Latest AIMZ Investment Advisors, LLC Stock Portfolio

AIMZ Investment Advisors, LLC Performance:

2025 Q4: 5.21%YTD: 13.58%2024: 14.05%

Performance for 2025 Q4 is 5.21%, and YTD is 13.58%, and 2024 is 14.05%.

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 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, AIMZ Investment Advisors, LLC reported an equity portfolio of $349.6 Millions as of 31 Dec, 2025.

The top stock holdings of AIMZ Investment Advisors, LLC are AAPL, META, MSFT. The fund has invested 7.2% of it's portfolio in APPLE INC and 4.8% of portfolio in META PLATFORMS INC.

The fund managers got completely rid off SPIRIT AEROSYSTEMS HLDGS INC (SPR), BERKLEY W R CORP (WRB) and GLOBAL PMTS INC (GPN) stocks. They significantly reduced their stock positions in KOHLS CORP (KSS), PALANTIR TECHNOLOGIES INC (PLTR) and GLOBANT S A (GLOB). AIMZ Investment Advisors, LLC opened new stock positions in NICE LTD (NICE), FACTSET RESH SYS INC (FDS) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD INTL EQUITY INDEX F (VEU) and EURONET WORLDWIDE INC (EEFT).

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

Our best estimate is that AIMZ Investment Advisors, LLC made a return of 5.21% in the last quarter. In trailing 12 months, it's portfolio return was 13.58%.

Performance
S&P 500

New Buys

Ticker	$ Bought
nice ltd	4,315,300
factset resh sys inc	2,517,460
ishares tr	565,253
ishares tr	562,182
vanguard index fds	424,465
spdr series trust	400,609
fidelity covington trust	376,187
ishares tr	365,984

New stocks bought by AIMZ Investment Advisors, LLC

Additions

Ticker	% Inc.
vanguard index fds	129
vanguard intl equity index f	47.8
euronet worldwide inc	27.09
vanguard world fd	22.79
vanguard specialized funds	22.3
vanguard whitehall fds	21.51
vanguard index fds	19.96
vanguard index fds	15.44

Additions to existing portfolio by AIMZ Investment Advisors, LLC

Reductions

Ticker	% Reduced
kohls corp	-21.15
palantir technologies inc	-16.39
globant s a	-16.25
capri holdings limited	-8.78
haleon plc	-8.71
bank america corp	-7.92
pfizer inc	-7.88
marvell technology inc	-7.77

AIMZ Investment Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
spirit aerosystems hldgs inc	-235,460
berkley w r corp	-214,536
global pmts inc	-212,436
metlife inc	-204,937

AIMZ Investment Advisors, LLC got rid off the above stocks

Sector Distribution

AIMZ Investment Advisors, LLC has about 26.7% of it's holdings in Technology sector.

Sector	%
Technology	26.7
Healthcare	20.2
Others	17.9
Communication Services	13.3
Industrials	8.2
Financial Services	5.7
Consumer Cyclical	4
Consumer Defensive	3

Market Cap. Distribution

AIMZ Investment Advisors, LLC has about 76.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	40.1
LARGE-CAP	36.6
UNALLOCATED	17.9
MID-CAP	4.6

Stocks belong to which Index?

About 77.9% of the stocks held by AIMZ Investment Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	76
Others	22
RUSSELL 2000	1.9

Top 5 Winners (%)		%
TEVA	teva pharmaceutical inds ltd	54.3 %
LLY	eli lilly & co	40.9 %
REGN	regeneron pharmaceuticals	37.1 %
EPAM	epam sys inc	35.7 %
NOK	nokia corp	34.5 %

Top 5 Winners ($)		$
GOOG	alphabet inc	3.1 M
GOOG	alphabet inc	3.0 M
TEVA	teva pharmaceutical inds ltd	2.4 M
REGN	regeneron pharmaceuticals	2.0 M
AAPL	apple inc	1.5 M

Top 5 Losers (%)		%
ORCL	oracle corp	-29.8 %
NFLX	netflix inc	-21.6 %
HIPO	hippo hldgs inc	-16.8 %
UI	ubiquiti inc	-16.2 %
HD	home depot inc	-15.1 %

Top 5 Losers ($)		$
META	meta platforms inc	-1.9 M
ORCL	oracle corp	-1.2 M
MSFT	microsoft corp	-1.0 M
NTAP	netapp inc	-0.6 M
NFLX	netflix inc	-0.5 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 140 stocks in it's portfolio. About 35.4% of the portfolio is in top 10 stocks. META proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for AIMZ Investment Advisors, LLC last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	7.15	91,909	24,986,400	added	8.00

AAXJ	ishares tr	0.10	2,040	365,984	new

ABBV	abbvie inc	1.02	15,561	3,555,600	reduced	-0.63

ABT	abbott labs	0.59	16,487	2,065,610	reduced	-0.59

ACIO	etf ser solutions	0.06	2,042	223,926	new

ACWF	ishares tr	0.16	8,098	562,182	new

ADBE	adobe inc	1.54	15,362	5,376,550	added	5.13

ADI	analog devices inc	0.72	9,280	2,516,720	added	0.01

ADP	automatic data processing in	0.12	1,685	433,433	unchanged	0.00

AFL	aflac inc	0.09	2,834	312,505	unchanged	0.00

ALL	allstate corp	0.06	1,050	218,558	unchanged	0.00

AMAT	applied matls inc	0.14	1,845	474,147	reduced	-6.82

AMGN	amgen inc	1.21	12,944	4,236,700	reduced	-0.68

AMPS	ishares tr	0.22	8,024	755,540	unchanged	0.00

AMZN	amazon com inc	0.38	5,821	1,343,490	added	0.28

AVGO	broadcom inc	0.13	1,290	446,469	unchanged	0.00

AZN	astrazeneca plc	1.47	55,781	5,127,970	reduced	-0.85

BA	boeing co	0.10	1,527	331,542	new

BAC	bank america corp	0.26	16,244	893,420	reduced	-7.92

BEN	franklin resources inc	0.52	76,732	1,833,140	reduced	-1.06