AIMZ Investment Advisors, LLC
CIK: 0001630365SEC EDGAR →
Portfolio Value
$349.6B
Holdings
140
As of
Q4 2025
New Positions
1
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 91,909 | $25.0B | 7.15% |
| 2 | META PLATFORMS INC | 25,331 | $16.7B | 4.78% |
| 3 | MICROSOFT CORP | 28,310 | $13.7B | 3.92% |
| 4 | ALPHABET INC | 43,557 | $13.6B | 3.90% |
| 5 | ALPHABET INC | 43,259 | $13.6B | 3.88% |
| 6 | QUALCOMM INC | 56,859 | $9.7B | 2.78% |
| 7 | VERTEX PHARMACEUTICALS INC | 20,261 | $9.2B | 2.63% |
| 8 | GILEAD SCIENCES INC | 63,837 | $7.8B | 2.24% |
| 9 | REGENERON PHARMACEUTICALS | 9,649 | $7.4B | 2.13% |
| 10 | TEVA PHARMACEUTICAL INDS LTD | 220,536 | $6.9B | 1.97% |
Quarterly Changes
New Positions (16)
$4.3B · 38K shares
$2.5B · 9K shares
$565.0M · 2K shares
$562.0M · 8K shares
$424.0M · 1K shares
$400.0M · 14K shares
$376.0M · 2K shares
$365.0M · 2K shares
$358.0M · 1K shares
$331.0M · 2K shares
$303.0M · 8K shares
$224.0M · 392 shares
$223.0M · 2K shares
$213.0M · 3K shares
$200.0M · 8K shares
$8.0M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 28 | $107.5B | 30.7% |
| Healthcare | 23 | $84.3B | 24.1% |
| Communication Services | 6 | $46.4B | 13.3% |
| Financial Services | 39 | $42.9B | 12.3% |
| Industrials | 13 | $21.7B | 6.2% |
| Unknown | 8 | $19.9B | 5.7% |
| Consumer Cyclical | 10 | $13.1B | 3.7% |
| Consumer Defensive | 7 | $10.5B | 3.0% |
| Energy | 4 | $2.5B | 0.7% |
| Utilities | 2 | $827.0M | 0.2% |