Filed: 11/15/2022ACC: 0001630365-22-000007
📋 What this filing means
AIMZ INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 106 equity positions with a total reported market value of $197.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
106
Positions
$197.6K
Total AUM (reported)
3.02M
Total Shares
Allocation by class
COM$145.2K73.5%
SPONSORED ADR$12.3K6.2%
COM NEW$4.7K2.4%
CL A$4.5K2.3%
CAP STK CL A$4.2K2.1%
SHS$4.1K2.1%
CL B NEW$3.2K1.6%
Portfolio Concentration
Top 3$29.5K14.9%
4–10$36.8K18.6%
11–25$50.8K25.7%
Rest$80.5K40.7%
Top 3 weight
14.9%
Top 10 weight
33.6%
Voting Authority Distribution
Total shares with voting rights: 3.02M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.02M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole106
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings106
Rows:
APPLE INC
SOLEShares99.16K
TypeSH
Market value$13.7K
6.93%
Sole
0.00
Shared
0.00
None
99.16K
MICROSOFT CORP
SOLEShares35.18K
TypeSH
Market value$8.2K
4.15%
Sole
0.00
Shared
0.00
None
35.18K
REGENERON PHARMACEUTICALS
SOLEShares11.06K
TypeSH
Market value$7.6K
3.86%
Sole
0.00
Shared
0.00
None
11.06K
VERTEX PHARMACEUTICALS INC
SOLEShares23.08K
TypeSH
Market value$6.7K
3.38%
Sole
0.00
Shared
0.00
None
23.08K
QUALCOMM INC
SOLEShares56.30K
TypeSH
Market value$6.4K
3.22%
Sole
0.00
Shared
0.00
None
56.30K
INFOSYS LTD
SOLEShares327.78K
TypeSH
Market value$5.6K
2.81%
Sole
0.00
Shared
0.00
None
327.78K
PRICE T ROWE GROUP INC
SOLEShares44.96K
TypeSH
Market value$4.7K
2.39%
Sole
0.00
Shared
0.00
None
44.96K
META PLATFORMS INC
SOLEShares33.40K
TypeSH
Market value$4.5K
2.29%
Sole
0.00
Shared
0.00
None
33.40K
GILEAD SCIENCES INC
SOLEShares73.43K
TypeSH
Market value$4.5K
2.29%
Sole
0.00
Shared
0.00
None
73.43K
C H ROBINSON WORLDWIDE INC
SOLEShares45.88K
TypeSH
Market value$4.4K
2.24%
Sole
0.00
Shared
0.00
None
45.88K
ALPHABET INC
SOLEShares43.86K
TypeSH
Market value$4.2K
2.12%
Sole
0.00
Shared
0.00
None
43.86K
NETAPP INC
SOLEShares65.67K
TypeSH
Market value$4.1K
2.06%
Sole
0.00
Shared
0.00
None
65.67K
INCYTE CORP
SOLEShares57.18K
TypeSH
Market value$3.8K
1.93%
Sole
0.00
Shared
0.00
None
57.18K
EXPEDITORS INTL WASH INC
SOLEShares42.53K
TypeSH
Market value$3.8K
1.90%
Sole
0.00
Shared
0.00
None
42.53K
BRISTOL-MYERS SQUIBB CO
SOLEShares52.30K
TypeSH
Market value$3.7K
1.88%
Sole
0.00
Shared
0.00
None
52.30K
PAYPAL HLDGS INC
SOLEShares41.17K
TypeSH
Market value$3.5K
1.79%
Sole
0.00
Shared
0.00
None
41.17K
ASTRAZENECA PLC
SOLEShares62.65K
TypeSH
Market value$3.4K
1.74%
Sole
0.00
Shared
0.00
None
62.65K
AMGEN INC
SOLEShares14.86K
TypeSH
Market value$3.4K
1.70%
Sole
0.00
Shared
0.00
None
14.86K
UNITEDHEALTH GROUP INC
SOLEShares6.36K
TypeSH
Market value$3.2K
1.62%
Sole
0.00
Shared
0.00
None
6.36K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.81K
