CIK: 0001630365
Total reported value
$323.6M
Reporting period: 2026-03-31 · Number of holdings: 139
AIMZ Investment Advisors, LLC disclosed 139 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $323.6M and a quarterly turnover rate of 16.6%.
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AIMZ Investment Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.020 — mathematically equivalent to about 50 equally-sized positions, well below its 139 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.34), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim MSFT
-1.3% -$3.3M
Add EEFT
+111.6% $1.9M
Trim QCOM
-1.6% -$2.5M
Add GILD
-3.9% $713.4K
Trim ADBE
-0.4% -$1.7M
Trim EPAM
-1.5% -$1.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 7.11% | -0.04% | -1.40% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.42% | -0.36% | -1.21% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.76% | -0.14% | -2.96% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.52% | -0.36% | -8.16% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.20% | -0.72% | -1.29% | |
| 6 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 2.75% | +0.12% | -1.51% | |
| 7 | GILD | Gilead Sciences INC | Stock-Healthcare | 2.64% | +0.40% | -3.91% | |
| 8 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 2.27% | — | -1.64% | |
| 9 | QCOM | Qualcomm INC | Stock-Tech | 2.23% | -0.55% | -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% | +0.03% | -2.52% | |
| 12 | INCY | Incyte CORP | Stock-Healthcare | 1.89% | +0.02% | -1.53% | |
| 13 | WMT | Walmart INC | Stock-Consumer Staples | 1.77% | +0.28% | -1.53% | |
| 14 | NTAP | Netapp INC | Stock-Tech | 1.74% | +0.03% | -1.25% | |
| 15 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.66% | +1.66% | NEW | |
| 16 | EXPD | Expeditors Intl Wash INC | Stock-Industrials | 1.66% | +0.04% | -1.84% | |
| 17 | CSCO | Cisco Systems INC | Stock-Tech | 1.58% | — | -1.97% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.54% | +0.02% | -1.52% | |
| 19 | AMGN | Amgen INC | Stock-Healthcare | 1.40% | +0.19% | -0.46% | |
| 20 | TROW | T Rowe Price Group INC | Stock-Financials | 1.34% | -0.08% | -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% | -0.19% | -0.97% | |
| 23 | CTAS | Cintas CORP | Stock-Industrials | 1.30% | -0.08% | -2.80% | |
| 24 | UNH | Unitedhealth Group INC | Stock-Healthcare | 1.27% | -0.18% | -1.04% | |
| 25 | NICE | Nice LTD - Spon Adr | Stock-Tech | 1.27% | +0.04% | -2.55% | |
| 26 | EEFT | Euronet Worldwide INC | Stock-Tech | 1.26% | +0.63% | +111.56% | |
| 27 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 1.23% | -0.31% | -2.59% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | +0.02% | +0.56% | |
| 29 | ADBE | Adobe INC | Stock-Tech | 1.15% | -0.39% | -0.44% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | +0.22% | -1.11% | |
| 31 | ABBV | Abbvie INC | Stock-Healthcare | 1.04% | — | -0.40% | |
| 32 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.02% | -0.22% | -1.71% | |
| 33 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.02% | — | -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% | +0.16% | -1.43% | |
