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CIK: 0001630365
Total reported value
$363.5M
$363.5M
124 檔
19.0%
As reported in its official Q4 2024 Form 13F filing, AIMZ Investment Advisors, LLC's tracked investment portfolio stood at $363.5M with 124 total positions.
In Q4 2024, AIMZ Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 75 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.51% | +0.03% | -2.14% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.82% | -0.54% | -2.32% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.22% | -0.34% | -1.27% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.32% | +0.23% | -2.33% | |
| 5 | QCOM | Qualcomm Inc | Stock-Tech | 3.14% | +0.61% | -0.33% | |
| 6 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.95% | -0.03% | -0.71% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.84% | +0.37% | +0.01% | |
| 8 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 2.44% | -0.64% | -0.56% | |
| 9 | NTAP | Netapp Inc | Stock-Tech | 2.35% | +0.60% | -1.65% | |
| 10 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 2.34% | -0.38% | -1.11% | |
| 11 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.15% | -0.51% | -0.72% | |
| 12 | EPAM | Epam Systems Inc | Stock-Tech | 1.84% | -0.44% | -0.09% | |
| 13 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.81% | +0.17% | -2.34% | |
| 14 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 1.73% | -0.01% | -0.46% | |
| 15 | CTAS | Cintas CORP | Stock-Industrials | 1.72% | -0.13% | -1.81% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.71% | -0.11% | — | |
| 17 | INCY | Incyte CORP | Stock-Healthcare | 1.66% | +0.14% | -0.64% | |
| 18 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.63% | -0.12% | -1.08% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.54% | -0.34% | -1.26% | |
| 20 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.54% | -0.19% | -0.84% | |
| 21 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.53% | — | -0.86% | |
| 22 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.50% | — | -0.38% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 1.45% | +0.54% | -1.72% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.42% | +0.04% | -1.05% | |
| 25 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.32% | — | -0.55% | |
| 26 | GMAB | Genmab A/s -sp Adr | Stock-Other | 1.22% | -0.11% | — | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 1.20% | -0.11% | -1.11% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 1.16% | -0.14% | -1.49% | |
| 29 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.04% | -0.15% | -0.27% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.97% | +0.02% | -0.61% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.97% | +0.46% | -1.78% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.97% | -0.14% | -0.72% | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 0.96% | -0.28% | -3.88% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.92% | -0.04% | -0.74% | |
| 35 | CI | THE Cigna Group | Stock-Healthcare | 0.91% | -0.06% | +0.29% | |
| 36 | DLB | Dolby Laboratories Inc-cl A | Stock-Industrials | 0.87% | -0.12% | -0.92% | |
| 37 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 0.84% | -0.03% | -0.79% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.82% | -0.07% | -1.39% | |
| 39 | EEFT | Euronet Worldwide Inc | Stock-Tech | 0.82% | -0.02% | — | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.80% | -0.09% | +0.90% | |
| 41 | ITW | Illinois Tool Works | Stock-Industrials | 0.79% | -0.06% | -1.08% | |
| 42 | ADI | Analog Devices Inc | Stock-Tech | 0.76% | +0.01% | -0.95% | |
| 43 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.73% | -0.16% | +1.08% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.10% | -0.70% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.68% | -0.14% | -0.77% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.66% | -0.11% | -0.59% | |
| 47 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.65% | -0.01% | -0.42% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.64% | -0.22% | -1.89% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.63% | -0.07% | -1.04% | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.62% | — | -0.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GMAB | Genmab A/s -sp Adr | +1.2% | NEW | New buy |
| 2 | AAPL | Apple Inc | +0.5% | -2.14% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.01% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | -2.33% | Trim |
| 5 | TEVA | Teva Pharmaceutical-sp Adr | +0.3% | -0.46% | Trim |
| 6 | EPAM | Epam Systems Inc | +0.3% | -0.09% | Trim |
| 7 | URBN | Urban Outfitters Inc | +0.3% | -0.79% | Trim |
| 8 | GILD | Gilead Sciences Inc | +0.2% | -0.72% | Trim |
| 9 | WMT | Walmart Inc | +0.2% | -1.26% | Trim |
| 10 | CSCO | Cisco Systems Inc | +0.2% | -1.72% | Trim |
| 11 | PYPL | Paypal Holdings Inc | +0.2% | -1.08% | Trim |
| 12 | NFLX | Netflix Inc | +0.1% | -1.89% | Trim |
| 13 | PRLB | Proto Labs Inc | +0.1% | -8.44% | Trim |
| 14 | PLTR | Palantir Technologies Inc-a | +0.1% | — | Unchanged |
| 15 | BMY | Bristol-myers Squibb Co | +0.1% | -0.27% | Trim |
| 16 | META | Meta Platforms Inc-class A | +0.1% | -2.32% | Trim |
| 17 | MRVL | Marvell Technology Inc | +0.1% | -5.92% | Trim |
| 18 | TSLA | Tesla Inc | +0.1% | -17.45% | Trim |
| 19 | EMR | Emerson Electric Co | +0.1% | -0.68% | Trim |
| 20 | INCY | Incyte CORP | +0.1% | -0.64% | Trim |
| 21 | S9Q | Spirit Aerosystems Hold-cl A | +0.1% | NEW | New buy |
| 22 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 23 | HIPO | Hippo Holdings Inc | +0.1% | — | Unchanged |
| 24 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 25 | NVDA | Nvidia CORP | +0.1% | +2.57% | Add |
| 26 | WFC | Wells Fargo & Co | +0.1% | -0.72% | Trim |
| 27 | TROW | T Rowe Price Group Inc | +0.1% | -2.34% | Trim |
| 28 | VUG | Vanguard Growth ETF | 0% | +21.51% | Add |
| 29 | TDY | Teledyne Technologies Inc | 0% | -0.42% | Trim |
| 30 | EEFT | Euronet Worldwide Inc | 0% | — | Unchanged |
| 31 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 32 | WIT | Wipro Ltd-adr | 0% | +97.49% | Add |
| 33 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 34 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 35 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 36 | DLTR | Dollar Tree Inc | 0% | — | Unchanged |
| 37 | DLB | Dolby Laboratories Inc-cl A | 0% | -0.92% | Trim |
| 38 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 39 | ADP | Automatic Data Processing | 0% | — | Unchanged |
| 40 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 41 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 42 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 43 | SRE | Sempra | 0% | — | Unchanged |
| 44 | TTD | Trade Desk Inc/the -class A | 0% | — | Unchanged |
| 45 | GPN | Global Payments Inc | 0% | -5.82% | Trim |
| 46 | T | At&t Inc | 0% | -2.40% | Trim |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 48 | IBM | Intl Business Machines CORP | — | -1.05% | Trim |
| 49 | SYK | Stryker CORP | — | -1.49% | Trim |
| 50 | VYM | Vanguard High Dvd Yield ETF | — | -1.04% | Trim |
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 Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, META, MSFT) accounted for 19.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
GMAB
市值: $3.5M
Top Position Liquidated / Trimmed
VZ
前期市值: $222.7K
During Q4 2024, AIMZ Investment Advisors, LLC's top holdings by market value included AAPL (7.5%)、META (5.8%)、MSFT (4.2%). The largest single position, AAPL, represented 7.5% of total portfolio value.
In Q4 2024, AIMZ Investment Advisors, LLC made 92 total portfolio adjustments, initiating 3 new buys, adding to 11 positions, trimming 75 holdings, and fully liquidating 3 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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