AIMZ Investment Advisors, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), AIMZ Investment Advisors, LLC reported 124 stock positions worth $293.0 million. Its top holding was Apple (AAPL) at 7.0% of the portfolio, followed by Meta Platforms Class A (META, 5.7%) and Microsoft (MSFT, 4.3%). Compared with Q2 2024, it opened 7 new positions, sold out of 2, added to 25 and reduced 63. The biggest buy was Intl Business Machines (IBM, shares +0%) and the biggest sale Qualcomm (QCOM, shares −1%).

Most Recent 13F
Q2 2026
Location
LOS ALTOS, CA
CIK
0001630365
Portfolio Value
$293.0M (Q3 2024)
SEC Filing
0001630365-24-000009 ↗ filed Nov 13, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $268.1M Q1 2024 Q2 2024: $279.0M Q2 2024 Q3 2024: $293.0M $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 124 stocks · $293.0M
AAPL Apple Inc. 7.02% 88,232 $20.6M Reduce -0.4%
META Meta Platforms Inc. Class A 5.72% 29,298 $16.8M Reduce -5.4%
MSFT Microsoft Corp. 4.29% 29,181 $12.6M Reduce -1.2%
REGN Regeneron Pharmaceuticals 3.56% 9,909 $10.4M Reduce -0.8%
QCOM Qualcomm Inc. 3.43% 59,014 $10.0M Reduce -0.7%
VRTX Vertex Pharmaceuticals Inc. 3.38% 21,260 $9.9M Reduce -1.0%
GOOG Alphabet Inc. Class C 2.94% 51,431 $8.6M No change
NTAP Netapp Inc. 2.50% 59,301 $7.3M Reduce -0.5%
GOOGL Alphabet Inc. Class A 2.44% 43,187 $7.2M Add +0.1%
INFY Infosys Ltd.-SP ADR 2.36% 310,861 $6.9M Reduce -2.3%
CTAS Cintas Corp. 1.94% 27,588 $5.7M Reduce -3.8%
GILD Gilead Sciences Inc. 1.93% 67,480 $5.7M Reduce -0.6%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 1.75% 47,189 $5.1M Add +0.1%
EXPD Expeditors Intl Wash Inc. 1.75% 39,086 $5.1M Add +0.6%
BRK.B Berkshire Hathaway Inc. Class B 1.71% 10,877 $5.0M Reduce -0.5%
CHRW C.H. Robinson Worldwide Inc. 1.62% 43,017 $4.7M Reduce -0.2%
INCY Incyte Corp. 1.58% 69,830 $4.6M Reduce -0.0%
CHKP Check Point Software Tech 1.58% 23,939 $4.6M Add +0.8%
AZN Astrazeneca PLC-Spons ADR 1.54% 58,095 $4.5M Reduce -1.1%
EPAM Epam Systems Inc. 1.54% 22,645 $4.5M Add +0.1%
PYPL PayPal Holdings Inc. 1.48% 55,462 $4.3M Reduce -0.3%
AMGN Amgen Inc. 1.47% 13,365 $4.3M Reduce -1.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.42% 18,782 $4.2M Add +0.3%
TEVA Teva Pharmaceutical-SP ADR 1.40% 227,624 $4.1M Reduce -0.7%
WMT Walmart Inc. 1.37% 49,802 $4.0M Reduce -1.0%
CSCO Cisco Systems Inc. 1.30% 71,639 $3.8M Add +0.2%
SYK Stryker Corp. 1.16% 9,433 $3.4M Reduce -2.2%
ADBE Adobe Inc. 1.14% 6,449 $3.3M Reduce -0.5%
UNH Unitedhealth Group Inc. 1.12% 5,631 $3.3M Reduce -0.3%
CI The Cigna Group 1.12% 9,461 $3.3M Reduce -0.4%
ABBV Abbvie Inc. 1.07% 15,845 $3.1M Reduce -1.4%
LOW Lowe's Cos Inc. 1.05% 11,385 $3.1M Reduce -3.6%
MRK Merck & Co. Inc. 1.04% 26,799 $3.0M Add +0.3%
BMY Bristol-Myers Squibb Co. 0.94% 53,249 $2.8M Reduce -0.3%
GSK GSK PLC-Spon ADR 0.86% 61,865 $2.5M Reduce -0.8%
DLB Dolby Laboratories Inc. Class A 0.85% 32,463 $2.5M Add +0.0%
ORCL Oracle Corp. 0.84% 14,403 $2.5M Reduce -2.5%
