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CIK: 0001630365
Total reported value
$363.5M
$363.5M
139 檔
19.6%
During the Q1 2026 filing period, AIMZ Investment Advisors, LLC (CIK: 0001630365) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $363.5M across 139 reported positions.
In Q1 2026, AIMZ Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 74 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.11% | +0.03% | -1.40% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.42% | -0.54% | -1.21% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.76% | +0.37% | -2.96% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.52% | +0.23% | -8.16% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.20% | -0.34% | -1.29% | |
| 6 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.75% | -0.03% | -1.51% | |
| 7 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.64% | -0.51% | -3.91% | |
| 8 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 2.27% | -0.64% | -1.64% | |
| 9 | QCOM | Qualcomm Inc | Stock-Tech | 2.23% | +0.61% | -1.62% | |
| 10 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 2.08% | — | -1.82% | |
| 11 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 2.00% | -0.01% | -2.52% | |
| 12 | INCY | Incyte CORP | Stock-Healthcare | 1.89% | +0.14% | -1.53% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.77% | -0.34% | -1.53% | |
| 14 | NTAP | Netapp Inc | Stock-Tech | 1.74% | +0.60% | -1.25% | |
| 15 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.66% | -0.24% | — | |
| 16 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.66% | — | -1.84% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.58% | +0.54% | -1.97% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.54% | -0.11% | -1.52% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 1.40% | -0.11% | -0.46% | |
| 20 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.34% | +0.17% | -0.29% | |
| 21 | GMAB | Genmab A/s -sp Adr | Stock-Other | 1.33% | -0.11% | -1.47% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.33% | +0.04% | -0.97% | |
| 23 | CTAS | Cintas CORP | Stock-Industrials | 1.30% | -0.13% | -2.80% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.27% | +0.46% | -1.04% | |
| 25 | NICE | Nice LTD - Spon Adr | Stock-Tech | 1.27% | -0.37% | -2.55% | |
| 26 | EEFT | Euronet Worldwide Inc | Stock-Tech | 1.26% | -0.02% | +111.56% | |
| 27 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 1.23% | -0.38% | -2.59% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | -0.07% | +0.56% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 1.15% | -0.28% | -0.44% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | -0.10% | -1.11% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 1.04% | +0.02% | -0.40% | |
| 32 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.02% | -0.19% | -1.71% | |
| 33 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.02% | -0.09% | -3.75% | |
| 34 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.01% | -0.16% | -2.45% | |
| 35 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.98% | -0.15% | -1.43% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.94% | -0.04% | -1.20% | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.92% | -0.14% | — | |
| 38 | EPAM | Epam Systems Inc | Stock-Tech | 0.90% | -0.44% | -1.49% | |
| 39 | ADI | Analog Devices Inc | Stock-Tech | 0.85% | +0.01% | -6.34% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.83% | -0.14% | -2.36% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.82% | -0.01% | -6.29% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.80% | -0.07% | -4.29% | |
| 43 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 0.80% | -0.03% | -2.85% | |
| 44 | CI | THE Cigna Group | Stock-Healthcare | 0.76% | -0.06% | -1.18% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.76% | -0.01% | -4.65% | |
| 46 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.75% | -0.12% | -3.26% | |
| 47 | ITW | Illinois Tool Works | Stock-Industrials | 0.72% | -0.06% | +0.02% | |
