AIMZ Investment Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Los Altos, CA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
153
Total value ($000)
$363,488
Net value change ($000)
+39,851 (12.3%)
New positions
17
Sold out positions
3
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
ZTS 3,535 NEW
QCOM 3,115 43.2%
AAPL 2,948 12.8%
NTAP 2,882 51.1%
GOOGL 2,841 23.4%
INTC 2,761 215.7%
CSCO 2,592 50.7%
JKHY 2,390 NEW
GOOGL 2,217 19.5%
UNH 2,199 53.6%
Top Reduces (Value $000, Stocks/ETFs)
REGN -1,415 -19.3%
SPGI -1,247 -100.0%
EPAM -1,240 -42.5%
INFY -886 -22.3%
NICE -815 -19.9%
GILD -802 -9.4%
ADBE -571 -15.4%
NFLX -564 -27.5%
WMT -532 -9.3%
GLOB -454 -38.8%
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