Filed: 5/16/2023ACC: 0001630365-23-000004
📋 What this filing means
AIMZ INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 110 equity positions with a total reported market value of $223.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
110
Positions
$223.23M
Total AUM (reported)
2.96M
Total Shares
Allocation by class
COM$161.65M72.4%
SPONSORED ADR$13.71M6.1%
CL A$6.96M3.1%
COM NEW$5.46M2.4%
CAP STK CL A$4.62M2.1%
SHS$4.59M2.1%
CL B NEW$3.60M1.6%
Portfolio Concentration
Top 3$35.53M15.9%
4–10$43.24M19.4%
11–25$54.85M24.6%
Rest$89.61M40.1%
Top 3 weight
15.9%
Top 10 weight
35.3%
Voting Authority Distribution
Total shares with voting rights: 2.96M
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
2.96M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole110
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings110
Rows:
APPLE INC
SOLEShares103K
TypeSH
Market value$16.99M
7.61%
Sole
0.00
Shared
0.00
None
103K
MICROSOFT CORP
SOLEShares33.86K
TypeSH
Market value$9.76M
4.37%
Sole
0.00
Shared
0.00
None
33.86K
REGENERON PHARMACEUTICALS
SOLEShares10.69K
TypeSH
Market value$8.79M
3.94%
Sole
0.00
Shared
0.00
None
10.69K
QUALCOMM INC
SOLEShares64.01K
TypeSH
Market value$8.17M
3.66%
Sole
0.00
Shared
0.00
None
64.01K
VERTEX PHARMACEUTICALS INC
SOLEShares22.67K
TypeSH
Market value$7.14M
3.20%
Sole
0.00
Shared
0.00
None
22.67K
META PLATFORMS INC
SOLEShares31.61K
TypeSH
Market value$6.70M
3.00%
Sole
0.00
Shared
0.00
None
31.61K
GILEAD SCIENCES INC
SOLEShares71.07K
TypeSH
Market value$5.90M
2.64%
Sole
0.00
Shared
0.00
None
71.07K
INFOSYS LTD
SOLEShares327.75K
TypeSH
Market value$5.72M
2.56%
Sole
0.00
Shared
0.00
None
327.75K
PRICE T ROWE GROUP INC
SOLEShares44.27K
TypeSH
Market value$5.00M
2.24%
Sole
0.00
Shared
0.00
None
44.27K
ALPHABET INC
SOLEShares44.52K
TypeSH
Market value$4.62M
2.07%
Sole
0.00
Shared
0.00
None
44.52K
EXPEDITORS INTL WASH INC
SOLEShares41.16K
TypeSH
Market value$4.53M
2.03%
Sole
0.00
Shared
0.00
None
41.16K
C H ROBINSON WORLDWIDE INC
SOLEShares45.06K
TypeSH
Market value$4.48M
2.01%
Sole
0.00
Shared
0.00
None
45.06K
ASTRAZENECA PLC
SOLEShares61.61K
TypeSH
Market value$4.28M
1.92%
Sole
0.00
Shared
0.00
None
61.61K
INCYTE CORP
SOLEShares56.75K
TypeSH
Market value$4.10M
1.84%
Sole
0.00
Shared
0.00
None
56.75K
NETAPP INC
SOLEShares64.20K
TypeSH
Market value$4.10M
1.84%
Sole
0.00
Shared
0.00
None
64.20K
CISCO SYS INC
SOLEShares74.56K
TypeSH
Market value$3.90M
1.75%
Sole
0.00
Shared
0.00
None
74.56K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.66K
TypeSH
Market value$3.60M
1.61%
Sole
0.00
Shared
0.00
None
11.66K
CINTAS CORP
SOLEShares7.71K
TypeSH
Market value$3.57M
1.60%
Sole
0.00
Shared
0.00
None
7.71K
BRISTOL-MYERS SQUIBB CO
SOLEShares50.88K
TypeSH
Market value$3.53M
1.58%
Sole
0.00
Shared
0.00
None
50.88K
AMGEN INC
SOLEShares14.37K
TypeSH