ADI Analog Devices Inc. 0.82% 10,449 $2.4M Reduce -3.7%
ITW Illinois Tool Works 0.81% 9,069 $2.4M Reduce -1.6%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.81% 14,079 $2.4M Reduce -3.1%
JNJ Johnson & Johnson 0.78% 14,164 $2.3M Add +3.8%
EEFT Euronet Worldwide Inc. 0.78% 22,925 $2.3M No change
PEP Pepsico Inc. 0.75% 12,931 $2.2M Reduce -1.1%
ABT Abbott Laboratories 0.66% 16,880 $1.9M Reduce -1.3%
SBUX Starbucks Corp. 0.65% 19,493 $1.9M Add +0.0%
HD Home Depot Inc. 0.63% 4,550 $1.8M Reduce -3.2%
VYM Vanguard High DVD Yield ETF 0.63% 14,354 $1.8M Reduce -2.1%
KO The Coca-Cola Co. 0.61% 24,929 $1.8M Reduce -2.5%
BEN Franklin Templeton Inc. 0.61% 88,802 $1.8M Reduce -0.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.61% 10,239 $1.8M Reduce -2.4%
TDY Teledyne Technologies Inc. 0.61% 4,060 $1.8M Reduce -0.8%
VIG Vanguard Dividend Apprec ETF 0.58% 8,559 $1.7M Reduce -4.6%
URBN Urban Outfitters Inc. 0.58% 44,206 $1.7M Add +0.6%
MDT Medtronic PLC 0.56% 18,112 $1.6M Reduce -0.8%
SPGI S&P Global Inc. 0.55% 3,122 $1.6M No change
DOX Amdocs Ltd. 0.55% 18,331 $1.6M Reduce -0.5%
EMR Emerson Electric Co. 0.54% 14,400 $1.6M Reduce -0.8%
NVS Novartis AG-Sponsored ADR 0.53% 13,388 $1.5M Reduce -0.7%
XOM Exxon Mobil Corp. 0.52% 12,942 $1.5M Add +0.0%
NFLX Netflix Inc. 0.51% 2,113 $1.5M Add +14.7%
VHT Vanguard Health Care ETF 0.49% 5,115 $1.4M Reduce -4.3%
PRLB Proto Labs Inc. 0.46% 46,223 $1.4M Reduce -0.6%
NVDA Nvidia Corp. 0.43% 10,327 $1.3M Add +1.1%
MYGN Myriad Genetics Inc. 0.37% 39,385 $1.1M Reduce -0.5%
CPRI Capri Holdings Ltd. 0.35% 24,185 $1.0M Reduce -0.4%
PRF Invesco Rafi US 1000 ETF 0.35% 25,000 $1.0M No change
AMZN Amazon.com Inc. 0.34% 5,280 $984K No change
WIT Wipro Ltd.-ADR 0.33% 148,572 $963K No change
UPS United Parcel Service Class B 0.31% 6,750 $920K Add +1.1%
INTC Intel Corp. 0.31% 39,059 $916K Reduce -0.8%
TSLA Tesla Inc. 0.28% 3,152 $825K Reduce -9.3%
KLAC KLA Corp. 0.27% 1,007 $780K No change
HLN Haleon PLC-ADR 0.26% 72,752 $770K Reduce -3.5%
USMV iShares MSCI USA Min Vol Fac 0.25% 8,024 $733K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.24% 17,642 $700K Add +13.8%
COST Costco Wholesale Corp. 0.23% 755 $669K Add +2.0%
MMM 3M Co. 0.22% 4,798 $656K No change
WFC Wells Fargo & Co. 0.22% 11,555 $653K Add +2.9%
VEU Vanguard Ftse All-World Ex-U 0.21% 9,654 $608K Add +0.0%
MRVL Marvell Technology Inc. 0.21% 8,367 $603K No change
JPM JPMorgan Chase & Co. 0.20% 2,804 $591K Add +17.4%
EBAY eBay Inc. 0.20% 8,933 $582K Add +0.0%
MCD McDonald's Corp. 0.18% 1,777 $541K Reduce -10.1%
ISRG Intuitive Surgical Inc. 0.17% 990 $486K No change
DLTR Dollar Tree Inc. 0.16% 6,870 $483K No change
WBA Walgreens Boots Alliance Inc. 0.16% 53,781 $482K Reduce -6.8%
ADP Automatic Data Processing 0.16% 1,685 $466K No change
PFE Pfizer Inc. 0.16% 15,966 $462K Reduce -0.2%
WAL Western Alliance Bancorp 0.16% 5,271 $456K Reduce -0.9%
LLY Eli Lilly & Co. 0.15% 503 $446K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.15% 773 $443K Add +0.1%
