AIMZ Investment Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), AIMZ Investment Advisors, LLC reported 125 stock positions worth $286.4 million. Its top holding was Apple (AAPL) at 6.7% of the portfolio, followed by Meta Platforms Class A (META, 5.5%) and Microsoft (MSFT, 3.8%). Compared with Q4 2024, it opened 6 new positions, sold out of 5, added to 41 and reduced 44. The biggest buy was a new position in Globant (GLOB) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ALTOS, CA
- CIK
- 0001630365
- Portfolio Value
- $286.4M (Q1 2025)
- SEC Filing
- 0001630365-25-000005 ↗ filed May 14, 2025
Holdings Value
Holdings 125 stocks · $286.4M
| AAPL Apple Inc. | 6.69% | 86,220 | $19.2M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 5.51% | 27,359 | $15.8M | Reduce -4.4% |
| MSFT Microsoft Corp. | 3.84% | 29,321 | $11.0M | Add +1.8% |
| VRTX Vertex Pharmaceuticals Inc. | 3.55% | 20,951 | $10.2M | Reduce -0.8% |
| QCOM Qualcomm Inc. | 3.15% | 58,653 | $9.0M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 2.62% | 48,101 | $7.5M | Reduce -4.2% |
| GILD Gilead Sciences Inc. | 2.60% | 66,476 | $7.4M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 2.32% | 43,029 | $6.7M | Reduce -0.4% |
| REGN Regeneron Pharmaceuticals | 2.18% | 9,854 | $6.2M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 2.01% | 10,793 | $5.7M | Reduce -0.8% |
| INFY Infosys Ltd.-SP ADR | 1.96% | 307,420 | $5.6M | No change |
| CTAS Cintas Corp. | 1.91% | 26,598 | $5.5M | Reduce -1.8% |
| CHKP Check Point Software Tech | 1.87% | 23,539 | $5.4M | Reduce -0.8% |
| NTAP Netapp Inc. | 1.79% | 58,254 | $5.1M | Reduce -0.1% |
| EXPD Expeditors Intl Wash Inc. | 1.63% | 38,873 | $4.7M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.61% | 18,549 | $4.6M | Reduce -0.2% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 1.59% | 49,724 | $4.6M | Add +7.9% |
| CSCO Cisco Systems Inc. | 1.53% | 70,932 | $4.4M | Add +0.8% |
| CHRW C.H. Robinson Worldwide Inc. | 1.52% | 42,544 | $4.4M | Reduce -0.2% |
| ADBE Adobe Inc. | 1.52% | 11,340 | $4.3M | Add +82.9% |
| WMT Walmart Inc. | 1.51% | 49,128 | $4.3M | Reduce -0.1% |
| AZN Astrazeneca PLC-Spons ADR | 1.48% | 57,597 | $4.2M | Reduce -0.3% |
| INCY Incyte Corp. | 1.46% | 68,923 | $4.2M | Reduce -0.7% |
| AMGN Amgen Inc. | 1.44% | 13,219 | $4.1M | Add +0.0% |
| EPAM Epam Systems Inc. | 1.32% | 22,450 | $3.8M | Reduce -0.8% |
| GLOB Globant SA | 1.26% | 30,732 | $3.6M | New |
| PYPL PayPal Holdings Inc. | 1.25% | 54,809 | $3.6M | Reduce -0.1% |
| TEVA Teva Pharmaceutical-SP ADR | 1.21% | 225,957 | $3.5M | Reduce -0.3% |
| SYK Stryker Corp. | 1.19% | 9,139 | $3.4M | Reduce -1.6% |
| ABBV Abbvie Inc. | 1.15% | 15,702 | $3.3M | Reduce -0.3% |
| GMAB Genmab A/S -SP ADR | 1.15% | 167,780 | $3.3M | Reduce -0.7% |
| BMY Bristol-Myers Squibb Co. | 1.13% | 52,933 | $3.2M | Reduce -0.3% |
| CI The Cigna Group | 1.09% | 9,488 | $3.1M | No change |
| UNH Unitedhealth Group Inc. | 1.02% | 5,578 | $2.9M | Add +0.8% |
| LOW Lowe's Cos Inc. | 0.95% | 11,723 | $2.7M | Add +3.7% |
| DLB Dolby Laboratories Inc. Class A | 0.90% | 32,068 | $2.6M | Reduce -0.3% |
| EEFT Euronet Worldwide Inc. | 0.85% | 22,850 | $2.4M | Reduce -0.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.84% | 15,066 | $2.4M | Add +6.0% |
