MondegarAI
AIMZ Investment Advisors, LLC

Q4 2025 · 13F-HR

AIMZ Investment Advisors, LLCholdings as filed

Filed 2026-02-17 · accession 0001630365-26-000002

$349.6M
Reported value
140
Positions
2025-12-31
Period end
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The Brief · AIMZ Investment Advisors, LLC · Q4 2025

AI · grounded in 13F

AIMZ Investment Advisors, LLC established a new position in NICE valued at $4.32M. The fund also initiated a new stake in FDS for $2.52M and increased its holdings in AAPL by 8.00%. Conversely, the manager trimmed positions in ORCL by 5.74% and GOOG by 4.86%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$25.0M7.15%91,909CommonNONE
30303M102METAMETA PLATFORMS INC$16.7M4.78%25,331CommonNONE
594918104MSFTMICROSOFT CORP$13.7M3.92%28,310CommonNONE
02079K305GOOGLALPHABET INC$13.6M3.90%43,557CommonNONE
02079K107GOOGALPHABET INC$13.6M3.88%43,259CommonNONE
747525103QCOMQUALCOMM INC$9.7M2.78%56,859CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$9.2M2.63%20,261CommonNONE
375558103GILDGILEAD SCIENCES INC$7.8M2.24%63,837CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$7.4M2.13%9,649CommonNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$6.9M1.97%220,536CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$6.6M1.89%41,204CommonNONE
45337C102INCYINCYTE CORP$6.5M1.87%66,173CommonNONE
64110D104NTAPNETAPP INC$6.0M1.71%55,730CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$5.7M1.62%38,103CommonNONE
00724F101ADBEADOBE INC$5.4M1.54%15,362CommonNONE
456788108INFYINFOSYS LTD$5.4M1.54%301,630CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.3M1.52%17,905CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.3M1.52%10,538CommonNONE
931142103WMTWALMART INC$5.2M1.49%46,818CommonNONE
17275R102CSCOCISCO SYS INC$5.2M1.48%67,149CommonNONE
046353108AZNNASTRAZENECA PLC$5.1M1.47%55,781CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$5.1M1.45%15,318CommonNONE
372303206GMABGENMAB A/S$5.0M1.44%163,310CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$5.0M1.42%48,420CommonNONE
172908105CTASCINTAS CORP$4.8M1.38%25,650CommonNONE
29414B104EPAMEPAM SYS INC$4.5M1.28%21,870CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$4.3M1.24%23,424CommonNONE
653656108NICENICE LTD$4.3M1.23%38,175CommonNONE
031162100AMGNAMGEN INC$4.2M1.21%12,944CommonNONE
67066G104NVDANVIDIA CORPORATION$4.0M1.16%21,692CommonNONE
00287Y109ABBVABBVIE INC$3.6M1.02%15,561CommonNONE
922908512VOEVANGUARD INDEX FDS$3.3M0.94%18,531CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$3.2M0.92%55,236CommonNONE
863667101SYKSTRYKER CORPORATION$3.2M0.91%9,032CommonNONE
917047102URBNURBAN OUTFITTERS INC$3.2M0.90%42,039CommonNONE
37733W204GSKGSK PLC$3.0M0.85%60,823CommonNONE
478160104JNJJOHNSON & JOHNSON$3.0M0.85%14,287CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.9M0.82%53,282CommonNONE
548661107LOWLOWES COS INC$2.8M0.80%11,577CommonNONE
922908744VTVVANGUARD INDEX FDS$2.7M0.79%14,393CommonNONE
58933Y105MRKMERCK & CO INC$2.7M0.77%25,632CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.6M0.76%12,042CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2.6M0.75%18,267CommonNONE
125523100CITHE CIGNA GROUP$2.6M0.74%9,385CommonNONE
68389X105ORCLORACLE CORP$2.5M0.72%12,963CommonNONE
303075105FDSFACTSET RESH SYS INC$2.5M0.72%8,675CommonNONE
032654105ADIANALOG DEVICES INC$2.5M0.72%9,280CommonNONE
92204A504VHTVANGUARD WORLD FD$2.4M0.69%8,427CommonNONE
298736109EEFTEURONET WORLDWIDE INC$2.2M0.63%29,040CommonNONE
452308109ITWILLINOIS TOOL WKS INC$2.2M0.63%8,927CommonNONE
002824100ABTABBOTT LABS$2.1M0.59%16,487CommonNONE
25659T107DLBDOLBY LABORATORIES INC$2.1M0.59%32,077CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$2.0M0.58%3,962CommonNONE
743713109PRLBPROTO LABS INC$2.0M0.57%39,628CommonNONE
64110L106NFLXNETFLIX INC$2.0M0.57%21,170CommonNONE
291011104EMREMERSON ELEC CO$1.9M0.55%14,442CommonNONE
713448108PEPPEPSICO INC$1.8M0.53%12,886CommonNONE
66987V109NVSNOVARTIS AG$1.8M0.53%13,328CommonNONE
354613101BENFRANKLIN RESOURCES INC$1.8M0.52%76,732CommonNONE
191216100KOCOCA COLA CO$1.7M0.49%24,592CommonNONE
G5960L103MDTMEDTRONIC PLC$1.7M0.49%17,726CommonNONE
L44385109GLOBGLOBANT S A$1.7M0.48%25,467CommonNONE
30231G102XOMEXXON MOBIL CORP$1.6M0.45%12,932CommonNONE
78409V104SPGIS&P GLOBAL INC$1.6M0.44%2,972CommonNONE
855244109SBUXSTARBUCKS CORP$1.6M0.44%18,422CommonNONE
437076102HDHOME DEPOT INC$1.5M0.44%4,450CommonNONE
