AIMZ Investment Advisors, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), AIMZ Investment Advisors, LLC reported 120 stock positions worth $268.1 million. Its top holding was Apple (AAPL) at 5.8% of the portfolio, followed by Meta Platforms Class A (META, 5.7%) and Microsoft (MSFT, 4.8%). Compared with Q4 2023, it opened 7 new positions, sold out of 1, added to 11 and reduced 72. The biggest buy was Alphabet Class C (GOOG, shares +1759%) and the biggest sale Apple (AAPL, shares −2%).

Most Recent 13F
Q2 2026
Location
LOS ALTOS, CA
CIK
0001630365
Portfolio Value
$268.1M (Q1 2024)
SEC Filing
0001630365-24-000005 ↗ filed May 10, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $268.1M $268.1M Q1 2024 Q2 2024: $279.0M Q2 2024 Q3 2024: $293.0M Q3 2024 Q4 2024: $287.9M Q4 2024 Q1 2025: $286.4M Q1 2025 Q2 2025: $298.7M Q2 2025 Q3 2025: $318.7M Q3 2025 Q4 2025: $349.6M Q4 2025 Q1 2026: $323.6M Q1 2026 Q2 2026: $363.5M Q2 2026

Holdings 120 stocks · $268.1M
AAPL Apple Inc. 5.82% 90,949 $15.6M Reduce -2.3%
META Meta Platforms Inc. Class A 5.70% 31,494 $15.3M Add +1.9%
MSFT Microsoft Corp. 4.76% 30,356 $12.8M Reduce -4.7%
QCOM Qualcomm Inc. 3.86% 61,055 $10.3M Reduce -2.6%
REGN Regeneron Pharmaceuticals 3.65% 10,169 $9.8M Reduce -2.6%
VRTX Vertex Pharmaceuticals Inc. 3.40% 21,816 $9.1M Reduce -2.1%
GOOG Alphabet Inc. Class C 3.06% 53,902 $8.2M Add +1758.7%
GOOGL Alphabet Inc. Class A 2.45% 43,561 $6.6M Reduce -1.1%
NTAP Netapp Inc. 2.40% 61,413 $6.4M Reduce -2.9%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 2.16% 47,566 $5.8M Reduce -1.2%
INFY Infosys Ltd.-SP ADR 2.13% 318,458 $5.7M Reduce -1.7%
CTAS Cintas Corp. 1.91% 7,447 $5.1M Reduce -0.3%
GILD Gilead Sciences Inc. 1.87% 68,399 $5.0M Reduce -1.5%
EXPD Expeditors Intl Wash Inc. 1.78% 39,358 $4.8M Reduce -2.0%
BRK.B Berkshire Hathaway Inc. Class B 1.74% 11,087 $4.7M Reduce -2.7%
INCY Incyte Corp. 1.51% 70,935 $4.0M Add +13.4%
AZN Astrazeneca PLC-Spons ADR 1.50% 59,214 $4.0M Reduce -1.4%
CHKP Check Point Software Tech 1.47% 23,964 $3.9M Reduce -2.8%
AMGN Amgen Inc. 1.45% 13,692 $3.9M Reduce -3.0%
PYPL PayPal Holdings Inc. 1.40% 56,062 $3.8M Reduce -0.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.35% 18,982 $3.6M Reduce -1.5%
MRK Merck & Co. Inc. 1.35% 27,443 $3.6M Reduce -3.0%
CSCO Cisco Systems Inc. 1.35% 72,542 $3.6M Reduce -1.4%
CI The Cigna Group 1.35% 9,965 $3.6M Reduce -0.5%
SYK Stryker Corp. 1.29% 9,672 $3.5M Reduce -3.7%
CHRW C.H. Robinson Worldwide Inc. 1.23% 43,460 $3.3M Reduce -1.4%
TEVA Teva Pharmaceutical-SP ADR 1.23% 232,924 $3.3M Reduce -0.0%
ADBE Adobe Inc. 1.22% 6,484 $3.3M Reduce -0.2%
WMT Walmart Inc. 1.13% 50,519 $3.0M Reduce -3.4%
LOW Lowe's Cos Inc. 1.12% 11,807 $3.0M Reduce -7.8%
ABBV Abbvie Inc. 1.09% 16,064 $2.9M Reduce -1.8%
BMY Bristol-Myers Squibb Co. 1.06% 52,620 $2.9M Add +0.2%
UNH Unitedhealth Group Inc. 1.04% 5,659 $2.8M Reduce -5.5%
