AIMZ Investment Advisors, LLC

CIK 0001630365 • 6 13F filings • May 14, 2025 – Aug 14, 2026

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Filer information

Filed by: AIMZ Investment Advisors, LLC, PRESIDENT
Address: 4984 EL CAMINO REAL, SUITE 101, LOS ALTOS, CA, 94022
Phone: 6509881088
AUM: $349.6M

AUM over time

$363.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $349.6M140 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$743K	0.2%Prev: 0.2%	4,643 SH	Increased-50 SH
ABBOTT LABS	COM	$2.1M	0.6%Prev: 0.7%	16,487 SH	Decreased-98 SH
ABBVIE INC	COM	$3.6M	1.0%Prev: 1.1%	15,561 SH	Decreased-98 SH
ADOBE INC	COM	$5.4M	1.5%Prev: 1.6%	15,362 SH	Increased+750 SH
AFLAC INC	COM	$313K	0.1%Prev: 0.1%	2,834 SH	Decreased
ALLSTATE CORP	COM	$219K	0.1%Prev: 0.1%	1,050 SH	Decreased
ALPHABET INC	CAP STK CL A	$13.6M	3.9%Prev: 3.2%	43,557 SH	Increased+1,775 SH
ALPHABET INC	CAP STK CL C	$13.6M	3.9%Prev: 3.5%	43,259 SH	Increased-2,211 SH
AMAZON COM INC	COM	$1.3M	0.4%Prev: 0.4%	5,821 SH	Increased+16 SH
AMDOCS LTD	SHS	$1.4M	0.4%Prev: 0.5%	17,996 SH	Decreased-147 SH
AMGEN INC	COM	$4.2M	1.2%Prev: 1.2%	12,944 SH	Increased-88 SH
ANALOG DEVICES INC	COM	$2.5M	0.7%Prev: 0.7%	9,280 SH	Increased+1 SH
APPLE INC	COM	$25.0M	7.1%Prev: 6.8%	91,909 SH	Increased+6,809 SH
APPLIED MATLS INC	COM	$474K	0.1%Prev: 0.1%	1,845 SH	Increased-135 SH
ASTRAZENECA PLC	SPONSORED ADR	$5.1M	1.5%Prev: 1.4%	55,781 SH	Increased-478 SH
AT&T INC	COM	$280K	0.1%Prev: 0.1%	11,254 SH	Decreased-260 SH
AUTOMATIC DATA PROCESSING IN	COM	$433K	0.1%Prev: 0.2%	1,685 SH	Decreased
BANK AMERICA CORP	COM	$893K	0.3%Prev: 0.3%	16,244 SH	Decreased-1,398 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.3M	1.5%Prev: 1.7%	10,538 SH	Decreased-55 SH
BEYOND MEAT INC	COM	$8K	0.0%	10,000 SH	New
BOEING CO	COM	$332K	0.1%	1,527 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$2.9M	0.8%Prev: 0.8%	53,282 SH	Increased-596 SH
BROADCOM INC	COM	$446K	0.1%Prev: 0.1%	1,290 SH	Increased
C H ROBINSON WORLDWIDE INC	COM NEW	$6.6M	1.9%Prev: 1.7%	41,204 SH	Increased-697 SH
CAPRI HOLDINGS LIMITED	SHS	$518K	0.1%Prev: 0.1%	21,240 SH	Increased-2,045 SH
CATERPILLAR INC	COM	$224K	0.1%	392 SH	New
CHECK POINT SOFTWARE TECH LT	ORD	$4.3M	1.2%Prev: 1.5%	23,424 SH	Decreased
CHEVRON CORP NEW	COM	$272K	0.1%Prev: 0.1%	1,783 SH	Decreased
CINTAS CORP	COM	$4.8M	1.4%Prev: 1.7%	25,650 SH	Decreased-250 SH
CISCO SYS INC	COM	$5.2M	1.5%Prev: 1.5%	67,149 SH	Increased-1,695 SH
COCA COLA CO	COM	$1.7M	0.5%Prev: 0.5%	24,592 SH	Increased+10 SH
CONOCOPHILLIPS	COM	$263K	0.1%Prev: 0.1%	2,812 SH	Decreased
COSTCO WHSL CORP NEW	COM	$642K	0.2%Prev: 0.2%	744 SH	Decreased
