AIMZ Investment Advisors, LLC

Name: AIMZ Investment Advisors, LLC 13F holdings, Q4 2024
Creator: AIMZ Investment Advisors, LLC
Published: 2025-02-05

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), AIMZ Investment Advisors, LLC reported 124 stock positions worth $287.9 million. Its top holding was Apple (AAPL) at 7.5% of the portfolio, followed by Meta Platforms Class A (META, 5.8%) and Microsoft (MSFT, 4.2%). Compared with Q3 2024, it opened 3 new positions, sold out of 3, added to 9 and reduced 76. The biggest buy was a new position in Genmab A/S -SP ADR (GMAB) and the biggest sale Regeneron Pharmaceuticals (REGN, shares −1%).

Most Recent 13F: Q2 2026
Location: LOS ALTOS, CA
CIK: 0001630365
Portfolio Value: $287.9M (Q4 2024)
SEC Filing: 0001630365-25-000002 ↗ filed Feb 5, 2025

Holdings Value

Holdings 124 stocks · $287.9M


AAPL Apple Inc.	7.51%	86,344	$21.6M	Reduce -2.1%
META Meta Platforms Inc. Class A	5.82%	28,617	$16.8M	Reduce -2.3%
MSFT Microsoft Corp.	4.22%	28,810	$12.1M	Reduce -1.3%
GOOG Alphabet Inc. Class C	3.32%	50,231	$9.6M	Reduce -2.3%
QCOM Qualcomm Inc.	3.14%	58,819	$9.0M	Reduce -0.3%
VRTX Vertex Pharmaceuticals Inc.	2.95%	21,110	$8.5M	Reduce -0.7%
GOOGL Alphabet Inc. Class A	2.84%	43,193	$8.2M	Add +0.0%
REGN Regeneron Pharmaceuticals	2.44%	9,854	$7.0M	Reduce -0.6%
NTAP Netapp Inc.	2.35%	58,324	$6.8M	Reduce -1.6%
INFY Infosys Ltd.-SP ADR	2.34%	307,420	$6.7M	Reduce -1.1%
GILD Gilead Sciences Inc.	2.15%	66,991	$6.2M	Reduce -0.7%
EPAM Epam Systems Inc.	1.84%	22,625	$5.3M	Reduce -0.1%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC	1.81%	46,085	$5.2M	Reduce -2.3%
TEVA Teva Pharmaceutical-SP ADR	1.73%	226,574	$5.0M	Reduce -0.5%
CTAS Cintas Corp.	1.72%	27,088	$4.9M	Reduce -1.8%
BRK.B Berkshire Hathaway Inc. Class B	1.71%	10,877	$4.9M	No change
INCY Incyte Corp.	1.66%	69,380	$4.8M	Reduce -0.6%
PYPL PayPal Holdings Inc.	1.63%	54,862	$4.7M	Reduce -1.1%
WMT Walmart Inc.	1.54%	49,175	$4.4M	Reduce -1.3%
CHKP Check Point Software Tech	1.54%	23,739	$4.4M	Reduce -0.8%
CHRW C.H. Robinson Worldwide Inc.	1.53%	42,645	$4.4M	Reduce -0.9%
EXPD Expeditors Intl Wash Inc.	1.50%	38,939	$4.3M	Reduce -0.4%
CSCO Cisco Systems Inc.	1.45%	70,405	$4.2M	Reduce -1.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	1.42%	18,584	$4.1M	Reduce -1.1%
AZN Astrazeneca PLC-Spons ADR	1.32%	57,777	$3.8M	Reduce -0.6%
GMAB Genmab A/S -SP ADR	1.22%	168,905	$3.5M	New
AMGN Amgen Inc.	1.20%	13,217	$3.4M	Reduce -1.1%
SYK Stryker Corp.	1.16%	9,292	$3.3M	Reduce -1.5%
BMY Bristol-Myers Squibb Co.	1.04%	53,104	$3.0M	Reduce -0.3%
ABBV Abbvie Inc.	0.97%	15,748	$2.8M	Reduce -0.6%
UNH Unitedhealth Group Inc.	0.97%	5,531	$2.8M	Reduce -1.8%
LOW Lowe's Cos Inc.	0.97%	11,303	$2.8M	Reduce -0.7%
ADBE Adobe Inc.	0.96%	6,199	$2.8M	Reduce -3.9%
MRK Merck & Co. Inc.	0.92%	26,600	$2.6M	Reduce -0.7%
CI The Cigna Group	0.91%	9,488	$2.6M	Add +0.3%
DLB Dolby Laboratories Inc. Class A	0.87%	32,165	$2.5M	Reduce -0.9%
URBN Urban Outfitters Inc.	0.84%	43,856	$2.4M	Reduce -0.8%
ORCL Oracle Corp.	0.82%	14,203	$2.4M	Reduce -1.4%
EEFT Euronet Worldwide Inc.	0.82%	22,925	$2.4M	No change
VOE Vngrd Mrngstr MD-Cap Val ETF	0.80%	14,206	$2.3M	Add +0.9%
ITW Illinois Tool Works	0.79%	8,971	$2.3M	Reduce -1.1%
