Filed: 8/12/2025ACC: 0001630365-25-000009
๐ What this filing means
AIMZ INVESTMENT ADVISORS, LLC filed this quarterly 13FโHR 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
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 3$51.32M17.2%
4โ10$53.65M18.0%
11โ25$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
SOLEShares26.20K
TypeSH
Market value$19.34M
6.47%
Sole
0.00
Shared
0.00
None
26.20K
APPLE INC
SOLEShares85.78K
TypeSH
Market value$17.60M
5.89%
Sole
0.00
Shared
0.00
None
85.78K
MICROSOFT CORP
SOLEShares28.91K
TypeSH
Market value$14.38M
4.82%
Sole
0.00
Shared
0.00
None
28.91K
QUALCOMM INC
SOLEShares58.11K
TypeSH
Market value$9.25M
3.10%
Sole
0.00
Shared
0.00
None
58.11K
VERTEX PHARMACEUTICALS INC
SOLEShares20.73K
TypeSH
Market value$9.23M
3.09%
Sole
0.00
Shared
0.00
None
20.73K
ALPHABET INC
SOLEShares48.10K
TypeSH
Market value$8.53M
2.86%
Sole
0.00
Shared
0.00
None
48.10K
ALPHABET INC
SOLEShares42.38K
TypeSH
Market value$7.47M
2.50%
Sole
0.00
Shared
0.00
None
42.38K
GILEAD SCIENCES INC
SOLEShares65.02K
TypeSH
Market value$7.21M
2.41%
Sole
0.00
Shared
0.00
None
65.02K
NETAPP INC
SOLEShares57.61K
TypeSH
Market value$6.14M
2.06%
Sole
0.00
Shared
0.00
None
57.61K
CINTAS CORP
SOLEShares26.10K
TypeSH
Market value$5.82M
1.95%
Sole
0.00
Shared
0.00
None
26.10K
ADOBE INC
SOLEShares14.70K
TypeSH
Market value$5.69M
1.90%
Sole
0.00
Shared
0.00
None
14.70K
INFOSYS LTD
SOLEShares305.42K
TypeSH
Market value$5.66M
1.89%
Sole
0.00
Shared
0.00
None
305.42K
INTERNATIONAL BUSINESS MACHS
SOLEShares18.20K
TypeSH
Market value$5.37M
1.80%
Sole
0.00
Shared
0.00
None
18.20K
CHECK POINT SOFTWARE TECH LT
SOLEShares23.42K
TypeSH
Market value$5.18M
1.74%
Sole
0.00
Shared
0.00
None
23.42K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.66K
TypeSH
Market value$5.18M
1.73%
Sole
0.00
Shared
0.00
None
10.66K
REGENERON PHARMACEUTICALS
SOLEShares9.85K
TypeSH
Market value$5.17M
1.73%
Sole
0.00
Shared
0.00
None
9.85K
CISCO SYS INC
SOLEShares70.14K
TypeSH
Market value$4.87M
1.63%
Sole
0.00
Shared
0.00
None
70.14K
PRICE T ROWE GROUP INC
SOLEShares49.15K
TypeSH
Market value$4.74M
1.59%
Sole
0.00
Shared
0.00
None
49.15K
INCYTE CORP
SOLEShares68.25K
TypeSH
Market value$4.65M
1.56%
Sole
0.00
Shared
0.00
None
68.25K
WALMART INC
SOLEShares47.36K
TypeSH
Market value$4.63M
1.55%
Sole
0.00
Shared
0.00
None
47.36K
EXPEDITORS INTL WASH INC
SOLEShares38.53K
TypeSH
Market value$4.40M
1.47%
Sole
0.00
Shared
0.00
None
38.53K
C H ROBINSON WORLDWIDE INC
SOLEShares42.30K
TypeSH
Market value$4.06M
1.36%
Sole
0.00
Shared
