AIMZ Investment Advisors, LLC holds a diversified book of 139 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 Apple Inc. Their largest long position is Apple Inc at 7% of the equity book. Cloning the disclosed picks since 2015 would be +206% (+10.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1630365/holdings"
Use Arkolith to show AIMZ Investment Advisors, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 7.7 points over this window.
Growth of $10,000 cloning AIMZ Investment Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
93% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $23.0M | 90.6K | 7.1% | ▼−1.4% Reduced · −1K sh | |
| 2 | Meta Platforms Inc CL A | $14.3M | 25.0K | 4.4% | ▼−1.2% Reduced · −307 sh | |
| 3 | Alphabet Inc CAP STK CL A | $12.2M | 42.3K | 3.8% | ▼−3.0% Reduced · −1K sh | |
| 4 | Alphabet Inc CAP STK CL C | $11.4M | 39.7K | 3.5% | ▼−8.2% Reduced · −4K sh | |
| 5 | Microsoft Corp COM | $10.3M | 27.9K | 3.2% | ▼−1.3% Reduced · −364 sh | |
| 6 | Vertex Pharmaceuticals Inc COM | $8.9M | 20.0K | 2.8% | ▼−1.5% Reduced · −305 sh | |
| 7 | Gilead Sciences Inc COM | $8.5M | 61.3K | 2.6% | ▼−3.9% Reduced · −2K sh | |
| 8 | Regeneron Pharmaceuticals COM | $7.3M | 9.5K | 2.3% | ▼−1.6% Reduced · −158 sh | |
| 9 | Qualcomm Inc COM | $7.2M | 55.9K | 2.2% | ▼−1.6% Reduced · −922 sh | |
| 10 | C H Robinson Worldwide In COM NEW | $6.7M | 40.5K | 2.1% | ▼−1.8% Reduced · −748 sh | |
| 11 | Teva Pharmaceutical Inds Ltd SPONSORED ADS | $6.5M | 215.0K | 2.0% | ▼−2.5% Reduced · −6K sh | |
| 12 | Incyte Corp COM | $6.1M | 65.2K | 1.9% | ▼−1.5% Reduced · −1K sh | |
| 13 | Walmart Inc COM | $5.7M | 46.1K | 1.8% | ▼−1.5% Reduced · −714 sh | |
| 14 | Netapp Inc COM | $5.6M | 55.0K | 1.7% | ▼−1.2% Reduced · −696 sh | |
| 15 | AstraZeneca PLC ORD | $5.4M | 27.3K | 1.7% | ▲New New position | |
| 16 | Expeditors Intl Wash Inc COM | $5.4M | 37.4K | 1.7% | ▼−1.8% Reduced · −700 sh | |
| 17 | Cisco Sys Inc COM | $5.1M | 65.8K | 1.6% | ▼−2.0% Reduced · −1K sh | |
| 18 | Berkshire Hathaway Inc Del CL B NEW | $5.0M | 10.4K | 1.5% | ▼−1.5% Reduced · −160 sh | |
| 19 | Amgen Inc COM | $4.5M | 12.9K | 1.4% | ▼−0.5% Reduced · −60 sh | |
| 20 | Price T Rowe Group Inc COM | $4.4M | 48.3K | 1.3% | ▼−0.3% Reduced · −142 sh | |
| 21 | Genmab A/s SPONSORED ADS | $4.3M | 160.9K | 1.3% | ▼−1.5% Reduced · −2K sh | |
| 22 | International Business Machs COM | $4.3M | 17.7K | 1.3% | ▼−1.0% Reduced · −174 sh | |
| 23 | Cintas Corp COM | $4.2M | 24.9K | 1.3% | ▼−2.8% Reduced · −717 sh | |
| 24 | Unitedhealth Group Inc COM | $4.1M | 15.2K | 1.3% | ▼−1.0% Reduced · −159 sh | |
| 25 | Nice Ltd SPONSORED ADR | $4.1M | 37.2K | 1.3% | ▼−2.5% Reduced · −975 sh | |
| 26 | Euronet Worldwide Inc COM | $4.1M | 61.4K | 1.3% | ▲+112% Added · +32K sh | |
| 27 | Infosys Ltd SPONSORED ADR | $4.0M | 293.8K | 1.2% | ▼−2.6% Reduced · −8K sh | |
| 28 | Nvidia Corporation COM | $3.8M | 21.8K | 1.2% | ▲+0.6% Added · +121 sh | |
| 29 | Adobe Inc COM | $3.7M | 15.3K | 1.1% | ▼−0.4% Reduced · −67 sh | |
| 30 | Johnson & Johnson COM | $3.5M | 14.1K | 1.1% | ▼−1.1% Reduced · −159 sh | |
| 31 | Abbvie Inc COM | $3.4M | 15.5K | 1.0% | ▼−0.4% Reduced · −63 sh | |
| 32 | Check Point Software Tech LT ORD | $3.3M | 23.0K | 1.0% | ▼−1.7% Reduced · −400 sh | |