ADI Analog Devices Inc.	0.76%	10,350	$2.2M	Reduce -0.9%
GSK GSK PLC-Spon ADR	0.73%	62,531	$2.1M	Add +1.1%
JNJ Johnson & Johnson	0.71%	14,065	$2.0M	Reduce -0.7%
PEP Pepsico Inc.	0.68%	12,831	$2.0M	Reduce -0.8%
ABT Abbott Laboratories	0.66%	16,781	$1.9M	Reduce -0.6%
TDY Teledyne Technologies Inc.	0.65%	4,043	$1.9M	Reduce -0.4%
NFLX Netflix Inc.	0.64%	2,073	$1.8M	Reduce -1.9%
VYM Vanguard High DVD Yield ETF	0.63%	14,204	$1.8M	Reduce -1.1%
SBUX Starbucks Corp.	0.62%	19,469	$1.8M	Reduce -0.1%
EMR Emerson Electric Co.	0.62%	14,302	$1.8M	Reduce -0.7%
HD Home Depot Inc.	0.61%	4,550	$1.8M	No change
VTV Vanguard Mrngstr Val ETF-Aui	0.58%	9,822	$1.7M	Reduce -4.1%
PRLB Proto Labs Inc.	0.57%	42,323	$1.7M	Reduce -8.4%
BEN Franklin Templeton Inc.	0.57%	80,656	$1.6M	Reduce -9.2%
VIG Vanguard Dividend Apprec ETF	0.54%	7,960	$1.6M	Reduce -7.0%
DOX Amdocs Ltd.	0.54%	18,184	$1.5M	Reduce -0.8%
KO The Coca-Cola Co.	0.54%	24,739	$1.5M	Reduce -0.8%
SPGI S&P Global Inc.	0.53%	3,081	$1.5M	Reduce -1.3%
MDT Medtronic PLC	0.50%	17,942	$1.4M	Reduce -0.9%
NVDA Nvidia Corp.	0.49%	10,592	$1.4M	Add +2.6%
XOM Exxon Mobil Corp.	0.48%	12,945	$1.4M	Add +0.0%
VHT Vanguard Health Care ETF	0.46%	5,247	$1.3M	Add +2.6%
NVS Novartis AG-Sponsored ADR	0.45%	13,288	$1.3M	Reduce -0.8%
AMZN Amazon.com Inc.	0.40%	5,280	$1.2M	No change
TSLA Tesla Inc.	0.36%	2,602	$1.1M	Reduce -17.4%
WIT Wipro Ltd.-ADR	0.36%	293,412	$1.0M	Reduce -1.3%
PRF Invesco Rafi US 1000 ETF	0.35%	25,000	$1.0M	No change
MRVL Marvell Technology Inc.	0.30%	7,872	$869K	Reduce -5.9%
UPS United Parcel Service Class B	0.30%	6,750	$851K	No change
WFC Wells Fargo & Co.	0.28%	11,472	$806K	Reduce -0.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.27%	17,642	$775K	No change
USMV iShares MSCI USA Min Vol Fac	0.25%	8,024	$712K	No change
COST Costco Wholesale Corp.	0.24%	755	$692K	No change
HLN Haleon PLC-ADR	0.23%	70,552	$673K	Reduce -3.0%
JPM JPMorgan Chase & Co.	0.23%	2,804	$672K	No change
INTC Intel Corp.	0.23%	32,713	$656K	Reduce -16.3%
KLAC KLA Corp.	0.22%	1,007	$635K	No change
MMM 3M Co.	0.21%	4,648	$600K	Reduce -3.1%
EBAY eBay Inc.	0.19%	8,934	$553K	Add +0.0%
HIPO Hippo Holdings Inc.	0.19%	20,210	$541K	No change
MYGN Myriad Genetics Inc.	0.19%	39,185	$537K	Reduce -0.5%
PLTR Palantir Technologies Inc. Class A	0.19%	7,100	$537K	No change
VEU Vanguard Ftse All-World Ex-U	0.18%	9,271	$532K	Reduce -4.0%
ISRG Intuitive Surgical Inc.	0.18%	990	$517K	No change
MCD McDonald's Corp.	0.18%	1,777	$515K	No change
DLTR Dollar Tree Inc.	0.18%	6,870	$515K	No change
CPRI Capri Holdings Ltd.	0.17%	23,785	$501K	Reduce -1.6%
ADP Automatic Data Processing	0.17%	1,685	$493K	No change
VUG Vanguard Mrngstar GR ETF-Sui	0.16%	1,141	$468K	Add +21.5%
WAL Western Alliance Bancorp	0.15%	5,271	$440K	No change
SPY SS SPDR S&P 500 ETF Trust-US	0.15%	748	$439K	Reduce -3.2%
PRFZ Inv Rafi US 1500 SM-Usd Inc.	0.15%	10,500	$437K	No change
SRE Sempra	0.15%	4,910	$431K	No change
PFE Pfizer Inc.	0.14%	15,502	$411K	Reduce -2.9%
WBA Walgreens Boots Alliance Inc.	0.14%	42,807	$399K	Reduce -20.4%
LLY Eli Lilly & Co.	0.13%	503	$388K	No change
MA Mastercard Inc. Class A	0.13%	714	$376K	No change
PPL PPL Corp.	0.13%	11,433	$371K	Reduce -1.7%
V Visa Inc. Class A	0.12%	1,094	$346K	No change

