Filed: 11/13/2024ACC: 0001630365-24-000009
📋 What this filing means
AIMZ INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 124 equity positions with a total reported market value of $292.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
124
Positions
$292.96M
Total AUM (reported)
2.94M
Total Shares
Allocation by class
COM$199.57M68.1%
CL A$17.39M5.9%
SPONSORED ADR$15.60M5.3%
CAP STK CL C$8.60M2.9%
CAP STK CL A$7.16M2.4%
COM NEW$6.36M2.2%
CL B NEW$5.01M1.7%
Portfolio Concentration
Top 3$49.89M17.0%
4–10$60.35M20.6%
11–25$70.54M24.1%
Rest$112.18M38.3%
Top 3 weight
17.0%
Top 10 weight
37.6%
Voting Authority Distribution
Total shares with voting rights: 2.94M
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
2.94M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole124
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings124
Rows:
APPLE INC
SOLEShares88.23K
TypeSH
Market value$20.56M
7.02%
Sole
0.00
Shared
0.00
None
88.23K
META PLATFORMS INC
SOLEShares29.30K
TypeSH
Market value$16.77M
5.72%
Sole
0.00
Shared
0.00
None
29.30K
MICROSOFT CORP
SOLEShares29.18K
TypeSH
Market value$12.56M
4.29%
Sole
0.00
Shared
0.00
None
29.18K
REGENERON PHARMACEUTICALS
SOLEShares9.91K
TypeSH
Market value$10.42M
3.56%
Sole
0.00
Shared
0.00
None
9.91K
QUALCOMM INC
SOLEShares59.01K
TypeSH
Market value$10.04M
3.43%
Sole
0.00
Shared
0.00
None
59.01K
VERTEX PHARMACEUTICALS INC
SOLEShares21.26K
TypeSH
Market value$9.89M
3.38%
Sole
0.00
Shared
0.00
None
21.26K
ALPHABET INC
SOLEShares51.43K
TypeSH
Market value$8.60M
2.94%
Sole
0.00
Shared
0.00
None
51.43K
NETAPP INC
SOLEShares59.30K
TypeSH
Market value$7.32M
2.50%
Sole
0.00
Shared
0.00
None
59.30K
ALPHABET INC
SOLEShares43.19K
TypeSH
Market value$7.16M
2.44%
Sole
0.00
Shared
0.00
None
43.19K
INFOSYS LTD
SOLEShares310.86K
TypeSH
Market value$6.92M
2.36%
Sole
0.00
Shared
0.00
None
310.86K
CINTAS CORP
SOLEShares27.59K
TypeSH
Market value$5.68M
1.94%
Sole
0.00
Shared
0.00
None
27.59K
GILEAD SCIENCES INC
SOLEShares67.48K
TypeSH
Market value$5.66M
1.93%
Sole
0.00
Shared
0.00
None
67.48K
PRICE T ROWE GROUP INC
SOLEShares47.19K
TypeSH
Market value$5.14M
1.75%
Sole
0.00
Shared
0.00
None
47.19K
EXPEDITORS INTL WASH INC
SOLEShares39.09K
TypeSH
Market value$5.14M
1.75%
Sole
0.00
Shared
0.00
None
39.09K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.88K
TypeSH
Market value$5.01M
1.71%
Sole
0.00
Shared
0.00
None
10.88K
C H ROBINSON WORLDWIDE INC
SOLEShares43.02K
TypeSH
Market value$4.75M
1.62%
Sole
0.00
Shared
0.00
None
43.02K
INCYTE CORP
SOLEShares69.83K
TypeSH
Market value$4.62M
1.58%
Sole
0.00
Shared
0.00
None
69.83K
CHECK POINT SOFTWARE TECH LT
SOLEShares23.94K
TypeSH
Market value$4.62M
1.58%
Sole
0.00
Shared
0.00
None
23.94K
ASTRAZENECA PLC
SOLEShares58.09K
TypeSH
Market value$4.53M
1.55%
Sole
0.00
Shared
0.00
None
58.09K
EPAM SYS INC
SOLEShares22.64K