| JNJ Johnson & Johnson | 0.84% | 14,563 | $2.4M | Add +3.5% |
| MRK Merck & Co. Inc. | 0.84% | 26,898 | $2.4M | Add +1.1% |
| GSK GSK PLC-Spon ADR | 0.84% | 62,259 | $2.4M | Reduce -0.4% |
| NVDA Nvidia Corp. | 0.81% | 21,306 | $2.3M | Add +101.2% |
| URBN Urban Outfitters Inc. | 0.80% | 43,739 | $2.3M | Reduce -0.3% |
| ITW Illinois Tool Works | 0.78% | 8,972 | $2.2M | Add +0.0% |
| ABT Abbott Laboratories | 0.77% | 16,683 | $2.2M | Reduce -0.6% |
| ADI Analog Devices Inc. | 0.73% | 10,352 | $2.1M | Add +0.0% |
| ORCL Oracle Corp. | 0.71% | 14,553 | $2.0M | Add +2.5% |
| TDY Teledyne Technologies Inc. | 0.70% | 4,031 | $2.0M | Reduce -0.3% |
| VYM Vanguard High DVD Yield ETF | 0.69% | 15,307 | $2.0M | Add +7.8% |
| PEP Pepsico Inc. | 0.68% | 13,031 | $2.0M | Add +1.6% |
| NFLX Netflix Inc. | 0.68% | 2,076 | $1.9M | Add +0.1% |
| SBUX Starbucks Corp. | 0.66% | 19,217 | $1.9M | Reduce -1.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.63% | 10,445 | $1.8M | Add +6.3% |
| KO The Coca-Cola Co. | 0.62% | 24,639 | $1.8M | Reduce -0.4% |
| HD Home Depot Inc. | 0.58% | 4,550 | $1.7M | No change |
| DOX Amdocs Ltd. | 0.58% | 18,187 | $1.7M | Add +0.0% |
| VIG Vanguard Dividend Apprec ETF | 0.58% | 8,534 | $1.7M | Add +7.2% |
| EMR Emerson Electric Co. | 0.56% | 14,554 | $1.6M | Add +1.8% |
| MDT Medtronic PLC | 0.56% | 17,747 | $1.6M | Reduce -1.1% |
| SPGI S&P Global Inc. | 0.54% | 3,056 | $1.6M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.54% | 13,031 | $1.5M | Add +0.7% |
| BEN Franklin Templeton Inc. | 0.54% | 80,116 | $1.5M | Reduce -0.7% |
| VHT Vanguard Health Care ETF | 0.53% | 5,751 | $1.5M | Add +9.6% |
| NVS Novartis AG-Sponsored ADR | 0.52% | 13,352 | $1.5M | Add +0.5% |
| PRLB Proto Labs Inc. | 0.52% | 42,178 | $1.5M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 0.37% | 5,560 | $1.1M | Add +5.3% |
| PRF Invesco Rafi US 1000 ETF | 0.35% | 25,000 | $1.0M | No change |
| WIT Wipro Ltd.-ADR | 0.31% | 293,646 | $899K | Add +0.1% |
| WFC Wells Fargo & Co. | 0.29% | 11,472 | $824K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.26% | 8,024 | $752K | No change |
| TSLA Tesla Inc. | 0.26% | 2,882 | $747K | Add +10.8% |
| UPS United Parcel Service Class B | 0.26% | 6,750 | $742K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 17,642 | $736K | No change |
| INTC Intel Corp. | 0.25% | 31,721 | $720K | Reduce -3.0% |
| COST Costco Wholesale Corp. | 0.25% | 755 | $714K | No change |
| JPM JPMorgan Chase & Co. | 0.25% | 2,893 | $710K | Add +3.2% |
| MMM 3M Co. | 0.24% | 4,743 | $697K | Add +2.0% |
| KLAC KLA Corp. | 0.24% | 1,007 | $685K | No change |
| HLN Haleon PLC-ADR | 0.24% | 66,252 | $682K | Reduce -6.1% |
| EBAY eBay Inc. | 0.21% | 8,935 | $605K | Add +0.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.20% | 9,274 | $563K | Add +0.0% |
| MCD McDonald's Corp. | 0.19% | 1,777 | $555K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 961 | $538K | Add +28.5% |
| HIPO Hippo Holdings Inc. | 0.18% | 20,210 | $517K | No change |
| DLTR Dollar Tree Inc. | 0.18% | 6,870 | $516K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.18% | 6,100 | $515K | Reduce -14.1% |
| ADP Automatic Data Processing | 0.18% | 1,685 | $515K | No change |
