AIMZ Investment Advisors, LLC
Sector Allocation
- Technology43.6%$158.4M
- Healthcare25.3%$91.9M
- Financials8.2%$29.8M
- Other6.8%$24.6M
- Industrials6.6%$23.8M
- Consumer Discretionary4.8%$17.6M
- Consumer Staples3.1%$11.2M
- Energy0.8%$2.7M
- Communication Services0.5%$1.9M
- Utilities0.3%$1.0M
AUM History
13fpro.ai/research/fund/aimz-investment-advisors-llc-1630365
Conviction and streaks
Stable · top 10 = 33.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$25.9MGOOGL
$15.0MMETA
$14.1MGOOG
$13.6MMSFT
$10.4MQCOM
$10.3MVRTX
$9.9MNTAP
$8.5MGILD
$7.7MCSCO
$7.7MCHRW
$7.6MINCY
$7.4MTEVA
$7.2MUNH
$6.3MEXPD
$6.0MREGN
$5.9MTROW
$5.5MWMT
$5.2MBRK.B
$5.2MAZN
$5.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/aimz-investment-advisors-llc-1630365
AIMZ Investment Advisors, LLC 13F holdings — Q2 2026
$363.5M portfolio (+12.3% QoQ) · 153 holdings · Q2 2026 13F · top 10 are 34% of the stock portfolio
$25.9M
7.1% of stocks
-1%This quarter+12.4%Since filed10+ qtrsHeld$15.0M
4.1% of stocks
-0.7%This quarter-8.5%Since filed10+ qtrsHeld$14.1M
3.9% of stocks
No changeThis quarter+6.9%Since filed10+ qtrsHeld$13.6M
3.8% of stocks
-3%This quarter-8.5%Since filed10+ qtrsHeld$10.4M
2.9% of stocks
-0.2%This quarter+7.5%Since filed10+ qtrsHeld$10.3M
2.8% of stocks
-0.2%This quarter+8.3%Since filed10+ qtrsHeld$9.9M
2.7% of stocks
-0.1%This quarter+2.3%Since filed10+ qtrsHeld$8.5M
2.3% of stocks
+0.0%This quarter+7.2%Since filed10+ qtrsHeld$7.7M
2.1% of stocks
-0.0%This quarter+14.7%Since filed10+ qtrsHeld$7.7M
2.1% of stocks
-0.4%This quarter-1.3%Since filed10+ qtrsHeld
All holdings — AIMZ Investment Advisors, LLC (Q2 2026)
153 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $7.6M | 2.1% | 40K | -0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | INCYTE CORP | Healthcare | $7.4M | 2.0% | 65K | -0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | TEVA PHARMACEUTICAL INDUSTRIES LTDadr | Healthcare | $7.2M | 2.0% | 213K | -0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | UNITEDHEALTH GROUP INC | Healthcare | $6.3M | 1.7% | 15K | +0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $6.0M | 1.7% | 37K | -0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | REGENERON PHARMACEUTICALS, INC. | Healthcare | $5.9M | 1.6% | 9,491 | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | PRICE T ROWE GROUP INC | Financials | $5.5M | 1.5% | 48K | -0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Walmart Inc. | Consumer Staples | $5.2M | 1.4% | 46K | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | BERKSHIRE HATHAWAY INC | Financials | $5.2M | 1.4% | 10K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ASTRAZENECA PLC | Healthcare | $5.2M | 1.4% | 27K | -0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $5.0M | 1.4% | 18K | +0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | AMGEN INC | Healthcare | $4.7M | 1.3% | 13K | +0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | EURONET WORLDWIDE, INC. | Financials | $4.5M | 1.2% | 62K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | GENMAB A/Sadr | Healthcare | $4.4M | 1.2% | 161K | — | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CINTAS CORP | Consumer Discretionary | $4.2M | 1.2% | 25K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $INTC | INTEL CORP | Technology | $4.0M | 1.1% | 29K | -0.2% | |||
