AIMZ Investment Advisors, LLC
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | $25.9M | 89,665 | +0.03pp | 31q | -1.1%-$276.3K | |
| ALPHABET INC | GOOGL | $15.0M | 41,959 | +0.37pp | 31q | -0.7%-$110.1K | |
| META PLATFORMS INC | META | $14.1M | 25,024 | -0.55pp | 31q | HELD | |
| ALPHABET INC | GOOG | $13.6M | 38,527 | +0.22pp | 31q | -3.0%-$424.0K | |
| MICROSOFT CORP | MSFT | $10.4M | 27,896 | -0.33pp | 31q | HELD | |
| QUALCOMM INC | QCOM | $10.3M | 55,840 | +0.61pp | 31q | HELD | |
| VERTEX PHARMACEUTICALS INC | VRTX | $9.9M | 19,931 | -0.03pp | 22q | HELD | |
| NETAPP INC | NTAP | $8.5M | 55,037 | +0.60pp | 31q | HELD | |
| GILEAD SCIENCES INC | GILD | $7.7M | 61,319 | -0.51pp | 31q | HELD | |
| CISCO SYS INC | CSCO | $7.7M | 65,557 | +0.54pp | 31q | HELD | |
| C H ROBINSON WORLDWIDE IN | CHRW | $7.6M | 40,129 | flat | 31q | -0.8%-$61.6K | |
| INCYTE CORP | INCY | $7.4M | 65,133 | +0.14pp | 20q | HELD | |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | $7.2M | 212,978 | -0.02pp | 31q | -0.9%-$67.8K | |
| UNITEDHEALTH GROUP INC | UNH | $6.3M | 15,160 | +0.47pp | 31q | HELD | |
| EXPEDITORS INTL WASH INC | EXPD | $6.0M | 37,106 | +0.01pp | 31q | -0.8%-$48.4K | |
| REGENERON PHARMACEUTICALS | REGN | $5.9M | 9,491 | -0.64pp | 31q | HELD | |
| PRICE T ROWE GROUP INC | TROW | $5.5M | 48,258 | +0.16pp | 31q | HELD | |
| WALMART INC | WMT | $5.2M | 45,895 | -0.34pp | 31q | HELD | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $5.2M | 10,378 | -0.11pp | 26q | HELD | |
| ASTRAZENECA PLC | AZN | $5.2M | 27,221 | -0.24pp | 2q | HELD | |
| INTERNATIONAL BUSINESS MACHS | IBM | $5.0M | 17,733 | +0.04pp | 31q | HELD | |
| AMGEN INC | AMGN | $4.7M | 12,935 | -0.11pp | 31q | HELD | |
| EURONET WORLDWIDE INC | EEFT | $4.5M | 61,636 | -0.02pp | 11q | HELD | |
| GENMAB A/S | GMAB | $4.4M | 160,910 | -0.12pp | 7q | HELD | |
| CINTAS CORP | CTAS | $4.2M | 24,933 | -0.14pp | 31q | HELD | |
| INTEL CORP | INTC | $4.0M | 28,942 | +0.72pp | 31q | HELD | |
| NVIDIA CORPORATION | NVDA | $4.0M | 20,113 | -0.07pp | 14q | -7.8%-$340.2K | |
| ABBVIE INC | ABBV | $3.9M | 15,376 | +0.02pp | 31q | -0.8%-$30.7K | |
| JOHNSON & JOHNSON | JNJ | $3.5M | 13,954 | -0.09pp | 31q | -1.2%-$44.2K | |
| ZOETIS INC | ZTS | $3.5M | 49,190 | - | new | NEW | |
| VANGUARD INDEX FDS | VOE | $3.4M | 17,107 | -0.09pp | 31q | -4.1%-$144.3K | |
| NICE LTD | NICE | $3.3M | 36,180 | -0.36pp | 3q | -2.7%-$92.7K | |
| MERCK & CO INC | MRK | $3.3M | 25,475 | -0.04pp | 31q | +0.6%+$19.4K | |
| PROTO LABS INC | PRLB | $3.2M | 38,728 | +0.19pp | 19q | HELD | |
| ADOBE INC | ADBE | $3.1M | 15,350 | -0.28pp | 31q | HELD | |
| ANALOG DEVICES INC | ADI | $3.1M | 7,832 | flat | 31q | -9.9%-$341.6K | |
