Aimz Investment Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Aimz Investment Advisors, Llc disclosed 153 stock positions valued at approximately $363.49M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, ALPHABET INC, and META PLATFORMS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 153
- Portfolio Value
- $363.49M
Holdings by Sector
Aimz Investment Advisors, Llc Portfolio Holdings in Q2 2026
150 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 7.14% | 89,665 | -955 | -1.05% | $25,945,542 |
| ALPHABET INC | GOOGL | Communication Services | 4.13% | 41,959 | -308 | -0.73% | $14,994,904 |
| META PLATFORMS INC | META | Communication Services | 3.88% | 25,024 | - | - | $14,095,769 |
| ALPHABET INC | GOOG | Communication Services | 3.75% | 38,527 | -1,200 | -3.02% | $13,612,845 |
| MICROSOFT CORP | MSFT | Technology | 2.86% | 27,896 | -50 | -0.18% | $10,405,922 |
| QUALCOMM INC | QCOM | Technology | 2.84% | 55,840 | -97 | -0.17% | $10,318,595 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 2.72% | 19,931 | -25 | -0.13% | $9,900,326 |
| NETAPP INC | NTAP | Technology | 2.34% | 55,037 | +3 | +0.01% | $8,517,466 |
| GILEAD SCIENCES INC | GILD | Healthcare | 2.13% | 61,319 | -19 | -0.03% | $7,746,994 |
| CISCO SYS INC | CSCO | Technology | 2.12% | 65,557 | -271 | -0.41% | $7,700,383 |
| C H ROBINSON WORLDWIDE IN | CHRW | Industrials | 2.08% | 40,129 | -327 | -0.81% | $7,557,953 |
| INCYTE CORP | INCY | Healthcare | 2.03% | 65,133 | -25 | -0.04% | $7,383,474 |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | Healthcare | 1.99% | 212,978 | -2,000 | -0.93% | $7,215,687 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.73% | 15,160 | +1 | +0.01% | $6,301,013 |
| EXPEDITORS INTL WASH INC | EXPD | Industrials | 1.66% | 37,106 | -297 | -0.79% | $6,047,492 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 1.63% | 9,491 | - | - | $5,918,015 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 1.51% | 48,258 | -20 | -0.04% | $5,486,404 |
| WALMART INC | WMT | Consumer Defensive | 1.43% | 45,895 | -209 | -0.45% | $5,198,098 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.43% | 10,378 | - | - | $5,193,047 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.37% | 17,733 | +2 | +0.01% | $4,986,736 |
| AMGEN INC | AMGN | Healthcare | 1.29% | 12,935 | +51 | +0.40% | $4,684,119 |
| EURONET WORLDWIDE INC | EEFT | Technology | 1.24% | 61,636 | +200 | +0.33% | $4,511,139 |
| GENMAB A/S | GMAB | Healthcare | 1.22% | 160,910 | - | - | $4,420,198 |
| CINTAS CORP | CTAS | Industrials | 1.17% | 24,933 | - | - | $4,240,605 |
| INTEL CORP | INTC | Technology | 1.11% | 28,942 | -60 | -0.21% | $4,041,201 |
| NVIDIA CORPORATION | NVDA | Technology | 1.11% | 20,113 | -1,700 | -7.79% | $4,024,388 |
| ABBVIE INC | ABBV | Healthcare | 1.06% | 15,376 | -122 | -0.79% | $3,869,138 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.97% | 13,954 | -174 | -1.23% | $3,543,791 |
| ZOETIS INC | ZTS | Healthcare | 0.97% | 49,190 | +49,190 | +100.00% | $3,534,793 |
| VANGUARD INDEX FDS | VOE | Other | 0.93% | 17,107 | -730 | -4.09% | $3,380,424 |
| NICE LTD | NICE | Technology | 0.90% | 36,180 | -1,020 | -2.74% | $3,286,953 |
| MERCK & CO INC | MRK | Healthcare | 0.90% | 25,475 | +151 | +0.60% | $3,273,524 |
| PROTO LABS INC | PRLB | Industrials | 0.87% | 38,728 | - | - | $3,156,717 |
| ADOBE INC | ADBE | Technology | 0.87% | 15,350 | +55 | +0.36% | $3,147,057 |
| ANALOG DEVICES INC | ADI | Technology | 0.86% | 7,832 | -860 | -9.89% | $3,110,790 |
| GSK PLC | GSK | Healthcare | 0.85% | 59,214 | -120 | -0.20% | $3,103,998 |
| INFOSYS LTD | INFY | Technology | 0.85% | 293,869 | +62 | +0.02% | $3,082,690 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.83% | 52,522 | - | - | $3,026,336 |
| CHECK POINT SOFTWARE TECH LT | CHKP | Other | 0.83% | 23,024 | - | - | $3,026,044 |
| KLA CORP | KLAC | Technology | 0.81% | 9,810 | +8,829 | +900.00% | $2,959,775 |
| VANGUARD INDEX FDS | VTV | Other | 0.81% | 13,484 | -4 | -0.03% | $2,938,499 |
| STRYKER CORPORATION | SYK | Healthcare | 0.78% | 9,033 | +1 | +0.01% | $2,843,865 |
| URBAN OUTFITTERS INC | URBN | Consumer Cyclical | 0.77% | 39,339 | -1,500 | -3.67% | $2,787,562 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.75% | 11,485 | +3 | +0.03% | $2,717,593 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.73% | 16,824 | -660 | -3.77% | $2,658,647 |
| THE CIGNA GROUP | CI | Healthcare | 0.70% | 9,244 | -30 | -0.32% | $2,548,401 |
