Institutional
AIMZ Investment Advisors, LLC
CIK 0001630365
$323.6M
Reported AUM
139
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $23.0M | 7.11% | −1,289 | −1.4% |
| 2 | META | META PLATFORMS INC | $593.00 | -5.51% | -14.74% | 67.74% | $14.3M | 4.42% | −307 | −1.2% |
| 3 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $12.2M | 3.76% | −1,290 | −3.0% |
| 4 | GOOG | ALPHABET INC | $365.76 | -0.95% | 109.82% | 172.71% | $11.4M | 3.52% | −3,532 | −8.2% |
| 5 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $10.3M | 3.20% | −364 | −1.3% |
| 6 | VRTX | VERTEX PHARMACEUTICALS INC | $446.83 | 1.15% | -0.81% | 121.66% | $8.9M | 2.75% | −305 | −1.5% |
| 7 | GILD | GILEAD SCIENCES INC | $129.16 | -0.02% | 17.90% | 125.52% | $8.5M | 2.64% | −2,499 | −3.9% |
| 8 | REGN | REGENERON PHARMACEUTICALS | $635.45 | 1.07% | 29.54% | 11.50% | $7.3M | 2.27% | −158 | −1.6% |
| 9 | QCOM | QUALCOMM INC | $215.94 | -10.98% | 48.63% | 60.58% | $7.2M | 2.23% | −922 | −1.6% |
| 10 | CHRW | C H ROBINSON WORLDWIDE IN | $184.09 | -0.27% | 96.47% | 131.52% | $6.7M | 2.08% | −748 | −1.8% |
| 11 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $34.19 | -0.70% | 92.40% | 254.30% | $6.5M | 2.00% | −5,558 | −2.5% |
| 12 | INCY | INCYTE CORP | $102.38 | 1.13% | 48.87% | 32.36% | $6.1M | 1.89% | −1,015 | −1.5% |
| 13 | WMT | WALMART INC | $118.88 | 0.97% | 22.99% | 166.67% | $5.7M | 1.77% | −714 | −1.5% |
| 14 | NTAP | NETAPP INC | $167.04 | -6.61% | 60.26% | 135.88% | $5.6M | 1.74% | −696 | −1.2% |
| 15 | AZN | ASTRAZENECA PLC | $185.95 | 2.28% | 29.80% | 80.46% | $5.4M | 1.66% | +27,296 | NEW |
| 16 | EXPD | EXPEDITORS INTL WASH INC | $160.44 | 0.19% | 45.28% | 32.53% | $5.4M | 1.66% | −700 | −1.8% |
| 17 | CSCO | CISCO SYS INC | $121.64 | -6.43% | 88.37% | 153.46% | $5.1M | 1.58% | −1,321 | −2.0% |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $5.0M | 1.54% | −160 | −1.5% |
| 19 | AMGN | AMGEN INC | $349.58 | 1.15% | 24.03% | 69.41% | $4.5M | 1.40% | −60 | −0.5% |
| 20 | TROW | PRICE T ROWE GROUP INC | $105.99 | -0.91% | 18.49% | -36.15% | $4.4M | 1.34% | −142 | −0.3% |
| 21 | GMAB | GENMAB A/S | $25.15 | 1.70% | 13.29% | -44.19% | $4.3M | 1.33% | −2,400 | −1.5% |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | $284.84 | -5.61% | 8.65% | 157.04% | $4.3M | 1.33% | −174 | −1.0% |
| 23 | CTAS | CINTAS CORP | $179.85 | -0.06% | -20.25% | 91.19% | $4.2M | 1.30% | −717 | −2.8% |
| 24 | UNH | UNITEDHEALTH GROUP INC | $399.47 | 0.76% | 35.46% | 5.19% | $4.1M | 1.27% | −159 | −1.0% |
| 25 | NICE | NICE LTD | $93.14 | -0.50% | -47.29% | -66.57% | $4.1M | 1.27% | −975 | −2.6% |
