MondegarAI
AIMZ Investment Advisors, LLC

Q2 2025 · 13F-HR

AIMZ Investment Advisors, LLCholdings as filed

Filed 2025-08-12 · accession 0001630365-25-000009

$298.7M
Reported value
130
Positions
2025-06-30
Period end
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The Brief · AIMZ Investment Advisors, LLC · Q2 2025

AI · grounded in 13F

AIMZ Investment Advisors, LLC established a new position in META valued at $19.3M. The fund also initiated new stakes in AAPL for $17.6M and MSFT for $14.4M. Additional new positions include QCOM at $9.3M and VRTX at $9.2M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30303M102METAMETA PLATFORMS INC$19.3M6.47%26,203CommonNONE
037833100AAPLAPPLE INC$17.6M5.89%85,779CommonNONE
594918104MSFTMICROSOFT CORP$14.4M4.82%28,914CommonNONE
747525103QCOMQUALCOMM INC$9.3M3.10%58,109CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$9.2M3.09%20,726CommonNONE
02079K107GOOGALPHABET INC$8.5M2.86%48,101CommonNONE
02079K305GOOGLALPHABET INC$7.5M2.50%42,379CommonNONE
375558103GILDGILEAD SCIENCES INC$7.2M2.41%65,020CommonNONE
64110D104NTAPNETAPP INC$6.1M2.06%57,612CommonNONE
172908105CTASCINTAS CORP$5.8M1.95%26,098CommonNONE
00724F101ADBEADOBE INC$5.7M1.90%14,696CommonNONE
456788108INFYINFOSYS LTD$5.7M1.89%305,420CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.4M1.80%18,201CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$5.2M1.74%23,424CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.2M1.73%10,658CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$5.2M1.73%9,854CommonNONE
17275R102CSCOCISCO SYS INC$4.9M1.63%70,138CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$4.7M1.59%49,145CommonNONE
45337C102INCYINCYTE CORP$4.6M1.56%68,248CommonNONE
931142103WMTWALMART INC$4.6M1.55%47,357CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$4.4M1.47%38,527CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$4.1M1.36%42,298CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$4.0M1.34%53,979CommonNONE
046353108AZNNASTRAZENECA PLC$4.0M1.34%57,331CommonNONE
29414B104EPAMEPAM SYS INC$3.9M1.32%22,330CommonNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$3.8M1.26%224,557CommonNONE
031162100AMGNAMGEN INC$3.7M1.23%13,120CommonNONE
863667101SYKSTRYKER CORPORATION$3.6M1.21%9,131CommonNONE
372303206GMABGENMAB A/S$3.4M1.15%165,880CommonNONE
917047102URBNURBAN OUTFITTERS INC$3.1M1.05%43,239CommonNONE
125523100CITHE CIGNA GROUP$3.1M1.04%9,385CommonNONE
67066G104NVDANVIDIA CORPORATION$3.0M1.02%19,192CommonNONE
68389X105ORCLORACLE CORP$3.0M1.01%13,753CommonNONE
00287Y109ABBVABBVIE INC$2.9M0.98%15,706CommonNONE
64110L106NFLXNETFLIX INC$2.8M0.93%2,076CommonNONE
L44385109GLOBGLOBANT S A$2.8M0.93%30,582CommonNONE
548661107LOWLOWES COS INC$2.6M0.87%11,725CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.5M0.84%8,069CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.4M0.82%52,846CommonNONE
25659T107DLBDOLBY LABORATORIES INC$2.4M0.80%32,071CommonNONE
37733W204GSKGSK PLC$2.4M0.80%61,867CommonNONE
032654105ADIANALOG DEVICES INC$2.3M0.79%9,853CommonNONE
298736109EEFTEURONET WORLDWIDE INC$2.3M0.78%22,850CommonNONE
922908512VOEVANGUARD INDEX FDS$2.3M0.77%13,956CommonNONE
002824100ABTABBOTT LABS$2.3M0.76%16,584CommonNONE
478160104JNJJOHNSON & JOHNSON$2.2M0.74%14,531CommonNONE
452308109ITWILLINOIS TOOL WKS INC$2.2M0.74%8,924CommonNONE
58933Y105MRKMERCK & CO INC$2.1M0.70%26,333CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$2.1M0.69%4,027CommonNONE
291011104EMREMERSON ELEC CO$1.9M0.65%14,488CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.9M0.64%14,339CommonNONE
354613101BENFRANKLIN RESOURCES INC$1.9M0.64%80,002CommonNONE
191216100KOCOCA COLA CO$1.7M0.58%24,577CommonNONE
713448108PEPPEPSICO INC$1.7M0.57%12,998CommonNONE
855244109SBUXSTARBUCKS CORP$1.7M0.57%18,719CommonNONE
922908744VTVVANGUARD INDEX FDS$1.7M0.57%9,610CommonNONE
G02602103DOXAMDOCS LTD$1.7M0.55%18,140CommonNONE
743713109PRLBPROTO LABS INC$1.6M0.55%40,903CommonNONE
437076102HDHOME DEPOT INC$1.6M0.55%4,450CommonNONE
66987V109NVSNOVARTIS AG$1.6M0.54%13,328CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.6M0.53%7,742CommonNONE