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.15% 10,500 $436K No change
SRE Sempra 0.14% 4,910 $411K No change
AMAT Applied Materials Inc. 0.14% 1,985 $401K No change
KSS Kohls Corp. 0.14% 18,833 $397K Reduce -1.3%
PPL PPL Corp. 0.13% 11,633 $385K No change
SHEL Shell PLC-ADR 0.13% 5,575 $368K Reduce -1.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.12% 939 $360K Reduce -0.5%
MA Mastercard Inc. Class A 0.12% 714 $353K No change
HIPO Hippo Holdings Inc. 0.12% 20,210 $341K No change
AFL Aflac Inc. 0.11% 2,834 $317K Reduce -3.4%
SCHV Schwab US Large-Cap Value 0.10% 3,800 $305K No change
V Visa Inc. Class A 0.10% 1,094 $301K Reduce -1.9%
QQQ Invesco QQQ Trust Series 1 0.10% 590 $288K Reduce -3.1%
SGOV iShares 0-3 Month Treasury B 0.10% 2,800 $282K No change
NOC Northrop Grumman Corp. 0.10% 530 $280K No change
T AT&T Inc. 0.09% 12,478 $275K Reduce -16.4%
PLTR Palantir Technologies Inc. Class A 0.09% 7,100 $264K New
HON Honeywell International Inc. 0.09% 1,255 $259K No change
COP Conocophillips 0.09% 2,438 $257K No change
CVX Chevron Corp. 0.09% 1,711 $252K Add +23.6%
DELL Dell Technologies -C 0.08% 2,084 $247K Reduce -2.2%
PNC PNC Financial Services Group 0.08% 1,250 $231K New
PG The Procter & Gamble Co. 0.08% 1,331 $231K Add +5.1%
VZ Verizon Communications Inc. 0.08% 4,959 $223K No change
AVGO Broadcom Inc. 0.08% 1,290 $223K No change
XCOR Fundx ETF 0.08% 3,259 $221K No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.07% 2,000 $219K New
GPN Global Payments Inc. 0.07% 2,078 $213K No change
ALL Allstate Corp. 0.07% 1,100 $209K New
HDV iShares Core High Dividend E 0.07% 1,750 $206K New
MET Metlife Inc. 0.07% 2,488 $205K New
TXN Texas Instruments Inc. 0.07% 975 $201K New
NOK Nokia Corp.-Spon ADR 0.03% 19,700 $86K Reduce -1.5%

Portfolio Sells Q2 2024 → Q3 2024
QCOM Qualcomm Inc. Reduce -0.7% 3.43% −0.82
MSFT Microsoft Corp. Reduce -1.2% 4.29% −0.44
NTAP Netapp Inc. Reduce -0.5% 2.50% −0.25
VRTX Vertex Pharmaceuticals Inc. Reduce -1.0% 3.38% −0.23
REGN Regeneron Pharmaceuticals Reduce -0.8% 3.56% −0.20
ADBE Adobe Inc. Reduce -0.5% 1.14% −0.15
INTC Intel Corp. Reduce -0.8% 0.31% −0.12
BEN Franklin Templeton Inc. Reduce -0.5% 0.61% −0.10
AZN Astrazeneca PLC-Spons ADR Reduce -1.1% 1.54% −0.10
WBA Walgreens Boots Alliance Inc. Reduce -6.8% 0.16% −0.09
ELV Elevance Health Inc. Sold out 0.00% −0.08
SPR Spirit Aerosystems Hold Class A Sold out 0.00% −0.07
ADI Analog Devices Inc. Reduce -3.7% 0.82% −0.07
PRLB Proto Labs Inc. Reduce -0.6% 0.46% −0.05
AMGN Amgen Inc. Reduce -1.3% 1.47% −0.05
EMR Emerson Electric Co. Reduce -0.8% 0.54% −0.04
PEP Pepsico Inc. Reduce -1.1% 0.75% −0.02
KSS Kohls Corp. Reduce -1.3% 0.14% −0.02
SHEL Shell PLC-ADR Reduce -1.8% 0.13% −0.02
DELL Dell Technologies -C Reduce -2.2% 0.08% −0.02
VHT Vanguard Health Care ETF Reduce -4.3% 0.49% −0.02
SYK Stryker Corp. Reduce -2.2% 1.16% −0.01
