Mga Batayang Estadistika
Nilai Portofolio $ 298,691,462
Posisi Saat Ini 130
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

AIMZ Investment Advisors, LLC telah mengungkapkan total kepemilikan 130 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 298,691,462 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama AIMZ Investment Advisors, LLC adalah Meta Platforms, Inc. (US:META) , Apple Inc. (US:AAPL) , Microsoft Corporation (US:MSFT) , QUALCOMM Incorporated (US:QCOM) , and Vertex Pharmaceuticals Incorporated (US:VRTX) . Posisi baru AIMZ Investment Advisors, LLC meliputi: Ubiquiti Inc. (US:UI) , .

AIMZ Investment Advisors, LLC - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.03 14.38 4.8151 0.9722
0.03 19.34 6.4749 0.9696
0.01 5.69 1.9035 0.3850
0.01 3.01 1.0066 0.2963
0.06 6.14 2.0551 0.2686
0.00 2.78 0.9307 0.2548
0.04 3.14 1.0501 0.2499
0.05 8.53 2.8567 0.2330
0.02 3.03 1.0151 0.2089
0.02 5.37 1.7963 0.1859
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.09 17.60 5.8921 -0.7946
0.02 9.23 3.0892 -0.4571
0.01 5.17 1.7320 -0.4500
0.03 2.78 0.9301 -0.3330
0.05 2.45 0.8190 -0.3082
0.01 5.18 1.7333 -0.2735
0.01 3.66 1.2265 -0.2114
0.07 7.21 2.4135 -0.1871
0.01 2.52 0.8428 -0.1773
0.02 2.92 0.9760 -0.1726
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-08-12 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
META / Meta Platforms, Inc. 0.03 -4.23 19.34 22.65 6.4749 0.9696
AAPL / Apple Inc. 0.09 -0.51 17.60 -8.11 5.8921 -0.7946
MSFT / Microsoft Corporation 0.03 -1.39 14.38 30.67 4.8151 0.9722
QCOM / QUALCOMM Incorporated 0.06 -0.93 9.25 2.72 3.0983 -0.0473
VRTX / Vertex Pharmaceuticals Incorporated 0.02 -1.07 9.23 -9.16 3.0892 -0.4571
GOOG / Alphabet Inc. 0.05 0.00 8.53 13.55 2.8567 0.2330
GOOGL / Alphabet Inc. 0.04 -1.51 7.47 12.25 2.5004 0.1773
GILD / Gilead Sciences, Inc. 0.07 -2.19 7.21 -3.22 2.4135 -0.1871
NTAP / NetApp, Inc. 0.06 -1.10 6.14 19.95 2.0551 0.2686
CTAS / Cintas Corporation 0.03 -1.88 5.82 6.40 1.9473 0.0387
ADBE / Adobe Inc. 0.01 29.59 5.69 30.72 1.9035 0.3850
INFY / Infosys Limited - Depositary Receipt (Common Stock) 0.31 -0.65 5.66 0.87 1.8947 -0.0641
IBM / International Business Machines Corporation 0.02 -1.88 5.37 16.33 1.7963 0.1859
CHKP / Check Point Software Technologies Ltd. 0.02 -0.49 5.18 -3.41 1.7351 -0.1380
BRK.B / Berkshire Hathaway Inc. 0.01 -1.25 5.18 -9.93 1.7333 -0.2735
REGN / Regeneron Pharmaceuticals, Inc. 0.01 0.00 5.17 -17.22 1.7320 -0.4500
CSCO / Cisco Systems, Inc. 0.07 -1.12 4.87 11.17 1.6292 0.1009
TROW / T. Rowe Price Group, Inc. 0.05 -1.16 4.74 3.81 1.5878 -0.0071
