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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $338.10 | -0.58% | 67.77% | 128.17% | $23.0M | 7.11% | — | HELD |
| 2 | META | META PLATFORMS INC | $585.07 | -1.41% | -20.62% | 57.79% | $14.3M | 4.42% | — | HELD |
| 3 | GOOGL | ALPHABET INC | $336.30 | 0.78% | 76.51% | 132.04% | $12.2M | 3.76% | — | HELD |
| 4 | GOOG | ALPHABET INC | $335.92 | 1.00% | 75.60% | 130.67% | $11.4M | 3.52% | — | HELD |
| 5 | MSFT | MICROSOFT CORP | $390.50 | -0.72% | -24.89% | 34.54% | $10.3M | 3.20% | — | HELD |
| 6 | VRTX | VERTEX PHARMACEUTICALS INC | $483.33 | -1.44% | 6.12% | 144.84% | $8.9M | 2.75% | — | HELD |
| 7 | GILD | GILEAD SCIENCES INC | $132.73 | -1.18% | 21.77% | 121.51% | $8.5M | 2.64% | — | HELD |
| 8 | REGN | REGENERON PHARMACEUTICALS | $695.42 | 0.03% | 25.16% | 4.16% | $7.3M | 2.27% | — | HELD |
| 9 | QCOM | QUALCOMM INC | $156.16 | -4.13% | 7.27% | 18.23% | $7.2M | 2.23% | — | HELD |
| 10 | CHRW | C H ROBINSON WORLDWIDE IN | $173.75 | 2.60% | 51.08% | 110.87% | $6.7M | 2.08% | — | HELD |
| 11 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $34.71 | 9.58% | 125.68% | 268.47% | $6.5M | 2.00% | — | HELD |
| 12 | INCY | INCYTE CORP | $127.10 | -2.18% | 71.89% | 69.87% | $6.1M | 1.89% | — | HELD |
| 13 | WMT | WALMART INC | $114.19 | 0.97% | 16.94% | 145.72% | $5.7M | 1.77% | — | HELD |
| 14 | NTAP | NETAPP INC | $173.23 | -0.74% | 74.34% | 118.27% | $5.6M | 1.74% | — | HELD |
| 15 | AZN | ASTRAZENECA PLC | $173.32 | 0.49% | 18.65% | 63.09% | $5.4M | 1.66% | — | HELD |
| 16 | EXPD | EXPEDITORS INTL WASH INC | $170.13 | -0.75% | 50.00% | 44.57% | $5.4M | 1.66% | — | HELD |
| 17 | CSCO | CISCO SYS INC | $112.53 | -2.64% | 75.85% | 125.29% | $5.1M | 1.58% | — | HELD |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $5.0M | 1.54% | — | HELD |
| 19 | AMGN | AMGEN INC | $387.64 | -1.39% | 36.39% | 102.46% | $4.5M | 1.40% | — | HELD |
| 20 | TROW | PRICE T ROWE GROUP INC | $118.87 | -2.31% | 21.37% | -33.92% | $4.4M | 1.34% | — | HELD |
| 21 | GMAB | GENMAB A/S | $28.52 | -1.66% | 33.15% | -38.81% | $4.3M | 1.33% | — | HELD |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | $226.60 | -0.42% | -6.67% | 103.90% | $4.3M | 1.33% | — | HELD |
| 23 | CTAS | CINTAS CORP | $216.53 | 0.76% | -2.06% | 126.98% | $4.2M | 1.30% | — | HELD |
| 24 | UNH | UNITEDHEALTH GROUP INC | $420.71 | -1.88% | 83.63% | 11.52% | $4.1M | 1.27% | — | HELD |
| 25 | NICE | NICE LTD | $105.02 | 3.56% | -33.55% | -65.12% | $4.1M | 1.27% | — | HELD |
| 26 | EEFT | EURONET WORLDWIDE INC | $83.67 | 1.12% | -11.88% | -37.90% | $4.1M | 1.26% | — | HELD |
| 27 | INFY | INFOSYS LTD | $12.63 | 2.27% | -21.96% | -40.43% | $4.0M | 1.23% | — | HELD |
