AIMZ Investment Advisors, LLC

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

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 Q3 2024 Q4 2024: $287.9M $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 · $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
SHEL Shell PLC-ADR 0.12% 5,475 $343K Reduce -1.8%
AMAT Applied Materials Inc. 0.11% 1,935 $315K Reduce -2.5%
AVGO Broadcom Inc. 0.10% 1,290 $299K No change
SCHV Schwab US Large-Cap Value 0.10% 11,400 $297K No change
AFL Aflac Inc. 0.10% 2,834 $293K No change
QQQ Invesco QQQ Trust Series 1 0.10% 565 $289K Reduce -4.2%
HON Honeywell International Inc. 0.10% 1,255 $283K No change
T AT&T Inc. 0.10% 12,178 $277K Reduce -2.4%
NOC Northrop Grumman Corp. 0.09% 530 $249K No change
CVX Chevron Corp. 0.09% 1,711 $248K No change
COP Conocophillips 0.08% 2,438 $242K No change
PNC PNC Financial Services Group 0.08% 1,250 $241K No change
SGOV iShares 0-3 Month Treasury B 0.08% 2,400 $241K Reduce -14.3%
DELL Dell Technologies -C 0.08% 2,056 $237K Reduce -1.3%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.08% 2,000 $235K No change
XCOR Fundx ETF 0.08% 3,259 $234K No change
KSS Kohls Corp. 0.08% 16,095 $226K Reduce -14.5%
PG The Procter & Gamble Co. 0.08% 1,331 $223K No change
GPN Global Payments Inc. 0.08% 1,957 $219K Reduce -5.8%
ALL Allstate Corp. 0.07% 1,100 $212K No change
SPR Spirit Aerosystems Hold Class A 0.07% 6,100 $208K New
MET Metlife Inc. 0.07% 2,488 $204K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 1,822 $203K New
NOK Nokia Corp.-Spon ADR 0.03% 19,100 $85K Reduce -3.0%

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

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