Aimz Investment Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 125Value: $286.4MLatest: 2025Q1

AIMZ Investment Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 125 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GLOB",
  "TROW",
  "SPR",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "KSS",
  "ALL",
  "GOOGL",
  "T",
  "AVGO",
  "LOW",
  "GMAB",
  "WRB",
  "PRLB",
  "EBAY",
  "URBN",
  "EXPD",
  "GILD",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "BEN",
  "QCOM",
  "ISRG",
  "ITW",
  "AMAT",
  "EMR",
  "META",
  "MYGN",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "GE",
  "INCY",
  "NVS",
  "TEVA",
  "KLAC",
  "ORCL",
  "NOC",
  "VHT",
  "PYPL",
  "PEP",
  "PNC",
  "UNH",
  "AAPL",
  "SPY",
  "HLN",
  "NVDA",
  "INTC",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "REGN",
  "SPGI",
  null,
  "SRE",
  "SHEL",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TRV",
  "UPS",
  "VOE",
  null,
  "PRF",
  "VIG",
  null,
  "GSK",
  "VYM",
  "VRTX",
  "AFL",
  "EPAM",
  "DLTR",
  "EEFT",
  "AMZN",
  null,
  "DOX",
  "VEU",
  "VUG",
  "VTV",
  "V",
  "WMT",
  "WBA",
  "WFC",
  "WAL",
  "WIT",
  "HIPO",
  "CHKP",
  "NOK",
  "INFY",
  null,
  "PPL",
  "TDY",
  "NTAP",
  "ADP",
  "BAC",
  "BRK-B",
  "BMY",
  "CHRW",
  "CPRI",
  "CVX",
  "CTAS",
  "CSCO",
  "KO",
  "COP",
  "COST",
  "DLB",
  "ADI",
  "USMV",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 125
Total Value: 286421871
Accession Number: 0001630365-25-000005
Form Type: 13F-HR
CIK: aimz-investment-advisors
Manager Name: Aimz-Investment-Advisors

Data Enrichment

96% identified

120 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

125 positions • $286.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:86.2K

Value:$19.2M

% of Portfolio:6.7% ($19.2M/$286.4M)

Meta Platforms, Inc.

META|30303M102

Shares:27.4K

Value:$15.8M

% of Portfolio:5.5% ($15.8M/$286.4M)

MICROSOFT CORP

MSFT|594918104

Shares:29.3K

Value:$11.0M

% of Portfolio:3.8% ($11.0M/$286.4M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:21.0K

Value:$10.2M

% of Portfolio:3.5% ($10.2M/$286.4M)

QUALCOMM INC/DE

QCOM|747525103

Shares:58.7K

Value:$9.0M

% of Portfolio:3.1% ($9.0M/$286.4M)

Alphabet Inc.

GOOG|02079K107

Shares:48.1K

Value:$7.5M

% of Portfolio:2.6% ($7.5M/$286.4M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:66.5K

Value:$7.4M

% of Portfolio:2.6% ($7.4M/$286.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:43.0K

Value:$6.7M

% of Portfolio:2.3% ($6.7M/$286.4M)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:9.9K

Value:$6.2M

% of Portfolio:2.2% ($6.2M/$286.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:10.8K

Value:$5.7M

% of Portfolio:2.0% ($5.7M/$286.4M)

Infosys Ltd

INFY|456788108

Shares:307.4K

Value:$5.6M

% of Portfolio:2.0% ($5.6M/$286.4M)

CINTAS CORP

CTAS|172908105

Shares:26.6K

Value:$5.5M

% of Portfolio:1.9% ($5.5M/$286.4M)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:23.5K

Value:$5.4M

% of Portfolio:1.9% ($5.4M/$286.4M)

NetApp, Inc.

NTAP|64110D104

Shares:58.3K

Value:$5.1M

% of Portfolio:1.8% ($5.1M/$286.4M)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:38.9K

Value:$4.7M

% of Portfolio:1.6% ($4.7M/$286.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:18.5K

Value:$4.6M

% of Portfolio:1.6% ($4.6M/$286.4M)

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:49.7K

Value:$4.6M

% of Portfolio:1.6% ($4.6M/$286.4M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:70.9K

Value:$4.4M

% of Portfolio:1.5% ($4.4M/$286.4M)

C. H. ROBINSON WORLDWIDE, INC.

CHRW|12541W209

Shares:42.5K

Value:$4.4M

% of Portfolio:1.5% ($4.4M/$286.4M)

ADOBE INC.