| 26 | EEFT | EURONET WORLDWIDE INC | $66.74 | -5.81% | -40.34% | -53.27% | $4.1M | 1.26% | +32,396 | +111.6% |
| 27 | INFY | INFOSYS LTD | $12.40 | -1.35% | -30.84% | -36.96% | $4.0M | 1.23% | −7,823 | −2.6% |
| 28 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $3.8M | 1.18% | +121 | +0.6% |
| 29 | ADBE | ADOBE INC | $251.44 | -2.70% | -39.69% | -59.55% | $3.7M | 1.15% | −67 | −0.4% |
| 30 | JNJ | JOHNSON & JOHNSON | $232.77 | 2.02% | 53.90% | 55.59% | $3.5M | 1.07% | −159 | −1.1% |
| 31 | ABBV | ABBVIE INC | $227.23 | 1.02% | — | — | $3.4M | 1.04% | −63 | −0.4% |
| 32 | CHKP | CHECK POINT SOFTWARE TECH LT | $135.82 | -0.47% | — | — | $3.3M | 1.02% | −400 | −1.7% |
| 33 | VOE | VANGUARD INDEX FDS | $195.39 | -0.90% | — | — | $3.3M | 1.02% | −694 | −3.7% |
| 34 | GSK | GSK PLC | $51.52 | 0.49% | — | — | $3.3M | 1.01% | −1,489 | −2.4% |
| 35 | BMY | BRISTOL-MYERS SQUIBB CO | $57.27 | 1.18% | — | — | $3.2M | 0.98% | −760 | −1.4% |
| 36 | MRK | MERCK & CO INC | $120.79 | 0.44% | — | — | $3.0M | 0.94% | −308 | −1.2% |
| 37 | SYK | STRYKER CORPORATION | $305.66 | 1.48% | — | — | $3.0M | 0.92% | — | HELD |
| 38 | EPAM | EPAM SYS INC | $98.04 | 0.46% | — | — | $2.9M | 0.90% | −325 | −1.5% |
| 39 | ADI | ANALOG DEVICES INC | $401.39 | -6.38% | — | — | $2.8M | 0.85% | −588 | −6.3% |
| 40 | LOW | LOWES COS INC | $210.74 | 1.55% | — | — | $2.7M | 0.83% | −273 | −2.4% |
| 41 | VTV | VANGUARD INDEX FDS | $212.02 | -1.36% | — | — | $2.6M | 0.82% | −905 | −6.3% |
| 42 | VYM | VANGUARD WHITEHALL FDS | $158.24 | -1.35% | — | — | $2.6M | 0.80% | −783 | −4.3% |
| 43 | URBN | URBAN OUTFITTERS INC | $71.30 | -2.21% | — | — | $2.6M | 0.80% | −1,200 | −2.9% |
| 44 | CI | THE CIGNA GROUP | $289.48 | 3.14% | — | — | $2.5M | 0.76% | −111 | −1.2% |
| 45 | VIG | VANGUARD SPECIALIZED FUNDS | $233.28 | -1.37% | — | — | $2.5M | 0.76% | −560 | −4.7% |
| 46 | PYPL | PAYPAL HLDGS INC | $41.29 | -3.42% | — | — | $2.4M | 0.75% | −1,801 | −3.3% |
| 47 | ITW | ILLINOIS TOOL WKS INC | $252.72 | 0.64% | — | — | $2.3M | 0.72% | +2 | +0.0% |
| 48 | TDY | TELEDYNE TECHNOLOGIES INC | $602.27 | -2.64% | — | — | $2.3M | 0.71% | −140 | −3.5% |
| 49 | PRLB | PROTO LABS INC | $72.64 | -2.89% | — | — | $2.2M | 0.68% | −900 | −2.3% |
| 50 | XOM | EXXON MOBIL CORP | $149.92 | -1.39% | — | — | $2.2M | 0.68% | +2 | +0.0% |
| 51 | VHT | VANGUARD WORLD FD | $284.13 | 0.26% | — | — | $2.2M | 0.67% | −487 | −5.8% |
| 52 | NFLX | NETFLIX INC. | $82.18 | 0.76% | — | — | $2.1M | 0.63% | +185 | +0.9% |