| TELEDYNE TECHNOLOGIES INC | TDY | Technology | 0.70% | 3,819 | -3 | -0.08% | $2,546,892 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.69% | 11,305 | +1 | +0.01% | $2,492,639 |
| FRANKLIN RESOURCES INC | BEN | Financial Services | 0.68% | 74,493 | -1,235 | -1.63% | $2,478,380 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.66% | 8,906 | -23 | -0.26% | $2,408,740 |
| HENRY JACK & ASSOC INC | JKHY | Technology | 0.66% | 17,350 | +17,350 | +100.00% | $2,389,789 |
| VANGUARD WORLD FD | VHT | Other | 0.64% | 7,797 | -143 | -1.80% | $2,331,286 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 0.63% | 53,282 | -153 | -0.29% | $2,300,709 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.59% | 7,181 | +38 | +0.53% | $2,139,148 |
| NOVARTIS AG | NVS | Healthcare | 0.57% | 13,284 | -50 | -0.37% | $2,081,888 |
| EMERSON ELEC CO | EMR | Industrials | 0.56% | 14,286 | -108 | -0.75% | $2,044,987 |
| FACTSET RESH SYS INC | FDS | Financial Services | 0.56% | 8,780 | - | - | $2,020,102 |
| COCA COLA CO | KO | Consumer Defensive | 0.55% | 24,422 | -180 | -0.73% | $1,984,772 |
| ORACLE CORP | ORCL | Technology | 0.52% | 12,963 | - | - | $1,899,690 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.50% | 17,948 | +1 | +0.01% | $1,834,125 |
| EXXON MOBIL CORP | XOM | Energy | 0.48% | 12,887 | -47 | -0.36% | $1,761,893 |
| PEPSICO INC | PEP | Consumer Defensive | 0.48% | 12,915 | - | - | $1,748,691 |
| EPAM SYS INC | EPAM | Technology | 0.46% | 21,130 | -415 | -1.93% | $1,676,666 |
| DOLBY LABORATORIES INC | DLB | Industrials | 0.46% | 31,486 | +5 | +0.02% | $1,655,513 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.41% | 4,250 | - | - | $1,498,890 |
| NETFLIX INC. | NFLX | Communication Services | 0.41% | 20,855 | -500 | -2.34% | $1,489,047 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.41% | 16,376 | +3 | +0.02% | $1,485,913 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.39% | 6,005 | - | - | $1,431,113 |
| MEDTRONIC PLC | MDT | Other | 0.38% | 17,735 | +5 | +0.03% | $1,387,410 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.37% | 25,000 | - | - | $1,350,750 |
| APPLIED MATLS INC | AMAT | Technology | 0.36% | 1,808 | -10 | -0.55% | $1,307,184 |
| TESLA INC | TSLA | Consumer Cyclical | 0.33% | 2,865 | - | - | $1,205,019 |
| VANGUARD INDEX FDS | VUG | Other | 0.29% | 12,251 | +10,213 | +501.13% | $1,055,314 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.28% | 3,143 | - | - | $1,028,908 |
| EBAY INC. | EBAY | Consumer Cyclical | 0.27% | 8,741 | -199 | -2.23% | $976,803 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.25% | 11,008 | -425 | -3.72% | $921,920 |
| AMDOCS LTD | G02602103 | Other | 0.25% | 18,003 | +4 | +0.02% | $909,886 |
| WELLS FARGO & CO | WFC | Financial Services | 0.25% | 10,844 | -314 | -2.81% | $896,148 |
| ISHARES TR | SOXX | Other | 0.24% | 1,367 | -110 | -7.45% | $875,907 |
| BANK OF AMER CORP | BAC | Financial Services | 0.24% | 15,364 | -1,000 | -6.11% | $875,441 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.23% | 1,925 | -50 | -2.53% | $830,561 |
| ELI LILLY & CO | LLY | Healthcare | 0.23% | 686 | +75 | +12.27% | $823,172 |
| DOLLAR TREE INC | DLTR | Consumer Defensive | 0.22% | 6,705 | -15 | -0.22% | $810,970 |
| ISHARES TR | USMV | Other | 0.21% | 8,024 | - | - | $773,995 |
| 3M CO | MMM | Industrials | 0.21% | 4,643 | - | - | $751,713 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.20% | 626 | +626 | +100.00% | $722,586 |
| GLOBANT S A | L44385109 | Other | 0.20% | 24,742 | -625 | -2.46% | $716,033 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.20% | 6,650 | - | - | $714,875 |
| INVESCO QQQ TR | QQQ | Other | 0.19% | 959 | - | - | $706,486 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.19% | 746 | - | - | $697,861 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.19% | 901 | - | - | $672,830 |
| WIPRO LTD | WIT | Technology | 0.17% | 277,234 | - | - | $623,776 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.17% | 5,164 | - | - | $602,484 |
| INVESCO EXCHANGE TRADED FD T | PRFZ | Other | 0.16% | 10,500 | - | - | $585,585 |
| HIPPO HLDGS INC | HIPO | Financial Services | 0.16% | 20,210 | - | - | $571,135 |
| VANGUARD INDEX FDS | VBR | Other | 0.15% | 2,260 | -40 | -1.74% | $549,157 |
| BROADCOM INC | AVGO | Technology | 0.15% | 1,413 | +26 | +1.87% | $533,761 |
| VANGUARD INDEX FDS | VBK | Other | 0.14% | 1,345 | -60 | -4.27% | $491,867 |
| WESTERN ALLIANCE BANCORP | WAL | Financial Services | 0.12% | 5,271 | - | - | $433,276 |
| HALEON PLC | HLN | Healthcare | 0.12% | 46,428 | -5,700 | -10.93% | $433,173 |