| 28 | NVDA | NVIDIA CORPORATION | $190.16 | -3.48% | 13.56% | 782.99% | $3.8M | 1.18% | — | HELD |
| 29 | ADBE | ADOBE INC | $263.43 | 5.72% | -24.43% | -60.40% | $3.7M | 1.15% | — | HELD |
| 30 | JNJ | JOHNSON & JOHNSON | $265.69 | -0.39% | 64.28% | 77.25% | $3.5M | 1.07% | — | HELD |
| 31 | ABBV | ABBVIE INC | $263.62 | 0.16% | — | — | $3.4M | 1.04% | — | HELD |
| 32 | CHKP | CHECK POINT SOFTWARE TECH LT | $139.67 | 1.47% | — | — | $3.3M | 1.02% | — | HELD |
| 33 | VOE | VANGUARD INDEX FDS | $205.92 | -0.74% | — | — | $3.3M | 1.02% | — | HELD |
| 34 | GSK | GSK PLC | $53.22 | -0.91% | — | — | $3.3M | 1.01% | — | HELD |
| 35 | BMY | BRISTOL-MYERS SQUIBB CO | $63.10 | -0.79% | — | — | $3.2M | 0.98% | — | HELD |
| 36 | MRK | MERCK & CO INC | $130.39 | -1.08% | — | — | $3.0M | 0.94% | — | HELD |
| 37 | SYK | STRYKER CORPORATION | $352.23 | 1.62% | — | — | $3.0M | 0.92% | — | HELD |
| 38 | EPAM | EPAM SYS INC | $106.89 | 6.46% | — | — | $2.9M | 0.90% | — | HELD |
| 39 | ADI | ANALOG DEVICES INC | $353.57 | -3.35% | — | — | $2.8M | 0.85% | — | HELD |
| 40 | LOW | LOWES COS INC | $215.67 | -1.18% | — | — | $2.7M | 0.83% | — | HELD |
| 41 | VTV | VANGUARD INDEX FDS | $219.80 | -1.43% | — | — | $2.6M | 0.82% | — | HELD |
| 42 | VYM | VANGUARD WHITEHALL FDS | $161.67 | -1.32% | — | — | $2.6M | 0.80% | — | HELD |
| 43 | URBN | URBAN OUTFITTERS INC | $75.40 | 0.27% | — | — | $2.6M | 0.80% | — | HELD |
| 44 | CI | THE CIGNA GROUP | $296.60 | -1.48% | — | — | $2.5M | 0.76% | — | HELD |
| 45 | VIG | VANGUARD SPECIALIZED FUNDS | $238.56 | -1.32% | — | — | $2.5M | 0.76% | — | HELD |
| 46 | PYPL | PAYPAL HLDGS INC | $58.35 | 0.05% | — | — | $2.4M | 0.75% | — | HELD |
| 47 | ITW | ILLINOIS TOOL WKS INC | $292.45 | -0.92% | — | — | $2.3M | 0.72% | — | HELD |
| 48 | TDY | TELEDYNE TECHNOLOGIES INC | $631.35 | -2.82% | — | — | $2.3M | 0.71% | — | HELD |
| 49 | PRLB | PROTO LABS INC | $71.35 | -4.71% | — | — | $2.2M | 0.68% | — | HELD |
| 50 | XOM | EXXON MOBIL CORP | $156.88 | 2.51% | — | — | $2.2M | 0.68% | — | HELD |
| 51 | VHT | VANGUARD WORLD FD | $311.32 | -0.61% | — | — | $2.2M | 0.67% | — | HELD |
| 52 | NFLX | NETFLIX INC. | $73.62 | 1.71% | — | — | $2.1M | 0.63% | — | HELD |
| 53 | NVS | NOVARTIS AG | $158.83 | -0.64% | — | — | $2.0M | 0.63% | — | HELD |
| 54 | PEP | PEPSICO INC | $143.50 | 0.45% | — | — | $2.0M | 0.62% | — | HELD |
| 55 | ORCL | ORACLE CORP | $117.81 | -1.79% | — | — | $1.9M | 0.59% | — | HELD |
| 56 | FDS | FACTSET RESH SYS INC | $282.04 | -0.64% | — | — | $1.9M | 0.59% | — | HELD |
| 57 | DLB | DOLBY LABORATORIES INC | $52.54 | 0.06% | — | — | $1.9M | 0.58% | — | HELD |