| 53 | NVS | NOVARTIS AG | $149.16 | 0.51% | — | — | $2.0M | 0.63% | +6 | +0.0% |
| 54 | PEP | PEPSICO INC | $141.92 | -0.16% | — | — | $2.0M | 0.62% | +29 | +0.2% |
| 55 | ORCL | ORACLE CORP | $213.68 | -9.59% | — | — | $1.9M | 0.59% | — | HELD |
| 56 | FDS | FACTSET RESH SYS INC | $255.62 | 0.24% | — | — | $1.9M | 0.59% | +105 | +1.2% |
| 57 | DLB | DOLBY LABORATORIES INC | $53.78 | -0.48% | — | — | $1.9M | 0.58% | −596 | −1.9% |
| 58 | EMR | EMERSON ELEC CO | $138.12 | -2.77% | — | — | $1.9M | 0.58% | −48 | −0.3% |
| 59 | KO | COCA COLA CO | $79.48 | 3.46% | — | — | $1.9M | 0.58% | +10 | +0.0% |
| 60 | BEN | FRANKLIN RESOURCES INC | $31.33 | -2.00% | — | — | $1.8M | 0.55% | −1,004 | −1.3% |
| 61 | ABT | ABBOTT LABORATORIES | $91.07 | 0.32% | — | — | $1.7M | 0.52% | −114 | −0.7% |
| 62 | SBUX | STARBUCKS CORP | $95.29 | 1.22% | — | — | $1.6M | 0.50% | −475 | −2.6% |
| 63 | MDT | MEDTRONIC PLC | $81.67 | -0.32% | — | — | $1.5M | 0.47% | +4 | +0.0% |
| 64 | KLAC | KLA CORP | $1929.20 | -9.47% | — | — | $1.4M | 0.45% | +4 | +0.4% |
| 65 | HD | HOME DEPOT INC | $310.78 | 0.27% | — | — | $1.4M | 0.43% | −200 | −4.5% |
| 66 | INTC | INTEL CORP | $99.17 | -11.28% | — | — | $1.3M | 0.40% | −210 | −0.7% |
| 67 | AMZN | AMAZON COM INC | $246.03 | -3.06% | — | — | $1.3M | 0.39% | +184 | +3.2% |
| 68 | SPGI | S&P GLOBAL INC | $424.44 | 1.03% | — | — | $1.2M | 0.39% | −40 | −1.3% |
| 69 | PRF | INVESCO EXCHANGE TRADED FD T | $53.03 | -1.89% | — | — | $1.2M | 0.37% | — | HELD |
| 70 | DOX | AMDOCS LTD | $60.09 | -1.23% | — | — | $1.2M | 0.36% | +3 | +0.0% |
| 71 | GLOB | GLOBANT S A | $38.30 | -3.23% | — | — | $1.2M | 0.36% | −100 | −0.4% |
| 72 | TSLA | TESLA INC | $391.00 | -6.56% | — | — | $1.1M | 0.33% | +108 | +3.9% |
| 73 | JPM | JPMORGAN CHASE & CO | $312.37 | 0.48% | — | — | $925K | 0.29% | −50 | −1.6% |
| 74 | VUG | VANGUARD INDEX FDS | $85.93 | -3.62% | — | — | $890K | 0.28% | −51 | −2.4% |
| 75 | WMT2 | WELLS FARGO & CO | — | — | — | — | $888K | 0.27% | — | HELD |
| 76 | VEU | VANGUARD INTL EQUITY INDEX F | $81.13 | -3.76% | — | — | $859K | 0.27% | −100 | −0.9% |
| 77 | EBAY | EBAY INC. | $109.35 | 0.18% | — | — | $814K | 0.25% | +1 | +0.0% |
| 78 | BAC | BANK AMERICA CORP | $53.83 | -0.63% | — | — | $798K | 0.25% | +120 | +0.7% |
| 79 | PLTR | PALANTIR TECHNOLOGIES INC | $135.53 | -4.35% | — | — | $755K | 0.23% | +64 | +1.3% |
| 80 | USMV | ISHARES TR | $95.64 | -1.06% | — | — | $744K | 0.23% | — | HELD |
| 81 | COST | COSTCO WHOLESALE CORPORATION | $971.87 | -0.05% | — | — | $743K | 0.23% | +2 | +0.3% |
