Arkolith/Funds/AIMZ Investment Advisors, LLC

AIMZ Investment Advisors, LLC

CIK 1630365
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

AIMZ Investment Advisors, LLC holds a diversified book of 132 stocks worth $323.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened ASTRAZENECA PLC and trimmed ALPHABET INC. Their largest long position is ALPHABET INC at 7% of the equity book.

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Use Arkolith to show AIMZ Investment Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
4
new positions
Added to
27
existing
Trimmed
71
reduced
Sold out
3
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
36%
Top 20 holdings
53%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

33% mapped to company sectors

ETF / fund or unclassified
67%
Health Care
18%
Financials
5%
Consumer Discretionary
4%
Communication Services
3%
Industrials
1%
Energy
1%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

139 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$23.0M90.6K
7.1%
−1.4%
Reduced · −1K sh
2Meta Platforms Inc
CL A
$14.3M25.0K
4.4%
−1.2%
Reduced · −307 sh
3Alphabet Inc
CAP STK CL A
$12.2M42.3K
3.8%
−3.0%
Reduced · −1K sh
4Alphabet Inc
CAP STK CL C
$11.4M39.7K
3.5%
−8.2%
Reduced · −4K sh
5Microsoft Corp
COM
$10.3M27.9K
3.2%
−1.3%
Reduced · −364 sh
6Vertex Pharmaceuticals Inc
COM
$8.9M20.0K
2.8%
−1.5%
Reduced · −305 sh
7Gilead Sciences Inc
COM
$8.5M61.3K
2.6%
−3.9%
Reduced · −2K sh
8Regeneron Pharmaceuticals
COM
$7.3M9.5K
2.3%
−1.6%
Reduced · −158 sh
9Qualcomm Inc
COM
$7.2M55.9K
2.2%
−1.6%
Reduced · −922 sh
10C H Robinson Worldwide In
COM NEW
$6.7M40.5K
2.1%
−1.8%
Reduced · −748 sh
11Teva Pharmaceutical Inds Ltd
SPONSORED ADS
$6.5M215.0K
2.0%
−2.5%
Reduced · −6K sh
12Incyte Corp
COM
$6.1M65.2K
1.9%
−1.5%
Reduced · −1K sh
13Walmart Inc
COM
$5.7M46.1K
1.8%
−1.5%
Reduced · −714 sh
14Netapp Inc
COM
$5.6M55.0K
1.7%
−1.2%
Reduced · −696 sh
15AstraZeneca PLC
ORD
$5.4M27.3K
1.7%
New
New position
16Expeditors Intl Wash Inc
COM
$5.4M37.4K
1.7%
−1.8%
Reduced · −700 sh
17Cisco Sys Inc
COM
$5.1M65.8K
1.6%
−2.0%
Reduced · −1K sh
18Berkshire Hathaway Inc Del
CL B NEW
$5.0M10.4K
1.5%
−1.5%
Reduced · −160 sh
19Amgen Inc
COM
$4.5M12.9K
1.4%
−0.5%
Reduced · −60 sh
20Price T Rowe Group Inc
COM
$4.4M48.3K
1.3%
−0.3%
Reduced · −142 sh
21Genmab A/s
SPONSORED ADS
$4.3M160.9K
1.3%
−1.5%
Reduced · −2K sh
22International Business Machs
COM
$4.3M17.7K
1.3%
−1.0%
Reduced · −174 sh
23Cintas Corp
COM
$4.2M24.9K
1.3%
−2.8%
Reduced · −717 sh
24Unitedhealth Group Inc
COM
$4.1M15.2K
1.3%
−1.0%
Reduced · −159 sh
25Nice Ltd
SPONSORED ADR
$4.1M37.2K
1.3%
−2.5%
Reduced · −975 sh
26Euronet Worldwide Inc
COM
$4.1M61.4K
1.3%
+112%
Added · +32K sh
27Infosys Ltd
SPONSORED ADR
$4.0M293.8K
1.2%
−2.6%
Reduced · −8K sh
28Nvidia Corporation
COM
$3.8M21.8K
1.2%