| 58 | EMR | EMERSON ELEC CO | $145.73 | -4.01% | — | — | $1.9M | 0.58% | — | HELD |
| 59 | KO | COCA COLA CO | $89.13 | 0.97% | — | — | $1.9M | 0.58% | — | HELD |
| 60 | BEN | FRANKLIN RESOURCES INC | $32.39 | -2.82% | — | — | $1.8M | 0.55% | — | HELD |
| 61 | ABT | ABBOTT LABORATORIES | $108.07 | 0.75% | — | — | $1.7M | 0.52% | — | HELD |
| 62 | SBUX | STARBUCKS CORP | $104.14 | 1.01% | — | — | $1.6M | 0.50% | — | HELD |
| 63 | MDT | MEDTRONIC PLC | $87.57 | 0.80% | — | — | $1.5M | 0.47% | — | HELD |
| 64 | KLAC | KLA CORP | $170.19 | -10.80% | — | — | $1.4M | 0.45% | — | HELD |
| 65 | HD | HOME DEPOT INC | $338.42 | -1.75% | — | — | $1.4M | 0.43% | — | HELD |
| 66 | INTC | INTEL CORP | $81.88 | -5.12% | — | — | $1.3M | 0.40% | — | HELD |
| 67 | AMZN | AMAZON COM INC | $226.46 | -1.91% | — | — | $1.3M | 0.39% | — | HELD |
| 68 | SPGI | S&P GLOBAL INC | $419.89 | -1.05% | — | — | $1.2M | 0.39% | — | HELD |
| 69 | PRF | INVESCO EXCHANGE TRADED FD T | $54.36 | -1.04% | — | — | $1.2M | 0.37% | — | HELD |
| 70 | DOX | AMDOCS LTD | $56.82 | 3.55% | — | — | $1.2M | 0.36% | — | HELD |
| 71 | GLOB | GLOBANT S A | $38.15 | 8.66% | — | — | $1.2M | 0.36% | — | HELD |
| 72 | TSLA | TESLA INC | $298.44 | -2.93% | — | — | $1.1M | 0.33% | — | HELD |
| 73 | JPM | JPMORGAN CHASE & CO | $345.27 | -3.37% | — | — | $925K | 0.29% | — | HELD |
| 74 | VUG | VANGUARD INDEX FDS | $82.07 | -1.51% | — | — | $890K | 0.28% | — | HELD |
| 75 | WMT2 | WELLS FARGO & CO | — | — | — | — | $888K | 0.27% | — | HELD |
| 76 | VEU | VANGUARD INTL EQUITY INDEX F | $80.65 | -1.10% | — | — | $859K | 0.27% | — | HELD |
| 77 | EBAY | EBAY INC. | $115.30 | -1.82% | — | — | $814K | 0.25% | — | HELD |
| 78 | BAC | BANK AMERICA CORP | $61.10 | -2.42% | — | — | $798K | 0.25% | — | HELD |
| 79 | PLTR | PALANTIR TECHNOLOGIES INC | $123.00 | -0.43% | — | — | $755K | 0.23% | — | HELD |
| 80 | USMV | ISHARES TR | $98.35 | -0.21% | — | — | $744K | 0.23% | — | HELD |
| 81 | COST | COSTCO WHOLESALE CORPORATION | $973.73 | 0.74% | — | — | $743K | 0.23% | — | HELD |
| 82 | DLTR | DOLLAR TREE INC | $128.95 | 1.73% | — | — | $736K | 0.23% | — | HELD |
| 83 | MRVL | MARVELL TECHNOLOGY INC | $163.39 | -6.35% | — | — | $708K | 0.22% | — | HELD |
| 84 | MMM | 3M CO | $177.95 | -2.48% | — | — | $674K | 0.21% | — | HELD |
| 85 | UPS | UNITED PARCEL SVCS INC | $104.58 | -0.90% | — | — | $654K | 0.20% | — | HELD |
| 86 | AMAT | APPLIED MATLS INC | $436.45 | -8.40% | — | — | $621K | 0.19% | — | HELD |
| 87 | WIT | WIPRO LTD | $1.97 | 2.60% | — | — | $588K | 0.18% | — | HELD |
| 88 | SPY | STATE STR SPDR S&P 500 ETF T | $729.62 | -1.52% | — | — | $586K | 0.18% | — | HELD |
| 89 | LLY | ELI LILLY & CO | $1211.59 | -0.74% | — | — | $562K | 0.17% | — | HELD |