| 82 | DLTR | DOLLAR TREE INC | $108.80 | -0.43% | — | — | $736K | 0.23% | — | HELD |
| 83 | MRVL | MARVELL TECHNOLOGY INC | $263.47 | -16.74% | — | — | $708K | 0.22% | +21 | +0.3% |
| 84 | MMM | 3M CO | $153.76 | 0.65% | — | — | $674K | 0.21% | — | HELD |
| 85 | UPS | UNITED PARCEL SVCS INC | $108.54 | -1.52% | — | — | $654K | 0.20% | — | HELD |
| 86 | AMAT | APPLIED MATLS INC | $453.01 | -9.71% | — | — | $621K | 0.19% | −27 | −1.5% |
| 87 | WIT | WIPRO LTD | $2.10 | 1.45% | — | — | $588K | 0.18% | −10,275 | −3.6% |
| 88 | SPY | STATE STR SPDR S&P 500 ETF T | $737.55 | -2.58% | — | — | $586K | 0.18% | −25 | −2.7% |
| 89 | LLY | ELI LILLY & CO | $1131.42 | 0.55% | — | — | $562K | 0.17% | +27 | +4.6% |
| 90 | QQQ | INVESCO QQQ TR | $705.06 | -4.80% | — | — | $554K | 0.17% | −21 | −2.1% |
| 91 | HIPO | HIPPO HLDGS INC | $24.82 | 1.76% | — | — | $527K | 0.16% | — | HELD |
| 92 | HLN | HALEON PLC | $9.12 | 1.79% | — | — | $522K | 0.16% | −5,500 | −9.5% |
| 93 | VBR | VANGUARD INDEX FDS | $234.32 | -1.10% | — | — | $500K | 0.15% | −25 | −1.1% |
| 94 | SOXX | ISHARES TR | $539.77 | -10.44% | — | — | $485K | 0.15% | −400 | −21.3% |
| 95 | PRFZ | INVESCO EXCHANGE TRADED FD T | $50.82 | -2.92% | — | — | $482K | 0.15% | — | HELD |
| 96 | ISRG | INTUITIVE SURGICAL INC | $422.06 | 0.77% | — | — | $478K | 0.15% | +47 | +4.7% |
| 97 | SRE | SEMPRA | $91.42 | 1.20% | — | — | $477K | 0.15% | — | HELD |
| 98 | MCD | MCDONALDS CORP | $279.84 | 2.61% | — | — | $475K | 0.15% | −100 | −6.1% |
| 99 | SHEL | SHELL PLC | $85.40 | -1.53% | — | — | $463K | 0.14% | — | HELD |
| 100 | AVGO | BROADCOM INC | $385.73 | -7.92% | — | — | $429K | 0.13% | +97 | +7.5% |
| 101 | PPL | PPL CORP | — | — | — | — | $428K | 0.13% | −67 | −0.6% |
| 102 | VBK | VANGUARD INDEX FDS | — | — | — | — | $425K | 0.13% | — | HELD |
| 103 | UI | UBIQUITI INC | — | — | — | — | $415K | 0.13% | — | HELD |
| 104 | SPTS | SPDR SERIES TRUST | — | — | — | — | $399K | 0.12% | — | HELD |
| 105 | PFE | PFIZER INC | — | — | — | — | $391K | 0.12% | +8 | +0.1% |
| 106 | V | VISA INC | — | — | — | — | $380K | 0.12% | +53 | +4.4% |
| 107 | WAL | WESTERN ALLIANCE BANCORP | — | — | — | — | $373K | 0.12% | — | HELD |
| 108 | CVX | CHEVRON CORPORATION | — | — | — | — | $373K | 0.12% | +19 | +1.1% |
| 109 | COP | CONOCOPHILLIPS | — | — | — | — | $371K | 0.11% | — | HELD |
| 110 | NOC | NORTHROP GRUMMAN CORP | — | — | — | — | $362K | 0.11% | — | HELD |
| 111 | CPRI | CAPRI HOLDINGS LIMITED | — | — | — | — | $361K | 0.11% | −775 | −3.6% |
| 112 | SCHV | SCHWAB STRATEGIC TR | — | — | — | — | $348K | 0.11% | — | HELD |
