AIMZ Investment Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), AIMZ Investment Advisors, LLC reported 128 stock positions worth $318.7 million. Its top holding was Apple (AAPL) at 6.8% of the portfolio, followed by Meta Platforms Class A (META, 5.9%) and Microsoft (MSFT, 4.7%). Compared with Q2 2025, it opened 1 new position, sold out of 3, added to 18 and reduced 55. The biggest buy was Unitedhealth (UNH, shares +90%) and the biggest sale Vertex Pharmaceuticals (VRTX, shares −2%).

Most Recent 13F
Q2 2026
Location
LOS ALTOS, CA
CIK
0001630365
Portfolio Value
$318.7M (Q3 2025)
SEC Filing
0001630365-25-000011 ↗ filed Nov 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 Q2 2025 Q3 2025: $318.7M $318.7M Q3 2025 Q4 2025: $349.6M Q4 2025 Q1 2026: $323.6M Q1 2026 Q2 2026: $363.5M Q2 2026

Holdings 128 stocks · $318.7M
AAPL Apple Inc. 6.80% 85,100 $21.7M Reduce -0.8%
META Meta Platforms Inc. Class A 5.89% 25,580 $18.8M Reduce -2.4%
MSFT Microsoft Corp. 4.65% 28,620 $14.8M Reduce -1.0%
GOOG Alphabet Inc. Class C 3.48% 45,470 $11.1M Reduce -5.5%
GOOGL Alphabet Inc. Class A 3.19% 41,782 $10.2M Reduce -1.4%
QCOM Qualcomm Inc. 2.99% 57,317 $9.5M Reduce -1.4%
VRTX Vertex Pharmaceuticals Inc. 2.50% 20,361 $8.0M Reduce -1.8%
GILD Gilead Sciences Inc. 2.23% 64,130 $7.1M Reduce -1.4%
NTAP Netapp Inc. 2.10% 56,378 $6.7M Reduce -2.1%
INCY Incyte Corp. 1.78% 67,023 $5.7M Reduce -1.8%
CHRW C.H. Robinson Worldwide Inc. 1.74% 41,901 $5.5M Reduce -0.9%
REGN Regeneron Pharmaceuticals 1.72% 9,729 $5.5M Reduce -1.3%
BRK.B Berkshire Hathaway Inc. Class B 1.67% 10,593 $5.3M Reduce -0.6%
CTAS Cintas Corp. 1.67% 25,900 $5.3M Reduce -0.8%
UNH Unitedhealth Group Inc. 1.66% 15,316 $5.3M Add +89.8%
ADBE Adobe Inc. 1.62% 14,612 $5.2M Reduce -0.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.61% 18,158 $5.1M Reduce -0.2%
GMAB Genmab A/S -SP ADR 1.58% 164,510 $5.0M Reduce -0.8%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 1.56% 48,553 $5.0M Reduce -1.2%
INFY Infosys Ltd.-SP ADR 1.56% 305,471 $5.0M Add +0.0%
WMT Walmart Inc. 1.53% 47,313 $4.9M Reduce -0.1%
CHKP Check Point Software Tech 1.52% 23,424 $4.8M No change
EXPD Expeditors Intl Wash Inc. 1.48% 38,477 $4.7M Reduce -0.1%
CSCO Cisco Systems Inc. 1.48% 68,844 $4.7M Reduce -1.8%
TEVA Teva Pharmaceutical-SP ADR 1.41% 222,286 $4.5M Reduce -1.0%
AZN Astrazeneca PLC-Spons ADR 1.35% 56,259 $4.3M Reduce -1.9%
ORCL Oracle Corp. 1.21% 13,753 $3.9M No change
AMGN Amgen Inc. 1.15% 13,032 $3.7M Reduce -0.7%
