Latest AIMZ Investment Advisors, LLC Stock Portfolio
$268Million
Equity Portfolio Value
Last Reported on: 10 May, 2024
About AIMZ Investment Advisors, LLC and it’s 13F Hedge Fund Stock Holdings
AIMZ Investment Advisors, LLC is a hedge fund based in LOS ALTOS, CA. On 29-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $406.5 Millions. In it's latest 13F Holdings report, AIMZ Investment Advisors, LLC reported an equity portfolio of $268.1 Millions as of 31 Mar, 2024.
The top stock holdings of AIMZ Investment Advisors, LLC are AAPL, META, MSFT. The fund has invested 5.8% of it's portfolio in APPLE INC and 5.7% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off ALLSTATE CORP (ALL) stocks. They significantly reduced their stock positions in SPIRIT AEROSYSTEMS HLDGS INC (SPR), TESLA INC (TSLA) and DOLLAR TREE INC (DLTR). AIMZ Investment Advisors, LLC opened new stock positions in S&P GLOBAL INC (SPGI), DELL TECHNOLOGIES INC (DELL) and DISNEY WALT CO (DIS). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), WALMART INC (WMT) and INCYTE CORP (INCY).
The top stock holdings of AIMZ Investment Advisors, LLC are AAPL, META, MSFT. The fund has invested 5.8% of it's portfolio in APPLE INC and 5.7% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off ALLSTATE CORP (ALL) stocks. They significantly reduced their stock positions in SPIRIT AEROSYSTEMS HLDGS INC (SPR), TESLA INC (TSLA) and DOLLAR TREE INC (DLTR). AIMZ Investment Advisors, LLC opened new stock positions in S&P GLOBAL INC (SPGI), DELL TECHNOLOGIES INC (DELL) and DISNEY WALT CO (DIS). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), WALMART INC (WMT) and INCYTE CORP (INCY).
New Buys
| Ticker | $ Bought |
|---|---|
| S&P GLOBAL INC | 1,328,140 |
| DELL TECHNOLOGIES INC | 249,844 |
| DISNEY WALT CO | 234,564 |
| PROCTER AND GAMBLE CO | 205,409 |
| GENERAL ELECTRIC CO | 205,370 |
| PNC FINL SVCS GROUP INC | 202,000 |
| FUNDX INVT TR | 200,326 |
New stocks bought by AIMZ Investment Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ALPHABET INC | 1,758 |
| WALMART INC | 189 |
| INCYTE CORP | 13.39 |
| INTEL CORP | 2.6 |
| META PLATFORMS INC | 1.86 |
| BRISTOL-MYERS SQUIBB CO | 0.2 |
| INVESCO QQQ TR | 0.16 |
| VANGUARD INDEX FDS | 0.04 |
Additions to existing portfolio by AIMZ Investment Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| SPIRIT AEROSYSTEMS HLDGS INC | -30.68 |
| TESLA INC | -28.37 |
| DOLLAR TREE INC | -14.49 |
| HOME DEPOT INC | -12.96 |
| PPL CORP | -12.09 |
| NOKIA CORP | -10.39 |
| ELEVANCE HEALTH INC | -10.02 |
| NVIDIA CORPORATION | -8.57 |
AIMZ Investment Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ALLSTATE CORP | -223,968 |
AIMZ Investment Advisors, LLC got rid off the above stocks
Current Stock Holdings of AIMZ Investment Advisors, LLC
Last Reported on: 10 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.82 | 90,949 | 15,596,000 | REDUCED | -2.31 | |
| ABBV | ABBVIE INC | 1.09 | 16,064 | 2,925,170 | REDUCED | -1.81 | |
