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Latest AIMZ Investment Advisors, LLC Stock Portfolio

$363Million | No. of Holdings #153

AIMZ Investment Advisors, LLC Performance

2026 Q2+9.13%
YTD+2.36%
2025+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 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, AIMZ Investment Advisors, LLC reported an equity portfolio of $363.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of AIMZ Investment Advisors, LLC are AAPL, GOOG, META. The fund has invested 7.1% of it's portfolio in APPLE INC and 4.1% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off S&P GLOBAL INC (SPGI), HONEYWELL INTL INC (HON) and ALLSTATE CORP (ALL) stocks. They significantly reduced their stock positions in FIFTH THIRD BANCORP (FITB), UBIQUITI INC (UI) and ISHARES TR (ACWF). AIMZ Investment Advisors, LLC opened new stock positions in ZOETIS INC (ZTS), HENRY JACK & ASSOC INC (JKHY) and S&P GLOBAL INC (SPGI). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ELI LILLY & CO (LLY) and PROCTER & GAMBLE CO (PG).
AIMZ Investment Advisors, LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$363Million
  as of Aug 14, 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 9.13% in the last quarter. In trailing 12 months, it's portfolio return was 14.61%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
zoetis inc3,534,790
henry jack & assoc inc2,389,790
s&p global inc1,194,130
micron technology inc722,586
corning inc357,602
palo alto networks inc346,135
texas instrs inc295,984
sitime corp268,402
New stocks bought by AIMZ Investment Advisors, LLC

Additions

Ticker% Inc.
vanguard index fds501
eli lilly & co12.27
procter & gamble co5.72
broadcom inc1.87
shell plc1.01
merck & co inc0.6
marvell technology inc0.53
amgen inc0.4
Additions to existing portfolio by AIMZ Investment Advisors, LLC

Reductions

Ticker% Reduced
fifth third bancorp-19.5
ubiquiti inc-19.05
ishares tr-13.9
haleon plc-10.93
spdr series trust-10.23
sempra-10.18
analog devices inc-9.89
nvidia corporation-7.79
AIMZ Investment Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
s&p global inc-1,247,030
honeywell intl inc-286,606
allstate corp-217,707
AIMZ Investment Advisors, LLC got rid off the above stocks

Sector Distribution

AIMZ Investment Advisors, LLC has about 29.1% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Others
  • Communication Services
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Technology29.1
Healthcare21
Others16.1
Communication Services12.3
Industrials8.5
Financial Services5.3
Consumer Cyclical3.7
Consumer Defensive2.9

Market Cap. Distribution

AIMZ Investment Advisors, LLC has about 79.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
  • SMALL-CAP
Category%
MEGA-CAP42
LARGE-CAP37.6
UNALLOCATED16.1
MID-CAP3.1
SMALL-CAP1.2

Stocks belong to which Index?

About 78.9% 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 50076.8
Others21.1
RUSSELL 20002.1
Top 5 Winners (%)%
INTC
intel corp
216.2 %
MRVL
marvell technology inc
199.2 %
DELL
dell technologies inc
160.9 %
AMAT
applied matls inc
111.2 %
KLAC
kla corp
104.9 %
Top 5 Winners ($)$
AAPL
apple inc
3.2 M
QCOM
qualcomm inc
3.1 M
GOOG
alphabet inc
2.9 M
NTAP
netapp inc
2.9 M
INTC
intel corp
2.8 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
EPAM
epam sys inc
-41.0 %
GLOB
globant s a
-36.8 %
UI
ubiquiti inc
-29.3 %
T
at&t inc
-28.3 %
Top 5 Losers ($)$
VB
vanguard index fds
-2.5 M
REGN
regeneron pharmaceuticals
-1.4 M
EPAM
epam sys inc
-1.2 M
INFY
infosys ltd
-0.9 M
GILD
gilead sciences inc
-0.8 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 153 stocks in it's portfolio. About 33.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for AIMZ Investment Advisors, LLC last quarter.

$363.49MTotal Value
156Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of AIMZ Investment Advisors, LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
AIMZ Investment Advisors, LLC's holding in Ishares Tr over time
0.1%2,040
$357.7K
0.1%
unchanged 0 percentunchanged
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
AIMZ Investment Advisors, LLC's holding in Etf Ser Solutions over time
0.09%2,042
$337.7K
0.09%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
AIMZ Investment Advisors, LLC's holding in Ishares Tr over time
0.06%3,098
$234.8K
0.06%
decreased 13.9 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
AIMZ Investment Advisors, LLC's holding in Spdr Series Trust over time
0.1%12,282
$356.3K
0.1%
decreased 10.23 percentreduced