AIMZ Investment Advisors
LOS ALTOS, CAfiles as AIMZ Investment Advisors, LLC
$363m in 153 US stocks at the end of 30 June 2026. The top 10 are 33.9% of the money. It changed about 8.8% of the portfolio this quarter.
Value
$363m
Stocks
153
Top 10 share
33.9%
Turnover
8.8%
What changed this quarter
New
Bought for the first time this quarter.
- ZoetisZTS1.0% of the fund
- Jack Henry & AssociatesJKHY0.7% of the fund
- S&P Global0.3% of the fund
- Micron TechnologyMU0.2% of the fund
- CorningGLW<0.1% of the fund
- Palo Alto NetworksPANW<0.1% of the fund
- Texas InstrumentsTXN<0.1% of the fund
- SitimeSITM<0.1% of the fund
- Direxion Shares ETF TrustSOXL<0.1% of the fund
- United RentalsURI<0.1% of the fund
- Taiwan Semiconductor ManufacturingTSM<0.1% of the fund
- IsharesEMXC<0.1% of the fund
- Schwab Strategic TRSCHF<0.1% of the fund
- Southwest AirlinesLUV<0.1% of the fund
- MetLifeMET<0.1% of the fund
- General MotorsGM<0.1% of the fund
- Ishares TRIJR<0.1% of the fund
Added
Bought more of a stock they already held.
- Eli LillyLLY0.2% of the fund+12%
- Procter & GamblePG<0.1% of the fund+6%
Cut
Sold some of their stake.
- AlphabetGOOG3.7% of the fund-3%
- NvidiaNVDA1.1% of the fund-8%
- Vanguard Index FDSVOE0.9% of the fund-4%
- NiceNICE0.9% of the fund-3%
- Analog DevicesADI0.9% of the fund-10%
- Urban OutfittersURBN0.8% of the fund-4%
- Vanguard Whitehall FDSVYM0.7% of the fund-4%
- NetflixNFLX0.4% of the fund-2%
- eBayEBAY0.3% of the fund-2%
- Vanguard Intl Equity Index FVEU0.3% of the fund-4%
- Wells Fargo & CompanyWFC0.2% of the fund-3%
- Ishares TRSOXX0.2% of the fund-7%
- Bank of AmericaBAC0.2% of the fund-6%
- Dell TechnologiesDELL0.2% of the fund-3%
- GlobantGLOB0.2% of the fund-2%
- Vanguard Index FDSVBK0.1% of the fund-4%
- HaleonHLN0.1% of the fund-11%
- SempraSRE0.1% of the fund-10%
- Fidelity Covington TrustFTEC0.1% of the fund-8%
- Capri HoldingsCPRI0.1% of the fund-3%
- Spdr Series TrustSPTS<0.1% of the fund-10%
- PfizerPFE<0.1% of the fund-4%
- Fundx Invt TRXCOR<0.1% of the fund-5%
- Ishares TRDGRO<0.1% of the fund-14%
- Fifth Third BancorpFITB<0.1% of the fund-20%
Sold out
Sold their entire stake.
- S&P GlobalSPGI-100%
- Honeywell InternationalHON-100%
- AllstateALL-100%
Holdings
- Genmab A/SGMAB
- Share
- 1.2%
- Value
- $4m
- Shares
- 160,910
Held
- Vanguard Index FDSVOE
- Share
- 0.9%
- Value
- $3m
- Shares
- 17,107
-4%
- NiceNICE
- Share
- 0.9%
- Value
- $3m
- Shares
- 36,180
-3%
- GSKGSK
- Share
- 0.9%
- Value
- $3m
- Shares
- 59,214
Held
- InfosysINFY
- Share
- 0.8%
- Value
- $3m
- Shares
- 293,869
Held
- Vanguard Index FDSVTV
- Share
- 0.8%
- Value
- $3m
- Shares
- 13,484
Held
- Vanguard Specialized FundsVIG
- Share
- 0.7%
- Value
- $3m
- Shares
- 11,485
Held
- Vanguard Whitehall FDSVYM
- Share
- 0.7%
- Value
- $3m
- Shares
- 16,824
-4%
- Vanguard World FDVHT
- Share
- 0.6%
- Value
- $2m
- Shares
- 7,797
Held
- Invesco Exchange Traded FD TPRF
- Share
- 0.4%
- Value
- $1m
- Shares
- 25,000
Held
- S&P Global
- Share
- 0.3%
- Value
- $1m
- Shares
- 2,932
New
- Vanguard Index FDSVUG
- Share
- 0.3%
- Value
- $1m
- Shares
- 12,251
Held
