Filed: 2/10/2023ACC: 0001630365-23-000002
📋 What this filing means
AIMZ INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 113 equity positions with a total reported market value of $211.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
113
Positions
$211.9K
Total AUM (reported)
2.98M
Total Shares
Allocation by class
COM$155.2K73.3%
SPONSORED ADR$13.8K6.5%
COM NEW$4.9K2.3%
SHS$4.7K2.2%
CL A$4.1K1.9%
CAP STK CL A$3.9K1.9%
CL B NEW$3.6K1.7%
Portfolio Concentration
Top 3$29.6K14.0%
4–10$39.6K18.7%
11–25$54.4K25.7%
Rest$88.2K41.6%
Top 3 weight
14.0%
Top 10 weight
32.7%
Voting Authority Distribution
Total shares with voting rights: 2.98M
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
2.98M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole113
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings113
Rows:
APPLE INC
SOLEShares104.01K
TypeSH
Market value$13.5K
6.38%
Sole
0.00
Shared
0.00
None
104.01K
MICROSOFT CORP
SOLEShares34.55K
TypeSH
Market value$8.3K
3.91%
Sole
0.00
Shared
0.00
None
34.55K
REGENERON PHARMACEUTICALS
SOLEShares10.84K
TypeSH
Market value$7.8K
3.69%
Sole
0.00
Shared
0.00
None
10.84K
QUALCOMM INC
SOLEShares65.07K
TypeSH
Market value$7.2K
3.38%
Sole
0.00
Shared
0.00
None
65.07K
VERTEX PHARMACEUTICALS INC
SOLEShares22.86K
TypeSH
Market value$6.6K
3.12%
Sole
0.00
Shared
0.00
None
22.86K
GILEAD SCIENCES INC
SOLEShares72.19K
TypeSH
Market value$6.2K
2.93%
Sole
0.00
Shared
0.00
None
72.19K
INFOSYS LTD
SOLEShares327.75K
TypeSH
Market value$5.9K
2.79%
Sole
0.00
Shared
0.00
None
327.75K
PRICE T ROWE GROUP INC
SOLEShares44.55K
TypeSH
Market value$4.9K
2.29%
Sole
0.00
Shared
0.00
None
44.55K
INCYTE CORP
SOLEShares56.78K
TypeSH
Market value$4.6K
2.15%
Sole
0.00
Shared
0.00
None
56.78K
EXPEDITORS INTL WASH INC
SOLEShares41.64K
TypeSH
Market value$4.3K
2.04%
Sole
0.00
Shared
0.00
None
41.64K
ASTRAZENECA PLC
SOLEShares62.63K
TypeSH
Market value$4.2K
2.00%
Sole
0.00
Shared
0.00
None
62.63K
C H ROBINSON WORLDWIDE INC
SOLEShares45.33K
TypeSH
Market value$4.2K
1.96%
Sole
0.00
Shared
0.00
None
45.33K
ALPHABET INC
SOLEShares44.53K
TypeSH
Market value$3.9K
1.85%
Sole
0.00
Shared
0.00
None
44.53K
NETAPP INC
SOLEShares65.28K
TypeSH
Market value$3.9K
1.85%
Sole
0.00
Shared
0.00
None
65.28K
META PLATFORMS INC
SOLEShares31.61K
TypeSH
Market value$3.8K
1.80%
Sole
0.00
Shared
0.00
None
31.61K
AMGEN INC
SOLEShares14.44K
TypeSH
Market value$3.8K
1.79%
Sole
0.00
Shared
0.00
None
14.44K
BRISTOL-MYERS SQUIBB CO
SOLEShares51.78K
TypeSH
Market value$3.7K
1.76%
Sole
0.00
Shared
0.00
None
51.78K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.80K
TypeSH
Market value$3.6K
1.72%
Sole
0.00
Shared
0.00
None
11.80K
CISCO SYS INC
SOLEShares75.08K
TypeSH
Market value$3.6K
1.69%
Sole
0.00
Shared
0.00
None
75.08K
CIGNA CORP NEW
