MondegarAI
AIMZ Investment Advisors, LLC

Q1 2026 · 13F-HR

AIMZ Investment Advisors, LLCholdings as filed

Filed 2026-05-15 · accession 0001630365-26-000005

$323.6M
Reported value
139
Positions
2026-03-31
Period end
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The Brief · AIMZ Investment Advisors, LLC · Q1 2026

AI · grounded in 13F

AIMZ Investment Advisors, LLC established a new position in AZN valued at $5.38M. The fund closed its position in AZNN, resulting in a $5.13M reduction. Additionally, the manager increased its stake in EEFT by 111.56% and trimmed holdings in GOOG by 8.16%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$23.0M7.11%90,620CommonNONE
30303M102METAMETA PLATFORMS INC$14.3M4.42%25,024CommonNONE
02079K305GOOGLALPHABET INC$12.2M3.76%42,267CommonNONE
02079K107GOOGALPHABET INC$11.4M3.52%39,727CommonNONE
594918104MSFTMICROSOFT CORP$10.3M3.20%27,946CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$8.9M2.75%19,956CommonNONE
375558103GILDGILEAD SCIENCES INC$8.5M2.64%61,338CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$7.3M2.27%9,491CommonNONE
747525103QCOMQUALCOMM INC$7.2M2.23%55,937CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE IN$6.7M2.08%40,456CommonNONE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$6.5M2.00%214,978CommonNONE
45337C102INCYINCYTE CORP$6.1M1.89%65,158CommonNONE
931142103WMTWALMART INC$5.7M1.77%46,104CommonNONE
64110D104NTAPNETAPP INC$5.6M1.74%55,034CommonNONE
G0593M107AZNASTRAZENECA PLC$5.4M1.66%27,296CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$5.4M1.66%37,403CommonNONE
17275R102CSCOCISCO SYS INC$5.1M1.58%65,828CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.0M1.54%10,378CommonNONE
031162100AMGNAMGEN INC$4.5M1.40%12,884CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$4.4M1.34%48,278CommonNONE
372303206GMABGENMAB A/S$4.3M1.33%160,910CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.3M1.33%17,731CommonNONE
172908105CTASCINTAS CORP$4.2M1.30%24,933CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$4.1M1.27%15,159CommonNONE
653656108NICENICE LTD$4.1M1.27%37,200CommonNONE
298736109EEFTEURONET WORLDWIDE INC$4.1M1.26%61,436CommonNONE
456788108INFYINFOSYS LTD$4.0M1.23%293,807CommonNONE
67066G104NVDANVIDIA CORPORATION$3.8M1.18%21,813CommonNONE
00724F101ADBEADOBE INC$3.7M1.15%15,295CommonNONE
478160104JNJJOHNSON & JOHNSON$3.5M1.07%14,128CommonNONE
00287Y109ABBVABBVIE INC$3.4M1.04%15,498CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$3.3M1.02%23,024CommonNONE
922908512VOEVANGUARD INDEX FDS$3.3M1.02%17,837CommonNONE
37733W204GSKGSK PLC$3.3M1.01%59,334CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.2M0.98%52,522CommonNONE
58933Y105MRKMERCK & CO INC$3.0M0.94%25,324CommonNONE
863667101SYKSTRYKER CORPORATION$3.0M0.92%9,032CommonNONE
29414B104EPAMEPAM SYS INC$2.9M0.90%21,545CommonNONE
032654105ADIANALOG DEVICES INC$2.8M0.85%8,692CommonNONE
548661107LOWLOWES COS INC$2.7M0.83%11,304CommonNONE
922908744VTVVANGUARD INDEX FDS$2.6M0.82%13,488CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2.6M0.80%17,484CommonNONE
917047102URBNURBAN OUTFITTERS INC$2.6M0.80%40,839CommonNONE
125523100CITHE CIGNA GROUP$2.5M0.76%9,274CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.5M0.76%11,482CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$2.4M0.75%53,435CommonNONE
452308109ITWILLINOIS TOOL WKS INC$2.3M0.72%8,929CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$2.3M0.71%3,822CommonNONE
743713109PRLBPROTO LABS INC$2.2M0.68%38,728CommonNONE
30231G102XOMEXXON MOBIL CORP$2.2M0.68%12,934CommonNONE
92204A504VHTVANGUARD WORLD FD$2.2M0.67%7,940CommonNONE
64110L106NFLXNETFLIX INC.$2.1M0.63%21,355CommonNONE
66987V109NVSNOVARTIS AG$2.0M0.63%13,334CommonNONE
713448108PEPPEPSICO INC$2.0M0.62%12,915CommonNONE
68389X105ORCLORACLE CORP$1.9M0.59%12,963CommonNONE
303075105FDSFACTSET RESH SYS INC$1.9M0.59%8,780CommonNONE
25659T107DLBDOLBY LABORATORIES INC$1.9M0.58%31,481CommonNONE
291011104EMREMERSON ELEC CO$1.9M0.58%14,394CommonNONE
191216100KOCOCA COLA CO$1.9M0.58%24,602CommonNONE
354613101BENFRANKLIN RESOURCES INC$1.8M0.55%75,728CommonNONE
002824100ABTABBOTT LABORATORIES$1.7M0.52%16,373CommonNONE
855244109SBUXSTARBUCKS CORP$1.6M0.50%17,947CommonNONE
G5960L103MDTMEDTRONIC PLC$1.5M0.47%17,730CommonNONE
482480100KLACKLA CORP$1.4M0.45%981CommonNONE
437076102HDHOME DEPOT INC$1.4M0.43%4,250CommonNONE
