AIMZ Investment Advisors, LLC
All 13F Filings
- Location
- Los Altos, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 363,488
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 153 | 363,488 | 13F-HR | AIMZ Investment Advisors, LLC |
| Q1 2026 | 5/15/2026 | 139 | 323,637 | 13F-HR | AIMZ Investment Advisors, LLC |
| Q4 2025 | 2/17/2026 | 140 | 349,632 | 13F-HR | AIMZ Investment Advisors, LLC |
| Q3 2025 | 11/12/2025 | 128 | 318,672 | 13F-HR | AIMZ Investment Advisors, LLC |
| Q2 2025 | 8/12/2025 | 130 | 298,691 | 13F-HR | AIMZ Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 337.9 K | 93.0% | 36.55 K | 0 | 36.55 K |
| ETFs | 25.62 K | 7.0% | 3.304 K | 0 | 3.304 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
363,488
Holdings
153
QoQ value change ($000)
39,851
(12.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.