Market value$3.47M
1.56%
Sole
0.00
Shared
0.00
None
14.37K
CHECK POINT SOFTWARE TECH LT
SOLEShares25.16K
TypeSH
Market value$3.27M
1.47%
Sole
0.00
Shared
0.00
None
25.16K
PAYPAL HLDGS INC
SOLEShares41.69K
TypeSH
Market value$3.17M
1.42%
Sole
0.00
Shared
0.00
None
41.69K
MERCK & CO INC
SOLEShares28.72K
TypeSH
Market value$3.06M
1.37%
Sole
0.00
Shared
0.00
None
28.72K
STRYKER CORPORATION
SOLEShares10.30K
TypeSH
Market value$2.94M
1.32%
Sole
0.00
Shared
0.00
None
10.30K
DOLBY LABORATORIES INC
SOLEShares33.55K
TypeSH
Market value$2.87M
1.28%
Sole
0.00
Shared
0.00
None
33.55K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 103K | SH | $16.99M 7.61% | 0.00 | 0.00 | 103K |
MICROSOFT CORPSOLE | COM | 33.86K | SH | $9.76M 4.37% | 0.00 | 0.00 | 33.86K |
REGENERON PHARMACEUTICALSSOLE | COM | 10.69K | SH | $8.79M 3.94% | 0.00 | 0.00 | 10.69K |
QUALCOMM INCSOLE | COM | 64.01K | SH | $8.17M 3.66% | 0.00 | 0.00 | 64.01K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 22.67K | SH | $7.14M 3.20% | 0.00 | 0.00 | 22.67K |
META PLATFORMS INCSOLE | CL A | 31.61K | SH | $6.70M 3.00% | 0.00 | 0.00 | 31.61K |
GILEAD SCIENCES INCSOLE | COM | 71.07K | SH | $5.90M 2.64% | 0.00 | 0.00 | 71.07K |
INFOSYS LTDSOLE | SPONSORED ADR | 327.75K | SH | $5.72M 2.56% | 0.00 | 0.00 | 327.75K |
PRICE T ROWE GROUP INCSOLE | COM | 44.27K | SH | $5.00M 2.24% | 0.00 | 0.00 | 44.27K |
ALPHABET INCSOLE | CAP STK CL A | 44.52K | SH | $4.62M 2.07% | 0.00 | 0.00 | 44.52K |
EXPEDITORS INTL WASH INCSOLE | COM | 41.16K | SH | $4.53M 2.03% | 0.00 | 0.00 | 41.16K |
C H ROBINSON WORLDWIDE INCSOLE | COM NEW | 45.06K | SH | $4.48M 2.01% | 0.00 | 0.00 | 45.06K |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 61.61K | SH | $4.28M 1.92% | 0.00 | 0.00 | 61.61K |
INCYTE CORPSOLE | COM | 56.75K | SH | $4.10M 1.84% | 0.00 | 0.00 | 56.75K |
NETAPP INCSOLE | COM | 64.20K | SH | $4.10M 1.84% | 0.00 | 0.00 | 64.20K |
CISCO SYS INCSOLE | COM | 74.56K | SH | $3.90M 1.75% | 0.00 | 0.00 | 74.56K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.66K | SH | $3.60M 1.61% | 0.00 | 0.00 | 11.66K |
CINTAS CORPSOLE | COM | 7.71K | SH | $3.57M 1.60% | 0.00 | 0.00 | 7.71K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 50.88K | SH | $3.53M 1.58% | 0.00 | 0.00 | 50.88K |
AMGEN INCSOLE | COM | 14.37K | SH | $3.47M 1.56% | 0.00 | 0.00 | 14.37K |
CHECK POINT SOFTWARE TECH LTSOLE | ORD | 25.16K | SH | $3.27M 1.47% | 0.00 | 0.00 | 25.16K |
PAYPAL HLDGS INCSOLE | COM | 41.69K | SH | $3.17M 1.42% | 0.00 | 0.00 | 41.69K |
MERCK & CO INCSOLE | COM | 28.72K | SH | $3.06M 1.37% | 0.00 | 0.00 | 28.72K |
STRYKER CORPORATIONSOLE | COM | 10.30K | SH | $2.94M 1.32% | 0.00 | 0.00 | 10.30K |
DOLBY LABORATORIES INCSOLE | COM CL A | 33.55K | SH | $2.87M 1.28% | 0.00 | 0.00 | 33.55K |
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