ABBV Abbvie Inc. 1.14% 15,659 $3.6M Reduce -0.3%
PYPL PayPal Holdings Inc. 1.12% 53,134 $3.6M Reduce -1.6%
NVDA Nvidia Corp. 1.12% 19,092 $3.6M Reduce -0.5%
SYK Stryker Corp. 1.06% 9,132 $3.4M Add +0.0%
EPAM Epam Systems Inc. 1.05% 22,095 $3.3M Reduce -1.1%
URBN Urban Outfitters Inc. 0.96% 43,039 $3.1M Reduce -0.5%
LOW Lowe's Cos Inc. 0.91% 11,576 $2.9M Reduce -1.3%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.88% 16,052 $2.8M Add +15.0%
CI The Cigna Group 0.85% 9,385 $2.7M No change
JNJ Johnson & Johnson 0.84% 14,435 $2.7M Reduce -0.7%
GSK GSK PLC-Spon ADR 0.83% 61,220 $2.6M Reduce -1.1%
NFLX Netflix Inc. 0.78% 2,066 $2.5M Reduce -0.5%
BMY Bristol-Myers Squibb Co. 0.76% 53,878 $2.4M Add +1.9%
TDY Teledyne Technologies Inc. 0.74% 4,027 $2.4M No change
ITW Illinois Tool Works 0.73% 8,926 $2.3M Add +0.0%
DLB Dolby Laboratories Inc. Class A 0.73% 32,074 $2.3M Add +0.0%
ADI Analog Devices Inc. 0.72% 9,279 $2.3M Reduce -5.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.70% 11,998 $2.2M Add +24.9%
ABT Abbott Laboratories 0.70% 16,585 $2.2M Add +0.0%
MRK Merck & Co. Inc. 0.68% 25,930 $2.2M Reduce -1.5%
VIG Vanguard Dividend Apprec ETF 0.67% 9,846 $2.1M Add +27.2%
VYM Vanguard High DVD Yield ETF 0.66% 15,033 $2.1M Add +4.8%
EEFT Euronet Worldwide Inc. 0.63% 22,850 $2.0M No change
PRLB Proto Labs Inc. 0.63% 40,028 $2.0M Reduce -2.1%
EMR Emerson Electric Co. 0.60% 14,465 $1.9M Reduce -0.2%
PEP Pepsico Inc. 0.57% 12,936 $1.8M Reduce -0.5%
HD Home Depot Inc. 0.57% 4,450 $1.8M No change
BEN Franklin Templeton Inc. 0.56% 77,553 $1.8M Reduce -3.1%
VHT Vanguard Health Care ETF 0.56% 6,863 $1.8M Add +32.2%
GLOB Globant SA 0.55% 30,407 $1.7M Reduce -0.6%
NVS Novartis AG-Sponsored ADR 0.54% 13,328 $1.7M No change
MDT Medtronic PLC 0.53% 17,722 $1.7M Add +0.0%
KO The Coca-Cola Co. 0.51% 24,582 $1.6M Add +0.0%
SBUX Starbucks Corp. 0.49% 18,420 $1.6M Reduce -1.6%
DOX Amdocs Ltd. 0.47% 18,143 $1.5M Add +0.0%
SPGI S&P Global Inc. 0.46% 2,996 $1.5M No change
XOM Exxon Mobil Corp. 0.46% 12,929 $1.5M Reduce -0.6%
AMZN Amazon.com Inc. 0.40% 5,805 $1.3M Reduce -0.3%
TSLA Tesla Inc. 0.38% 2,753 $1.2M Reduce -4.1%
PRF Invesco Rafi US 1000 ETF 0.35% 25,000 $1.1M No change
PLTR Palantir Technologies Inc. Class A 0.35% 6,100 $1.1M No change
KLAC KLA Corp. 0.34% 1,007 $1.1M No change
VUG Vanguard Mrngstar GR ETF-Sui 0.33% 2,178 $1.0M Add +102.4%
INTC Intel Corp. 0.31% 29,812 $1.0M Reduce -4.4%
WFC Wells Fargo & Co. 0.30% 11,472 $962K No change
