Filed: 5/14/2025ACC: 0001630365-25-000005
๐ What this filing means
AIMZ INVESTMENT ADVISORS, LLC filed this quarterly 13FโHR report disclosing 125 equity positions with a total reported market value of $286.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
125
Positions
$286.42M
Total AUM (reported)
3.25M
Total Shares
Allocation by class
COM$193.45M67.5%
CL A$16.67M5.8%
SPONSORED ADR$13.84M4.8%
CAP STK CL C$7.51M2.6%
SPONSORED ADS$6.76M2.4%
CAP STK CL A$6.65M2.3%
COM NEW$6.27M2.2%
Portfolio Concentration
Top 3$45.93M16.0%
4โ10$52.78M18.4%
11โ25$69.13M24.1%
Rest$118.59M41.4%
Top 3 weight
16.0%
Top 10 weight
34.5%
Voting Authority Distribution
Total shares with voting rights: 3.25M
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
3.25M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole125
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings125
Rows:
APPLE INC
SOLEShares86.22K
TypeSH
Market value$19.15M
6.69%
Sole
0.00
Shared
0.00
None
86.22K
META PLATFORMS INC
SOLEShares27.36K
TypeSH
Market value$15.77M
5.51%
Sole
0.00
Shared
0.00
None
27.36K
MICROSOFT CORP
SOLEShares29.32K
TypeSH
Market value$11.01M
3.84%
Sole
0.00
Shared
0.00
None
29.32K
VERTEX PHARMACEUTICALS INC
SOLEShares20.95K
TypeSH
Market value$10.16M
3.55%
Sole
0.00
Shared
0.00
None
20.95K
QUALCOMM INC
SOLEShares58.65K
TypeSH
Market value$9.01M
3.15%
Sole
0.00
Shared
0.00
None
58.65K
ALPHABET INC
SOLEShares48.10K
TypeSH
Market value$7.51M
2.62%
Sole
0.00
Shared
0.00
None
48.10K
GILEAD SCIENCES INC
SOLEShares66.48K
TypeSH
Market value$7.45M
2.60%
Sole
0.00
Shared
0.00
None
66.48K
ALPHABET INC
SOLEShares43.03K
TypeSH
Market value$6.65M
2.32%
Sole
0.00
Shared
0.00
None
43.03K
REGENERON PHARMACEUTICALS
SOLEShares9.85K
TypeSH
Market value$6.25M
2.18%
Sole
0.00
Shared
0.00
None
9.85K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.79K
TypeSH
Market value$5.75M
2.01%
Sole
0.00
Shared
0.00
None
10.79K
INFOSYS LTD
SOLEShares307.42K
TypeSH
Market value$5.61M
1.96%
Sole
0.00
Shared
0.00
None
307.42K
CINTAS CORP
SOLEShares26.60K
TypeSH
Market value$5.47M
1.91%
Sole
0.00
Shared
0.00
None
26.60K
CHECK POINT SOFTWARE TECH LT
SOLEShares23.54K
TypeSH
Market value$5.37M
1.87%
Sole
0.00
Shared
0.00
None
23.54K
NETAPP INC
SOLEShares58.25K
TypeSH
Market value$5.12M
1.79%
Sole
0.00
Shared
0.00
None
58.25K
EXPEDITORS INTL WASH INC
SOLEShares38.87K
TypeSH
Market value$4.67M
1.63%
Sole
0.00
Shared
0.00
None
38.87K
INTERNATIONAL BUSINESS MACHS
SOLEShares18.55K
TypeSH
Market value$4.61M
1.61%
Sole
0.00
Shared
0.00
None
18.55K
PRICE T ROWE GROUP INC
SOLEShares49.72K
TypeSH
Market value$4.57M
1.59%
Sole
0.00
Shared
0.00
None
49.72K
CISCO SYS INC
SOLEShares70.93K
TypeSH
Market value$4.38M
1.53%
Sole
0.00
Shared
0.00
None
70.93K
C H ROBINSON WORLDWIDE INC
SOLEShares42.54K
TypeSH
Market value$4.36M
1.52%
Sole
0.00
