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AIMZ Investment Advisors, LLC

CIK 1630365 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

AIMZ Investment Advisors, LLC reported 153 US-listed holdings worth $363.5 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Apple Inc. (7.1%), Alphabet Inc. (4.1%) and Meta Platforms, Inc. (3.9%). Against the quarter before, it opened 17 positions, added to 10, trimmed 57 and sold out of 3.

Reported holdings$363.5M+12.3% on Q1 2026
Positions153+14 on Q1 2026
The largest ten33.9%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
HeldTrimmed
AAPL7.1%GOOGL4.1%META3.9%GOOG3.7%MSFT2.9%QCOM2.8%VRTX2.7%NTAP2.3%GILD2.1%CSCO2.1%CHRW2.1%INCY2.0%TEVA2.0%UNH1.7%139 more58.3%

The 14 largest of its 153 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $293.0 million in 124 positions$293MQ3 24Q4 2024: $287.9 million in 124 positions$288MQ4 24Q1 2025: $286.4 million in 125 positions$286MQ1 25Q2 2025: $298.7 million in 130 positions$299MQ2 25Q3 2025: $318.7 million in 128 positions$319MQ3 25Q4 2025: $349.6 million in 140 positions$350MQ4 25Q1 2026: $323.6 million in 139 positions$324MQ1 26Q2 2026: $363.5 million in 153 positions$363MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +16.4% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +16.4%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 17Added 10Held 69Trimmed 57Sold out 3
Opened: 17Added: 10Held: 69Trimmed: 57Sold out: 3

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 17

  1. Zoetis Inc. ZTS$3.5 million
  2. Jack Henry & Associates Inc. JKHY$2.4 million
  3. S&P Global Inc.$1.2 million
  4. Micron Technology Inc. MU$722,586
  5. Corning Inc. GLW$357,602
  6. Palo Alto Networks Inc. PANW$346,135
  7. Texas Instruments Inc. TXN$295,984
  8. Sitime Corp. SITM$268,402

and 9 more in the table below

Added to 10

  1. Eli Lilly & Co. LLY+75 shares · +12%
  2. Merck & Co., Inc. MRK+151 shares · +1%
  3. Amgen Inc. AMGN+51 shares · +0%
  4. Procter & Gamble Co. PG+100 shares · +6%
  5. Euronet Worldwide, Inc. EEFT+200 shares · +0%
  6. Marvell Technology, Inc. MRVL+38 shares · +1%
  7. Adobe Inc. ADBE+55 shares · +0%
  8. Broadcom Inc. AVGO+26 shares · +2%

and 2 more in the table below

Trimmed 57

  1. Alphabet Inc. GOOG-1,200 shares · -3%
  2. Analog Devices Inc. ADI-860 shares · -10%
  3. NVIDIA Corp. NVDA-1,700 shares · -8%
  4. Apple Inc. AAPL-955 shares · -1%
  5. Vanguard Mid Cap Value ETF VOE-730 shares · -4%
  6. Alphabet Inc. GOOGL-308 shares · -1%
  7. Urban Outfitters Inc. URBN-1,500 shares · -4%
  8. Vanguard Whitehall FDS VYM-660 shares · -4%

