AIMZ Investment Advisors, LLC reported 124 positions worth $336.30M for the quarter ended Jun 30, 2026, up 11.7% on the prior quarter. It opened 12 new positions, added to 20, trimmed 50 and exited 3. Its largest holding is Apple Inc. at 7.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ZTS Zoetis Inc. | +49.2K | – | $3.53M | 1.05% |
| JKHY Jack Henry & Associates Inc | +17.4K | – | $2.39M | 0.711% |
| MU Micron Technology Inc | +626 | – | $722.59K | 0.215% |
| GLW Corning Inc | +1,400 | – | $357.60K | 0.106% |
| PANW Palo Alto Networks Inc | +1,015 | – | $346.14K | 0.103% |
| TXN Texas Instruments Inc | +993 | – | $295.98K | 0.088% |
| SITM SITIME Corp | +360 | – | $268.40K | 0.08% |
| URI United Rentals, Inc. | +222 | – | $251.50K | 0.075% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +488 | – | $233.05K | 0.069% |
| LUV Southwest Airlines Co | +4,260 | – | $219.05K | 0.065% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPGI S&P Global Inc. | -2,932 | -100.0% | $1.25M | Exited |
| GOOG Alphabet Inc. | -1,200 | -3.0% | $424.00K | 4.05% |
| ADI Analog Devices Inc | -860 | -9.9% | $341.58K | 0.925% |
| NVDA Nvidia Corp | -1,700 | -7.8% | $340.15K | 1.2% |
| HON Honeywell International Inc | -634 | -100.0% | $286.61K | Exited |
| AAPL Apple Inc. | -955 | -1.1% | $276.34K | 7.71% |
| ALL Allstate Corp | -1,050 | -100.0% | $217.71K | Exited |
| GOOGL Alphabet Inc. | -308 | -0.7% | $110.07K | 4.46% |
| URBN Urban Outfitters Inc | -1,500 | -3.7% | $106.29K | 0.829% |
| NICE NICE Ltd. | -1,020 | -2.7% | $92.67K | 0.977% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| ZTS Zoetis Inc. | +49.2K | $3.53M | 1.05% |
| JKHY Jack Henry & Associates Inc | +17.4K | $2.39M | 0.711% |
| MU Micron Technology Inc | +626 | $722.59K | 0.215% |
| GLW Corning Inc | +1,400 | $357.60K | 0.106% |
| PANW Palo Alto Networks Inc | +1,015 | $346.14K | 0.103% |
| TXN Texas Instruments Inc | +993 | $295.98K | 0.088% |
| SITM SITIME Corp | +360 | $268.40K | 0.08% |
| URI United Rentals, Inc. | +222 | $251.50K | 0.075% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +488 | $233.05K | 0.069% |
| LUV Southwest Airlines Co | +4,260 | $219.05K | 0.065% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 89.7K | $25.95M | 7.71% | -955 | -1.1% | Reduced | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 42.0K | $14.99M | 4.46% | -308 | -0.7% | Reduced | 0% |
| 3 | META Meta Platforms, Inc. | Technology | 25.0K | $14.10M | 4.19% | 0 | 0.0% | Unchanged | 0% |
| 4 | GOOG Alphabet Inc. | Technology | 38.5K | $13.61M | 4.05% | -1,200 | -3.0% | Reduced | 0% |
| 5 | MSFT Microsoft Corp | Technology | 27.9K | $10.41M | 3.09% | -50 | -0.2% | Reduced | 0% |
| 6 | QCOM Qualcomm Inc | Technology | 55.8K | $10.32M | 3.07% | -97 | -0.2% | Reduced | 0.01% |
| 7 | VRTX Vertex Pharmaceuticals Inc / Ma | Healthcare | 19.9K | $9.90M | 2.94% | -25 | -0.1% | Reduced | 0.01% |
| 8 | NTAP NetApp, Inc. | Technology | 55.0K | $8.52M | 2.53% | +3 | +0.0% | Added | 0.03% |
| 9 | GILD Gilead Sciences, Inc. | Healthcare | 61.3K | $7.75M | 2.3% | -19 | 0.0% | Reduced | 0% |
| 10 | CSCO Cisco Systems, Inc. | Technology | 65.6K | $7.70M | 2.29% | -271 | -0.4% | Reduced | 0% |
| 11 | CHRW C. H. Robinson Worldwide, Inc. | Industrials | 40.1K | $7.56M | 2.25% | -327 | -0.8% | Reduced | 0.03% |
| 12 | INCY Incyte Corp | Healthcare | 65.1K | $7.38M | 2.2% | -25 | 0.0% | Reduced | 0.03% |
| 13 | TEVA Teva Pharmaceutical Industries Ltd | Healthcare | 213.0K | $7.22M | 2.15% | -2,000 | -0.9% | Reduced | 0.02% |
| 14 | UNH Unitedhealth Group Inc | Healthcare | 15.2K | $6.30M | 1.87% | +1 | +0.0% | Added | 0% |
| 15 | EXPD Expeditors International Of Washington Inc | Industrials | 37.1K | $6.05M | 1.8% | -297 | -0.8% | Reduced | 0.03% |
Tip. Select a row to see that position’s full history at AIMZ Investment Advisors.
As of its Q2 2026 13F filing, AIMZ Investment Advisors, LLC’s five largest positions were Apple Inc. (AAPL) at 7.7%, Alphabet Inc. (GOOGL) at 4.5%, Meta Platforms, Inc. (META) at 4.2%, Alphabet Inc. (GOOG) at 4.0%, Microsoft Corp (MSFT) at 3.1% of the reported portfolio.
AIMZ Investment Advisors, LLC reported a 13F portfolio worth $336.30M across 124 positions for Q2 2026. That is up 11.7% from the previous quarter.
Its largest purchases by value were Zoetis Inc. ($3.53M), Jack Henry & Associates Inc ($2.39M), Micron Technology Inc ($722.59K). It opened 12 new positions.
Its largest sales by value were S&P Global Inc. ($1.25M), Alphabet Inc. ($424.00K), Analog Devices Inc ($341.58K). It exited 3 positions entirely.
From the Form 13F-HR reports AIMZ Investment Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.