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Q2 2026 13F · SEC CIK 1630365

AIMZ Investment Advisors, LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$363.5M
Reported positions
153
Top holdings a year, 3 yrs
+15.2%
Assets under management
$584.8M

AIMZ Investment Advisors, LLC is a wealth manager that reported 153 positions worth $363.5M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Apple Inc (AAPL, 7.1%), Alphabet Inc (GOOGL, 4.1%), Meta Platforms Inc Class A (META, 3.9%). A portfolio copying its top holdings returned 15.2% a year over the last 3 years, against 20.4% for the S&P 500.

AIMZ Investment Advisors, LLC holdings largest 50 of 153 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

AIMZ Investment Advisors, LLC 13F holdings
Stock% of 13F valueShare changeReported value
AAPLApple Inc7.1%-1.1%$25.9M
GOOGLAlphabet Inc4.1%-0.7%$15.0M
METAMeta Platforms Inc Class A3.9%+0.0%$14.1M
GOOGAlphabet Inc3.7%-3.0%$13.6M
MSFTMicrosoft Corp2.9%-0.2%$10.4M
QCOMQualcomm Inc2.8%-0.2%$10.3M
VRTXVertex Pharmaceuticals Inc2.7%-0.1%$9.9M
NTAPNetapp Inc2.3%+0.0%$8.5M
GILDGilead Sciences2.1%-0.0%$7.7M
CSCOCisco Sys Inc2.1%-0.4%$7.7M
CHRWC H Robinson Worldwide in2.1%-0.8%$7.6M
INCYIncyte Corp2.0%-0.0%$7.4M
TEVATeva Pharmaceutical Inds Ltd2.0%-0.9%$7.2M
UNHUnitedhealth Group Inc Com1.7%+0.0%$6.3M
EXPDExpeditors International of Wa1.7%-0.8%$6.0M
REGNRegeneron Pharmaceuticals1.6%+0.0%$5.9M
TROWT. Rowe Price Group Inc.1.5%-0.0%$5.5M
WMTWalmart Inc1.4%-0.5%$5.2M
BRK-BBerkshire Hathaway Inc Del1.4%+0.0%$5.2M
AZNAstrazeneca PLC Ord1.4%-0.3%$5.2M
IBMInternational Business Machs1.4%+0.0%$5.0M
AMGNAmgen Inc Com1.3%+0.4%$4.7M
EEFTEuronet Worldwide Inc1.2%+0.3%$4.5M
GMABGenmab A/s1.2%+0.0%$4.4M
CTASCintas Corp1.2%+0.0%$4.2M
INTCIntel Corp1.1%—$4.0M
NVDANvidia Corporation Com1.1%-7.8%$4.0M
ABBVAbbvie Inc1.1%-0.8%$3.9M
JNJJohnson & Johnson1.0%-1.2%$3.5M
ZTSZoetis Inc1.0%—$3.5M
VOEVanguard Index Fds0.9%-4.1%$3.4M
NICENice Ltd0.9%-2.7%$3.3M
MRKMerck & Co. Inc0.9%+0.6%$3.3M
PRLBProto Labs Inc0.9%+0.0%$3.2M
ADBEAdobe Inc0.9%+0.4%$3.1M
ADIAnalog Devices Inc0.9%-9.9%$3.1M
GSKGsk PLC0.9%-0.2%$3.1M
INFYInfosys Ltd0.8%+0.0%$3.1M
BMYBristol-Myers Squibb Co Com0.8%+0.0%$3.0M
CHKPCheck Point Software Tech Lt0.8%+0.0%$3.0M
KLACKla Corp0.8%—$3.0M
VTVVanguard Value ETF0.8%-0.0%$2.9M
SYKStryker Corporation0.8%+0.0%$2.8M
URBNUrban Outfitters Inc0.8%-3.7%$2.8M
VIGVanguard Dividend Appreciation ETF0.7%+0.0%$2.7M
VYMVym0.7%-3.8%$2.7M
CIThe Cigna Group0.7%-0.3%$2.5M
TDYTeledyne Technologies Inc0.7%-0.1%$2.5M
LOWLowes Cos Inc0.7%+0.0%$2.5M
BENFranklin Resources Inc0.7%—$2.5M

What AIMZ Investment Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year
+16.2% /yr
S&P 500 +20.1%
3 years
+15.2% /yr
S&P 500 +20.4%
5 years
+8.8% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$363.5M153
Q1 2026$323.6M139
Q4 2025$349.6M140
Q3 2025$318.7M128
Q2 2025$298.7M130
Q1 2025$286.4M125
Q4 2024$287.9M124
Q3 2024$293.0M124
Q2 2024$279.0M119
Q1 2024$268.1M120
Q4 2023$246.8M114
Q3 2023$224.9M112

Questions about AIMZ Investment Advisors, LLC's portfolio

What stocks does AIMZ Investment Advisors, LLC own?

AIMZ Investment Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 153 positions worth $363.5M. The largest are Apple Inc (AAPL) at 7.1%, Alphabet Inc (GOOGL) at 4.1%, Meta Platforms Inc Class A (META) at 3.9%, Alphabet Inc (GOOG) at 3.7% and Microsoft Corp (MSFT) at 2.9%.

What did AIMZ Investment Advisors, LLC buy last quarter?

AIMZ Investment Advisors, LLC opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did AIMZ Investment Advisors, LLC sell last quarter?

In Q2 2026, AIMZ Investment Advisors, LLC cut from its top 50 Epam Sys Inc (EPAM), cut from its top 50 Paypal Hldgs Inc (PYPL), cut from its top 50 Illinois Tool Works Inc. (ITW), cut from its top 50 Exxon Mobil Corp (XOM), Analog Devices Inc (ADI) (-9.9% shares) and Nvidia Corporation Com (NVDA) (-7.8% shares), compared with its Q1 2026 filing.

How has AIMZ Investment Advisors, LLC's portfolio performed?

A portfolio copying AIMZ Investment Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.2% against +20.1%. Over 5 years: +8.8% a year against +11.6%.

When is AIMZ Investment Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. AIMZ Investment Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does AIMZ Investment Advisors, LLC manage?

AIMZ Investment Advisors, LLC reported $584.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $363.5M.