Aimz Investment Advisors, Llc Portfolio Stock Holdings
Aimz Investment Advisors, Llc disclosed 139 stock positions valued at approximately $323.6 million in its latest SEC 13F filing. The largest holdings include APPLE INC, META PLATFORMS INC, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 139
- Portfolio Value
- $323.6M
Holdings by Sector
Aimz Investment Advisors, Llc Portfolio Holdings in Q1 2026
137 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 7.11% | 90,620 | -1,289 | -1.40% | $22,998,406 |
| META PLATFORMS INC | META | Communication Services | 4.42% | 25,024 | -307 | -1.21% | $14,316,981 |
| ALPHABET INC | GOOGL | Communication Services | 3.76% | 42,267 | -1,290 | -2.96% | $12,154,304 |
| ALPHABET INC | GOOG | Communication Services | 3.52% | 39,727 | -3,532 | -8.16% | $11,396,168 |
| MICROSOFT CORP | MSFT | Technology | 3.20% | 27,946 | -364 | -1.29% | $10,344,683 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 2.75% | 19,956 | -305 | -1.51% | $8,911,152 |
| GILEAD SCIENCES INC | GILD | Healthcare | 2.64% | 61,338 | -2,499 | -3.91% | $8,548,734 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 2.27% | 9,491 | -158 | -1.64% | $7,333,122 |
| QUALCOMM INC | QCOM | Technology | 2.23% | 55,937 | -922 | -1.62% | $7,203,580 |
| C H ROBINSON WORLDWIDE IN | CHRW | Industrials | 2.08% | 40,456 | -748 | -1.82% | $6,718,478 |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | Healthcare | 2.00% | 214,978 | -5,558 | -2.52% | $6,475,131 |
| INCYTE CORP | INCY | Healthcare | 1.89% | 65,158 | -1,015 | -1.53% | $6,132,669 |
| WALMART INC | WMT | Consumer Defensive | 1.77% | 46,104 | -714 | -1.53% | $5,729,782 |
| NETAPP INC | NTAP | Technology | 1.74% | 55,034 | -696 | -1.25% | $5,634,904 |
| EXPEDITORS INTL WASH INC | EXPD | Industrials | 1.66% | 37,403 | -700 | -1.84% | $5,357,295 |
| CISCO SYS INC | CSCO | Technology | 1.58% | 65,828 | -1,321 | -1.97% | $5,107,604 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.54% | 10,378 | -160 | -1.52% | $4,973,138 |
| AMGEN INC | AMGN | Healthcare | 1.40% | 12,884 | -60 | -0.46% | $4,533,087 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 1.34% | 48,278 | -142 | -0.29% | $4,351,776 |
| GENMAB A/S | GMAB | Healthcare | 1.33% | 160,910 | -2,400 | -1.47% | $4,317,215 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.33% | 17,731 | -174 | -0.97% | $4,297,938 |
| CINTAS CORP | CTAS | Industrials | 1.30% | 24,933 | -717 | -2.80% | $4,217,168 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.27% | 15,159 | -159 | -1.04% | $4,101,822 |
| NICE LTD | NICE | Technology | 1.27% | 37,200 | -975 | -2.55% | $4,101,672 |
| EURONET WORLDWIDE INC | EEFT | Technology | 1.26% | 61,436 | +32,396 | +111.56% | $4,077,507 |
| INFOSYS LTD | INFY | Technology | 1.23% | 293,807 | -7,823 | -2.59% | $3,969,338 |
| NVIDIA CORPORATION | NVDA | Technology | 1.18% | 21,813 | +121 | +0.56% | $3,804,168 |
| ADOBE INC | ADBE | Technology | 1.15% | 15,295 | -67 | -0.44% | $3,717,909 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.07% | 14,128 | -159 | -1.11% | $3,453,340 |
| ABBVIE INC | ABBV | Healthcare | 1.04% | 15,498 | -63 | -0.40% | $3,370,742 |
| CHECK POINT SOFTWARE TECH LT | CHKP | Other | 1.02% | 23,024 | -400 | -1.71% | $3,288,978 |
| VANGUARD INDEX FDS | VOE | Other | 1.02% | 17,837 | -694 | -3.75% | $3,286,973 |
| GSK PLC | GSK | Healthcare | 1.01% | 59,334 | -1,489 | -2.45% | $3,274,643 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.98% | 52,522 | -760 | -1.43% | $3,185,479 |
| MERCK & CO INC | MRK | Healthcare | 0.94% | 25,324 | -308 | -1.20% | $3,046,170 |
| STRYKER CORPORATION | SYK | Healthcare | 0.92% | 9,032 | - | - | $2,967,916 |
| EPAM SYS INC | EPAM | Technology | 0.90% | 21,545 | -325 | -1.49% | $2,917,193 |
| ANALOG DEVICES INC | ADI | Technology | 0.85% | 8,692 | -588 | -6.34% | $2,765,205 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.83% | 11,304 | -273 | -2.36% | $2,670,807 |
| VANGUARD INDEX FDS | VTV | Other | 0.82% | 13,488 | -905 | -6.29% | $2,646,268 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.80% | 17,484 | -783 | -4.29% | $2,589,386 |
| URBAN OUTFITTERS INC | URBN | Consumer Cyclical | 0.80% | 40,839 | -1,200 | -2.85% | $2,587,151 |
| THE CIGNA GROUP | CI | Healthcare | 0.76% | 9,274 | -111 | -1.18% | $2,473,854 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.76% | 11,482 | -560 | -4.65% | $2,469,403 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 0.75% | 53,435 | -1,801 | -3.26% | $2,416,865 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.72% | 8,929 | +2 | +0.02% | $2,324,165 |
