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CIK: 0001630365
Total reported value
$363.5M
$363.5M
140 檔
22.7%
At the close of Q4 2025, AIMZ Investment Advisors, LLC disclosed equity holdings valued at approximately $363.5M, spread across 140 reported holdings.
In Q4 2025, AIMZ Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 62 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.15% | +0.03% | +8.00% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.78% | -0.54% | -0.97% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.92% | -0.34% | -1.08% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.90% | +0.37% | +4.25% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.88% | +0.23% | -4.86% | |
| 6 | QCOM | Qualcomm Inc | Stock-Tech | 2.78% | +0.61% | -0.80% | |
| 7 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.63% | -0.03% | -0.49% | |
| 8 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.24% | -0.51% | -0.46% | |
| 9 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 2.13% | -0.64% | -0.82% | |
| 10 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 1.97% | -0.01% | -0.79% | |
| 11 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.89% | — | -1.66% | |
| 12 | INCY | Incyte CORP | Stock-Healthcare | 1.87% | +0.14% | -1.27% | |
| 13 | NTAP | Netapp Inc | Stock-Tech | 1.71% | +0.60% | -1.15% | |
| 14 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.62% | — | -0.97% | |
| 15 | ADBE | Adobe Inc | Stock-Tech | 1.54% | -0.28% | +5.13% | |
| 16 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 1.54% | -0.38% | -1.26% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 1.52% | +0.04% | -1.39% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.52% | -0.11% | -0.52% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.49% | -0.34% | -1.05% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.48% | +0.54% | -2.46% | |
| 21 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.47% | — | -0.85% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.45% | +0.46% | +0.01% | |
| 23 | GMAB | Genmab A/s -sp Adr | Stock-Other | 1.44% | -0.11% | -0.73% | |
| 24 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.42% | +0.17% | -0.27% | |
| 25 | CTAS | Cintas CORP | Stock-Industrials | 1.38% | -0.13% | -0.97% | |
| 26 | EPAM | Epam Systems Inc | Stock-Tech | 1.28% | -0.44% | -1.02% | |
| 27 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.24% | -0.19% | — | |
| 28 | NICE | Nice LTD - Spon Adr | Stock-Tech | 1.23% | -0.37% | — | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 1.21% | -0.11% | -0.68% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 1.16% | -0.07% | +13.62% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 1.02% | +0.02% | -0.63% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.94% | -0.09% | +15.44% | |
| 33 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.92% | -0.12% | +3.96% | |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 0.91% | -0.14% | -1.10% | |
| 35 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 0.90% | -0.03% | -2.32% | |
| 36 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.85% | -0.16% | -0.65% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.85% | -0.10% | -1.03% | |
| 38 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.82% | -0.15% | -1.11% | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.80% | -0.14% | +0.01% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.79% | -0.01% | +19.96% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.77% | -0.04% | -1.15% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.76% | -0.01% | +22.30% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.75% | -0.07% | +21.51% | |
| 44 | CI | THE Cigna Group | Stock-Healthcare | 0.74% | -0.06% | — | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.72% | -0.07% | -5.74% | |
| 46 | FDS | Factset Research Systems Inc | Stock-Financials | 0.72% | -0.03% | — | |
