AIMZ Investment Advisors, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), AIMZ Investment Advisors, LLC reported 140 stock positions worth $349.6 million. Its top holding was Apple (AAPL) at 7.1% of the portfolio, followed by Meta Platforms Class A (META, 4.8%) and Microsoft (MSFT, 3.9%). Compared with Q3 2025, it opened 16 new positions, sold out of 4, added to 28 and reduced 62. The biggest buy was a new position in Nice Ltd. - Spon ADR (NICE) and the biggest sale Meta Platforms Class A (META, shares −1%).

Most Recent 13F
Q2 2026
Location
LOS ALTOS, CA
CIK
0001630365
Portfolio Value
$349.6M (Q4 2025)
SEC Filing
0001630365-26-000002 ↗ filed Feb 17, 2026

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 Q3 2025 Q4 2025: $349.6M $349.6M Q4 2025 Q1 2026: $323.6M Q1 2026 Q2 2026: $363.5M Q2 2026

Holdings 140 stocks · $349.6M
AAPL Apple Inc. 7.15% 91,909 $25.0M Add +8.0%
META Meta Platforms Inc. Class A 4.78% 25,331 $16.7M Reduce -1.0%
MSFT Microsoft Corp. 3.92% 28,310 $13.7M Reduce -1.1%
GOOGL Alphabet Inc. Class A 3.90% 43,557 $13.6M Add +4.3%
GOOG Alphabet Inc. Class C 3.88% 43,259 $13.6M Reduce -4.9%
QCOM Qualcomm Inc. 2.78% 56,859 $9.7M Reduce -0.8%
VRTX Vertex Pharmaceuticals Inc. 2.63% 20,261 $9.2M Reduce -0.5%
GILD Gilead Sciences Inc. 2.24% 63,837 $7.8M Reduce -0.5%
REGN Regeneron Pharmaceuticals 2.13% 9,649 $7.4M Reduce -0.8%
TEVA Teva Pharmaceutical-SP ADR 1.97% 220,536 $6.9M Reduce -0.8%
CHRW C.H. Robinson Worldwide Inc. 1.89% 41,204 $6.6M Reduce -1.7%
INCY Incyte Corp. 1.87% 66,173 $6.5M Reduce -1.3%
NTAP Netapp Inc. 1.71% 55,730 $6.0M Reduce -1.1%
EXPD Expeditors Intl Wash Inc. 1.62% 38,103 $5.7M Reduce -1.0%
ADBE Adobe Inc. 1.54% 15,362 $5.4M Add +5.1%
INFY Infosys Ltd.-SP ADR 1.54% 301,630 $5.4M Reduce -1.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.52% 17,905 $5.3M Reduce -1.4%
BRK.B Berkshire Hathaway Inc. Class B 1.51% 10,538 $5.3M Reduce -0.5%
WMT Walmart Inc. 1.49% 46,818 $5.2M Reduce -1.1%
CSCO Cisco Systems Inc. 1.48% 67,149 $5.2M Reduce -2.5%
AZN Astrazeneca PLC-Spons ADR 1.47% 55,781 $5.1M Reduce -0.8%
UNH Unitedhealth Group Inc. 1.45% 15,318 $5.1M Add +0.0%
GMAB Genmab A/S -SP ADR 1.44% 163,310 $5.0M Reduce -0.7%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 1.42% 48,420 $5.0M Reduce -0.3%
CTAS Cintas Corp. 1.38% 25,650 $4.8M Reduce -1.0%
EPAM Epam Systems Inc. 1.28% 21,870 $4.5M Reduce -1.0%
CHKP Check Point Software Tech 1.24% 23,424 $4.3M No change
NICE Nice Ltd. - Spon ADR 1.23% 38,175 $4.3M New
AMGN Amgen Inc. 1.21% 12,944 $4.2M Reduce -0.7%
NVDA Nvidia Corp. 1.16% 21,692 $4.0M Add +13.6%
