AIMZ Investment Advisors, LLC
SEC Form 13F institutional filer · CIK 0001630365
13F-HR · 95 reported holdings · 2026-03-31
Reported long-US-equity value
$0.25B
Top-10 concentration
43.8%
AIMZ Investment Advisors, LLC — $251M AUM allocation strategy
AIMZ Investment Advisors, LLC files SEC Form 13F and reports $251M of long US equity value across 95 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.2%, followed by Communication Services 15.1% and Health Care 14.1%.
The top 10 holdings account for 44% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
AIMZ Investment Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$251M
total across 95 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
44% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NFLX +185 sh · +$68.4K+$AMZN +184 sh · −$92.9K+$NVDA +121 sh · −$241K
Biggest trims (shares)
−$SCHW −8.33K sh · −$190K−$IVV −4.5K sh · −$310K−$GOOGL −3.53K sh · −$2.18M
Exited to nil (held last quarter, gone now)
$TRV ($226K last qtr)$GM ($213K last qtr)$DIS ($207K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services15.1%—
- Biotechnology14.1%—
- Technology Hardware, Storage & Peripherals11.4%—
- Air Freight & Logistics4.8%—
- Systems Software4.1%—
- Semiconductors2.9%—
- Consumer Staples Merchandise Retail2.3%—
- Communications Equipment2.0%—
- Other holdings43.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 90.6K | $23M | -1.29K | 9.2% |
| $META | Meta Platforms Inc | 25K | $14.3M | -307 | 5.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 42.3K | $12.2M | -1.29K | 4.8% |
| $GOOGL | Alphabet Inc | 39.7K | $11.4M | -3.53K | 4.5% |
| $MSFT | Microsoft Corporation | 27.9K | $10.3M | -364 | 4.1% |
| $VRTX | Vertex Pharmaceuticals Incorporated | 20K | $8.91M | -305 | 3.5% |
| $GILD | Gilead Sciences Inc | 61.3K | $8.55M | -2.5K | 3.4% |
| $REGN | Regeneron Pharmaceuticals Inc | 9.49K | $7.33M | -158 | 2.9% |
| $QCOM | QUALCOMM Incorporated | 55.9K | $7.2M | -922 | 2.9% |
| $CHRW | C.H. Robinson Worldwide Inc | 40.5K | $6.72M | -748 | 2.7% |
…and 85 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.