| GSK PLC | GSK | $3.1M | 59,214 | -0.16pp | 16q | HELD | |
| INFOSYS LTD | INFY | $3.1M | 293,869 | -0.38pp | 31q | HELD | |
| BRISTOL-MYERS SQUIBB CO | BMY | $3.0M | 52,522 | -0.15pp | 31q | HELD | |
| CHECK POINT SOFTWARE TECH LT | CHKP | $3.0M | 23,024 | -0.18pp | 31q | HELD | |
| KLA CORP | KLAC | $3.0M | 9,810 | +0.37pp | 25q | +900.0%+$2.7M | |
| VANGUARD INDEX FDS | VTV | $2.9M | 13,484 | -0.01pp | 31q | HELD | |
| STRYKER CORPORATION | SYK | $2.8M | 9,033 | -0.13pp | 31q | HELD | |
| URBAN OUTFITTERS INC | URBN | $2.8M | 39,339 | -0.03pp | 31q | -3.7%-$106.3K | |
| VANGUARD SPECIALIZED FUNDS | VIG | $2.7M | 11,485 | -0.02pp | 31q | HELD | |
| VANGUARD WHITEHALL FDS | VYM | $2.7M | 16,824 | -0.07pp | 31q | -3.8%-$104.3K | |
| THE CIGNA GROUP | CI | $2.5M | 9,244 | -0.06pp | 31q | HELD | |
| TELEDYNE TECHNOLOGIES INC | TDY | $2.5M | 3,819 | -0.01pp | 21q | HELD | |
| LOWES COS INC | LOW | $2.5M | 11,305 | -0.14pp | 31q | HELD | |
| FRANKLIN RESOURCES INC | BEN | $2.5M | 74,493 | +0.13pp | 31q | -1.6%-$41.1K | |
| ILLINOIS TOOL WKS INC | ITW | $2.4M | 8,906 | -0.06pp | 31q | HELD | |
| HENRY JACK & ASSOC INC | JKHY | $2.4M | 17,350 | - | new | NEW | |
| VANGUARD WORLD FD | VHT | $2.3M | 7,797 | -0.03pp | 31q | -1.8%-$42.8K | |
| PAYPAL HLDGS INC | PYPL | $2.3M | 53,282 | -0.11pp | 31q | HELD | |
| MARVELL TECHNOLOGY INC | MRVL | $2.1M | 7,181 | +0.37pp | 21q | +0.5%+$11.3K | |
| NOVARTIS AG | NVS | $2.1M | 13,284 | -0.06pp | 31q | HELD | |
| EMERSON ELEC CO | EMR | $2.0M | 14,286 | -0.02pp | 31q | -0.8%-$15.5K | |
| FACTSET RESH SYS INC | FDS | $2.0M | 8,780 | -0.03pp | 3q | HELD | |
| COCA COLA CO | KO | $2.0M | 24,422 | -0.03pp | 31q | -0.7%-$14.6K | |
| ORACLE CORP | ORCL | $1.9M | 12,963 | -0.07pp | 31q | HELD | |
| STARBUCKS CORP | SBUX | $1.8M | 17,948 | +0.01pp | 31q | HELD | |
| EXXON MOBIL CORP | XOMXXXX | $1.8M | 12,887 | -0.19pp | 31q | HELD | |
| PEPSICO INC | PEP | $1.7M | 12,915 | -0.14pp | 31q | HELD | |
| EPAM SYS INC | EPAM | $1.7M | 21,130 | -0.44pp | 9q | -1.9%-$32.9K | |
| DOLBY LABORATORIES INC | DLB | $1.7M | 31,486 | -0.13pp | 31q | HELD | |
| HOME DEPOT INC | HD | $1.5M | 4,250 | -0.02pp | 31q | HELD | |
| NETFLIX INC | NFLX | $1.5M | 20,855 | -0.22pp | 31q | -2.3%-$35.7K | |
| ABBOTT LABORATORIES | ABT | $1.5M | 16,376 | -0.11pp | 31q | HELD | |
| AMAZON COM INC | AMZN | $1.4M | 6,005 | +0.01pp | 30q | HELD | |
| MEDTRONIC PLC | MDT | $1.4M | 17,735 | -0.09pp | 31q | HELD | |
| INVESCO EXCHANGE TRADED FD T | PRF | $1.4M | 25,000 | flat | 31q | HELD | |
| APPLIED MATLS INC | AMAT | $1.3M | 1,808 | +0.17pp | 23q | -0.6%-$7.2K | |
| TESLA INC | TSLA | $1.2M | 2,865 | flat | 25q | HELD | |
