Aimz Investment Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Aimz Investment Advisors, Llc disclosed 151 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
- 151
- Portfolio Value
- $363.49M
Holdings by Sector
Aimz Investment Advisors, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 151 holdings in the latest reporting period.