TypeSH
Market value$4.51M
1.54%
Sole
0.00
Shared
0.00
None
22.64K
PAYPAL HLDGS INC
SOLEShares55.46K
TypeSH
Market value$4.33M
1.48%
Sole
0.00
Shared
0.00
None
55.46K
AMGEN INC
SOLEShares13.37K
TypeSH
Market value$4.31M
1.47%
Sole
0.00
Shared
0.00
None
13.37K
INTERNATIONAL BUSINESS MACHS
SOLEShares18.78K
TypeSH
Market value$4.15M
1.42%
Sole
0.00
Shared
0.00
None
18.78K
TEVA PHARMACEUTICAL INDS LTD
SOLEShares227.62K
TypeSH
Market value$4.10M
1.40%
Sole
0.00
Shared
0.00
None
227.62K
WALMART INC
SOLEShares49.80K
TypeSH
Market value$4.02M
1.37%
Sole
0.00
Shared
0.00
None
49.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 88.23K | SH | $20.56M 7.02% | 0.00 | 0.00 | 88.23K |
META PLATFORMS INCSOLE | CL A | 29.30K | SH | $16.77M 5.72% | 0.00 | 0.00 | 29.30K |
MICROSOFT CORPSOLE | COM | 29.18K | SH | $12.56M 4.29% | 0.00 | 0.00 | 29.18K |
REGENERON PHARMACEUTICALSSOLE | COM | 9.91K | SH | $10.42M 3.56% | 0.00 | 0.00 | 9.91K |
QUALCOMM INCSOLE | COM | 59.01K | SH | $10.04M 3.43% | 0.00 | 0.00 | 59.01K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 21.26K | SH | $9.89M 3.38% | 0.00 | 0.00 | 21.26K |
ALPHABET INCSOLE | CAP STK CL C | 51.43K | SH | $8.60M 2.94% | 0.00 | 0.00 | 51.43K |
NETAPP INCSOLE | COM | 59.30K | SH | $7.32M 2.50% | 0.00 | 0.00 | 59.30K |
ALPHABET INCSOLE | CAP STK CL A | 43.19K | SH | $7.16M 2.44% | 0.00 | 0.00 | 43.19K |
INFOSYS LTDSOLE | SPONSORED ADR | 310.86K | SH | $6.92M 2.36% | 0.00 | 0.00 | 310.86K |
CINTAS CORPSOLE | COM | 27.59K | SH | $5.68M 1.94% | 0.00 | 0.00 | 27.59K |
GILEAD SCIENCES INCSOLE | COM | 67.48K | SH | $5.66M 1.93% | 0.00 | 0.00 | 67.48K |
PRICE T ROWE GROUP INCSOLE | COM | 47.19K | SH | $5.14M 1.75% | 0.00 | 0.00 | 47.19K |
EXPEDITORS INTL WASH INCSOLE | COM | 39.09K | SH | $5.14M 1.75% | 0.00 | 0.00 | 39.09K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.88K | SH | $5.01M 1.71% | 0.00 | 0.00 | 10.88K |
C H ROBINSON WORLDWIDE INCSOLE | COM NEW | 43.02K | SH | $4.75M 1.62% | 0.00 | 0.00 | 43.02K |
INCYTE CORPSOLE | COM | 69.83K | SH | $4.62M 1.58% | 0.00 | 0.00 | 69.83K |
CHECK POINT SOFTWARE TECH LTSOLE | ORD | 23.94K | SH | $4.62M 1.58% | 0.00 | 0.00 | 23.94K |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 58.09K | SH | $4.53M 1.55% | 0.00 | 0.00 | 58.09K |
EPAM SYS INCSOLE | COM | 22.64K | SH | $4.51M 1.54% | 0.00 | 0.00 | 22.64K |
PAYPAL HLDGS INCSOLE | COM | 55.46K | SH | $4.33M 1.48% | 0.00 | 0.00 | 55.46K |
AMGEN INCSOLE | COM | 13.37K | SH | $4.31M 1.47% | 0.00 | 0.00 | 13.37K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 18.78K | SH | $4.15M 1.42% | 0.00 | 0.00 | 18.78K |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 227.62K | SH | $4.10M 1.40% | 0.00 | 0.00 | 227.62K |
WALMART INCSOLE | COM | 49.80K | SH | $4.02M 1.37% | 0.00 | 0.00 | 49.80K |
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