ABBV Abbvie Inc. 1.02% 15,561 $3.6M Reduce -0.6%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.94% 18,531 $3.3M Add +15.4%
PYPL PayPal Holdings Inc. 0.92% 55,236 $3.2M Add +4.0%
SYK Stryker Corp. 0.91% 9,032 $3.2M Reduce -1.1%
URBN Urban Outfitters Inc. 0.90% 42,039 $3.2M Reduce -2.3%
GSK GSK PLC-Spon ADR 0.85% 60,823 $3.0M Reduce -0.7%
JNJ Johnson & Johnson 0.85% 14,287 $3.0M Reduce -1.0%
BMY Bristol-Myers Squibb Co. 0.82% 53,282 $2.9M Reduce -1.1%
LOW Lowe's Cos Inc. 0.80% 11,577 $2.8M Add +0.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.79% 14,393 $2.7M Add +20.0%
MRK Merck & Co. Inc. 0.77% 25,632 $2.7M Reduce -1.1%
VIG Vanguard Dividend Apprec ETF 0.76% 12,042 $2.6M Add +22.3%
VYM Vanguard High DVD Yield ETF 0.75% 18,267 $2.6M Add +21.5%
CI The Cigna Group 0.74% 9,385 $2.6M No change
ORCL Oracle Corp. 0.72% 12,963 $2.5M Reduce -5.7%
FDS Factset Research Systems Inc. 0.72% 8,675 $2.5M New
ADI Analog Devices Inc. 0.72% 9,280 $2.5M Add +0.0%
VHT Vanguard Health Care ETF 0.69% 8,427 $2.4M Add +22.8%
EEFT Euronet Worldwide Inc. 0.63% 29,040 $2.2M Add +27.1%
ITW Illinois Tool Works 0.63% 8,927 $2.2M Add +0.0%
ABT Abbott Laboratories 0.59% 16,487 $2.1M Reduce -0.6%
DLB Dolby Laboratories Inc. Class A 0.59% 32,077 $2.1M Add +0.0%
TDY Teledyne Technologies Inc. 0.58% 3,962 $2.0M Reduce -1.6%
PRLB Proto Labs Inc. 0.57% 39,628 $2.0M Reduce -1.0%
NFLX Netflix Inc. 0.57% 21,170 $2.0M Add +2.5%
EMR Emerson Electric Co. 0.55% 14,442 $1.9M Reduce -0.2%
PEP Pepsico Inc. 0.53% 12,886 $1.8M Reduce -0.4%
NVS Novartis AG-Sponsored ADR 0.53% 13,328 $1.8M No change
BEN Franklin Templeton Inc. 0.52% 76,732 $1.8M Reduce -1.1%
KO The Coca-Cola Co. 0.49% 24,592 $1.7M Add +0.0%
MDT Medtronic PLC 0.49% 17,726 $1.7M Add +0.0%
GLOB Globant SA 0.48% 25,467 $1.7M Reduce -16.3%
XOM Exxon Mobil Corp. 0.45% 12,932 $1.6M Add +0.0%
SPGI S&P Global Inc. 0.44% 2,972 $1.6M Reduce -0.8%
SBUX Starbucks Corp. 0.44% 18,422 $1.6M Add +0.0%
HD Home Depot Inc. 0.44% 4,450 $1.5M No change
DOX Amdocs Ltd. 0.41% 17,996 $1.4M Reduce -0.8%
AMZN Amazon.com Inc. 0.38% 5,821 $1.3M Add +0.3%
TSLA Tesla Inc. 0.35% 2,757 $1.2M Add +0.1%
KLAC KLA Corp. 0.34% 977 $1.2M Reduce -3.0%
PRF Invesco Rafi US 1000 ETF 0.34% 25,000 $1.2M No change
INTC Intel Corp. 0.31% 29,212 $1.1M Reduce -2.0%
WFC Wells Fargo & Co. 0.30% 11,158 $1.0M Reduce -2.7%
JPM JPMorgan Chase & Co. 0.29% 3,193 $1.0M Add +10.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.29% 2,089 $1.0M Reduce -4.1%
PLTR Palantir Technologies Inc. Class A 0.26% 5,100 $907K Reduce -16.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.26% 16,244 $893K Reduce -7.9%
VEU Vanguard Ftse All-World Ex-U 0.24% 11,533 $848K Add +47.8%
