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Latest AIMZ Investment Advisors, LLC Stock Portfolio

$323Million– No. of Holdings #139

AIMZ Investment Advisors, LLC Performance:
2026 Q1: -6.2%YTD: -6.2%2025: 13.58%
Performance for 2026 Q1 is -6.2%, and YTD is -6.2%, and 2025 is 13.58%.

About AIMZ Investment Advisors, LLC and 13F Hedge Fund Stock Holdings

AIMZ Investment Advisors, LLC is a hedge fund based in Los Altos, CA. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, AIMZ Investment Advisors, LLC reported an equity portfolio of $323.6 Millions as of 31 Mar, 2026.

The top stock holdings of AIMZ Investment Advisors, LLC are AAPL, META, GOOG. The fund has invested 7.1% of it's portfolio in APPLE INC and 4.4% of portfolio in META PLATFORMS INC.

The fund managers got completely rid off ASTRAZENECA PLC (AZN), TRAVELERS COMPANIES INC (TRV) and GENERAL MTRS CO (GM) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), ISHARES TR (IJR) and FIDELITY COVINGTON TRUST (FBCG). AIMZ Investment Advisors, LLC opened new stock positions in ASTRAZENECA PLC, FIFTH THIRD BANCORP (FITB) and NISOURCE INC (NI). The fund showed a lot of confidence in some stocks as they added substantially to EURONET WORLDWIDE INC (EEFT), BROADCOM INC (AVGO) and INTUITIVE SURGICAL INC (ISRG).
AIMZ Investment Advisors, LLC Equity Portfolio Value
Last Reported on: 15 May, 2026

AIMZ Investment Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that AIMZ Investment Advisors, LLC made a return of -6.2% in the last quarter. In trailing 12 months, it's portfolio return was 9.81%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc5,382,080
fifth third bancorp238,247
ge vernova inc200,767
nisource inc200,638
New stocks bought by AIMZ Investment Advisors, LLC

Additions

Ticker% Inc.
euronet worldwide inc111
broadcom inc7.52
intuitive surgical inc4.75
eli lilly & co4.62
visa inc4.4
tesla inc3.92
amazon com inc3.16
palantir technologies inc1.25
Additions to existing portfolio by AIMZ Investment Advisors, LLC

Reductions

Ticker% Reduced
ishares tr-55.57
ishares tr-21.31
fidelity covington trust-14.93
haleon plc-9.54
alphabet inc-8.16
analog devices inc-6.34
vanguard index fds-6.29
nokia corp-6.28
AIMZ Investment Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
astrazeneca plc-5,127,970
schwab strategic tr-200,253
general mtrs co-213,465
disney walt co-207,289
travelers companies inc-225,596
AIMZ Investment Advisors, LLC got rid off the above stocks

Sector Distribution

AIMZ Investment Advisors, LLC has about 25.7% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Others
  • Communication Services
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Technology25.7
Healthcare21.4
Others17.8
Communication Services12.5
Industrials8.6
Financial Services5.2
Consumer Cyclical3.8
Consumer Defensive3.5

Market Cap. Distribution

AIMZ Investment Advisors, LLC has about 76.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP39.5
LARGE-CAP37.3
UNALLOCATED17.8
MID-CAP4.5

Stocks belong to which Index?

About 77.4% of the stocks held by AIMZ Investment Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50075.5
Others22.6
RUSSELL 20001.9
Top 5 Winners (%)%
UI
ubiquiti inc
42.8 %
COP
conocophillips
41.0 %
XOM
exxon mobil corp
41.0 %
CVX
chevron corporation
35.5 %
AMAT
applied matls inc
32.8 %
Top 5 Winners ($)$
GILD
gilead sciences inc
1.0 M
XOM
exxon mobil corp
0.6 M
WMT
walmart inc
0.6 M
JNJ
johnson & johnson
0.5 M
ADI
analog devices inc
0.4 M
Top 5 Losers (%)%
KSS
kohls corp
-36.0 %
EPAM
epam sys inc
-33.7 %
ADBE
adobe inc
-30.5 %
GLOB
globant s a
-29.4 %
CPRI
capri holdings limited
-27.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-3.2 M
QCOM
qualcomm inc
-2.4 M
META
meta platforms inc
-2.2 M
AAPL
apple inc
-1.6 M
ADBE
adobe inc
-1.6 M

AIMZ Investment Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of AIMZ Investment Advisors, LLC

AIMZ Investment Advisors, LLC has 139 stocks in it's portfolio. About 34% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GILD was the most profitable stock for AIMZ Investment Advisors, LLC last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions