AIMZ Investment Advisors, LLC

CIK 0001630365 · Q2 2026

13F Equity AUM

$363.5M

+12.3% QoQ

Positions

153

+14 QoQ

AUM Rank

#5,921

Top 47%

Skill Alpha (FF)

-0.4%/yr^ns

No Clear Edge

Rank #3,400 · Top 41%

vs S&P -2.3%/yr (unadj.)

Quarters Tracked

~11 years

Portfolio Concentration

Top 5: 21.8%Top 10: 33.9%Top 20: 50.8%

AAPL7.1%

GOOGL4.1%

META3.9%

GOOG3.8%

MSFT2.9%

QCOM2.8%

VRTX2.7%

NTAP2.3%

GILD2.1%

CSCO2.1%

Others (143)66.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology32.9%

Healthcare25.2%

Financial Services14.7%

Communication Services12.3%

Industrials6.9%

Consumer Cyclical3.4%

Consumer Defensive3.0%

Other1.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 153Median: 0.27%Avg: 0.65%

0–0.5%

92(15.1%)

0.5–1%

33(24.5%)

1–3%

24(41.5%)

3–5%

3(11.8%)

5%+

1(7.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 153vs 20 funds

0%Low

153

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New17Increased23Decreased62Exited3

New Positions

ZTS1.0%

+49K

JKHY0.7%

+17K

S&P GLOBAL INC0.3%

+3K

MU0.2%

+626

PANW0.1%

+1K

GLW0.1%

+1K

TXN0.1%

+993

URI0.1%

+222

SOXL0.1%

+1K

SITM0.1%

+360

Increased

VUG0.3%

+10K(+501%)

KLAC0.8%

+9K(+900%)

EEFT1.2%

+200(+0%)

MRK0.9%

+151(+1%)

PG0.1%

+100(+6%)

LLY0.2%

+75(+12%)

INFY0.8%

+62(+0%)

ADBE0.9%

+55(+0%)

AMGN1.3%

+51(+0%)

SHEL0.1%

+50(+1%)

Decreased

HLN0.1%

-5,700(-11%)

TEVA2.0%

-2,000(-1%)

NVDA1.1%

-1,700(-8%)

URBN0.8%

-1,500(-4%)

SPTS0.1%

-1,400(-10%)

BEN0.7%

-1,235(-2%)

GOOG3.8%

-1,200(-3%)

MYGN0.1%

-1,150(-3%)

NSY0.9%

-1,020(-3%)

BAC0.2%

-1,000(-6%)

Exited

SPGI

-2,932

HON

-1,268

ALS

-1,050

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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