| 36 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.94% | +0.17% | -1.20% | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.92% | — | — | |
| 38 | EPAM | Epam Systems INC | Stock-Tech | 0.90% | -0.38% | -1.49% | |
| 39 | ADI | Analog Devices INC | Stock-Tech | 0.85% | +0.13% | -6.34% | |
| 40 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.83% | — | -2.36% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.82% | — | -6.29% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.80% | — | -4.29% | |
| 43 | URBN | Urban Outfitters INC | Stock-Consumer Disc | 0.80% | -0.10% | -2.85% | |
| 44 | CI | THE Cigna Group | Stock-Healthcare | 0.76% | — | -1.18% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.76% | — | -4.65% | |
| 46 | PYPL | Paypal Holdings INC | Stock-Financials | 0.75% | -0.17% | -3.26% | |
| 47 | ITW | Illinois Tool Works | Stock-Industrials | 0.72% | — | +0.02% | |
| 48 | TDY | Teledyne Technologies INC | Stock-Tech | 0.71% | +0.13% | -3.53% | |
| 49 | PRLB | Proto Labs INC | Stock-Other | 0.68% | — | -2.27% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | +0.23% | +0.02% |
Performance for Q3 2026
+5.1%
Performance Last 4 Quarters
+22.7%
Based on 75% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 139 | $323.6M | 17 | |
| 2025-12-31 | 140 | $349.6M | 16 | |
| 2025-09-30 | 128 | $318.7M | 19 | |
| 2025-06-30 | 130 | $298.7M | 0 | |
| 2025-03-31 | 125 | $286.4M | 100 | |
| 2024-12-31 | 124 | $287.9M | 0 | |
| 2024-09-30 | 124 | $293.0M | 0 | |
| 2024-06-30 | 119 | $279.0M | 0 | |
| 2024-03-31 | 120 | $268.1M | 0 | |
| 2023-12-31 | 114 | $246.8M | 0 | |
| 2023-09-30 | 112 | $224.9M | 0 | |
| 2023-06-30 | 113 | $232.7M | 0 | |
| 2023-03-31 | 110 | $223.2M | 0 | |
| 2022-12-31 | 113 | $211.9M | 0 | |
| 2022-09-30 | 106 | $197.6M | 0 | |
| 2022-06-30 | 109 | $208.5M | 0 | |
| 2022-03-31 | 116 | $243.2M | 0 | |
| 2021-12-31 | 119 | $256.9M | 0 | |
| 2021-09-30 | 113 | $221.6M | 0 | |
| 2021-06-30 | 114 | $223.0M | 96 | |
| 2021-03-31 | 109 | $204.3M | 12 | |
| 2020-12-31 | 108 | $190.9M | 16 | |
| 2020-09-30 | 100 | $167.0M | 15 | |
| 2020-06-30 | 98 | $154.2M | 19 | |
| 2020-03-31 | 91 | $128.7M | 28 | |
| 2019-12-31 | 99 | $154.5M | 15 | |
| 2019-09-30 | 98 | $145.2M | 9 | |
| 2019-06-30 | 98 | $145.0M | 10 | |
| 2019-03-31 | 99 | $145.7M | 14 | |
| 2018-12-31 | 92 | $129.5M | 26 | |
| 2018-09-30 | 104 | $155.4M | 13 | |
| 2018-06-30 | 99 | $141.2M | 11 | |
| 2018-03-31 | 100 | $137.7M | 12 | |
| 2017-12-31 | 100 | $133.0M | 21 | |
| 2017-09-30 | 98 | $118.9M | 0 | |
| 2017-06-30 | 98 | $118.9M | 10 | |
| 2017-03-31 | 99 | $118.6M | 11 | |
| 2016-12-31 | 94 | $111.8M | 9 | |
| 2016-09-30 | 94 | $111.8M | 14 | |
| 2016-06-30 | 91 | $109.0M | 33 | |
| 2016-03-31 | 96 | $116.9M | 25 | |
| 2015-12-31 | 95 | $109.7M | 13 | |
| 2015-09-30 | 92 | $108.9M | 17 | |
| 2015-06-30 | 96 | $115.2M | 9 | |
| 2015-03-31 | 96 | $116.9M | 11 | |
| 2014-12-31 | 91 | $112.2M | 0 |
AIMZ Investment Advisors, LLC's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: Fifth Third Bancorp (FITB); Sold out: Travelers Cos Inc/the (TRV); Trim: Microsoft CORP (MSFT) — shares -1.29%.
