AIMZ Investment Advisors, LLC

CIK

1630365

Location

LOS ALTOS, CA

Portfolio Value

Small $289,421,651

Diversification

Diversified

Filing Date

Global Rank

#3,470 / 8,603 ▼ 7 · as of Mar 2026

Top Industry

Drug Manufacturers - General 13.1%

3Y Alpha vs SPY

-5.8%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+52.0%

SPY

+76.0%

Annualised alpha

-5.8%

Max drawdown

−18.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

116 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.9%

−0.2 pts

Top 5

23.7%

−1.9 pts

Top 10

36.3%

−1.8 pts

HHI

231

Diversified−16

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.4%	$96,545,967	29
Healthcare	29.3%	$84,883,010	24
Communication Services	10.1%	$29,103,609	5
Industrials	9.6%	$27,687,787	15
Financial Services	7.5%	$21,841,379	17
Consumer Cyclical	4.3%	$12,368,816	10
Consumer Defensive	3.9%	$11,344,956	7
Energy	1.2%	$3,401,074	4
Unclassified	0.4%	$1,139,471	2
Utilities	0.4%	$1,105,582	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EEFT	Euronet Worldwide, Inc.	+32,396	61,436	$4,077,507
NFLX	Netflix Inc	+185	21,355	$2,053,283
AMZN	Amazon Com Inc	+184	6,005	$1,250,661
NVDA	Nvidia Corp	+121	21,813	$3,804,187
BAC	Bank Of America Corp /De/	+120	16,364	$797,745
TSLA	Tesla, Inc.	+108	2,865	$1,065,063
FDS	Factset Research Systems Inc	+105	8,780	$1,905,172
AVGO	Broadcom Inc.	+97	1,387	$429,290
PLTR	Palantir Technologies Inc.	+64	5,164	$755,389
V	Visa Inc.	+53	1,257	$379,915
ISRG	Intuitive Surgical Inc	+47	1,037	$478,046
PEP	Pepsico Inc	+29	12,915	$2,005,570
LLY	ELI LILLY & Co	+27	611	$561,979
MRVL	Marvell Technology, Inc.	+21	7,143	$707,514
CVX	Chevron Corp	+19	1,802	$372,833
HON	Honeywell International Inc	+13	1,268	$300,583
ADP	Automatic Data Processing Inc	+11	1,696	$344,593
KO	Coca Cola Co	+10	24,602	$1,870,982
PFE	Pfizer Inc	+8	13,930	$391,154
NVS	Novartis AG	+6	13,334	$2,036,768
MDT	Medtronic plc	+4	17,730	$1,536,304
KLAC	Kla Corp	+4	981	$144,443
DOX	Amdocs Ltd	+3	17,999	$1,174,614
COST	Costco Wholesale Corp /New	+2	746	$743,336
ITW	Illinois Tool Works Inc	+2	8,929	$2,324,129
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WIT	Wipro Ltd	−10,275	277,234	$587,736
INFY	Infosys Ltd	−7,823	293,807	$3,969,332
TEVA	Teva Pharmaceutical Industries Ltd	−5,558	214,978	$6,475,137
HLN	Haleon plc	−5,500	52,128	$521,801
GILD	Gilead Sciences, Inc.	−2,499	61,338	$8,548,677
GMAB	Genmab A/S	−2,400	160,910	$4,317,215
PYPL	PayPal Holdings, Inc.	−1,801	53,435	$2,416,865
GSK	GSK plc	−1,489	59,334	$3,274,643
CSCO	Cisco Systems, Inc.	−1,321	65,828	$5,107,594
GOOGL	Alphabet Inc.	−1,290	42,267	$12,154,298
AAPL	Apple Inc.	−1,289	90,620	$22,998,449
NOK	Nokia Corp	−1,200	17,900	$143,916
URBN	Urban Outfitters Inc	−1,200	40,839	$2,587,150
INCY	Incyte Corp	−1,015	65,158	$6,132,670
BEN	Franklin Resources Inc	−1,004	75,728	$1,788,695
NICE	NICE Ltd.	−975	37,200	$4,101,672
QCOM	Qualcomm Inc/De	−922	55,937	$7,203,566
PRLB	Proto Labs Inc	−900	38,728	$2,208,270
CPRI	Capri Holdings Ltd	−775	20,465	$360,593
BMY	Bristol Myers Squibb Co	−760	52,522	$3,185,459
CHRW	C. H. Robinson Worldwide, Inc.	−748	40,456	$6,718,527
CTAS	Cintas Corp	−717	24,933	$4,217,167
WMT	Walmart Inc.	−714	46,104	$5,729,805
EXPD	Expeditors International Of Washington Inc	−700	37,403	$5,357,231
NTAP	NetApp, Inc.	−696	55,034	$5,634,931
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	27,296	$5,383,317
FITB	Fifth Third Bancorp	5,128	$238,246
GEV	GE Vernova Inc.	230	$200,767
NI	Nisource Inc.	4,300	$200,638
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
TRV	Travelers Companies, Inc.	778	$225,666
GM	General Motors Co	2,625	$213,465
DIS	Walt Disney Co	1,822	$207,288
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