+0.6%
Added · +121 sh
29Adobe Inc
COM
$3.7M15.3K
1.1%
−0.4%
Reduced · −67 sh
30Johnson & Johnson
COM
$3.5M14.1K
1.1%
−1.1%
Reduced · −159 sh
31Abbvie Inc
COM
$3.4M15.5K
1.0%
−0.4%
Reduced · −63 sh
32Check Point Software Tech LT
ORD
$3.3M23.0K
1.0%
−1.7%
Reduced · −400 sh
33Vanguard Index FDS
MCAP VL IDXVIP
$3.3M17.8K
1.0%
−3.7%
Reduced · −694 sh
34GSK PLC
SPONSORED ADR
$3.3M59.3K
1.0%
−2.4%
Reduced · −1K sh
35Bristol-Myers Squibb Co
COM
$3.2M52.5K
1.0%
−1.4%
Reduced · −760 sh
36Merck & Co Inc
COM
$3.0M25.3K
0.9%
−1.2%
Reduced · −308 sh
37Stryker Corporation
COM
$3.0M9.0K
0.9%
Held
38Epam Sys Inc
COM
$2.9M21.5K
0.9%
−1.5%
Reduced · −325 sh
39Analog Devices Inc
COM
$2.8M8.7K
0.9%
−6.3%
Reduced · −588 sh
40Lowes Cos Inc
COM
$2.7M11.3K
0.8%
−2.4%
Reduced · −273 sh
41Vanguard Index FDS
VALUE ETF
$2.6M13.5K
0.8%
−6.3%
Reduced · −905 sh
42Vanguard Whitehall FDS
HIGH DIV YLD
$2.6M17.5K
0.8%
−4.3%
Reduced · −783 sh
43Urban Outfitters Inc
COM
$2.6M40.8K
0.8%
−2.9%
Reduced · −1K sh
44The Cigna Group
COM
$2.5M9.3K
0.8%
−1.2%
Reduced · −111 sh
45Vanguard Specialized Funds
DIV APP ETF
$2.5M11.5K
0.8%
−4.7%
Reduced · −560 sh
46PayPal Hldgs Inc
COM
$2.4M53.4K
0.7%
−3.3%
Reduced · −2K sh
47Illinois Tool WKS Inc
COM
$2.3M8.9K
0.7%
~0%
Added · +2 sh
48Teledyne Technologies Inc
COM
$2.3M3.8K
0.7%
−3.5%
Reduced · −140 sh
49Proto Labs Inc
COM
$2.2M38.7K
0.7%
−2.3%
Reduced · −900 sh
50Exxon Mobil Corp
COM
$2.2M12.9K
0.7%
~0%
Added · +2 sh
Showing 50 of 139 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026139$323.6M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026140$349.6M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025128$318.7M13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025130$298.7M13F-HR
Q1 2025Mar 31, 2025May 14, 2025125$286.4M13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025124$287.9M13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024124$293.0M13F-HR
Q2 2024Jun 30, 2024Aug 8, 2024119$279.0M13F-HR
Q1 2024Mar 31, 2024May 10, 2024120$268.1M13F-HR
Q4 2023Dec 31, 2023Jan 29, 2024114$246.8M13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023112$224.9M13F-HR
Q2 2023Jun 30, 2023Aug 9, 2023113$232.7M13F-HR
Q1 2023Mar 31, 2023May 16, 2023110$223.2M13F-HR
Q4 2022Dec 31, 2022Feb 10, 2023113$211.9M13F-HR
Q3 2022Sep 30, 2022Nov 15, 2022106$197.6M13F-HR
Q2 2022Jun 30, 2022Aug 2, 2022109$208.5M13F-HR
Q1 2022Mar 31, 2022May 6, 2022116$243.2M13F-HR
Q4 2021Dec 31, 2021Feb 9, 2022119$256.9M13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021113$221.6M13F-HR
Q2 2021Jun 30, 2021Aug 5, 2021114$223.0M13F-HR/A
Q1 2021Mar 31, 2021Apr 28, 2021109$204.3M13F-HR
Q4 2020Dec 31, 2020Feb 8, 2021108$190.9M13F-HR
Q3 2020Sep 30, 2020Nov 13, 2020100$167.0M13F-HR
Amended / restated
  • Q2 2021 · filed Aug 5, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.