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CIK: 0001630365
Total reported value
$363.5M
$363.5M
128 檔
21.0%
As reported in its official Q3 2025 Form 13F filing, AIMZ Investment Advisors, LLC's tracked investment portfolio stood at $363.5M with 128 total positions.
In Q3 2025, AIMZ Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 76 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 | 6.80% | +0.03% | -0.79% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.90% | -0.54% | -2.38% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.65% | -0.34% | -1.02% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.48% | +0.23% | -5.47% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.19% | +0.37% | -1.41% | |
| 6 | QCOM | Qualcomm Inc | Stock-Tech | 2.99% | +0.61% | -1.36% | |
| 7 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.50% | -0.03% | -1.76% | |
| 8 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.23% | -0.51% | -1.37% | |
| 9 | NTAP | Netapp Inc | Stock-Tech | 2.10% | +0.60% | -2.14% | |
| 10 | INCY | Incyte CORP | Stock-Healthcare | 1.78% | +0.14% | -1.79% | |
| 11 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.74% | — | -0.94% | |
| 12 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.72% | -0.64% | -1.27% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.67% | -0.11% | -0.61% | |
| 14 | CTAS | Cintas CORP | Stock-Industrials | 1.67% | -0.13% | -0.76% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.66% | +0.46% | +89.81% | |
| 16 | ADBE | Adobe Inc | Stock-Tech | 1.62% | -0.28% | -0.57% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 1.61% | +0.04% | -0.24% | |
| 18 | GMAB | Genmab A/s -sp Adr | Stock-Other | 1.58% | -0.11% | -0.83% | |
| 19 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.56% | +0.17% | -1.20% | |
| 20 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 1.56% | -0.38% | +0.02% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.53% | -0.34% | -0.09% | |
| 22 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.52% | -0.19% | — | |
| 23 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.48% | — | -0.13% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.48% | +0.54% | -1.84% | |
| 25 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 1.41% | -0.01% | -1.01% | |
| 26 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.35% | — | -1.87% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 1.21% | -0.07% | — | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 1.15% | -0.11% | -0.67% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 1.14% | +0.02% | -0.30% | |
| 30 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.12% | -0.12% | -1.57% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | -0.07% | -0.52% | |
| 32 | SYK | Stryker CORP | Stock-Healthcare | 1.06% | -0.14% | +0.01% | |
| 33 | EPAM | Epam Systems Inc | Stock-Tech | 1.05% | -0.44% | -1.05% | |
| 34 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 0.96% | -0.03% | -0.46% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.91% | -0.14% | -1.27% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.88% | -0.09% | +15.02% | |
| 37 | CI | THE Cigna Group | Stock-Healthcare | 0.85% | -0.06% | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.10% | -0.66% | |
| 39 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.83% | -0.16% | -1.05% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.78% | -0.22% | -0.48% | |
| 41 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.76% | -0.15% | +1.95% | |
| 42 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.74% | -0.01% | — | |
| 43 | ITW | Illinois Tool Works | Stock-Industrials | 0.73% | -0.06% | +0.02% | |
| 44 | DLB | Dolby Laboratories Inc-cl A | Stock-Industrials | 0.73% | -0.12% | +0.01% | |
