AIMZ Investment Advisors, LLC

Open in PORT →← all managers

CIK 1630365

13F portfolio (2026-Q1)

$324M

Positions

139

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

139

Top 5

22.0%

Top 10

34.0%

Effective N

49.8

HHI

0.020

This quarter

4 new · 0 exit →

By sector

Information Technology29.6%

Health Care24.0%

Communication Services12.5%

Financials9.7%

Industrials7.3%

Consumer Discretionary7.1%

Unclassified7.0%

Consumer Staples1.2%

Other1.6%

By market cap

Mega (>$200B)41.7%

Large ($10–200B)37.2%

Unknown15.7%

Mid ($2–10B)4.1%

Small ($300M–2B)1.4%

Micro (<$300M)0.0%

By region

North America87.9%

Other7.0%

Europe2.6%

Asia-Pacific1.4%

Middle East1.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Pharmaceuticals & Biotechnology	20.60%	17
Software & IT Services	15.43%	10
Technology Hardware & Equipment	12.30%	6
Unclassified	8.52%	25
Software	7.45%	6
Specialty Retail	4.71%	8
Transportation Infrastructure	3.73%	2
Semiconductors & Semiconductor Equipment	2.97%	6
Capital Markets	2.48%	3
Communications Equipment	2.40%	3
Insurance	2.36%	5
Banks	2.34%	7
Life Sciences Tools & Services	1.89%	1
Health Care Equipment & Supplies	1.75%	4
Commercial Services & Supplies	1.60%	5
Machinery	1.49%	3
Textiles, Apparel & Luxury Goods	1.41%	2
Beverages	1.20%	2
Oil, Gas & Consumable Fuels	1.05%	4
Aerospace & Defense	1.01%	4
Electrical Equipment & Components	0.74%	3
Hotels, Restaurants & Leisure	0.64%	2
Media & Entertainment	0.63%	1
Utilities	0.34%	3
Automobiles & Components	0.33%	1
Chemicals	0.24%	2
Road & Rail	0.20%	1
Diversified Telecommunication Services	0.18%	2
Food Products	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	7.11%
2	META	Meta Platforms, Inc.	Communication Services	4.42%
3	GOOGL	Alphabet Inc.	Communication Services	3.76%
4	GOOG	Alphabet Inc.	Communication Services	3.52%
5	MSFT	MICROSOFT CORP	Information Technology	3.20%
6	VRTX	VERTEX PHARMACEUTICALS INC / MA	Health Care	2.75%
7	GILD	GILEAD SCIENCES, INC.	Health Care	2.64%
8	REGN	REGENERON PHARMACEUTICALS, INC.	Health Care	2.27%
9	QCOM	QUALCOMM INC/DE	Information Technology	2.23%
10	CHRW	C. H. ROBINSON WORLDWIDE, INC.	Industrials	2.08%

115/139 names classified · sector 93.0% of weight · industry 91.5% · mkt cap 84.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 46 quarters

Information TechnologyAAPL, MSFT, QCOM, NTAP, IBM · other

Health CareREGN, AMGN, GILD, TEVA, VRTX · other

FinancialsTROW, DLB, BEN, BRK.B, PYPL · other

Consumer DiscretionaryCTAS, WMT, URBN, LOW, KSS · other

IndustrialsCHRW, EXPD, ITW, MMM, PRLB · other

Communication ServicesMETA, GOOGL, GOOG, T, NFLX · other

Consumer StaplesPEP, KO, MO, PM, BYND

EnergyXOM, CVX, COP, SHEL

UtilitiesPPL, SRE, NI

MaterialsHLN, IPI, PG, NKE

UnclassifiedWALGREENS BOOTS ALLIANCE INC, FLIR SYS INC, BED BATH & BEYOND INC, ALEXION PHARMACEUTICALS INC, CELGENE CORP · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 93.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (99 classified)AIMZ Investment Advisors, LLC centroid (Large Core)

Information TechnologyHealth CareCommunication ServicesFinancialsIndustrialsConsumer DiscretionaryConsumer StaplesEnergyUtilitiesMaterials

Style box summary for AIMZ Investment Advisors, LLC: centroid Large Core. Heaviest cells: Large Core 25.5%, Large Growth 21.6%, Large Value 13.0%.