| S&P GLOBAL INC | $1.2M | 2,932 | - | new | NEW | ||
| VANGUARD INDEX FDS | VUG | $1.1M | 12,251 | +0.02pp | 13q | +501.1%+$879.8K | |
| JPMORGAN CHASE & CO | JPM | $1.0M | 3,143 | flat | 31q | HELD | |
| EBAY INC. | EBAY | $976.8K | 8,741 | +0.02pp | 31q | -2.2%-$22.2K | |
| VANGUARD INTL EQUITY INDEX F | VEU | $921.9K | 11,008 | -0.01pp | 31q | -3.7%-$35.6K | |
| AMDOCS LTD | DOX | $909.9K | 18,003 | -0.11pp | 31q | HELD | |
| WELLS FARGO & CO | WFC | $896.1K | 10,844 | -0.03pp | 31q | -2.8%-$25.9K | |
| ISHARES TR | SOXX | $875.9K | 1,367 | +0.09pp | 3q | -7.4%-$70.5K | |
| BANK OF AMER CORP | BAC | $875.4K | 15,364 | -0.01pp | 31q | -6.1%-$57.0K | |
| DELL TECHNOLOGIES INC | DELL | $830.6K | 1,925 | +0.13pp | 5q | -2.5%-$21.6K | |
| ELI LILLY & CO | LLY | $823.2K | 686 | +0.05pp | 13q | +12.3%+$90.0K | |
| DOLLAR TREE INC | DLTR | $811.0K | 6,705 | flat | 31q | HELD | |
| ISHARES TR | USMV | $774.0K | 8,024 | -0.02pp | 31q | HELD | |
| 3M CO | MMM | $751.7K | 4,643 | flat | 31q | HELD | |
| MICRON TECHNOLOGY INC | MU | $722.6K | 626 | - | new | NEW | |
| GLOBANT S A | GLOB | $716.0K | 24,742 | -0.16pp | 6q | -2.5%-$18.1K | |
| UNITED PARCEL SVCS INC | UPS | $714.9K | 6,650 | -0.01pp | 31q | HELD | |
| INVESCO QQQ TR | QQQ | $706.5K | 959 | +0.02pp | 29q | HELD | |
| COSTCO WHOLESALE CORPORATION | COST | $697.9K | 746 | -0.04pp | 30q | HELD | |
| STATE STR SPDR S&P 500 ETF T | SPY | $672.8K | 901 | flat | 30q | HELD | |
| WIPRO LTD | WIT | $623.8K | 277,234 | -0.01pp | 31q | HELD | |
| PALANTIR TECHNOLOGIES INC | PLTR | $602.5K | 5,164 | -0.07pp | 8q | HELD | |
| INVESCO EXCHANGE TRADED FD T | PRFZ | $585.6K | 10,500 | +0.01pp | 25q | HELD | |
| HIPPO HLDGS INC | HIPO | $571.1K | 20,210 | -0.01pp | 15q | HELD | |
| VANGUARD INDEX FDS | VBR | $549.2K | 2,260 | flat | 4q | -1.7%-$9.7K | |
| BROADCOM INC | AVGO | $533.8K | 1,413 | +0.01pp | 9q | +1.9%+$9.8K | |
| VANGUARD INDEX FDS | VBK | $491.9K | 1,345 | flat | 3q | -4.3%-$21.9K | |
| WESTERN ALLIANCE BANCORP | WAL | $433.3K | 5,271 | flat | 12q | HELD | |
| HALEON PLC | HLN | $433.2K | 46,428 | -0.04pp | 16q | -10.9%-$53.2K | |
| VISA INC | V | $431.4K | 1,257 | flat | 15q | HELD | |
| CATERPILLAR INC | CAT | $417.0K | 392 | +0.03pp | 3q | HELD | |
| MCDONALDS CORP | MCD | $412.8K | 1,527 | -0.03pp | 31q | HELD | |
| INTUITIVE SURGICAL INC | ISRG | $412.4K | 1,037 | -0.03pp | 15q | HELD | |
| GE AEROSPACE | GE | $411.9K | 1,102 | +0.02pp | 6q | HELD | |
| SEMPRA | SRE | $408.9K | 4,410 | -0.03pp | 23q | -10.2%-$46.4K | |
| PPL CORP | PPL | $407.1K | 11,200 | -0.02pp | 31q | HELD | |
| SCHWAB STRATEGIC TR | SCHV | $396.8K | 11,400 | flat | 23q | HELD | |