| 90 | QQQ | INVESCO QQQ TR | $661.60 | -2.06% | — | — | $554K | 0.17% | — | HELD |
| 91 | HIPO | HIPPO HLDGS INC | $29.83 | -1.52% | — | — | $527K | 0.16% | — | HELD |
| 92 | HLN | HALEON PLC | $10.28 | 0.10% | — | — | $522K | 0.16% | — | HELD |
| 93 | VBR | VANGUARD INDEX FDS | $245.07 | -1.22% | — | — | $500K | 0.15% | — | HELD |
| 94 | SOXX | ISHARES TR | $465.00 | -5.38% | — | — | $485K | 0.15% | — | HELD |
| 95 | PRFZ | INVESCO EXCHANGE TRADED FD T | $53.21 | -1.38% | — | — | $482K | 0.15% | — | HELD |
| 96 | ISRG | INTUITIVE SURGICAL INC | $353.10 | -2.40% | — | — | $478K | 0.15% | — | HELD |
| 97 | SRE | SEMPRA | $88.82 | -1.92% | — | — | $477K | 0.15% | — | HELD |
| 98 | MCD | MCDONALDS CORP | $271.51 | -0.55% | — | — | $475K | 0.15% | — | HELD |
| 99 | SHEL | SHELL PLC | $88.34 | 2.48% | — | — | $463K | 0.14% | — | HELD |
| 100 | AVGO | BROADCOM INC | $370.73 | -2.67% | — | — | $429K | 0.13% | — | HELD |
| 101 | PPL | PPL CORP | — | — | — | — | $428K | 0.13% | — | HELD |
| 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% | — | HELD |
| 106 | V | VISA INC | — | — | — | — | $380K | 0.12% | — | HELD |
| 107 | WAL | WESTERN ALLIANCE BANCORP | — | — | — | — | $373K | 0.12% | — | HELD |
| 108 | CVX | CHEVRON CORPORATION | — | — | — | — | $373K | 0.12% | — | HELD |
| 109 | COP | CONOCOPHILLIPS | — | — | — | — | $371K | 0.11% | — | HELD |
| 110 | NOC | NORTHROP GRUMMAN CORP | — | — | — | — | $362K | 0.11% | — | HELD |
| 111 | CPRI | CAPRI HOLDINGS LIMITED | — | — | — | — | $361K | 0.11% | — | HELD |
| 112 | SCHV | SCHWAB STRATEGIC TR | — | — | — | — | $348K | 0.11% | — | HELD |
| 113 | ADP | AUTOMATIC DATA PROCESSING IN | — | — | — | — | $345K | 0.11% | — | HELD |
| 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% | — | HELD |
| 117 | T | AT&T INC | — | — | — | — | $318K | 0.10% | — | HELD |
| 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% | — | HELD |
| 124 | HON | HONEYWELL INTL INC | — | — | — | — | $287K | 0.09% | — | HELD |
| 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% | — | HELD |
| 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% | — | HELD |
| 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% | — | HELD |
| 135 | NI | NISOURCE INC | — | — | — | — | $201K | 0.06% | — | HELD |
| 136 | MYGN | MYRIAD GENETICS INC | — | — | — | — | $167K | 0.05% | — | HELD |
| 137 | NOK | NOKIA CORP | — | — | — | — | $144K | 0.04% | — | HELD |
| 138 | KSS | KOHLS CORP | — | — | — | — | $140K | 0.04% | — | HELD |
| 139 | BYND | BEYOND MEAT INC | — | — | — | — | $7K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001630365-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.