2026 Q2 Portfolio Activity
In 2026 Q2, AIMZ Investment Advisors, LLC maintained a portfolio of 156 distinct positions. The most significant new addition was ZOETIS INC, now representing 0.97% of the total fund value. They heavily accumulated shares in KLA CORP, increasing the position by 900.0%.
Position History
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Total Positions
156
Quarter
2026 Q2
Top Holding
AAPL (7.1%)
Top 10 Concentration
33.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 156
AIMZ Investment Advisors, LLC Full Holdings List — 2026 Q2
| 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 | 7.14% | 7.11% |
#1
Prev: #1
|
5.4 |
—
|
-955 | -1.1% |
P
S
|
89,665 | $25,945,542 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 4.13% | 3.76% |
#2
1
Prev: #3
|
3.7 |
—
|
-308 | -0.7% |
P
S
|
41,959 | $14,994,904 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 3.88% | 4.42% |
#3
1
Prev: #2
|
3.6 |
—
|
no change | no change |
P
S
|
25,024 | $14,095,769 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 3.75% | 3.52% |
#4
Prev: #4
|
2.5 |
—
|
-1,200 | -3.0% |
P
S
|
38,527 | $13,612,845 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.86% | 3.20% |
#5
Prev: #5
|
2.1 |
—
|
-50 | -0.2% |
P
S
|
27,896 | $10,405,922 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QCOM
QUALCOMM INC
|
Technology | 2.84% | 2.23% |
#6
3
Prev: #9
|
1.6 |
—
|
-97 | -0.2% |
P
S
|
55,840 | $10,318,595 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VRTX
VERTEX PHARMACE...
|
Healthcare | 2.72% | 2.75% |
#7
1
Prev: #6
|
1.6 |
—
|
-25 | -0.1% |
P
S
|
19,931 | $9,900,326 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NTAP
NETAPP INC
|
Technology | 2.34% | 1.74% |
#8
6
Prev: #14
|
1.4 |
—
|
3 | 0.0% |
P
S
|
55,037 | $8,517,466 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 2.13% | 2.64% |
#9
2
Prev: #7
|
1.4 |
—
|
-19 | -0.0% |
P
S
|
61,319 | $7,746,994 | 2015 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CSCO
CISCO SYS INC
|
Technology | 2.12% | 1.58% |
#10
7
Prev: #17
|
1.3 |
—
|
-271 | -0.4% |
P
S
|
65,557 | $7,700,383 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CHRW
C H ROBINSON WO...
|
Industrials | 2.08% | 2.08% |
#11
1
Prev: #10
|
1.3 |
—
|
-327 | -0.8% |
P
S
|
40,129 | $7,557,953 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INCY
INCYTE CORP
|
Healthcare | 2.03% | 1.89% |
#12
Prev: #12
|
1.3 |
—
|
-25 | -0.0% |
P
S
|
65,133 | $7,383,474 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TEVA
TEVA PHARMACEUT...
|
Healthcare | 1.99% | 2.00% |
#13
2
Prev: #11
|
1.3 |
—
|
-2,000 | -0.9% |
P
S
|
212,978 | $7,215,687 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.73% | 1.27% |
#14
10
Prev: #24
|
1.2 |
—
|
1 | 0.0% |
P
S
|
15,160 | $6,301,013 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EXPD
EXPEDITORS INTL...
|
Industrials | 1.66% | 1.66% |
#15
1
Prev: #16
|
1.2 |
—
|
-297 | -0.8% |
P
S
|
37,106 | $6,047,492 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
REGN
REGENERON PHARM...
|
Healthcare | 1.63% | 2.27% |
#16
8
Prev: #8
|
1.7 |
—
|
no change | no change |
P
S
|
9,491 | $5,918,015 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TROW
PRICE T ROWE GR...
|
Financial Services | 1.51% | 1.34% |
#17
3
Prev: #20
|
1.1 |
—
|
-20 | -0.0% |
P
S
|
48,258 | $5,486,404 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.43% | 1.77% |
#18
5
Prev: #13
|
1.1 |
—
|
-209 | -0.5% |
P
S
|
45,895 | $5,198,098 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.43% | 1.54% |
#19
1
Prev: #18
|
1.6 |
—
|
no change | no change |
P
S
|
10,378 | $5,193,047 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AZNCF
ASTRAZENECA PLC
|
Unknown | 1.42% | 1.66% |
#20
5
Prev: #15
|
1.1 |
—
|
-75 | -0.3% |
P
S
|
27,221 | $5,159,791 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 1.37% | 1.33% |
#21
1
Prev: #22
|
1.0 |
—
|
2 | 0.0% |
P
S
|
17,733 | $4,986,736 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMGN
AMGEN INC
|
Healthcare | 1.29% | 1.40% |
#22
3
Prev: #19
|
1.0 |
—
|
51 | 0.4% |
P
S
|
12,935 | $4,684,119 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EEFT
EURONET WORLDWI...