and 49 more in the table below

Sold out of 3

  1. S&P Global Inc. SPGI$1.2 million last quarter
  2. Honeywell International Inc. HON$286,606 last quarter
  3. Allstate Corp. ALL$217,707 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Apple Inc. AAPL89.7K$25.9 million7.14%-955
Alphabet Inc. GOOGL42.0K$15.0 million4.13%-308
Meta Platforms, Inc. META25.0K$14.1 million3.88%no change
Alphabet Inc. GOOG38.5K$13.6 million3.75%-1.2K
Microsoft Corp. MSFT27.9K$10.4 million2.86%-50
Qualcomm Inc. QCOM55.8K$10.3 million2.84%-97
Vertex Pharmaceuticals Inc. VRTX19.9K$9.9 million2.72%-25
NetApp, Inc. NTAP55.0K$8.5 million2.34%+3
Gilead Sciences, Inc. GILD61.3K$7.7 million2.13%-19
Cisco Systems, Inc. CSCO65.6K$7.7 million2.12%-271
C. H. Robinson Worldwide, Inc. CHRW40.1K$7.6 million2.08%-327
Incyte Corp. INCY65.1K$7.4 million2.03%-25
Teva Pharmaceutical Industries Ltd. TEVA213.0K$7.2 million1.99%-2.0K
UnitedHealth Group Inc. UNH15.2K$6.3 million1.73%+1
Expeditors International of Washington Inc. EXPD37.1K$6.0 million1.66%-297
Regeneron Pharmaceuticals, Inc. REGN9.5K$5.9 million1.63%no change
T. Rowe Price Group, Inc. TROW48.3K$5.5 million1.51%-20
Walmart Inc. WMT45.9K$5.2 million1.43%-209
Berkshire Hathaway Inc. Class B BRKB10.4K$5.2 million1.43%no change
AstraZeneca PLC AZN27.2K$5.2 million1.42%-75
International Business Machines Corp. IBM17.7K$5.0 million1.37%+2
Amgen Inc. AMGN12.9K$4.7 million1.29%+51
Euronet Worldwide, Inc. EEFT61.6K$4.5 million1.24%+200
Genmab A/S GMAB160.9K$4.4 million1.22%no change
Cintas Corp. CTAS24.9K$4.2 million1.17%no change
Intel Corp. INTC28.9K$4.0 million1.11%-60
NVIDIA Corp. NVDA20.1K$4.0 million1.11%-1.7K
AbbVie Inc. ABBV15.4K$3.9 million1.06%-122
Johnson & Johnson JNJ14.0K$3.5 million0.97%-174
Zoetis Inc. ZTS49.2K$3.5 million0.97%new
Vanguard Mid Cap Value ETF VOE17.1K$3.4 million0.93%-730
Nice Ltd NICE36.2K$3.3 million0.90%-1.0K
Merck & Co., Inc. MRK25.5K$3.3 million0.90%+151
Proto Labs Inc. PRLB38.7K$3.2 million0.87%no change
Adobe Inc. ADBE15.3K$3.1 million0.87%+55
Analog Devices Inc. ADI7.8K$3.1 million0.86%-860
GSK plc GSK59.2K$3.1 million0.85%-120
Infosys Limited INFY293.9K$3.1 million0.85%+62
Bristol-Myers Squibb Co. BMY52.5K$3.0 million0.83%no change
Check Point Software Technologies Ltd. CHKP23.0K$3.0 million0.83%no change
KLA Corp. KLAC9.8K$3.0 million0.81%no change
Vanguard Value ETF VTV13.5K$2.9 million0.81%-4
Stryker Corp. SYK9.0K$2.8 million0.78%+1
Urban Outfitters Inc. URBN39.3K$2.8 million0.77%-1.5K
Vanguard Specialized Funds VIG11.5K$2.7 million0.75%+3
Vanguard Whitehall FDS VYM16.8K$2.7 million0.73%-660
Cigna Group CI9.2K$2.5 million0.70%-30
Teledyne Technologies Inc. TDY3.8K$2.5 million0.70%-3
Lowe's Companies Inc. LOW11.3K$2.5 million0.69%+1
Franklin Templeton Inc. BEN74.5K$2.5 million0.68%-1.2K
Illinois Tool Works Inc. ITW8.9K$2.4 million0.66%-23
Jack Henry & Associates Inc. JKHY17.4K$2.4 million0.66%new
Vanguard World FD VHT7.8K$2.3 million0.64%-143
PayPal Holdings, Inc. PYPL53.3K$2.3 million0.63%-153
Marvell Technology, Inc. MRVL7.2K$2.1 million0.59%+38
Novartis AG NVS13.3K$2.1 million0.57%-50
Emerson Electric Co. EMR14.3K$2.0 million0.56%-108
Factset Research Systems Inc. FDS8.8K$2.0 million0.56%no change
Coca-Cola Co. KO24.4K$2.0 million0.55%-180
Oracle Corp. ORCL13.0K$1.9 million0.52%no change
Starbucks Corp. SBUX17.9K$1.8 million0.50%+1
ExxonMobil Holdings Corp. XOM12.9K$1.8 million0.48%-47
PepsiCo Inc. PEP12.9K$1.7 million0.48%no change
Epam Systems, Inc. EPAM21.1K$1.7 million0.46%-415
Dolby Laboratories, Inc. DLB31.5K$1.7 million0.46%+5
Home Depot, Inc. HD4.2K$1.5 million0.41%no change
Netflix Inc. NFLX20.9K$1.5 million0.41%-500
Abbott Laboratories ABT16.4K$1.5 million0.41%+3
Amazon.com Inc. AMZN6.0K$1.4 million0.39%no change
Medtronic plc MDT17.7K$1.4 million0.38%+5
Invesco Exchange Traded FD T PRF25.0K$1.4 million0.37%no change
Applied Materials Inc. AMAT1.8K$1.3 million0.36%-10