458140100INTCINTEL CORP$1.3M0.40%29,002CommonNONE
023135106AMZNAMAZON COM INC$1.3M0.39%6,005CommonNONE
78409V104SPGIS&P GLOBAL INC$1.2M0.39%2,932CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$1.2M0.37%25,000CommonNONE
G02602103DOXAMDOCS LTD$1.2M0.36%17,999CommonNONE
L44385109GLOBGLOBANT S A$1.2M0.36%25,367CommonNONE
88160R101TSLATESLA INC$1.1M0.33%2,865CommonNONE
46625H100JPMJPMORGAN CHASE & CO$924,6440.29%3,143CommonNONE
922908736VUGVANGUARD INDEX FDS$890,0030.28%2,038CommonNONE
949746101WMT2WELLS FARGO & CO$888,2880.27%11,158CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$858,6180.27%11,433CommonNONE
278642103EBAYEBAY INC.$813,7190.25%8,940CommonNONE
060505104BACBANK AMERICA CORP$797,7450.25%16,364CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$755,3900.23%5,164CommonNONE
46429B697USMVISHARES TR$744,1460.23%8,024CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$743,3370.23%746CommonNONE
256746108DLTRDOLLAR TREE INC$735,9070.23%6,720CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$707,5140.22%7,143CommonNONE
88579Y101MMM3M CO$674,2690.21%4,643CommonNONE
911312106UPSUNITED PARCEL SVCS INC$654,2270.20%6,650CommonNONE
038222105AMATAPPLIED MATLS INC$621,3740.19%1,818CommonNONE
97651M109WITWIPRO LTD$587,7350.18%277,234CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$585,6560.18%901CommonNONE
532457108LLYELI LILLY & CO$562,2580.17%611CommonNONE
46090E103QQQINVESCO QQQ TR$553,7330.17%959CommonNONE
433539202HIPOHIPPO HLDGS INC$526,6730.16%20,210CommonNONE
405552100HLNHALEON PLC$521,8010.16%52,128CommonNONE
922908611VBRVANGUARD INDEX FDS$499,6750.15%2,300CommonNONE
464287523SOXXISHARES TR$485,4250.15%1,477CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$481,6350.15%10,500CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$478,0470.15%1,037CommonNONE
816851109SRESEMPRA$477,1050.15%4,910CommonNONE
580135101MCDMCDONALDS CORP$474,5760.15%1,527CommonNONE
780259305SHELSHELL PLC$462,6750.14%4,975CommonNONE
11135F101AVGOBROADCOM INC$429,2900.13%1,387CommonNONE
69351T106PPLPPL CORP$427,8400.13%11,200CommonNONE
922908595VBKVANGUARD INDEX FDS$424,6610.13%1,405CommonNONE
90353W103UIUBIQUITI INC$414,9020.13%525CommonNONE
78468R101SPTSSPDR SERIES TRUST$399,2410.12%13,682CommonNONE
717081103PFEPFIZER INC$391,1560.12%13,930CommonNONE
92826C839VVISA INC$380,0530.12%1,257CommonNONE
957638109WALWESTERN ALLIANCE BANCORP$373,4500.12%5,271CommonNONE
166764100CVXCHEVRON CORPORATION$372,9170.12%1,802CommonNONE
20825C104COPCONOCOPHILLIPS$371,1840.11%2,812CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$361,5870.11%530CommonNONE
G1890L107CPRICAPRI HOLDINGS LIMITED$360,5930.11%20,465CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$347,7000.11%11,400CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$344,5930.11%1,696CommonNONE
464288794IAIISHARES TR$334,9900.10%2,040CommonNONE
922908538VOTVANGUARD INDEX FDS$330,6950.10%1,285CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$324,0750.10%1,975CommonNONE
00206R102TAT&T INC$317,5560.10%10,954CommonNONE
369604301GEGE AEROSPACE$312,7150.10%1,102CommonNONE
001055102AFLAFLAC INC$310,9180.10%2,834CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$310,4330.10%7,968CommonNONE
57636Q104MAMASTERCARD INCORPORATED$308,2870.10%617CommonNONE
097023105BABOEING CO$303,9190.09%1,527CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$296,3460.09%1,424CommonNONE
438516106HONHONEYWELL INTL INC$286,6060.09%1,268CommonNONE
149123101CATCATERPILLAR INC$277,4380.09%392CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$261,4920.08%5,209CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$260,1130.08%1,250CommonNONE
46434V621DGROISHARES TR$252,5270.08%3,598CommonNONE
742718109PGPROCTER & GAMBLE CO$252,3590.08%1,747CommonNONE
360876809XCORFUNDX INVT TR$249,7950.08%3,259CommonNONE
316773100FITBFIFTH THIRD BANCORP$238,2470.07%5,128CommonNONE
26922A420QTUMETF SER SOLUTIONS$219,1070.07%2,042CommonNONE
020002101ALLALLSTATE CORP$217,7070.07%1,050CommonNONE
36828A101GEVGE VERNOVA INC$200,7670.06%230CommonNONE
65473P105NINISOURCE INC$200,6380.06%4,300CommonNONE
62855J104MYGNMYRIAD GENETICS INC$167,4450.05%37,210CommonNONE
654902204NOKNOKIA CORP$143,9160.04%17,900CommonNONE
500255104KSSKOHLS CORP$140,4920.04%10,891CommonNONE
08862E109BYNDBEYOND MEAT INC$7,0160.00%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.