AIMZ Investment Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), AIMZ Investment Advisors, LLC reported 153 stock positions worth $363.5 million. Its top holding was Apple (AAPL) at 7.1% of the portfolio, followed by Alphabet Class A (GOOGL, 4.1%) and Meta Platforms Class A (META, 3.9%). Compared with Q1 2026, it opened 17 new positions, sold out of 3, added to 22 and reduced 62. The biggest buy was a new position in Zoetis (ZTS) and the biggest sale Gilead Sciences (GILD, shares −0%).

Most Recent 13F
Q2 2026
Location
LOS ALTOS, CA
CIK
0001630365
Portfolio Value
$363.5M (Q2 2026)
SEC Filing
0001630365-26-000007 ↗ filed Aug 14, 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 Q1 2026 Q2 2026: $363.5M $363.5M Q2 2026

Holdings 153 stocks · $363.5M
AAPL Apple Inc. 7.14% 89,665 $25.9M Reduce -1.1%
GOOGL Alphabet Inc. Class A 4.13% 41,959 $15.0M Reduce -0.7%
META Meta Platforms Inc. Class A 3.88% 25,024 $14.1M No change
GOOG Alphabet Inc. Class C 3.75% 38,527 $13.6M Reduce -3.0%
MSFT Microsoft Corp. 2.86% 27,896 $10.4M Reduce -0.2%
QCOM Qualcomm Inc. 2.84% 55,840 $10.3M Reduce -0.2%
VRTX Vertex Pharmaceuticals Inc. 2.72% 19,931 $9.9M Reduce -0.1%
NTAP Netapp Inc. 2.34% 55,037 $8.5M Add +0.0%
GILD Gilead Sciences Inc. 2.13% 61,319 $7.7M Reduce -0.0%
CSCO Cisco Systems Inc. 2.12% 65,557 $7.7M Reduce -0.4%
CHRW C.H. Robinson Worldwide Inc. 2.08% 40,129 $7.6M Reduce -0.8%
INCY Incyte Corp. 2.03% 65,133 $7.4M Reduce -0.0%
TEVA Teva Pharmaceutical-SP ADR 1.99% 212,978 $7.2M Reduce -0.9%
UNH Unitedhealth Group Inc. 1.73% 15,160 $6.3M Add +0.0%
EXPD Expeditors Intl Wash Inc. 1.66% 37,106 $6.0M Reduce -0.8%
REGN Regeneron Pharmaceuticals 1.63% 9,491 $5.9M No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 1.51% 48,258 $5.5M Reduce -0.0%
WMT Walmart Inc. 1.43% 45,895 $5.2M Reduce -0.5%
BRK.B Berkshire Hathaway Inc. Class B 1.43% 10,378 $5.2M No change
AZN Astrazeneca PLC 1.42% 27,221 $5.2M Reduce -0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.37% 17,733 $5.0M Add +0.0%
AMGN Amgen Inc. 1.29% 12,935 $4.7M Add +0.4%
EEFT Euronet Worldwide Inc. 1.24% 61,636 $4.5M Add +0.3%
GMAB Genmab A/S -SP ADR 1.22% 160,910 $4.4M No change
CTAS Cintas Corp. 1.17% 24,933 $4.2M No change
INTC Intel Corp. 1.11% 28,942 $4.0M Reduce -0.2%
NVDA Nvidia Corp. 1.11% 20,113 $4.0M Reduce -7.8%
ABBV Abbvie Inc. 1.06% 15,376 $3.9M Reduce -0.8%
JNJ Johnson & Johnson 0.97% 13,954 $3.5M Reduce -1.2%
ZTS Zoetis Inc. 0.97% 49,190 $3.5M New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.93% 17,107 $3.4M Reduce -4.1%
NICE Nice Ltd. - Spon ADR 0.90% 36,180 $3.3M Reduce -2.7%
MRK Merck & Co. Inc. 0.90% 25,475 $3.3M Add +0.6%
PRLB Proto Labs Inc. 0.87% 38,728 $3.2M No change
