AIMZ Investment Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), AIMZ Investment Advisors, LLC reported 130 stock positions worth $298.7 million. Its top holding was Meta Platforms Class A (META) at 6.5% of the portfolio, followed by Apple (AAPL, 5.9%) and Microsoft (MSFT, 4.8%). Compared with Q1 2025, it opened 6 new positions, sold out of 1, added to 9 and reduced 73. The biggest buy was Adobe (ADBE, shares +30%) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F
Q2 2026
Location
LOS ALTOS, CA
CIK
0001630365
Portfolio Value
$298.7M (Q2 2025)
SEC Filing
0001630365-25-000009 ↗ filed Aug 12, 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 Q1 2025 Q2 2025: $298.7M $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 130 stocks · $298.7M
META Meta Platforms Inc. Class A 6.47% 26,203 $19.3M Reduce -4.2%
AAPL Apple Inc. 5.89% 85,779 $17.6M Reduce -0.5%
MSFT Microsoft Corp. 4.82% 28,914 $14.4M Reduce -1.4%
QCOM Qualcomm Inc. 3.10% 58,109 $9.3M Reduce -0.9%
VRTX Vertex Pharmaceuticals Inc. 3.09% 20,726 $9.2M Reduce -1.1%
GOOG Alphabet Inc. Class C 2.86% 48,101 $8.5M No change
GOOGL Alphabet Inc. Class A 2.50% 42,379 $7.5M Reduce -1.5%
GILD Gilead Sciences Inc. 2.41% 65,020 $7.2M Reduce -2.2%
NTAP Netapp Inc. 2.06% 57,612 $6.1M Reduce -1.1%
CTAS Cintas Corp. 1.95% 26,098 $5.8M Reduce -1.9%
ADBE Adobe Inc. 1.90% 14,696 $5.7M Add +29.6%
INFY Infosys Ltd.-SP ADR 1.89% 305,420 $5.7M Reduce -0.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.80% 18,201 $5.4M Reduce -1.9%
CHKP Check Point Software Tech 1.74% 23,424 $5.2M Reduce -0.5%
BRK.B Berkshire Hathaway Inc. Class B 1.73% 10,658 $5.2M Reduce -1.3%
REGN Regeneron Pharmaceuticals 1.73% 9,854 $5.2M No change
CSCO Cisco Systems Inc. 1.63% 70,138 $4.9M Reduce -1.1%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 1.59% 49,145 $4.7M Reduce -1.2%
INCY Incyte Corp. 1.56% 68,248 $4.6M Reduce -1.0%
WMT Walmart Inc. 1.55% 47,357 $4.6M Reduce -3.6%
EXPD Expeditors Intl Wash Inc. 1.47% 38,527 $4.4M Reduce -0.9%
CHRW C.H. Robinson Worldwide Inc. 1.36% 42,298 $4.1M Reduce -0.6%
PYPL PayPal Holdings Inc. 1.34% 53,979 $4.0M Reduce -1.5%
AZN Astrazeneca PLC-Spons ADR 1.34% 57,331 $4.0M Reduce -0.5%
EPAM Epam Systems Inc. 1.32% 22,330 $3.9M Reduce -0.5%
TEVA Teva Pharmaceutical-SP ADR 1.26% 224,557 $3.8M Reduce -0.6%
AMGN Amgen Inc. 1.23% 13,120 $3.7M Reduce -0.8%
SYK Stryker Corp. 1.21% 9,131 $3.6M Reduce -0.1%
GMAB Genmab A/S -SP ADR 1.15% 165,880 $3.4M Reduce -1.1%
URBN Urban Outfitters Inc. 1.05% 43,239 $3.1M Reduce -1.1%
CI The Cigna Group 1.04% 9,385 $3.1M Reduce -1.1%
NVDA Nvidia Corp. 1.02% 19,192 $3.0M Reduce -9.9%
ORCL Oracle Corp. 1.01% 13,753 $3.0M Reduce -5.5%
ABBV Abbvie Inc. 0.98% 15,706 $2.9M Add +0.0%
NFLX Netflix Inc. 0.93% 2,076 $2.8M No change
GLOB Globant SA 0.93% 30,582 $2.8M Reduce -0.5%