DLB Dolby Laboratories Inc. Class A 1.01% 32,458 $2.7M Reduce -2.4%
GSK GSK PLC-Spon ADR 1.01% 62,932 $2.7M Reduce -1.9%
BEN Franklin Templeton Inc. 0.95% 90,455 $2.5M Reduce -1.6%
EEFT Euronet Worldwide Inc. 0.94% 22,925 $2.5M No change
ITW Illinois Tool Works 0.92% 9,216 $2.5M Reduce -4.2%
PEP Pepsico Inc. 0.85% 13,081 $2.3M No change
JNJ Johnson & Johnson 0.83% 14,050 $2.2M Reduce -3.4%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.82% 14,182 $2.2M Add +0.0%
ADI Analog Devices Inc. 0.80% 10,846 $2.1M Add +0.0%
ORCL Oracle Corp. 0.74% 15,823 $2.0M Reduce -1.3%
URBN Urban Outfitters Inc. 0.73% 44,956 $2.0M Reduce -2.6%
ABT Abbott Laboratories 0.72% 17,097 $1.9M Reduce -1.7%
HD Home Depot Inc. 0.67% 4,700 $1.8M Reduce -13.0%
TDY Teledyne Technologies Inc. 0.66% 4,091 $1.8M Reduce -2.5%
INTC Intel Corp. 0.65% 39,722 $1.8M Add +2.6%
VYM Vanguard High DVD Yield ETF 0.65% 14,320 $1.7M No change
PRLB Proto Labs Inc. 0.63% 47,473 $1.7M Reduce -0.2%
DOX Amdocs Ltd. 0.62% 18,426 $1.7M Reduce -2.6%
VTV Vanguard Mrngstr Val ETF-Aui 0.62% 10,176 $1.7M Reduce -0.3%
EMR Emerson Electric Co. 0.62% 14,570 $1.7M Reduce -2.7%
VIG Vanguard Dividend Apprec ETF 0.60% 8,798 $1.6M Reduce -0.4%
MDT Medtronic PLC 0.60% 18,328 $1.6M Add +0.0%
KO The Coca-Cola Co. 0.58% 25,569 $1.6M Reduce -5.4%
XOM Exxon Mobil Corp. 0.56% 12,936 $1.5M Reduce -3.0%
VHT Vanguard Health Care ETF 0.53% 5,215 $1.4M Reduce -0.4%
SPGI S&P Global Inc. 0.50% 3,122 $1.3M New
NVS Novartis AG-Sponsored ADR 0.49% 13,478 $1.3M Reduce -0.4%
WBA Walgreens Boots Alliance Inc. 0.48% 59,049 $1.3M Reduce -3.0%
NFLX Netflix Inc. 0.42% 1,843 $1.1M No change
CPRI Capri Holdings Ltd. 0.41% 24,385 $1.1M Reduce -3.2%
UPS United Parcel Service Class B 0.37% 6,750 $1.0M Reduce -6.9%
PRF Invesco Rafi US 1000 ETF 0.36% 25,000 $962K No change
AMZN Amazon.com Inc. 0.36% 5,280 $952K No change
DLTR Dollar Tree Inc. 0.34% 6,920 $921K Reduce -14.5%
NVDA Nvidia Corp. 0.32% 960 $868K Reduce -8.6%
WIT Wipro Ltd.-ADR 0.32% 148,572 $854K Add +0.0%
MYGN Myriad Genetics Inc. 0.31% 39,585 $844K Reduce -2.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.27% 19,089 $724K Reduce -5.3%
HLN Haleon PLC-ADR 0.27% 84,775 $720K Reduce -3.5%
WFC Wells Fargo & Co. 0.27% 12,330 $715K Reduce -5.2%
KLAC KLA Corp. 0.26% 1,007 $703K No change
VEU Vanguard Ftse All-World Ex-U 0.26% 11,694 $686K Add +0.0%
USMV iShares MSCI USA Min Vol Fac 0.25% 8,024 $671K No change
MRVL Marvell Technology Inc. 0.23% 8,867 $628K No change
TSLA Tesla Inc. 0.23% 3,467 $609K Reduce -28.4%
KSS Kohls Corp. 0.21% 19,137 $558K Reduce -3.0%
MCD McDonald's Corp. 0.21% 1,977 $557K No change
COST Costco Wholesale Corp. 0.20% 740 $542K No change
JPM JPMorgan Chase & Co. 0.19% 2,589 $519K No change
SBUX Starbucks Corp. 0.19% 5,611 $513K Reduce -0.8%
MMM 3M Co. 0.19% 4,798 $509K Reduce -5.9%
EBAY eBay Inc. 0.18% 8,929 $471K Reduce -7.3%
