# AIMZ Investment Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1630365. Source: https://holderbook.com/funds/1630365-aimz-investment-advisors-llc/

- Reported value: $363.5M
- Positions: 153
- Weight of the ten largest: 33.9%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $25.9M | 89,665 | 7.1% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $15.0M | 41,959 | 4.1% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $14.1M | 25,024 | 3.9% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $13.6M | 38,527 | 3.7% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $10.4M | 27,896 | 2.9% | 31 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $10.3M | 55,840 | 2.8% | 31 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $9.9M | 19,931 | 2.7% | 22 |
| NETAPP INC | [NTAP](https://holderbook.com/stocks/NTAP/) | $8.5M | 55,037 | 2.3% | 31 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $7.7M | 61,319 | 2.1% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $7.7M | 65,557 | 2.1% | 31 |
| C H ROBINSON WORLDWIDE IN | [CHRW](https://holderbook.com/stocks/CHRW/) | $7.6M | 40,129 | 2.1% | 31 |
| INCYTE CORP | [INCY](https://holderbook.com/stocks/INCY/) | $7.4M | 65,133 | 2.0% | 20 |
| TEVA PHARMACEUTICAL INDS LTD | [TEVA](https://holderbook.com/stocks/TEVA/) | $7.2M | 212,978 | 2.0% | 31 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $6.3M | 15,160 | 1.7% | 31 |
| EXPEDITORS INTL WASH INC | [EXPD](https://holderbook.com/stocks/EXPD/) | $6.0M | 37,106 | 1.7% | 31 |
| REGENERON PHARMACEUTICALS | [REGN](https://holderbook.com/stocks/REGN/) | $5.9M | 9,491 | 1.6% | 31 |
| PRICE T ROWE GROUP INC | [TROW](https://holderbook.com/stocks/TROW/) | $5.5M | 48,258 | 1.5% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $5.2M | 45,895 | 1.4% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $5.2M | 10,378 | 1.4% | 26 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $5.2M | 27,221 | 1.4% | 2 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $5.0M | 17,733 | 1.4% | 31 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $4.7M | 12,935 | 1.3% | 31 |
| EURONET WORLDWIDE INC | [EEFT](https://holderbook.com/stocks/EEFT/) | $4.5M | 61,636 | 1.2% | 11 |
| GENMAB A/S | [GMAB](https://holderbook.com/stocks/GMAB/) | $4.4M | 160,910 | 1.2% | 7 |
| CINTAS CORP | [CTAS](https://holderbook.com/stocks/CTAS/) | $4.2M | 24,933 | 1.2% | 31 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $4.0M | 28,942 | 1.1% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $4.0M | 20,113 | 1.1% | 14 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $3.9M | 15,376 | 1.1% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $3.5M | 13,954 | 1.0% | 31 |
| ZOETIS INC | [ZTS](https://holderbook.com/stocks/ZTS/) | $3.5M | 49,190 | 1.0% | 1 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $3.4M | 17,107 | 0.9% | 31 |
| NICE LTD | [NICE](https://holderbook.com/stocks/NICE/) | $3.3M | 36,180 | 0.9% | 3 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $3.3M | 25,475 | 0.9% | 31 |
| PROTO LABS INC | [PRLB](https://holderbook.com/stocks/PRLB/) | $3.2M | 38,728 | 0.9% | 19 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $3.1M | 15,350 | 0.9% | 31 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $3.1M | 7,832 | 0.9% | 31 |
| GSK PLC | [GSK](https://holderbook.com/stocks/GSK/) | $3.1M | 59,214 | 0.9% | 16 |
| INFOSYS LTD | [INFY](https://holderbook.com/stocks/INFY/) | $3.1M | 293,869 | 0.8% | 31 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $3.0M | 52,522 | 0.8% | 31 |
| CHECK POINT SOFTWARE TECH LT | [CHKP](https://holderbook.com/stocks/CHKP/) | $3.0M | 23,024 | 0.8% | 31 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $3.0M | 9,810 | 0.8% | 25 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $2.9M | 13,484 | 0.8% | 31 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $2.8M | 9,033 | 0.8% | 31 |
| URBAN OUTFITTERS INC | [URBN](https://holderbook.com/stocks/URBN/) | $2.8M | 39,339 | 0.8% | 31 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $2.7M | 11,485 | 0.7% | 31 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $2.7M | 16,824 | 0.7% | 31 |
| THE CIGNA GROUP | [CI](https://holderbook.com/stocks/CI/) | $2.5M | 9,244 | 0.7% | 31 |
| TELEDYNE TECHNOLOGIES INC | [TDY](https://holderbook.com/stocks/TDY/) | $2.5M | 3,819 | 0.7% | 21 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $2.5M | 11,305 | 0.7% | 31 |
| FRANKLIN RESOURCES INC | [BEN](https://holderbook.com/stocks/BEN/) | $2.5M | 74,493 | 0.7% | 31 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $2.4M | 8,906 | 0.7% | 31 |
| HENRY JACK & ASSOC INC | [JKHY](https://holderbook.com/stocks/JKHY/) | $2.4M | 17,350 | 0.7% | 1 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $2.3M | 7,797 | 0.6% | 31 |