Tesla, Inc. TSLA2.9K$1.2 million0.33%no change
S&P Global Inc.2.9K$1.2 million0.33%new
Vanguard Growth ETF VUG12.3K$1.1 million0.29%+23
JPMorgan Chase & Co. JPM3.1K$1.0 million0.28%no change
Ebay Inc. EBAY8.7K$976,8030.27%-199
Vanguard FTSE All-World ex-US ETF VEU11.0K$921,9200.25%-425
Amdocs Ltd DOX18.0K$909,8860.25%+4
Wells Fargo & Company WFC10.8K$896,1480.25%-314
iShares Trust SOXX1.4K$875,9070.24%-110
Bank of America Corp. BAC15.4K$875,4410.24%-1.0K
Dell Technologies Inc. DELL1.9K$830,5610.23%-50
Eli Lilly & Co. LLY686$823,1720.23%+75
Dollar Tree, Inc. DLTR6.7K$810,9700.22%-15
iShares Edge MSCI Min Vol USA ETF USMV8.0K$773,9950.21%no change
3M Co. MMM4.6K$751,7130.21%no change
Micron Technology Inc. MU626$722,5860.20%new
Globant S A GLOB24.7K$716,0330.20%-625
United Parcel Service Inc. UPS6.7K$714,8750.20%no change
Invesco QQQ Trust QQQ959$706,4860.19%no change
Costco Wholesale Corp. COST746$697,8610.19%no change
SPDR S&P 500 SPY901$672,8300.19%no change
Wipro Limited WIT277.2K$623,7760.17%no change
Palantir Technologies Inc. PLTR5.2K$602,4840.17%no change
Invesco Exchange Traded FD T PRFZ10.5K$585,5850.16%no change
Hippo Holdings Inc. HIPO20.2K$571,1350.16%no change
Vanguard Small Cap Value ETF VBR2.3K$549,1570.15%-40
Broadcom Inc. AVGO1.4K$533,7610.15%+26
Vanguard Small Cap Growth ETF VBK1.3K$491,8670.14%-60
Western Alliance Bancorporation WAL5.3K$433,2760.12%no change
Haleon plc HLN46.4K$433,1730.12%-5.7K
Visa Inc. V1.3K$431,4200.12%no change
Caterpillar Inc. CAT392$417,0220.11%no change
McDonald's Corp. MCD1.5K$412,7630.11%no change
Intuitive Surgical Inc. ISRG1.0K$412,3940.11%no change
General Electric Co. GE1.1K$411,8500.11%no change
Sempra SRE4.4K$408,8510.11%-500
PPL Corp. PPL11.2K$407,1200.11%no change
Schwab Strategic Trust SCHV11.4K$396,8340.11%no change
Vanguard Index FDS VOT1.3K$393,5960.11%no change
Shell plc SHEL5.0K$389,6390.11%+50
Automatic Data Processing Inc. ADP1.7K$379,8190.10%no change
Fidelity Covington Trust FTEC1.3K$375,3660.10%-110
Capri Holdings Ltd. CPRI19.8K$367,0360.10%-700
iShares Trust IAI2.0K$357,7410.10%no change
Corning Inc. GLW1.4K$357,6020.10%new
SPDR Ser Trust SPTS12.3K$356,3010.10%-1.4K
Palo Alto Networks Inc. PANW1.0K$346,1350.10%new
Defiance Quantum ETF QTUM2.0K$337,7060.09%no change
Aflac Inc. AFL2.8K$332,2870.09%no change
Boeing Co. BA1.5K$330,5500.09%no change
Dimensional ETF Trust DFAI8.0K$328,6800.09%no change
Pfizer Inc. PFE13.4K$323,0010.09%-516
Mastercard Inc. MA617$316,8880.09%no change
PNC Financial Services Group, Inc. PNC1.2K$307,7750.08%no change
Chevron Corp. CVX1.8K$298,7670.08%no change
Texas Instruments Inc. TXN993$295,9840.08%new
ConocoPhillips COP2.8K$292,3360.08%no change
Fundx Invt Trust XCOR3.1K$279,4060.08%-175
Procter & Gamble Co. PG1.8K$270,8670.07%+100
GE Vernova Inc. GEV230$270,2180.07%no change
Northrop Grumman Corp. NOC530$269,9340.07%no change
Sitime Corp. SITM360$268,4020.07%new
Direxion Daily Semiconductor Bull 3X Shares SOXL1.0K$266,7100.07%new
United Rentals, Inc. URI222$251,5020.07%new
Nokia Corporation NOK17.9K$237,7120.07%no change
iShares Core Dividend Growth DGRO3.1K$234,8180.06%-500
Taiwan Semiconductor Manufacturing Company Limited TSM488$233,0540.06%new
Fifth Third Bancorp FITB4.1K$232,6950.06%-1.0K
iShares Inc. EMXC2.2K$229,2540.06%new
Ubiquiti Inc. UI425$226,9630.06%-100
AT&T Inc. T10.8K$222,6080.06%-200
Schwab Strategic Trust SCHF8.0K$222,4310.06%new
Verizon Communications Inc. VZ5.2K$220,5490.06%no change
Southwest Airlines Co. LUV4.3K$219,0490.06%new
Myriad Genetics Inc. MYGN36.1K$205,9030.06%-1.1K
Metlife Inc. MET2.4K$205,1790.06%new
Nisource Inc. NI4.3K$204,4650.06%no change
General Motors Co. GM2.6K$202,3350.06%new
iShares Core S&P Small-Cap ETF IJR1.4K$200,7070.06%new
Kohl's Corp. KSS10.4K$184,2400.05%-494
Beyond Meat, Inc. BYND10.0K$7,5000.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 3 it sold out of are in the box above.