| VANGUARD INDEX FDS | VOT | $393.6K | 1,285 | +0.01pp | 3q | HELD | |
| SHELL PLC | SHEL | $389.6K | 5,025 | -0.04pp | 18q | +1.0%+$3.9K | |
| AUTOMATIC DATA PROCESSING IN | ADP | $379.8K | 1,696 | flat | 31q | HELD | |
| FIDELITY COVINGTON TRUST | FTEC | $375.4K | 1,314 | +0.01pp | 3q | -7.7%-$31.4K | |
| CAPRI HOLDINGS LIMITED | CPRI | $367.0K | 19,765 | -0.01pp | 30q | -3.4%-$13.0K | |
| ISHARES TR | IAI | $357.7K | 2,040 | -0.01pp | 3q | HELD | |
| CORNING INC | GLW | $357.6K | 1,400 | - | new | NEW | |
| SPDR SERIES TRUST | SPTS | $356.3K | 12,282 | -0.03pp | 3q | -10.2%-$40.6K | |
| PALO ALTO NETWORKS INC | PANW | $346.1K | 1,015 | - | new | NEW | |
| ETF SER SOLUTIONS | QTUM | $337.7K | 2,042 | +0.03pp | 3q | HELD | |
| AFLAC INC | AFL | $332.3K | 2,834 | flat | 13q | HELD | |
| BOEING CO | BA | $330.6K | 1,527 | flat | 3q | HELD | |
| DIMENSIONAL ETF TRUST | DFAI | $328.7K | 7,968 | -0.01pp | 3q | HELD | |
| PFIZER INC | PFE | $323.0K | 13,414 | -0.03pp | 31q | -3.7%-$12.4K | |
| MASTERCARD INCORPORATED | MA | $316.9K | 617 | -0.01pp | 15q | HELD | |
| PNC FINL SVCS GROUP INC | PNC | $307.8K | 1,250 | flat | 8q | HELD | |
| CHEVRON CORPORATION | CVX | $298.8K | 1,802 | -0.03pp | 19q | HELD | |
| TEXAS INSTRS INC | TXN | $296.0K | 993 | - | new | NEW | |
| CONOCOPHILLIPS | COP | $292.3K | 2,812 | -0.03pp | 18q | HELD | |
| FUNDX INVT TR | XCOR | $279.4K | 3,084 | flat | 10q | -5.4%-$15.9K | |
| PROCTER & GAMBLE CO | PG | $270.9K | 1,847 | flat | 10q | +5.7%+$14.7K | |
| GE VERNOVA INC | GEV | $270.2K | 230 | +0.01pp | 2q | HELD | |
| NORTHROP GRUMMAN CORP | NOC | $269.9K | 530 | -0.04pp | 19q | HELD | |
| SITIME CORP | SITM | $268.4K | 360 | - | new | NEW | |
| DIREXION SHARES ETF TRUST | SOXL | $266.7K | 1,000 | - | new | NEW | |
| UNITED RENTALS INC | URI | $251.5K | 222 | - | new | NEW | |
| NOKIA CORP | NOK | $237.7K | 17,900 | +0.02pp | 31q | HELD | |
| ISHARES TR | DGRO | $234.8K | 3,098 | -0.01pp | 3q | -13.9%-$37.9K | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $233.1K | 488 | - | new | NEW | |
| FIFTH THIRD BANCORP | FITB | $232.7K | 4,128 | -0.01pp | 2q | -19.5%-$56.4K | |
| ISHARES INC | EMXC | $229.3K | 2,241 | - | new | NEW | |
| UBIQUITI INC | UI | $227.0K | 425 | -0.07pp | 5q | -19.0%-$53.4K | |
| AT&T INC | T | $222.6K | 10,754 | -0.04pp | 31q | -1.8%-$4.1K | |
| SCHWAB STRATEGIC TR | SCHF | $222.4K | 8,030 | - | new | NEW | |
| VERIZON COMMUNICATIONS INC | VZ | $220.5K | 5,209 | -0.02pp | 6q | HELD | |
| SOUTHWEST AIRLS CO | LUV | $219.0K | 4,260 | - | new | NEW | |
| MYRIAD GENETICS INC | MYGN | $205.9K | 36,060 | flat | 31q | -3.1%-$6.6K | |
| METLIFE INC | MET | $205.2K | 2,425 | - | new | NEW | |