ADBE Adobe Inc. 0.87% 15,350 $3.1M Add +0.4%
ADI Analog Devices Inc. 0.86% 7,832 $3.1M Reduce -9.9%
GSK GSK PLC-Spon ADR 0.85% 59,214 $3.1M Reduce -0.2%
INFY Infosys Ltd.-SP ADR 0.85% 293,869 $3.1M Add +0.0%
BMY Bristol-Myers Squibb Co. 0.83% 52,522 $3.0M No change
CHKP Check Point Software Tech 0.83% 23,024 $3.0M No change
KLAC KLA Corp. 0.81% 9,810 $3.0M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.81% 13,484 $2.9M Reduce -0.0%
SYK Stryker Corp. 0.78% 9,033 $2.8M Add +0.0%
URBN Urban Outfitters Inc. 0.77% 39,339 $2.8M Reduce -3.7%
VIG Vanguard Dividend Apprec ETF 0.75% 11,485 $2.7M Add +0.0%
VYM Vanguard High DVD Yield ETF 0.73% 16,824 $2.7M Reduce -3.8%
CI The Cigna Group 0.70% 9,244 $2.5M Reduce -0.3%
TDY Teledyne Technologies Inc. 0.70% 3,819 $2.5M Reduce -0.1%
LOW Lowe's Cos Inc. 0.69% 11,305 $2.5M Add +0.0%
BEN Franklin Templeton Inc. 0.68% 74,493 $2.5M Reduce -1.6%
ITW Illinois Tool Works 0.66% 8,906 $2.4M Reduce -0.3%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.66% 17,350 $2.4M New
VHT Vanguard Health Care ETF 0.64% 7,797 $2.3M Reduce -1.8%
PYPL PayPal Holdings Inc. 0.63% 53,282 $2.3M Reduce -0.3%
MRVL Marvell Technology Inc. 0.59% 7,181 $2.1M Add +0.5%
NVS Novartis AG-Sponsored ADR 0.57% 13,284 $2.1M Reduce -0.4%
EMR Emerson Electric Co. 0.56% 14,286 $2.0M Reduce -0.8%
FDS Factset Research Systems Inc. 0.56% 8,780 $2.0M No change
KO The Coca-Cola Co. 0.55% 24,422 $2.0M Reduce -0.7%
ORCL Oracle Corp. 0.52% 12,963 $1.9M No change
SBUX Starbucks Corp. 0.50% 17,948 $1.8M Add +0.0%
XOM Exxon Mobil Corp. 0.48% 12,887 $1.8M Reduce -0.4%
PEP Pepsico Inc. 0.48% 12,915 $1.7M No change
EPAM Epam Systems Inc. 0.46% 21,130 $1.7M Reduce -1.9%
DLB Dolby Laboratories Inc. Class A 0.46% 31,486 $1.7M Add +0.0%
HD Home Depot Inc. 0.41% 4,250 $1.5M No change
NFLX Netflix Inc. 0.41% 20,855 $1.5M Reduce -2.3%
ABT Abbott Laboratories 0.41% 16,376 $1.5M Add +0.0%
AMZN Amazon.com Inc. 0.39% 6,005 $1.4M No change
MDT Medtronic PLC 0.38% 17,735 $1.4M Add +0.0%
PRF Invesco Rafi US 1000 ETF 0.37% 25,000 $1.4M No change
AMAT Applied Materials Inc. 0.36% 1,808 $1.3M Reduce -0.6%
TSLA Tesla Inc. 0.33% 2,865 $1.2M No change
SPGI S&P Global Inc. Class W 0.33% 2,932 $1.2M New
VUG Vanguard Mrngstar GR ETF-Sui 0.29% 12,251 $1.1M Add +0.2%
JPM JPMorgan Chase & Co. 0.28% 3,143 $1.0M No change
EBAY eBay Inc. 0.27% 8,741 $977K Reduce -2.2%
VEU Vanguard Ftse All-World Ex-U 0.25% 11,008 $922K Reduce -3.7%
DOX Amdocs Ltd. 0.25% 18,003 $910K Add +0.0%
WFC Wells Fargo & Co. 0.25% 10,844 $896K Reduce -2.8%
SOXX iShares Semiconductor ETF 0.24% 1,367 $876K Reduce -7.5%
BAC Bank of America Corp. 0.24% 15,364 $875K Reduce -6.1%
DELL Dell Technologies -C 0.23% 1,925 $831K Reduce -2.5%
