AIMZ Investment Advisors, LLC

CIK

1630365

Location

LOS ALTOS, CA

Portfolio Value

Small $362,020,725

Diversification

Diversified

Filing Date

Global Rank

#4,685 / 8,794 ▼ 368 · as of Jun 2026

Top Industry

Internet Content & Information 12.7%

Period ended 3 months ago

Filed Aug 14, 2026 · 52d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

141 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.9%

+0.6 pts

Top 5

24.7%

−0.3 pts

Top 10

36.5%

−0.0 pts

HHI

236

Diversified+1

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.7%	$118,308,457	36
Healthcare	25.3%	$91,627,983	25
Communication Services	12.3%	$44,635,602	5
Industrials	8.5%	$30,749,294	16
Unclassified	7.1%	$25,722,711	18
Financial Services	6.4%	$23,109,585	16
Consumer Cyclical	3.7%	$13,392,620	11
Consumer Defensive	3.0%	$10,711,455	7
Energy	0.8%	$2,742,582	4
Utilities	0.3%	$1,020,436	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+9,379	47,732	$8,808,830
KLAC	Kla Corp	+8,829	9,810	$2,959,775
FNDA	Schwab Fundamental U.S. Small Company ETF	+8,030	19,430	$619,265
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+743	15,882	$2,443,046
EEFT	Euronet Worldwide, Inc.	+200	61,636	$4,511,138
MRK	Merck & Co., Inc.	+151	25,475	$3,273,537
PG	PROCTER & GAMBLE Co	+100	1,847	$270,844
LLY	ELI LILLY & Co	+75	686	$822,809
INFY	Infosys Ltd	+62	293,869	$3,082,685
ADBE	Adobe Inc.	+55	15,350	$3,147,057
AMGN	Amgen Inc	+51	12,935	$4,684,022
SHEL	Shell plc	+50	5,025	$389,638
MRVL	Marvell Technology, Inc.	+38	7,181	$2,139,148
AVGO	Broadcom Inc.	+26	1,413	$533,760
DLB	Dolby Laboratories, Inc.	+5	31,486	$1,655,533
MDT	Medtronic plc	+5	17,735	$1,387,409
DOX	Amdocs Ltd	+4	18,003	$909,871
VIG	Vanguard Dividend Appreciation ETF	+3	11,485	$2,717,580
NTAP	NetApp, Inc.	+3	55,037	$8,517,526
ABT	Abbott Laboratories	+3	16,376	$1,485,958
IBM	International Business Machines Corp	+2	17,733	$4,986,696
UNH	Unitedhealth Group Inc	+1	15,160	$6,300,950
SYK	Stryker Corp	+1	9,033	$2,843,949
LOW	Lowes Companies Inc	+1	11,305	$2,492,639
SBUX	Starbucks Corp	+1	17,948	$1,834,106
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HLN	Haleon plc	−5,700	46,428	$433,173
TEVA	Teva Pharmaceutical Industries Ltd	−2,000	212,978	$7,215,694
NVDA	Nvidia Corp	−1,700	20,113	$4,024,410
GOOGL	Alphabet Inc.	−1,508	80,486	$28,607,631
URBN	Urban Outfitters Inc	−1,500	39,339	$2,787,561
—		−1,400	12,282	$356,300
BEN	Franklin Templeton Inc	−1,235	74,493	$2,478,382
MYGN	Myriad Genetics Inc	−1,150	36,060	$205,902
NICE	NICE Ltd.	−1,020	36,180	$3,286,953
BAC	Bank Of America Corp /De/	−1,000	15,364	$875,440
FITB	Fifth Third Bancorp	−1,000	4,128	$232,695
AAPL	Apple Inc.	−955	89,665	$25,945,464
ADI	Analog Devices Inc	−860	7,832	$3,110,635
CPRI	Capri Holdings Ltd	−700	19,765	$367,036
VIGI	Vanguard International Dividend Appreciation ETF	−660	16,824	$2,658,696
GLOB	Globant S.A.	−625	24,742	$716,033
PFE	Pfizer Inc	−516	13,414	$323,009
SRE	Sempra	−500	4,410	$408,851
NFLX	Netflix Inc	−500	20,855	$1,489,047
KSS	KOHLS Corp	−494	10,397	$184,234
VEU	Vanguard FTSE All-World Ex-US ETF	−425	11,008	$921,920
EPAM	EPAM Systems, Inc.	−415	21,130	$1,676,665
CHRW	C. H. Robinson Worldwide, Inc.	−327	40,129	$7,557,895
WFC	Wells Fargo & Company/Mn	−314	10,844	$896,148
EXPD	Expeditors International Of Washington Inc	−297	37,106	$6,047,535
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
ZTS	Zoetis Inc.	49,190	$3,534,793
JKHY	Jack Henry & Associates Inc	17,350	$2,389,789
MU	Micron Technology Inc	626	$722,585
GLW	Corning Inc /Ny	1,400	$357,602
PANW	Palo Alto Networks Inc	1,015	$346,135
TXN	Texas Instruments Inc	993	$295,983
SITM	SITIME Corp	360	$268,401
URI	United Rentals, Inc.	222	$251,501
TSM	Taiwan Semiconductor Manufacturing Co Ltd	488	$233,054
BKF	iShares MSCI BIC ETF	2,241	$229,254
LUV	Southwest Airlines Co	4,260	$219,049
MET	Metlife Inc	2,425	$205,179
GM	General Motors Co	2,625	$202,335
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	1,000	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
SPGI	S&P Global Inc.	2,932	$1,247,096
HON	Honeywell International Inc	1,268	$286,606
ALL	Allstate Corp	1,050	$217,707
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

