SEC 13F Intelligence

Managers / Q1 2026

AIMZ Investment Advisors, LLC

CIK 0001630365 · 4984 EL CAMINO REAL, SUITE 101, LOS ALTOS, CA, 94022 · 6509881088

Reported Value
$324M
Q1 2026
Positions
139
Filings on Record
31
2019–present window
Filed
May 15, 2026
original filing

Summary

Aimz Investment Advisors, LLC reported $324M in U.S.-listed holdings across 139 positions for Q1 2026.

Its largest position, AAPL, represents 7.1% of the portfolio.

Compared with Q4 2025, the fund opened 4 new positions and exited 5.

Portfolio Metrics

Turnover
+4.4%
vs prior filed quarter
Top-10 Concentration
+34.0%
share of reported value
Largest Position
+7.1%
Apple
New / Exited
4 / 5
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $130MQ4 ’18Q1 ’19: $146MQ2 ’19: $145MQ3 ’19: $145MQ4 ’19: $155MQ4 ’19Q1 ’20: $129MQ2 ’20: $154MQ3 ’20: $167MQ4 ’20: $191MQ4 ’20Q1 ’21: $204MQ2 ’21: $223MQ3 ’21: $222MQ4 ’21: $257MQ4 ’21Q1 ’22: $243MQ2 ’22: $209MQ3 ’22: $198MQ2 ’23: $233MQ2 ’23Q3 ’23: $225MQ4 ’23: $247MQ1 ’24: $268MQ2 ’24: $279MQ2 ’24Q3 ’24: $293MQ4 ’24: $288MQ1 ’25: $286MQ2 ’25: $299MQ2 ’25Q3 ’25: $319MQ4 ’25: $350MQ1 ’26: $324Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 81.0%ADR: 8.0%ETP: 7.0%Other: 4.0%
  • Common Stock · 81.0% · $262M
  • ADR · 8.0% · $26M
  • ETP · 7.0% · $23M
  • Other · 4.0% · $13M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ASTRAZENECA PLCNEW+27.3K27.3K+$5M$5M
FITBFIFTH THIRD BANCORPNEW+5.1K5.1K+$238,247$238,247
GEVGE VERNOVA INCNEW+230230+$200,767$200,767
NINISOURCE INCNEW+4.3K4.3K+$200,638$200,638
EEFTEURONET WORLDWIDE INCADDED+32.4K61.4K+$2M$4M
AZNNASTRAZENECA PLCSOLD OUT−55.8K0−$5M$0
TRVTRAVELERS COMPANIES INCSOLD OUT−7780−$225,596$0
GMGENERAL MTRS COSOLD OUT−2.6K0−$213,465$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