ADBE|00724F101

Shares:11.3K

Value:$4.3M

% of Portfolio:1.5% ($4.3M/$286.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	86.2K	QoQ -0.14% (-124) YoY -5.19% (-4.7K)	All Managers (Combined)	$19.2M	6.7% ($19.2M/$286.4M)	QoQ -11.42% (-$2.5M) YoY +22.80% (-$3.6M)
Meta Platforms, Inc.(METAcusip30303M102)	27.4K	QoQ -4.39% (-1.3K) YoY -13.12% (-4.1K)	All Managers (Combined)	$15.8M	5.5% ($15.8M/$286.4M)	QoQ -5.88% (-$986.8K) YoY +3.10% (-$475.6K)
MICROSOFT CORP(MSFTcusip594918104)	29.3K	QoQ +1.77% (-511) YoY -3.40% (-1.0K)	All Managers (Combined)	$11.0M	3.8% ($11.0M/$286.4M)	QoQ -9.36% (-$1.1M) YoY -13.81% (-$1.8M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	21.0K	QoQ -0.75% (-159) YoY -3.96% (-865)	All Managers (Combined)	$10.2M	3.5% ($10.2M/$286.4M)	QoQ +19.48% (-$1.7M) YoY +11.38% (-$1.0M)
QUALCOMM INC/DE(QCOMcusip747525103)	58.7K	QoQ -0.28% (-166) YoY -3.93% (-2.4K)	All Managers (Combined)	$9.0M	3.1% ($9.0M/$286.4M)	QoQ -0.28% (-$26.0K) YoY -12.83% (-$1.3M)
Alphabet Inc.(GOOGcusip02079K107)	48.1K	QoQ -4.24% (-2.1K) YoY -10.76% (-5.8K)	All Managers (Combined)	$7.5M	2.6% ($7.5M/$286.4M)	QoQ -21.44% (-$2.1M) YoY -8.43% (-$692.3K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	66.5K	QoQ -0.76% (-515) YoY -2.81% (-1.9K)	All Managers (Combined)	$7.4M	2.6% ($7.4M/$286.4M)	QoQ +20.37% (-$1.3M) YoY +48.66% (-$2.4M)
Alphabet Inc.(GOOGLcusip02079K305)	43.0K	QoQ -0.37% (-164) YoY -1.22% (-532)	All Managers (Combined)	$6.7M	2.3% ($6.7M/$286.4M)	QoQ -18.62% (-$1.5M) YoY +1.20% (-$79.3K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	9.9K	QoQ 0.00% (-0) YoY -3.09% (-315)	All Managers (Combined)	$6.2M	2.2% ($6.2M/$286.4M)	QoQ -10.96% (-$769.5K) YoY -36.14% (-$3.5M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	10.8K	QoQ -0.77% (-84) YoY -2.65% (-294)	All Managers (Combined)	$5.7M	2.0% ($5.7M/$286.4M)	QoQ +16.58% (-$817.8K) YoY +23.28% (-$1.1M)
Infosys Ltd(INFYcusip456788108)	307.4K	QoQ 0.00% (-0) YoY -3.46% (-11.0K)	All Managers (Combined)	$5.6M	2.0% ($5.6M/$286.4M)	QoQ -16.74% (-$1.1M) YoY -1.74% (-$99.6K)
CINTAS CORP(CTAScusip172908105)	26.6K	QoQ -1.80% (-490) YoY +257.16% (+19.2K)	All Managers (Combined)	$5.5M	1.9% ($5.5M/$286.4M)	QoQ +10.46% (-$517.7K) YoY +6.84% (+$350.4K)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	23.5K	QoQ -0.84% (-200) YoY -1.77% (-425)	All Managers (Combined)	$5.4M	1.9% ($5.4M/$286.4M)	QoQ +21.04% (-$932.9K) YoY +36.50% (-$1.4M)
NetApp, Inc.(NTAPcusip64110D104)	58.3K	QoQ -0.12% (-70) YoY -5.14% (-3.2K)	All Managers (Combined)	$5.1M	1.8% ($5.1M/$286.4M)	QoQ -24.41% (-$1.7M) YoY -20.62% (-$1.3M)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	38.9K	QoQ -0.16% (-66) YoY -1.23% (-485)	All Managers (Combined)	$4.7M	1.6% ($4.7M/$286.4M)	QoQ +8.37% (-$361.2K) YoY -2.30% (-$110.3K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	18.5K	QoQ -0.18% (-35) YoY -2.28% (-433)	All Managers (Combined)	$4.6M	1.6% ($4.6M/$286.4M)	QoQ +12.90% (-$527.1K) YoY +27.24% (-$987.7K)
PRICE T ROWE GROUP INC(TROWcusip74144T108)	49.7K	QoQ +7.89% (-3.6K) YoY +4.53% (-2.2K)	All Managers (Combined)	$4.6M	1.6% ($4.6M/$286.4M)	QoQ -12.34% (-$643.6K) YoY -21.22% (-$1.2M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	70.9K	QoQ +0.74% (+527) YoY -2.21% (-1.6K)	All Managers (Combined)	$4.4M	1.5% ($4.4M/$286.4M)	QoQ +5.01% (+$209.2K) YoY +20.89% (-$756.6K)
C. H. ROBINSON WORLDWIDE, INC.(CHRWcusip12541W209)	42.5K	QoQ -0.23% (-101) YoY -2.10% (-916)	All Managers (Combined)	$4.4M	1.5% ($4.4M/$286.4M)	QoQ -1.12% (-$49.6K) YoY +31.65% (-$1.0M)
ADOBE INC.(ADBEcusip00724F101)	11.3K	QoQ +82.93% (+5.1K) YoY +74.89% (+4.9K)	All Managers (Combined)	$4.3M	1.5% ($4.3M/$286.4M)	QoQ +57.77% (+$1.6M) YoY +32.92% (+$1.1M)