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Aimz Investment Advisors Llc

Portfolio Manager
Aimz Investment Advisors LLC
Performance
-8.42% (2026 Q1)
AUM (13F)
$323.64M
# of Holdings
139
Performance Rank
Allocation (Top 20)
50.56%

Aimz Investment Advisors Llc Holdings Map

Top 50 Aimz Investment Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
7.11%90.6K$23.0M
-1.40%(-1.29K)
2025-Q1: 86.2K shares2025-Q2: 85.8K shares2025-Q3: 85.1K shares2025-Q4: 91.9K shares2026-Q1: 90.6K shares
$50.72(+491.97%)
2026-03-31
META
META PLATFORMS INC
4.42%25.0K$14.3M
-1.21%(-307)
2025-Q1: 27.4K shares2025-Q2: 26.2K shares2025-Q3: 25.6K shares2025-Q4: 25.3K shares2026-Q1: 25.0K shares
$217.12(+182.90%)
2026-03-31
GOOGL
ALPHABET INC
3.76%42.3K$12.2M
-2.96%(-1.29K)
2025-Q1: 43.0K shares2025-Q2: 42.4K shares2025-Q3: 41.8K shares2025-Q4: 43.6K shares2026-Q1: 42.3K shares
$94.10(+321.64%)
2026-03-31
GOOG
ALPHABET INC
3.52%39.7K$11.4M
-8.16%(-3.53K)
2025-Q1: 48.1K shares2025-Q2: 48.1K shares2025-Q3: 45.5K shares2025-Q4: 43.3K shares2026-Q1: 39.7K shares
$140.27(+180.40%)
2026-03-31
MSFT
MICROSOFT CORP
3.2%27.9K$10.3M
-1.29%(-364)
2025-Q1: 29.3K shares2025-Q2: 28.9K shares2025-Q3: 28.6K shares2025-Q4: 28.3K shares2026-Q1: 27.9K shares
$54.49(+674.37%)
2026-03-31
VRTX
VERTEX PHARMACEUTICALS INC
2.75%20.0K$8.9M
-1.51%(-305)
2025-Q1: 21.0K shares2025-Q2: 20.7K shares2025-Q3: 20.4K shares2025-Q4: 20.3K shares2026-Q1: 20.0K shares
$202.42(+115.87%)
2026-03-31
GILD
GILEAD SCIENCES INC
2.64%61.3K$8.5M
-3.91%(-2.50K)
2025-Q1: 66.5K shares2025-Q2: 65.0K shares2025-Q3: 64.1K shares2025-Q4: 63.8K shares2026-Q1: 61.3K shares
$75.69(+71.21%)
2026-03-31
REGN
REGENERON PHARMACEUTICALS
2.27%9.5K$7.3M
-1.64%(-158)
2025-Q1: 9.9K shares2025-Q2: 9.9K shares2025-Q3: 9.7K shares2025-Q4: 9.6K shares2026-Q1: 9.5K shares
$351.00(+98.93%)
2026-03-31
QCOM
QUALCOMM INC
2.23%55.9K$7.2M
-1.62%(-922)
2025-Q1: 58.7K shares2025-Q2: 58.1K shares2025-Q3: 57.3K shares2025-Q4: 56.9K shares2026-Q1: 55.9K shares
$78.34(+157.21%)
2026-03-31
CHRW
C H ROBINSON WORLDWIDE IN
2.08%40.5K$6.7M
-1.82%(-748)
2025-Q1: 42.5K shares2025-Q2: 42.3K shares2025-Q3: 41.9K shares2025-Q4: 41.2K shares2026-Q1: 40.5K shares
$71.04(+130.29%)
2026-03-31

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