DLTR Dollar Tree Inc. 0.24% 6,720 $827K Reduce -1.5%
WIT Wipro Ltd.-ADR 0.23% 287,509 $817K Reduce -1.8%
EBAY eBay Inc. 0.22% 8,939 $779K Add +0.0%
USMV iShares MSCI USA Min Vol Fac 0.22% 8,024 $756K No change
MMM 3M Co. 0.21% 4,643 $743K Reduce -1.1%
UPS United Parcel Service Class B 0.19% 6,650 $660K Reduce -1.5%
COST Costco Wholesale Corp. 0.18% 744 $642K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.18% 926 $631K Add +0.1%
LLY Eli Lilly & Co. 0.18% 584 $628K No change
HIPO Hippo Holdings Inc. 0.17% 20,210 $608K No change
MRVL Marvell Technology Inc. 0.17% 7,122 $605K Reduce -7.8%
QQQ Invesco QQQ Trust Series 1 0.17% 980 $602K Reduce -3.0%
HLN Haleon PLC-ADR 0.17% 57,628 $583K Reduce -8.7%
SOXX iShares Semiconductor ETF 0.16% 1,877 $565K New
DGRO iShares Core Dividend Growth 0.16% 8,098 $562K New
ISRG Intuitive Surgical Inc. 0.16% 990 $561K No change
CPRI Capri Holdings Ltd. 0.15% 21,240 $518K Reduce -8.8%
MCD McDonald's Corp. 0.14% 1,627 $497K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.14% 2,325 $492K Add +129.1%
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.14% 10,500 $482K No change
AMAT Applied Materials Inc. 0.14% 1,845 $474K Reduce -6.8%
AVGO Broadcom Inc. 0.13% 1,290 $446K No change
WAL Western Alliance Bancorp 0.13% 5,271 $443K No change
SRE Sempra 0.12% 4,910 $434K No change
ADP Automatic Data Processing 0.12% 1,685 $433K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.12% 1,405 $424K New
V Visa Inc. Class A 0.12% 1,204 $422K No change
SPTS SS SPDR P St Term TSY ETF 0.11% 13,682 $401K New
PPL PPL Corp. 0.11% 11,267 $395K Reduce -0.9%
FTEC Fidelity MSCI Info Tech Indx 0.11% 1,674 $376K New
IAI iShares U.S. Broker-Dealers 0.10% 2,040 $366K New
SHEL Shell PLC-ADR 0.10% 4,975 $366K Reduce -5.7%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.10% 1,285 $359K New
MA Mastercard Inc. Class A 0.10% 617 $352K Reduce -5.7%
PFE Pfizer Inc. 0.10% 13,922 $347K Reduce -7.9%
GE General Electric filed as GE AEROSPACE 0.10% 1,102 $339K No change
SCHV Schwab US Large-Cap Value 0.10% 11,400 $338K No change
BA The Boeing Co. 0.09% 1,527 $332K New
AFL Aflac Inc. 0.09% 2,834 $313K No change
DFAI Dimensional International Co. 0.09% 7,968 $304K New
NOC Northrop Grumman Corp. 0.09% 530 $302K No change
UI Ubiquiti Inc. 0.08% 525 $291K No change
T AT&T Inc. 0.08% 11,254 $280K Reduce -2.3%
CVX Chevron Corp. 0.08% 1,783 $272K No change
COP Conocophillips 0.08% 2,812 $263K No change
XCOR Fundx ETF 0.07% 3,259 $262K No change
PNC PNC Financial Services Group 0.07% 1,250 $261K No change
DELL Dell Technologies -C 0.07% 1,998 $251K No change