SOLEShares10.64K
TypeSH
Market value$3.5K
1.66%
Sole
0.00
Shared
0.00
None
10.64K
CINTAS CORP
SOLEShares7.76K
TypeSH
Market value$3.5K
1.65%
Sole
0.00
Shared
0.00
None
7.76K
MERCK & CO INC
SOLEShares29.37K
TypeSH
Market value$3.3K
1.54%
Sole
0.00
Shared
0.00
None
29.37K
UNITEDHEALTH GROUP INC
SOLEShares6.05K
TypeSH
Market value$3.2K
1.51%
Sole
0.00
Shared
0.00
None
6.05K
CHECK POINT SOFTWARE TECH LT
SOLEShares25.19K
TypeSH
Market value$3.2K
1.50%
Sole
0.00
Shared
0.00
None
25.19K
PAYPAL HLDGS INC
SOLEShares41.84K
TypeSH
Market value$3.0K
1.41%
Sole
0.00
Shared
0.00
None
41.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 104.01K | SH | $13.5K 6.38% | 0.00 | 0.00 | 104.01K |
MICROSOFT CORPSOLE | COM | 34.55K | SH | $8.3K 3.91% | 0.00 | 0.00 | 34.55K |
REGENERON PHARMACEUTICALSSOLE | COM | 10.84K | SH | $7.8K 3.69% | 0.00 | 0.00 | 10.84K |
QUALCOMM INCSOLE | COM | 65.07K | SH | $7.2K 3.38% | 0.00 | 0.00 | 65.07K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 22.86K | SH | $6.6K 3.12% | 0.00 | 0.00 | 22.86K |
GILEAD SCIENCES INCSOLE | COM | 72.19K | SH | $6.2K 2.93% | 0.00 | 0.00 | 72.19K |
INFOSYS LTDSOLE | SPONSORED ADR | 327.75K | SH | $5.9K 2.79% | 0.00 | 0.00 | 327.75K |
PRICE T ROWE GROUP INCSOLE | COM | 44.55K | SH | $4.9K 2.29% | 0.00 | 0.00 | 44.55K |
INCYTE CORPSOLE | COM | 56.78K | SH | $4.6K 2.15% | 0.00 | 0.00 | 56.78K |
EXPEDITORS INTL WASH INCSOLE | COM | 41.64K | SH | $4.3K 2.04% | 0.00 | 0.00 | 41.64K |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 62.63K | SH | $4.2K 2.00% | 0.00 | 0.00 | 62.63K |
C H ROBINSON WORLDWIDE INCSOLE | COM NEW | 45.33K | SH | $4.2K 1.96% | 0.00 | 0.00 | 45.33K |
ALPHABET INCSOLE | CAP STK CL A | 44.53K | SH | $3.9K 1.85% | 0.00 | 0.00 | 44.53K |
NETAPP INCSOLE | COM | 65.28K | SH | $3.9K 1.85% | 0.00 | 0.00 | 65.28K |
META PLATFORMS INCSOLE | CL A | 31.61K | SH | $3.8K 1.80% | 0.00 | 0.00 | 31.61K |
AMGEN INCSOLE | COM | 14.44K | SH | $3.8K 1.79% | 0.00 | 0.00 | 14.44K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 51.78K | SH | $3.7K 1.76% | 0.00 | 0.00 | 51.78K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.80K | SH | $3.6K 1.72% | 0.00 | 0.00 | 11.80K |
CISCO SYS INCSOLE | COM | 75.08K | SH | $3.6K 1.69% | 0.00 | 0.00 | 75.08K |
CIGNA CORP NEWSOLE | COM | 10.64K | SH | $3.5K 1.66% | 0.00 | 0.00 | 10.64K |
CINTAS CORPSOLE | COM | 7.76K | SH | $3.5K 1.65% | 0.00 | 0.00 | 7.76K |
MERCK & CO INCSOLE | COM | 29.37K | SH | $3.3K 1.54% | 0.00 | 0.00 | 29.37K |
UNITEDHEALTH GROUP INCSOLE | COM | 6.05K | SH | $3.2K 1.51% | 0.00 | 0.00 | 6.05K |
CHECK POINT SOFTWARE TECH LTSOLE | ORD | 25.19K | SH | $3.2K 1.50% | 0.00 | 0.00 | 25.19K |
PAYPAL HLDGS INCSOLE | COM | 41.84K | SH | $3.0K 1.41% | 0.00 | 0.00 | 41.84K |
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