| 48 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.71% | -0.01% | -3.53% | |
| 49 | PRLB | Proto Labs Inc | Stock-Other | 0.68% | +0.19% | -2.27% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.20% | +0.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EEFT | Euronet Worldwide Inc | +0.6% | +111.56% | Add |
| 2 | GILD | Gilead Sciences Inc | +0.4% | -3.91% | Trim |
| 3 | WMT | Walmart Inc | +0.3% | -1.53% | Trim |
| 4 | XOM | Exxon Mobil CORP | +0.2% | +0.02% | Add |
| 5 | JNJ | Johnson & Johnson | +0.2% | -1.11% | Trim |
| 6 | AMGN | Amgen Inc | +0.2% | -0.46% | Trim |
| 7 | CHRW | C.h. Robinson Worldwide Inc | +0.2% | -1.82% | Trim |
| 8 | MRK | Merck & Co. Inc. | +0.2% | -1.20% | Trim |
| 9 | BMY | Bristol-myers Squibb Co | +0.2% | -1.43% | Trim |
| 10 | GSK | Gsk Plc-spon Adr | +0.2% | -2.45% | Trim |
| 11 | REGN | Regeneron Pharmaceuticals | +0.1% | -1.64% | Trim |
| 12 | TDY | Teledyne Technologies Inc | +0.1% | -3.53% | Trim |
| 13 | ADI | Analog Devices Inc | +0.1% | -6.34% | Trim |
| 14 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -1.51% | Trim |
| 15 | KLAC | Kla CORP | +0.1% | +0.41% | Add |
| 16 | PRLB | Proto Labs Inc | +0.1% | -2.27% | Trim |
| 17 | NVS | Novartis Ag-sponsored Adr | +0.1% | +0.04% | Add |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -1.97% | Trim |
| 19 | INTC | Intel CORP | +0.1% | -0.72% | Trim |
| 20 | PEP | Pepsico Inc | +0.1% | +0.23% | Add |
| 21 | KO | Coca-cola Co/the | +0.1% | +0.04% | Add |
| 22 | ITW | Illinois Tool Works | +0.1% | +0.02% | Add |
| 23 | VOE | Vanguard Mid-cap Value ETF | +0.1% | -3.75% | Trim |
| 24 | NFLX | Netflix Inc | +0.1% | +0.87% | Add |
| 25 | SBUX | Starbucks CORP | +0.1% | -2.58% | Trim |
| 26 | AMAT | Applied Materials Inc | +0.1% | -1.46% | Trim |
| 27 | UI | Ubiquiti Inc | +0.1% | — | Unchanged |
| 28 | MRVL | Marvell Technology Inc | +0.1% | +0.29% | Add |
| 29 | COST | Costco Wholesale CORP | +0.1% | +0.27% | Add |
| 30 | VYM | Vanguard High Dvd Yield ETF | +0.1% | -4.29% | Trim |
| 31 | EXPD | Expeditors Intl Wash Inc | 0% | -1.84% | Trim |
| 32 | NICE | Nice LTD - Spon Adr | 0% | -2.55% | Trim |
| 33 | CVX | Chevron CORP | 0% | +1.07% | Add |
| 34 | SHEL | Shell Plc-adr | 0% | — | Unchanged |
| 35 | TEVA | Teva Pharmaceutical-sp Adr | 0% | -2.52% | Trim |
| 36 | NTAP | Netapp Inc | 0% | -1.25% | Trim |
| 37 | LOW | Lowe's Cos Inc | 0% | -2.36% | Trim |
| 38 | COP | Conocophillips | 0% | — | Unchanged |
| 39 | VTV | Vanguard Value ETF | 0% | -6.29% | Trim |
| 40 | DELL | Dell Technologies -c | 0% | -1.15% | Trim |
| 41 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 42 | BEN | Franklin Resources Inc | 0% | -1.31% | Trim |
| 43 | SRE | Sempra | 0% | — | Unchanged |
| 44 | EBAY | Ebay Inc | 0% | +0.01% | Add |
| 45 | EMR | Emerson Electric Co | 0% | -0.33% | Trim |
| 46 | PRF | Invesco Rafi US 1000 ETF | 0% | — | Unchanged |
| 47 | VEU | Vanguard Ftse All-world Ex-u | 0% | -0.87% | Trim |
| 48 | INCY | Incyte CORP | 0% | -1.53% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.52% | Trim |
| 50 | NVDA | Nvidia CORP | 0% | +0.56% | Add |
According to official SEC Form 13F filings, AIMZ Investment Advisors, LLC reported a total U.S. public equity portfolio value of $363.5M across 139 disclosed positions in Q1 2026.
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, GOOGL) accounted for 19.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $5.4M
Top Position Liquidated / Trimmed
AZNN
前期市值: $5.1M
During Q1 2026, AIMZ Investment Advisors, LLC's top holdings by market value included AAPL (7.1%)、META (4.4%)、GOOGL (3.8%). The largest single position, AAPL, represented 7.1% of total portfolio value.
In Q1 2026, AIMZ Investment Advisors, LLC made 110 total portfolio adjustments, initiating 4 new buys, adding to 27 positions, trimming 74 holdings, and fully liquidating 5 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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