Filed: 2/5/2025ACC: 0001630365-25-000002
📋 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 $287.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
124
Positions
$287.85M
Total AUM (reported)
3.20M
Total Shares
Allocation by class
COM$191.20M66.4%
CL A$17.67M6.1%
SPONSORED ADR$14.02M4.9%
CAP STK CL C$9.57M3.3%
SPONSORED ADS$8.52M3.0%
CAP STK CL A$8.18M2.8%
COM NEW$6.10M2.1%
Portfolio Concentration
Top 3$50.52M17.6%
4–10$55.81M19.4%
11–25$70.67M24.6%
Rest$110.85M38.5%
Top 3 weight
17.6%
Top 10 weight
36.9%
Voting Authority Distribution
Total shares with voting rights: 3.20M
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
3.20M
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
SOLEShares86.34K
TypeSH
Market value$21.62M
7.51%
Sole
0.00
Shared
0.00
None
86.34K
META PLATFORMS INC
SOLEShares28.62K
TypeSH
Market value$16.76M
5.82%
Sole
0.00
Shared
0.00
None
28.62K
MICROSOFT CORP
SOLEShares28.81K
TypeSH
Market value$12.14M
4.22%
Sole
0.00
Shared
0.00
None
28.81K
ALPHABET INC
SOLEShares50.23K
TypeSH
Market value$9.57M
3.32%
Sole
0.00
Shared
0.00
None
50.23K
QUALCOMM INC
SOLEShares58.82K
TypeSH
Market value$9.04M
3.14%
Sole
0.00
Shared
0.00
None
58.82K
VERTEX PHARMACEUTICALS INC
SOLEShares21.11K
TypeSH
Market value$8.50M
2.95%
Sole
0.00
Shared
0.00
None
21.11K
ALPHABET INC
SOLEShares43.19K
TypeSH
Market value$8.18M
2.84%
Sole
0.00
Shared
0.00
None
43.19K
REGENERON PHARMACEUTICALS
SOLEShares9.85K
TypeSH
Market value$7.02M
2.44%
Sole
0.00
Shared
0.00
None
9.85K
NETAPP INC
SOLEShares58.32K
TypeSH
Market value$6.77M
2.35%
Sole
0.00
Shared
0.00
None
58.32K
INFOSYS LTD
SOLEShares307.42K
TypeSH
Market value$6.74M
2.34%
Sole
0.00
Shared
0.00
None
307.42K
GILEAD SCIENCES INC
SOLEShares66.99K
TypeSH
Market value$6.19M
2.15%
Sole
0.00
Shared
0.00
None
66.99K
EPAM SYS INC
SOLEShares22.63K
TypeSH
Market value$5.29M
1.84%
Sole
0.00
Shared
0.00
None
22.63K
PRICE T ROWE GROUP INC
SOLEShares46.09K
TypeSH
Market value$5.21M
1.81%
Sole
0.00
Shared
0.00
None
46.09K
TEVA PHARMACEUTICAL INDS LTD
SOLEShares226.57K
TypeSH
Market value$4.99M
1.73%
Sole
0.00
Shared
0.00
None
226.57K
CINTAS CORP
SOLEShares27.09K
TypeSH
Market value$4.95M
1.72%
Sole
0.00
Shared
0.00
None
27.09K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.88K
TypeSH
Market value$4.93M
1.71%
Sole
0.00
Shared
0.00
None
10.88K
INCYTE CORP
SOLEShares69.38K
TypeSH
Market value$4.79M
1.66%
Sole
0.00
Shared
0.00
None
69.38K
PAYPAL HLDGS INC
SOLEShares54.86K
TypeSH
Market value$4.68M
1.63%
Sole
0.00
Shared
0.00
None
54.86K
WALMART INC
SOLEShares49.17K
TypeSH
Market value$4.44M
1.54%
Sole
0.00
Shared
0.00
None
49.17K
CHECK POINT SOFTWARE TECH LT
SOLEShares23.74K
TypeSH
Market value$4.43M
1.54%
Sole
0.00
Shared
0.00
None
23.74K
C H ROBINSON WORLDWIDE INC
