AIMZ Investment Advisors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), AIMZ Investment Advisors, LLC reported 139 stock positions worth $323.6 million. Its top holding was Apple (AAPL) at 7.1% of the portfolio, followed by Meta Platforms Class A (META, 4.4%) and Alphabet Class A (GOOGL, 3.8%). Compared with Q4 2025, it opened 3 new positions, sold out of 4, added to 27 and reduced 75. The biggest buy was Euronet Worldwide (EEFT, shares +112%) and the biggest sale Microsoft (MSFT, shares −1%).

Most Recent 13F
Q2 2026
Location
LOS ALTOS, CA
CIK
0001630365
Portfolio Value
$323.6M (Q1 2026)
SEC Filing
0001630365-26-000005 ↗ filed May 15, 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 Q4 2025 Q1 2026: $323.6M $323.6M Q1 2026 Q2 2026: $363.5M Q2 2026

Holdings 139 stocks · $323.6M
AAPL Apple Inc. 7.11% 90,620 $23.0M Reduce -1.4%
META Meta Platforms Inc. Class A 4.42% 25,024 $14.3M Reduce -1.2%
GOOGL Alphabet Inc. Class A 3.76% 42,267 $12.2M Reduce -3.0%
GOOG Alphabet Inc. Class C 3.52% 39,727 $11.4M Reduce -8.2%
MSFT Microsoft Corp. 3.20% 27,946 $10.3M Reduce -1.3%
VRTX Vertex Pharmaceuticals Inc. 2.75% 19,956 $8.9M Reduce -1.5%
GILD Gilead Sciences Inc. 2.64% 61,338 $8.5M Reduce -3.9%
REGN Regeneron Pharmaceuticals 2.27% 9,491 $7.3M Reduce -1.6%
QCOM Qualcomm Inc. 2.23% 55,937 $7.2M Reduce -1.6%
CHRW C.H. Robinson Worldwide Inc. 2.08% 40,456 $6.7M Reduce -1.8%
TEVA Teva Pharmaceutical-SP ADR 2.00% 214,978 $6.5M Reduce -2.5%
INCY Incyte Corp. 1.89% 65,158 $6.1M Reduce -1.5%
WMT Walmart Inc. 1.77% 46,104 $5.7M Reduce -1.5%
NTAP Netapp Inc. 1.74% 55,034 $5.6M Reduce -1.3%
AZN Astrazeneca PLC 1.66% 27,296 $5.4M Reduce -2.1%
EXPD Expeditors Intl Wash Inc. 1.66% 37,403 $5.4M Reduce -1.8%
CSCO Cisco Systems Inc. 1.58% 65,828 $5.1M Reduce -2.0%
BRK.B Berkshire Hathaway Inc. Class B 1.54% 10,378 $5.0M Reduce -1.5%
AMGN Amgen Inc. 1.40% 12,884 $4.5M Reduce -0.5%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 1.34% 48,278 $4.4M Reduce -0.3%
GMAB Genmab A/S -SP ADR 1.33% 160,910 $4.3M Reduce -1.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.33% 17,731 $4.3M Reduce -1.0%
CTAS Cintas Corp. 1.30% 24,933 $4.2M Reduce -2.8%
UNH Unitedhealth Group Inc. 1.27% 15,159 $4.1M Reduce -1.0%
NICE Nice Ltd. - Spon ADR 1.27% 37,200 $4.1M Reduce -2.5%
EEFT Euronet Worldwide Inc. 1.26% 61,436 $4.1M Add +111.6%
INFY Infosys Ltd.-SP ADR 1.23% 293,807 $4.0M Reduce -2.6%
NVDA Nvidia Corp. 1.18% 21,813 $3.8M Add +0.6%
ADBE Adobe Inc. 1.15% 15,295 $3.7M Reduce -0.4%
JNJ Johnson & Johnson 1.07% 14,128 $3.5M Reduce -1.1%
ABBV Abbvie Inc. 1.04% 15,498 $3.4M Reduce -0.4%
