2026 Q1 Portfolio Activity
In 2026 Q1, AIMZ Investment Advisors, LLC maintained a portfolio of 144 distinct positions. The most significant new addition was ASTRAZENECA PLC, now representing 1.66% of the total fund value. They heavily accumulated shares in EURONET WORLDWIDE INC, increasing the position by 111.6%. Conversely, AIMZ Investment Advisors, LLC completely exited their position in ASTRAZENECA PLC.
Position History
hover any row below to update
Loading…
Total Positions
144
Quarter
2026 Q1
Top Holding
AAPL (7.1%)
Top 10 Concentration
34.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 144
AIMZ Investment Advisors, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 7.11% | 7.15% |
#1
Prev: #1
|
5.3 |
—
|
-1,289 | -1.4% |
P
S
|
90,620 | $22,998,406 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 4.42% | 4.78% |
#2
Prev: #2
|
3.8 |
—
|
-307 | -1.2% |
P
S
|
25,024 | $14,316,981 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.76% | 3.90% |
#3
1
Prev: #4
|
3.0 |
—
|
-1,290 | -3.0% |
P
S
|
42,267 | $12,154,304 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 3.52% | 3.88% |
#4
1
Prev: #5
|
2.4 |
—
|
-3,532 | -8.2% |
P
S
|
39,727 | $11,396,168 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.20% | 3.92% |
#5
2
Prev: #3
|
2.3 |
—
|
-364 | -1.3% |
P
S
|
27,946 | $10,344,683 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VRTX
VERTEX PHARMACE...
|
Healthcare | 2.75% | 2.63% |
#6
1
Prev: #7
|
1.6 |
—
|
-305 | -1.5% |
P
S
|
19,956 | $8,911,152 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 2.64% | 2.24% |
#7
1
Prev: #8
|
1.6 |
—
|
-2,499 | -3.9% |
P
S
|
61,338 | $8,548,734 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
REGN
REGENERON PHARM...
|
Healthcare | 2.27% | 2.13% |
#8
1
Prev: #9
|
1.4 |
—
|
-158 | -1.6% |
P
S
|
9,491 | $7,333,122 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QCOM
QUALCOMM INC
|
Technology | 2.23% | 2.78% |
#9
3
Prev: #6
|
1.4 |
—
|
-922 | -1.6% |
P
S
|
55,937 | $7,203,580 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CHRW
C H ROBINSON WO...
|
Industrials | 2.08% | 1.89% |
#10
1
Prev: #11
|
1.3 |
—
|
-748 | -1.8% |
P
S
|
40,456 | $6,718,478 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TEVA
TEVA PHARMACEUT...
|
Healthcare | 2.00% | 1.97% |
#11
1
Prev: #10
|
1.3 |
—
|
-5,558 | -2.5% |
P
S
|
214,978 | $6,475,131 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
INCY
INCYTE CORP
|
Healthcare | 1.89% | 1.87% |
#12
Prev: #12
|
1.3 |
—
|
-1,015 | -1.5% |
P
S
|
65,158 | $6,132,669 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.77% | 1.49% |
#13
6
Prev: #19
|
1.2 |
—
|
-714 | -1.5% |
P
S
|
46,104 | $5,729,782 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NTAP
NETAPP INC
|
Technology | 1.74% | 1.71% |
#14
1
Prev: #13
|
1.2 |
—
|
-696 | -1.2% |
P
S
|
55,034 | $5,634,904 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AZNCF
ASTRAZENECA PLC
|
Unknown | 1.66% | — |
#15
Prev: #—
|
4.2 |
—
|
27,296 | — |
NEW
|
27,296 | $5,382,082 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EXPD
EXPEDITORS INTL...
|
Industrials | 1.66% | 1.62% |
#16
2
Prev: #14
|
1.2 |
—
|
-700 | -1.8% |
P
S
|
37,403 | $5,357,295 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CSCO
CISCO SYS INC
|
Technology | 1.58% | 1.48% |
#17
3
Prev: #20
|
1.1 |
—
|
-1,321 | -2.0% |
P
S
|
65,828 | $5,107,604 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.54% | 1.52% |
#18
Prev: #18
|
1.1 |
—
|
-160 | -1.5% |
P
S
|
10,378 | $4,973,138 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMGN
AMGEN INC
|
Healthcare | 1.40% | 1.21% |
#19
10
Prev: #29
|
1.1 |
—
|
-60 | -0.5% |
P
S
|
12,884 | $4,533,087 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TROW
PRICE T ROWE GR...
|
Financial Services | 1.34% | 1.42% |
#20
4
Prev: #24
|
1.0 |
—
|
-142 | -0.3% |
P
S
|
48,278 | $4,351,776 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GMAB
GENMAB A/S
|
Healthcare | 1.33% | 1.44% |
#21
2
Prev: #23
|
1.0 |
—
|
-2,400 | -1.5% |
P
S
|
160,910 | $4,317,215 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 1.33% | 1.52% |
#22
5
Prev: #17
|
1.0 |
—
|
-174 | -1.0% |
P
S
|
17,731 | $4,297,938 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CTAS
CINTAS CORP
|
Industrials | 1.30% | 1.38% |
#23
2
Prev: #25
|
1.0 |
—
|
-717 | -2.8% |
P
S
|
24,933 | $4,217,168 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.27% | 1.45% |
#24
2
Prev: #22
|
1.0 |
—
|
-159 | -1.0% |
P
S
|
15,159 | $4,101,822 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NICE
NICE LTD
|
Technology | 1.27% | 1.23% |
#25
3
Prev: #28
|
1.0 |
—
|
-975 | -2.6% |
P
S
|
37,200 | $4,101,672 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EEFT
EURONET WORLDWI...
