AIMZ Investment Advisors, LLC holds a diversified book of 153 reported positions worth $363.5M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Zoetis Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 7% of the reported non-option book.
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
+4 sectors below the cut, 2% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as AIMZ Investment Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Evelyn Partners Group Ltd | 54 / 80 | $44.0B |
| Prospect Hill Management, LLC | 8 / 80 | $240.2M |
| Uhlmann Price Securities, LLC | 38 / 80 | $2.5B |
| Draper Asset Management, LLC | 8 / 80 | $166.8M |
| Independent Investors Inc | 27 / 80 | $434.6M |
| Ardent Capital Management, Inc. | 15 / 80 | $199.6M |
| Daniel Investment Group, Inc. | 12 / 80 | $131.3M |
| Skandinaviska Enskilda Banken AB (publ) | 20 / 80 | $2.1B |
Ranked by the share of each fund's own book sitting in the names it shares with AIMZ Investment Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $25.9M | 89.7K | 7.1% | ▼−1.1% Reduced · −955 sh | |
| 2 | Alphabet Inc CAP STK CL A | $15.0M | 42.0K | 4.1% | ▼−0.7% Reduced · −308 sh | |
| 3 | Meta Platforms Inc CL A | $14.1M | 25.0K | 3.9% | —Held | |
| 4 | Alphabet Inc CAP STK CL C | $13.6M | 38.5K | 3.7% | ▼−3.0% Reduced · −1K sh | |
| 5 | Microsoft Corp COM | $10.4M | 27.9K | 2.9% | ▼−0.2% Reduced · −50 sh | |
| 6 | Qualcomm Inc COM | $10.3M | 55.8K | 2.8% | ▼−0.2% Reduced · −97 sh | |
| 7 | Vertex Pharmaceuticals Inc COM | $9.9M | 19.9K | 2.7% | ▼−0.1% Reduced · −25 sh | |
| 8 | Netapp Inc COM | $8.5M | 55.0K | 2.3% | ▲~0% Added · +3 sh | |
| 9 | Gilead Sciences Inc COM | $7.7M | 61.3K | 2.1% | ▼~0% Reduced · −19 sh | |
| 10 | Cisco Sys Inc COM | $7.7M | 65.6K | 2.1% | ▼−0.4% Reduced · −271 sh | |
| 11 | C H Robinson Worldwide In COM NEW | $7.6M | 40.1K | 2.1% | ▼−0.8% Reduced · −327 sh | |
| 12 | Incyte Corp COM | $7.4M | 65.1K | 2.0% | ▼~0% Reduced · −25 sh | |
| 13 | Teva Pharmaceutical Inds Ltd SPONSORED ADS | $7.2M | 213.0K | 2.0% | ▼−0.9% Reduced · −2K sh | |
| 14 | Unitedhealth Group Inc COM | $6.3M | 15.2K | 1.7% | ▲~0% Added · +1 sh | |
| 15 | Expeditors Intl Wash Inc COM | $6.0M | 37.1K | 1.7% | ▼−0.8% Reduced · −297 sh | |
| 16 | Regeneron Pharmaceuticals COM | $5.9M | 9.5K | 1.6% | —Held | |
| 17 | Price T Rowe Group Inc COM | $5.5M | 48.3K | 1.5% | ▼~0% Reduced · −20 sh | |
| 18 | Walmart Inc COM | $5.2M | 45.9K | 1.4% | ▼−0.5% Reduced · −209 sh | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $5.2M | 10.4K | 1.4% | —Held | |
| 20 | AstraZeneca PLC ORD | $5.2M | 27.2K | 1.4% | ▼−0.3% Reduced · −75 sh | |
| 21 | International Business Machs COM | $5.0M | 17.7K | 1.4% | ▲~0% Added · +2 sh | |
| 22 | Amgen Inc COM | $4.7M | 12.9K | 1.3% | ▲+0.4% Added · +51 sh | |
| 23 | Euronet Worldwide Inc COM | $4.5M | 61.6K | 1.2% | ▲+0.3% Added · +200 sh | |
| 24 | Genmab A/s SPONSORED ADS | $4.4M | 160.9K | 1.2% | —Held | |
| 25 | Cintas Corp COM | $4.2M | 24.9K | 1.2% | —Held | |
| 26 | Intel Corp COM | $4.0M | 28.9K | 1.1% | ▼−0.2% Reduced · −60 sh | |
| 27 | Nvidia Corporation COM | $4.0M | 20.1K | 1.1% | ▼−7.8% Reduced · −2K sh | |
| 28 | Abbvie Inc COM | $3.9M | 15.4K | 1.1% | ▼−0.8% Reduced · −122 sh | |
| 29 | Johnson & Johnson COM | $3.5M | 14.0K | 1.0% | ▼−1.2% Reduced · −174 sh | |
| 30 | Zoetis Inc CL A | $3.5M | 49.2K | 1.0% | ▲New New position | |