TypeSH
Market value$3.2K
1.60%
Sole
0.00
Shared
0.00
None
11.81K
CINTAS CORP
SOLEShares8.06K
TypeSH
Market value$3.1K
1.58%
Sole
0.00
Shared
0.00
None
8.06K
CISCO SYS INC
SOLEShares75.77K
TypeSH
Market value$3.0K
1.53%
Sole
0.00
Shared
0.00
None
75.77K
CIGNA CORP NEW
SOLEShares10.83K
TypeSH
Market value$3.0K
1.52%
Sole
0.00
Shared
0.00
None
10.83K
CHECK POINT SOFTWARE TECH LT
SOLEShares25.31K
TypeSH
Market value$2.8K
1.44%
Sole
0.00
Shared
0.00
None
25.31K
MERCK & CO INC
SOLEShares29.60K
TypeSH
Market value$2.5K
1.29%
Sole
0.00
Shared
0.00
None
29.60K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 99.16K | SH | $13.7K 6.93% | 0.00 | 0.00 | 99.16K |
MICROSOFT CORPSOLE | COM | 35.18K | SH | $8.2K 4.15% | 0.00 | 0.00 | 35.18K |
REGENERON PHARMACEUTICALSSOLE | COM | 11.06K | SH | $7.6K 3.86% | 0.00 | 0.00 | 11.06K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 23.08K | SH | $6.7K 3.38% | 0.00 | 0.00 | 23.08K |
QUALCOMM INCSOLE | COM | 56.30K | SH | $6.4K 3.22% | 0.00 | 0.00 | 56.30K |
INFOSYS LTDSOLE | SPONSORED ADR | 327.78K | SH | $5.6K 2.81% | 0.00 | 0.00 | 327.78K |
PRICE T ROWE GROUP INCSOLE | COM | 44.96K | SH | $4.7K 2.39% | 0.00 | 0.00 | 44.96K |
META PLATFORMS INCSOLE | CL A | 33.40K | SH | $4.5K 2.29% | 0.00 | 0.00 | 33.40K |
GILEAD SCIENCES INCSOLE | COM | 73.43K | SH | $4.5K 2.29% | 0.00 | 0.00 | 73.43K |
C H ROBINSON WORLDWIDE INCSOLE | COM NEW | 45.88K | SH | $4.4K 2.24% | 0.00 | 0.00 | 45.88K |
ALPHABET INCSOLE | CAP STK CL A | 43.86K | SH | $4.2K 2.12% | 0.00 | 0.00 | 43.86K |
NETAPP INCSOLE | COM | 65.67K | SH | $4.1K 2.06% | 0.00 | 0.00 | 65.67K |
INCYTE CORPSOLE | COM | 57.18K | SH | $3.8K 1.93% | 0.00 | 0.00 | 57.18K |
EXPEDITORS INTL WASH INCSOLE | COM | 42.53K | SH | $3.8K 1.90% | 0.00 | 0.00 | 42.53K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 52.30K | SH | $3.7K 1.88% | 0.00 | 0.00 | 52.30K |
PAYPAL HLDGS INCSOLE | COM | 41.17K | SH | $3.5K 1.79% | 0.00 | 0.00 | 41.17K |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 62.65K | SH | $3.4K 1.74% | 0.00 | 0.00 | 62.65K |
AMGEN INCSOLE | COM | 14.86K | SH | $3.4K 1.70% | 0.00 | 0.00 | 14.86K |
UNITEDHEALTH GROUP INCSOLE | COM | 6.36K | SH | $3.2K 1.62% | 0.00 | 0.00 | 6.36K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.81K | SH | $3.2K 1.60% | 0.00 | 0.00 | 11.81K |
CINTAS CORPSOLE | COM | 8.06K | SH | $3.1K 1.58% | 0.00 | 0.00 | 8.06K |
CISCO SYS INCSOLE | COM | 75.77K | SH | $3.0K 1.53% | 0.00 | 0.00 | 75.77K |
CIGNA CORP NEWSOLE | COM | 10.83K | SH | $3.0K 1.52% | 0.00 | 0.00 | 10.83K |
CHECK POINT SOFTWARE TECH LTSOLE | ORD | 25.31K | SH | $2.8K 1.44% | 0.00 | 0.00 | 25.31K |
MERCK & CO INCSOLE | COM | 29.60K | SH | $2.5K 1.29% | 0.00 | 0.00 | 29.60K |
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