LLY Eli Lilly & Co. 0.23% 686 $823K Add +12.3%
DLTR Dollar Tree Inc. 0.22% 6,705 $811K Reduce -0.2%
USMV iShares MSCI USA Min Vol Fac 0.21% 8,024 $774K No change
MMM 3M Co. 0.21% 4,643 $752K No change
MU Micron Technology Inc. 0.20% 626 $723K New
GLOB Globant SA 0.20% 24,742 $716K Reduce -2.5%
UPS United Parcel Service Class B 0.20% 6,650 $715K No change
QQQ Invesco QQQ Trust Series 1 0.19% 959 $706K No change
COST Costco Wholesale Corp. 0.19% 746 $698K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.19% 901 $673K No change
WIT Wipro Ltd.-ADR 0.17% 277,234 $624K No change
PLTR Palantir Technologies Inc. Class A 0.17% 5,164 $602K No change
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.16% 10,500 $586K No change
HIPO Hippo Holdings Inc. 0.16% 20,210 $571K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.15% 2,260 $549K Reduce -1.7%
AVGO Broadcom Inc. 0.15% 1,413 $534K Add +1.9%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.14% 1,345 $492K Reduce -4.3%
WAL Western Alliance Bancorp 0.12% 5,271 $433K No change
HLN Haleon PLC-ADR 0.12% 46,428 $433K Reduce -10.9%
V Visa Inc. Class A 0.12% 1,257 $431K No change
CAT Caterpillar Inc. 0.11% 392 $417K No change
MCD McDonald's Corp. 0.11% 1,527 $413K No change
ISRG Intuitive Surgical Inc. 0.11% 1,037 $412K No change
GE General Electric filed as GE AEROSPACE 0.11% 1,102 $412K No change
SRE Sempra 0.11% 4,410 $409K Reduce -10.2%
PPL PPL Corp. 0.11% 11,200 $407K No change
SCHV Schwab US Large-Cap Value 0.11% 11,400 $397K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.11% 1,285 $394K No change
SHEL Shell PLC-ADR 0.11% 5,025 $390K Add +1.0%
ADP Automatic Data Processing 0.10% 1,696 $380K No change
FTEC Fidelity MSCI Info Tech Indx 0.10% 1,314 $375K Reduce -7.7%
CPRI Capri Holdings Ltd. 0.10% 19,765 $367K Reduce -3.4%
IAI iShares U.S. Broker-Dealers 0.10% 2,040 $358K No change
GLW Corning Inc. 0.10% 1,400 $358K New
SPTS SS SPDR P St Term TSY ETF 0.10% 12,282 $356K Reduce -10.2%
PANW Palo Alto Networks Inc. 0.10% 1,015 $346K New
QTUM Defiance Quantum ETF 0.09% 2,042 $338K No change
AFL Aflac Inc. 0.09% 2,834 $332K No change
BA The Boeing Co. 0.09% 1,527 $331K No change
DFAI Dimensional International Co. 0.09% 7,968 $329K No change
PFE Pfizer Inc. 0.09% 13,414 $323K Reduce -3.7%
MA Mastercard Inc. Class A 0.09% 617 $317K No change
PNC PNC Financial Services Group 0.08% 1,250 $308K No change
CVX Chevron Corp. 0.08% 1,802 $299K No change
TXN Texas Instruments Inc. 0.08% 993 $296K New
COP Conocophillips 0.08% 2,812 $292K No change
XCOR Fundx ETF 0.08% 3,084 $279K Reduce -5.4%
PG The Procter & Gamble Co. 0.07% 1,847 $271K Add +5.7%
GEV GE Vernova Inc. 0.07% 230 $270K No change