78409V104SPGIS&P GLOBAL INC$1.6M0.53%2,996CommonNONE
G5960L103MDTMEDTRONIC PLC$1.5M0.52%17,717CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M0.47%13,001CommonNONE
92204A504VHTVANGUARD WORLD FD$1.3M0.43%5,192CommonNONE
023135106AMZNAMAZON COM INC$1.3M0.43%5,824CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$1.1M0.35%25,000CommonNONE
949746101WMT2WELLS FARGO CO NEW$919,1370.31%11,472CommonNONE
88160R101TSLATESLA INC$912,3200.31%2,872CommonNONE
482480100KLACKLA CORP$902,0100.30%1,007CommonNONE
97651M109WITWIPRO LTD$886,8120.30%293,646CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$838,8070.28%2,893CommonNONE
060505104BACBANK AMERICA CORP$834,8190.28%17,642CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$831,5520.28%6,100CommonNONE
46429B697USMVISHARES TR$753,2130.25%8,024CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$722,6560.24%730CommonNONE
88579Y101MMM3M CO$714,4210.24%4,693CommonNONE
458140100INTCINTEL CORP$698,6010.23%31,188CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$681,3450.23%6,750CommonNONE
256746108DLTRDOLLAR TREE INC$677,9290.23%6,845CommonNONE
405552100HLNHALEON PLC$669,4560.22%64,557CommonNONE
278642103EBAYEBAY INC.$665,4230.22%8,937CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$613,1630.21%7,922CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$597,0530.20%8,882CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$571,2670.19%925CommonNONE
433539202HIPOHIPPO HLDGS INC$564,4650.19%20,210CommonNONE
46090E103QQQINVESCO QQQ TR$556,9870.19%1,010CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$537,9760.18%990CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$519,6540.17%1,685CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$481,2490.16%41,921CommonNONE
580135101MCDMCDONALDS CORP$475,3610.16%1,627CommonNONE
922908736VUGVANGUARD INDEX FDS$471,7650.16%1,076CommonNONE
532457108LLYELI LILLY & CO$455,4810.15%584CommonNONE
92826C839VVISA INC$427,6420.14%1,204CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$427,0350.14%10,500CommonNONE
G1890L107CPRICAPRI HOLDINGS LIMITED$420,9950.14%23,785CommonNONE
957638109WALWESTERN ALLIANCE BANCORP$411,0330.14%5,271CommonNONE
57636Q104MAMASTERCARD INCORPORATED$401,2220.13%714CommonNONE
69351T106PPLPPL CORP$385,2280.13%11,367CommonNONE
717081103PFEPFIZER INC$381,4050.13%15,735CommonNONE
038222105AMATAPPLIED MATLS INC$376,2090.13%2,055CommonNONE
816851109SRESEMPRA$372,0310.12%4,910CommonNONE
780259305SHELSHELL PLC$371,4130.12%5,275CommonNONE
11135F101AVGOBROADCOM INC$355,5890.12%1,290CommonNONE
00206R102TAT&T INC$333,2150.11%11,514CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$315,4380.11%11,400CommonNONE
001055102AFLAFLAC INC$298,8740.10%2,834CommonNONE
438516106HONHONEYWELL INTL INC$292,2640.10%1,255CommonNONE
369604301GEGE AEROSPACE$283,6440.09%1,102CommonNONE
742718109PGPROCTER AND GAMBLE CO$278,3570.09%1,747CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$264,9890.09%530CommonNONE
166764100CVXCHEVRON CORP NEW$255,3310.09%1,783CommonNONE
20825C104COPCONOCOPHILLIPS$252,3490.08%2,812CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$244,8940.08%1,998CommonNONE
360876809XCORFUNDX INVT TR$238,4600.08%3,259CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$233,0250.08%1,250CommonNONE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$232,7150.08%6,100CommonNONE
254687106DISDISNEY WALT CO$225,9460.08%1,822CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$225,3940.08%5,209CommonNONE
90353W103UIUBIQUITI INC$216,1160.07%525CommonNONE
020002101ALLALLSTATE CORP$211,3760.07%1,050CommonNONE
46429B663HDVISHARES TR$208,5460.07%1,780CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$208,0810.07%778CommonNONE
62855J104MYGNMYRIAD GENETICS INC$208,0720.07%39,185CommonNONE
084423102WRBBERKLEY W R CORP$205,7160.07%2,800CommonNONE
37940X102GPNGLOBAL PMTS INC$204,6620.07%2,557CommonNONE
882508104TXNTEXAS INSTRS INC$202,4300.07%975CommonNONE
59156R108METMETLIFE INC$200,0850.07%2,488CommonNONE
500255104KSSKOHLS CORP$126,8270.04%14,956CommonNONE
654902204NOKNOKIA CORP$98,9380.03%19,100CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.