Grufity logoGrufity logo
StocksFundsScreenerSectorsWatchlists

Latest AIMZ Investment Advisors, LLC Stock Portfolio

$246Million

Equity Portfolio Value
Last Reported on: 29 Jan, 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 $246.8 Millions as of 31 Dec, 2023.

The top stock holdings of AIMZ Investment Advisors, LLC are AAPL, MSFT, META. The fund has invested 7.3% of it's portfolio in APPLE INC and 4.8% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off NEXTGEN HEALTHCARE INC (NXGN), VMWARE INC (VMW) and EMERGENT BIOSOLUTIONS INC (EBS) stocks. They significantly reduced their stock positions in INVESCO QQQ TR (QQQ), WALGREENS BOOTS ALLIANCE INC (WBA) and MARVELL TECHNOLOGY INC (MRVL). AIMZ Investment Advisors, LLC opened new stock positions in EURONET WORLDWIDE INC (EEFT), SPIRIT AEROSYSTEMS HLDGS INC (SPR) and ALLSTATE CORP (ALL). The fund showed a lot of confidence in some stocks as they added substantially to PAYPAL HLDGS INC (PYPL), PRICE T ROWE GROUP INC (TROW) and BRISTOL-MYERS SQUIBB CO (BMY).

New Buys

Ticker$ Bought
EURONET WORLDWIDE INC2,326,660
SPIRIT AEROSYSTEMS HLDGS INC279,664
ALLSTATE CORP223,968
ELEVANCE HEALTH INC211,730
VERIZON COMMUNICATIONS INC205,112

New stocks bought by AIMZ Investment Advisors, LLC

Additions

Ticker% Inc.
PAYPAL HLDGS INC7.55
PRICE T ROWE GROUP INC4.87
BRISTOL-MYERS SQUIBB CO3.97
VANGUARD WORLD FDS1.57
VANGUARD SPECIALIZED FUNDS1.4
VANGUARD WHITEHALL FDS1.24
VANGUARD INDEX FDS0.87
VANGUARD INTL EQUITY INDEX F0.14

Additions to existing portfolio by AIMZ Investment Advisors, LLC

Reductions

Ticker% Reduced
INVESCO QQQ TR-26.57
WALGREENS BOOTS ALLIANCE INC-20.44
MARVELL TECHNOLOGY INC-10.13
APPLIED MATLS INC-6.71
THE CIGNA GROUP-5.43
MICROSOFT CORP-4.14
CAPRI HOLDINGS LIMITED-3.63
ALPHABET INC-3.33

