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CIK: 0001630365
Total reported value
$363.5M
$363.5M
124 檔
19.4%
At the close of Q3 2024, AIMZ Investment Advisors, LLC disclosed equity holdings valued at approximately $363.5M, spread across 124 reported holdings.
In Q3 2024, AIMZ Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 62 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, META, MSFT) accounted for 19.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
PLTR
市值: $264.1K
Top Position Liquidated / Trimmed
ELV
前期市值: $210.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.02% | +0.03% | -0.44% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.72% | -0.54% | -5.40% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.29% | -0.34% | -1.17% | |
| 4 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 3.56% | -0.64% | -0.75% | |
| 5 | QCOM | Qualcomm Inc | Stock-Tech | 3.43% | +0.61% | -0.71% | |
| 6 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 3.38% | -0.03% | -0.96% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.94% | +0.23% | — | |
| 8 | NTAP | Netapp Inc | Stock-Tech | 2.50% | +0.60% | -0.54% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.44% | +0.37% | +0.07% | |
| 10 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 2.36% | -0.38% | -2.26% | |
| 11 | CTAS | Cintas CORP | Stock-Industrials | 1.94% | -0.13% | +284.66% | |
| 12 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.93% | -0.51% | -0.56% | |
| 13 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.75% | +0.17% | +0.10% | |
| 14 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.75% | — | +0.64% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.71% | -0.11% | -0.46% | |
| 16 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.62% | — | -0.17% | |
| 17 | INCY | Incyte CORP | Stock-Healthcare | 1.58% | +0.14% | -0.01% | |
| 18 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.58% | -0.19% | +0.84% | |
| 19 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.55% | — | -1.05% | |
| 20 | EPAM | Epam Systems Inc | Stock-Tech | 1.54% | -0.44% | +0.11% | |
| 21 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.48% | -0.12% | -0.27% | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 1.47% | -0.11% | -1.29% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 1.42% | +0.04% | +0.33% | |
| 24 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 1.40% | -0.01% | -0.74% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.37% | -0.34% | -1.04% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 1.30% | +0.54% | +0.20% | |
| 27 | SYK | Stryker CORP | Stock-Healthcare | 1.16% | -0.14% | -2.23% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.14% | -0.28% | -0.54% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.12% | +0.46% | -0.25% | |
| 30 | CI | THE Cigna Group | Stock-Healthcare | 1.12% | -0.06% | -0.41% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 1.07% | +0.02% | -1.38% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.05% | -0.14% | -3.58% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.04% | -0.04% | +0.28% | |
| 34 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.94% | -0.15% | -0.32% | |
| 35 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.86% | -0.16% | -0.76% | |
| 36 | DLB | Dolby Laboratories Inc-cl A | Stock-Industrials | 0.85% | -0.12% | +0.01% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.84% | -0.07% | -2.53% | |
| 38 | ADI | Analog Devices Inc | Stock-Tech | 0.82% | +0.01% | -3.68% | |
| 39 | ITW | Illinois Tool Works | Stock-Industrials | 0.81% | -0.06% | -1.62% | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.81% | -0.09% | -3.09% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.10% | +3.75% | |