CHKP Check Point Software Tech 1.02% 23,024 $3.3M Reduce -1.7%
VOE Vngrd Mrngstr MD-Cap Val ETF 1.02% 17,837 $3.3M Reduce -3.8%
GSK GSK PLC-Spon ADR 1.01% 59,334 $3.3M Reduce -2.5%
BMY Bristol-Myers Squibb Co. 0.98% 52,522 $3.2M Reduce -1.4%
MRK Merck & Co. Inc. 0.94% 25,324 $3.0M Reduce -1.2%
SYK Stryker Corp. 0.92% 9,032 $3.0M No change
EPAM Epam Systems Inc. 0.90% 21,545 $2.9M Reduce -1.5%
ADI Analog Devices Inc. 0.85% 8,692 $2.8M Reduce -6.3%
LOW Lowe's Cos Inc. 0.83% 11,304 $2.7M Reduce -2.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.82% 13,488 $2.6M Reduce -6.3%
VYM Vanguard High DVD Yield ETF 0.80% 17,484 $2.6M Reduce -4.3%
URBN Urban Outfitters Inc. 0.80% 40,839 $2.6M Reduce -2.9%
CI The Cigna Group 0.76% 9,274 $2.5M Reduce -1.2%
VIG Vanguard Dividend Apprec ETF 0.76% 11,482 $2.5M Reduce -4.7%
PYPL PayPal Holdings Inc. 0.75% 53,435 $2.4M Reduce -3.3%
ITW Illinois Tool Works 0.72% 8,929 $2.3M Add +0.0%
TDY Teledyne Technologies Inc. 0.71% 3,822 $2.3M Reduce -3.5%
PRLB Proto Labs Inc. 0.68% 38,728 $2.2M Reduce -2.3%
XOM Exxon Mobil Corp. 0.68% 12,934 $2.2M Add +0.0%
VHT Vanguard Health Care ETF 0.67% 7,940 $2.2M Reduce -5.8%
NFLX Netflix Inc. 0.63% 21,355 $2.1M Add +0.9%
NVS Novartis AG-Sponsored ADR 0.63% 13,334 $2.0M Add +0.1%
PEP Pepsico Inc. 0.62% 12,915 $2.0M Add +0.2%
ORCL Oracle Corp. 0.59% 12,963 $1.9M No change
FDS Factset Research Systems Inc. 0.59% 8,780 $1.9M Add +1.2%
DLB Dolby Laboratories Inc. Class A 0.58% 31,481 $1.9M Reduce -1.9%
EMR Emerson Electric Co. 0.58% 14,394 $1.9M Reduce -0.3%
KO The Coca-Cola Co. 0.58% 24,602 $1.9M Add +0.0%
BEN Franklin Templeton Inc. 0.55% 75,728 $1.8M Reduce -1.3%
ABT Abbott Laboratories 0.52% 16,373 $1.7M Reduce -0.7%
SBUX Starbucks Corp. 0.50% 17,947 $1.6M Reduce -2.6%
MDT Medtronic PLC 0.47% 17,730 $1.5M Add +0.0%
KLAC KLA Corp. 0.45% 981 $1.4M Add +0.4%
HD Home Depot Inc. 0.43% 4,250 $1.4M Reduce -4.5%
INTC Intel Corp. 0.40% 29,002 $1.3M Reduce -0.7%
AMZN Amazon.com Inc. 0.39% 6,005 $1.3M Add +3.2%
SPGI S&P Global Inc. 0.39% 2,932 $1.2M Reduce -1.4%
PRF Invesco Rafi US 1000 ETF 0.37% 25,000 $1.2M No change
DOX Amdocs Ltd. 0.36% 17,999 $1.2M Add +0.0%
GLOB Globant SA 0.36% 25,367 $1.2M Reduce -0.4%
TSLA Tesla Inc. 0.33% 2,865 $1.1M Add +3.9%
JPM JPMorgan Chase & Co. 0.29% 3,143 $925K Reduce -1.6%
VUG Vanguard Mrngstar GR ETF-Sui 0.28% 2,038 $890K Reduce -2.4%
WFC Wells Fargo & Co. 0.27% 11,158 $888K No change
VEU Vanguard Ftse All-World Ex-U 0.27% 11,433 $859K Reduce -0.9%
EBAY eBay Inc. 0.25% 8,940 $814K Add +0.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.25% 16,364 $798K Add +0.7%