PFE Pfizer Inc. 0.17% 16,233 $450K Reduce -4.1%
AMAT Applied Materials Inc. 0.16% 2,085 $430K No change
ADP Automatic Data Processing 0.16% 1,685 $421K No change
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.15% 10,500 $412K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.15% 772 $404K Reduce -2.4%
ISRG Intuitive Surgical Inc. 0.15% 990 $395K No change
LLY Eli Lilly & Co. 0.15% 503 $391K No change
SHEL Shell PLC-ADR 0.14% 5,675 $380K Reduce -8.1%
HIPO Hippo Holdings Inc. 0.14% 20,210 $369K No change
SRE Sempra 0.13% 4,910 $353K No change
MA Mastercard Inc. Class A 0.13% 714 $344K No change
WAL Western Alliance Bancorp 0.13% 5,319 $341K No change
PPL PPL Corp. 0.12% 11,633 $320K Reduce -12.1%
COP Conocophillips 0.12% 2,438 $310K Reduce -3.0%
V Visa Inc. Class A 0.11% 1,094 $305K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.11% 843 $290K No change
SCHV Schwab US Large-Cap Value 0.11% 3,800 $289K No change
T AT&T Inc. 0.10% 15,798 $278K Reduce -2.5%
GPN Global Payments Inc. 0.10% 2,078 $278K No change
QQQ Invesco QQQ Trust Series 1 0.10% 609 $270K Add +0.2%
AFL Aflac Inc. 0.10% 3,005 $258K No change
HON Honeywell International Inc. 0.10% 1,255 $258K No change
NOC Northrop Grumman Corp. 0.09% 530 $254K No change
DELL Dell Technologies -C 0.09% 2,190 $250K New
CVX Chevron Corp. 0.09% 1,566 $247K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 1,917 $235K New
SPR Spirit Aerosystems Hold Class A 0.08% 6,100 $220K Reduce -30.7%
VZ Verizon Communications Inc. 0.08% 5,025 $211K Reduce -7.7%
ELV Elevance Health Inc. 0.08% 404 $209K Reduce -10.0%
PG The Procter & Gamble Co. 0.08% 1,266 $205K New
GE General Electric 0.08% 1,170 $205K New
PNC PNC Financial Services Group 0.08% 1,250 $202K New
XCOR Fundx ETF 0.07% 3,259 $200K New
NOK Nokia Corp.-Spon ADR 0.03% 20,700 $73K Reduce -10.4%
MVLA Movella Holdings Inc. 0.00% 10,400 $649 No change

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -2.3% 5.82% −1.45
GILD Gilead Sciences Inc. Reduce -1.5% 1.87% −0.41
ADBE Adobe Inc. Reduce -0.2% 1.22% −0.35
CHRW C.H. Robinson Worldwide Inc. Reduce -1.4% 1.23% −0.31
EXPD Expeditors Intl Wash Inc. Reduce -2.0% 1.78% −0.28
INFY Infosys Ltd.-SP ADR Reduce -1.7% 2.13% −0.28
VRTX Vertex Pharmaceuticals Inc. Reduce -2.1% 3.40% −0.27
TSLA Tesla Inc. Reduce -28.4% 0.23% −0.26
UNH Unitedhealth Group Inc. Reduce -5.5% 1.04% −0.23
AMGN Amgen Inc. Reduce -3.0% 1.45% −0.20
WBA Walgreens Boots Alliance Inc. Reduce -3.0% 0.48% −0.17
BEN Franklin Templeton Inc. Reduce -1.6% 0.95% −0.16
CSCO Cisco Systems Inc. Reduce -1.4% 1.35% −0.15
DLB Dolby Laboratories Inc. Class A Reduce -2.4% 1.01% −0.15
AZN Astrazeneca PLC-Spons ADR Reduce -1.4% 1.50% −0.14
DLTR Dollar Tree Inc. Reduce -14.5% 0.34% −0.12
PRLB Proto Labs Inc. Reduce -0.2% 0.63% −0.12
TDY Teledyne Technologies Inc. Reduce -2.5% 0.66% −0.10
CPRI Capri Holdings Ltd. Reduce -3.2% 0.41% −0.10