Show all 124 holdings

Portfolio Sells Q3 2024 → Q4 2024


REGN Regeneron Pharmaceuticals	Reduce -0.6%	2.44%	−1.12
VRTX Vertex Pharmaceuticals Inc.	Reduce -0.7%	2.95%	−0.42
QCOM Qualcomm Inc.	Reduce -0.3%	3.14%	−0.29
AMGN Amgen Inc.	Reduce -1.1%	1.20%	−0.27
EXPD Expeditors Intl Wash Inc.	Reduce -0.4%	1.50%	−0.25
AZN Astrazeneca PLC-Spons ADR	Reduce -0.6%	1.32%	−0.23
CTAS Cintas Corp.	Reduce -1.8%	1.72%	−0.22
ADBE Adobe Inc.	Reduce -3.9%	0.96%	−0.18
MYGN Myriad Genetics Inc.	Reduce -0.5%	0.19%	−0.18
CPRI Capri Holdings Ltd.	Reduce -1.6%	0.17%	−0.18
UNH Unitedhealth Group Inc.	Reduce -1.8%	0.97%	−0.15
NTAP Netapp Inc.	Reduce -1.6%	2.35%	−0.15
MRK Merck & Co. Inc.	Reduce -0.7%	0.92%	−0.12
ABBV Abbvie Inc.	Reduce -0.6%	0.97%	−0.10
CHRW C.H. Robinson Worldwide Inc.	Reduce -0.9%	1.53%	−0.09
INTC Intel Corp.	Reduce -16.3%	0.23%	−0.08
LOW Lowe's Cos Inc.	Reduce -0.7%	0.97%	−0.08
JNJ Johnson & Johnson	Reduce -0.7%	0.71%	−0.08
KO The Coca-Cola Co.	Reduce -0.8%	0.54%	−0.08
NVS Novartis AG-Sponsored ADR	Reduce -0.8%	0.45%	−0.08
VZ Verizon Communications Inc.	Sold out	0.00%	−0.08
PEP Pepsico Inc.	Reduce -0.8%	0.68%	−0.07
HDV iShares Core High Dividend E	Sold out	0.00%	−0.07
TXN Texas Instruments Inc.	Sold out	0.00%	−0.07
MSFT Microsoft Corp.	Reduce -1.3%	4.22%	−0.07
MDT Medtronic PLC	Reduce -0.9%	0.50%	−0.06
KSS Kohls Corp.	Reduce -14.5%	0.08%	−0.06
ADI Analog Devices Inc.	Reduce -0.9%	0.76%	−0.06
BEN Franklin Templeton Inc.	Reduce -9.2%	0.57%	−0.04
VIG Vanguard Dividend Apprec ETF	Reduce -7.0%	0.54%	−0.04
CHKP Check Point Software Tech	Reduce -0.8%	1.54%	−0.04
VTV Vanguard Mrngstr Val ETF-Aui	Reduce -4.1%	0.58%	−0.03
SBUX Starbucks Corp.	Reduce -0.1%	0.62%	−0.03
HLN Haleon PLC-ADR	Reduce -3.0%	0.23%	−0.03
AMAT Applied Materials Inc.	Reduce -2.5%	0.11%	−0.03
