AIMZ Investment Advisors, LLC
Filing Date
Global Rank
#3,470
/ 8,586
▼ 5
Top Industry
Drug Manufacturers - General
13.0%
3Y Alpha vs SPY
-7.6%
Period ended 3 months ago
Filed May 15, 2026 · 32d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+46.8%
SPY
+78.1%
Annualised alpha
-7.6%
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, 2025Top 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 |
|---|---|---|
| Technology | 33.7% | $97,845,958 |
| Healthcare | 29.2% | $84,883,010 |
| Communication Services | 10.0% | $29,103,609 |
| Industrials | 9.5% | $27,673,810 |
| Financial Services | 7.5% | $21,908,630 |
| Consumer Cyclical | 4.3% | $12,368,816 |
| Consumer Defensive | 3.9% | $11,344,956 |
| Energy | 1.2% | $3,401,074 |
| Unclassified | 0.4% | $1,139,471 |
| Utilities | 0.4% | $1,105,582 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
29 positions ·
$97,845,958 total
· Technology 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 90,620 | $22,998,449 | 23.50% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 27,946 | $10,344,770 | 10.57% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 55,937 | $7,203,566 | 7.36% | |
| NTAP |
NetApp, Inc.
Technology
|
Reduced | 55,034 | $5,634,931 | 5.76% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 65,828 | $5,107,594 | 5.22% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 17,731 | $4,297,817 | 4.39% | |
| NICE |
NICE Ltd.
Technology
|
Reduced | 37,200 | $4,101,672 | 4.19% | |
| EEFT |
Euronet Worldwide, Inc.
Technology
|
Added | 61,436 | $4,077,507 | 4.17% | |
| INFY |
Infosys Ltd
Technology
|
Reduced | 293,807 | $3,969,332 | 4.06% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 21,813 | $3,804,187 | 3.89% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 15,295 | $3,717,908 | 3.80% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
Reduced | 23,024 | $3,288,978 | 3.36% | |
| EPAM |
EPAM Systems, Inc.
Technology
|
Reduced | 21,545 | $2,917,193 | 2.98% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 8,692 | $2,765,272 | 2.83% | |
| TDY |
Teledyne Technologies Inc
Technology
|
Reduced | 3,822 | $2,312,348 | 2.36% | |
| ORCL |
Oracle Corp
Technology
|
Held | 12,963 | $1,906,986 | 1.95% | |
| KLAC |
Kla Corp
Technology
|
Added | 981 | $1,444,434 | 1.48% | |
| INTC |
Intel Corp
Technology
|
Reduced | 29,002 | $1,279,858 | 1.31% | |
| DOX |
Amdocs Ltd
Technology
|
Added | 17,999 | $1,174,614 | 1.20% | |
| GLOB |
Globant S.A.
Technology
|
Reduced | 25,367 | $1,169,672 | 1.20% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 5,164 | $755,389 | 0.77% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 7,143 | $707,514 | 0.72% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,818 | $621,374 | 0.64% | |
| WIT |
Wipro Ltd
Technology
|
Reduced | 277,234 | $587,736 | 0.60% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,387 | $429,290 | 0.44% | |
| UI |
Ubiquiti Inc.
Technology
|
Held | 525 | $414,902 | 0.42% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 1,696 | $344,593 | 0.35% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 1,975 | $324,156 | 0.33% | |
| NOK |
Nokia Corp
Technology
|
Reduced | 17,900 | $143,916 | 0.15% |