Filed: 11/12/2025ACC: 0001630365-25-000011
๐ What this filing means
AIMZ INVESTMENT ADVISORS, LLC filed this quarterly 13FโHR report disclosing 128 equity positions with a total reported market value of $318.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
128
Positions
$318.67M
Total AUM (reported)
3.17M
Total Shares
Allocation by class
COM$209.37M65.7%
CL A$20.27M6.4%
SPONSORED ADR$13.73M4.3%
CAP STK CL C$11.07M3.5%
CAP STK CL A$10.16M3.2%
SPONSORED ADS$9.54M3.0%
COM NEW$8.14M2.6%
Portfolio Concentration
Top 3$55.28M17.3%
4โ10$58.22M18.3%
11โ25$75.87M23.8%
Rest$129.31M40.6%
Top 3 weight
17.3%
Top 10 weight
35.6%
Voting Authority Distribution
Total shares with voting rights: 3.17M
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
3.17M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole128
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings128
Rows:
APPLE INC
SOLEShares85.10K
TypeSH
Market value$21.67M
6.80%
Sole
0.00
Shared
0.00
None
85.10K
META PLATFORMS INC
SOLEShares25.58K
TypeSH
Market value$18.79M
5.90%
Sole
0.00
Shared
0.00
None
25.58K
MICROSOFT CORP
SOLEShares28.62K
TypeSH
Market value$14.82M
4.65%
Sole
0.00
Shared
0.00
None
28.62K
ALPHABET INC
SOLEShares45.47K
TypeSH
Market value$11.07M
3.48%
Sole
0.00
Shared
0.00
None
45.47K
ALPHABET INC
SOLEShares41.78K
TypeSH
Market value$10.16M
3.19%
Sole
0.00
Shared
0.00
None
41.78K
QUALCOMM INC
SOLEShares57.32K
TypeSH
Market value$9.54M
2.99%
Sole
0.00
Shared
0.00
None
57.32K
VERTEX PHARMACEUTICALS INC
SOLEShares20.36K
TypeSH
Market value$7.97M
2.50%
Sole
0.00
Shared
0.00
None
20.36K
GILEAD SCIENCES INC
SOLEShares64.13K
TypeSH
Market value$7.12M
2.23%
Sole
0.00
Shared
0.00
None
64.13K
NETAPP INC
SOLEShares56.38K
TypeSH
Market value$6.68M
2.10%
Sole
0.00
Shared
0.00
None
56.38K
INCYTE CORP
SOLEShares67.02K
TypeSH
Market value$5.68M
1.78%
Sole
0.00
Shared
0.00
None
67.02K
C H ROBINSON WORLDWIDE INC
SOLEShares41.90K
TypeSH
Market value$5.55M
1.74%
Sole
0.00
Shared
0.00
None
41.90K
REGENERON PHARMACEUTICALS
SOLEShares9.73K
TypeSH
Market value$5.47M
1.72%
Sole
0.00
Shared
0.00
None
9.73K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.59K
TypeSH
Market value$5.33M
1.67%
Sole
0.00
Shared
0.00
None
10.59K
CINTAS CORP
SOLEShares25.90K
TypeSH
Market value$5.32M
1.67%
Sole
0.00
Shared
0.00
None
25.90K
UNITEDHEALTH GROUP INC
SOLEShares15.32K
TypeSH
Market value$5.29M
1.66%
Sole
0.00
Shared
0.00
None
15.32K
ADOBE INC
SOLEShares14.61K
TypeSH
Market value$5.15M
1.62%
Sole
0.00
Shared
0.00
None
14.61K
INTERNATIONAL BUSINESS MACHS
SOLEShares18.16K
TypeSH
Market value$5.12M
1.61%
Sole
0.00
Shared
0.00
None
18.16K
GENMAB A/S
SOLEShares164.51K
TypeSH
Market value$5.05M
1.58%
Sole
0.00
Shared
0.00
None
164.51K
PRICE T ROWE GROUP INC
SOLEShares48.55K
TypeSH
Market value$4.98M
1.56%
Sole
0.00
Shared
0.00
None
48.55K
INFOSYS LTD
SOLEShares305.47K