INCY / Incyte Corporation 0.07 -0.98 4.65 11.36 1.5560 0.0990
WMT / Walmart Inc. 0.05 -3.60 4.63 7.37 1.5503 0.0445
EXPD / Expeditors International of Washington, Inc. 0.04 -0.89 4.40 -5.84 1.4737 -0.1584
CHRW / C.H. Robinson Worldwide, Inc. 0.04 -0.58 4.06 -6.84 1.3587 -0.1623
PYPL / PayPal Holdings, Inc. 0.05 -1.51 4.01 12.16 1.3431 0.0945
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock) 0.06 -0.46 4.01 -5.36 1.3413 -0.1367
EPAM / EPAM Systems, Inc. 0.02 -0.53 3.95 4.17 1.3219 -0.0015
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock) 0.22 -0.62 3.76 8.38 1.2600 0.0475
AMGN / Amgen Inc. 0.01 -0.75 3.66 -11.05 1.2265 -0.2114
SYK / Stryker Corporation 0.01 -0.09 3.61 6.20 1.2095 0.0217
GMAB / Genmab A/S - Depositary Receipt (Common Stock) 0.17 -1.13 3.43 4.32 1.1474 0.0004
URBN / Urban Outfitters, Inc. 0.04 -1.14 3.14 36.88 1.0501 0.2499
CI / The Cigna Group 0.01 -1.09 3.10 -0.61 1.0387 -0.0511
NVDA / NVIDIA Corporation 0.02 -9.92 3.03 31.31 1.0151 0.2089
ORCL / Oracle Corporation 0.01 -5.50 3.01 47.79 1.0066 0.2963
ABBV / AbbVie Inc. 0.02 0.03 2.92 -11.37 0.9760 -0.1726
NFLX / Netflix, Inc. 0.00 0.00 2.78 43.67 0.9307 0.2548
GLOB / Globant S.A. 0.03 -0.49 2.78 -23.20 0.9301 -0.3330
LOW / Lowe's Companies, Inc. 0.01 0.02 2.60 -4.86 0.8709 -0.0837
UNH / UnitedHealth Group Incorporated 0.01 44.66 2.52 -13.83 0.8428 -0.1773
BMY / Bristol-Myers Squibb Company 0.05 -0.16 2.45 -24.23 0.8190 -0.3082
DLB / Dolby Laboratories, Inc. 0.03 0.01 2.38 -7.53 0.7973 -0.1018
GSK / GSK plc - Depositary Receipt (Common Stock) 0.06 -0.63 2.38 -1.49 0.7954 -0.0467
ADI / Analog Devices, Inc. 0.01 -4.82 2.35 12.36 0.7852 0.0563
EEFT / Euronet Worldwide, Inc. 0.02 0.00 2.32 -5.12 0.7756 -0.0769
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.01 -7.37 2.30 -5.09 0.7684 -0.0760
ABT / Abbott Laboratories 0.02 -0.59 2.26 1.94 0.7552 -0.0175
JNJ / Johnson & Johnson 0.01 -0.22 2.22 -8.12 0.7431 -0.1001
ITW / Illinois Tool Works Inc. 0.01 -0.53 2.21 -0.85 0.7387 -0.0382
MRK / Merck & Co., Inc. 0.03 -2.10 2.08 -13.67 0.6979 -0.1451
TDY / Teledyne Technologies Incorporated 0.00 -0.10 2.06 2.84 0.6907 -0.0098
EMR / Emerson Electric Co. 0.01 -0.45 1.93 21.07 0.6467 0.0896
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.01 -6.32 1.91 -3.19 0.6400 -0.0492
BEN / Franklin Resources, Inc. 0.08 -0.14 1.91 23.74 0.6388 0.1004
KO / The Coca-Cola Company 0.02 -0.25 1.74 -1.47 0.5821 -0.0340
PEP / PepsiCo, Inc. 0.01 -0.25 1.72 -12.14 0.5746 -0.1076
SBUX / Starbucks Corporation 0.02 -2.59 1.72 -9.02 0.5742 -0.0839