| ABT | ABBOTT LABS | 0.72 | 17,097 | 1,943,260 | REDUCED | -1.72 | |
| ADBE | ADOBE INC | 1.22 | 6,484 | 3,271,830 | REDUCED | -0.23 | |
| ADI | ANALOG DEVICES INC | 0.80 | 10,846 | 2,145,290 | ADDED | 0.01 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 0.16 | 1,685 | 420,812 | UNCHANGED | 0.00 | |
| AFL | AFLAC INC | 0.10 | 3,005 | 258,009 | UNCHANGED | 0.00 | |
| ALL | ALLSTATE CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMAT | APPLIED MATLS INC | 0.16 | 2,085 | 429,990 | UNCHANGED | 0.00 | |
| AMGN | AMGEN INC | 1.45 | 13,692 | 3,892,890 | REDUCED | -3.00 | |
| AMPS | ISHARES TR | 0.25 | 8,024 | 670,646 | UNCHANGED | 0.00 | |
| AMZN | AMAZON COM INC | 0.36 | 5,280 | 952,406 | UNCHANGED | 0.00 | |
| AZN | ASTRAZENECA PLC | 1.50 | 59,214 | 4,011,720 | REDUCED | -1.4 | |
| BAC | BANK AMERICA CORP | 0.27 | 19,089 | 723,855 | REDUCED | -5.33 | |
| BEN | FRANKLIN RESOURCES INC | 0.95 | 90,455 | 2,542,680 | REDUCED | -1.61 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 1.06 | 52,620 | 2,853,570 | ADDED | 0.2 | |
| CHKP | CHECK POINT SOFTWARE TECH LT | 1.47 | 23,964 | 3,930,340 | REDUCED | -2.84 | |
| CHRW | C H ROBINSON WORLDWIDE INC | 1.23 | 43,460 | 3,309,010 | REDUCED | -1.35 | |
| CI | THE CIGNA GROUP | 1.35 | 9,965 | 3,619,240 | REDUCED | -0.45 | |
| COP | CONOCOPHILLIPS | 0.12 | 2,438 | 310,309 | REDUCED | -2.98 | |
| COST | COSTCO WHSL CORP NEW | 0.20 | 740 | 542,146 | UNCHANGED | 0.00 | |
| CPRI | CAPRI HOLDINGS LIMITED | 0.41 | 24,385 | 1,104,640 | REDUCED | -3.18 | |
| CSCO | CISCO SYS INC | 1.35 | 72,542 | 3,620,580 | REDUCED | -1.35 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.36 | 25,000 | 961,750 | UNCHANGED | 0.00 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.15 | 10,500 | 412,440 | UNCHANGED | 0.00 | |
| CTAS | CINTAS CORP | 1.91 | 7,447 | 5,116,310 | REDUCED | -0.33 | |
| CVX | CHEVRON CORP NEW | 0.09 | 1,566 | 247,090 | UNCHANGED | 0.00 | |
| DELL | DELL TECHNOLOGIES INC | 0.09 | 2,190 | 249,844 | NEW | ||
| DIS | DISNEY WALT CO | 0.09 | 1,917 | 234,564 | NEW | ||
| DLB | DOLBY LABORATORIES INC | 1.01 | 32,458 | 2,718,970 | REDUCED | -2.4 | |
| DLTR | DOLLAR TREE INC | 0.34 | 6,920 | 921,398 | REDUCED | -14.49 | |
| DOX | AMDOCS LTD | 0.62 | 18,426 | 1,665,150 | REDUCED | -2.63 | |
| EBAY | EBAY INC. | 0.18 | 8,929 | 471,299 | REDUCED | -7.26 | |
| EEFT | EURONET WORLDWIDE INC | 0.94 | 22,925 | 2,520,140 | UNCHANGED | 0.00 | |
| ELV | ELEVANCE HEALTH INC | 0.08 | 404 | 209,490 | REDUCED | -10.02 | |
| EMR | EMERSON ELEC CO | 0.62 | 14,570 | 1,652,520 | REDUCED | -2.66 | |
| EXPD | EXPEDITORS INTL WASH INC | 1.78 | 39,358 | 4,784,780 | REDUCED | -1.99 | |
| FNDA | SCHWAB STRATEGIC TR | 0.11 | 3,800 | 288,724 | UNCHANGED | 0.00 | |
| GE | GENERAL ELECTRIC CO | 0.08 | 1,170 | 205,370 | NEW | ||
| GILD | GILEAD SCIENCES INC | 1.87 | 68,399 | 5,010,240 | REDUCED | -1.49 | |
| GOOG | ALPHABET INC | 3.06 | 53,902 | 8,207,080 | ADDED | 1,758 | |