0.00
None
42.30K
PAYPAL HLDGS INC
SOLEShares53.98K
TypeSH
Market value$4.01M
1.34%
Sole
0.00
Shared
0.00
None
53.98K
ASTRAZENECA PLC
SOLEShares57.33K
TypeSH
Market value$4.01M
1.34%
Sole
0.00
Shared
0.00
None
57.33K
EPAM SYS INC
SOLEShares22.33K
TypeSH
Market value$3.95M
1.32%
Sole
0.00
Shared
0.00
None
22.33K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 26.20K | SH | $19.34M 6.47% | 0.00 | 0.00 | 26.20K |
APPLE INCSOLE | COM | 85.78K | SH | $17.60M 5.89% | 0.00 | 0.00 | 85.78K |
MICROSOFT CORPSOLE | COM | 28.91K | SH | $14.38M 4.82% | 0.00 | 0.00 | 28.91K |
QUALCOMM INCSOLE | COM | 58.11K | SH | $9.25M 3.10% | 0.00 | 0.00 | 58.11K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 20.73K | SH | $9.23M 3.09% | 0.00 | 0.00 | 20.73K |
ALPHABET INCSOLE | CAP STK CL C | 48.10K | SH | $8.53M 2.86% | 0.00 | 0.00 | 48.10K |
ALPHABET INCSOLE | CAP STK CL A | 42.38K | SH | $7.47M 2.50% | 0.00 | 0.00 | 42.38K |
GILEAD SCIENCES INCSOLE | COM | 65.02K | SH | $7.21M 2.41% | 0.00 | 0.00 | 65.02K |
NETAPP INCSOLE | COM | 57.61K | SH | $6.14M 2.06% | 0.00 | 0.00 | 57.61K |
CINTAS CORPSOLE | COM | 26.10K | SH | $5.82M 1.95% | 0.00 | 0.00 | 26.10K |
ADOBE INCSOLE | COM | 14.70K | SH | $5.69M 1.90% | 0.00 | 0.00 | 14.70K |
INFOSYS LTDSOLE | SPONSORED ADR | 305.42K | SH | $5.66M 1.89% | 0.00 | 0.00 | 305.42K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 18.20K | SH | $5.37M 1.80% | 0.00 | 0.00 | 18.20K |
CHECK POINT SOFTWARE TECH LTSOLE | ORD | 23.42K | SH | $5.18M 1.74% | 0.00 | 0.00 | 23.42K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.66K | SH | $5.18M 1.73% | 0.00 | 0.00 | 10.66K |
REGENERON PHARMACEUTICALSSOLE | COM | 9.85K | SH | $5.17M 1.73% | 0.00 | 0.00 | 9.85K |
CISCO SYS INCSOLE | COM | 70.14K | SH | $4.87M 1.63% | 0.00 | 0.00 | 70.14K |
PRICE T ROWE GROUP INCSOLE | COM | 49.15K | SH | $4.74M 1.59% | 0.00 | 0.00 | 49.15K |
INCYTE CORPSOLE | COM | 68.25K | SH | $4.65M 1.56% | 0.00 | 0.00 | 68.25K |
WALMART INCSOLE | COM | 47.36K | SH | $4.63M 1.55% | 0.00 | 0.00 | 47.36K |
EXPEDITORS INTL WASH INCSOLE | COM | 38.53K | SH | $4.40M 1.47% | 0.00 | 0.00 | 38.53K |
C H ROBINSON WORLDWIDE INCSOLE | COM NEW | 42.30K | SH | $4.06M 1.36% | 0.00 | 0.00 | 42.30K |
PAYPAL HLDGS INCSOLE | COM | 53.98K | SH | $4.01M 1.34% | 0.00 | 0.00 | 53.98K |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 57.33K | SH | $4.01M 1.34% | 0.00 | 0.00 | 57.33K |
EPAM SYS INCSOLE | COM | 22.33K | SH | $3.95M 1.32% | 0.00 | 0.00 | 22.33K |
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