LOW Lowe's Cos Inc. 0.87% 11,725 $2.6M Add +0.0%
UNH Unitedhealth Group Inc. 0.84% 8,069 $2.5M Add +44.7%
BMY Bristol-Myers Squibb Co. 0.82% 52,846 $2.4M Reduce -0.2%
DLB Dolby Laboratories Inc. Class A 0.80% 32,071 $2.4M Add +0.0%
GSK GSK PLC-Spon ADR 0.80% 61,867 $2.4M Reduce -0.6%
ADI Analog Devices Inc. 0.79% 9,853 $2.3M Reduce -4.8%
EEFT Euronet Worldwide Inc. 0.78% 22,850 $2.3M No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.77% 13,956 $2.3M Reduce -7.4%
ABT Abbott Laboratories 0.76% 16,584 $2.3M Reduce -0.6%
JNJ Johnson & Johnson 0.74% 14,531 $2.2M Reduce -0.2%
ITW Illinois Tool Works 0.74% 8,924 $2.2M Reduce -0.5%
MRK Merck & Co. Inc. 0.70% 26,333 $2.1M Reduce -2.1%
TDY Teledyne Technologies Inc. 0.69% 4,027 $2.1M Reduce -0.1%
EMR Emerson Electric Co. 0.65% 14,488 $1.9M Reduce -0.5%
VYM Vanguard High DVD Yield ETF 0.64% 14,339 $1.9M Reduce -6.3%
BEN Franklin Templeton Inc. 0.64% 80,002 $1.9M Reduce -0.1%
KO The Coca-Cola Co. 0.58% 24,577 $1.7M Reduce -0.3%
PEP Pepsico Inc. 0.57% 12,998 $1.7M Reduce -0.3%
SBUX Starbucks Corp. 0.57% 18,719 $1.7M Reduce -2.6%
VTV Vanguard Mrngstr Val ETF-Aui 0.57% 9,610 $1.7M Reduce -8.0%
DOX Amdocs Ltd. 0.55% 18,140 $1.7M Reduce -0.3%
PRLB Proto Labs Inc. 0.55% 40,903 $1.6M Reduce -3.0%
HD Home Depot Inc. 0.55% 4,450 $1.6M Reduce -2.2%
NVS Novartis AG-Sponsored ADR 0.54% 13,328 $1.6M Reduce -0.2%
VIG Vanguard Dividend Apprec ETF 0.53% 7,742 $1.6M Reduce -9.3%
SPGI S&P Global Inc. 0.53% 2,996 $1.6M Reduce -2.0%
MDT Medtronic PLC 0.52% 17,717 $1.5M Reduce -0.2%
XOM Exxon Mobil Corp. 0.47% 13,001 $1.4M Reduce -0.2%
VHT Vanguard Health Care ETF 0.43% 5,192 $1.3M Reduce -9.7%
AMZN Amazon.com Inc. 0.43% 5,824 $1.3M Add +4.8%
PRF Invesco Rafi US 1000 ETF 0.35% 25,000 $1.1M No change
WFC Wells Fargo & Co. 0.31% 11,472 $919K No change
TSLA Tesla Inc. 0.31% 2,872 $912K Reduce -0.3%
KLAC KLA Corp. 0.30% 1,007 $902K No change
WIT Wipro Ltd.-ADR 0.30% 293,646 $887K No change
JPM JPMorgan Chase & Co. 0.28% 2,893 $839K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.28% 17,642 $835K No change
PLTR Palantir Technologies Inc. Class A 0.28% 6,100 $832K No change
USMV iShares MSCI USA Min Vol Fac 0.25% 8,024 $753K No change
COST Costco Wholesale Corp. 0.24% 730 $723K Reduce -3.3%
MMM 3M Co. 0.24% 4,693 $714K Reduce -1.1%
INTC Intel Corp. 0.23% 31,188 $699K Reduce -1.7%
UPS United Parcel Service Class B 0.23% 6,750 $681K No change
DLTR Dollar Tree Inc. 0.23% 6,845 $678K Reduce -0.4%
HLN Haleon PLC-ADR 0.22% 64,557 $669K Reduce -2.6%
EBAY eBay Inc. 0.22% 8,937 $665K Add +0.0%
MRVL Marvell Technology Inc. 0.21% 7,922 $613K No change
VEU Vanguard Ftse All-World Ex-U 0.20% 8,882 $597K Reduce -4.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.19% 925 $571K Reduce -3.8%
HIPO Hippo Holdings Inc. 0.19% 20,210 $564K No change