VTV / Vanguard Index Funds - Vanguard Value ETF 0.01 -7.99 1.70 -5.88 0.5687 -0.0613
DOX / Amdocs Limited 0.02 -0.26 1.66 -0.54 0.5541 -0.0269
PRLB / Proto Labs, Inc. 0.04 -3.02 1.64 10.83 0.5483 0.0323
HD / The Home Depot, Inc. 0.00 -2.20 1.63 -2.16 0.5462 -0.0360
NVS / Novartis AG - Depositary Receipt (Common Stock) 0.01 -0.18 1.61 8.33 0.5400 0.0203
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.01 -9.28 1.58 -4.29 0.5305 -0.0475
SPGI / S&P Global Inc. 0.00 -1.96 1.58 1.74 0.5289 -0.0132
MDT / Medtronic plc 0.02 -0.17 1.54 -3.14 0.5171 -0.0397
XOM / Exxon Mobil Corporation 0.01 -0.23 1.40 -9.55 0.4692 -0.0719
VHT / Vanguard World Fund - Vanguard Health Care ETF 0.01 -9.72 1.29 -15.31 0.4317 -0.0999
AMZN / Amazon.com, Inc. 0.01 4.75 1.28 20.81 0.4278 0.0584
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF 0.03 0.00 1.06 4.55 0.3538 0.0011
WFC / Wells Fargo & Company 0.01 0.00 0.92 11.66 0.3077 0.0202
TSLA / Tesla, Inc. 0.00 -0.35 0.91 22.25 0.3054 0.0447
KLAC / KLA Corporation 0.00 0.00 0.90 31.87 0.3020 0.0630
WIT / Wipro Limited - Depositary Receipt (Common Stock) 0.29 0.00 0.89 -1.34 0.2969 -0.0168
JPM / JPMorgan Chase & Co. 0.00 0.00 0.84 18.19 0.2808 0.0330
BAC / Bank of America Corporation 0.02 0.00 0.83 13.32 0.2795 0.0225
PLTR / Palantir Technologies Inc. 0.01 0.00 0.83 61.67 0.2784 0.0986
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.01 0.00 0.75 0.27 0.2522 -0.0102
COST / Costco Wholesale Corporation 0.00 -3.31 0.72 1.12 0.2419 -0.0074
MMM / 3M Company 0.00 -1.05 0.71 2.59 0.2392 -0.0040
INTC / Intel Corporation 0.03 -1.68 0.70 -3.06 0.2339 -0.0176
UPS / United Parcel Service, Inc. 0.01 0.00 0.68 -8.22 0.2281 -0.0311
DLTR / Dollar Tree, Inc. 0.01 -0.36 0.68 31.46 0.2270 0.0469
HLN / Haleon plc - Depositary Receipt (Common Stock) 0.06 -2.56 0.67 -1.76 0.2241 -0.0139
EBAY / eBay Inc. 0.01 0.02 0.67 9.92 0.2228 0.0115
MRVL / Marvell Technology, Inc. 0.01 0.00 0.61 25.87 0.2053 0.0350
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.01 -4.23 0.60 6.23 0.1999 0.0035
SPY / SPDR S&P 500 ETF 0.00 -3.75 0.57 6.33 0.1913 0.0036
HIPO / Hippo Holdings Inc. 0.02 0.00 0.56 9.30 0.1890 0.0086
QQQ / Invesco QQQ Trust, Series 1 0.00 0.10 0.56 17.55 0.1865 0.0212
ISRG / Intuitive Surgical, Inc. 0.00 0.00 0.54 9.59 0.1801 0.0089
ADP / Automatic Data Processing, Inc. 0.00 0.00 0.52 0.97 0.1740 -0.0058
WBA / Walgreens Boots Alliance, Inc. 0.04 -1.19 0.48 1.69 0.1611 -0.0043
MCD / McDonald's Corporation 0.00 -8.44 0.48 -14.41 0.1591 -0.0347
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 -5.70 0.47 11.35 0.1579 0.0102