PG The Procter & Gamble Co. 0.07% 1,747 $250K No change
HON Honeywell International Inc. 0.07% 1,255 $245K No change
KSS Kohls Corp. 0.07% 11,361 $232K Reduce -21.1%
MYGN Myriad Genetics Inc. 0.07% 37,610 $231K Reduce -4.0%
TRV The Travelers Cos Inc. 0.06% 778 $226K No change
CAT Caterpillar Inc. 0.06% 392 $224K New
QTUM Defiance Quantum ETF 0.06% 2,042 $224K New
ALL Allstate Corp. 0.06% 1,050 $219K No change
GM General Motors Co. 0.06% 2,625 $213K New
VZ Verizon Communications Inc. 0.06% 5,209 $212K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 1,822 $207K No change
SCHF Schwab Intl Equity ETF 0.06% 8,330 $200K New
NOK Nokia Corp.-Spon ADR 0.04% 19,100 $124K No change
BYND Beyond Meat Inc. 0.00% 10,000 $8K New

Portfolio Sells Q3 2025 → Q4 2025
META Meta Platforms Inc. Class A Reduce -1.0% 4.78% −1.11
MSFT Microsoft Corp. Reduce -1.1% 3.92% −0.74
ORCL Oracle Corp. Reduce -5.7% 0.72% −0.49
NTAP Netapp Inc. Reduce -1.1% 1.71% −0.39
CTAS Cintas Corp. Reduce -1.0% 1.38% −0.29
QCOM Qualcomm Inc. Reduce -0.8% 2.78% −0.21
TDY Teledyne Technologies Inc. Reduce -1.6% 0.58% −0.16
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.5% 1.51% −0.16
SYK Stryker Corp. Reduce -1.1% 0.91% −0.15
TROW T Rowe Price Group Inc. Reduce -0.3% 1.42% −0.15
GMAB Genmab A/S -SP ADR Reduce -0.7% 1.44% −0.14
ABBV Abbvie Inc. Reduce -0.6% 1.02% −0.12
ABT Abbott Laboratories Reduce -0.6% 0.59% −0.11
IBM Intl Business Machines Corp. Reduce -1.4% 1.52% −0.09
PLTR Palantir Technologies Inc. Class A Reduce -16.4% 0.26% −0.09
SPR Spirit Aerosystems Hold Class A Sold out 0.00% −0.07
GLOB Globant SA Reduce -16.3% 0.48% −0.07
WRB WR Berkley Corp. Sold out 0.00% −0.07
GPN Global Payments Inc. Sold out 0.00% −0.07
MET Metlife Inc. Sold out 0.00% −0.06
URBN Urban Outfitters Inc. Reduce -2.3% 0.90% −0.06
PRLB Proto Labs Inc. Reduce -1.0% 0.57% −0.06
DOX Amdocs Ltd. Reduce -0.8% 0.41% −0.05
EMR Emerson Electric Co. Reduce -0.2% 0.55% −0.05
PEP Pepsico Inc. Reduce -0.4% 0.53% −0.04
BEN Franklin Templeton Inc. Reduce -1.1% 0.52% −0.04
WMT Walmart Inc. Reduce -1.1% 1.49% −0.04
VUG Vanguard Mrngstar GR ETF-Sui Reduce -4.1% 0.29% −0.04
MRVL Marvell Technology Inc. Reduce -7.8% 0.17% −0.03
BAC Bank of America Corp. Reduce -7.9% 0.26% −0.03
MYGN Myriad Genetics Inc. Reduce -4.0% 0.07% −0.02
INFY Infosys Ltd.-SP ADR Reduce -1.3% 1.54% −0.02
T AT&T Inc. Reduce -2.3% 0.08% −0.02
PFE Pfizer Inc. Reduce -7.9% 0.10% −0.02
PPL PPL Corp. Reduce -0.9% 0.11% −0.02
QQQ Invesco QQQ Trust Series 1 Reduce -3.0% 0.17% −0.02
MA Mastercard Inc. Class A Reduce -5.7% 0.10% −0.02
MMM 3M Co. Reduce -1.1% 0.21% −0.02
SHEL Shell PLC-ADR Reduce -5.7% 0.10% −0.01