JPM JPMorgan Chase & Co. 0.29% 2,893 $913K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.29% 17,642 $910K No change
EBAY eBay Inc. 0.26% 8,938 $813K Add +0.0%
WIT Wipro Ltd.-ADR 0.24% 292,841 $770K Reduce -0.3%
USMV iShares MSCI USA Min Vol Fac 0.24% 8,024 $763K No change
HIPO Hippo Holdings Inc. 0.23% 20,210 $731K No change
MMM 3M Co. 0.23% 4,693 $728K No change
COST Costco Wholesale Corp. 0.22% 744 $689K Add +1.9%
MRVL Marvell Technology Inc. 0.20% 7,722 $649K Reduce -2.5%
DLTR Dollar Tree Inc. 0.20% 6,820 $644K Reduce -0.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.19% 925 $616K No change
QQQ Invesco QQQ Trust Series 1 0.19% 1,010 $606K No change
HLN Haleon PLC-ADR 0.18% 63,128 $566K Reduce -2.2%
UPS United Parcel Service Class B 0.18% 6,750 $564K No change
VEU Vanguard Ftse All-World Ex-U 0.17% 7,803 $557K Reduce -12.2%
ADP Automatic Data Processing 0.16% 1,685 $495K No change
MCD McDonald's Corp. 0.16% 1,627 $494K No change
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.15% 10,500 $477K No change
CPRI Capri Holdings Ltd. 0.15% 23,285 $464K Reduce -2.1%
WAL Western Alliance Bancorp 0.14% 5,271 $457K No change
LLY Eli Lilly & Co. 0.14% 584 $446K No change
ISRG Intuitive Surgical Inc. 0.14% 990 $443K No change
SRE Sempra 0.14% 4,910 $442K No change
AVGO Broadcom Inc. 0.13% 1,290 $426K No change
PPL PPL Corp. 0.13% 11,367 $422K No change
V Visa Inc. Class A 0.13% 1,204 $411K No change
AMAT Applied Materials Inc. 0.13% 1,980 $405K Reduce -3.6%

Show all 128 holdings

Portfolio Sells Q2 2025 → Q3 2025
VRTX Vertex Pharmaceuticals Inc. Reduce -1.8% 2.50% −0.59
META Meta Platforms Inc. Class A Reduce -2.4% 5.89% −0.58
GLOB Globant SA Reduce -0.6% 0.55% −0.38
ADBE Adobe Inc. Reduce -0.6% 1.62% −0.29
CTAS Cintas Corp. Reduce -0.8% 1.67% −0.28
EPAM Epam Systems Inc. Reduce -1.1% 1.05% −0.28
PYPL PayPal Holdings Inc. Reduce -1.6% 1.12% −0.23
IBM Intl Business Machines Corp. Reduce -0.2% 1.61% −0.19
GILD Gilead Sciences Inc. Reduce -1.4% 2.23% −0.18
MSFT Microsoft Corp. Reduce -1.0% 4.65% −0.16
WBA Walgreens Boots Alliance Inc. Sold out 0.00% −0.16
NFLX Netflix Inc. Reduce -0.5% 0.78% −0.15
CSCO Cisco Systems Inc. Reduce -1.8% 1.48% −0.15
QCOM Qualcomm Inc. Reduce -1.4% 2.99% −0.11
URBN Urban Outfitters Inc. Reduce -0.5% 0.96% −0.09
SBUX Starbucks Corp. Reduce -1.6% 0.49% −0.09
BEN Franklin Templeton Inc. Reduce -3.1% 0.56% −0.08
AMGN Amgen Inc. Reduce -0.7% 1.15% −0.07
HDV iShares Core High Dividend E Sold out 0.00% −0.07
ADI Analog Devices Inc. Reduce -5.8% 0.72% −0.07