| # | 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 | MRK | Merck & Co. INC. | +0.2% | -1.20% | Trim |
| 8 | BMY | Bristol-myers Squibb Co | +0.2% | -1.43% | Trim |
| 9 | GSK | Gsk Plc-spon Adr | +0.2% | -2.45% | Trim |
| 10 | TDY | Teledyne Technologies INC | +0.1% | -3.53% | Trim |
| 11 | ADI | Analog Devices INC | +0.1% | -6.34% | Trim |
| 12 | VRTX | Vertex Pharmaceuticals INC | +0.1% | -1.51% | Trim |
| 13 | KLAC | Kla CORP | +0.1% | +0.41% | Add |
| 14 | EXPD | Expeditors Intl Wash INC | 0% | -1.84% | Trim |
| 15 | NICE | Nice LTD - Spon Adr | 0% | -2.55% | Trim |
| 16 | TEVA | Teva Pharmaceutical-sp Adr | 0% | -2.52% | Trim |
| 17 | NTAP | Netapp INC | 0% | -1.25% | Trim |
| 18 | INCY | Incyte CORP | 0% | -1.53% | Trim |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.52% | Trim |
| 20 | NVDA | Nvidia CORP | 0% | +0.56% | Add |
| 21 | VHT | Vanguard Health Care ETF | 0% | -5.78% | Trim |
| 22 | AAPL | Apple INC | 0% | -1.40% | Trim |
| 23 | SPGI | S&p Global INC | -0.1% | -1.35% | Trim |
| 24 | DOX | Amdocs Limited | -0.1% | +0.02% | Add |
| 25 | WIT | Wipro Ltd-adr | -0.1% | -3.57% | Trim |
| 26 | ABT | Abbott Laboratories | -0.1% | -0.69% | Trim |
| 27 | CTAS | Cintas CORP | -0.1% | -2.80% | Trim |
| 28 | TROW | T Rowe Price Group INC | -0.1% | -0.29% | Trim |
| 29 | DGRO | Ishares Core Dividend Growth | -0.1% | -55.57% | Trim |
| 30 | URBN | Urban Outfitters INC | -0.1% | -2.85% | Trim |
| 31 | GMAB | Genmab A/s -sp Adr | -0.1% | -1.47% | Trim |
| 32 | GLOB | Globant S.A. | -0.1% | -0.39% | Trim |
| 33 | ORCL | Oracle CORP | -0.1% | — | Unchanged |
| 34 | FDS | Factset Research Systems INC | -0.1% | +1.21% | Add |
| 35 | GOOGL | Alphabet Inc-cl A | -0.1% | -2.96% | Trim |
| 36 | PYPL | Paypal Holdings INC | -0.2% | -3.26% | Trim |
| 37 | UNH | Unitedhealth Group INC | -0.2% | -1.04% | Trim |
| 38 | IBM | Intl Business Machines CORP | -0.2% | -0.97% | Trim |
| 39 | CHKP | Check Point Software Technologies Ltd. | -0.2% | -1.71% | Trim |
| 40 | INFY | Infosys Ltd-sp Adr | -0.3% | -2.59% | Trim |
| 41 | META | Meta Platforms Inc-class A | -0.4% | -1.21% | Trim |
| 42 | GOOG | Alphabet Inc-cl C | -0.4% | -8.16% | Trim |
| 43 | EPAM | Epam Systems INC | -0.4% | -1.49% | Trim |
| 44 | ADBE | Adobe INC | -0.4% | -0.44% | Trim |
| 45 | QCOM | Qualcomm INC | -0.6% | -1.62% | Trim |
| 46 | MSFT | Microsoft CORP | -0.7% | -1.29% | Trim |
| 47 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 48 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| 49 | FITB | Fifth Third Bancorp | — | NEW | New buy |
| 50 | TRV | Travelers Cos Inc/the | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-05 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-13 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-08 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-10 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-29 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-09 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-16 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-10 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-15 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-02 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-06 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-09 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-05 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-05 | Amendment | View on EDGAR |
| 2021-03-31 | 2021-04-28 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-08 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-10 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-12 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-13 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-01 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-01 | Amendment | View on EDGAR |
| 2017-09-30 | 2017-11-01 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-15 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-15 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-15 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-16 | Amendment | View on EDGAR |
| 2016-03-31 | 2016-05-16 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-16 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-14 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-17 | 13F-HR | View on EDGAR |
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