T AT&T Inc. Reduce -16.4% 0.09% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -4.6% 0.58% −0.01
CI The Cigna Group Reduce -0.4% 1.12% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -3.1% 0.10% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.5% 0.12% −0.00
PFE Pfizer Inc. Reduce -0.2% 0.16% −0.00
V Visa Inc. Class A Reduce -1.9% 0.10% −0.00
NOK Nokia Corp.-Spon ADR Reduce -1.5% 0.03% +0.00
GSK GSK PLC-Spon ADR Reduce -0.8% 0.86% +0.00
MCD McDonald's Corp. Reduce -10.1% 0.18% +0.00
VYM Vanguard High DVD Yield ETF Reduce -2.1% 0.63% +0.00
VTV Vanguard Mrngstr Val ETF-Aui Reduce -2.4% 0.61% +0.01
NVS Novartis AG-Sponsored ADR Reduce -0.7% 0.53% +0.01
AFL Aflac Inc. Reduce -3.4% 0.11% +0.01
ABT Abbott Laboratories Reduce -1.3% 0.66% +0.02
MYGN Myriad Genetics Inc. Reduce -0.5% 0.37% +0.02
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -3.1% 0.81% +0.02
DOX Amdocs Ltd. Reduce -0.5% 0.55% +0.03
KO The Coca-Cola Co. Reduce -2.5% 0.61% +0.03
ITW Illinois Tool Works Reduce -1.6% 0.81% +0.03
TSLA Tesla Inc. Reduce -9.3% 0.28% +0.03
WAL Western Alliance Bancorp Reduce -0.9% 0.16% +0.04
TDY Teledyne Technologies Inc. Reduce -0.8% 0.61% +0.04
HLN Haleon PLC-ADR Reduce -3.5% 0.26% +0.04
MDT Medtronic PLC Reduce -0.8% 0.56% +0.04
HD Home Depot Inc. Reduce -3.2% 0.63% +0.05
INCY Incyte Corp. Reduce -0.0% 1.58% +0.06
CPRI Capri Holdings Ltd. Reduce -0.4% 0.35% +0.06

Portfolio Buys Q2 2024 → Q3 2024
IBM Intl Business Machines Corp. Add +0.3% 1.42% +0.26
CHKP Check Point Software Tech Add +0.8% 1.58% +0.17
SBUX Starbucks Corp. Add +0.0% 0.65% +0.10
PLTR Palantir Technologies Inc. Class A New 0.09% +0.09
CSCO Cisco Systems Inc. Add +0.2% 1.30% +0.08
PNC PNC Financial Services Group New 0.08% +0.08
TTD Trade Desk Inc./the Class A New 0.07% +0.07
ALL Allstate Corp. New 0.07% +0.07
HDV iShares Core High Dividend E New 0.07% +0.07
MET Metlife Inc. New 0.07% +0.07
TXN Texas Instruments Inc. New 0.07% +0.07
JNJ Johnson & Johnson Add +3.8% 0.78% +0.07
NFLX Netflix Inc. Add +14.7% 0.51% +0.07
JPM JPMorgan Chase & Co. Add +17.4% 0.20% +0.03
EBAY eBay Inc. Add +0.0% 0.20% +0.03
BAC Bank of America Corp. Add +13.8% 0.24% +0.02
EXPD Expeditors Intl Wash Inc. Add +0.6% 1.75% +0.02
EPAM Epam Systems Inc. Add +0.1% 1.54% +0.01
CVX Chevron Corp. Add +23.6% 0.09% +0.01
VEU Vanguard Ftse All-World Ex-U Add +0.0% 0.21% +0.00
PG The Procter & Gamble Co. Add +5.1% 0.08% +0.00
COST Costco Wholesale Corp. Add +2.0% 0.23% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 0.15% +0.00
UPS United Parcel Service Class B Add +1.1% 0.31% −0.01
XOM Exxon Mobil Corp. Add +0.0% 0.52% −0.02
WFC Wells Fargo & Co. Add +2.9% 0.22% −0.02
NVDA Nvidia Corp. Add +1.1% 0.43% −0.02
URBN Urban Outfitters Inc. Add +0.6% 0.58% −0.07
DLB Dolby Laboratories Inc. Class A Add +0.0% 0.85% −0.07
MRK Merck & Co. Inc. Add +0.3% 1.04% −0.15
TROW T Rowe Price Group Inc. Add +0.1% 1.75% −0.19
GOOGL Alphabet Inc. Class A Add +0.1% 2.44% −0.37

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