| 42 | EEFT | Euronet Worldwide Inc | Stock-Tech | 0.78% | -0.02% | — | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.75% | -0.14% | -1.15% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.66% | -0.11% | -1.28% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.65% | — | +0.01% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | -0.02% | -3.19% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.63% | -0.07% | -2.11% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.61% | -0.03% | -2.52% | |
| 49 | BEN | Franklin Resources Inc | Stock-Financials | 0.61% | +0.13% | -0.53% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | -0.01% | -2.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | -0.44% | Trim |
| 2 | PYPL | Paypal Holdings Inc | +0.3% | -0.27% | Trim |
| 3 | GILD | Gilead Sciences Inc | +0.3% | -0.56% | Trim |
| 4 | CHRW | C.h. Robinson Worldwide Inc | +0.3% | -0.17% | Trim |
| 5 | IBM | Intl Business Machines CORP | +0.3% | +0.33% | Add |
| 6 | INFY | Infosys Ltd-sp Adr | +0.2% | -2.26% | Trim |
| 7 | CHKP | Check Point Software Technologies Ltd. | +0.2% | +0.84% | Add |
| 8 | WMT | Walmart Inc | +0.2% | -1.04% | Trim |
| 9 | CTAS | Cintas CORP | +0.1% | +284.66% | Add |
| 10 | BMY | Bristol-myers Squibb Co | +0.1% | -0.32% | Trim |
| 11 | META | Meta Platforms Inc-class A | +0.1% | -5.40% | Trim |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.46% | Trim |
| 13 | LOW | Lowe's Cos Inc | +0.1% | -3.58% | Trim |
| 14 | SBUX | Starbucks CORP | +0.1% | +0.01% | Add |
| 15 | UNH | Unitedhealth Group Inc | +0.1% | -0.25% | Trim |
| 16 | ORCL | Oracle CORP | +0.1% | -2.53% | Trim |
| 17 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +0.20% | Add |
| 19 | ABBV | Abbvie Inc | +0.1% | -1.38% | Trim |
| 20 | PNC | Pnc Financial Services Group | +0.1% | NEW | New buy |
| 21 | TTD | Trade Desk Inc/the -class A | +0.1% | NEW | New buy |
| 22 | ALL | Allstate CORP | +0.1% | NEW | New buy |
| 23 | HDV | Ishares Core High Dividend E | +0.1% | NEW | New buy |
| 24 | MET | Metlife Inc | +0.1% | NEW | New buy |
| 25 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 26 | INCY | Incyte CORP | +0.1% | -0.01% | Trim |
| 27 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | -0.74% | Trim |
| 28 | JNJ | Johnson & Johnson | +0.1% | +3.75% | Add |
| 29 | NFLX | Netflix Inc | +0.1% | +14.65% | Add |
| 30 | CPRI | Capri Holdings Limited | +0.1% | -0.41% | Trim |
| 31 | HD | Home Depot Inc | +0.1% | -3.19% | Trim |
| 32 | SPGI | S&p Global Inc | +0.1% | — | Unchanged |
| 33 | MDT | Medtronic plc | 0% | -0.79% | Trim |
| 34 | TDY | Teledyne Technologies Inc | 0% | -0.76% | Trim |
| 35 | MMM | 3m Co | 0% | — | Unchanged |
| 36 | HLN | Haleon Plc-adr | 0% | -3.51% | Trim |
| 37 | WAL | Western Alliance Bancorp | 0% | -0.90% | Trim |
| 38 | ITW | Illinois Tool Works | 0% | -1.62% | Trim |
| 39 | VOE | Vanguard Mid-cap Value ETF | 0% | -3.09% | Trim |
| 40 | KO | Coca-cola Co/the | 0% | -2.52% | Trim |
| 41 | DOX | Amdocs Limited | 0% | -0.53% | Trim |
| 42 | TSLA | Tesla Inc | 0% | -9.35% | Trim |
| 43 | JPM | Jpmorgan Chase & Co | 0% | +17.37% | Add |
| 44 | EBAY | Ebay Inc | 0% | +0.02% | Add |
| 45 | EPAM | Epam Systems Inc | 0% | +0.11% | Add |
| 46 | ABT | Abbott Laboratories | 0% | -1.28% | Trim |
| 47 | MYGN | Myriad Genetics Inc | 0% | -0.51% | Trim |
| 48 | NVS | Novartis Ag-sponsored Adr | 0% | -0.74% | Trim |
| 49 | BAC | Bank Of America CORP | 0% | +13.82% | Add |
| 50 | ADP | Automatic Data Processing | 0% | — | Unchanged |
According to official SEC Form 13F filings, AIMZ Investment Advisors, LLC reported a total U.S. public equity portfolio value of $363.5M across 124 disclosed positions in Q3 2024.
During Q3 2024, AIMZ Investment Advisors, LLC's top holdings by market value included AAPL (7.0%)、META (5.7%)、MSFT (4.3%). The largest single position, AAPL, represented 7.0% of total portfolio value.
In Q3 2024, AIMZ Investment Advisors, LLC made 98 total portfolio adjustments, initiating 7 new buys, adding to 27 positions, trimming 62 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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