48 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1GOOGLALPHABET INCCAP STK CL A · CAP STK CL C7.28%$24M82.0K
2AAPLAPPLE INChistory →COM7.11%$23M90.6K
3METAMETA PLATFORMS INChistory →CL A4.42%$14M25.0K
4MSFTMICROSOFT CORPhistory →COM3.20%$10M27.9K
5VRTXVERTEX PHARMACEUTICALS INChistory →COM2.75%$9M20.0K
6GILDGILEAD SCIENCES INChistory →COM2.64%$9M61.3K
7REGNREGENERON PHARMACEUTICALShistory →COM2.27%$7M9.5K
8QCOMQUALCOMM INChistory →COM2.23%$7M55.9K
9CHRWC H ROBINSON WORLDWIDE INhistory →COM NEW2.08%$7M40.5K
10TEVATEVA PHARMACEUTICAL INDS LTDhistory →SPONSORED ADS2.00%$6M215.0K
11INCYINCYTE CORPhistory →COM1.89%$6M65.2K
12VTVVANGUARD INDEX FDSMCAP VL IDXVIP · VALUE ETF1.83%$6M31.3K
13WMTWALMART INChistory →COM1.77%$6M46.1K
14NTAPNETAPP INChistory →COM1.74%$6M55.0K
15ASTRAZENECA PLCORD1.66%$5M27.3K
16EXPDEXPEDITORS INTL WASH INChistory →COM1.66%$5M37.4K
17CSCOCISCO SYS INChistory →COM1.58%$5M65.8K
18BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.54%$5M10.4K
19AMGNAMGEN INChistory →COM1.40%$5M12.9K
20TROWPRICE T ROWE GROUP INChistory →COM1.34%$4M48.3K
21GMABGENMAB A/Shistory →SPONSORED ADS1.33%$4M160.9K
22IBMINTERNATIONAL BUSINESS MACHShistory →COM1.33%$4M17.7K
23CITCINTAS CORPhistory →COM1.30%$4M24.9K
24UNHUNITEDHEALTH GROUP INChistory →COM1.27%$4M15.2K
25NSYNICE LTDhistory →SPONSORED ADR1.27%$4M37.2K
26EEFTEURONET WORLDWIDE INChistory →COM1.26%$4M61.4K
27INFYINFOSYS LTDhistory →SPONSORED ADR1.23%$4M293.8K
28NVDANVIDIA CORPORATIONhistory →COM1.18%$4M21.8K
29ADBEADOBE INChistory →COM1.15%$4M15.3K
30JNJJOHNSON & JOHNSONhistory →COM1.07%$3M14.1K
31ABBVABBVIE INChistory →COM1.04%$3M15.5K
32CHECK POINT SOFTWARE TECH LTORD1.02%$3M23.0K
33GSKGSK PLChistory →SPONSORED ADR1.01%$3M59.3K
34BMYBRISTOL-MYERS SQUIBB COCOM0.98%$3M52.5K
35MRKMERCK & CO INCCOM0.94%$3M25.3K
36SYKSTRYKER CORPORATIONCOM0.92%$3M9.0K
37EPAMEPAM SYS INCCOM0.90%$3M21.5K
38ADIANALOG DEVICES INCCOM0.85%$3M8.7K
39LOWLOWES COS INCCOM0.83%$3M11.3K
40VANGUARD WHITEHALL FDSHIGH DIV YLD0.80%$3M17.5K
41URBNURBAN OUTFITTERS INCCOM0.80%$3M40.8K
42CITHE CIGNA GROUPCOM0.76%$2M9.3K
43VANGUARD SPECIALIZED FUNDSDIV APP ETF0.76%$2M11.5K
44PYPLPAYPAL HLDGS INCCOM0.75%$2M53.4K
45ITWILLINOIS TOOL WKS INCCOM0.72%$2M8.9K
46TDYTELEDYNE TECHNOLOGIES INCCOM0.71%$2M3.8K
47PRLBPROTO LABS INCCOM0.68%$2M38.7K
48EXMOCEXXON MOBIL CORPCOM0.68%$2M12.9K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$324M139May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$350M140Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$319M128Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$299M130Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$286M125May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$288M124Feb 5, 202513F-HRchanges · EDGAR ↗
Q3 2024$293M124Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$279M119Aug 8, 202413F-HRchanges · EDGAR ↗
Q1 2024$268M120May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$247M114Jan 29, 202413F-HRchanges · EDGAR ↗
Q3 2023$225M112Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$233M113Aug 9, 202313F-HRchanges · EDGAR ↗
Q1 2023Under review110May 16, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review113Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$198M106Nov 15, 202213F-HRchanges · EDGAR ↗
Q2 2022$209M109Aug 2, 202213F-HRchanges · EDGAR ↗
Q1 2022$243M116May 6, 202213F-HRchanges · EDGAR ↗
Q4 2021$257M119Feb 9, 202213F-HRchanges · EDGAR ↗
Q3 2021$222M113Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$223M114Aug 5, 2021RESTATEMENTchanges · EDGAR ↗
Q1 2021$204M109Apr 28, 202113F-HRchanges · EDGAR ↗
Q4 2020$191M108Feb 8, 202113F-HRchanges · EDGAR ↗
Q3 2020$167M100Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$154M98Aug 7, 202013F-HRchanges · EDGAR ↗
Q1 2020$129M91May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019$155M99Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$145M98Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$145M98Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$146M99May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$130M92Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.