QQQ Invesco QQQ Trust Series 1 0.19% 1,010 $557K Add +0.1%
ISRG Intuitive Surgical Inc. 0.18% 990 $538K No change
ADP Automatic Data Processing 0.17% 1,685 $520K No change
WBA Walgreens Boots Alliance Inc. 0.16% 41,921 $481K Reduce -1.2%
MCD McDonald's Corp. 0.16% 1,627 $475K Reduce -8.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.16% 1,076 $472K Reduce -5.7%
LLY Eli Lilly & Co. 0.15% 584 $455K No change
V Visa Inc. Class A 0.14% 1,204 $428K No change
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.14% 10,500 $427K No change
CPRI Capri Holdings Ltd. 0.14% 23,785 $421K No change
WAL Western Alliance Bancorp 0.14% 5,271 $411K No change
MA Mastercard Inc. Class A 0.13% 714 $401K No change
PPL PPL Corp. 0.13% 11,367 $385K Reduce -0.6%
PFE Pfizer Inc. 0.13% 15,735 $381K Reduce -0.4%
AMAT Applied Materials Inc. 0.13% 2,055 $376K No change
SRE Sempra 0.12% 4,910 $372K No change
SHEL Shell PLC-ADR 0.12% 5,275 $371K No change
AVGO Broadcom Inc. 0.12% 1,290 $356K No change
T AT&T Inc. 0.11% 11,514 $333K Reduce -4.1%
SCHV Schwab US Large-Cap Value 0.11% 11,400 $315K No change
AFL Aflac Inc. 0.10% 2,834 $299K No change
HON Honeywell International Inc. 0.10% 1,255 $292K No change
GE General Electric filed as GE AEROSPACE 0.10% 1,102 $284K No change
PG The Procter & Gamble Co. 0.09% 1,747 $278K Reduce -3.1%
NOC Northrop Grumman Corp. 0.09% 530 $265K No change
CVX Chevron Corp. 0.09% 1,783 $255K No change
COP Conocophillips 0.08% 2,812 $252K No change
DELL Dell Technologies -C 0.08% 1,998 $245K New
XCOR Fundx ETF 0.08% 3,259 $238K No change
PNC PNC Financial Services Group 0.08% 1,250 $233K No change
SPR Spirit Aerosystems Hold Class A 0.08% 6,100 $233K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.08% 1,822 $226K New
VZ Verizon Communications Inc. 0.08% 5,209 $225K No change
UI Ubiquiti Inc. 0.07% 525 $216K New
ALL Allstate Corp. 0.07% 1,050 $211K No change
HDV iShares Core High Dividend E 0.07% 1,780 $209K Add +0.6%
TRV The Travelers Cos Inc. 0.07% 778 $208K No change
MYGN Myriad Genetics Inc. 0.07% 39,185 $208K No change
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.07% 2,800 $206K Reduce -17.0%
GPN Global Payments Inc. 0.07% 2,557 $205K New
TXN Texas Instruments Inc. 0.07% 975 $202K New
MET Metlife Inc. 0.07% 2,488 $200K New
KSS Kohls Corp. 0.04% 14,956 $127K Reduce -0.3%
NOK Nokia Corp.-Spon ADR 0.03% 19,100 $99K No change

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -0.5% 5.89% −0.79
VRTX Vertex Pharmaceuticals Inc. Reduce -1.1% 3.09% −0.46
GLOB Globant SA Reduce -0.5% 0.93% −0.33
BMY Bristol-Myers Squibb Co. Reduce -0.2% 0.82% −0.31
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.3% 1.73% −0.27
AMGN Amgen Inc. Reduce -0.8% 1.23% −0.21
GILD Gilead Sciences Inc. Reduce -2.2% 2.41% −0.19
CHRW C.H. Robinson Worldwide Inc. Reduce -0.6% 1.36% −0.16
