$110 Million is the total value of AIMZ Investment Advisors, LLC's 95 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CI | CIGNA CORPORATION | $1,452,000 | +8.4% | 9,925 | 0.0% | 1.32% | +7.6% | |
| SYK | STRYKER CORP | $1,241,000 | -1.2% | 13,352 | 0.0% | 1.13% | -2.0% | |
| DLTR | DOLLAR TREE INC | $952,000 | +16.0% | 12,323 | 0.0% | 0.87% | +15.1% | |
| ORCL | ORACLE CORP | $726,000 | +1.1% | 19,874 | 0.0% | 0.66% | +0.3% | |
| PPL | PPL CORP | $614,000 | +3.7% | 18,000 | 0.0% | 0.56% | +2.9% | |
| PRF | POWERSHARES ETF TRUSTftse rafi 1000 | $587,000 | +4.8% | 6,760 | 0.0% | 0.54% | +4.1% | |
| IDTI | INTEGRATED DEVICE TECHNOLOGY | $525,000 | +30.0% | 19,918 | 0.0% | 0.48% | +29.1% | |
| YHOO | YAHOO INC | $492,000 | +15.0% | 14,794 | 0.0% | 0.45% | +14.2% | |
| FRT | FEDERAL REALTY INVT TRsh ben int new | $482,000 | +7.1% | 3,300 | 0.0% | 0.44% | +6.3% | |
| MYL | MYLAN N V | $469,000 | +34.4% | 8,675 | 0.0% | 0.43% | +33.3% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $416,000 | -3.3% | 9,075 | 0.0% | 0.38% | -4.1% | |
| BAC | BANK AMER CORP | $384,000 | +7.9% | 22,846 | 0.0% | 0.35% | +7.0% | |
| PYPL | PAYPAL HLDGS INC | $378,000 | +16.7% | 10,438 | 0.0% | 0.34% | +15.8% | |
| BMY | BRISTOL MYERS SQUIBB CO | $367,000 | +16.1% | 5,331 | 0.0% | 0.34% | +15.5% | |
| SBUX | STARBUCKS CORP | $356,000 | +5.6% | 5,928 | 0.0% | 0.32% | +4.8% | |
| EFAV | ISHARES TReafe min vol etf | $331,000 | +4.1% | 5,100 | 0.0% | 0.30% | +3.4% | |
| EBAY | EBAY INC | $287,000 | +12.5% | 10,438 | 0.0% | 0.26% | +12.0% | |
| NFLX | NETFLIX INC | $231,000 | +10.5% | 2,020 | 0.0% | 0.21% | +9.9% | |
| HON | HONEYWELL INTL INC | $228,000 | +9.6% | 2,200 | 0.0% | 0.21% | +8.9% | |
| PRFZ | POWERSHARES ETF TRUSTftse us1500 sm | $222,000 | +2.8% | 2,360 | 0.0% | 0.20% | +2.0% | |
| MET | METLIFE INC | $222,000 | +1.8% | 4,613 | 0.0% | 0.20% | +1.0% | |
| HTBK | HERITAGE COMMERCE CORP | $219,000 | +5.8% | 18,279 | 0.0% | 0.20% | +5.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 36 | Q3 2023 | 7.9% |
| MICROSOFT CORP | 36 | Q3 2023 | 4.9% |
| QUALCOMM INC | 36 | Q3 2023 | 4.4% |
| C H ROBINSON WORLDWIDE INC | 36 | Q3 2023 | 3.9% |
| INFOSYS LTD | 36 | Q3 2023 | 3.4% |
| NETAPP INC | 36 | Q3 2023 | 4.1% |
| CISCO SYS INC | 36 | Q3 2023 | 3.1% |
| EXPEDITORS INTL WASH INC | 36 | Q3 2023 | 2.5% |
| INTERNATIONAL BUSINESS MACHS | 36 | Q3 2023 | 3.6% |
| AMGEN INC | 36 | Q3 2023 | 2.9% |
View AIMZ Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-09 |
View AIMZ Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.