$220 Million is the total value of AIMZ Investment Advisors, LLC's 186 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
HCC | New | HCC INS HLDGS INC | $540,000 | – | 9,525 | +100.0% | 0.24% | – |
MSCC | New | MICROSEMI CORP | $524,000 | – | 13,684 | +100.0% | 0.23% | – |
NI | New | NISOURCE INC | $267,000 | – | 6,050 | +100.0% | 0.12% | – |
HPQ | New | HEWLETT PACKARD CO | $265,000 | – | 8,503 | +100.0% | 0.12% | – |
VOO | New | VANGUARD INDEX FDS | $265,000 | – | 1,400 | +100.0% | 0.12% | – |
CB | New | CHUBB LIMITED | $262,000 | – | 2,200 | +100.0% | 0.12% | – |
ACE | New | ACE LTD | $245,000 | – | 2,200 | +100.0% | 0.11% | – |
IWF | New | ISHARES TRrus 1000 grw etf | $245,000 | – | 2,479 | +100.0% | 0.11% | – |
EEMV | New | ISHARESem mk minvol etf | $224,000 | – | 3,790 | +100.0% | 0.10% | – |
GOOG | New | GOOGLE INCcl c | $218,000 | – | 398 | +100.0% | 0.10% | – |
PXF | New | POWERSHARES GLOBAL ETF TRUSTdev mkts ex-us | $215,000 | – | 5,240 | +100.0% | 0.10% | – |
MO | New | ALTRIA GROUP INC | $209,000 | – | 3,331 | +100.0% | 0.09% | – |
COP | New | CONOCOPHILLIPS | $205,000 | – | 3,298 | +100.0% | 0.09% | – |
ANTM | New | ANTHEM INC | $201,000 | – | 1,300 | +100.0% | 0.09% | – |
APOL | New | APOLLO ED GROUP INCcl a | $201,000 | – | 10,650 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
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.