141 tracked positions · $362,020,725 total · filing declares 153 positions · $363,487,660 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 141 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	80,486	-1,508	$28,607,631	+21.5%	7.90%
AAPL	Apple Inc. Technology	Reduced	89,665	-955	$25,945,464	+12.8%	7.17%
META	Meta Platforms, Inc. Communication Services	Held	25,024	0	$14,095,768	−1.5%	3.89%
MSFT	Microsoft Corp Technology	Reduced	27,896	-50	$10,405,765	+0.6%	2.87%
QCOM	Qualcomm Inc/De Technology	Reduced	55,840	-97	$10,318,673	+43.2%	2.85%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	19,931	-25	$9,900,325	+11.1%	2.73%
VB	Vanguard Morningstar Small-Cap ETF	Added	47,732	+9,379	$8,808,830	+20.1%	2.43%
NTAP	NetApp, Inc. Technology	Added	55,037	+3	$8,517,526	+51.2%	2.35%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	61,319	-19	$7,747,042	−9.4%	2.14%
CSCO	Cisco Systems, Inc. Technology	Reduced	65,557	-271	$7,700,325	+50.8%	2.13%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Reduced	40,129	-327	$7,557,895	+12.5%	2.09%
INCY	Incyte Corp Healthcare	Reduced	65,133	-25	$7,383,476	+20.4%	2.04%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Reduced	212,978	-2,000	$7,215,694	+11.4%	1.99%
UNH	Unitedhealth Group Inc Healthcare	Added	15,160	+1	$6,300,950	+53.6%	1.74%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	37,106	-297	$6,047,535	+12.9%	1.67%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Held	9,491	0	$5,918,018	−19.3%	1.63%
TROW	Price T Rowe Group Inc Financial Services	Reduced	48,258	-20	$5,486,452	+26.1%	1.52%
WMT	Walmart Inc. Consumer Defensive	Reduced	45,895	-209	$5,198,067	−9.3%	1.44%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	10,378	0	$5,193,047	+4.4%	1.43%
AZN	Astrazeneca PLC Healthcare	Reduced	27,221	-75	$5,161,646	−4.1%	1.43%
IBM	International Business Machines Corp Technology	Added	17,733	+2	$4,986,696	+16.0%	1.38%
AMGN	Amgen Inc Healthcare	Added	12,935	+51	$4,684,022	+3.3%	1.29%
EEFT	Euronet Worldwide, Inc. Technology	Added	61,636	+200	$4,511,138	+10.6%	1.25%
GMAB	Genmab A/S Healthcare	Held	160,910	0	$4,420,197	+2.4%	1.22%
CTAS	Cintas Corp Industrials	Held	24,933	0	$4,240,604	+0.6%	1.17%
INTC	Intel Corp Technology	Reduced	28,942	-60	$4,041,171	+215.8%	1.12%
NVDA	Nvidia Corp Technology	Reduced	20,113	-1,700	$4,024,410	+5.8%	1.11%
ABBV	AbbVie Inc. Healthcare	Reduced	15,376	-122	$3,869,216	+14.8%	1.07%
JNJ	Johnson & Johnson Healthcare	Reduced	13,954	-174	$3,543,897	+2.6%	0.98%
ZTS	Zoetis Inc. Healthcare	NEW	49,190	NEW	$3,534,793	NEW	0.98%
NICE	NICE Ltd. Technology	Reduced	36,180	-1,020	$3,286,953	−19.9%	0.91%
MRK	Merck & Co., Inc. Healthcare	Added	25,475	+151	$3,273,537	+7.5%	0.90%
PRLB	Proto Labs Inc Industrials	Held	38,728	0	$3,156,719	+42.9%	0.87%
ADBE	Adobe Inc. Technology	Added	15,350	+55	$3,147,057	−15.4%	0.87%
ADI	Analog Devices Inc Technology	Reduced	7,832	-860	$3,110,635	+12.5%	0.86%
GSK	GSK plc Healthcare	Reduced	59,214	-120	$3,103,997	−5.2%	0.86%
INFY	Infosys Ltd Technology	Added	293,869	+62	$3,082,685	−22.3%	0.85%
BMY	Bristol Myers Squibb Co Healthcare	Held	52,522	0	$3,026,317	−5.0%	0.84%
CHKP	Check Point Software Technologies Ltd Technology	Held	23,024	0	$3,026,044	−8.0%	0.84%
KLAC	Kla Corp Technology	Added	9,810	+8,829	$2,959,775	+104.9%	0.82%
SYK	Stryker Corp Healthcare	Added	9,033	+1	$2,843,949	−4.2%	0.79%
URBN	Urban Outfitters Inc Consumer Cyclical	Reduced	39,339	-1,500	$2,787,561	+7.7%	0.77%
VIG	Vanguard Dividend Appreciation ETF	Added	11,485	+3	$2,717,580	+10.1%	0.75%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	16,824	-660	$2,658,696	+2.7%	0.73%
CI	Cigna Group Healthcare	Reduced	9,244	-30	$2,548,385	+3.0%	0.70%
TDY	Teledyne Technologies Inc Technology	Reduced	3,819	-3	$2,546,891	+10.1%	0.70%
LOW	Lowes Companies Inc Consumer Cyclical	Added	11,305	+1	$2,492,639	−6.7%	0.69%
BEN	Franklin Templeton Inc Financial Services	Reduced	74,493	-1,235	$2,478,382	+38.6%	0.68%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	15,882	+743	$2,443,046	—	0.67%
ITW	Illinois Tool Works Inc Industrials	Reduced	8,906	-23	$2,408,805	+3.6%	0.67%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.