Classified: 82.0% of book weight (99/139 names) · unclassified 18.0%: AZN, BRK.B, GMAB, NICE, INFY, CHKP, VOE, GSK, VTV, VYM +30 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 139 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	90,620	$23M	7.1%	HOLD
2	METAMETA PLATFORMS INC	25,024	$14M	4.4%	HOLD
3	GOOGLALPHABET INC	42,267	$12M	3.8%	TRIM −3%
4	GOOGALPHABET INC	39,727	$11M	3.5%	TRIM −8%
5	MSFTMICROSOFT CORP	27,946	$10M	3.2%	HOLD
6	VRTXVERTEX PHARMACEUTICALS INC	19,956	$9M	2.8%	HOLD
7	GILDGILEAD SCIENCES INC	61,338	$9M	2.6%	TRIM −4%
8	REGNREGENERON PHARMACEUTICALS	9,491	$7M	2.3%	HOLD
9	QCOMQUALCOMM INC	55,937	$7M	2.2%	HOLD
10	CHRWC H ROBINSON WORLDWIDE INC	40,456	$7M	2.1%	HOLD
11	TEVATEVA PHARMACEUTICAL INDS LTD	214,978	$6M	2.0%	TRIM −3%
12	INCYINCYTE CORP	65,158	$6M	1.9%	HOLD
13	WMTWALMART INC	46,104	$6M	1.8%	HOLD
14	NTAPNetApp Inc.	55,034	$6M	1.7%	HOLD
15	AZNASTRAZENECA PLC	27,296	$5M	1.7%	NEW
16	EXPDEXPEDITORS INTL WASH INC	37,403	$5M	1.7%	HOLD
17	CSCOCISCO SYS INC	65,828	$5M	1.6%	HOLD
18	BRK.BBERKSHIRE HATHAWAY INC DEL	10,378	$5M	1.5%	HOLD
19	AMGNAMGEN INC	12,884	$5M	1.4%	HOLD
20	TROWPRICE T ROWE GROUP INC	48,278	$4M	1.3%	HOLD
21	GMABGENMAB A/S	160,910	$4M	1.3%	HOLD
22	IBMINTERNATIONAL BUSINESS MACHS	17,731	$4M	1.3%	HOLD
23	CTASCINTAS CORP	24,933	$4M	1.3%	TRIM −3%
24	UNHUNITEDHEALTH GROUP INC	15,159	$4M	1.3%	HOLD
25	NICENICE LTD	37,200	$4M	1.3%	TRIM −3%
26	EEFTEURONET WORLDWIDE INC	61,436	$4M	1.3%	ADD 112%
27	INFYINFOSYS LTD	293,807	$4M	1.2%	TRIM −3%
28	NVDANVIDIA CORPORATION	21,813	$4M	1.2%	HOLD
29	ADBEADOBE INC	15,295	$4M	1.1%	HOLD
30	JNJJOHNSON & JOHNSON	14,128	$3M	1.1%	HOLD
31	ABBVABBVIE INC	15,498	$3M	1.0%	HOLD
32	CHKPCHECK POINT SOFTWARE TECH LT	23,024	$3M	1.0%	HOLD
33	VOEVANGUARD INDEX FDS	17,837	$3M	1.0%	TRIM −4%
34	GSKGSK PLC	59,334	$3M	1.0%	TRIM −2%
35	BMYBRISTOL-MYERS SQUIBB CO	52,522	$3M	1.0%	HOLD
36	MRKMERCK & CO INC	25,324	$3M	0.9%	HOLD
37	SYKSTRYKER CORPORATION	9,032	$3M	0.9%	HOLD
38	EPAMEPAM SYS INC	21,545	$3M	0.9%	HOLD
39	ADIANALOG DEVICES INC	8,692	$3M	0.9%	TRIM −6%
40	LOWLOWES COS INC	11,304	$3M	0.8%	TRIM −2%
41	VTVVANGUARD INDEX FDS	13,488	$3M	0.8%	TRIM −6%
42	VYMVANGUARD WHITEHALL FDS	17,484	$3M	0.8%	TRIM −4%
43	URBNURBAN OUTFITTERS INC	40,839	$3M	0.8%	TRIM −3%
44	CITHE CIGNA GROUP	9,274	$2M	0.8%	HOLD
45	VIGVANGUARD SPECIALIZED FUNDS	11,482	$2M	0.8%	TRIM −5%
46	PYPLPAYPAL HLDGS INC	53,435	$2M	0.7%	TRIM −3%
47	ITWILLINOIS TOOL WKS INC	8,929	$2M	0.7%	HOLD
48	TDYTELEDYNE TECHNOLOGIES INC	3,822	$2M	0.7%	TRIM −4%
49	PRLBPROTO LABS INC	38,728	$2M	0.7%	TRIM −2%
50	XOMEXXON MOBIL CORP	12,934	$2M	0.7%	HOLD