G02602103DOXAMDOCS LTD$1.4M0.41%17,996CommonNONE
023135106AMZNAMAZON COM INC$1.3M0.38%5,821CommonNONE
88160R101TSLATESLA INC$1.2M0.35%2,757CommonNONE
482480100KLACKLA CORP$1.2M0.34%977CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$1.2M0.34%25,000CommonNONE
458140100INTCINTEL CORP$1.1M0.31%29,212CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.0M0.30%11,158CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.0M0.29%3,193CommonNONE
922908736VUGVANGUARD INDEX FDS$1.0M0.29%2,089CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$906,5250.26%5,100CommonNONE
060505104BACBANK AMERICA CORP$893,4200.26%16,244CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$848,3670.24%11,533CommonNONE
256746108DLTRDOLLAR TREE INC$826,6270.24%6,720CommonNONE
97651M109WITWIPRO LTD$816,5250.23%287,509CommonNONE
278642103EBAYEBAY INC.$778,5740.22%8,939CommonNONE
46429B697USMVISHARES TR$755,5400.22%8,024CommonNONE
88579Y101MMM3M CO$743,3050.21%4,643CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$659,6140.19%6,650CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$641,5810.18%744CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$631,1620.18%926CommonNONE
532457108LLYELI LILLY & CO$627,9380.18%584CommonNONE
433539202HIPOHIPPO HLDGS INC$607,9170.17%20,210CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$605,2280.17%7,122CommonNONE
46090E103QQQINVESCO QQQ TR$601,7500.17%980CommonNONE
405552100HLNHALEON PLC$582,6190.17%57,628CommonNONE
464287523SOXXISHARES TR$565,2530.16%1,877CommonNONE
46434V621DGROISHARES TR$562,1820.16%8,098CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$560,6960.16%990CommonNONE
G1890L107CPRICAPRI HOLDINGS LIMITED$518,2560.15%21,240CommonNONE
580135101MCDMCDONALDS CORP$497,2600.14%1,627CommonNONE
922908611VBRVANGUARD INDEX FDS$492,4120.14%2,325CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$481,8450.14%10,500CommonNONE
038222105AMATAPPLIED MATLS INC$474,1470.14%1,845CommonNONE
11135F101AVGOBROADCOM INC$446,4690.13%1,290CommonNONE
957638109WALWESTERN ALLIANCE BANCORP$443,1330.13%5,271CommonNONE
816851109SRESEMPRA$433,5040.12%4,910CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$433,4330.12%1,685CommonNONE
922908595VBKVANGUARD INDEX FDS$424,4650.12%1,405CommonNONE
92826C839VVISA INC$422,4150.12%1,204CommonNONE
78468R101SPTSSPDR SERIES TRUST$400,6090.11%13,682CommonNONE
69351T106PPLPPL CORP$394,5700.11%11,267CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$376,1870.11%1,674CommonNONE
464288794IAIISHARES TR$365,9840.10%2,040CommonNONE
780259305SHELSHELL PLC$365,5630.10%4,975CommonNONE
922908538VOTVANGUARD INDEX FDS$358,6950.10%1,285CommonNONE
57636Q104MAMASTERCARD INCORPORATED$352,2300.10%617CommonNONE
717081103PFEPFIZER INC$346,6500.10%13,922CommonNONE
369604301GEGE AEROSPACE$339,4490.10%1,102CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$337,5540.10%11,400CommonNONE
097023105BABOEING CO$331,5420.09%1,527CommonNONE
001055102AFLAFLAC INC$312,5050.09%2,834CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$303,6600.09%7,968CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$302,2110.09%530CommonNONE
90353W103UIUBIQUITI INC$290,5090.08%525CommonNONE
00206R102TAT&T INC$279,5490.08%11,254CommonNONE
166764100CVXCHEVRON CORP NEW$271,7720.08%1,783CommonNONE
20825C104COPCONOCOPHILLIPS$263,2310.08%2,812CommonNONE
360876809XCORFUNDX INVT TR$261,7900.07%3,259CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$260,9130.07%1,250CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$251,4450.07%1,998CommonNONE
742718109PGPROCTER AND GAMBLE CO$250,3850.07%1,747CommonNONE
438516106HONHONEYWELL INTL INC$244,8380.07%1,255CommonNONE
500255104KSSKOHLS CORP$231,8760.07%11,361CommonNONE
62855J104MYGNMYRIAD GENETICS INC$231,3020.07%37,610CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$225,5960.06%778CommonNONE
149123101CATCATERPILLAR INC$224,3400.06%392CommonNONE
26922A420QTUMETF SER SOLUTIONS$223,9260.06%2,042CommonNONE
020002101ALLALLSTATE CORP$218,5580.06%1,050CommonNONE
37045V100GMGENERAL MTRS CO$213,4650.06%2,625CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$212,1630.06%5,209CommonNONE
254687106DISDISNEY WALT CO$207,2890.06%1,822CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$200,2530.06%8,330CommonNONE
654902204NOKNOKIA CORP$123,5770.04%19,100CommonNONE
08862E109BYNDBEYOND MEAT INC$8,2000.00%10,000CommonNONE

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.