AIMZ Investment Advisors, LLC

CIK

1630365

Location

LOS ALTOS, CA

Portfolio Value

Small $341,316,560

Diversification

Diversified

Filing Date

Global Rank

#3,415 / 8,517 ▲ 96

Top Industry

Internet Content & Information 12.7%

3Y Alpha vs SPY

+3.4%

Period ended 47 days ago

Filed Aug 14, 2026 · 2d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+91.9%

SPY

+76.6%

Annualised alpha

+3.4%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

8.4%

+0.7 pts

Top 5

26.2%

−0.0 pts

Top 10

38.3%

+0.2 pts

HHI

257

Diversified+5

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.7%	$118,308,457	36
Healthcare	26.8%	$91,627,983	25
Communication Services	13.1%	$44,635,602	5
Industrials	9.0%	$30,749,294	16
Financial Services	6.8%	$23,109,585	16
Consumer Cyclical	3.9%	$13,392,620	11
Consumer Defensive	3.1%	$10,711,455	7
Unclassified	1.5%	$5,018,546	4
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

22 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+8,829	9,810	$2,959,775
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
BEN	Franklin Resources 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
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
CSCO	Cisco Systems, Inc.	−271	65,557	$7,700,325
WMT	Walmart Inc.	−209	45,895	$5,198,067
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 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
LUV	Southwest Airlines Co	4,260	$219,049
MET	Metlife Inc	2,425	$205,179
GM	General Motors Co	2,625	$202,335
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

127 tracked positions · $341,316,560 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 127 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%	8.38%
AAPL	Apple Inc. Technology	Reduced	89,665	-955	$25,945,464	+12.8%	7.60%
META	Meta Platforms, Inc. Communication Services	Held	25,024	0	$14,095,768	−1.5%	4.13%
MSFT	Microsoft Corp Technology	Reduced	27,896	-50	$10,405,765	+0.6%	3.05%
QCOM	Qualcomm Inc/De Technology	Reduced	55,840	-97	$10,318,673	+43.2%	3.02%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	19,931	-25	$9,900,325	+11.1%	2.90%
NTAP	NetApp, Inc. Technology	Added	55,037	+3	$8,517,526	+51.2%	2.50%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	61,319	-19	$7,747,042	−9.4%	2.27%
CSCO	Cisco Systems, Inc. Technology	Reduced	65,557	-271	$7,700,325	+50.8%	2.26%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Reduced	40,129	-327	$7,557,895	+12.5%	2.21%
INCY	Incyte Corp Healthcare	Reduced	65,133	-25	$7,383,476	+20.4%	2.16%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Reduced	212,978	-2,000	$7,215,694	+11.4%	2.11%
UNH	Unitedhealth Group Inc Healthcare	Added	15,160	+1	$6,300,950	+53.6%	1.85%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	37,106	-297	$6,047,535	+12.9%	1.77%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Held	9,491	0	$5,918,018	−19.3%	1.73%
TROW	Price T Rowe Group Inc Financial Services	Reduced	48,258	-20	$5,486,452	+26.1%	1.61%
WMT	Walmart Inc. Consumer Defensive	Reduced	45,895	-209	$5,198,067	−9.3%	1.52%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	10,378	0	$5,193,047	+4.4%	1.52%
AZN	Astrazeneca PLC Healthcare	Reduced	27,221	-75	$5,161,646	−4.1%	1.51%
IBM	International Business Machines Corp Technology	Added	17,733	+2	$4,986,696	+16.0%	1.46%
AMGN	Amgen Inc Healthcare	Added	12,935	+51	$4,684,022	+3.3%	1.37%
EEFT	Euronet Worldwide, Inc. Technology	Added	61,636	+200	$4,511,138	+10.6%	1.32%
GMAB	Genmab A/S Healthcare	Held	160,910	0	$4,420,197	+2.4%	1.30%
CTAS	Cintas Corp Industrials	Held	24,933	0	$4,240,604	+0.6%	1.24%
INTC	Intel Corp Technology	Reduced	28,942	-60	$4,041,171	+215.8%	1.18%
NVDA	Nvidia Corp Technology	Reduced	20,113	-1,700	$4,024,410	+5.8%	1.18%
ABBV	AbbVie Inc. Healthcare	Reduced	15,376	-122	$3,869,216	+14.8%	1.13%
JNJ	Johnson & Johnson Healthcare	Reduced	13,954	-174	$3,543,897	+2.6%	1.04%
ZTS	Zoetis Inc. Healthcare	NEW	49,190	NEW	$3,534,793	NEW	1.04%
NICE	NICE Ltd. Technology	Reduced	36,180	-1,020	$3,286,953	−19.9%	0.96%
MRK	Merck & Co., Inc. Healthcare	Added	25,475	+151	$3,273,537	+7.5%	0.96%
PRLB	Proto Labs Inc Industrials	Held	38,728	0	$3,156,719	+42.9%	0.92%
ADBE	Adobe Inc. Technology	Added	15,350	+55	$3,147,057	−15.4%	0.92%
ADI	Analog Devices Inc Technology	Reduced	7,832	-860	$3,110,635	+12.5%	0.91%
GSK	GSK plc Healthcare	Reduced	59,214	-120	$3,103,997	−5.2%	0.91%
INFY	Infosys Ltd Technology	Added	293,869	+62	$3,082,685	−22.3%	0.90%
BMY	Bristol Myers Squibb Co Healthcare	Held	52,522	0	$3,026,317	−5.0%	0.89%
CHKP	Check Point Software Technologies Ltd Technology	Held	23,024	0	$3,026,044	−8.0%	0.89%
KLAC	Kla Corp Technology	Added	9,810	+8,829	$2,959,775	+104.9%	0.87%
SYK	Stryker Corp Healthcare	Added	9,033	+1	$2,843,949	−4.2%	0.83%
URBN	Urban Outfitters Inc Consumer Cyclical	Reduced	39,339	-1,500	$2,787,561	+7.7%	0.82%
VIG	Vanguard Dividend Appreciation ETF	Added	11,485	+3	$2,717,580	+10.1%	0.80%
CI	Cigna Group Healthcare	Reduced	9,244	-30	$2,548,385	+3.0%	0.75%
TDY	Teledyne Technologies Inc Technology	Reduced	3,819	-3	$2,546,891	+10.1%	0.75%
LOW	Lowes Companies Inc Consumer Cyclical	Added	11,305	+1	$2,492,639	−6.7%	0.73%
BEN	Franklin Resources Inc Financial Services	Reduced	74,493	-1,235	$2,478,382	+38.6%	0.73%
ITW	Illinois Tool Works Inc Industrials	Reduced	8,906	-23	$2,408,805	+3.6%	0.71%
JKHY	Jack Henry & Associates Inc Technology	NEW	17,350	NEW	$2,389,789	NEW	0.70%
PYPL	PayPal Holdings, Inc. Financial Services	Reduced	53,282	-153	$2,300,716	−4.8%	0.67%
MRVL	Marvell Technology, Inc. Technology	Added	7,181	+38	$2,139,148	+202.3%	0.63%

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.