Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $25.9M | 7.1% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $15M | 4.1% |
| Meta Platforms Inc.CL A | CL A | $14.1M | 3.9% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $13.6M | 3.7% |
| Microsoft Corp.COM | COM | $10.4M | 2.9% |
| Qualcomm Inc.COM | COM | $10.3M | 2.8% |
| Vertex Pharmaceuticals Inc.COM | COM | $9.9M | 2.7% |
| Netapp Inc.COM | COM | $8.52M | 2.3% |
| Gilead Sciences Inc.COM | COM | $7.75M | 2.1% |
| Cisco Sys Inc.COM | COM | $7.7M | 2.1% |
| C H Robinson Worldwide INCOM NEW | COM NEW | $7.56M | 2.1% |
| Incyte Corp.COM | COM | $7.38M | 2.0% |
| Teva Pharmaceutical Inds LtdSPONSORED ADS | SPONSORED ADS | $7.22M | 2.0% |
| Unitedhealth Group Inc.COM | COM | $6.3M | 1.7% |
| Expeditors Intl Wash Inc.COM | COM | $6.05M | 1.7% |
| Regeneron PharmaceuticalsCOM | COM | $5.92M | 1.6% |
| Price T Rowe Group Inc.COM | COM | $5.49M | 1.5% |
| Walmart Inc.COM | COM | $5.2M | 1.4% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $5.19M | 1.4% |
| Astrazeneca PLCORD | ORD | $5.16M | 1.4% |
| International Business MachsCOM | COM | $4.99M | 1.4% |
| Amgen Inc.COM | COM | $4.68M | 1.3% |
| Euronet Worldwide Inc.COM | COM | $4.51M | 1.2% |
| Genmab A/sSPONSORED ADS | SPONSORED ADS | $4.42M | 1.2% |
| Cintas Corp.COM | COM | $4.24M | 1.2% |
| Intel Corp.COM | COM | $4.04M | 1.1% |
| Nvidia CorporationCOM | COM | $4.02M | 1.1% |
| Abbvie Inc.COM | COM | $3.87M | 1.1% |
| Johnson & JohnsonCOM | COM | $3.54M | 1.0% |
| Zoetis Inc.CL A | CL A | $3.53M | 1.0% |
| Vanguard Index FdsMCAP VL IDXVIP | MCAP VL IDXVIP | $3.38M | 0.9% |
| Nice LtdSPONSORED ADR | SPONSORED ADR | $3.29M | 0.9% |
| Merck & CO Inc.COM | COM | $3.27M | 0.9% |
| Proto Labs Inc.COM | COM | $3.16M | 0.9% |
| Adobe Inc.COM | COM | $3.15M | 0.9% |
| Analog Devices Inc.COM | COM | $3.11M | 0.9% |
| Gsk PLCSPONSORED ADR | SPONSORED ADR | $3.1M | 0.9% |
| Infosys LtdSPONSORED ADR | SPONSORED ADR | $3.08M | 0.8% |
| Bristol-myers Squibb COCOM | COM | $3.03M | 0.8% |
| Check Point Software Tech LTORD | ORD | $3.03M | 0.8% |
| KLA Corp.COM NEW | COM NEW | $2.96M | 0.8% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $2.94M | 0.8% |
| Stryker CorporationCOM | COM | $2.84M | 0.8% |
| Urban Outfitters Inc.COM | COM | $2.79M | 0.8% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $2.72M | 0.7% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $2.66M | 0.7% |
| The Cigna GroupCOM | COM | $2.55M | 0.7% |
| Teledyne Technologies Inc.COM | COM | $2.55M | 0.7% |
| Lowes Cos Inc.COM | COM | $2.49M | 0.7% |
| Franklin Resources Inc.COM | COM | $2.48M | 0.7% |
Apple Inc.COM$25.9M
- Class
- COM
- Share
- 7.1%
Alphabet Inc.CAP STK CL A$15M
- Class
- CAP STK CL A
- Share
- 4.1%
Meta Platforms Inc.CL A$14.1M
- Class
- CL A
- Share
- 3.9%
Alphabet Inc.CAP STK CL C$13.6M
- Class
- CAP STK CL C
- Share
- 3.7%
Microsoft Corp.COM$10.4M
- Class
- COM
- Share
- 2.9%
Qualcomm Inc.COM$10.3M
- Class
- COM
- Share
- 2.8%
Vertex Pharmaceuticals Inc.COM$9.9M
- Class
- COM
- Share
- 2.7%
Netapp Inc.COM$8.52M
- Class
- COM
- Share
- 2.3%
Gilead Sciences Inc.COM$7.75M
- Class
- COM
- Share
- 2.1%
Cisco Sys Inc.COM$7.7M
- Class
- COM
- Share
- 2.1%
C H Robinson Worldwide INCOM NEW$7.56M
- Class
- COM NEW
- Share
- 2.1%
Incyte Corp.COM$7.38M
- Class
- COM
- Share
- 2.0%
Teva Pharmaceutical Inds LtdSPONSORED ADS$7.22M