| GOOG | ALPHABET INC | 2.45 | 43,561 | 6,574,710 | REDUCED | -1.13 | |
| GPN | GLOBAL PMTS INC | 0.10 | 2,078 | 277,745 | UNCHANGED | 0.00 | |
| GSK | GSK PLC | 1.01 | 62,932 | 2,697,910 | REDUCED | -1.86 | |
| HD | HOME DEPOT INC | 0.67 | 4,700 | 1,802,920 | REDUCED | -12.96 | |
| HIPO | HIPPO HLDGS INC | 0.14 | 20,210 | 369,237 | UNCHANGED | 0.00 | |
| HLN | HALEON PLC | 0.27 | 84,775 | 719,741 | REDUCED | -3.53 | |
| HON | HONEYWELL INTL INC | 0.10 | 1,255 | 257,589 | UNCHANGED | 0.00 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 1.35 | 18,982 | 3,624,710 | REDUCED | -1.54 | |
| INCY | INCYTE CORP | 1.51 | 70,935 | 4,041,170 | ADDED | 13.39 | |
| INFY | INFOSYS LTD | 2.13 | 318,458 | 5,709,960 | REDUCED | -1.71 | |
| INTC | INTEL CORP | 0.65 | 39,722 | 1,754,510 | ADDED | 2.6 | |
| ISRG | INTUITIVE SURGICAL INC | 0.15 | 990 | 395,099 | UNCHANGED | 0.00 | |
| ITW | ILLINOIS TOOL WKS INC | 0.92 | 9,216 | 2,473,050 | REDUCED | -4.15 | |
| JNJ | JOHNSON & JOHNSON | 0.83 | 14,050 | 2,222,590 | REDUCED | -3.43 | |
| JPM | JPMORGAN CHASE & CO | 0.19 | 2,589 | 518,577 | UNCHANGED | 0.00 | |
| KLAC | KLA CORP | 0.26 | 1,007 | 703,460 | UNCHANGED | 0.00 | |
| KO | COCA COLA CO | 0.58 | 25,569 | 1,564,290 | REDUCED | -5.37 | |
| KSS | KOHLS CORP | 0.21 | 19,137 | 557,841 | REDUCED | -3.04 | |
| LLY | ELI LILLY & CO | 0.15 | 503 | 391,314 | UNCHANGED | 0.00 | |
| LOW | LOWES COS INC | 1.12 | 11,807 | 3,007,570 | REDUCED | -7.79 | |
| MA | MASTERCARD INCORPORATED | 0.13 | 714 | 343,838 | UNCHANGED | 0.00 | |
| MCD | MCDONALDS CORP | 0.21 | 1,977 | 557,415 | UNCHANGED | 0.00 | |
| MDT | MEDTRONIC PLC | 0.60 | 18,328 | 1,597,260 | ADDED | 0.03 | |
| META | META PLATFORMS INC | 5.70 | 31,494 | 15,292,900 | ADDED | 1.86 | |
| MMM | 3M CO | 0.19 | 4,798 | 508,887 | REDUCED | -5.88 | |
| MRK | MERCK & CO INC | 1.35 | 27,443 | 3,621,070 | REDUCED | -3.00 | |
| MRVL | MARVELL TECHNOLOGY INC | 0.23 | 8,867 | 628,493 | UNCHANGED | 0.00 | |
| MSFT | MICROSOFT CORP | 4.76 | 30,356 | 12,771,400 | REDUCED | -4.67 | |
| MYGN | MYRIAD GENETICS INC | 0.32 | 39,585 | 843,952 | REDUCED | -2.94 | |
| NFLX | NETFLIX INC | 0.42 | 1,843 | 1,119,310 | UNCHANGED | 0.00 | |
| NOC | NORTHROP GRUMMAN CORP | 0.10 | 530 | 253,690 | UNCHANGED | 0.00 | |
| NOK | NOKIA CORP | 0.03 | 20,700 | 73,278 | REDUCED | -10.39 | |
| NTAP | NETAPP INC | 2.40 | 61,413 | 6,446,530 | REDUCED | -2.87 | |
| NVDA | NVIDIA CORPORATION | 0.32 | 960 | 867,860 | REDUCED | -8.57 | |
| NVS | NOVARTIS AG | 0.49 | 13,478 | 1,303,710 | REDUCED | -0.37 | |
| ORCL | ORACLE CORP | 0.74 | 15,823 | 1,987,500 | REDUCED | -1.25 | |
| PEP | PEPSICO INC | 0.85 | 13,081 | 2,289,310 | UNCHANGED | 0.00 | |
| PFE | PFIZER INC | 0.17 | 16,233 | 450,455 | REDUCED | -4.09 | |
| PG | PROCTER AND GAMBLE CO | 0.08 | 1,266 | 205,409 | NEW | ||
| PNC | PNC FINL SVCS GROUP INC | 0.07 | 1,250 | 202,000 | NEW | ||
| PPL | PPL CORP | 0.12 | 11,633 | 320,256 | REDUCED | -12.09 | |