- Vanguard Intl Equity Index FVEU
- Share
- 0.3%
- Value
- $921,920
- Shares
- 11,008
-4%
- Ishares TRSOXX
- Share
- 0.2%
- Value
- $875,907
- Shares
- 1,367
-7%
- Ishares TRUSMV
- Share
- 0.2%
- Value
- $773,995
- Shares
- 8,024
Held
- Invesco QQQ TRQQQ
- Share
- 0.2%
- Value
- $706,486
- Shares
- 959
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $672,830
- Shares
- 901
Held
- Invesco Exchange Traded FD TPRFZ
- Share
- 0.2%
- Value
- $585,585
- Shares
- 10,500
Held
- Vanguard Index FDSVBR
- Share
- 0.2%
- Value
- $549,157
- Shares
- 2,260
Held
- Vanguard Index FDSVBK
- Share
- 0.1%
- Value
- $491,867
- Shares
- 1,345
-4%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 7.1% | $26m | 89,665 | Held |
| AlphabetGOOGL | 4.1% | $15m | 41,959 | Held |
| Meta PlatformsMETA | 3.9% | $14m | 25,024 | Held |
| AlphabetGOOG | 3.7% | $14m | 38,527 | -3% |
| MicrosoftMSFT | 2.9% | $10m | 27,896 | Held |
| QualcommQCOM | 2.8% | $10m | 55,840 | Held |
| Vertex PharmaceuticalsVRTX | 2.7% | $10m | 19,931 | Held |
| NetAppNTAP | 2.3% | $9m | 55,037 | Held |
| Gilead SciencesGILD | 2.1% | $8m | 61,319 | Held |
| Cisco SystemsCSCO | 2.1% | $8m | 65,557 | Held |
| C. H. Robinson WorldwideCHRW | 2.1% | $8m | 40,129 | Held |
| IncyteINCY | 2.0% | $7m | 65,133 | Held |
| Teva Pharmaceutical IndustriesTEVA | 2.0% | $7m | 212,978 | Held |
| UnitedHealth GroupUNH | 1.7% | $6m | 15,160 | Held |
| Expeditors International of WashingtonEXPD | 1.7% | $6m | 37,106 | Held |
| Regeneron PharmaceuticalsREGN | 1.6% | $6m | 9,491 | Held |
| Price T Rowe GroupTROW | 1.5% | $5m | 48,258 | Held |
| WalmartWMT | 1.4% | $5m | 45,895 | Held |
| Berkshire HathawayBRK-B | 1.4% | $5m | 10,378 | Held |
| AstrazenecaAZN | 1.4% | $5m | 27,221 | Held |
| International Business MachinesIBM | 1.4% | $5m | 17,733 | Held |
| AmgenAMGN | 1.3% | $5m | 12,935 | Held |
| Euronet WorldwideEEFT | 1.2% | $5m | 61,636 | Held |
| Genmab A/SGMAB | 1.2% | $4m | 160,910 | Held |
| CintasCTAS | 1.2% | $4m | 24,933 | Held |
| IntelINTC | 1.1% | $4m | 28,942 | Held |
| NvidiaNVDA | 1.1% | $4m | 20,113 | -8% |
| AbbVieABBV | 1.1% | $4m | 15,376 | Held |
| Johnson & JohnsonJNJ | 1.0% | $4m | 13,954 | Held |
| ZoetisZTS | 1.0% | $4m | 49,190 | New |
| Vanguard Index FDSVOE | 0.9% | $3m | 17,107 | -4% |
| NiceNICE | 0.9% | $3m | 36,180 | -3% |
| MerckMRK | 0.9% | $3m | 25,475 | Held |
| Proto LabsPRLB | 0.9% | $3m | 38,728 | Held |
| AdobeADBE | 0.9% | $3m | 15,350 | Held |
| Analog DevicesADI | 0.9% | $3m | 7,832 | -10% |
| GSKGSK | 0.9% | $3m | 59,214 | Held |
| InfosysINFY | 0.8% | $3m | 293,869 | Held |
| Bristol-Myers SquibbBMY | 0.8% | $3m | 52,522 | Held |
| Check Point Software TechnologiesCHKP | 0.8% | $3m | 23,024 | Held |
| KLAKLAC | 0.8% | $3m | 9,810 | Held |
| Vanguard Index FDSVTV | 0.8% | $3m | 13,484 | Held |
| StrykerSYK | 0.8% | $3m | 9,033 | Held |
| Urban OutfittersURBN | 0.8% | $3m | 39,339 | -4% |
| Vanguard Specialized FundsVIG | 0.7% | $3m | 11,485 | Held |
| Vanguard Whitehall FDSVYM | 0.7% | $3m | 16,824 | -4% |
| Cigna GroupCI | 0.7% | $3m | 9,244 | Held |
| Teledyne TechnologiesTDY | 0.7% | $3m | 3,819 | Held |