| 45 | ADI | Analog Devices Inc | Stock-Tech | 0.72% | +0.01% | -5.83% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.70% | -0.01% | +24.85% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.70% | -0.11% | +0.01% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | -0.04% | -1.53% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.67% | -0.01% | +27.18% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.66% | -0.07% | +4.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -1.41% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.9% | -5.47% | Trim |
| 3 | MSFT | Microsoft CORP | +0.8% | -1.02% | Trim |
| 4 | UNH | Unitedhealth Group Inc | +0.6% | +89.81% | Add |
| 5 | ORCL | Oracle CORP | +0.5% | — | Trim |
| 6 | GMAB | Genmab A/s -sp Adr | +0.4% | -0.83% | Trim |
| 7 | META | Meta Platforms Inc-class A | +0.4% | -2.38% | Trim |
| 8 | INCY | Incyte CORP | +0.3% | -1.79% | Trim |
| 9 | NTAP | Netapp Inc | +0.3% | -2.14% | Trim |
| 10 | NVDA | Nvidia CORP | +0.3% | -0.52% | Trim |
| 11 | CHRW | C.h. Robinson Worldwide Inc | +0.2% | -0.94% | Trim |
| 12 | TEVA | Teva Pharmaceutical-sp Adr | +0.2% | -1.01% | Trim |
| 13 | VUG | Vanguard Growth ETF | +0.2% | +102.42% | Add |
| 14 | PLTR | Palantir Technologies Inc-a | +0.2% | — | Unchanged |
| 15 | URBN | Urban Outfitters Inc | +0.2% | -0.46% | Trim |
| 16 | TSLA | Tesla Inc | +0.1% | -4.14% | Trim |
| 17 | AAPL | Apple Inc | +0.1% | -0.79% | Trim |
| 18 | PRLB | Proto Labs Inc | +0.1% | -2.14% | Trim |
| 19 | ADBE | Adobe Inc | +0.1% | -0.57% | Add |
| 20 | NFLX | Netflix Inc | +0.1% | -0.48% | Trim |
| 21 | KLAC | Kla CORP | +0.1% | — | Unchanged |
| 22 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +27.18% | Add |
| 23 | VTV | Vanguard Value ETF | +0.1% | +24.85% | Add |
| 24 | INTC | Intel CORP | +0.1% | -4.41% | Trim |
| 25 | HIPO | Hippo Holdings Inc | +0.1% | — | Unchanged |
| 26 | AVGO | Broadcom Inc | +0.1% | — | Unchanged |
| 27 | EBAY | Ebay Inc | +0.1% | +0.01% | Add |
| 28 | VOE | Vanguard Mid-cap Value ETF | 0% | +15.02% | Add |
| 29 | TDY | Teledyne Technologies Inc | 0% | — | Trim |
| 30 | EMR | Emerson Electric Co | 0% | -0.16% | Trim |
| 31 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 32 | VHT | Vanguard Health Care ETF | 0% | +32.18% | Add |
| 33 | AMZN | Amazon.com Inc | 0% | -0.33% | Add |
| 34 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 35 | MRVL | Marvell Technology Inc | 0% | -2.52% | Trim |
| 36 | AMAT | Applied Materials Inc | 0% | -3.65% | Trim |
| 37 | KSS | Kohls CORP | 0% | -3.66% | Trim |
| 38 | WMT | Walmart Inc | 0% | -0.09% | Trim |
| 39 | BEN | Franklin Resources Inc | 0% | -3.06% | Trim |
| 40 | NVS | Novartis Ag-sponsored Adr | 0% | — | Trim |
| 41 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Add |
| 42 | DLTR | Dollar Tree Inc | 0% | -0.37% | Trim |
| 43 | GE | General Electric | 0% | — | Unchanged |
| 44 | SRE | Sempra | 0% | — | Unchanged |
| 45 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 46 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | 0% | — | Unchanged |
| 47 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 48 | XCOR | Fundx ETF | 0% | — | Unchanged |
| 49 | IBM | Intl Business Machines CORP | — | -0.24% | Trim |
| 50 | JNJ | Johnson & Johnson | — | -0.66% | 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 128 disclosed positions in Q3 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 21.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
UI
市值: $346.8K
Top Position Liquidated / Trimmed
WBA
前期市值: $473.9K
During Q3 2025, AIMZ Investment Advisors, LLC's top holdings by market value included AAPL (6.8%)、META (5.9%)、MSFT (4.7%). The largest single position, AAPL, represented 6.8% of total portfolio value.
In Q3 2025, AIMZ Investment Advisors, LLC made 97 total portfolio adjustments, initiating 6 new buys, adding to 12 positions, trimming 76 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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