DELL TECHNOLOGIES INC	CL C	$251K	0.1%Prev: 0.1%	1,998 SH	Decreased
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$304K	0.1%	7,968 SH	New
DISNEY WALT CO	COM	$207K	0.1%Prev: 0.1%	1,822 SH	Decreased
DOLBY LABORATORIES INC	COM CL A	$2.1M	0.6%Prev: 0.7%	32,077 SH	Decreased+3 SH
DOLLAR TREE INC	COM	$827K	0.2%Prev: 0.2%	6,720 SH	Increased-100 SH
EBAY INC.	COM	$779K	0.2%Prev: 0.3%	8,939 SH	Decreased+1 SH
ELI LILLY & CO	COM	$628K	0.2%Prev: 0.1%	584 SH	Increased
EMERSON ELEC CO	COM	$1.9M	0.5%Prev: 0.6%	14,442 SH	Increased-23 SH
EPAM SYS INC	COM	$4.5M	1.3%Prev: 1.0%	21,870 SH	Increased-225 SH
ETF SER SOLUTIONS	DEFIANCE QUANTUM	$224K	0.1%	2,042 SH	New
EURONET WORLDWIDE INC	COM	$2.2M	0.6%Prev: 0.6%	29,040 SH	Increased+6,190 SH
EXPEDITORS INTL WASH INC	COM	$5.7M	1.6%Prev: 1.5%	38,103 SH	Increased-374 SH
EXXON MOBIL CORP	COM	$1.6M	0.4%Prev: 0.5%	12,932 SH	Increased+3 SH
FACTSET RESH SYS INC	COM	$2.5M	0.7%	8,675 SH	New
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$376K	0.1%	1,674 SH	New
FRANKLIN RESOURCES INC	COM	$1.8M	0.5%Prev: 0.6%	76,732 SH	Increased-821 SH
FUNDX INVT TR	FUNDX ETF	$262K	0.1%Prev: 0.1%	3,259 SH	Increased
GE AEROSPACE	COM NEW	$339K	0.1%Prev: 0.1%	1,102 SH	Increased
GENERAL MTRS CO	COM	$213K	0.1%	2,625 SH	New
GENMAB A/S	SPONSORED ADS	$5.0M	1.4%Prev: 1.6%	163,310 SH	Decreased-1,200 SH
GILEAD SCIENCES INC	COM	$7.8M	2.2%Prev: 2.2%	63,837 SH	Increased-293 SH
GLOBANT S A	COM	$1.7M	0.5%Prev: 0.5%	25,467 SH	Decreased-4,940 SH
GSK PLC	SPONSORED ADR	$3.0M	0.9%Prev: 0.8%	60,823 SH	Increased-397 SH
HALEON PLC	SPON ADS	$583K	0.2%Prev: 0.2%	57,628 SH	Increased-5,500 SH
HIPPO HLDGS INC	COM NEW	$608K	0.2%Prev: 0.2%	20,210 SH	Decreased
HOME DEPOT INC	COM	$1.5M	0.4%Prev: 0.6%	4,450 SH	Decreased
HONEYWELL INTL INC	COM	$245K	0.1%Prev: 0.1%	1,255 SH	Decreased
ILLINOIS TOOL WKS INC	COM	$2.2M	0.6%Prev: 0.7%	8,927 SH	Decreased+1 SH
INCYTE CORP	COM	$6.5M	1.9%Prev: 1.8%	66,173 SH	Increased-850 SH
INFOSYS LTD	SPONSORED ADR	$5.4M	1.5%Prev: 1.6%	301,630 SH	Increased-3,841 SH
INTEL CORP	COM	$1.1M	0.3%Prev: 0.3%	29,212 SH	Increased-600 SH
INTERNATIONAL BUSINESS MACHS	COM	$5.3M	1.5%Prev: 1.6%	17,905 SH	Increased-253 SH
INTUITIVE SURGICAL INC	COM NEW	$561K	0.2%Prev: 0.1%	990 SH	Increased
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$1.2M	0.3%Prev: 0.4%	25,000 SH	Increased
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$482K	0.1%Prev: 0.1%	10,500 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$602K	0.2%Prev: 0.2%	980 SH	Decreased-30 SH
ISHARES TR	CORE DIV GRWTH	$562K	0.2%	8,098 SH	New
ISHARES TR	ISHARES SEMICDTR	$565K	0.2%	1,877 SH	New