51	VHTVANGUARD WORLD FD	7,940	$2M	0.7%	TRIM −6%
52	NFLXNETFLIX INC	21,355	$2M	0.6%	HOLD
53	NVSNOVARTIS AG	13,334	$2M	0.6%	HOLD
54	PEPPEPSICO INC	12,915	$2M	0.6%	HOLD
55	ORCLORACLE CORP	12,963	$2M	0.6%	HOLD
56	FDSFACTSET RESH SYS INC	8,780	$2M	0.6%	HOLD
57	DLBDOLBY LABORATORIES INC	31,481	$2M	0.6%	HOLD
58	EMREMERSON ELEC CO	14,394	$2M	0.6%	HOLD
59	KOCOCA COLA CO	24,602	$2M	0.6%	HOLD
60	BENFRANKLIN RESOURCES INC	75,728	$2M	0.6%	HOLD
61	ABTABBOTT LABS	16,373	$2M	0.5%	HOLD
62	SBUXSTARBUCKS CORP	17,947	$2M	0.5%	TRIM −3%
63	MDTMEDTRONIC PLC	17,730	$2M	0.5%	HOLD
64	KLACKLA CORP	981	$1M	0.4%	HOLD
65	HDHOME DEPOT INC	4,250	$1M	0.4%	TRIM −4%
66	INTCINTEL CORP	29,002	$1M	0.4%	HOLD
67	AMZNAMAZON COM INC	6,005	$1M	0.4%	ADD 3%
68	SPGIS&P GLOBAL INC	2,932	$1M	0.4%	HOLD
69	PRFINVESCO EXCHANGE TRADED FD T	25,000	$1M	0.4%	HOLD
70	DOXAMDOCS LTD	17,999	$1M	0.4%	HOLD
71	GLOBGLOBANT S A	25,367	$1M	0.4%	HOLD
72	TSLATESLA INC	2,865	$1M	0.3%	ADD 4%
73	JPMJPMORGAN CHASE & CO	3,143	$924,644	0.3%	HOLD
74	VUGVANGUARD INDEX FDS	2,038	$890,003	0.3%	TRIM −2%
75	WFCWELLS FARGO CO NEW	11,158	$888,288	0.3%	HOLD
76	VEUVANGUARD INTL EQUITY INDEX F	11,433	$858,618	0.3%	HOLD
77	EBAYEBAY INC.	8,940	$813,719	0.3%	HOLD
78	BACBANK AMERICA CORP	16,364	$797,745	0.2%	HOLD
79	PLTRPALANTIR TECHNOLOGIES INC	5,164	$755,390	0.2%	HOLD
80	USMVISHARES TR	8,024	$744,146	0.2%	HOLD
81	COSTCOSTCO WHSL CORP NEW	746	$743,337	0.2%	HOLD
82	DLTRDOLLAR TREE INC	6,720	$735,907	0.2%	HOLD
83	MRVLMARVELL TECHNOLOGY INC	7,143	$707,514	0.2%	HOLD
84	MMM3M CO	4,643	$674,269	0.2%	HOLD
85	UPSUNITED PARCEL SERVICE INC	6,650	$654,227	0.2%	HOLD
86	AMATAPPLIED MATLS INC	1,818	$621,374	0.2%	HOLD
87	WITWIPRO LTD	277,234	$587,735	0.2%	TRIM −4%
88	SPYSTATE STR SPDR S&P 500 ETF T	901	$585,656	0.2%	TRIM −3%
89	LLYELI LILLY & CO	611	$562,258	0.2%	ADD 5%
90	QQQINVESCO QQQ TR	959	$553,733	0.2%	TRIM −2%
91	HIPOHIPPO HLDGS INC	20,210	$526,673	0.2%	HOLD
92	HLNHALEON PLC	52,128	$521,801	0.2%	TRIM −10%
93	VBRVANGUARD INDEX FDS	2,300	$499,675	0.2%	HOLD
94	SOXXISHARES TR	1,477	$485,425	0.1%	TRIM −21%
95	PRFZINVESCO EXCHANGE TRADED FD T	10,500	$481,635	0.1%	HOLD
96	ISRGINTUITIVE SURGICAL INC	1,037	$478,047	0.1%	ADD 5%
97	SRESEMPRA	4,910	$477,105	0.1%	HOLD
98	MCDMCDONALDS CORP	1,527	$474,576	0.1%	TRIM −6%
99	SHELSHELL PLC	4,975	$462,675	0.1%	HOLD
100	AVGOBROADCOM INC	1,387	$429,290	0.1%	ADD 8%
101	PPLPPL CORP	11,200	$427,840	0.1%	HOLD
102	VBKVANGUARD INDEX FDS	1,405	$424,661	0.1%	HOLD
103	UIUBIQUITI INC	525	$414,902	0.1%	HOLD
104	SPTSSPDR SERIES TRUST	13,682	$399,241	0.1%	HOLD