| 27 | $NVDA | NVIDIA CORP | Technology | $4.0M | 1.1% | 20K | -8% | |||
| 28 | $ABBV | AbbVie Inc. | Healthcare | $3.9M | 1.1% | 15K | -0.8% | |||
| 29 | $JNJ | JOHNSON & JOHNSON | Healthcare | $3.5M | 1.0% | 14K | -1% | |||
| 30 | $ZTS | Zoetis Inc. | Healthcare | $3.5M | 1.0% | 49K | New | |||
| 31 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $3.4M | 0.9% | 17K | -4% | |||
| 32 | $NICE | NICE Ltd. | Technology | $3.3M | 0.9% | 36K | -3% | |||
| 33 | $MRK | Merck & Co., Inc. | Healthcare | $3.3M | 0.9% | 25K | +0.6% | |||
| 34 | $PRLB | Proto Labs Inc | Industrials | $3.2M | 0.9% | 39K | — | |||
| 35 | $ADBE | ADOBE INC. | Technology | $3.1M | 0.9% | 15K | +0.4% | |||
| 36 | $ADI | ANALOG DEVICES INC | Technology | $3.1M | 0.9% | 7,832 | -10% | |||
| 37 | $GSK | GSK plc | Healthcare | $3.1M | 0.8% | 59K | -0.2% | |||
| 38 | $INFY | Infosys Ltd | Technology | $3.1M | 0.8% | 294K | +0.0% | |||
| 39 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $3.0M | 0.8% | 53K | — | |||
| 40 | $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | Technology | $3.0M | 0.8% | 23K | — | |||
| 41 | $KLAC | KLA CORP | Technology | $3.0M | 0.8% | 9,810 | +900% | |||
| 42 | — | VANGUARD INDEX FDS - VALUE ETF | — | $2.9M | 0.8% | 13K | -0.0% | |||
| 43 | $SYK | STRYKER CORP | Healthcare | $2.8M | 0.8% | 9,033 | +0.0% | |||
| 44 | $URBN | URBAN OUTFITTERS INC | Consumer Discretionary | $2.8M | 0.8% | 39K | -4% | |||
| 45 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $2.7M | 0.8% | 11K | +0.0% | |||
| 46 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $2.7M | 0.7% | 17K | -4% | |||
| 47 | $CI | Cigna Group | Healthcare | $2.5M | 0.7% | 9,244 | -0.3% | |||
| 48 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $2.5M | 0.7% | 3,819 | -0.1% | |||
| 49 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $2.5M | 0.7% | 11K | +0.0% | |||
| 50 | $BEN | FRANKLIN TEMPLETON INC | Financials | $2.5M | 0.7% | 74K | -2% | |||
| 51 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $2.4M | 0.7% | 8,906 | -0.3% | |||
| 52 | $JKHY | JACK HENRY & ASSOCIATES INC | Technology | $2.4M | 0.7% | 17K | New | |||
| 53 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $2.3M | 0.6% | 7,797 | -2% | |||
| 54 | $PYPL | PayPal Holdings, Inc. | Financials | $2.3M | 0.6% | 53K | -0.3% | |||
| 55 | $MRVL | Marvell Technology, Inc. | Technology | $2.1M | 0.6% | 7,181 | +0.5% | |||
| 56 | $NVS | NOVARTIS AG | Healthcare | $2.1M | 0.6% | 13K | -0.4% | |||
| 57 | $EMR | EMERSON ELECTRIC CO | Industrials | $2.0M | 0.6% | 14K | -0.8% | |||
| 58 | $FDS | FACTSET RESEARCH SYSTEMS INC | Technology | $2.0M | 0.6% | 8,780 | — | |||
| 59 | $KO | COCA COLA CO | Consumer Staples | $2.0M | 0.6% | 24K | -0.7% | |||
| 60 | $ORCL | ORACLE CORP | Technology | $1.9M | 0.5% | 13K | — | |||
| 61 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $1.8M | 0.5% | 18K | +0.0% | |||
| 62 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.8M | 0.5% | 13K | -0.4% | |||
| 63 | $PEP | PEPSICO INC | Consumer Staples | $1.7M | 0.5% | 13K | — | |||
