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AIMZ Investment Advisors, LLC
hedge fundUpdated 27 days agoManaged by Aimz Investment Advisors, Llc • Latest filing Q2 2026
Portfolio value
$363.5M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
17.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $223.2M |
| Q2 2023 | $232.7M |
| Q3 2023 | $224.9M |
| Q4 2023 | $246.8M |
| Q1 2024 | $268.1M |
| Q2 2024 | $279M |
| Q3 2024 | $293M |
| Q4 2024 | $287.9M |
| Q1 2025 | $286.4M |
| Q2 2025 | $298.7M |
| Q3 2025 | $318.7M |
| Q4 2025 | $349.6M |
| Q1 2026 | $323.6M |
| Q2 2026 | $363.5M |
Top holdings
153 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $25.9M | 89.7K | 7.14% | — |
| 2 | G GOOGN ALPHABET INC | $15M | 42.0K | 4.13% | — |
| 3 | M META META PLATFORMS INC | $14.1M | 25.0K | 3.88% | — |
| 4 | G GOOGN ALPHABET INC | $13.6M | 38.5K | 3.75% | — |
| 5 | M MSFT MICROSOFT CORP | $10.4M | 27.9K | 2.86% | — |
| 6 | Q QCOM QUALCOMM INC | $10.3M | 55.8K | 2.84% | — |
| 7 | V VRTX VERTEX PHARMACEUTICALS INC | $9.9M | 19.9K | 2.72% | — |
| 8 | N NTAP NETAPP INC | $8.5M | 55.0K | 2.34% | — |
| 9 | G GILD GILEAD SCIENCES INC | $7.7M | 61.3K | 2.13% | — |
| 10 | C CSCO CISCO SYS INC | $7.7M | 65.6K | 2.12% | — |
| 11 | A AVGO C H ROBINSON WORLDWIDE IN | $7.6M | 40.1K | 2.08% | — |
| 12 | I INCY INCYTE CORP | $7.4M | 65.1K | 2.03% | — |
| 13 | T TEVJF TEVA PHARMACEUTICAL INDS LTD | $7.2M | 213.0K | 1.99% | — |
| 14 | U UNH UNITEDHEALTH GROUP INC | $6.3M | 15.2K | 1.73% | — |
| 15 | E EXPD EXPEDITORS INTL WASH INC | $6M | 37.1K | 1.66% | — |
| 16 | R REGN REGENERON PHARMACEUTICALS | $5.9M | 9.5K | 1.63% | — |
| 17 | T TROW PRICE T ROWE GROUP INC | $5.5M | 48.3K | 1.51% | — |
| 18 | W WMT WALMART INC | $5.2M | 45.9K | 1.43% | — |
| 19 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $5.2M | 10.4K | 1.43% | — |
| 20 | A AZN ASTRAZENECA PLC | $5.2M | 27.2K | 1.42% | — |