WBA Walgreens Boots Alliance Inc.	Reduce -20.4%	0.14%	−0.03
VEU Vanguard Ftse All-World Ex-U	Reduce -4.0%	0.18%	−0.02
INFY Infosys Ltd.-SP ADR	Reduce -1.1%	2.34%	−0.02
ITW Illinois Tool Works	Reduce -1.1%	0.79%	−0.02
SPGI S&P Global Inc.	Reduce -1.3%	0.53%	−0.02
ORCL Oracle Corp.	Reduce -1.4%	0.82%	−0.02
MMM 3M Co.	Reduce -3.1%	0.21%	−0.02
PFE Pfizer Inc.	Reduce -2.9%	0.14%	−0.01
SGOV iShares 0-3 Month Treasury B	Reduce -14.3%	0.08%	−0.01
DOX Amdocs Ltd.	Reduce -0.8%	0.54%	−0.01
SHEL Shell PLC-ADR	Reduce -1.8%	0.12%	−0.01
PPL PPL Corp.	Reduce -1.7%	0.13%	−0.00
DELL Dell Technologies -C	Reduce -1.3%	0.08%	−0.00
SYK Stryker Corp.	Reduce -1.5%	1.16%	−0.00
NOK Nokia Corp.-Spon ADR	Reduce -3.0%	0.03%	0.00

Portfolio Buys Q3 2024 → Q4 2024


GMAB Genmab A/S -SP ADR	New	1.22%	+1.22
GOOGL Alphabet Inc. Class A	Add +0.0%	2.84%	+0.40
SPR Spirit Aerosystems Hold Class A	New	0.07%	+0.07
DIS The Walt Disney Co.	New	0.07%	+0.07
NVDA Nvidia Corp.	Add +2.6%	0.49%	+0.07
VUG Vanguard Mrngstar GR ETF-Sui	Add +21.5%	0.16%	+0.04
EBAY eBay Inc.	Add +0.0%	0.19%	−0.01
VOE Vngrd Mrngstr MD-Cap Val ETF	Add +0.9%	0.80%	−0.01
VHT Vanguard Health Care ETF	Add +2.6%	0.46%	−0.03
XOM Exxon Mobil Corp.	Add +0.0%	0.48%	−0.03
GSK GSK PLC-Spon ADR	Add +1.1%	0.73%	−0.13
CI The Cigna Group	Add +0.3%	0.91%	−0.21

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	153	$363.5M	AAPL, GOOGL, META, GOOG, MSFT
Q1 2026	139	$323.6M	AAPL, META, GOOGL, GOOG, MSFT
Q4 2025	140	$349.6M	AAPL, META, MSFT, GOOGL, GOOG
Q3 2025	128	$318.7M	AAPL, META, MSFT, GOOG, GOOGL
Q2 2025	130	$298.7M	META, AAPL, MSFT, QCOM, VRTX
Q1 2025	125	$286.4M	AAPL, META, MSFT, VRTX, QCOM
Q4 2024	124	$287.9M	AAPL, META, MSFT, GOOG, QCOM
Q3 2024	124	$293.0M	AAPL, META, MSFT, REGN, QCOM
Q2 2024	119	$279.0M	AAPL, META, MSFT, QCOM, REGN
Q1 2024	120	$268.1M	AAPL, META, MSFT, QCOM, REGN