|
Technology | 1.26% | 0.63% |
#26
23
Prev: #49
|
3.5 |
—
|
32,396 | 111.6% |
P
S
|
61,436 | $4,077,507 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
INFY
INFOSYS LTD
|
Technology | 1.23% | 1.54% |
#27
11
Prev: #16
|
1.0 |
—
|
-7,823 | -2.6% |
P
S
|
293,807 | $3,969,338 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.18% | 1.16% |
#28
2
Prev: #30
|
1.0 |
—
|
121 | 0.6% |
P
S
|
21,813 | $3,804,168 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ADBE
ADOBE INC
|
Technology | 1.15% | 1.54% |
#29
14
Prev: #15
|
1.0 |
—
|
-67 | -0.4% |
P
S
|
15,295 | $3,717,909 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.07% | 0.85% |
#30
7
Prev: #37
|
0.9 |
—
|
-159 | -1.1% |
P
S
|
14,128 | $3,453,340 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 1.04% | 1.02% |
#31
Prev: #31
|
0.9 |
—
|
-63 | -0.4% |
P
S
|
15,498 | $3,370,742 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CHKP
CHECK POINT SOF...
|
Technology | 1.02% | 1.24% |
#32
5
Prev: #27
|
0.9 |
—
|
-400 | -1.7% |
P
S
|
23,024 | $3,288,978 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 1.02% | 0.94% |
#33
1
Prev: #32
|
0.9 |
—
|
-694 | -3.7% |
P
S
|
17,837 | $3,286,973 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GSK
GSK PLC
|
Healthcare | 1.01% | 0.85% |
#34
2
Prev: #36
|
0.9 |
—
|
-1,489 | -2.4% |
P
S
|
59,334 | $3,274,643 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 0.98% | 0.82% |
#35
3
Prev: #38
|
0.9 |
—
|
-760 | -1.4% |
P
S
|
52,522 | $3,185,479 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.94% | 0.77% |
#36
5
Prev: #41
|
0.9 |
—
|
-308 | -1.2% |
P
S
|
25,324 | $3,046,170 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.92% | 0.91% |
#37
3
Prev: #34
|
1.4 |
—
|
no change | no change |
P
S
|
9,032 | $2,967,916 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EPAM
EPAM SYS INC
|
Technology | 0.90% | 1.28% |
#38
12
Prev: #26
|
0.9 |
—
|
-325 | -1.5% |
P
S
|
21,545 | $2,917,193 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 0.85% | 0.72% |
#39
8
Prev: #47
|
0.8 |
—
|
-588 | -6.3% |
P
S
|
8,692 | $2,765,205 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.83% | 0.80% |
#40
1
Prev: #39
|
0.8 |
—
|
-273 | -2.4% |
P
S
|
11,304 | $2,670,807 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.82% | 0.79% |
#41
1
Prev: #40
|
0.8 |
—
|
-905 | -6.3% |
P
S
|
13,488 | $2,646,268 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.80% | 0.75% |
#42
1
Prev: #43
|
0.8 |
—
|
-783 | -4.3% |
P
S
|
17,484 | $2,589,386 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
URBN
URBAN OUTFITTER...
|
Consumer Cyclical | 0.80% | 0.90% |
#43
8
Prev: #35
|
0.8 |
—
|
-1,200 | -2.9% |
P
S
|
40,839 | $2,587,151 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CI
THE CIGNA GROUP
|
Healthcare | 0.76% | 0.74% |
#44
Prev: #44
|
0.8 |
—
|
-111 | -1.2% |
P
S
|
9,274 | $2,473,854 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.76% | 0.76% |
#45
3
Prev: #42
|
0.8 |
—
|
-560 | -4.7% |
P
S
|
11,482 | $2,469,403 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PYPL
PAYPAL HLDGS IN...
|
Financial Services | 0.75% | 0.92% |
#46
13
Prev: #33
|
0.8 |
—
|
-1,801 | -3.3% |
P
S
|
53,435 | $2,416,865 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ITW
ILLINOIS TOOL W...
|
Industrials | 0.72% | 0.63% |
#47
3
Prev: #50
|
0.8 |
—
|
2 | 0.0% |
P
S
|
8,929 | $2,324,165 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TDY
TELEDYNE TECHNO...
|
Technology | 0.71% | 0.58% |
#48
5
Prev: #53
|
0.8 |
—
|
-140 | -3.5% |
P
S
|
3,822 | $2,312,349 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PRLB
PROTO LABS INC
|
Industrials | 0.68% | 0.57% |
#49
5
Prev: #54
|
0.8 |
—
|
-900 | -2.3% |
P
S
|
38,728 | $2,208,269 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.68% | 0.45% |
#50
13
Prev: #63
|
0.8 |
—
|
2 | 0.0% |
P
S
|
12,934 | $2,194,444 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 144 holdings