| PAYPAL HLDGS INC | [PYPL](https://holderbook.com/stocks/PYPL/) | $2.3M | 53,282 | 0.6% | 31 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $2.1M | 7,181 | 0.6% | 21 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $2.1M | 13,284 | 0.6% | 31 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $2.0M | 14,286 | 0.6% | 31 |
| FACTSET RESH SYS INC | [FDS](https://holderbook.com/stocks/FDS/) | $2.0M | 8,780 | 0.6% | 3 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $2.0M | 24,422 | 0.5% | 31 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.9M | 12,963 | 0.5% | 31 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $1.8M | 17,948 | 0.5% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.8M | 12,887 | 0.5% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $1.7M | 12,915 | 0.5% | 31 |
| EPAM SYS INC | [EPAM](https://holderbook.com/stocks/EPAM/) | $1.7M | 21,130 | 0.5% | 9 |
| DOLBY LABORATORIES INC | [DLB](https://holderbook.com/stocks/DLB/) | $1.7M | 31,486 | 0.5% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.5M | 4,250 | 0.4% | 31 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $1.5M | 20,855 | 0.4% | 31 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $1.5M | 16,376 | 0.4% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.4M | 6,005 | 0.4% | 30 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $1.4M | 17,735 | 0.4% | 31 |
| INVESCO EXCHANGE TRADED FD T | [PRF](https://holderbook.com/stocks/PRF/) | $1.4M | 25,000 | 0.4% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $1.3M | 1,808 | 0.4% | 23 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.2M | 2,865 | 0.3% | 25 |
| S&P GLOBAL INC | - | $1.2M | 2,932 | 0.3% | 1 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $1.1M | 12,251 | 0.3% | 13 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.0M | 3,143 | 0.3% | 31 |
| EBAY INC. | [EBAY](https://holderbook.com/stocks/EBAY/) | $976.8K | 8,741 | 0.3% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $921.9K | 11,008 | 0.3% | 31 |
| AMDOCS LTD | [DOX](https://holderbook.com/stocks/DOX/) | $909.9K | 18,003 | 0.3% | 31 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $896.1K | 10,844 | 0.2% | 31 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $875.9K | 1,367 | 0.2% | 3 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $875.4K | 15,364 | 0.2% | 31 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $830.6K | 1,925 | 0.2% | 5 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $823.2K | 686 | 0.2% | 13 |
| DOLLAR TREE INC | [DLTR](https://holderbook.com/stocks/DLTR/) | $811.0K | 6,705 | 0.2% | 31 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $774.0K | 8,024 | 0.2% | 31 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $751.7K | 4,643 | 0.2% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $722.6K | 626 | 0.2% | 1 |
| GLOBANT S A | [GLOB](https://holderbook.com/stocks/GLOB/) | $716.0K | 24,742 | 0.2% | 6 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $714.9K | 6,650 | 0.2% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $706.5K | 959 | 0.2% | 29 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $697.9K | 746 | 0.2% | 30 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $672.8K | 901 | 0.2% | 30 |
| WIPRO LTD | [WIT](https://holderbook.com/stocks/WIT/) | $623.8K | 277,234 | 0.2% | 31 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $602.5K | 5,164 | 0.2% | 8 |
| INVESCO EXCHANGE TRADED FD T | [PRFZ](https://holderbook.com/stocks/PRFZ/) | $585.6K | 10,500 | 0.2% | 25 |
| HIPPO HLDGS INC | [HIPO](https://holderbook.com/stocks/HIPO/) | $571.1K | 20,210 | 0.2% | 15 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $549.2K | 2,260 | 0.2% | 4 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $533.8K | 1,413 | 0.1% | 9 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $491.9K | 1,345 | 0.1% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.3% | +14.8% | -4.5% | 100% |
| Q1 2026 | -6.2% | -4.6% | -1.5% | 100% |
| Q4 2025 | +5.5% | +2.4% | +3.1% | 100% |
| Q3 2025 | +6.5% | +7.8% | -1.3% | 100% |
| Q2 2025 | +4.8% | +10.5% | -5.7% | 100% |
| Q1 2025 | -3.0% | -4.6% | +1.5% | 100% |
| Q4 2024 | -1.5% | +2.1% | -3.7% | 100% |
| Q3 2024 | +5.6% | +5.4% | +0.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $363.5M | 153 |
| Q1 2026 | $323.6M | 139 |
| Q4 2025 | $349.6M | 140 |
| Q3 2025 | $318.7M | 128 |
| Q2 2025 | $298.7M | 130 |
| Q1 2025 | $286.4M | 125 |
| Q4 2024 | $287.9M | 124 |
| Q3 2024 | $293.0M | 124 |
| Q2 2024 | $279.0M | 119 |
| Q1 2024 | $268.1M | 120 |
| Q4 2023 | $246.8M | 114 |
| Q3 2023 | $224.9M | 112 |