13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001630365
Total reported value
$363.5M
$363.5M
125 檔
17.9%
According to the latest 13F quarterly dataset, AIMZ Investment Advisors, LLC managed an equity portfolio of $363.5M at the end of Q1 2025, spanning 125 distinct U.S. exchange-listed positions.
In Q1 2025, AIMZ Investment Advisors, LLC displayed an active expansion posture, initiating 125 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.69% | +0.03% | -0.14% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.51% | -0.54% | -4.40% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.84% | -0.34% | +1.77% | |
| 4 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 3.55% | -0.03% | -0.75% | |
| 5 | QCOM | Qualcomm Inc | Stock-Tech | 3.15% | +0.61% | -0.28% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.62% | +0.23% | -4.24% | |
| 7 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.60% | -0.51% | -0.77% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.32% | +0.37% | -0.38% | |
| 9 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 2.18% | -0.64% | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.01% | -0.11% | -0.77% | |
| 11 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 1.96% | -0.38% | — | |
| 12 | CTAS | Cintas CORP | Stock-Industrials | 1.91% | -0.13% | -1.81% | |
| 13 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.87% | -0.19% | -0.84% | |
| 14 | NTAP | Netapp Inc | Stock-Tech | 1.79% | +0.60% | -0.12% | |
| 15 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.63% | — | -0.17% | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 1.61% | +0.04% | -0.19% | |
| 17 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.59% | +0.17% | +7.90% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 1.53% | +0.54% | +0.75% | |
| 19 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.52% | — | -0.24% | |
| 20 | ADBE | Adobe Inc | Stock-Tech | 1.52% | -0.28% | +82.93% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.51% | -0.34% | -0.10% | |
| 22 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.48% | — | -0.31% | |
| 23 | INCY | Incyte CORP | Stock-Healthcare | 1.46% | +0.14% | -0.66% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 1.44% | -0.11% | +0.02% | |
| 25 | EPAM | Epam Systems Inc | Stock-Tech | 1.32% | -0.44% | -0.77% | |
| 26 | GLOB | Globant S.A. | Stock-Tech | 1.26% | -0.16% | — | |
| 27 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.25% | -0.12% | -0.10% | |
| 28 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 1.21% | -0.01% | -0.27% | |
| 29 | SYK | Stryker CORP | Stock-Healthcare | 1.19% | -0.14% | -1.65% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 1.15% | +0.02% | -0.29% | |
| 31 | GMAB | Genmab A/s -sp Adr | Stock-Other | 1.15% | -0.11% | -0.67% | |
| 32 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.13% | -0.15% | -0.32% | |
| 33 | CI | THE Cigna Group | Stock-Healthcare | 1.09% | -0.06% | — | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.02% | +0.46% | +0.85% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.95% | -0.14% | +3.72% | |
| 36 | DLB | Dolby Laboratories Inc-cl A | Stock-Industrials | 0.90% | -0.12% | -0.30% | |
| 37 | EEFT | Euronet Worldwide Inc | Stock-Tech | 0.85% | -0.02% | -0.33% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.84% | -0.09% | +6.05% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.10% | +3.54% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.84% | -0.04% | +1.12% | |
| 41 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.84% | -0.16% | -0.43% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | -0.07% | +101.15% | |
| 43 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 0.80% | -0.03% | -0.27% | |
| 44 | ITW | Illinois Tool Works | Stock-Industrials | 0.78% | -0.06% | +0.01% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.77% | -0.11% | -0.58% | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.73% | +0.01% | +0.02% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.71% | -0.07% | +2.46% | |
| 48 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.70% | -0.01% | -0.30% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.69% | -0.07% | +7.77% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.68% | -0.14% | +1.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 5 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 6 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 7 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 9 | REGN | Regeneron Pharmaceuticals | — | NEW | New buy |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 11 | INFY | Infosys Ltd-sp Adr | — | NEW | New buy |
| 12 | CTAS | Cintas CORP | — | NEW | New buy |
| 13 | CHKP | Check Point Software Technologies Ltd. | — | NEW | New buy |
| 14 | NTAP | Netapp Inc | — | NEW | New buy |
| 15 | EXPD | Expeditors Intl Wash Inc | — | NEW | New buy |
| 16 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 17 | TROW | T Rowe Price Group Inc | — | NEW | New buy |
| 18 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 19 | CHRW | C.h. Robinson Worldwide Inc | — | NEW | New buy |
| 20 | ADBE | Adobe Inc | — | NEW | New buy |
| 21 | WMT | Walmart Inc | — | NEW | New buy |
| 22 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | New buy |
| 23 | INCY | Incyte CORP | — | NEW | New buy |
| 24 | AMGN | Amgen Inc | — | NEW | New buy |
| 25 | EPAM | Epam Systems Inc | — | NEW | New buy |
| 26 | GLOB | Globant S.A. | — | NEW | New buy |
| 27 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 28 | TEVA | Teva Pharmaceutical-sp Adr | — | NEW | New buy |
| 29 | SYK | Stryker CORP | — | NEW | New buy |
| 30 | ABBV | Abbvie Inc | — | NEW | New buy |
| 31 | GMAB | Genmab A/s -sp Adr | — | NEW | New buy |
| 32 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 33 | CI | THE Cigna Group | — | NEW | New buy |
| 34 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 35 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 36 | DLB | Dolby Laboratories Inc-cl A | — | NEW | New buy |
| 37 | EEFT | Euronet Worldwide Inc | — | NEW | New buy |
| 38 | VOE | Vanguard Mid-cap Value ETF | — | NEW | New buy |
| 39 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 40 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 41 | GSK | Gsk Plc-spon Adr | — | NEW | New buy |
| 42 | NVDA | Nvidia CORP | — | NEW | New buy |
| 43 | URBN | Urban Outfitters Inc | — | NEW | New buy |
| 44 | ITW | Illinois Tool Works | — | NEW | New buy |
| 45 | ABT | Abbott Laboratories | — | NEW | New buy |
| 46 | ADI | Analog Devices Inc | — | NEW | New buy |
| 47 | ORCL | Oracle CORP | — | NEW | New buy |
| 48 | TDY | Teledyne Technologies Inc | — | NEW | New buy |
| 49 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 50 | PEP | Pepsico Inc | — | NEW | New buy |
According to official SEC Form 13F filings, AIMZ Investment Advisors, LLC reported a total U.S. public equity portfolio value of $363.5M across 125 disclosed positions in Q1 2025.
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 17.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $19.2M
During Q1 2025, AIMZ Investment Advisors, LLC's top holdings by market value included AAPL (6.7%)、META (5.5%)、MSFT (3.8%). The largest single position, AAPL, represented 6.7% of total portfolio value.
In Q1 2025, AIMZ Investment Advisors, LLC made 125 total portfolio adjustments, initiating 125 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.