Shared
0.00
None
42.54K
ADOBE INC
SOLEShares11.34K
TypeSH
Market value$4.35M
1.52%
Sole
0.00
Shared
0.00
None
11.34K
WALMART INC
SOLEShares49.13K
TypeSH
Market value$4.31M
1.51%
Sole
0.00
Shared
0.00
None
49.13K
ASTRAZENECA PLC
SOLEShares57.60K
TypeSH
Market value$4.23M
1.48%
Sole
0.00
Shared
0.00
None
57.60K
INCYTE CORP
SOLEShares68.92K
TypeSH
Market value$4.17M
1.46%
Sole
0.00
Shared
0.00
None
68.92K
AMGEN INC
SOLEShares13.22K
TypeSH
Market value$4.12M
1.44%
Sole
0.00
Shared
0.00
None
13.22K
EPAM SYS INC
SOLEShares22.45K
TypeSH
Market value$3.79M
1.32%
Sole
0.00
Shared
0.00
None
22.45K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 86.22K | SH | $19.15M 6.69% | 0.00 | 0.00 | 86.22K |
META PLATFORMS INCSOLE | CL A | 27.36K | SH | $15.77M 5.51% | 0.00 | 0.00 | 27.36K |
MICROSOFT CORPSOLE | COM | 29.32K | SH | $11.01M 3.84% | 0.00 | 0.00 | 29.32K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 20.95K | SH | $10.16M 3.55% | 0.00 | 0.00 | 20.95K |
QUALCOMM INCSOLE | COM | 58.65K | SH | $9.01M 3.15% | 0.00 | 0.00 | 58.65K |
ALPHABET INCSOLE | CAP STK CL C | 48.10K | SH | $7.51M 2.62% | 0.00 | 0.00 | 48.10K |
GILEAD SCIENCES INCSOLE | COM | 66.48K | SH | $7.45M 2.60% | 0.00 | 0.00 | 66.48K |
ALPHABET INCSOLE | CAP STK CL A | 43.03K | SH | $6.65M 2.32% | 0.00 | 0.00 | 43.03K |
REGENERON PHARMACEUTICALSSOLE | COM | 9.85K | SH | $6.25M 2.18% | 0.00 | 0.00 | 9.85K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.79K | SH | $5.75M 2.01% | 0.00 | 0.00 | 10.79K |
INFOSYS LTDSOLE | SPONSORED ADR | 307.42K | SH | $5.61M 1.96% | 0.00 | 0.00 | 307.42K |
CINTAS CORPSOLE | COM | 26.60K | SH | $5.47M 1.91% | 0.00 | 0.00 | 26.60K |
CHECK POINT SOFTWARE TECH LTSOLE | ORD | 23.54K | SH | $5.37M 1.87% | 0.00 | 0.00 | 23.54K |
NETAPP INCSOLE | COM | 58.25K | SH | $5.12M 1.79% | 0.00 | 0.00 | 58.25K |
EXPEDITORS INTL WASH INCSOLE | COM | 38.87K | SH | $4.67M 1.63% | 0.00 | 0.00 | 38.87K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 18.55K | SH | $4.61M 1.61% | 0.00 | 0.00 | 18.55K |
PRICE T ROWE GROUP INCSOLE | COM | 49.72K | SH | $4.57M 1.59% | 0.00 | 0.00 | 49.72K |
CISCO SYS INCSOLE | COM | 70.93K | SH | $4.38M 1.53% | 0.00 | 0.00 | 70.93K |
C H ROBINSON WORLDWIDE INCSOLE | COM NEW | 42.54K | SH | $4.36M 1.52% | 0.00 | 0.00 | 42.54K |
ADOBE INCSOLE | COM | 11.34K | SH | $4.35M 1.52% | 0.00 | 0.00 | 11.34K |
WALMART INCSOLE | COM | 49.13K | SH | $4.31M 1.51% | 0.00 | 0.00 | 49.13K |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 57.60K | SH | $4.23M 1.48% | 0.00 | 0.00 | 57.60K |
INCYTE CORPSOLE | COM | 68.92K | SH | $4.17M 1.46% | 0.00 | 0.00 | 68.92K |
AMGEN INCSOLE | COM | 13.22K | SH | $4.12M 1.44% | 0.00 | 0.00 | 13.22K |
EPAM SYS INCSOLE | COM | 22.45K | SH | $3.79M 1.32% | 0.00 | 0.00 | 22.45K |
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