| 64 | $EPAM | EPAM Systems, Inc. | Technology | $1.7M | 0.5% | 21K | -2% | |||
| 65 | $DLB | Dolby Laboratories, Inc. | Financials | $1.7M | 0.5% | 31K | +0.0% | |||
| 66 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.5M | 0.4% | 4,250 | — | |||
| 67 | $NFLX | NETFLIX INC | Communication Services | $1.5M | 0.4% | 21K | -2% | |||
| 68 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.5M | 0.4% | 16K | +0.0% | |||
| 69 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.4M | 0.4% | 6,005 | — | |||
| 70 | $MDT | Medtronic plc | Healthcare | $1.4M | 0.4% | 18K | +0.0% | |||
| 71 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.4% | 25K | — | |||
| 72 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.3M | 0.4% | 1,808 | -0.6% | |||
| 73 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.2M | 0.3% | 2,865 | — | |||
| 74 | $SPGI | S&P Global Inc. | Financials | $1.2M | 0.3% | 2,932 | — | |||
| 75 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $1.1M | 0.3% | 12K | +501% | |||
| 76 | $JPM | JPMORGAN CHASE & CO | Financials | $1.0M | 0.3% | 3,143 | — | |||
| 77 | $EBAY | EBAY INC | Consumer Discretionary | $977K | 0.3% | 8,741 | -2% | |||
| 78 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $922K | 0.3% | 11K | -4% | |||
| 79 | $DOX | AMDOCS LTD | Technology | $910K | 0.3% | 18K | +0.0% | |||
| 80 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $896K | 0.3% | 11K | -3% | |||
| 81 | — | ISHARES TR - ISHARES SEMICDTR | — | $876K | 0.2% | 1,367 | -7% | |||
| 82 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $875K | 0.2% | 15K | -6% | |||
| 83 | $DELL | Dell Technologies Inc. | Technology | $831K | 0.2% | 1,925 | -3% | |||
| 84 | $LLY | ELI LILLY & Co | Healthcare | $823K | 0.2% | 686 | +12% | |||
| 85 | $DLTR | DOLLAR TREE, INC. | Consumer Staples | $811K | 0.2% | 6,705 | -0.2% | |||
| 86 | — | ISHARES TR - MSCI USA MIN ETF | — | $774K | 0.2% | 8,024 | — | |||
| 87 | $MMM | 3M CO | Healthcare | $752K | 0.2% | 4,643 | — | |||
| 88 | $MU | MICRON TECHNOLOGY INC | Technology | $723K | 0.2% | 626 | New | |||
| 89 | $GLOB | Globant S.A. | Technology | $716K | 0.2% | 25K | -2% | |||
| 90 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $715K | 0.2% | 6,650 | — | |||
| 91 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $706K | 0.2% | 959 | — | |||
| 92 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $698K | 0.2% | 746 | — | |||
| 93 | $SPY | SPDR S&P 500 ETF TRUST | — | $673K | 0.2% | 901 | — | |||
| 94 | $WIT | WIPRO LTD | Technology | $624K | 0.2% | 277K | — | |||
| 95 | $PLTR | Palantir Technologies Inc. | Technology | $602K | 0.2% | 5,164 | — | |||
| 96 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | — | $586K | 0.2% | 11K | — | |||
| 97 | $HIPO | Hippo Holdings Inc. | Financials | $571K | 0.2% | 20K | — | |||
| 98 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $549K | 0.1% | 2,260 | -2% | |||
| 99 | $AVGO | Broadcom Inc. | Technology | $534K | 0.1% | 1,413 | +2% | |||
| 100 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $492K | 0.1% | 1,345 | -4% | |||
| 101 | $WAL | WESTERN ALLIANCE BANCORPORATION | Financials | $433K | 0.1% | 5,271 | — | |||
