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 130 equity positions with a total reported market value of $298.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

130
Positions
$298.69M
Total AUM (reported)
3.23M
Total Shares

Allocation by class

TOTAL AUM$298.69M130 positions
COM$200.98M67.3%
CL A$20.57M6.9%
SPONSORED ADR$13.75M4.6%
CAP STK CL C$8.53M2.9%
CAP STK CL A$7.47M2.5%
SPONSORED ADS$7.19M2.4%
COM NEW$6.35M2.1%

Portfolio Concentration

Top 317.2%4โ€“1018.0%11โ€“2524.0%Rest40.9%TOP 1035.1%0%100%
Top 3$51.32M17.2%
4โ€“10$53.65M18.0%
11โ€“25$71.56M24.0%
Rest$122.17M40.9%

Top 3 weight

17.2%

Top 10 weight

35.1%

Voting Authority Distribution

Total shares with voting rights: 3.23M

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

3.23M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole130
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings130
Rows:

META PLATFORMS INC

SOLE
CL A
Shares26.20K
TypeSH
Market value$19.34M
6.47%
Sole
0.00
Shared
0.00
None
26.20K

APPLE INC

SOLE
COM
Shares85.78K
TypeSH
Market value$17.60M
5.89%
Sole
0.00
Shared
0.00
None
85.78K

MICROSOFT CORP

SOLE
COM
Shares28.91K
TypeSH
Market value$14.38M
4.82%
Sole
0.00
Shared
0.00
None
28.91K

QUALCOMM INC

SOLE
COM
Shares58.11K
TypeSH
Market value$9.25M
3.10%
Sole
0.00
Shared
0.00
None
58.11K

VERTEX PHARMACEUTICALS INC

SOLE
COM
Shares20.73K
TypeSH
Market value$9.23M
3.09%
Sole
0.00
Shared
0.00
None
20.73K

ALPHABET INC

SOLE
CAP STK CL C
Shares48.10K
TypeSH
Market value$8.53M
2.86%
Sole
0.00
Shared
0.00
None
48.10K

ALPHABET INC

SOLE
CAP STK CL A
Shares42.38K
TypeSH
Market value$7.47M
2.50%
Sole
0.00
Shared
0.00
None
42.38K

GILEAD SCIENCES INC

SOLE
COM
Shares65.02K
TypeSH
Market value$7.21M
2.41%
Sole
0.00
Shared
0.00
None
65.02K

NETAPP INC

SOLE
COM
Shares57.61K
TypeSH
Market value$6.14M
2.06%
Sole
0.00
Shared
0.00
None
57.61K

CINTAS CORP

SOLE
COM
Shares26.10K
TypeSH
Market value$5.82M
1.95%
Sole
0.00
Shared
0.00
None
26.10K

ADOBE INC

SOLE
COM
Shares14.70K
TypeSH
Market value$5.69M
1.90%
Sole
0.00
Shared
0.00
None
14.70K

INFOSYS LTD

SOLE
SPONSORED ADR
Shares305.42K
TypeSH
Market value$5.66M
1.89%
Sole
0.00
Shared
0.00
None
305.42K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares18.20K
TypeSH
Market value$5.37M
1.80%
Sole
0.00
Shared
0.00
None
18.20K

CHECK POINT SOFTWARE TECH LT

SOLE
ORD
Shares23.42K
TypeSH
Market value$5.18M
1.74%
Sole
0.00
Shared
0.00
None
23.42K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares10.66K
TypeSH
Market value$5.18M
1.73%
Sole
0.00
Shared
0.00
None
10.66K

REGENERON PHARMACEUTICALS

SOLE
COM
Shares9.85K
TypeSH
Market value$5.17M
1.73%
Sole
0.00
Shared
0.00
None
9.85K

CISCO SYS INC

SOLE
COM
Shares70.14K
TypeSH
Market value$4.87M
1.63%
Sole
0.00
Shared
0.00
None
70.14K

PRICE T ROWE GROUP INC

SOLE
COM
Shares49.15K
TypeSH
Market value$4.74M
1.59%
Sole
0.00
Shared
0.00
None
49.15K

INCYTE CORP

SOLE
COM
Shares68.25K
TypeSH
Market value$4.65M
1.56%
Sole
0.00
Shared
0.00
None
68.25K

WALMART INC

SOLE
COM
Shares47.36K
TypeSH
Market value$4.63M
1.55%
Sole
0.00
Shared
0.00
None
47.36K

EXPEDITORS INTL WASH INC

SOLE
COM
Shares38.53K
TypeSH
Market value$4.40M
1.47%
Sole
0.00
Shared
0.00
None
38.53K

C H ROBINSON WORLDWIDE INC

SOLE
COM NEW
Shares42.30K
TypeSH
Market value$4.06M
1.36%
Sole
0.00
Shared
0.00
None
42.30K

PAYPAL HLDGS INC

SOLE
COM
Shares53.98K
TypeSH
Market value$4.01M
1.34%
Sole
0.00
Shared
0.00
None
53.98K

ASTRAZENECA PLC

SOLE
SPONSORED ADR
Shares57.33K
TypeSH
Market value$4.01M
1.34%
Sole
0.00
Shared
0.00
None
57.33K

EPAM SYS INC

SOLE
COM
Shares22.33K
TypeSH
Market value$3.95M
1.32%
Sole
0.00
Shared
0.00
None
22.33K
Page 1 of 6
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AIMZ INVESTMENT ADVISORS, LLC 13F Holdings โ€” 130 Positions | Finecho