PLTR Palantir Technologies Inc. Class A 0.23% 5,164 $755K Add +1.3%
USMV iShares MSCI USA Min Vol Fac 0.23% 8,024 $744K No change
COST Costco Wholesale Corp. 0.23% 746 $743K Add +0.3%
DLTR Dollar Tree Inc. 0.23% 6,720 $736K No change
MRVL Marvell Technology Inc. 0.22% 7,143 $708K Add +0.3%
MMM 3M Co. 0.21% 4,643 $674K No change
UPS United Parcel Service Class B 0.20% 6,650 $654K No change
AMAT Applied Materials Inc. 0.19% 1,818 $621K Reduce -1.5%
WIT Wipro Ltd.-ADR 0.18% 277,234 $588K Reduce -3.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.18% 901 $586K Reduce -2.7%
LLY Eli Lilly & Co. 0.17% 611 $562K Add +4.6%
QQQ Invesco QQQ Trust Series 1 0.17% 959 $554K Reduce -2.1%
HIPO Hippo Holdings Inc. 0.16% 20,210 $527K No change
HLN Haleon PLC-ADR 0.16% 52,128 $522K Reduce -9.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.15% 2,300 $500K Reduce -1.1%
SOXX iShares Semiconductor ETF 0.15% 1,477 $485K Reduce -21.3%
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.15% 10,500 $482K No change
ISRG Intuitive Surgical Inc. 0.15% 1,037 $478K Add +4.8%
SRE Sempra 0.15% 4,910 $477K No change
MCD McDonald's Corp. 0.15% 1,527 $475K Reduce -6.2%
SHEL Shell PLC-ADR 0.14% 4,975 $463K No change
AVGO Broadcom Inc. 0.13% 1,387 $429K Add +7.5%

Show all 139 holdings

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -1.3% 3.20% −0.72
QCOM Qualcomm Inc. Reduce -1.6% 2.23% −0.56
ADBE Adobe Inc. Reduce -0.4% 1.15% −0.39
EPAM Epam Systems Inc. Reduce -1.5% 0.90% −0.38
GOOG Alphabet Inc. Class C Reduce -8.2% 3.52% −0.36
META Meta Platforms Inc. Class A Reduce -1.2% 4.42% −0.36
INFY Infosys Ltd.-SP ADR Reduce -2.6% 1.23% −0.31
CHKP Check Point Software Tech Reduce -1.7% 1.02% −0.23
IBM Intl Business Machines Corp. Reduce -1.0% 1.33% −0.19
UNH Unitedhealth Group Inc. Reduce -1.0% 1.27% −0.18
PYPL PayPal Holdings Inc. Reduce -3.3% 0.75% −0.18
GOOGL Alphabet Inc. Class A Reduce -3.0% 3.76% −0.14
GLOB Globant SA Reduce -0.4% 0.36% −0.11
URBN Urban Outfitters Inc. Reduce -2.9% 0.80% −0.11
GMAB Genmab A/S -SP ADR Reduce -1.5% 1.33% −0.10
DGRO iShares Core Dividend Growth Reduce -55.6% 0.08% −0.08
CTAS Cintas Corp. Reduce -2.8% 1.30% −0.08
TROW T Rowe Price Group Inc. Reduce -0.3% 1.34% −0.07
ABT Abbott Laboratories Reduce -0.7% 0.52% −0.07
TRV The Travelers Cos Inc. Sold out 0.00% −0.06
GM General Motors Co. Sold out 0.00% −0.06
DIS The Walt Disney Co. Sold out 0.00% −0.06
SPGI S&P Global Inc. Reduce -1.4% 0.39% −0.06
SCHF Schwab Intl Equity ETF Sold out 0.00% −0.06
WIT Wipro Ltd.-ADR Reduce -3.6% 0.18% −0.05
AAPL Apple Inc. Reduce -1.4% 7.11% −0.04
CPRI Capri Holdings Ltd. Reduce -3.6% 0.11% −0.04