| 102 | $HLN | Haleon plc | Consumer Staples | $433K | 0.1% | 46K | -11% | |||
| 103 | $V | VISA INC. | Financials | $431K | 0.1% | 1,257 | — | |||
| 104 | $CAT | CATERPILLAR INC | Industrials | $417K | 0.1% | 392 | — | |||
| 105 | $MCD | MCDONALDS CORP | Consumer Discretionary | $413K | 0.1% | 1,527 | — | |||
| 106 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $412K | 0.1% | 1,037 | — | |||
| 107 | $GE | GENERAL ELECTRIC CO | Industrials | $412K | 0.1% | 1,102 | — | |||
| 108 | $SRE | SEMPRA | Utilities | $409K | 0.1% | 4,410 | -10% | |||
| 109 | $PPL | PPL Corp | Utilities | $407K | 0.1% | 11K | — | |||
| 110 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $397K | 0.1% | 11K | — | |||
| 111 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $394K | 0.1% | 1,285 | — | |||
| 112 | $SHEL | Shell plc | Energy | $390K | 0.1% | 5,025 | +1% | |||
| 113 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $380K | 0.1% | 1,696 | — | |||
| 114 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $375K | 0.1% | 1,314 | -8% | |||
| 115 | $CPRI | Capri Holdings Ltd | Consumer Discretionary | $367K | 0.1% | 20K | -3% | |||
| 116 | — | ISHARES TR - US BR DEL SE ETF | — | $358K | 0.1% | 2,040 | — | |||
| 117 | $GLW | CORNING INC /NY | Materials | $358K | 0.1% | 1,400 | New | |||
| 118 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | — | $356K | 0.1% | 12K | -10% | |||
| 119 | $PANW | Palo Alto Networks Inc | Technology | $346K | 0.1% | 1,015 | New | |||
| 120 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | — | $338K | 0.1% | 2,042 | — | |||
| 121 | $AFL | AFLAC INC | Financials | $332K | 0.1% | 2,834 | — | |||
| 122 | $BA | BOEING CO | Industrials | $331K | 0.1% | 1,527 | — | |||
| 123 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $329K | 0.1% | 7,968 | — | |||
| 124 | $PFE | PFIZER INC | Healthcare | $323K | 0.1% | 13K | -4% | |||
| 125 | $MA | Mastercard Inc | Financials | $317K | 0.1% | 617 | — | |||
| 126 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $308K | 0.1% | 1,250 | — | |||
| 127 | $CVX | CHEVRON CORP | Energy | $299K | 0.1% | 1,802 | — | |||
| 128 | $TXN | TEXAS INSTRUMENTS INC | Technology | $296K | 0.1% | 993 | New | |||
| 129 | $COP | CONOCOPHILLIPS | Energy | $292K | 0.1% | 2,812 | — | |||
| 130 | — | FUNDX INVT TR - FUNDX ETF | — | $279K | 0.1% | 3,084 | -5% | |||
| 131 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $271K | 0.1% | 1,847 | +6% | |||
| 132 | $GEV | GE Vernova Inc. | Industrials | $270K | 0.1% | 230 | — | |||
| 133 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $270K | 0.1% | 530 | — | |||
| 134 | $SITM | SITIME Corp | Technology | $268K | 0.1% | 360 | New | |||
| 135 | — | DIREXION SHARES ETF TRUST - DAI SEM BUL ETF | — | $267K | 0.1% | 1,000 | New | |||
| 136 | $URI | UNITED RENTALS, INC. | Industrials | $252K | 0.1% | 222 | New | |||
| 137 | $NOK | NOKIA CORP | Technology | $238K | 0.1% | 18K | — | |||
| 138 | — | ISHARES TR - CORE DIV GRWTH | — | $235K | 0.1% | 3,098 | -14% | |||
| 139 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $233K | 0.1% | 488 | New | |||
| 140 | $FITB | FIFTH THIRD BANCORP | Financials | $233K | 0.1% | 4,128 | -20% | |||
| 141 | — | ISHARES INC - MSCI EMRG CHN | — | $229K | 0.1% | 2,241 | New | |||
