AIMZ Investment Advisors, LLC

CIK

1630365

Location

LOS ALTOS, CA

Portfolio Value

Micro $11,344,956

Diversification

Diversified

Filing Date

Global Rank

#3,470 / 8,588 ▼ 5

Top Industry

Drug Manufacturers - General 13.0%

3Y Alpha vs SPY

-7.3%

Period ended 3 months ago

Filed May 15, 2026 · 33d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+46.5%

SPY

+76.8%

Annualised alpha

-7.3%

Max drawdown

−18.6%

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

23.6%

−1.9 pts

Top 10

36.1%

−1.8 pts

HHI

229

Diversified−16

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.7%	$97,845,958	29
Healthcare	29.2%	$84,883,010	24
Communication Services	10.0%	$29,103,609	5
Industrials	9.5%	$27,673,810	15
Financial Services	7.5%	$21,908,630	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	$286,606
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	$1,444,434
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

7 positions · $11,344,956 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Reduced	46,104	-714	$5,729,805	+9.9%	50.51%
PEP	Pepsico Inc Consumer Defensive	Added	12,915	+29	$2,005,570	+8.4%	17.68%
KO	Coca Cola Co Consumer Defensive	Added	24,602	+10	$1,870,982	+8.8%	16.49%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	746	+2	$743,336	+15.9%	6.55%
DLTR	Dollar Tree, Inc. Consumer Defensive	Held	6,720	0	$735,907	−11.0%	6.49%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,747	0	$252,336	+0.8%	2.22%
BYND	Beyond Meat, Inc. Consumer Defensive	Held	10,000	0	$7,020	−14.4%	0.06%