VHT Vanguard Health Care ETF Reduce -5.8% 0.67% −0.03
KSS Kohls Corp. Reduce -4.1% 0.04% −0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -2.4% 0.28% −0.02
FTEC Fidelity MSCI Info Tech Indx Reduce -14.9% 0.09% −0.02
MYGN Myriad Genetics Inc. Reduce -1.1% 0.05% −0.01
SOXX iShares Semiconductor ETF Reduce -21.3% 0.15% −0.01
JPM JPMorgan Chase & Co. Reduce -1.6% 0.29% −0.01
HD Home Depot Inc. Reduce -4.5% 0.43% −0.01
HLN Haleon PLC-ADR Reduce -9.5% 0.16% −0.01
DLB Dolby Laboratories Inc. Class A Reduce -1.9% 0.58% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -2.1% 0.17% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.7% 0.18% +0.00
MCD McDonald's Corp. Reduce -6.2% 0.15% +0.00
VIG Vanguard Dividend Apprec ETF Reduce -4.7% 0.76% +0.01
NOK Nokia Corp.-Spon ADR Reduce -6.3% 0.04% +0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -1.1% 0.15% +0.01
T AT&T Inc. Reduce -2.7% 0.10% +0.02
PPL PPL Corp. Reduce -0.6% 0.13% +0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.5% 1.54% +0.02
VEU Vanguard Ftse All-World Ex-U Reduce -0.9% 0.27% +0.02
ABBV Abbvie Inc. Reduce -0.4% 1.04% +0.02
CI The Cigna Group Reduce -1.2% 0.76% +0.03
INCY Incyte Corp. Reduce -1.5% 1.89% +0.03

Portfolio Buys Q4 2025 → Q1 2026
EEFT Euronet Worldwide Inc. Add +111.6% 1.26% +0.63
XOM Exxon Mobil Corp. Add +0.0% 0.68% +0.23
KLAC KLA Corp. Add +0.4% 0.45% +0.11
NVS Novartis AG-Sponsored ADR Add +0.1% 0.63% +0.10
PEP Pepsico Inc. Add +0.2% 0.62% +0.09
ITW Illinois Tool Works Add +0.0% 0.72% +0.09
KO The Coca-Cola Co. Add +0.0% 0.58% +0.09
FITB Fifth Third Bancorp New 0.07% +0.07
NFLX Netflix Inc. Add +0.9% 0.63% +0.07
GEV GE Vernova Inc. New 0.06% +0.06
NI Nisource Inc. New 0.06% +0.06
COST Costco Wholesale Corp. Add +0.3% 0.23% +0.05
MRVL Marvell Technology Inc. Add +0.3% 0.22% +0.05
CVX Chevron Corp. Add +1.1% 0.12% +0.04
EBAY eBay Inc. Add +0.0% 0.25% +0.03
PFE Pfizer Inc. Add +0.1% 0.12% +0.02
HON Honeywell International Inc. Add +1.0% 0.09% +0.02
NVDA Nvidia Corp. Add +0.6% 1.18% +0.02
AVGO Broadcom Inc. Add +7.5% 0.13% +0.00
AMZN Amazon.com Inc. Add +3.2% 0.39% +0.00
V Visa Inc. Class A Add +4.4% 0.12% −0.00
LLY Eli Lilly & Co. Add +4.6% 0.17% −0.01
BAC Bank of America Corp. Add +0.7% 0.25% −0.01
MDT Medtronic PLC Add +0.0% 0.47% −0.01
ISRG Intuitive Surgical Inc. Add +4.8% 0.15% −0.01
ADP Automatic Data Processing Add +0.7% 0.11% −0.02
TSLA Tesla Inc. Add +3.9% 0.33% −0.03
PLTR Palantir Technologies Inc. Class A Add +1.3% 0.23% −0.03
DOX Amdocs Ltd. Add +0.0% 0.36% −0.05
FDS Factset Research Systems Inc. Add +1.2% 0.59% −0.13

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