| 113 | ADP | AUTOMATIC DATA PROCESSING IN | — | — | — | — | $345K | 0.11% | +11 | +0.7% |
| 114 | IAI | ISHARES TR | — | — | — | — | $335K | 0.10% | — | HELD |
| 115 | VOT | VANGUARD INDEX FDS | — | — | — | — | $331K | 0.10% | — | HELD |
| 116 | DELL | DELL TECHNOLOGIES INC | — | — | — | — | $324K | 0.10% | −23 | −1.2% |
| 117 | T | AT&T INC | — | — | — | — | $318K | 0.10% | −300 | −2.7% |
| 118 | GE | GE AEROSPACE | — | — | — | — | $313K | 0.10% | — | HELD |
| 119 | AFL | AFLAC INC | — | — | — | — | $311K | 0.10% | — | HELD |
| 120 | DFAI | DIMENSIONAL ETF TRUST | — | — | — | — | $310K | 0.10% | — | HELD |
| 121 | MA | MASTERCARD INCORPORATED | — | — | — | — | $308K | 0.10% | — | HELD |
| 122 | BA | BOEING CO | — | — | — | — | $304K | 0.09% | — | HELD |
| 123 | FTEC | FIDELITY COVINGTON TRUST | — | — | — | — | $296K | 0.09% | −250 | −14.9% |
| 124 | HON | HONEYWELL INTL INC | — | — | — | — | $287K | 0.09% | +13 | +1.0% |
| 125 | CAT | CATERPILLAR INC | — | — | — | — | $277K | 0.09% | — | HELD |
| 126 | VZ | VERIZON COMMUNICATIONS INC | — | — | — | — | $261K | 0.08% | — | HELD |
| 127 | PNC | PNC FINL SVCS GROUP INC | — | — | — | — | $260K | 0.08% | — | HELD |
| 128 | DGRO | ISHARES TR | — | — | — | — | $253K | 0.08% | −4,500 | −55.6% |
| 129 | PG | PROCTER & GAMBLE CO | — | — | — | — | $252K | 0.08% | — | HELD |
| 130 | XCOR | FUNDX INVT TR | — | — | — | — | $250K | 0.08% | — | HELD |
| 131 | FITB | FIFTH THIRD BANCORP | — | — | — | — | $238K | 0.07% | +5,128 | NEW |
| 132 | QTUM | ETF SER SOLUTIONS | — | — | — | — | $219K | 0.07% | — | HELD |
| 133 | ALL | ALLSTATE CORP | — | — | — | — | $218K | 0.07% | — | HELD |
| 134 | GEV | GE VERNOVA INC | — | — | — | — | $201K | 0.06% | +230 | NEW |
| 135 | NI | NISOURCE INC | — | — | — | — | $201K | 0.06% | +4,300 | NEW |
| 136 | MYGN | MYRIAD GENETICS INC | — | — | — | — | $167K | 0.05% | −400 | −1.1% |
| 137 | NOK | NOKIA CORP | — | — | — | — | $144K | 0.04% | −1,200 | −6.3% |
| 138 | KSS | KOHLS CORP | — | — | — | — | $140K | 0.04% | −470 | −4.1% |
| 139 | BYND | BEYOND MEAT INC | — | — | — | — | $7K | 0.00% | — | HELD |
| 140 | AZNN | ASTRAZENECA PLC | — | — | — | — | — | — | −55,781 | EXITED |
| 141 | TRV | TRAVELERS COMPANIES INC | — | — | — | — | — | — | −778 | EXITED |
| 142 | GM | GENERAL MTRS CO | — | — | — | — | — | — | −2,625 | EXITED |
| 143 | DIS | DISNEY WALT CO | — | — | — | — | — | — | −1,822 | EXITED |
| 144 | SCHF | SCHWAB STRATEGIC TR | — | — | — | — | — | — | −8,330 | EXITED |
Source: SEC EDGAR · accession 0001630365-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.