ISHARES TR	MSCI USA MIN VOL	$756K	0.2%Prev: 0.2%	8,024 SH	Decreased
ISHARES TR	US BR DEL SE ETF	$366K	0.1%	2,040 SH	New
JOHNSON & JOHNSON	COM	$3.0M	0.8%Prev: 0.8%	14,287 SH	Increased-148 SH
JPMORGAN CHASE & CO.	COM	$1.0M	0.3%Prev: 0.3%	3,193 SH	Increased+300 SH
KLA CORP	COM NEW	$1.2M	0.3%Prev: 0.3%	977 SH	Increased-30 SH
KOHLS CORP	COM	$232K	0.1%Prev: 0.1%	11,361 SH	Increased-3,048 SH
LOWES COS INC	COM	$2.8M	0.8%Prev: 0.9%	11,577 SH	Decreased+1 SH
MARVELL TECHNOLOGY INC	COM	$605K	0.2%Prev: 0.2%	7,122 SH	Decreased-600 SH
MASTERCARD INCORPORATED	CL A	$352K	0.1%Prev: 0.1%	617 SH	Decreased-37 SH
MCDONALDS CORP	COM	$497K	0.1%Prev: 0.2%	1,627 SH	Increased
MEDTRONIC PLC	SHS	$1.7M	0.5%Prev: 0.5%	17,726 SH	Increased+4 SH
MERCK & CO INC	COM	$2.7M	0.8%Prev: 0.7%	25,632 SH	Increased-298 SH
META PLATFORMS INC	CL A	$16.7M	4.8%Prev: 5.9%	25,331 SH	Decreased-249 SH
MICROSOFT CORP	COM	$13.7M	3.9%Prev: 4.7%	28,310 SH	Decreased-310 SH
MYRIAD GENETICS INC	COM	$231K	0.1%Prev: 0.1%	37,610 SH	Decreased-1,575 SH
NETAPP INC	COM	$6.0M	1.7%Prev: 2.1%	55,730 SH	Decreased-648 SH
NETFLIX INC	COM	$2.0M	0.6%Prev: 0.8%	21,170 SH	Decreased+19,104 SH
NICE LTD	SPONSORED ADR	$4.3M	1.2%	38,175 SH	New
NOKIA CORP	SPONSORED ADR	$124K	0.0%Prev: 0.0%	19,100 SH	Increased
NORTHROP GRUMMAN CORP	COM	$302K	0.1%Prev: 0.1%	530 SH	Decreased
NOVARTIS AG	SPONSORED ADR	$1.8M	0.5%Prev: 0.5%	13,328 SH	Increased
NVIDIA CORPORATION	COM	$4.0M	1.2%Prev: 1.1%	21,692 SH	Increased+2,600 SH
ORACLE CORP	COM	$2.5M	0.7%Prev: 1.2%	12,963 SH	Decreased-790 SH
PALANTIR TECHNOLOGIES INC	CL A	$907K	0.3%Prev: 0.3%	5,100 SH	Decreased-1,000 SH
PAYPAL HLDGS INC	COM	$3.2M	0.9%Prev: 1.1%	55,236 SH	Decreased+2,102 SH
PEPSICO INC	COM	$1.8M	0.5%Prev: 0.6%	12,886 SH	Increased-50 SH
PFIZER INC	COM	$347K	0.1%Prev: 0.1%	13,922 SH	Decreased-1,191 SH
PNC FINL SVCS GROUP INC	COM	$261K	0.1%Prev: 0.1%	1,250 SH	Increased
PPL CORP	COM	$395K	0.1%Prev: 0.1%	11,267 SH	Decreased-100 SH
PRICE T ROWE GROUP INC	COM	$5.0M	1.4%Prev: 1.6%	48,420 SH	Decreased-133 SH
PROCTER AND GAMBLE CO	COM	$250K	0.1%Prev: 0.1%	1,747 SH	Decreased
PROTO LABS INC	COM	$2.0M	0.6%Prev: 0.6%	39,628 SH	Increased-400 SH
QUALCOMM INC	COM	$9.7M	2.8%Prev: 3.0%	56,859 SH	Increased-458 SH
REGENERON PHARMACEUTICALS	COM	$7.4M	2.1%Prev: 1.7%	9,649 SH	Increased-80 SH
S&P GLOBAL INC	COM	$1.6M	0.4%Prev: 0.5%	2,972 SH	Increased-24 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$200K	0.1%	8,330 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$338K	0.1%Prev: 0.1%	11,400 SH	Increased
SEMPRA	COM	$434K	0.1%Prev: 0.1%	4,910 SH	Decreased
SHELL PLC	SPON ADS	$366K	0.1%Prev: 0.1%	4,975 SH	Decreased-300 SH