| PRLB | PROTO LABS INC | 0.63 | 47,473 | 1,697,160 | REDUCED | -0.16 | |
| PYPL | PAYPAL HLDGS INC | 1.40 | 56,062 | 3,755,590 | REDUCED | -0.36 | |
| QCOM | QUALCOMM INC | 3.86 | 61,055 | 10,336,600 | REDUCED | -2.6 | |
| QQQ | INVESCO QQQ TR | 0.10 | 609 | 270,373 | ADDED | 0.16 | |
| REGN | REGENERON PHARMACEUTICALS | 3.65 | 10,169 | 9,787,570 | REDUCED | -2.59 | |
| SBUX | STARBUCKS CORP | 0.19 | 5,611 | 512,809 | REDUCED | -0.85 | |
| SHEL | SHELL PLC | 0.14 | 5,675 | 380,452 | REDUCED | -8.1 | |
| SPGI | S&P GLOBAL INC | 0.50 | 3,122 | 1,328,140 | NEW | ||
| SPR | SPIRIT AEROSYSTEMS HLDGS INC | 0.08 | 6,100 | 220,027 | REDUCED | -30.68 | |
| SPY | SPDR S&P 500 ETF TR | 0.15 | 772 | 403,623 | REDUCED | -2.4 | |
| SRE | SEMPRA | 0.13 | 4,910 | 352,685 | UNCHANGED | 0.00 | |
| SYK | STRYKER CORPORATION | 1.29 | 9,672 | 3,461,370 | REDUCED | -3.73 | |
| T | AT&T INC | 0.10 | 15,798 | 278,045 | REDUCED | -2.47 | |
| TDY | TELEDYNE TECHNOLOGIES INC | 0.66 | 4,091 | 1,756,350 | REDUCED | -2.55 | |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 1.23 | 232,924 | 3,286,560 | REDUCED | -0.04 | |
| TROW | PRICE T ROWE GROUP INC | 2.16 | 47,566 | 5,799,200 | REDUCED | -1.21 | |
| TSLA | TESLA INC | 0.23 | 3,467 | 609,464 | REDUCED | -28.37 | |
| UNH | UNITEDHEALTH GROUP INC | 1.04 | 5,659 | 2,799,700 | REDUCED | -5.51 | |
| UPS | UNITED PARCEL SERVICE INC | 0.37 | 6,750 | 1,003,250 | REDUCED | -6.9 | |
| URBN | URBAN OUTFITTERS INC | 0.73 | 44,956 | 1,951,990 | REDUCED | -2.6 | |
| V | VISA INC | 0.11 | 1,094 | 305,440 | UNCHANGED | 0.00 | |
| VAW | VANGUARD WORLD FD | 0.53 | 5,215 | 1,410,860 | REDUCED | -0.44 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.26 | 11,694 | 685,831 | ADDED | 0.03 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 0.60 | 8,798 | 1,606,580 | REDUCED | -0.37 | |
| VIGI | VANGUARD WHITEHALL FDS | 0.65 | 14,320 | 1,732,580 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 0.82 | 14,182 | 2,211,060 | ADDED | 0.04 | |
| VOO | VANGUARD INDEX FDS | 0.62 | 10,176 | 1,657,210 | REDUCED | -0.34 | |
| VOO | VANGUARD INDEX FDS | 0.11 | 843 | 290,104 | UNCHANGED | 0.00 | |
| VRTX | VERTEX PHARMACEUTICALS INC | 3.40 | 21,816 | 9,119,310 | REDUCED | -2.13 | |
| VZ | VERIZON COMMUNICATIONS INC | 0.08 | 5,025 | 210,834 | REDUCED | -7.65 | |
| WAL | WESTERN ALLIANCE BANCORP | 0.13 | 5,319 | 341,427 | UNCHANGED | 0.00 | |
| WBA | WALGREENS BOOTS ALLIANCE INC | 0.48 | 59,049 | 1,280,770 | REDUCED | -3.01 | |
| WFC | WELLS FARGO CO NEW | 0.27 | 12,330 | 714,647 | REDUCED | -5.19 | |
| WIT | WIPRO LTD | 0.32 | 148,572 | 854,289 | ADDED | 0.01 | |
| WMT | WALMART INC | 1.13 | 50,519 | 3,039,720 | ADDED | 189 | |
| XOM | EXXON MOBIL CORP | 0.56 | 12,936 | 1,503,730 | REDUCED | -2.98 | |
| BERKSHIRE HATHAWAY INC DEL | 1.74 | 11,087 | 4,662,300 | REDUCED | -2.72 | ||
| FUNDX INVT TR | 0.07 | 3,259 | 200,326 | NEW | |||
| MOVELLA HOLDINGS INC | 0.00 | 10,400 | 649 | UNCHANGED | 0.00 |