AIMZ Investment Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Los Altos, CA
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
140
Total value ($000)
$349,632
Net value change ($000)
+30,960 (9.7%)
New positions
16
Sold out positions
4
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
NICE 4,315 NEW
GOOGL 3,476 34.2%
AAPL 3,317 15.3%
FDS 2,517 NEW
GOOGL 2,501 22.6%
TEVA 2,393 53.3%
REGN 1,978 36.2%
VRTX 1,212 15.2%
EPAM 1,149 34.5%
CHRW 1,076 19.4%
Top Reduces (Value $000, Stocks/ETFs)
META -2,066 -11.0%
ORCL -1,341 -34.7%
MSFT -1,133 -7.6%
NTAP -711 -10.6%
CHKP -500 -10.3%
CTAS -492 -9.3%
NFLX -492 -19.9%
PYPL -338 -9.5%
TDY -336 -14.2%
HD -272 -15.1%
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