| ISRG Intuitive Surgical Inc. | 0.17% | 990 | $490K | No change |
| MRVL Marvell Technology Inc. | 0.17% | 7,922 | $488K | Add +0.6% |
| LLY Eli Lilly & Co. | 0.17% | 584 | $483K | Add +16.1% |
| WBA Walgreens Boots Alliance Inc. | 0.17% | 42,424 | $474K | Reduce -0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 1,009 | $473K | Add +78.6% |
| CPRI Capri Holdings Ltd. | 0.16% | 23,785 | $469K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.15% | 1,141 | $423K | No change |
| V Visa Inc. Class A | 0.15% | 1,204 | $422K | Add +10.1% |
| PPL PPL Corp. | 0.14% | 11,433 | $413K | No change |
| WAL Western Alliance Bancorp | 0.14% | 5,271 | $405K | No change |
| PFE Pfizer Inc. | 0.14% | 15,799 | $400K | Add +1.9% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.14% | 10,500 | $398K | No change |
| MA Mastercard Inc. Class A | 0.14% | 714 | $391K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.1% | 6.69% | −0.82 |
| GOOG Alphabet Inc. Class C | Reduce -4.2% | 2.62% | −0.70 |
| NTAP Netapp Inc. | Reduce -0.1% | 1.79% | −0.57 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -0.3% | 1.21% | −0.52 |
| GOOGL Alphabet Inc. Class A | Reduce -0.4% | 2.32% | −0.52 |
| EPAM Epam Systems Inc. | Reduce -0.8% | 1.32% | −0.51 |
| PYPL PayPal Holdings Inc. | Reduce -0.1% | 1.25% | −0.38 |
| META Meta Platforms Inc. Class A | Reduce -4.4% | 5.51% | −0.32 |
| INCY Incyte Corp. | Reduce -0.7% | 1.46% | −0.21 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.08 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.08 |
| GMAB Genmab A/S -SP ADR | Reduce -0.7% | 1.15% | −0.08 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.08 |
| MET Metlife Inc. | Sold out | 0.00% | −0.07 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.07 |
| PRLB Proto Labs Inc. | Reduce -0.3% | 0.52% | −0.06 |
| WMT Walmart Inc. | Reduce -0.1% | 1.51% | −0.04 |
| URBN Urban Outfitters Inc. | Reduce -0.3% | 0.80% | −0.04 |
| KSS Kohls Corp. | Reduce -6.8% | 0.04% | −0.04 |
| BEN Franklin Templeton Inc. | Reduce -0.7% | 0.54% | −0.03 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -0.2% | 1.52% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -14.1% | 0.18% | −0.01 |
| ALL Allstate Corp. | Reduce -4.5% | 0.08% | +0.00 |
| HLN Haleon PLC-ADR | Reduce -6.1% | 0.24% | +0.00 |
| QCOM Qualcomm Inc. | Reduce -0.3% | 3.15% | +0.01 |
| SPGI S&P Global Inc. | Reduce -0.8% | 0.54% | +0.01 |
| SHEL Shell PLC-ADR | Reduce -3.6% | 0.14% | +0.02 |
| T AT&T Inc. | Reduce -1.4% | 0.12% | +0.02 |
| INTC Intel Corp. | Reduce -3.0% | 0.25% | +0.02 |
| SYK Stryker Corp. | Reduce -1.6% | 1.19% | +0.03 |
| DLB Dolby Laboratories Inc. Class A | Reduce -0.3% | 0.90% | +0.03 |
| WBA Walgreens Boots Alliance Inc. | Reduce -0.9% | 0.17% | +0.03 |
| EEFT Euronet Worldwide Inc. | Reduce -0.3% | 0.85% | +0.03 |
| SBUX Starbucks Corp. | Reduce -1.3% | 0.66% | +0.04 |
| TDY Teledyne Technologies Inc. | Reduce -0.3% | 0.70% | +0.05 |
| MDT Medtronic PLC | Reduce -1.1% | 0.56% | +0.06 |
| KO The Coca-Cola Co. | Reduce -0.4% | 0.62% | +0.08 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.3% | 1.13% | +0.08 |
| GSK GSK PLC-Spon ADR | Reduce -0.4% | 0.84% | +0.11 |
| ABT Abbott Laboratories | Reduce -0.6% | 0.77% | +0.11 |