- Class
- SPONSORED ADS
- Share
- 2.0%
Unitedhealth Group Inc.COM$6.3M
- Class
- COM
- Share
- 1.7%
Expeditors Intl Wash Inc.COM$6.05M
- Class
- COM
- Share
- 1.7%
Regeneron PharmaceuticalsCOM$5.92M
- Class
- COM
- Share
- 1.6%
Price T Rowe Group Inc.COM$5.49M
- Class
- COM
- Share
- 1.5%
Walmart Inc.COM$5.2M
- Class
- COM
- Share
- 1.4%
Berkshire Hathaway Inc. DelCL B NEW$5.19M
- Class
- CL B NEW
- Share
- 1.4%
Astrazeneca PLCORD$5.16M
- Class
- ORD
- Share
- 1.4%
International Business MachsCOM$4.99M
- Class
- COM
- Share
- 1.4%
Amgen Inc.COM$4.68M
- Class
- COM
- Share
- 1.3%
Euronet Worldwide Inc.COM$4.51M
- Class
- COM
- Share
- 1.2%
Genmab A/sSPONSORED ADS$4.42M
- Class
- SPONSORED ADS
- Share
- 1.2%
Cintas Corp.COM$4.24M
- Class
- COM
- Share
- 1.2%
Intel Corp.COM$4.04M
- Class
- COM
- Share
- 1.1%
Nvidia CorporationCOM$4.02M
- Class
- COM
- Share
- 1.1%
Abbvie Inc.COM$3.87M
- Class
- COM
- Share
- 1.1%
Johnson & JohnsonCOM$3.54M
- Class
- COM
- Share
- 1.0%
Zoetis Inc.CL A$3.53M
- Class
- CL A
- Share
- 1.0%
Vanguard Index FdsMCAP VL IDXVIP$3.38M
- Class
- MCAP VL IDXVIP
- Share
- 0.9%
Nice LtdSPONSORED ADR$3.29M
- Class
- SPONSORED ADR
- Share
- 0.9%
Merck & CO Inc.COM$3.27M
- Class
- COM
- Share
- 0.9%
Proto Labs Inc.COM$3.16M
- Class
- COM
- Share
- 0.9%
Adobe Inc.COM$3.15M
- Class
- COM
- Share
- 0.9%
Analog Devices Inc.COM$3.11M
- Class
- COM
- Share
- 0.9%
Gsk PLCSPONSORED ADR$3.1M
- Class
- SPONSORED ADR
- Share
- 0.9%
Infosys LtdSPONSORED ADR$3.08M
- Class
- SPONSORED ADR
- Share
- 0.8%
Bristol-myers Squibb COCOM$3.03M
- Class
- COM
- Share
- 0.8%
Check Point Software Tech LTORD$3.03M
- Class
- ORD
- Share
- 0.8%
KLA Corp.COM NEW$2.96M
- Class
- COM NEW
- Share
- 0.8%
Vanguard Index FdsVALUE ETF$2.94M
- Class
- VALUE ETF
- Share
- 0.8%
Stryker CorporationCOM$2.84M
- Class
- COM
- Share
- 0.8%
Urban Outfitters Inc.COM$2.79M
- Class
- COM
- Share
- 0.8%
Vanguard Specialized FundsDIV APP ETF$2.72M
- Class
- DIV APP ETF
- Share
- 0.7%
Vanguard Whitehall FdsHIGH DIV YLD$2.66M
- Class
- HIGH DIV YLD
- Share
- 0.7%
The Cigna GroupCOM$2.55M
- Class
- COM
- Share
- 0.7%
Teledyne Technologies Inc.COM$2.55M
- Class
- COM
- Share
- 0.7%
Lowes Cos Inc.COM$2.49M
- Class
- COM
- Share
- 0.7%
Franklin Resources Inc.COM$2.48M
- Class
- COM
- Share
- 0.7%
The share class is shown on a wider screen.
The 50 largest of 153 positions by value, with holdings of the same security combined. The 153 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1630365
- File number
- 028-16614
- Options
- 0 call, 0 put
- In the 25 largest
- 57.1%
- Prior quarter
- $324M at 31 March 2026
- Positions opened
- 17
- Positions closed
- 3
Common questions
What are Aimz Investment Advisors’ 13F holdings worth?
$363 million across 153 positions for the quarter ended 30 June 2026.
What is Aimz Investment Advisors’ largest 13F holding?
APPLE INC (COM) was the largest position at $25.9 million, or 7.1% of reported 13F value, as of 30 June 2026.
How concentrated is Aimz Investment Advisors’ 13F portfolio?
The ten largest positions accounted for 33.9% of reported value and the twenty-five largest for 57.1%, across 153 positions as of 30 June 2026.
Does Form 13F show everything Aimz Investment Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Aimz Investment Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.