TypeSH
Market value$4.97M
1.56%
Sole
0.00
Shared
0.00
None
305.47K
WALMART INC
SOLEShares47.31K
TypeSH
Market value$4.88M
1.53%
Sole
0.00
Shared
0.00
None
47.31K
CHECK POINT SOFTWARE TECH LT
SOLEShares23.42K
TypeSH
Market value$4.85M
1.52%
Sole
0.00
Shared
0.00
None
23.42K
EXPEDITORS INTL WASH INC
SOLEShares38.48K
TypeSH
Market value$4.72M
1.48%
Sole
0.00
Shared
0.00
None
38.48K
CISCO SYS INC
SOLEShares68.84K
TypeSH
Market value$4.71M
1.48%
Sole
0.00
Shared
0.00
None
68.84K
TEVA PHARMACEUTICAL INDS LTD
SOLEShares222.29K
TypeSH
Market value$4.49M
1.41%
Sole
0.00
Shared
0.00
None
222.29K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 85.10K | SH | $21.67M 6.80% | 0.00 | 0.00 | 85.10K |
META PLATFORMS INCSOLE | CL A | 25.58K | SH | $18.79M 5.90% | 0.00 | 0.00 | 25.58K |
MICROSOFT CORPSOLE | COM | 28.62K | SH | $14.82M 4.65% | 0.00 | 0.00 | 28.62K |
ALPHABET INCSOLE | CAP STK CL C | 45.47K | SH | $11.07M 3.48% | 0.00 | 0.00 | 45.47K |
ALPHABET INCSOLE | CAP STK CL A | 41.78K | SH | $10.16M 3.19% | 0.00 | 0.00 | 41.78K |
QUALCOMM INCSOLE | COM | 57.32K | SH | $9.54M 2.99% | 0.00 | 0.00 | 57.32K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 20.36K | SH | $7.97M 2.50% | 0.00 | 0.00 | 20.36K |
GILEAD SCIENCES INCSOLE | COM | 64.13K | SH | $7.12M 2.23% | 0.00 | 0.00 | 64.13K |
NETAPP INCSOLE | COM | 56.38K | SH | $6.68M 2.10% | 0.00 | 0.00 | 56.38K |
INCYTE CORPSOLE | COM | 67.02K | SH | $5.68M 1.78% | 0.00 | 0.00 | 67.02K |
C H ROBINSON WORLDWIDE INCSOLE | COM NEW | 41.90K | SH | $5.55M 1.74% | 0.00 | 0.00 | 41.90K |
REGENERON PHARMACEUTICALSSOLE | COM | 9.73K | SH | $5.47M 1.72% | 0.00 | 0.00 | 9.73K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.59K | SH | $5.33M 1.67% | 0.00 | 0.00 | 10.59K |
CINTAS CORPSOLE | COM | 25.90K | SH | $5.32M 1.67% | 0.00 | 0.00 | 25.90K |
UNITEDHEALTH GROUP INCSOLE | COM | 15.32K | SH | $5.29M 1.66% | 0.00 | 0.00 | 15.32K |
ADOBE INCSOLE | COM | 14.61K | SH | $5.15M 1.62% | 0.00 | 0.00 | 14.61K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 18.16K | SH | $5.12M 1.61% | 0.00 | 0.00 | 18.16K |
GENMAB A/SSOLE | SPONSORED ADS | 164.51K | SH | $5.05M 1.58% | 0.00 | 0.00 | 164.51K |
PRICE T ROWE GROUP INCSOLE | COM | 48.55K | SH | $4.98M 1.56% | 0.00 | 0.00 | 48.55K |
INFOSYS LTDSOLE | SPONSORED ADR | 305.47K | SH | $4.97M 1.56% | 0.00 | 0.00 | 305.47K |
WALMART INCSOLE | COM | 47.31K | SH | $4.88M 1.53% | 0.00 | 0.00 | 47.31K |
CHECK POINT SOFTWARE TECH LTSOLE | ORD | 23.42K | SH | $4.85M 1.52% | 0.00 | 0.00 | 23.42K |
EXPEDITORS INTL WASH INCSOLE | COM | 38.48K | SH | $4.72M 1.48% | 0.00 | 0.00 | 38.48K |
CISCO SYS INCSOLE | COM | 68.84K | SH | $4.71M 1.48% | 0.00 | 0.00 | 68.84K |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 222.29K | SH | $4.49M 1.41% | 0.00 | 0.00 | 222.29K |
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