| 31 | Vanguard Index FDS MCAP VL IDXVIP | $3.4M | 17.1K | 0.9% | ▼−4.1% Reduced · −730 sh | |
| 32 | Nice Ltd SPONSORED ADR | $3.3M | 36.2K | 0.9% | ▼−2.7% Reduced · −1K sh | |
| 33 | Merck & Co Inc COM | $3.3M | 25.5K | 0.9% | ▲+0.6% Added · +151 sh | |
| 34 | Proto Labs Inc COM | $3.2M | 38.7K | 0.9% | —Held | |
| 35 | Adobe Inc COM | $3.1M | 15.3K | 0.9% | ▲+0.3% Added · +55 sh | |
| 36 | Analog Devices Inc COM | $3.1M | 7.8K | 0.9% | ▼−9.9% Reduced · −860 sh | |
| 37 | GSK PLC SPONSORED ADR | $3.1M | 59.2K | 0.9% | ▼−0.2% Reduced · −120 sh | |
| 38 | Infosys Ltd SPONSORED ADR | $3.1M | 293.9K | 0.8% | ▲~0% Added · +62 sh | |
| 39 | Bristol-Myers Squibb Co COM | $3.0M | 52.5K | 0.8% | —Held | |
| 40 | Check Point Software Tech LT ORD | $3.0M | 23.0K | 0.8% | —Held | |
| 41 | Kla Corp COM NEW | $3.0M | 9.8K | 0.8% | ▲10× Added · +9K sh | |
| 42 | Vanguard Index FDS VALUE ETF | $2.9M | 13.5K | 0.8% | ▼~0% Reduced · −4 sh | |
| 43 | Stryker Corporation COM | $2.8M | 9.0K | 0.8% | ▲~0% Added · +1 sh | |
| 44 | Urban Outfitters Inc COM | $2.8M | 39.3K | 0.8% | ▼−3.7% Reduced · −2K sh | |
| 45 | Vanguard Specialized Funds DIV APP ETF | $2.7M | 11.5K | 0.7% | ▲~0% Added · +3 sh | |
| 46 | Vanguard Whitehall FDS HIGH DIV YLD | $2.7M | 16.8K | 0.7% | ▼−3.8% Reduced · −660 sh | |
| 47 | The Cigna Group COM | $2.5M | 9.2K | 0.7% | ▼−0.3% Reduced · −30 sh | |
| 48 | Teledyne Technologies Inc COM | $2.5M | 3.8K | 0.7% | ▼−0.1% Reduced · −3 sh | |
| 49 | Lowes Cos Inc COM | $2.5M | 11.3K | 0.7% | ▲~0% Added · +1 sh | |
| 50 | Franklin Resources Inc COM | $2.5M | 74.5K | 0.7% | ▼−1.6% Reduced · −1K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 153 | $363.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 139 | $323.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 140 | $349.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 128 | $318.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 43d | 130 | $298.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 44d | 125 | $286.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 36d | 124 | $287.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 44d | 124 | $293.0M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 8, 2024 | 39d | 119 | $279.0M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 10, 2024 | 40d | 120 | $268.1M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 29, 2024 | 29d | 114 | $246.8M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 45d | 112 | $224.9M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 9, 2023 | 40d | 113 | $232.7M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 16, 2023 | 46d | 110 | $223.2M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 41d | 113 | $211.9M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 15, 2022 | 46d | 106 | $197.6M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 2, 2022 | 33d | 109 | $208.5M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 6, 2022 | 36d | 116 | $243.2M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 9, 2022 | 40d | 119 | $256.9M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 43d | 113 | $221.6M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 5, 2021 | 36d | 114 | $223.0M | 13F-HR/A |
| Q1 2021 | Mar 31, 2021 | Apr 28, 2021 | 28d | 109 | $204.3M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 8, 2021 | 39d | 108 | $190.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.