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 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

TOTAL AUM$318.67M128 positions
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 317.3%4โ€“1018.3%11โ€“2523.8%Rest40.6%TOP 1035.6%0%100%
Top 3$55.28M17.3%
4โ€“10$58.22M18.3%
11โ€“25$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

SOLE
COM
Shares85.10K
TypeSH
Market value$21.67M
6.80%
Sole
0.00
Shared
0.00
None
85.10K

META PLATFORMS INC

SOLE
CL A
Shares25.58K
TypeSH
Market value$18.79M
5.90%
Sole
0.00
Shared
0.00
None
25.58K

MICROSOFT CORP

SOLE
COM
Shares28.62K
TypeSH
Market value$14.82M
4.65%
Sole
0.00
Shared
0.00
None
28.62K

ALPHABET INC

SOLE
CAP STK CL C
Shares45.47K
TypeSH
Market value$11.07M
3.48%
Sole
0.00
Shared
0.00
None
45.47K

ALPHABET INC

SOLE
CAP STK CL A
Shares41.78K
TypeSH
Market value$10.16M
3.19%
Sole
0.00
Shared
0.00
None
41.78K

QUALCOMM INC

SOLE
COM
Shares57.32K
TypeSH
Market value$9.54M
2.99%
Sole
0.00
Shared
0.00
None
57.32K

VERTEX PHARMACEUTICALS INC

SOLE
COM
Shares20.36K
TypeSH
Market value$7.97M
2.50%
Sole
0.00
Shared
0.00
None
20.36K

GILEAD SCIENCES INC

SOLE
COM
Shares64.13K
TypeSH
Market value$7.12M
2.23%
Sole
0.00
Shared
0.00
None
64.13K

NETAPP INC

SOLE
COM
Shares56.38K
TypeSH
Market value$6.68M
2.10%
Sole
0.00
Shared
0.00
None
56.38K

INCYTE CORP

SOLE
COM
Shares67.02K
TypeSH
Market value$5.68M
1.78%
Sole
0.00
Shared
0.00
None
67.02K

C H ROBINSON WORLDWIDE INC

SOLE
COM NEW
Shares41.90K
TypeSH
Market value$5.55M
1.74%
Sole
0.00
Shared
0.00
None
41.90K

REGENERON PHARMACEUTICALS

SOLE
COM
Shares9.73K
TypeSH
Market value$5.47M
1.72%
Sole
0.00
Shared
0.00
None
9.73K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares10.59K
TypeSH
Market value$5.33M
1.67%
Sole
0.00
Shared
0.00
None
10.59K

CINTAS CORP

SOLE
COM
Shares25.90K
TypeSH
Market value$5.32M
1.67%
Sole
0.00
Shared
0.00
None
25.90K

UNITEDHEALTH GROUP INC

SOLE
COM
Shares15.32K
TypeSH
Market value$5.29M
1.66%
Sole
0.00
Shared
0.00
None
15.32K

ADOBE INC

SOLE
COM
Shares14.61K
TypeSH
Market value$5.15M
1.62%
Sole
0.00
Shared
0.00
None
14.61K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares18.16K
TypeSH
Market value$5.12M
1.61%
Sole
0.00
Shared
0.00
None
18.16K

GENMAB A/S

SOLE
SPONSORED ADS
Shares164.51K
TypeSH
Market value$5.05M
1.58%
Sole
0.00
Shared
0.00
None
164.51K

PRICE T ROWE GROUP INC

SOLE
COM
Shares48.55K
TypeSH
Market value$4.98M
1.56%
Sole
0.00
Shared
0.00
None
48.55K

INFOSYS LTD

SOLE
SPONSORED ADR
Shares305.47K
TypeSH
Market value$4.97M
1.56%
Sole
0.00
Shared
0.00
None
305.47K

WALMART INC

SOLE
COM
Shares47.31K
TypeSH
Market value$4.88M
1.53%
Sole
0.00
Shared
0.00
None
47.31K

CHECK POINT SOFTWARE TECH LT

SOLE
ORD
Shares23.42K
TypeSH
Market value$4.85M
1.52%
Sole
0.00
Shared
0.00
None
23.42K

EXPEDITORS INTL WASH INC

SOLE
COM
Shares38.48K
TypeSH
Market value$4.72M
1.48%
Sole
0.00
Shared
0.00
None
38.48K

CISCO SYS INC

SOLE
COM
Shares68.84K
TypeSH
Market value$4.71M
1.48%
Sole
0.00
Shared
0.00
None
68.84K

TEVA PHARMACEUTICAL INDS LTD

SOLE
SPONSORED ADS
Shares222.29K
TypeSH
Market value$4.49M
1.41%
Sole
0.00
Shared
0.00
None
222.29K
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AIMZ INVESTMENT ADVISORS, LLC 13F Holdings โ€” 128 Positions | Finecho