| TELEDYNE TECHNOLOGIES INC | TDY | Technology | 0.71% | 3,822 | -140 | -3.53% | $2,312,349 |
| PROTO LABS INC | PRLB | Industrials | 0.68% | 38,728 | -900 | -2.27% | $2,208,269 |
| EXXON MOBIL CORP | XOM | Energy | 0.68% | 12,934 | +2 | +0.02% | $2,194,444 |
| VANGUARD WORLD FD | VHT | Other | 0.67% | 7,940 | -487 | -5.78% | $2,162,313 |
| NETFLIX INC. | NFLX | Communication Services | 0.63% | 21,355 | +185 | +0.87% | $2,053,283 |
| NOVARTIS AG | NVS | Healthcare | 0.63% | 13,334 | +6 | +0.05% | $2,036,787 |
| PEPSICO INC | PEP | Consumer Defensive | 0.62% | 12,915 | +29 | +0.23% | $2,005,570 |
| ORACLE CORP | ORCL | Technology | 0.59% | 12,963 | - | - | $1,906,949 |
| FACTSET RESH SYS INC | FDS | Financial Services | 0.59% | 8,780 | +105 | +1.21% | $1,905,172 |
| DOLBY LABORATORIES INC | DLB | Industrials | 0.58% | 31,481 | -596 | -1.86% | $1,890,753 |
| EMERSON ELEC CO | EMR | Industrials | 0.58% | 14,394 | -48 | -0.33% | $1,885,862 |
| COCA COLA CO | KO | Consumer Defensive | 0.58% | 24,602 | +10 | +0.04% | $1,870,980 |
| FRANKLIN RESOURCES INC | BEN | Financial Services | 0.55% | 75,728 | -1,004 | -1.31% | $1,788,704 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.52% | 16,373 | -114 | -0.69% | $1,681,047 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.50% | 17,947 | -475 | -2.58% | $1,607,863 |
| MEDTRONIC PLC | MDT | Other | 0.47% | 17,730 | +4 | +0.02% | $1,536,323 |
| KLA CORP | KLAC | Technology | 0.45% | 981 | +4 | +0.41% | $1,444,434 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.43% | 4,250 | -200 | -4.49% | $1,397,783 |
| INTEL CORP | INTC | Technology | 0.40% | 29,002 | -210 | -0.72% | $1,279,868 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.39% | 6,005 | +184 | +3.16% | $1,250,557 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.39% | 2,932 | -40 | -1.35% | $1,247,028 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.37% | 25,000 | - | - | $1,188,250 |
| AMDOCS LTD | G02602103 | Other | 0.36% | 17,999 | +3 | +0.02% | $1,174,609 |
| GLOBANT S A | L44385109 | Other | 0.36% | 25,367 | -100 | -0.39% | $1,169,672 |
| TESLA INC | TSLA | Consumer Cyclical | 0.33% | 2,865 | +108 | +3.92% | $1,065,064 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.29% | 3,143 | -50 | -1.57% | $924,644 |
| VANGUARD INDEX FDS | VUG | Other | 0.28% | 2,038 | -51 | -2.44% | $890,003 |
| WELLS FARGO & CO | WFC | Financial Services | 0.27% | 11,158 | - | - | $888,288 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.27% | 11,433 | -100 | -0.87% | $858,618 |
| EBAY INC. | EBAY | Consumer Cyclical | 0.25% | 8,940 | +1 | +0.01% | $813,719 |
| BANK AMERICA CORP | BAC | Financial Services | 0.25% | 16,364 | +120 | +0.74% | $797,745 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.23% | 5,164 | +64 | +1.25% | $755,390 |
| ISHARES TR | USMV | Other | 0.23% | 8,024 | - | - | $744,146 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.23% | 746 | +2 | +0.27% | $743,337 |
| DOLLAR TREE INC | DLTR | Consumer Defensive | 0.23% | 6,720 | - | - | $735,907 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.22% | 7,143 | +21 | +0.29% | $707,514 |
| 3M CO | MMM | Industrials | 0.21% | 4,643 | - | - | $674,269 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.20% | 6,650 | - | - | $654,227 |
| APPLIED MATLS INC | AMAT | Technology | 0.19% | 1,818 | -27 | -1.46% | $621,374 |
| WIPRO LTD | WIT | Technology | 0.18% | 277,234 | -10,275 | -3.57% | $587,735 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.18% | 901 | -25 | -2.70% | $585,656 |
| ELI LILLY & CO | LLY | Healthcare | 0.17% | 611 | +27 | +4.62% | $562,258 |
| INVESCO QQQ TR | QQQ | Other | 0.17% | 959 | -21 | -2.14% | $553,733 |
| HIPPO HLDGS INC | HIPO | Financial Services | 0.16% | 20,210 | - | - | $526,673 |
| HALEON PLC | HLN | Healthcare | 0.16% | 52,128 | -5,500 | -9.54% | $521,801 |
| VANGUARD INDEX FDS | VBR | Other | 0.15% | 2,300 | -25 | -1.08% | $499,675 |
| ISHARES TR | SOXX | Other | 0.15% | 1,477 | -400 | -21.31% | $485,425 |
| INVESCO EXCHANGE TRADED FD T | PRFZ | Other | 0.15% | 10,500 | - | - | $481,635 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.15% | 1,037 | +47 | +4.75% | $478,047 |
| SEMPRA | SRE | Utilities | 0.15% | 4,910 | - | - | $477,105 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.15% | 1,527 | -100 | -6.15% | $474,576 |
| SHELL PLC | SHEL | Energy | 0.14% | 4,975 | - | - | $462,675 |
| BROADCOM INC | AVGO | Technology | 0.13% | 1,387 | +97 | +7.52% | $429,290 |
| PPL CORP | PPL | Utilities | 0.13% | 11,200 | -67 | -0.59% | $427,840 |