EXPD Expeditors Intl Wash Inc. Reduce -0.9% 1.47% −0.16
MRK Merck & Co. Inc. Reduce -2.1% 0.70% −0.15
CHKP Check Point Software Tech Reduce -0.5% 1.74% −0.14
AZN Astrazeneca PLC-Spons ADR Reduce -0.5% 1.34% −0.14
PEP Pepsico Inc. Reduce -0.3% 0.57% −0.11
JNJ Johnson & Johnson Reduce -0.2% 0.74% −0.10
VHT Vanguard Health Care ETF Reduce -9.7% 0.43% −0.10
SGOV iShares 0-3 Month Treasury B Sold out 0.00% −0.08
SBUX Starbucks Corp. Reduce -2.6% 0.57% −0.08
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -7.4% 0.77% −0.08
XOM Exxon Mobil Corp. Reduce -0.2% 0.47% −0.07
INFY Infosys Ltd.-SP ADR Reduce -0.7% 1.89% −0.06
VTV Vanguard Mrngstr Val ETF-Aui Reduce -8.0% 0.57% −0.06
CI The Cigna Group Reduce -1.1% 1.04% −0.05
VYM Vanguard High DVD Yield ETF Reduce -6.3% 0.64% −0.05
VIG Vanguard Dividend Apprec ETF Reduce -9.3% 0.53% −0.05
QCOM Qualcomm Inc. Reduce -0.9% 3.10% −0.05
GSK GSK PLC-Spon ADR Reduce -0.6% 0.80% −0.05
MDT Medtronic PLC Reduce -0.2% 0.52% −0.04
ITW Illinois Tool Works Reduce -0.5% 0.74% −0.04
HD Home Depot Inc. Reduce -2.2% 0.55% −0.04
MCD McDonald's Corp. Reduce -8.4% 0.16% −0.03
KO The Coca-Cola Co. Reduce -0.3% 0.58% −0.03
DOX Amdocs Ltd. Reduce -0.3% 0.55% −0.03
INTC Intel Corp. Reduce -1.7% 0.23% −0.02
ABT Abbott Laboratories Reduce -0.6% 0.76% −0.02
PPL PPL Corp. Reduce -0.6% 0.13% −0.02
WRB WR Berkley Corp. Reduce -17.0% 0.07% −0.01
PG The Procter & Gamble Co. Reduce -3.1% 0.09% −0.01
HLN Haleon PLC-ADR Reduce -2.6% 0.22% −0.01
SPGI S&P Global Inc. Reduce -2.0% 0.53% −0.01
PFE Pfizer Inc. Reduce -0.4% 0.13% −0.01
TDY Teledyne Technologies Inc. Reduce -0.1% 0.69% −0.01
COST Costco Wholesale Corp. Reduce -3.3% 0.24% −0.01
TROW T Rowe Price Group Inc. Reduce -1.2% 1.59% −0.01
T AT&T Inc. Reduce -4.1% 0.11% −0.01
WBA Walgreens Boots Alliance Inc. Reduce -1.2% 0.16% −0.00
MMM 3M Co. Reduce -1.1% 0.24% −0.00
EPAM Epam Systems Inc. Reduce -0.5% 1.32% −0.00
KSS Kohls Corp. Reduce -0.3% 0.04% −0.00
GMAB Genmab A/S -SP ADR Reduce -1.1% 1.15% +0.00
VEU Vanguard Ftse All-World Ex-U Reduce -4.2% 0.20% +0.00

Portfolio Buys Q1 2025 → Q2 2025
ADBE Adobe Inc. Add +29.6% 1.90% +0.39
DELL Dell Technologies -C New 0.08% +0.08
DIS The Walt Disney Co. New 0.08% +0.08
UI Ubiquiti Inc. New 0.07% +0.07
GPN Global Payments Inc. New 0.07% +0.07
TXN Texas Instruments Inc. New 0.07% +0.07
MET Metlife Inc. New 0.07% +0.07
AMZN Amazon.com Inc. Add +4.8% 0.43% +0.06
QQQ Invesco QQQ Trust Series 1 Add +0.1% 0.19% +0.02
EBAY eBay Inc. Add +0.0% 0.22% +0.01
HDV iShares Core High Dividend E Add +0.6% 0.07% −0.01
LOW Lowe's Cos Inc. Add +0.0% 0.87% −0.08
DLB Dolby Laboratories Inc. Class A Add +0.0% 0.80% −0.10
ABBV Abbvie Inc. Add +0.0% 0.98% −0.17
UNH Unitedhealth Group Inc. Add +44.7% 0.84% −0.18

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