| 33 | Vanguard Index FDS MCAP VL IDXVIP | $3.3M | 17.8K | 1.0% | ▼−3.7% Reduced · −694 sh | |
| 34 | GSK PLC SPONSORED ADR | $3.3M | 59.3K | 1.0% | ▼−2.4% Reduced · −1K sh | |
| 35 | Bristol-Myers Squibb Co COM | $3.2M | 52.5K | 1.0% | ▼−1.4% Reduced · −760 sh | |
| 36 | Merck & Co Inc COM | $3.0M | 25.3K | 0.9% | ▼−1.2% Reduced · −308 sh | |
| 37 | Stryker Corporation COM | $3.0M | 9.0K | 0.9% | —Held | |
| 38 | Epam Sys Inc COM | $2.9M | 21.5K | 0.9% | ▼−1.5% Reduced · −325 sh | |
| 39 | Analog Devices Inc COM | $2.8M | 8.7K | 0.9% | ▼−6.3% Reduced · −588 sh | |
| 40 | Lowes Cos Inc COM | $2.7M | 11.3K | 0.8% | ▼−2.4% Reduced · −273 sh | |
| 41 | Vanguard Index FDS VALUE ETF | $2.6M | 13.5K | 0.8% | ▼−6.3% Reduced · −905 sh | |
| 42 | Vanguard Whitehall FDS HIGH DIV YLD | $2.6M | 17.5K | 0.8% | ▼−4.3% Reduced · −783 sh | |
| 43 | Urban Outfitters Inc COM | $2.6M | 40.8K | 0.8% | ▼−2.9% Reduced · −1K sh | |
| 44 | The Cigna Group COM | $2.5M | 9.3K | 0.8% | ▼−1.2% Reduced · −111 sh | |
| 45 | Vanguard Specialized Funds DIV APP ETF | $2.5M | 11.5K | 0.8% | ▼−4.7% Reduced · −560 sh | |
| 46 | PayPal Hldgs Inc COM | $2.4M | 53.4K | 0.7% | ▼−3.3% Reduced · −2K sh | |
| 47 | Illinois Tool WKS Inc COM | $2.3M | 8.9K | 0.7% | ▲~0% Added · +2 sh | |
| 48 | Teledyne Technologies Inc COM | $2.3M | 3.8K | 0.7% | ▼−3.5% Reduced · −140 sh | |
| 49 | Proto Labs Inc COM | $2.2M | 38.7K | 0.7% | ▼−2.3% Reduced · −900 sh | |
| 50 | Exxon Mobil Corp COM | $2.2M | 12.9K | 0.7% | ▲~0% Added · +2 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 139 | $323.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 140 | $349.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 128 | $318.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 130 | $298.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 125 | $286.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 124 | $287.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 124 | $293.0M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 8, 2024 | 119 | $279.0M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 10, 2024 | 120 | $268.1M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 29, 2024 | 114 | $246.8M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 112 | $224.9M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 9, 2023 | 113 | $232.7M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 16, 2023 | 110 | $223.2M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 113 | $211.9M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 15, 2022 | 106 | $197.6M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 2, 2022 | 109 | $208.5M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 6, 2022 | 116 | $243.2M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 9, 2022 | 119 | $256.9M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 113 | $221.6M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 5, 2021 | 114 | $223.0M | 13F-HR/A |
| Q1 2021 | Mar 31, 2021 | Apr 28, 2021 | 109 | $204.3M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 8, 2021 | 108 | $190.9M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 100 | $167.0M | 13F-HR |
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.