SOLEShares42.65K
TypeSH
Market value$4.41M
1.53%
Sole
0.00
Shared
0.00
None
42.65K
EXPEDITORS INTL WASH INC
SOLEShares38.94K
TypeSH
Market value$4.31M
1.50%
Sole
0.00
Shared
0.00
None
38.94K
CISCO SYS INC
SOLEShares70.41K
TypeSH
Market value$4.17M
1.45%
Sole
0.00
Shared
0.00
None
70.41K
INTERNATIONAL BUSINESS MACHS
SOLEShares18.58K
TypeSH
Market value$4.09M
1.42%
Sole
0.00
Shared
0.00
None
18.58K
ASTRAZENECA PLC
SOLEShares57.78K
TypeSH
Market value$3.79M
1.32%
Sole
0.00
Shared
0.00
None
57.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 86.34K | SH | $21.62M 7.51% | 0.00 | 0.00 | 86.34K |
META PLATFORMS INCSOLE | CL A | 28.62K | SH | $16.76M 5.82% | 0.00 | 0.00 | 28.62K |
MICROSOFT CORPSOLE | COM | 28.81K | SH | $12.14M 4.22% | 0.00 | 0.00 | 28.81K |
ALPHABET INCSOLE | CAP STK CL C | 50.23K | SH | $9.57M 3.32% | 0.00 | 0.00 | 50.23K |
QUALCOMM INCSOLE | COM | 58.82K | SH | $9.04M 3.14% | 0.00 | 0.00 | 58.82K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 21.11K | SH | $8.50M 2.95% | 0.00 | 0.00 | 21.11K |
ALPHABET INCSOLE | CAP STK CL A | 43.19K | SH | $8.18M 2.84% | 0.00 | 0.00 | 43.19K |
REGENERON PHARMACEUTICALSSOLE | COM | 9.85K | SH | $7.02M 2.44% | 0.00 | 0.00 | 9.85K |
NETAPP INCSOLE | COM | 58.32K | SH | $6.77M 2.35% | 0.00 | 0.00 | 58.32K |
INFOSYS LTDSOLE | SPONSORED ADR | 307.42K | SH | $6.74M 2.34% | 0.00 | 0.00 | 307.42K |
GILEAD SCIENCES INCSOLE | COM | 66.99K | SH | $6.19M 2.15% | 0.00 | 0.00 | 66.99K |
EPAM SYS INCSOLE | COM | 22.63K | SH | $5.29M 1.84% | 0.00 | 0.00 | 22.63K |
PRICE T ROWE GROUP INCSOLE | COM | 46.09K | SH | $5.21M 1.81% | 0.00 | 0.00 | 46.09K |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 226.57K | SH | $4.99M 1.73% | 0.00 | 0.00 | 226.57K |
CINTAS CORPSOLE | COM | 27.09K | SH | $4.95M 1.72% | 0.00 | 0.00 | 27.09K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.88K | SH | $4.93M 1.71% | 0.00 | 0.00 | 10.88K |
INCYTE CORPSOLE | COM | 69.38K | SH | $4.79M 1.66% | 0.00 | 0.00 | 69.38K |
PAYPAL HLDGS INCSOLE | COM | 54.86K | SH | $4.68M 1.63% | 0.00 | 0.00 | 54.86K |
WALMART INCSOLE | COM | 49.17K | SH | $4.44M 1.54% | 0.00 | 0.00 | 49.17K |
CHECK POINT SOFTWARE TECH LTSOLE | ORD | 23.74K | SH | $4.43M 1.54% | 0.00 | 0.00 | 23.74K |
C H ROBINSON WORLDWIDE INCSOLE | COM NEW | 42.65K | SH | $4.41M 1.53% | 0.00 | 0.00 | 42.65K |
EXPEDITORS INTL WASH INCSOLE | COM | 38.94K | SH | $4.31M 1.50% | 0.00 | 0.00 | 38.94K |
CISCO SYS INCSOLE | COM | 70.41K | SH | $4.17M 1.45% | 0.00 | 0.00 | 70.41K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 18.58K | SH | $4.09M 1.42% | 0.00 | 0.00 | 18.58K |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 57.78K | SH | $3.79M 1.32% | 0.00 | 0.00 | 57.78K |
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