LLY / Eli Lilly and Company 0.00 0.00 0.46 -5.60 0.1525 -0.0160
V / Visa Inc. 0.00 0.00 0.43 1.18 0.1432 -0.0042
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF 0.01 0.00 0.43 7.56 0.1430 0.0042
CPRI / Capri Holdings Limited 0.02 0.00 0.42 -10.45 0.1409 -0.0229
WAL / Western Alliance Bancorporation 0.01 0.00 0.41 1.73 0.1376 -0.0038
MA / Mastercard Incorporated 0.00 0.00 0.40 2.56 0.1343 -0.0023
PPL / PPL Corporation 0.01 -0.58 0.39 -6.55 0.1290 -0.0152
PFE / Pfizer Inc. 0.02 -0.41 0.38 -4.75 0.1277 -0.0121
AMAT / Applied Materials, Inc. 0.00 0.00 0.38 26.17 0.1260 0.0218
SRE / Sempra 0.00 0.00 0.37 6.29 0.1246 0.0022
SHEL / Shell plc - Depositary Receipt (Common Stock) 0.01 0.00 0.37 -3.89 0.1243 -0.0106
AVGO / Broadcom Inc. 0.00 0.00 0.36 65.12 0.1190 0.0436
T / AT&T Inc. 0.01 -4.14 0.33 -1.77 0.1116 -0.0070
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.01 0.00 0.32 3.96 0.1056 -0.0002
AFL / Aflac Incorporated 0.00 0.00 0.30 -5.40 0.1001 -0.0100
HON / Honeywell International Inc. 0.00 0.00 0.29 10.19 0.0978 0.0051
GE / General Electric Company 0.00 0.00 0.28 28.64 0.0950 0.0180
PG / The Procter & Gamble Company 0.00 -3.11 0.28 -9.45 0.0932 -0.0141
NOC / Northrop Grumman Corporation 0.00 0.00 0.26 -2.58 0.0887 -0.0060
CVX / Chevron Corporation 0.00 0.00 0.26 -14.43 0.0855 -0.0187
COP / ConocoPhillips 0.00 0.00 0.25 -14.58 0.0845 -0.0186
DELL / Dell Technologies Inc. 0.00 0.24 0.0820 0.0820
XCOR / FundX Investment Trust - FundX ETF 0.00 0.00 0.24 11.74 0.0798 0.0054
PNC / The PNC Financial Services Group, Inc. 0.00 0.00 0.23 6.39 0.0780 0.0013
SPR / Spirit AeroSystems Holdings, Inc. 0.01 0.00 0.23 10.48 0.0779 0.0045
DIS / The Walt Disney Company 0.00 0.23 0.0756 0.0756
VZ / Verizon Communications Inc. 0.01 0.00 0.23 -4.66 0.0755 -0.0070
UI / Ubiquiti Inc. 0.00 0.22 0.0724 0.0724
ALL / The Allstate Corporation 0.00 0.00 0.21 -2.76 0.0708 -0.0051
HDV / iShares Trust - iShares Core High Dividend ETF 0.00 0.56 0.21 -2.80 0.0698 -0.0050
TRV / The Travelers Companies, Inc. 0.00 0.00 0.21 1.46 0.0697 -0.0021
MYGN / Myriad Genetics, Inc. 0.04 0.00 0.21 -40.06 0.0697 -0.0517
WRB / W. R. Berkley Corporation 0.00 -17.04 0.21 -14.58 0.0689 -0.0150
GPN / Global Payments Inc. 0.00 0.20 0.0685 0.0685
TXN / Texas Instruments Incorporated 0.00 0.20 0.0678 0.0678
MET / MetLife, Inc. 0.00 0.20 0.0670 0.0670
KSS / Kohl's Corporation 0.01 -0.26 0.13 3.28 0.0425 -0.0004
NOK / Nokia Oyj - Depositary Receipt (Common Stock) 0.02 0.00 0.10 -2.00 0.0331 -0.0020
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF 0.00 -100.00 0.00 0.0000