AIMZ Investment Advisors, LLC reduced stake in above stock

Sold off


AIMZ Investment Advisors, LLC got rid off the above stocks

Current Stock Holdings of AIMZ Investment Advisors, LLC

Last Reported on: 29 Jan, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAPLAPPLE INC7.2693,09817,924,100REDUCED-2.03
ABBVABBVIE INC1.0316,3602,535,360REDUCED-1.84
ABTABBOTT LABS0.7817,3961,914,750REDUCED-1.13
ADBEADOBE INC1.576,4993,877,300REDUCED-0.47
ADIANALOG DEVICES INC0.8710,8452,153,360ADDED0.01
ADPAUTOMATIC DATA PROCESSING IN0.161,685392,554UNCHANGED0.00
AFLAFLAC INC0.103,005247,913UNCHANGED0.00
ALLALLSTATE CORP0.091,600223,968NEW
AMATAPPLIED MATLS INC0.142,085337,916REDUCED-6.71
AMGNAMGEN INC1.6514,1154,065,450REDUCED-1.09
AMPSISHARES TR0.258,024626,113UNCHANGED0.00
AMZNAMAZON COM INC0.325,280802,243UNCHANGED0.00
AZNASTRAZENECA PLC1.6460,0544,044,670REDUCED-1.74
BACBANK AMERICA CORP0.2820,164678,922UNCHANGED0.00
BENFRANKLIN RESOURCES INC1.1191,9352,738,750REDUCED-2.11
BMYBRISTOL-MYERS SQUIBB CO1.0952,5152,694,540ADDED3.97
BRKABERKSHIRE HATHAWAY INC DEL1.6511,3974,064,850REDUCED-0.87
CHKPCHECK POINT SOFTWARE TECH LT1.5324,6643,768,410REDUCED-1.2
CHRWC H ROBINSON WORLDWIDE INC1.5444,0563,806,000REDUCED-1.37
CITHE CIGNA GROUP1.2110,0102,997,490REDUCED-5.43
COPCONOCOPHILLIPS0.122,513291,684UNCHANGED0.00
COSTCOSTCO WHSL CORP NEW0.20740488,459UNCHANGED0.00
CPRICAPRI HOLDINGS LIMITED0.5125,1851,265,290REDUCED-3.63
CSCOCISCO SYS INC1.5073,5363,715,020REDUCED-1.07
CSDINVESCO EXCHANGE TRADED FD T0.3625,000880,000UNCHANGED0.00
CSDINVESCO EXCHANGE TRADED FD T0.1610,500393,645UNCHANGED0.00
CTASCINTAS CORP1.827,4724,503,080REDUCED-1.65
CVXCHEVRON CORP NEW0.101,566233,650UNCHANGED0.00
DLBDOLBY LABORATORIES INC1.1633,2552,865,920REDUCED-0.29
DLTRDOLLAR TREE INC0.478,0931,149,610UNCHANGED0.00
DOXAMDOCS LTD0.6718,9241,663,200REDUCED-1.11
EBAYEBAY INC.0.179,628419,965REDUCED-2.02
EBSEMERGENT BIOSOLUTIONS INC0.000.000.00SOLD OFF-100
EEFTEURONET WORLDWIDE INC0.9422,9252,326,660NEW
ELVELEVANCE HEALTH INC0.09449211,730NEW
EMREMERSON ELEC CO0.5914,9681,456,800REDUCED-1.3
EXPDEXPEDITORS INTL WASH INC2.0740,1585,108,130REDUCED-1.74
FNDASCHWAB STRATEGIC TR0.113,800266,380UNCHANGED0.00
GILDGILEAD SCIENCES INC2.2869,4365,624,980REDUCED-1.47
GOOGALPHABET INC2.4944,0616,154,930REDUCED-0.79
GOOGALPHABET INC0.172,900408,697REDUCED-3.33
GPNGLOBAL PMTS INC0.112,078263,906UNCHANGED0.00
GSKGSK PLC0.9664,1272,376,540REDUCED-0.86
HDHOME DEPOT INC0.765,4001,871,370UNCHANGED0.00
HIPOHIPPO HLDGS INC0.0720,210184,315UNCHANGED0.00
HONHONEYWELL INTL INC0.111,255263,186REDUCED-1.18
IBMINTERNATIONAL BUSINESS MACHS1.2819,2793,153,050REDUCED-0.5
INCYINCYTE CORP1.5962,5613,928,210REDUCED-0.79
INFYINFOSYS LTD2.41324,0085,955,270REDUCED-0.34
INTCINTEL CORP0.7938,7151,945,430REDUCED-1.26
ISRGINTUITIVE SURGICAL INC0.14990333,986UNCHANGED0.00
ITWILLINOIS TOOL WKS INC1.029,6152,518,560REDUCED-0.09
JNJJOHNSON & JOHNSON0.9214,5492,280,390REDUCED-0.68
JPMJPMORGAN CHASE & CO0.182,589440,389REDUCED-1.89
KLACKLA CORP0.241,007585,369UNCHANGED0.00
