AIMZ Investment Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Los Altos, CA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
139
Total value ($000)
$323,637
Net value change ($000)
-25,995 (-7.4%)
New positions
4
Sold out positions
5
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AZN 5,382 NEW
EEFT 1,868 84.5%
GILD 714 9.1%
XOM 638 41.0%
WMT 514 9.9%
JNJ 496 16.8%
MRK 348 12.9%
BMY 311 10.8%
AMGN 296 7.0%
GSK 292 9.8%
Top Reduces (Value $000, Stocks/ETFs)
AZN -5,128 -100.0%
MSFT -3,346 -24.4%
QCOM -2,522 -25.9%
META -2,403 -14.4%
GOOGL -2,179 -16.1%
AAPL -1,988 -8.0%
ADBE -1,659 -30.9%
EPAM -1,564 -34.9%
GOOGL -1,479 -10.8%
INFY -1,406 -26.2%
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