Institutional Fund
Aimz Investment Advisors, LLC
Los Altos, CACIK 16303655 filings on record
Portfolio Value
$323.64M
Q1 2026
Holdings
139
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-7.4%
from $349.63M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc7.1%
- Meta Platforms Inc4.4%
- Alphabet Inc3.8%
- Alphabet Inc3.5%
- Microsoft Corp3.2%
- Vertex Pharmaceuticals Inc2.8%
- Other75.2%
Portfolio Holdings
139 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 90.6K | $23.00M | 7.1% | −1.3K | Reduced |
| 2 | Meta Platforms Inc | 25.0K | $14.32M | 4.4% | −307 | Reduced |
| 3 | Alphabet Inc | 42.3K | $12.15M | 3.8% | −1.3K | Reduced |
| 4 | Alphabet Inc | 39.7K | $11.40M | 3.5% | −3.5K | Reduced |
| 5 | Microsoft Corp | 27.9K | $10.34M | 3.2% | −364 | Reduced |
| 6 | Vertex Pharmaceuticals Inc | 20.0K | $8.91M | 2.8% | −305 | Reduced |
| 7 | Gilead Sciences Inc | 61.3K | $8.55M | 2.6% | −2.5K | Reduced |
| 8 | Regeneron Pharmaceuticals | 9.5K | $7.33M | 2.3% | −158 | Reduced |
| 9 | Qualcomm Inc | 55.9K | $7.20M | 2.2% | −922 | Reduced |
| 10 | C H Robinson Worldwide Inc | 40.5K | $6.72M | 2.1% | −748 | Reduced |
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