NOC Northrop Grumman Corp. 0.07% 530 $270K No change
SITM Sitime Corp. 0.07% 360 $268K New
SOXL Direx Dail Semi Bu 3X Et-Usd 0.07% 1,000 $267K New
URI United Rentals Inc. 0.07% 222 $252K New
NOK Nokia Corp.-Spon ADR 0.07% 17,900 $238K No change
DGRO iShares Core Dividend Growth 0.06% 3,098 $235K Reduce -13.9%
TSM Taiwan Semiconductor-SP ADR 0.06% 488 $233K New
FITB Fifth Third Bancorp 0.06% 4,128 $233K Reduce -19.5%
EMXC iShares MSCI Emr MRK Ex Chna 0.06% 2,241 $229K New
UI Ubiquiti Inc. 0.06% 425 $227K Reduce -19.1%
T AT&T Inc. 0.06% 10,754 $223K Reduce -1.8%
SCHF Schwab Intl Equity ETF 0.06% 8,030 $222K New
VZ Verizon Communications Inc. 0.06% 5,209 $221K No change
LUV Southwest Airlines Co. 0.06% 4,260 $219K New
MYGN Myriad Genetics Inc. 0.06% 36,060 $206K Reduce -3.1%
MET Metlife Inc. 0.06% 2,425 $205K New
NI Nisource Inc. 0.06% 4,300 $204K No change
GM General Motors Co. 0.06% 2,625 $202K New
IJR iShares Core S&P Small-Cap E 0.06% 1,353 $201K New
KSS Kohls Corp. 0.05% 10,397 $184K Reduce -4.5%
BYND Beyond Meat Inc. 0.00% 10,000 $8K No change

Portfolio Sells Q1 2026 → Q2 2026
GILD Gilead Sciences Inc. Reduce -0.0% 2.13% −0.51
EPAM Epam Systems Inc. Reduce -1.9% 0.46% −0.44
SPGI S&P Global Inc. Sold out 0.00% −0.39
NICE Nice Ltd. - Spon ADR Reduce -2.7% 0.90% −0.36
WMT Walmart Inc. Reduce -0.5% 1.43% −0.34
MSFT Microsoft Corp. Reduce -0.2% 2.86% −0.33
AZN Astrazeneca PLC Reduce -0.3% 1.42% −0.24
NFLX Netflix Inc. Reduce -2.3% 0.41% −0.22
XOM Exxon Mobil Corp. Reduce -0.4% 0.48% −0.19
GLOB Globant SA Reduce -2.5% 0.20% −0.16
GSK GSK PLC-Spon ADR Reduce -0.2% 0.85% −0.16
PYPL PayPal Holdings Inc. Reduce -0.3% 0.63% −0.11
JNJ Johnson & Johnson Reduce -1.2% 0.97% −0.09
HON Honeywell International Inc. Sold out 0.00% −0.09
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -4.1% 0.93% −0.09
VYM Vanguard High DVD Yield ETF Reduce -3.8% 0.73% −0.07
NVDA Nvidia Corp. Reduce -7.8% 1.11% −0.07
ALL Allstate Corp. Sold out 0.00% −0.07
UI Ubiquiti Inc. Reduce -19.1% 0.06% −0.07
CI The Cigna Group Reduce -0.3% 0.70% −0.06
NVS Novartis AG-Sponsored ADR Reduce -0.4% 0.57% −0.06
ITW Illinois Tool Works Reduce -0.3% 0.66% −0.06
HLN Haleon PLC-ADR Reduce -10.9% 0.12% −0.04
T AT&T Inc. Reduce -1.8% 0.06% −0.04
SRE Sempra Reduce -10.2% 0.11% −0.03
URBN Urban Outfitters Inc. Reduce -3.7% 0.77% −0.03
KO The Coca-Cola Co. Reduce -0.7% 0.55% −0.03
PFE Pfizer Inc. Reduce -3.7% 0.09% −0.03
VRTX Vertex Pharmaceuticals Inc. Reduce -0.1% 2.72% −0.03
WFC Wells Fargo & Co. Reduce -2.8% 0.25% −0.03
VHT Vanguard Health Care ETF Reduce -1.8% 0.64% −0.03
SPTS SS SPDR P St Term TSY ETF Reduce -10.2% 0.10% −0.03
EMR Emerson Electric Co. Reduce -0.8% 0.56% −0.02
TEVA Teva Pharmaceutical-SP ADR Reduce -0.9% 1.99% −0.02