SPDR S&P 500 ETF TR	TR UNIT	$631K	0.2%Prev: 0.2%	926 SH	Increased+1 SH
SPDR SERIES TRUST	STATE STREET SPD	$401K	0.1%	13,682 SH	New
STARBUCKS CORP	COM	$1.6M	0.4%Prev: 0.5%	18,422 SH	Decreased+2 SH
STRYKER CORPORATION	COM	$3.2M	0.9%Prev: 1.1%	9,032 SH	Decreased-100 SH
TELEDYNE TECHNOLOGIES INC	COM	$2.0M	0.6%Prev: 0.7%	3,962 SH	Decreased-65 SH
TESLA INC	COM	$1.2M	0.4%Prev: 0.4%	2,757 SH	Increased+4 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$6.9M	2.0%Prev: 1.4%	220,536 SH	Increased-1,750 SH
THE CIGNA GROUP	COM	$2.6M	0.7%Prev: 0.8%	9,385 SH	Decreased
TRAVELERS COMPANIES INC	COM	$226K	0.1%Prev: 0.1%	778 SH	Increased
UBIQUITI INC	COM	$291K	0.1%Prev: 0.1%	525 SH	Decreased
UNITED PARCEL SERVICE INC	CL B	$660K	0.2%Prev: 0.2%	6,650 SH	Increased-100 SH
UNITEDHEALTH GROUP INC	COM	$5.1M	1.4%Prev: 1.7%	15,318 SH	Decreased+2 SH
URBAN OUTFITTERS INC	COM	$3.2M	0.9%Prev: 1.0%	42,039 SH	Increased-1,000 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.0M	0.3%Prev: 0.3%	2,089 SH	Decreased-89 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$359K	0.1%	1,285 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$3.3M	0.9%Prev: 0.9%	18,531 SH	Increased+2,479 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$492K	0.1%Prev: 0.1%	2,325 SH	Increased+1,310 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$424K	0.1%	1,405 SH	New
VANGUARD INDEX FDS	VALUE ETF	$2.7M	0.8%Prev: 0.7%	14,393 SH	Increased+2,395 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$848K	0.2%Prev: 0.2%	11,533 SH	Increased+3,730 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.6M	0.8%Prev: 0.7%	12,042 SH	Increased+2,196 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.6M	0.7%Prev: 0.7%	18,267 SH	Increased+3,234 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$2.4M	0.7%Prev: 0.6%	8,427 SH	Increased+1,564 SH
VERIZON COMMUNICATIONS INC	COM	$212K	0.1%Prev: 0.1%	5,209 SH	Decreased
VERTEX PHARMACEUTICALS INC	COM	$9.2M	2.6%Prev: 2.5%	20,261 SH	Increased-100 SH
VISA INC	COM CL A	$422K	0.1%Prev: 0.1%	1,204 SH	Increased
WALMART INC	COM	$5.2M	1.5%Prev: 1.5%	46,818 SH	Increased-495 SH
WELLS FARGO CO NEW	COM	$1.0M	0.3%Prev: 0.3%	11,158 SH	Increased-314 SH
WESTERN ALLIANCE BANCORP	COM	$443K	0.1%Prev: 0.1%	5,271 SH	Decreased
WIPRO LTD	SPON ADR 1 SH	$817K	0.2%Prev: 0.2%	287,509 SH	Increased-5,332 SH

Sold (vs prior filing)

BERKLEY W R CORP — $215K
GLOBAL PMTS INC — $212K
METLIFE INC — $205K
SPIRIT AEROSYSTEMS HLDGS INC — $235K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001630365-26-000002	$349.6M	View
Nov 12, 2025	Q3 2025	13F-HR	0001630365-25-000011	$318.7M	View
Aug 14, 2026	Q2 2026