| NISOURCE INC | NI | $204.5K | 4,300 | -0.01pp | 2q | HELD | |
| GENERAL MTRS CO | GM | $202.3K | 2,625 | - | new | NEW | |
| ISHARES TR | IJR | $200.7K | 1,353 | - | new | NEW | |
| KOHLS CORP | KSS | $184.2K | 10,397 | +0.01pp | 31q | -4.5%-$8.8K | |
| BEYOND MEAT INC | BYND | $7.5K | 10,000 | flat | 3q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Biotech & Pharma | $77.7M | 21.4% |
| Software & IT Services | $76.9M | 21.1% |
| Computer Hardware | $48.3M | 13.3% |
| Semiconductors & Electronics | $30.2M | 8.3% |
| Retail & Consumer | $22.0M | 6.0% |
| Insurance | $15.2M | 4.2% |
| Transport & Logistics | $14.5M | 4.0% |
| Banks & Lending | $8.3M | 2.3% |
| Capital Markets | $8.0M | 2.2% |
| Industrials | $6.0M | 1.6% |
| Other sectors | $29.0M | 8.0% |
| Not classified | $27.6M | 7.6% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $363.5M | 153 | 17 | 8 | 43 | 3 | 33.9% | 45 |
| Q1 2026 | $323.6M | 139 | 4 | 15 | 68 | 5 | 34.0% | 45 |
| Q4 2025 | $349.6M | 140 | 16 | 15 | 57 | 4 | 35.4% | 48 |
| Q3 2025 | $318.7M | 128 | 1 | 9 | 44 | 3 | 35.6% | 43 |
| Q2 2025 | $298.7M | 130 | 6 | 4 | 54 | 1 | 35.1% | 43 |
| Q1 2025 | $286.4M | 125 | 6 | 32 | 24 | 5 | 34.5% | 44 |
| Q4 2024 | $287.9M | 124 | 3 | 7 | 68 | 3 | 36.9% | 36 |
| Q3 2024 | $293.0M | 124 | 7 | 15 | 52 | 2 | 37.6% | 44 |
| Q2 2024 | $279.0M | 119 | 3 | 10 | 50 | 4 | 39.7% | 39 |
| Q1 2024 | $268.1M | 120 | 7 | 5 | 61 | 1 | 37.3% | 40 |
| Q4 2023 | $246.8M | 114 | 5 | 7 | 52 | 3 | 37.1% | 29 |
| Q3 2023 | $224.9M | 112 | 3 | 8 | 46 | 4 | 36.1% | 45 |
| Q2 2023 | $232.7M | 113 | 3 | 8 | 16 | 0 | 35.8% | 40 |
| Q1 2023 | $223.2M | 110 | 1 | 6 | 48 | 4 | 35.3% | 46 |
| Q4 2022 | $211.9K | 113 | 7 | 7 | 67 | 0 | 32.7% | 41 |
| Q3 2022 | $197.6M | 106 | 2 | 10 | 26 | 5 | 33.6% | 46 |
| Q2 2022 | $208.5M | 109 | 0 | 7 | 24 | 7 | 32.8% | 33 |
| Q1 2022 | $243.2M | 116 | 3 | 5 | 63 | 6 | 33.5% | 36 |
| Q4 2021 | $256.9M | 119 | 8 | 53 | 18 | 2 | 33.4% | 40 |
| Q3 2021 | $221.6M | 113 | 2 | 19 | 36 | 3 | 33.5% | 43 |
| Q2 2021 | $223.0M | 114 | 7 | 11 | 12 | 2 | 33.5% | 36 |
| Q1 2021 | $204.3M | 109 | 3 | 9 | 21 | 2 | 32.0% | 28 |
| Q4 2020 | $190.9M | 108 | 8 | 24 | 13 | 0 | 34.1% | 39 |
| Q3 2020 | $167.0M | 100 | 4 | 9 | 43 | 2 | 35.0% | 44 |
| Q2 2020 | $154.2M | 98 | 8 | 7 | 23 | 1 | 34.6% | 41 |
| Q1 2020 | $128.7M | 91 | 1 | 10 | 37 | 9 | 33.5% | 42 |
| Q4 2019 | $154.5M | 99 | 3 | 8 | 49 | 2 | 31.1% | 44 |
| Q3 2019 | $145.2M | 98 | 2 | 3 | 43 | 2 | 30.2% | 44 |
| Q2 2019 | $145.0M | 98 | 3 | 4 | 26 | 4 | 30.3% | 45 |
| Q1 2019 | $145.7M | 99 | 7 | 4 | 35 | 0 | 29.3% | 45 |
| Q4 2018 | $129.5M | 92 | 0 | 0 | 0 | 0 | 29.4% | 45 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.