TDY Teledyne Technologies Inc. Reduce -0.1% 0.70% −0.01
DGRO iShares Core Dividend Growth Reduce -13.9% 0.06% −0.01
VEU Vanguard Ftse All-World Ex-U Reduce -3.7% 0.25% −0.01
CPRI Capri Holdings Ltd. Reduce -3.4% 0.10% −0.01
FITB Fifth Third Bancorp Reduce -19.5% 0.06% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.0% 0.81% −0.01
BAC Bank of America Corp. Reduce -6.1% 0.24% −0.01
DLTR Dollar Tree Inc. Reduce -0.2% 0.22% −0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -1.7% 0.15% −0.00
XCOR Fundx ETF Reduce -5.4% 0.08% −0.00
ADI Analog Devices Inc. Reduce -9.9% 0.86% +0.00
CHRW C.H. Robinson Worldwide Inc. Reduce -0.8% 2.08% +0.00
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -4.3% 0.14% +0.00
MYGN Myriad Genetics Inc. Reduce -3.1% 0.06% +0.00
KSS Kohls Corp. Reduce -4.5% 0.05% +0.01
EXPD Expeditors Intl Wash Inc. Reduce -0.8% 1.66% +0.01

Portfolio Buys Q1 2026 → Q2 2026
ZTS Zoetis Inc. New 0.97% +0.97
JKHY Jack Henry & Associates Inc. New 0.66% +0.66
NTAP Netapp Inc. Add +0.0% 2.34% +0.60
UNH Unitedhealth Group Inc. Add +0.0% 1.73% +0.47
MRVL Marvell Technology Inc. Add +0.5% 0.59% +0.37
SPGI S&P Global Inc. Class W New 0.33% +0.33
MU Micron Technology Inc. New 0.20% +0.20
GLW Corning Inc. New 0.10% +0.10
PANW Palo Alto Networks Inc. New 0.10% +0.10
TXN Texas Instruments Inc. New 0.08% +0.08
SITM Sitime Corp. New 0.07% +0.07
SOXL Direx Dail Semi Bu 3X Et-Usd New 0.07% +0.07
URI United Rentals Inc. New 0.07% +0.07
TSM Taiwan Semiconductor-SP ADR New 0.06% +0.06
EMXC iShares MSCI Emr MRK Ex Chna New 0.06% +0.06
SCHF Schwab Intl Equity ETF New 0.06% +0.06
LUV Southwest Airlines Co. New 0.06% +0.06
MET Metlife Inc. New 0.06% +0.06
GM General Motors Co. New 0.06% +0.06
IJR iShares Core S&P Small-Cap E New 0.06% +0.06
LLY Eli Lilly & Co. Add +12.3% 0.23% +0.05
IBM Intl Business Machines Corp. Add +0.0% 1.37% +0.04
VUG Vanguard Mrngstar GR ETF-Sui Add +0.2% 0.29% +0.02
AVGO Broadcom Inc. Add +1.9% 0.15% +0.01
SBUX Starbucks Corp. Add +0.0% 0.50% +0.01
PG The Procter & Gamble Co. Add +5.7% 0.07% −0.00
VIG Vanguard Dividend Apprec ETF Add +0.0% 0.75% −0.02
EEFT Euronet Worldwide Inc. Add +0.3% 1.24% −0.02
SHEL Shell PLC-ADR Add +1.0% 0.11% −0.04
MRK Merck & Co. Inc. Add +0.6% 0.90% −0.04
MDT Medtronic PLC Add +0.0% 0.38% −0.09
ABT Abbott Laboratories Add +0.0% 0.41% −0.11
AMGN Amgen Inc. Add +0.4% 1.29% −0.11
DOX Amdocs Ltd. Add +0.0% 0.25% −0.11
DLB Dolby Laboratories Inc. Class A Add +0.0% 0.46% −0.13
SYK Stryker Corp. Add +0.0% 0.78% −0.13
LOW Lowe's Cos Inc. Add +0.0% 0.69% −0.14
ADBE Adobe Inc. Add +0.4% 0.87% −0.28
INFY Infosys Ltd.-SP ADR Add +0.0% 0.85% −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