SPGI S&P Global Inc. Reduce -0.8% 0.44% −0.01
HLN Haleon PLC-ADR Reduce -8.7% 0.17% −0.01
WIT Wipro Ltd.-ADR Reduce -1.8% 0.23% −0.01
INTC Intel Corp. Reduce -2.0% 0.31% −0.01
WFC Wells Fargo & Co. Reduce -2.7% 0.30% −0.00
KSS Kohls Corp. Reduce -21.1% 0.07% −0.00
KLAC KLA Corp. Reduce -3.0% 0.34% −0.00
CSCO Cisco Systems Inc. Reduce -2.5% 1.48% +0.00
CPRI Capri Holdings Ltd. Reduce -8.8% 0.15% +0.00
JNJ Johnson & Johnson Reduce -1.0% 0.85% +0.01
GILD Gilead Sciences Inc. Reduce -0.5% 2.24% +0.01

Portfolio Buys Q3 2025 → Q4 2025
NICE Nice Ltd. - Spon ADR New 1.23% +1.23
FDS Factset Research Systems Inc. New 0.72% +0.72
GOOGL Alphabet Inc. Class A Add +4.3% 3.90% +0.71
AAPL Apple Inc. Add +8.0% 7.15% +0.35
SOXX iShares Semiconductor ETF New 0.16% +0.16
DGRO iShares Core Dividend Growth New 0.16% +0.16
VHT Vanguard Health Care ETF Add +22.8% 0.69% +0.13
VBK Van Morst SML-Cap Gro-Usd Inc. New 0.12% +0.12
SPTS SS SPDR P St Term TSY ETF New 0.11% +0.11
FTEC Fidelity MSCI Info Tech Indx New 0.11% +0.11
IAI iShares U.S. Broker-Dealers New 0.10% +0.10
VOT Vngrd Mrngstr MC GRW ETF-Usd New 0.10% +0.10
BA The Boeing Co. New 0.09% +0.09
VIG Vanguard Dividend Apprec ETF Add +22.3% 0.76% +0.09
DFAI Dimensional International Co. New 0.09% +0.09
VYM Vanguard High DVD Yield ETF Add +21.5% 0.75% +0.08
VTV Vanguard Mrngstr Val ETF-Aui Add +20.0% 0.79% +0.08
VBR Vngrd Mrngst SL-CP Val ETF-U Add +129.1% 0.14% +0.07
VEU Vanguard Ftse All-World Ex-U Add +47.8% 0.24% +0.07
CAT Caterpillar Inc. New 0.06% +0.06
QTUM Defiance Quantum ETF New 0.06% +0.06
GM General Motors Co. New 0.06% +0.06
VOE Vngrd Mrngstr MD-Cap Val ETF Add +15.4% 0.94% +0.06
SCHF Schwab Intl Equity ETF New 0.06% +0.06
NVDA Nvidia Corp. Add +13.6% 1.16% +0.04
JPM JPMorgan Chase & Co. Add +10.4% 0.29% +0.01
ADI Analog Devices Inc. Add +0.0% 0.72% +0.00
EEFT Euronet Worldwide Inc. Add +27.1% 0.63% +0.00
BYND Beyond Meat Inc. New 0.00% +0.00
XOM Exxon Mobil Corp. Add +0.0% 0.45% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 0.18% −0.01
AMZN Amazon.com Inc. Add +0.3% 0.38% −0.02
KO The Coca-Cola Co. Add +0.0% 0.49% −0.02
TSLA Tesla Inc. Add +0.1% 0.35% −0.03
EBAY eBay Inc. Add +0.0% 0.22% −0.03
MDT Medtronic PLC Add +0.0% 0.49% −0.04
SBUX Starbucks Corp. Add +0.0% 0.44% −0.05
ADBE Adobe Inc. Add +5.1% 1.54% −0.08
ITW Illinois Tool Works Add +0.0% 0.63% −0.10
LOW Lowe's Cos Inc. Add +0.0% 0.80% −0.11
DLB Dolby Laboratories Inc. Class A Add +0.0% 0.59% −0.14
PYPL PayPal Holdings Inc. Add +4.0% 0.92% −0.20
NFLX Netflix Inc. Add +2.5% 0.57% −0.21
UNH Unitedhealth Group Inc. Add +0.0% 1.45% −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