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 140 equity positions with a total reported market value of $349.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

140
Positions
$349.63M
Total AUM (reported)
3.27M
Total Shares

Allocation by class

TOTAL AUM$349.63M140 positions
COM$220.87M63.2%
SPONSORED ADR$19.76M5.7%
CL A$17.98M5.1%
CAP STK CL A$13.63M3.9%
CAP STK CL C$13.57M3.9%
SPONSORED ADS$11.91M3.4%
COM NEW$9.32M2.7%

Portfolio Concentration

Top 315.8%4โ€“1019.5%11โ€“2523.3%Rest41.3%TOP 1035.4%0%100%
Top 3$55.40M15.8%
4โ€“10$68.29M19.5%
11โ€“25$81.54M23.3%
Rest$144.41M41.3%

Top 3 weight

15.8%

Top 10 weight

35.4%

Voting Authority Distribution

Total shares with voting rights: 3.27M

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

3.27M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole140
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings140
Rows:

APPLE INC

SOLE
COM
Shares91.91K
TypeSH
Market value$24.99M
7.15%
Sole
0.00
Shared
0.00
None
91.91K

META PLATFORMS INC

SOLE
CL A
Shares25.33K
TypeSH
Market value$16.72M
4.78%
Sole
0.00
Shared
0.00
None
25.33K

MICROSOFT CORP

SOLE
COM
Shares28.31K
TypeSH
Market value$13.69M
3.92%
Sole
0.00
Shared
0.00
None
28.31K

ALPHABET INC

SOLE
CAP STK CL A
Shares43.56K
TypeSH
Market value$13.63M
3.90%
Sole
0.00
Shared
0.00
None
43.56K

ALPHABET INC

SOLE
CAP STK CL C
Shares43.26K
TypeSH
Market value$13.57M
3.88%
Sole
0.00
Shared
0.00
None
43.26K

QUALCOMM INC

SOLE
COM
Shares56.86K
TypeSH
Market value$9.73M
2.78%
Sole
0.00
Shared
0.00
None
56.86K

VERTEX PHARMACEUTICALS INC

SOLE
COM
Shares20.26K
TypeSH
Market value$9.19M
2.63%
Sole
0.00
Shared
0.00
None
20.26K

GILEAD SCIENCES INC

SOLE
COM
Shares63.84K
TypeSH
Market value$7.84M
2.24%
Sole
0.00
Shared
0.00
None
63.84K

REGENERON PHARMACEUTICALS

SOLE
COM
Shares9.65K
TypeSH
Market value$7.45M
2.13%
Sole
0.00
Shared
0.00
None
9.65K

TEVA PHARMACEUTICAL INDS LTD

SOLE
SPONSORED ADS
Shares220.54K
TypeSH
Market value$6.88M
1.97%
Sole
0.00
Shared
0.00
None
220.54K

C H ROBINSON WORLDWIDE INC

SOLE
COM NEW
Shares41.20K
TypeSH
Market value$6.62M
1.89%
Sole
0.00
Shared
0.00
None
41.20K

INCYTE CORP

SOLE
COM
Shares66.17K
TypeSH
Market value$6.54M
1.87%
Sole
0.00
Shared
0.00
None
66.17K

NETAPP INC

SOLE
COM
Shares55.73K
TypeSH
Market value$5.97M
1.71%
Sole
0.00
Shared
0.00
None
55.73K

EXPEDITORS INTL WASH INC

SOLE
COM
Shares38.10K
TypeSH
Market value$5.68M
1.62%
Sole
0.00
Shared
0.00
None
38.10K

ADOBE INC

SOLE
COM
Shares15.36K
TypeSH
Market value$5.38M
1.54%
Sole
0.00
Shared
0.00
None
15.36K

INFOSYS LTD

SOLE
SPONSORED ADR
Shares301.63K
TypeSH
Market value$5.38M
1.54%
Sole
0.00
Shared
0.00
None
301.63K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares17.91K
TypeSH
Market value$5.30M
1.52%
Sole
0.00
Shared
0.00
None
17.91K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares10.54K
TypeSH
Market value$5.30M
1.52%
Sole
0.00
Shared
0.00
None
10.54K

WALMART INC

SOLE
COM
Shares46.82K
TypeSH
Market value$5.22M
1.49%
Sole
0.00
Shared
0.00
None
46.82K

CISCO SYS INC

SOLE
COM
Shares67.15K
TypeSH
Market value$5.17M
1.48%
Sole
0.00
Shared
0.00
None
67.15K

ASTRAZENECA PLC

SOLE
SPONSORED ADR
Shares55.78K
TypeSH
Market value$5.13M
1.47%
Sole
0.00
Shared
0.00
None
55.78K

UNITEDHEALTH GROUP INC

SOLE
COM
Shares15.32K
TypeSH
Market value$5.06M
1.45%
Sole
0.00
Shared
0.00
None
15.32K

GENMAB A/S

SOLE
SPONSORED ADS
Shares163.31K
TypeSH
Market value$5.03M
1.44%
Sole
0.00
Shared
0.00
None
163.31K

PRICE T ROWE GROUP INC

SOLE
COM
Shares48.42K
TypeSH
Market value$4.96M
1.42%
Sole
0.00
Shared
0.00
None
48.42K

CINTAS CORP

SOLE
COM
Shares25.65K
TypeSH
Market value$4.82M
1.38%
Sole
0.00
Shared
0.00
None
25.65K
Page 1 of 6
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AIMZ INVESTMENT ADVISORS, LLC 13F Holdings โ€” 140 Positions | Finecho