KOCOCA COLA CO0.6427,0191,592,210REDUCED-0.07
KSSKOHLS CORP0.2319,737566,055REDUCED-1.47
LLYELI LILLY & CO0.12503293,209UNCHANGED0.00
LOWLOWES COS INC1.1612,8052,849,820REDUCED-1.53
MAMASTERCARD INCORPORATED0.12714304,526UNCHANGED0.00
MCDMCDONALDS CORP0.241,977586,200UNCHANGED0.00
MDTMEDTRONIC PLC0.6118,3231,509,480ADDED0.03
METAMETA PLATFORMS INC4.4330,91810,943,700REDUCED-0.59
MMM3M CO0.235,098557,271REDUCED-2.43
MRKMERCK & CO INC1.2528,2923,084,340REDUCED-0.59
MRVLMARVELL TECHNOLOGY INC0.228,867534,769REDUCED-10.13
MSFTMICROSOFT CORP4.8531,84211,973,900REDUCED-4.14
MYGNMYRIAD GENETICS INC0.3240,785780,625REDUCED-0.49
NFLXNETFLIX INC0.361,843897,320REDUCED-1.86
NOCNORTHROP GRUMMAN CORP0.10530248,114UNCHANGED0.00
NOKNOKIA CORP0.0323,10079,002REDUCED-0.43
NTAPNETAPP INC2.2663,2295,574,300REDUCED-0.69
NVDANVIDIA CORPORATION0.211,050520,223UNCHANGED0.00
NVSNOVARTIS AG0.5513,5281,365,900REDUCED-1.46
NXGNNEXTGEN HEALTHCARE INC0.000.000.00SOLD OFF-100
ORCLORACLE CORP0.6816,0231,689,280UNCHANGED0.00
PEPPEPSICO INC0.9013,0812,221,680UNCHANGED0.00
PFEPFIZER INC0.2016,926487,287REDUCED-0.17
PPLPPL CORP0.1413,233358,614REDUCED-0.26
PRLBPROTO LABS INC0.7547,5481,852,470REDUCED-0.32
PYPLPAYPAL HLDGS INC1.4056,2623,455,050ADDED7.55
QCOMQUALCOMM INC3.6762,6849,066,040REDUCED-0.84
QQQINVESCO QQQ TR0.10608249,175REDUCED-26.57
REGNREGENERON PHARMACEUTICALS3.7110,4399,168,470REDUCED-1.61
SBUXSTARBUCKS CORP0.225,659543,341UNCHANGED0.00
SHELSHELL PLC0.166,175406,315UNCHANGED0.00
SPRSPIRIT AEROSYSTEMS HLDGS INC0.118,800279,664NEW
SPYSPDR S&P 500 ETF TR0.15791375,919ADDED0.13
SRESEMPRA0.154,910366,924UNCHANGED0.00
SYKSTRYKER CORPORATION1.2210,0473,008,570REDUCED-1.53
TAT&T INC0.1116,198271,802REDUCED-1.82
TDYTELEDYNE TECHNOLOGIES INC0.764,1981,873,530REDUCED-1.15
TEVATEVA PHARMACEUTICAL INDS LTD0.99233,0242,432,770REDUCED-2.37
TROWPRICE T ROWE GROUP INC2.1048,1505,185,280ADDED4.87
TSLATESLA INC0.494,8401,202,640UNCHANGED0.00
UNHUNITEDHEALTH GROUP INC1.285,9893,152,890REDUCED-0.89
UPSUNITED PARCEL SERVICE INC0.467,2501,139,920UNCHANGED0.00
URBNURBAN OUTFITTERS INC0.6746,1561,647,310REDUCED-2.43
VVISA INC0.121,094284,941UNCHANGED0.00
VAWVANGUARD WORLD FDS0.535,2381,313,270ADDED1.57
VEUVANGUARD INTL EQUITY INDEX F0.2711,690656,264ADDED0.14
VIGVANGUARD SPECIALIZED FUNDS0.618,8311,504,830ADDED1.4
VIGIVANGUARD WHITEHALL FDS0.6514,3201,598,540ADDED1.24
VMWVMWARE INC0.000.000.00SOLD OFF-100
VOOVANGUARD INDEX FDS0.8314,1772,055,800REDUCED-0.52
VOOVANGUARD INDEX FDS0.6210,2111,526,520ADDED0.87
VOOVANGUARD INDEX FDS0.11843261,924ADDED0.12
VRTXVERTEX PHARMACEUTICALS INC3.6722,2919,069,980REDUCED-1.17
VZVERIZON COMMUNICATIONS INC0.085,441205,112NEW
WALWESTERN ALLIANCE BANCORP0.145,319349,937UNCHANGED0.00
WBAWALGREENS BOOTS ALLIANCE INC0.6460,8821,589,620REDUCED-20.44
WFCWELLS FARGO CO NEW0.2613,005640,106REDUCED-3.09
WITWIPRO LTD0.34148,560827,481UNCHANGED0.00
WMTWALMART INC1.1117,4392,749,200REDUCED-0.57
XOMEXXON MOBIL CORP0.5413,3331,333,080ADDED0.02
HALEON PLC0.2987,875723,212REDUCED-0.45
MOVELLA HOLDINGS INC0.0010,4006,292UNCHANGED0.00