|
Technology | 1.24% | 1.26% |
#23
3
Prev: #26
|
1.0 |
—
|
200 | 0.3% |
P
S
|
61,636 | $4,511,139 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GMAB
GENMAB A/S
|
Healthcare | 1.22% | 1.33% |
#24
3
Prev: #21
|
1.5 |
—
|
no change | no change |
P
S
|
160,910 | $4,420,198 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CTAS
CINTAS CORP
|
Industrials | 1.17% | 1.30% |
#25
2
Prev: #23
|
1.5 |
—
|
no change | no change |
P
S
|
24,933 | $4,240,605 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INTC
INTEL CORP
|
Technology | 1.11% | 0.40% |
#26
40
Prev: #66
|
0.9 |
—
|
-60 | -0.2% |
P
S
|
28,942 | $4,041,201 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.11% | 1.18% |
#27
1
Prev: #28
|
0.9 |
—
|
-1,700 | -7.8% |
P
S
|
20,113 | $4,024,388 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 1.06% | 1.04% |
#28
3
Prev: #31
|
0.9 |
—
|
-122 | -0.8% |
P
S
|
15,376 | $3,869,138 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.97% | 1.07% |
#29
1
Prev: #30
|
0.9 |
—
|
-174 | -1.2% |
P
S
|
13,954 | $3,543,791 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZTS
ZOETIS INC
|
Healthcare | 0.97% | — |
#30
Prev: #—
|
3.9 |
—
|
49,190 | — |
NEW
|
49,190 | $3,534,793 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.93% | 1.02% |
#31
2
Prev: #33
|
0.9 |
—
|
-730 | -4.1% |
P
S
|
17,107 | $3,380,424 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NICE
NICE LTD
|
Technology | 0.90% | 1.27% |
#32
7
Prev: #25
|
0.9 |
—
|
-1,020 | -2.7% |
P
S
|
36,180 | $3,286,953 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.90% | 0.94% |
#33
3
Prev: #36
|
0.9 |
—
|
151 | 0.6% |
P
S
|
25,475 | $3,273,524 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PRLB
PROTO LABS INC
|
Industrials | 0.87% | 0.68% |
#34
15
Prev: #49
|
1.3 |
—
|
no change | no change |
P
S
|
38,728 | $3,156,717 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ADBE
ADOBE INC
|
Technology | 0.87% | 1.15% |
#35
6
Prev: #29
|
0.8 |
—
|
55 | 0.4% |
P
S
|
15,350 | $3,147,057 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 0.86% | 0.85% |
#36
3
Prev: #39
|
0.8 |
—
|
-860 | -9.9% |
P
S
|
7,832 | $3,110,790 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GSK
GSK PLC
|
Healthcare | 0.85% | 1.01% |
#37
3
Prev: #34
|
0.8 |
—
|
-120 | -0.2% |
P
S
|
59,214 | $3,103,998 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INFY
INFOSYS LTD
|
Technology | 0.85% | 1.23% |
#38
11
Prev: #27
|
0.8 |
—
|
62 | 0.0% |
P
S
|
293,869 | $3,082,690 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 0.83% | 0.98% |
#39
4
Prev: #35
|
1.3 |
—
|
no change | no change |
P
S
|
52,522 | $3,026,336 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CHKP
CHECK POINT SOF...
|
Technology | 0.83% | 1.02% |
#40
8
Prev: #32
|
1.3 |
—
|
no change | no change |
P
S
|
23,024 | $3,026,044 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KLAC
KLA CORP
|
Technology | 0.81% | 0.45% |
#41
23
Prev: #64
|
3.3 |
—
|
8,829 | 900.0% |
P
S
|
9,810 | $2,959,775 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.81% | 0.82% |
#42
1
Prev: #41
|
0.8 |
—
|
-4 | -0.0% |
P
S
|
13,484 | $2,938,499 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.78% | 0.92% |
#43
6
Prev: #37
|
0.8 |
—
|
1 | 0.0% |
P
S
|
9,033 | $2,843,865 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
URBN
URBAN OUTFITTER...
|
Consumer Cyclical | 0.77% | 0.80% |
#44
1
Prev: #43
|
0.8 |
—
|
-1,500 | -3.7% |
P
S
|
39,339 | $2,787,562 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.75% | 0.76% |
#45
Prev: #45
|
0.8 |
—
|
3 | 0.0% |
P
S
|
11,485 | $2,717,593 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.73% | 0.80% |
#46
4
Prev: #42
|
0.8 |
—
|
-660 | -3.8% |
P
S
|
16,824 | $2,658,647 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CI
THE CIGNA GROUP
|
Healthcare | 0.70% | 0.76% |
#47
3
Prev: #44
|
0.8 |
—
|
-30 | -0.3% |
P
S
|
9,244 | $2,548,401 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TDY
TELEDYNE TECHNO...
|
Technology | 0.70% | 0.71% |
#48
Prev: #48
|
0.8 |
—
|
-3 | -0.1% |
P
S
|
3,819 | $2,546,892 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.69% | 0.83% |
#49
9
Prev: #40
|
0.8 |
—
|
1 | 0.0% |
P
S
|
11,305 | $2,492,639 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BEN
FRANKLIN RESOUR...
|
Financial Services | 0.68% | 0.55% |
#50
10
Prev: #60
|
0.8 |
—
|
-1,235 | -1.6% |
P
S
|
74,493 | $2,478,380 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 156 holdings