | 52.58 |
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| Home Depot (HD) | 0.4 | $1.5M | 4.3k | 352.68 |
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| Netflix (NFLX) | 0.4 | $1.5M | -2% | 21k | 71.40 |
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| Abbott Laboratories (ABT) | 0.4 | $1.5M | 16k | 90.74 |
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| Amazon (AMZN) | 0.4 | $1.4M | 6.0k | 238.32 |
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| Medtronic SHS (MDT) | 0.4 | $1.4M | 18k | 78.23 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.4 | $1.4M | 25k | 54.03 |
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| Applied Materials (AMAT) | 0.4 | $1.3M | 1.8k | 723.00 |
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| Tesla Motors (TSLA) | 0.3 | $1.2M | 2.9k | 420.60 |
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| S&p Global Com Shs | 0.3 | $1.2M | NEW | 2.9k | 407.28 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.1M | +501% | 12k | 86.14 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $1.0M | 3.1k | 327.36 |
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| eBay (EBAY) | 0.3 | $977k | -2% | 8.7k | 111.75 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $922k | -3% | 11k | 83.75 |
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| Amdocs SHS (DOX) | 0.3 | $910k | 18k | 50.54 |
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| Wells Fargo & Company (WFC) | 0.2 | $896k | -2% | 11k | 82.64 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $876k | -7% | 1.4k | 640.75 |
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| Bank of America Corporation (BAC) | 0.2 | $875k | -6% | 15k | 56.98 |
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| Dell Technologies CL C (DELL) | 0.2 | $831k | -2% | 1.9k | 431.46 |
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| Eli Lilly & Co. (LLY) | 0.2 | $823k | +12% | 686.00 | 1199.96 |
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| Dollar Tree (DLTR) | 0.2 | $811k | 6.7k | 120.95 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.2 | $774k | 8.0k | 96.46 |
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| 3M Company (MMM) | 0.2 | $752k | 4.6k | 161.90 |
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| Micron Technology (MU) | 0.2 | $723k | NEW | 626.00 | 1154.29 |
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| Globant S A (GLOB) | 0.2 | $716k | -2% | 25k | 28.94 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $715k | 6.7k | 107.50 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $707k | 959.00 | 736.69 |
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| Costco Wholesale Corporation (COST) | 0.2 | $698k | 746.00 | 935.47 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $673k | 901.00 | 746.76 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.2 | $624k | 277k | 2.25 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $603k | 5.2k | 116.67 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.2 | $586k | 11k | 55.77 |
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| Hippo Hldgs Com New (HIPO) | 0.2 | $571k | 20k | 28.26 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $549k | 2.3k | 242.99 |
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| Broadcom (AVGO) | 0.1 | $534k | 1.4k | 377.75 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $492k | -4% | 1.3k | 365.70 |
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| Western Alliance Bancorporation (WAL) | 0.1 | $433k | 5.3k | 82.20 |
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| Haleon Spon Ads (HLN) | 0.1 | $433k | -10% | 46k | 9.33 |
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| Visa Com Cl A (V) | 0.1 | $431k | 1.3k | 343.21 |
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| Caterpillar (CAT) | 0.1 | $417k | 392.00 | 1063.83 |
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| McDonald's Corporation (MCD) | 0.1 | $413k | 1.5k | 270.31 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $412k | 1.0k | 397.68 |
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| Ge Aerospace Com New (GE) | 0.1 | $412k | 1.1k | 373.73 |
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| Sempra Energy (SRE) | 0.1 | $409k | -10% | 4.4k | 92.71 |
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| PPL Corporation (PPL) | 0.1 | $407k | 11k | 36.35 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $397k | 11k | 34.81 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $394k | 1.3k | 306.30 |
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| Shell Spon Ads (SHEL) | 0.1 | $390k | 5.0k | 77.54 |
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| Automatic Data Processing (ADP) | 0.1 | $380k | 1.7k | 223.95 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $375k | -7% | 1.3k | 285.67 |
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| Capri Holdings SHS (CPRI) | 0.1 | $367k | -3% | 20k | 18.57 |
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| Ishares Tr Us Br Del Se Etf (IAI) | 0.1 | $358k | 2.0k | 175.36 |
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| Corning Incorporated (GLW) | 0.1 | $358k | NEW | 1.4k | 255.43 |
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| Spdr Series Trust St Sho Treas Etf (SPTS) | 0.1 | $356k | -10% | 12k | 29.01 |
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| Palo Alto Networks (PANW) | 0.1 | $346k | NEW | 1.0k | 341.02 |
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| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.1 | $338k | 2.0k | 165.38 |
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| AFLAC Incorporated (AFL) | 0.1 | $332k | 2.8k | 117.25 |
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| Boeing Company (BA) | 0.1 | $331k | 1.5k | 216.47 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $329k | 8.0k | 41.25 |
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| Pfizer (PFE) | 0.1 | $323k | -3% | 13k | 24.08 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $317k | 617.00 | 513.59 |
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| PNC Financial Services (PNC) | 0.1 | $308k | 1.3k | 246.22 |
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| Chevron Corporation (CVX) | 0.1 | $299k | 1.8k | 165.80 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $296k | NEW | 993.00 | 298.07 |
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| ConocoPhillips (COP) | 0.1 | $292k | 2.8k | 103.96 |
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| Fundx Invt Tr Fundx Etf (XCOR) | 0.1 | $279k | -5% | 3.1k | 90.60 |
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| Procter & Gamble Company (PG) | 0.1 | $271k | +5% | 1.8k | 146.65 |
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| Ge Vernova (GEV) | 0.1 | $270k | 230.00 | 1174.86 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $270k | 530.00 | 509.31 |
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| Sitime Corp (SITM) | 0.1 | $268k | NEW | 360.00 | 745.56 |
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| Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL) | 0.1 | $267k | NEW | 1.0k | 266.71 |
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| United Rentals (URI) | 0.1 | $252k | NEW | 222.00 | 1132.89 |
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| Nokia Corp Sponsored Adr (NOK) | 0.1 | $238k | 18k | 13.28 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $235k | -13% | 3.1k | 75.80 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $233k | NEW | 488.00 | 477.57 |
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| Fifth Third Ban (FITB) | 0.1 | $233k | -19% | 4.1k | 56.37 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $229k | NEW | 2.2k | 102.30 |
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| Ubiquiti (UI) | 0.1 | $227k | -19% | 425.00 | 534.03 |
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| At&t (T) | 0.1 | $223k | 11k | 20.70 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $222k | NEW | 8.0k | 27.70 |
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| Verizon Communications (VZ) | 0.1 | $221k | 5.2k | 42.34 |
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| Southwest Airlines (LUV) | 0.1 | $219k | NEW | 4.3k | 51.42 |
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| Myriad Genetics (MYGN) | 0.1 | $206k | -3% | 36k | 5.71 |
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| MetLife (MET) | 0.1 | $205k | NEW | 2.4k | 84.61 |
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| NiSource (NI) | 0.1 | $205k | 4.3k | 47.55 |
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| General Motors Company (GM) | 0.1 | $202k | NEW | 2.6k | 77.08 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $201k | NEW | 1.4k | 148.34 |
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| Kohl's Corporation (KSS) | 0.1 | $184k | -4% | 10k | 17.72 |
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| Beyond Meat (BYND) | 0.0 | $7.5k | 10k | 0.75 |
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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 Q2 filed Aug. 14, 2026
- 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