AIMZ INVESTMENT ADVISORS, LLC

PrivateCIK: 1630365
Location

LOS ALTOS, CA

๐Ÿ“‹ What this filing means

AIMZ INVESTMENT ADVISORS, LLC filed this quarterly 13Fโ€‘HR 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

TOTAL AUM$286.42M125 positions
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 316.0%4โ€“1018.4%11โ€“2524.1%Rest41.4%TOP 1034.5%0%100%
Top 3$45.93M16.0%
4โ€“10$52.78M18.4%
11โ€“25$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

SOLE
COM
Shares86.22K
TypeSH
Market value$19.15M
6.69%
Sole
0.00
Shared
0.00
None
86.22K

META PLATFORMS INC

SOLE
CL A
Shares27.36K
TypeSH
Market value$15.77M
5.51%
Sole
0.00
Shared
0.00
None
27.36K

MICROSOFT CORP

SOLE
COM
Shares29.32K
TypeSH
Market value$11.01M
3.84%
Sole
0.00
Shared
0.00
None
29.32K

VERTEX PHARMACEUTICALS INC

SOLE
COM
Shares20.95K
TypeSH
Market value$10.16M
3.55%
Sole
0.00
Shared
0.00
None
20.95K

QUALCOMM INC

SOLE
COM
Shares58.65K
TypeSH
Market value$9.01M
3.15%
Sole
0.00
Shared
0.00
None
58.65K

ALPHABET INC

SOLE
CAP STK CL C
Shares48.10K
TypeSH
Market value$7.51M
2.62%
Sole
0.00
Shared
0.00
None
48.10K

GILEAD SCIENCES INC

SOLE
COM
Shares66.48K
TypeSH
Market value$7.45M
2.60%
Sole
0.00
Shared
0.00
None
66.48K

ALPHABET INC

SOLE
CAP STK CL A
Shares43.03K
TypeSH
Market value$6.65M
2.32%
Sole
0.00
Shared
0.00
None
43.03K

REGENERON PHARMACEUTICALS

SOLE
COM
Shares9.85K
TypeSH
Market value$6.25M
2.18%
Sole
0.00
Shared
0.00
None
9.85K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares10.79K
TypeSH
Market value$5.75M
2.01%
Sole
0.00
Shared
0.00
None
10.79K

INFOSYS LTD

SOLE
SPONSORED ADR
Shares307.42K
TypeSH
Market value$5.61M
1.96%
Sole
0.00
Shared
0.00
None
307.42K

CINTAS CORP

SOLE
COM
Shares26.60K
TypeSH
Market value$5.47M
1.91%
Sole
0.00
Shared
0.00
None
26.60K

CHECK POINT SOFTWARE TECH LT

SOLE
ORD
Shares23.54K
TypeSH
Market value$5.37M
1.87%
Sole
0.00
Shared
0.00
None
23.54K

NETAPP INC

SOLE
COM
Shares58.25K
TypeSH
Market value$5.12M
1.79%
Sole
0.00
Shared
0.00
None
58.25K

EXPEDITORS INTL WASH INC

SOLE
COM
Shares38.87K
TypeSH
Market value$4.67M
1.63%
Sole
0.00
Shared
0.00
None
38.87K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares18.55K
TypeSH
Market value$4.61M
1.61%
Sole
0.00
Shared
0.00
None
18.55K

PRICE T ROWE GROUP INC

SOLE
COM
Shares49.72K
TypeSH
Market value$4.57M
1.59%
Sole
0.00
Shared
0.00
None
49.72K

CISCO SYS INC

SOLE
COM
Shares70.93K
TypeSH
Market value$4.38M
1.53%
Sole
0.00
Shared
0.00
None
70.93K

C H ROBINSON WORLDWIDE INC

SOLE
COM NEW
Shares42.54K
TypeSH
Market value$4.36M
1.52%
Sole
0.00
Shared
0.00
None
42.54K

ADOBE INC

SOLE
COM
Shares11.34K
TypeSH
Market value$4.35M
1.52%
Sole
0.00
Shared
0.00
None
11.34K

WALMART INC

SOLE
COM
Shares49.13K
TypeSH
Market value$4.31M
1.51%
Sole
0.00
Shared
0.00
None
49.13K

ASTRAZENECA PLC

SOLE
SPONSORED ADR
Shares57.60K
TypeSH
Market value$4.23M
1.48%
Sole
0.00
Shared
0.00
None
57.60K

INCYTE CORP

SOLE
COM
Shares68.92K
TypeSH
Market value$4.17M
1.46%
Sole
0.00
Shared
0.00
None
68.92K

AMGEN INC

SOLE
COM
Shares13.22K
TypeSH
Market value$4.12M
1.44%
Sole
0.00
Shared
0.00
None
13.22K

EPAM SYS INC

SOLE
COM
Shares22.45K
TypeSH
Market value$3.79M
1.32%
Sole
0.00
Shared
0.00
None
22.45K
Page 1 of 5
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AIMZ INVESTMENT ADVISORS, LLC 13F Holdings โ€” 125 Positions | Finecho