105	PFEPFIZER INC	13,930	$391,156	0.1%	HOLD
106	VVISA INC	1,257	$380,053	0.1%	ADD 4%
107	WALWESTERN ALLIANCE BANCORP	5,271	$373,450	0.1%	HOLD
108	CVXCHEVRON CORP NEW	1,802	$372,917	0.1%	HOLD
109	COPCONOCOPHILLIPS	2,812	$371,184	0.1%	HOLD
110	NOCNORTHROP GRUMMAN CORP	530	$361,587	0.1%	HOLD
111	CPRICAPRI HOLDINGS LIMITED	20,465	$360,593	0.1%	TRIM −4%
112	SCHVSCHWAB STRATEGIC TR	11,400	$347,700	0.1%	HOLD
113	ADPAUTOMATIC DATA PROCESSING IN	1,696	$344,593	0.1%	HOLD
114	IAIISHARES TR	2,040	$334,990	0.1%	HOLD
115	VOTVANGUARD INDEX FDS	1,285	$330,695	0.1%	HOLD
116	DELLDELL TECHNOLOGIES INC	1,975	$324,075	0.1%	HOLD
117	TAT&T INC	10,954	$317,556	0.1%	TRIM −3%
118	GEGE AEROSPACE	1,102	$312,715	0.1%	HOLD
119	AFLAFLAC INC	2,834	$310,918	0.1%	HOLD
120	DFAIDIMENSIONAL ETF TRUST	7,968	$310,433	0.1%	HOLD
121	MAMASTERCARD INCORPORATED	617	$308,287	0.1%	HOLD
122	BABOEING CO	1,527	$303,919	0.1%	HOLD
123	FTECFIDELITY COVINGTON TRUST	1,424	$296,346	0.1%	TRIM −15%
124	HONHONEYWELL INTL INC	1,268	$286,606	0.1%	HOLD
125	CATCATERPILLAR INC	392	$277,438	0.1%	HOLD
126	VZVERIZON COMMUNICATIONS INC	5,209	$261,492	0.1%	HOLD
127	PNCPNC FINL SVCS GROUP INC	1,250	$260,113	0.1%	HOLD
128	DGROISHARES CORE DIVIDEND GROWTH ETF	3,598	$252,527	0.1%	TRIM −56%
129	PGPROCTER AND GAMBLE CO	1,747	$252,359	0.1%	HOLD
130	XCORFUNDX INVT TR	3,259	$249,795	0.1%	HOLD
131	FITBFIFTH THIRD BANCORP	5,128	$238,247	0.1%	NEW
132	QTUMETF SER SOLUTIONS	2,042	$219,107	0.1%	HOLD
133	ALLALLSTATE CORP	1,050	$217,707	0.1%	HOLD
134	GEVGE VERNOVA INC	230	$200,767	0.1%	NEW
135	NINISOURCE INC	4,300	$200,638	0.1%	NEW
136	MYGNMYRIAD GENETICS INC	37,210	$167,445	0.1%	HOLD
137	NOKNOKIA CORP	17,900	$143,916	0.0%	TRIM −6%
138	KSSKOHLS CORP	10,891	$140,492	0.0%	TRIM −4%
139	BYNDBEYOND MEAT INC	10,000	$7,016	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

86K

85K

92K

91K

$23M

METAMETA PLATFORMS INC

29K

27K

26K

25K

$14M

GOOGLALPHABET INC

43K

42K

44K

42K

$12M

GOOGALPHABET INC

50K

48K

45K

43K

40K

$11M

MSFTMICROSOFT CORP

29K

28K

$10M

VRTXVERTEX PHARMACEUTICALS INC

21K

20K

$9M

GILDGILEAD SCIENCES INC

67K

66K

65K

64K

61K

$9M

REGNREGENERON PHARMACEUTICALS

10K

$7M

QCOMQUALCOMM INC

59K

58K

57K

56K

$7M

CHRWC H ROBINSON WORLDWIDE INC

43K

42K

41K

40K

$7M

TEVATEVA PHARMACEUTICAL INDS LTD

227K

226K

225K

222K

221K

215K

$6M

INCYINCYTE CORP

69K

68K

67K

66K

65K

$6M

WMTWALMART INC

49K

47K

46K

$6M

NTAPNetApp Inc.

58K

56K

55K

$6M

AZNASTRAZENECA PLC

—

27K

$5M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆AIMZ Investment Advisors, LLC