Latest AIMZ Investment Advisors, LLC Stock Portfolio

AIMZ Investment Advisors, LLC Performance:

2025 Q3: 6.15%YTD: 7.68%2024: 11.13%

Performance for 2025 Q3 is 6.15%, and YTD is 7.68%, and 2024 is 11.13%.

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 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 $318.7 Millions as of 30 Sep, 2025.

The top stock holdings of AIMZ Investment Advisors, LLC are AAPL, META, MSFT. The fund has invested 6.8% of it's portfolio in APPLE INC and 5.9% of portfolio in META PLATFORMS INC.

The fund managers got completely rid off WALGREENS BOOTS ALLIANCE INC (WBA), ISHARES TR (AMPS) and TEXAS INSTRS INC (TXN) stocks. They significantly reduced their stock positions in VANGUARD INTL EQUITY INDEX F (VEU), MASTERCARD INCORPORATED (MA) and ANALOG DEVICES INC (ADI). AIMZ Investment Advisors, LLC opened new stock positions in VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), UNITEDHEALTH GROUP INC (UNH) and VANGUARD WORLD FD (VAW).

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

Our best estimate is that AIMZ Investment Advisors, LLC made a return of 6.15% in the last quarter. In trailing 12 months, it's portfolio return was 6.81%.

New Buys

Ticker	$ Bought
vanguard index fds	211,841

New stocks bought by AIMZ Investment Advisors, LLC

Additions

Ticker	% Inc.
vanguard index fds	102
unitedhealth group inc	89.81
vanguard world fd	32.18
vanguard specialized funds	27.18
vanguard index fds	24.85
vanguard index fds	15.02
vanguard whitehall fds	4.84
bristol-myers squibb co	1.95

Additions to existing portfolio by AIMZ Investment Advisors, LLC

Reductions

Ticker	% Reduced
vanguard intl equity index f	-12.15
mastercard incorporated	-8.4
analog devices inc	-5.83
alphabet inc	-5.47
intel corp	-4.41
tesla inc	-4.14
pfizer inc	-3.95
kohls corp	-3.66

AIMZ Investment Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
walgreens boots alliance inc	-481,249
ishares tr	-208,546
texas instrs inc	-202,430

AIMZ Investment Advisors, LLC got rid off the above stocks

Sector Distribution

AIMZ Investment Advisors, LLC has about 28.4% of it's holdings in Technology sector.

Sector	%
Technology	28.4
Healthcare	19.5
Others	15.7
Communication Services	13.6
Industrials	8.6
Financial Services	5.6
Consumer Cyclical	4.3
Consumer Defensive	3.1

Market Cap. Distribution

AIMZ Investment Advisors, LLC has about 80.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	41.4
MEGA-CAP	39
UNALLOCATED	15.7
MID-CAP	2.8
SMALL-CAP	1.1

Stocks belong to which Index?

About 80.3% of the stocks held by AIMZ Investment Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	78.1
Others	19.7
RUSSELL 2000	2.2

Top 5 Winners (%)		%
KSS	kohls corp	81.3 %
UI	ubiquiti inc	60.5 %
INTC	intel corp	49.8 %
TSLA	tesla inc	40.0 %
CHRW	c h robinson worldwide inc	38.0 %

Top 5 Winners ($)		$
AAPL	apple inc	4.2 M
GOOG	alphabet inc	3.2 M
GOOG	alphabet inc	2.8 M
CHRW	c h robinson worldwide inc	1.5 M
INCY	incyte corp	1.1 M

Top 5 Losers (%)		%
ISRG	intuitive surgical inc	-17.7 %
UPS	united parcel service inc	-17.3 %
EPAM	epam sys inc	-14.7 %
EEFT	euronet worldwide inc	-13.4 %
CI	the cigna group	-12.8 %

Top 5 Losers ($)		$
VRTX	vertex pharmaceuticals inc	-1.1 M
EPAM	epam sys inc	-0.6 M
ADBE	adobe inc	-0.5 M
CTAS	cintas corp	-0.5 M
CI	the cigna group	-0.4 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 128 stocks in it's portfolio. About 35.6% of the portfolio is in top 10 stocks. VRTX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for AIMZ Investment Advisors, LLC last quarter.

Last Reported on: 12 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.80	85,100	21,668,900	reduced	-0.79

ABBV	abbvie inc	1.14	15,659	3,625,610	reduced	-0.3

ABT	abbott labs	0.70	16,585	2,221,440	added	0.01

ADBE	adobe inc	1.62	14,612	5,154,380	reduced	-0.57

ADI	analog devices inc	0.72	9,279	2,279,850	reduced	-5.83

ADP	automatic data processing in	0.16	1,685	494,548	unchanged	0.00

AFL	aflac inc	0.10	2,834	316,558	unchanged	0.00

ALL	allstate corp	0.07	1,050	225,383	unchanged	0.00

AMAT	applied matls inc	0.13	1,980	405,385	reduced	-3.65

AMGN	amgen inc	1.15	13,032	3,677,710	reduced	-0.67

AMPS	ishares tr	0.24	8,024	763,403	unchanged	0.00

AMPS	ishares tr	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	0.40	5,805	1,274,600	reduced	-0.33

AVGO	broadcom inc	0.13	1,290	425,584	unchanged	0.00

BAC	bank america corp	0.29	17,642	910,151	unchanged	0.00

BEN	franklin resources inc	0.56	77,553	1,793,800	reduced	-3.06

BMY	bristol-myers squibb co	0.76	53,878	2,429,910	added	1.95

CHKP	check point software tech lt	1.52	23,424	4,846,660	unchanged	0.00

CHRW	c h robinson worldwide inc	1.74	41,901	5,547,710	reduced	-0.94

CI	the cigna group	0.85	9,385	2,705,280	unchanged	0.00