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AIA

AIMZ Investment Advisors Portfolio holdings

AUM $363M
1-Year Est. Return 29.68%
This Fund
S&P 500
This Quarter Est. Return
+16.78%
1 Year Est. Return
+29.68%
3 Year Est. Return
+81.32%
5 Year Est. Return
+101.59%
10 Year Est. Return
+396.9%
AUM
$363M
AUM Growth
+$39.9M
Cap. Flow
+$6.73M
Cap. Flow %
1.85%
Top 10 Hldgs %
33.9%
Holding
156
New
17
Increased
22
Reduced
62
Closed
3

Top Buys

Rank Stock Value
1
ZTS icon
Zoetis
ZTS
+$4.63M
2
JKHY icon
Jack Henry & Associates
JKHY
+$2.46M
3
MU icon
Micron Technology
MU
+$469K
4
TXN icon
Texas Instruments
TXN
+$275K
5
GLW icon
Corning
GLW
+$255K

Top Sells

Rank Stock Value
1
SPGI icon
S&P Global
SPGI
+$1.25M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$429K
3
NVDA icon
NVIDIA
NVDA
+$350K
4
ADI icon
Analog Devices
ADI
+$340K
5
HON icon
Honeywell
HON
+$287K

Sector Composition

Rank Sector Weight
1 Technology 32.55%
2 Healthcare 25.21%
3 Communication Services 12.28%
4 Industrials 8.46%
5 Miscellaneous 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EBAY icon
76
eBay
EBAY
$46B
$977K 0.27%
8,741
-199
-2% -$21.2K
VEU icon
77
Vanguard FTSE All-World ex-US ETF
VEU
$71.2B
$922K 0.25%
11,008
-425
-4% -$34.7K
DOX icon
78
Amdocs
DOX
$6.5B
$910K 0.25%
18,003
+4
+0% +$245
WFC icon
79
Wells Fargo
WFC
$272B
$896K 0.25%
10,844
-314
-3% -$25.2K
SOXX icon
80
iShares Semiconductor ETF
SOXX
$42.8B
$876K 0.24%
1,367
-110
-7% -$55.8K
BAC icon
81
Bank of America
BAC
$438B
$875K 0.24%
15,364
-1,000
-6% -$53.2K
DELL icon
82
Dell
DELL
$339B
$831K 0.23%
1,925
-50
-3% -$14.5K
LLY icon
83
Eli Lilly
LLY
$1.02T
$823K 0.23%
686
+75
+12% +$76.6K
DLTR icon
84
Dollar Tree
DLTR
$24.7B
$811K 0.22%
6,705
-15
-0.2% -$1.56K
USMV icon
85
iShares MSCI USA Min Vol Factor ETF
USMV
$24.1B
$774K 0.21%
8,024
– –
MMM icon
86
3M
MMM
$86.9B
$752K 0.21%
4,643
– –
MU icon
87
Micron Technology
MU
$1.15T
$723K 0.2%
+626
New +$469K
GLOB icon
88
Globant
GLOB
$1.69B
$716K 0.2%
24,742
-625
-2% -$25K
UPS icon
89
United Parcel Service
UPS
$87B
$715K 0.2%
6,650
– –
QQQ icon
90
Invesco QQQ Trust
QQQ
$489B
$706K 0.19%
959
– –
COST icon
91
Costco
COST
$406B
$698K 0.19%
746
– –
SPY icon
92
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$673K 0.19%
901
– –
WIT icon
93
Wipro
WIT
$17.9B
$624K 0.17%
277,234
– –
PLTR icon
94
Palantir
PLTR
$419B
$602K 0.17%
5,164
– –
PRFZ icon
95
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.81B
$586K 0.16%
10,500
– –
HIPO icon
96
Hippo Holdings
HIPO
$894M
$571K 0.16%
20,210
– –
VBR icon
97
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.6B
$549K 0.15%
2,260
-40
-2% -$9.3K
AVGO icon
98
Broadcom
AVGO
$1.7T
$534K 0.15%
1,413
+26
+2% +$10.4K
VBK icon
99
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.9B
$492K 0.14%
1,345
-60
-4% -$20.4K
WAL icon
100
Western Alliance Bancorporation
WAL
$8.83B
$433K 0.12%
5,271
– –
2 3
4
5 6

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TFG
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ECA
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RBCM
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PWM
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SFMG
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AIMZ Investment Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, AIMZ Investment Advisors held 156 positions worth $363M, up 12% from $324M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

AIMZ Investment Advisors's Q2 2026 filing shows 17 new, 22 increased, 62 reduced and 3 closed positions. Its largest new stake was Zoetis: 49,190 shares worth $3.53M. The largest sale was S&P Global, an estimated $1.25M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 30% a quarter earlier, followed by Healthcare and Communication Services.

  • AIMZ Investment Advisors's largest Q2 2026 buy was Zoetis: 49,190 shares worth $3.53M.
  • AIMZ Investment Advisors added most to Eli Lilly in Q2 2026, an estimated $76.6K increase.
  • AIMZ Investment Advisors's biggest Q2 2026 reduction was Alphabet (Google) Class C, cutting an estimated $429K.
  • AIMZ Investment Advisors fully exited S&P Global in Q2 2026, selling an estimated $1.25M.
  • AIMZ Investment Advisors's ten largest holdings make up 34% of its $363M portfolio in Q2 2026.
  • AIMZ Investment Advisors opened 17 new positions and closed 3 in Q2 2026.
  • AIMZ Investment Advisors's portfolio value rose 12% quarter-over-quarter to $363M.

Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.