TXN Texas Instruments Inc. Sold out 0.00% −0.07
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.6% 1.67% −0.06
WIT Wipro Ltd.-ADR Reduce -0.3% 0.24% −0.06
EMR Emerson Electric Co. Reduce -0.2% 0.60% −0.05
HLN Haleon PLC-ADR Reduce -2.2% 0.18% −0.05
AMZN Amazon.com Inc. Reduce -0.3% 0.40% −0.03
VEU Vanguard Ftse All-World Ex-U Reduce -12.2% 0.17% −0.03
DLTR Dollar Tree Inc. Reduce -0.4% 0.20% −0.03
TROW T Rowe Price Group Inc. Reduce -1.2% 1.56% −0.02
WMT Walmart Inc. Reduce -0.1% 1.53% −0.02
MA Mastercard Inc. Class A Reduce -8.4% 0.12% −0.02
REGN Regeneron Pharmaceuticals Reduce -1.3% 1.72% −0.02
MRK Merck & Co. Inc. Reduce -1.5% 0.68% −0.01
XOM Exxon Mobil Corp. Reduce -0.6% 0.46% −0.01
PFE Pfizer Inc. Reduce -4.0% 0.12% −0.01
PEP Pepsico Inc. Reduce -0.5% 0.57% −0.00
MRVL Marvell Technology Inc. Reduce -2.5% 0.20% −0.00
AMAT Applied Materials Inc. Reduce -3.6% 0.13% +0.00
CPRI Capri Holdings Ltd. Reduce -2.1% 0.15% +0.00
EXPD Expeditors Intl Wash Inc. Reduce -0.1% 1.48% +0.01
AZN Astrazeneca PLC-Spons ADR Reduce -1.9% 1.35% +0.01
KSS Kohls Corp. Reduce -3.7% 0.07% +0.03
GSK GSK PLC-Spon ADR Reduce -1.1% 0.83% +0.03
NTAP Netapp Inc. Reduce -2.1% 2.10% +0.04
LOW Lowe's Cos Inc. Reduce -1.3% 0.91% +0.04
TSLA Tesla Inc. Reduce -4.1% 0.38% +0.08
INTC Intel Corp. Reduce -4.4% 0.31% +0.08
PRLB Proto Labs Inc. Reduce -2.1% 0.63% +0.08
JNJ Johnson & Johnson Reduce -0.7% 0.84% +0.10
NVDA Nvidia Corp. Reduce -0.5% 1.12% +0.10

Portfolio Buys Q2 2025 → Q3 2025
UNH Unitedhealth Group Inc. Add +89.8% 1.66% +0.82
VUG Vanguard Mrngstar GR ETF-Sui Add +102.4% 0.33% +0.17
VIG Vanguard Dividend Apprec ETF Add +27.2% 0.67% +0.14
VTV Vanguard Mrngstr Val ETF-Aui Add +24.9% 0.70% +0.13
VHT Vanguard Health Care ETF Add +32.2% 0.56% +0.13
VOE Vngrd Mrngstr MD-Cap Val ETF Add +15.0% 0.88% +0.11
VBR Vngrd Mrngst SL-CP Val ETF-U New 0.07% +0.07
EBAY eBay Inc. Add +0.0% 0.26% +0.03
VYM Vanguard High DVD Yield ETF Add +4.8% 0.66% +0.02
MDT Medtronic PLC Add +0.0% 0.53% +0.01
ITW Illinois Tool Works Add +0.0% 0.73% −0.01
COST Costco Wholesale Corp. Add +1.9% 0.22% −0.03
BMY Bristol-Myers Squibb Co. Add +1.9% 0.76% −0.06
ABT Abbott Laboratories Add +0.0% 0.70% −0.06
DLB Dolby Laboratories Inc. Class A Add +0.0% 0.73% −0.07
KO The Coca-Cola Co. Add +0.0% 0.51% −0.07
DOX Amdocs Ltd. Add +0.0% 0.47% −0.09
SYK Stryker Corp. Add +0.0% 1.06% −0.15
INFY Infosys Ltd.-SP ADR Add +0.0% 1.56% −0.34

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