| 142 | $UI | Ubiquiti Inc. | Technology | $227K | 0.1% | 425 | -19% | |||
| 143 | $T | AT&T INC. | Communication Services | $223K | 0.1% | 11K | -2% | |||
| 144 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $222K | 0.1% | 8,030 | New | |||
| 145 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $221K | 0.1% | 5,209 | — | |||
| 146 | $LUV | SOUTHWEST AIRLINES CO | Industrials | $219K | 0.1% | 4,260 | New | |||
| 147 | $MYGN | MYRIAD GENETICS INC | Healthcare | $206K | 0.1% | 36K | -3% | |||
| 148 | $MET | METLIFE INC | Financials | $205K | 0.1% | 2,425 | New | |||
| 149 | $NI | NISOURCE INC. | Utilities | $204K | 0.1% | 4,300 | — | |||
| 150 | $GM | General Motors Co | Consumer Discretionary | $202K | 0.1% | 2,625 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 16 new, 23 added to, 62 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (16)
$ZTSZoetis Inc.$3.5M
first bought this quarter
$JKHYJACK HENRY & ASSOCIATES INC$2.4M
first bought this quarter
$MUMICRON TECHNOLOGY INC$723K
first bought this quarter
$GLWCORNING INC /NY$358K
first bought this quarter
$PANWPalo Alto Networks Inc$346K
first bought this quarter
$TXNTEXAS INSTRUMENTS INC$296K
first bought this quarter
+10 more in the Excel export
Added to (23)
$KLACKLA CORP+900%
now $3.0M · held 10+ qtrs
- VANGUARD INDEX FDS - GROWTH ETF+501%
now $1.1M
$LLYELI LILLY & Co+12%
now $823K · held 10+ qtrs, 2 adds in a row
$MRKMerck & Co., Inc.+0.6%
now $3.3M · held 10+ qtrs
$AMGNAMGEN INC+0.4%
now $4.7M · held 10+ qtrs
$PGPROCTER & GAMBLE Co+6%
now $271K · held 10+ qtrs
+17 more in the Excel export
Trimmed (62)
now $13.6M · held 10+ qtrs, 4 trims in a row
$ADIANALOG DEVICES INC-10%
now $3.1M · held 10+ qtrs, 2 trims in a row
$NVDANVIDIA CORP-8%
now $4.0M · held 10+ qtrs
now $25.9M · held 10+ qtrs, 2 trims in a row
- VANGUARD INDEX FDS - MCAP VL IDXVIP-4%
now $3.4M
now $15.0M · held 10+ qtrs
+56 more in the Excel export
Holdings by quarter
Every 13F AIMZ Investment Advisors, LLC has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow AIMZ Investment Advisors?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of AIMZ Investment Advisors's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+4.3%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 5% over the last 4
Top 10 weight
34%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
AIMZ Investment Advisors, LLC disclosed 153 positions worth $363.5M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 7.1% of the equity portfolio, followed by $GOOGL and $META. During the quarter the fund opened 16 new positions and exited 2 — including a new stake in $ZTS and a full exit from $HON. The portfolio is most concentrated in Technology (43.6% of disclosed assets). All figures are sourced directly from AIMZ Investment Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1630365.
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AI-Powered Hedge Fund Analysis: AIMZ Investment Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For AIMZ Investment Advisors, LLC (SEC CIK: 1630365), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in AIMZ Investment Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.