116 positions · $289,421,651 total · as of Mar 31, 2026

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

Showing 1–50 of 116 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	90,620	-1,289	$22,998,449	−8.0%	7.95%
META	Meta Platforms, Inc. Communication Services	Reduced	25,024	-307	$14,316,981	−14.4%	4.95%
GOOGL	Alphabet Inc. Communication Services	Reduced	42,267	-1,290	$12,154,298	−10.8%	4.20%
MSFT	Microsoft Corp Technology	Reduced	27,946	-364	$10,344,770	−24.4%	3.57%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	19,956	-305	$8,911,152	−3.0%	3.08%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	61,338	-2,499	$8,548,677	+9.1%	2.95%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	9,491	-158	$7,333,126	−1.5%	2.53%
QCOM	Qualcomm Inc/De Technology	Reduced	55,937	-922	$7,203,566	−25.9%	2.49%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Reduced	40,456	-748	$6,718,527	+1.4%	2.32%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Reduced	214,978	-5,558	$6,475,137	−5.9%	2.24%
INCY	Incyte Corp Healthcare	Reduced	65,158	-1,015	$6,132,670	−6.2%	2.12%
WMT	Walmart Inc. Consumer Defensive	Reduced	46,104	-714	$5,729,805	+9.9%	1.98%
NTAP	NetApp, Inc. Technology	Reduced	55,034	-696	$5,634,931	−5.6%	1.95%
AZN	Astrazeneca PLC Healthcare	NEW	27,296	NEW	$5,383,317	NEW	1.86%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	37,403	-700	$5,357,231	−5.6%	1.85%
CSCO	Cisco Systems, Inc. Technology	Reduced	65,828	-1,321	$5,107,594	−1.3%	1.76%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	10,378	-160	$4,973,137	−6.1%	1.72%
AMGN	Amgen Inc Healthcare	Reduced	12,884	-60	$4,533,235	+7.0%	1.57%
TROW	Price T Rowe Group Inc Financial Services	Reduced	48,278	-142	$4,351,778	−12.2%	1.50%
GMAB	Genmab A/S Healthcare	Reduced	160,910	-2,400	$4,317,215	−14.2%	1.49%
IBM	International Business Machines Corp Technology	Reduced	17,731	-174	$4,297,817	−19.0%	1.48%
CTAS	Cintas Corp Industrials	Reduced	24,933	-717	$4,217,167	−12.6%	1.46%
UNH	Unitedhealth Group Inc Healthcare	Reduced	15,159	-159	$4,101,873	−18.9%	1.42%
NICE	NICE Ltd. Technology	Reduced	37,200	-975	$4,101,672	−5.0%	1.42%
EEFT	Euronet Worldwide, Inc. Technology	Added	61,436	+32,396	$4,077,507	+84.5%	1.41%
INFY	Infosys Ltd Technology	Reduced	293,807	-7,823	$3,969,332	−26.2%	1.37%
NVDA	Nvidia Corp Technology	Added	21,813	+121	$3,804,187	−6.0%	1.31%
ADBE	Adobe Inc. Technology	Reduced	15,295	-67	$3,717,908	−30.8%	1.28%
JNJ	Johnson & Johnson Healthcare	Reduced	14,128	-159	$3,453,448	+16.8%	1.19%
ABBV	AbbVie Inc. Healthcare	Reduced	15,498	-63	$3,370,660	−5.2%	1.16%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	23,024	-400	$3,288,978	−24.3%	1.14%
GSK	GSK plc Healthcare	Reduced	59,334	-1,489	$3,274,643	+9.8%	1.13%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	52,522	-760	$3,185,459	+10.8%	1.10%
MRK	Merck & Co., Inc. Healthcare	Reduced	25,324	-308	$3,046,223	+12.9%	1.05%
SYK	Stryker Corp Healthcare	Held	9,032	0	$2,967,824	−6.5%	1.03%
EPAM	EPAM Systems, Inc. Technology	Reduced	21,545	-325	$2,917,193	−34.9%	1.01%
ADI	Analog Devices Inc Technology	Reduced	8,692	-588	$2,765,272	+9.9%	0.96%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	11,304	-273	$2,670,909	−4.3%	0.92%
URBN	Urban Outfitters Inc Consumer Cyclical	Reduced	40,839	-1,200	$2,587,150	−18.2%	0.89%
CI	Cigna Group Healthcare	Reduced	9,274	-111	$2,473,839	−4.2%	0.85%
PYPL	PayPal Holdings, Inc. Financial Services	Reduced	53,435	-1,801	$2,416,865	−25.1%	0.84%
ITW	Illinois Tool Works Inc Industrials	Added	8,929	+2	$2,324,129	+5.7%	0.80%
TDY	Teledyne Technologies Inc Technology	Reduced	3,822	-140	$2,312,348	+14.3%	0.80%
PRLB	Proto Labs Inc Industrials	Reduced	38,728	-900	$2,208,270	+10.2%	0.76%
XOM	ExxonMobil Holdings Corp Energy	Added	12,934	+2	$2,194,382	+41.0%	0.76%
NFLX	Netflix Inc Communication Services	Added	21,355	+185	$2,053,283	+3.4%	0.71%
NVS	Novartis AG Healthcare	Added	13,334	+6	$2,036,768	+10.8%	0.70%
PEP	Pepsico Inc Consumer Defensive	Added	12,915	+29	$2,005,570	+8.4%	0.69%
ORCL	Oracle Corp Technology	Held	12,963	0	$1,906,986	−24.5%	0.66%
FDS	Factset Research Systems Inc Financial Services	Added	8,780	+105	$1,905,172	−24.3%	0.66%