Q2 2026 13F · SEC CIK 1630365
AIMZ Investment Advisors, LLC
Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $363.5M
- Reported positions
- 153
- Top holdings a year, 3 yrs
- +15.2%
- Assets under management
- $584.8M
AIMZ Investment Advisors, LLC is a wealth manager that reported 153 positions worth $363.5M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Apple Inc (AAPL, 7.1%), Alphabet Inc (GOOGL, 4.1%), Meta Platforms Inc Class A (META, 3.9%). A portfolio copying its top holdings returned 15.2% a year over the last 3 years, against 20.4% for the S&P 500.
AIMZ Investment Advisors, LLC holdings largest 50 of 153 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What AIMZ Investment Advisors, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
No position grew by more than 5%.
Reduced
- ADI Analog Devices Inc-9.9% shares
- NVDA Nvidia Corporation Com-7.8% shares
Left the top 50
- EPAM Epam Sys Incwas 0.9%
- PYPL Paypal Hldgs Incwas 0.7%
- ITW Illinois Tool Works Inc.was 0.7%
- XOM Exxon Mobil Corpwas 0.7%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +16.2% /yr
- S&P 500 +20.1%
- 3 years
- +15.2% /yr
- S&P 500 +20.4%
- 5 years
- +8.8% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $363.5M | 153 |
| Q1 2026 | $323.6M | 139 |
| Q4 2025 | $349.6M | 140 |
| Q3 2025 | $318.7M | 128 |
| Q2 2025 | $298.7M | 130 |
| Q1 2025 | $286.4M | 125 |
| Q4 2024 | $287.9M | 124 |
| Q3 2024 | $293.0M | 124 |
| Q2 2024 | $279.0M | 119 |
| Q1 2024 | $268.1M | 120 |
| Q4 2023 | $246.8M | 114 |
| Q3 2023 | $224.9M | 112 |
Questions about AIMZ Investment Advisors, LLC's portfolio
What stocks does AIMZ Investment Advisors, LLC own?
AIMZ Investment Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 153 positions worth $363.5M. The largest are Apple Inc (AAPL) at 7.1%, Alphabet Inc (GOOGL) at 4.1%, Meta Platforms Inc Class A (META) at 3.9%, Alphabet Inc (GOOG) at 3.7% and Microsoft Corp (MSFT) at 2.9%.
What did AIMZ Investment Advisors, LLC buy last quarter?
AIMZ Investment Advisors, LLC opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.
What did AIMZ Investment Advisors, LLC sell last quarter?
In Q2 2026, AIMZ Investment Advisors, LLC cut from its top 50 Epam Sys Inc (EPAM), cut from its top 50 Paypal Hldgs Inc (PYPL), cut from its top 50 Illinois Tool Works Inc. (ITW), cut from its top 50 Exxon Mobil Corp (XOM), Analog Devices Inc (ADI) (-9.9% shares) and Nvidia Corporation Com (NVDA) (-7.8% shares), compared with its Q1 2026 filing.
How has AIMZ Investment Advisors, LLC's portfolio performed?
A portfolio copying AIMZ Investment Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.2% against +20.1%. Over 5 years: +8.8% a year against +11.6%.
When is AIMZ Investment Advisors, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. AIMZ Investment Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does AIMZ Investment Advisors, LLC manage?
AIMZ Investment Advisors, LLC reported $584.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $363.5M.