ITW Illinois Tool Works Reduce -4.2% 0.92% −0.10
JNJ Johnson & Johnson Reduce -3.4% 0.83% −0.10
ALL Allstate Corp. Sold out 0.00% −0.09
MSFT Microsoft Corp. Reduce -4.7% 4.76% −0.09
UPS United Parcel Service Class B Reduce -6.9% 0.37% −0.09
HD Home Depot Inc. Reduce -13.0% 0.67% −0.09
NVS Novartis AG-Sponsored ADR Reduce -0.4% 0.49% −0.07
REGN Regeneron Pharmaceuticals Reduce -2.6% 3.65% −0.06
KO The Coca-Cola Co. Reduce -5.4% 0.58% −0.06
CHKP Check Point Software Tech Reduce -2.8% 1.47% −0.06
DOX Amdocs Ltd. Reduce -2.6% 0.62% −0.05
ABT Abbott Laboratories Reduce -1.7% 0.72% −0.05
GOOGL Alphabet Inc. Class A Reduce -1.1% 2.45% −0.04
MMM 3M Co. Reduce -5.9% 0.19% −0.04
LOW Lowe's Cos Inc. Reduce -7.8% 1.12% −0.03
SPR Spirit Aerosystems Hold Class A Reduce -30.7% 0.08% −0.03
PFE Pfizer Inc. Reduce -4.1% 0.17% −0.03
SBUX Starbucks Corp. Reduce -0.8% 0.19% −0.03
PPL PPL Corp. Reduce -12.1% 0.12% −0.03
HLN Haleon PLC-ADR Reduce -3.5% 0.27% −0.02
SHEL Shell PLC-ADR Reduce -8.1% 0.14% −0.02
KSS Kohls Corp. Reduce -3.0% 0.21% −0.02
VIG Vanguard Dividend Apprec ETF Reduce -0.4% 0.60% −0.01
ELV Elevance Health Inc. Reduce -10.0% 0.08% −0.01
T AT&T Inc. Reduce -2.5% 0.10% −0.01
VHT Vanguard Health Care ETF Reduce -0.4% 0.53% −0.01
BAC Bank of America Corp. Reduce -5.3% 0.27% −0.01
NOK Nokia Corp.-Spon ADR Reduce -10.4% 0.03% −0.00
VZ Verizon Communications Inc. Reduce -7.7% 0.08% −0.00
COP Conocophillips Reduce -3.0% 0.12% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.4% 0.15% −0.00

Portfolio Buys Q4 2023 → Q1 2024
GOOG Alphabet Inc. Class C Add +1758.7% 3.06% +2.90
META Meta Platforms Inc. Class A Add +1.9% 5.70% +1.27
SPGI S&P Global Inc. New 0.50% +0.50
DELL Dell Technologies -C New 0.09% +0.09
DIS The Walt Disney Co. New 0.09% +0.09
GE General Electric New 0.08% +0.08
PG The Procter & Gamble Co. New 0.08% +0.08
PNC PNC Financial Services Group New 0.08% +0.08
XCOR Fundx ETF New 0.07% +0.07
QQQ Invesco QQQ Trust Series 1 Add +0.2% 0.10% −0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Add +0.0% 0.82% −0.01
VEU Vanguard Ftse All-World Ex-U Add +0.0% 0.26% −0.01
MDT Medtronic PLC Add +0.0% 0.60% −0.02
WIT Wipro Ltd.-ADR Add +0.0% 0.32% −0.02
BMY Bristol-Myers Squibb Co. Add +0.2% 1.06% −0.03
ADI Analog Devices Inc. Add +0.0% 0.80% −0.07
INCY Incyte Corp. Add +13.4% 1.51% −0.08
INTC Intel Corp. Add +2.6% 0.65% −0.13

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 153$363.5MAAPL, GOOGL, META, GOOG, MSFT
Q1 2026 139$323.6MAAPL, META, GOOGL, GOOG, MSFT
Q4 2025 140$349.6MAAPL, META, MSFT, GOOGL, GOOG
Q3 2025 128$318.7MAAPL, META, MSFT, GOOG, GOOGL
Q2 2025 130$298.7MMETA, AAPL, MSFT, QCOM, VRTX
Q1 2025 125$286.4MAAPL, META, MSFT, VRTX, QCOM
Q4 2024 124$287.9MAAPL, META, MSFT, GOOG, QCOM
Q3 2024 124$293.0MAAPL, META, MSFT, REGN, QCOM
Q2 2024 119$279.0MAAPL, META, MSFT, QCOM, REGN
Q1 2024 120$268.1MAAPL, META, MSFT, QCOM, REGN