AIMZ Investment Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Los Altos, CA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
128
Total value ($000)
$318,672
Net value change ($000)
+19,981 (6.7%)
New positions
1
Sold out positions
3
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 4,070 23.1%
UNH 2,772 110.1%
GOOGL 2,689 36.0%
GOOGL 2,541 29.8%
GMAB 1,619 47.2%
CHRW 1,490 36.7%
INCY 1,036 22.3%
ORCL 861 28.6%
TEVA 726 19.3%
ABBV 711 24.4%
Top Reduces (Value $000, Stocks/ETFs)
VRTX -1,253 -13.6%
GLOB -1,033 -37.2%
INFY -689 -12.2%
EPAM -616 -15.6%
META -554 -2.9%
ADBE -532 -9.4%
CTAS -500 -8.6%
WBA -481 -100.0%
PYPL -449 -11.2%
CI -397 -12.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type