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

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 Q4 2024 Q1 2025: $286.4M $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 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
SHEL Shell PLC-ADR 0.14% 5,275 $387K Reduce -3.6%
SRE Sempra 0.12% 4,910 $350K No change
MYGN Myriad Genetics Inc. 0.12% 39,185 $348K No change
T AT&T Inc. 0.12% 12,011 $340K Reduce -1.4%
AFL Aflac Inc. 0.11% 2,834 $315K No change
PG The Procter & Gamble Co. 0.11% 1,803 $307K Add +35.5%
SCHV Schwab US Large-Cap Value 0.11% 11,400 $303K No change
CVX Chevron Corp. 0.10% 1,783 $298K Add +4.2%
AMAT Applied Materials Inc. 0.10% 2,055 $298K Add +6.2%
COP Conocophillips 0.10% 2,812 $295K Add +15.3%
NOC Northrop Grumman Corp. 0.09% 530 $271K No change
HON Honeywell International Inc. 0.09% 1,255 $266K No change
SGOV iShares 0-3 Month Treasury B 0.08% 2,400 $242K No change
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.08% 3,375 $240K New
VZ Verizon Communications Inc. 0.08% 5,209 $236K New
GE General Electric filed as GE AEROSPACE 0.08% 1,102 $221K New
PNC PNC Financial Services Group 0.08% 1,250 $220K No change
ALL Allstate Corp. 0.08% 1,050 $217K Reduce -4.5%
AVGO Broadcom Inc. 0.08% 1,290 $216K No change
HDV iShares Core High Dividend E 0.07% 1,770 $214K New
XCOR Fundx ETF 0.07% 3,259 $213K No change
SPR Spirit Aerosystems Hold Class A 0.07% 6,100 $210K No change
TRV The Travelers Cos Inc. 0.07% 778 $206K New
KSS Kohls Corp. 0.04% 14,995 $123K Reduce -6.8%
NOK Nokia Corp.-Spon ADR 0.04% 19,100 $101K 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

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