| Lowe's CompaniesLOW | 0.7% | $2m | 11,305 | Held |
| Franklin TempletonBEN | 0.7% | $2m | 74,493 | Held |
| Illinois Tool WorksITW | 0.7% | $2m | 8,906 | Held |
| Jack Henry & AssociatesJKHY | 0.7% | $2m | 17,350 | New |
| Vanguard World FDVHT | 0.6% | $2m | 7,797 | Held |
| PayPal HoldingsPYPL | 0.6% | $2m | 53,282 | Held |
| Marvell TechnologyMRVL | 0.6% | $2m | 7,181 | Held |
| Novartis AGNVS | 0.6% | $2m | 13,284 | Held |
| Emerson ElectricEMR | 0.6% | $2m | 14,286 | Held |
| Factset Research SystemsFDS | 0.6% | $2m | 8,780 | Held |
| Coca-ColaKO | 0.5% | $2m | 24,422 | Held |
| OracleORCL | 0.5% | $2m | 12,963 | Held |
| StarbucksSBUX | 0.5% | $2m | 17,948 | Held |
| ExxonMobil HoldingsXOM | 0.5% | $2m | 12,887 | Held |
| PepsiCoPEP | 0.5% | $2m | 12,915 | Held |
| EPAM SystemsEPAM | 0.5% | $2m | 21,130 | Held |
| Dolby LaboratoriesDLB | 0.5% | $2m | 31,486 | Held |
| Home DepotHD | 0.4% | $1m | 4,250 | Held |
| NetflixNFLX | 0.4% | $1m | 20,855 | -2% |
| Abbott LaboratoriesABT | 0.4% | $1m | 16,376 | Held |
| Amazon.comAMZN | 0.4% | $1m | 6,005 | Held |
| MedtronicMDT | 0.4% | $1m | 17,735 | Held |
| Invesco Exchange Traded FD TPRF | 0.4% | $1m | 25,000 | Held |
| Applied MaterialsAMAT | 0.4% | $1m | 1,808 | Held |
| TeslaTSLA | 0.3% | $1m | 2,865 | Held |
| S&P Global | 0.3% | $1m | 2,932 | New |
| Vanguard Index FDSVUG | 0.3% | $1m | 12,251 | Held |
| JPMorgan ChaseJPM | 0.3% | $1m | 3,143 | Held |
| eBayEBAY | 0.3% | $976,803 | 8,741 | -2% |
| Vanguard Intl Equity Index FVEU | 0.3% | $921,920 | 11,008 | -4% |
| AmdocsDOX | 0.3% | $909,886 | 18,003 | Held |
| Wells Fargo & CompanyWFC | 0.2% | $896,148 | 10,844 | -3% |
| Ishares TRSOXX | 0.2% | $875,907 | 1,367 | -7% |
| Bank of AmericaBAC | 0.2% | $875,441 | 15,364 | -6% |
| Dell TechnologiesDELL | 0.2% | $830,561 | 1,925 | -3% |
| Eli LillyLLY | 0.2% | $823,172 | 686 | +12% |
| Dollar TreeDLTR | 0.2% | $810,970 | 6,705 | Held |
| Ishares TRUSMV | 0.2% | $773,995 | 8,024 | Held |
| 3MMMM | 0.2% | $751,713 | 4,643 | Held |
| Micron TechnologyMU | 0.2% | $722,586 | 626 | New |
| GlobantGLOB | 0.2% | $716,033 | 24,742 | -2% |
| United Parcel ServiceUPS | 0.2% | $714,875 | 6,650 | Held |
| Invesco QQQ TRQQQ | 0.2% | $706,486 | 959 | Held |
| Costco WholesaleCOST | 0.2% | $697,861 | 746 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $672,830 | 901 | Held |
| WiproWIT | 0.2% | $623,776 | 277,234 | Held |
| Palantir TechnologiesPLTR | 0.2% | $602,484 | 5,164 | Held |
| Invesco Exchange Traded FD TPRFZ | 0.2% | $585,585 | 10,500 | Held |
| Hippo HoldingsHIPO | 0.2% | $571,135 | 20,210 | Held |
| Vanguard Index FDSVBR | 0.2% | $549,157 | 2,260 | Held |
| BroadcomAVGO | 0.1% | $533,761 | 1,413 | Held |
| Vanguard Index FDSVBK | 0.1% | $491,867 | 1,345 | -4% |
Showing the largest 100 of 153.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 21.7% since 30 June 2025.
Where the money is
Technology29.2%
Health care23.0%
Media & telecom12.3%
Financial services8.3%
Industrials8.1%
Retail & consumer3.7%
Everyday goods2.9%
Energy0.6%
Utilities0.3%
Other11.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.