| EXPD Expeditors Intl Wash Inc. | Reduce -0.2% | 1.63% | +0.13 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -0.3% | 1.48% | +0.16 |
| ABBV Abbvie Inc. | Reduce -0.3% | 1.15% | +0.18 |
| CTAS Cintas Corp. | Reduce -1.8% | 1.91% | +0.19 |
| IBM Intl Business Machines Corp. | Reduce -0.2% | 1.61% | +0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 2.01% | +0.29 |
| CHKP Check Point Software Tech | Reduce -0.8% | 1.87% | +0.33 |
| GILD Gilead Sciences Inc. | Reduce -0.8% | 2.60% | +0.45 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.8% | 3.55% | +0.59 |
Portfolio Buys Q4 2024 → Q1 2025
| GLOB Globant SA | New | 1.26% | +1.26 |
| ADBE Adobe Inc. | Add +82.9% | 1.52% | +0.56 |
| NVDA Nvidia Corp. | Add +101.2% | 0.81% | +0.31 |
| AMGN Amgen Inc. | Add +0.0% | 1.44% | +0.24 |
| JNJ Johnson & Johnson | Add +3.5% | 0.84% | +0.14 |
| WRB WR Berkley Corp. | New | 0.08% | +0.08 |
| VZ Verizon Communications Inc. | New | 0.08% | +0.08 |
| CSCO Cisco Systems Inc. | Add +0.8% | 1.53% | +0.08 |
| GE General Electric | New | 0.08% | +0.08 |
| HDV iShares Core High Dividend E | New | 0.07% | +0.07 |
| TRV The Travelers Cos Inc. | New | 0.07% | +0.07 |
| NVS Novartis AG-Sponsored ADR | Add +0.5% | 0.52% | +0.07 |
| VHT Vanguard Health Care ETF | Add +9.6% | 0.53% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +78.6% | 0.17% | +0.06 |
| VYM Vanguard High DVD Yield ETF | Add +7.8% | 0.69% | +0.06 |
| XOM Exxon Mobil Corp. | Add +0.7% | 0.54% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +6.3% | 0.63% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +0.8% | 1.02% | +0.05 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +6.0% | 0.84% | +0.05 |
| DOX Amdocs Ltd. | Add +0.0% | 0.58% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +7.2% | 0.58% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +28.5% | 0.19% | +0.04 |
| MMM 3M Co. | Add +2.0% | 0.24% | +0.03 |
| NFLX Netflix Inc. | Add +0.1% | 0.68% | +0.03 |
| LLY Eli Lilly & Co. | Add +16.1% | 0.17% | +0.03 |
| PG The Procter & Gamble Co. | Add +35.5% | 0.11% | +0.03 |
| V Visa Inc. Class A | Add +10.1% | 0.15% | +0.03 |
| COP Conocophillips | Add +15.3% | 0.10% | +0.02 |
| EBAY eBay Inc. | Add +0.0% | 0.21% | +0.02 |
| CVX Chevron Corp. | Add +4.2% | 0.10% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +3.2% | 0.25% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.0% | 0.20% | +0.01 |
| PEP Pepsico Inc. | Add +1.6% | 0.68% | +0.00 |
| PFE Pfizer Inc. | Add +1.9% | 0.14% | −0.00 |
| AMAT Applied Materials Inc. | Add +6.2% | 0.10% | −0.01 |
| ITW Illinois Tool Works | Add +0.0% | 0.78% | −0.01 |
| LOW Lowe's Cos Inc. | Add +3.7% | 0.95% | −0.01 |
| AMZN Amazon.com Inc. | Add +5.3% | 0.37% | −0.03 |
| ADI Analog Devices Inc. | Add +0.0% | 0.73% | −0.04 |
| WIT Wipro Ltd.-ADR | Add +0.1% | 0.31% | −0.05 |
| EMR Emerson Electric Co. | Add +1.8% | 0.56% | −0.06 |
| MRK Merck & Co. Inc. | Add +1.1% | 0.84% | −0.08 |
| TSLA Tesla Inc. | Add +10.8% | 0.26% | −0.10 |
| ORCL Oracle Corp. | Add +2.5% | 0.71% | −0.11 |
| MRVL Marvell Technology Inc. | Add +0.6% | 0.17% | −0.13 |
| TROW T Rowe Price Group Inc. | Add +7.9% | 1.59% | −0.22 |
| MSFT Microsoft Corp. | Add +1.8% | 3.84% | −0.38 |
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 |