| 47 | ADI | Analog Devices Inc | Stock-Tech | 0.72% | +0.01% | +0.01% | |
| 48 | VHT | Vanguard Health Care ETF | ETF-Other | 0.69% | -0.03% | +22.79% | |
| 49 | EEFT | Euronet Worldwide Inc | Stock-Tech | 0.63% | -0.02% | +27.09% | |
| 50 | ITW | Illinois Tool Works | Stock-Industrials | 0.63% | -0.06% | +0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | +4.25% | Add |
| 2 | TEVA | Teva Pharmaceutical-sp Adr | +0.6% | -0.79% | Trim |
| 3 | REGN | Regeneron Pharmaceuticals | +0.4% | -0.82% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | -4.86% | Trim |
| 5 | AAPL | Apple Inc | +0.4% | +8.00% | Add |
| 6 | EPAM | Epam Systems Inc | +0.2% | -1.02% | Trim |
| 7 | CHRW | C.h. Robinson Worldwide Inc | +0.2% | -1.66% | Trim |
| 8 | EXPD | Expeditors Intl Wash Inc | +0.1% | -0.97% | Trim |
| 9 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -0.49% | Trim |
| 10 | VHT | Vanguard Health Care ETF | +0.1% | +22.79% | Add |
| 11 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | -0.85% | Trim |
| 12 | INCY | Incyte CORP | +0.1% | -1.27% | Trim |
| 13 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +22.30% | Add |
| 14 | MRK | Merck & Co. Inc. | +0.1% | -1.15% | Trim |
| 15 | VTV | Vanguard Value ETF | +0.1% | +19.96% | Add |
| 16 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +21.51% | Add |
| 17 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +47.80% | Add |
| 18 | VBR | Vanguard Small-cap Value ETF | +0.1% | +129.06% | Add |
| 19 | AMGN | Amgen Inc | +0.1% | -0.68% | Trim |
| 20 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +15.44% | Add |
| 21 | BMY | Bristol-myers Squibb Co | +0.1% | -1.11% | Trim |
| 22 | NVDA | Nvidia CORP | 0% | +13.62% | Add |
| 23 | DLTR | Dollar Tree Inc | 0% | -1.47% | Trim |
| 24 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 25 | GSK | Gsk Plc-spon Adr | 0% | -0.65% | Trim |
| 26 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 27 | GILD | Gilead Sciences Inc | 0% | -0.46% | Trim |
| 28 | JNJ | Johnson & Johnson | 0% | -1.03% | Trim |
| 29 | UPS | United Parcel Service-cl B | 0% | -1.48% | Trim |
| 30 | AMAT | Applied Materials Inc | 0% | -6.82% | Trim |
| 31 | NOK | Nokia Corp-spon Adr | 0% | — | Unchanged |
| 32 | CSCO | Cisco Systems Inc | — | -2.46% | Trim |
| 33 | ADI | Analog Devices Inc | — | +0.01% | Add |
| 34 | EEFT | Euronet Worldwide Inc | — | +27.09% | Add |
| 35 | JPM | Jpmorgan Chase & Co | — | +10.37% | Add |
| 36 | KLAC | Kla CORP | — | -2.98% | Trim |
| 37 | WFC | Wells Fargo & Co | — | -2.74% | Trim |
| 38 | INTC | Intel CORP | — | -2.01% | Trim |
| 39 | CPRI | Capri Holdings Limited | — | -8.78% | Trim |
| 40 | AVGO | Broadcom Inc | — | — | Unchanged |
| 41 | KSS | Kohls CORP | — | -21.15% | Trim |
| 42 | GE | General Electric | — | — | Unchanged |
| 43 | SCHV | Schwab US Large-cap Value | — | — | Unchanged |
| 44 | COP | Conocophillips | — | — | Unchanged |
| 45 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 46 | XOM | Exxon Mobil CORP | 0% | +0.02% | Add |
| 47 | WIT | Wipro Ltd-adr | 0% | -1.82% | Trim |
| 48 | PRF | Invesco Rafi US 1000 ETF | 0% | — | Unchanged |
| 49 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 50 | HON | Honeywell International Inc | 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 140 disclosed positions in Q4 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 22.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
NICE
市值: $4.3M
Top Position Liquidated / Trimmed
S9Q
前期市值: $235.5K
During Q4 2025, AIMZ Investment Advisors, LLC's top holdings by market value included AAPL (7.2%)、META (4.8%)、MSFT (3.9%). The largest single position, AAPL, represented 7.2% of total portfolio value.
In Q4 2025, AIMZ Investment Advisors, LLC made 110 total portfolio adjustments, initiating 16 new buys, adding to 28 positions, trimming 62 holdings, and fully liquidating 4 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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