AIMZ Investment Advisors, LLC
CIK: 0001630365SEC EDGAR →
Portfolio Value
$349.6M
Holdings
140
As of
Q4 2025
New Positions
1
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 91,909 | $25.0M | 7.15% |
| 2 | META PLATFORMS INC | 25,331 | $16.7M | 4.78% |
| 3 | MICROSOFT CORP | 28,310 | $13.7M | 3.92% |
| 4 | ALPHABET INC | 43,557 | $13.6M | 3.90% |
| 5 | ALPHABET INC | 43,259 | $13.6M | 3.88% |
| 6 | QUALCOMM INC | 56,859 | $9.7M | 2.78% |
| 7 | VERTEX PHARMACEUTICALS INC | 20,261 | $9.2M | 2.63% |
| 8 | GILEAD SCIENCES INC | 63,837 | $7.8M | 2.24% |
| 9 | REGENERON PHARMACEUTICALS | 9,649 | $7.4M | 2.13% |
| 10 | TEVA PHARMACEUTICAL INDS LTD | 220,536 | $6.9M | 1.97% |
Quarterly Changes
New Positions (16)
$4.3M · 38K shares
$2.5M · 9K shares
$565K · 2K shares
$562K · 8K shares
$424K · 1K shares
$400K · 14K shares
$376K · 2K shares
$365K · 2K shares
$358K · 1K shares
$331K · 2K shares
$303K · 8K shares
$224K · 392 shares
$223K · 2K shares
$213K · 3K shares
$200K · 8K shares
$8K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 28 | $107.5M | 30.7% |
| Healthcare | 23 | $84.3M | 24.1% |
| Communication Services | 6 | $46.4M | 13.3% |
| Financial Services | 39 | $42.9M | 12.3% |
| Industrials | 13 | $21.7M | 6.2% |
| Unknown | 8 | $19.9M | 5.7% |
| Consumer Cyclical | 10 | $13.1M | 3.7% |
| Consumer Defensive | 7 | $10.5M | 3.0% |
| Energy | 4 | $2.5M | 0.7% |
| Utilities | 2 | $827K | 0.2% |