$154 Million is the total value of AIMZ Investment Advisors, LLC's 98 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CHKP | CHECK POINT SOFTWARE TECH LTord | $2,838,000 | +6.9% | 26,415 | 0.0% | 1.84% | -10.8% | |
| CTAS | CINTAS CORP | $2,247,000 | +53.8% | 8,437 | 0.0% | 1.46% | +28.4% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $2,187,000 | -2.4% | 12,254 | 0.0% | 1.42% | -18.4% | |
| PEP | PEPSICO INC | $2,033,000 | +10.1% | 15,369 | 0.0% | 1.32% | -8.0% | |
| HD | HOME DEPOT INC | $1,431,000 | +34.2% | 5,711 | 0.0% | 0.93% | +12.1% | |
| NVS | NOVARTIS AGsponsored adr | $1,248,000 | +5.9% | 14,289 | 0.0% | 0.81% | -11.6% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $898,000 | +19.1% | 8,075 | 0.0% | 0.58% | -0.7% | |
| DLTR | DOLLAR TREE INC | $789,000 | +26.2% | 8,508 | 0.0% | 0.51% | +5.6% | |
| NFLX | NETFLIX INC | $764,000 | +21.1% | 1,680 | 0.0% | 0.50% | +1.2% | |
| GOOGL | ALPHABET INCcap stk cl a | $763,000 | +22.1% | 538 | 0.0% | 0.50% | +2.1% | |
| T | AT&T INC | $567,000 | +3.7% | 18,757 | 0.0% | 0.37% | -13.4% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $542,000 | +17.3% | 5,000 | 0.0% | 0.35% | -1.9% | |
| WIT | WIPRO LTDspon adr 1 sh | $543,000 | +6.7% | 164,163 | 0.0% | 0.35% | -10.9% | |
| BAC | BK OF AMERICA CORP | $506,000 | +11.9% | 21,314 | 0.0% | 0.33% | -6.6% | |
| SBUX | STARBUCKS CORP | $385,000 | +11.9% | 5,235 | 0.0% | 0.25% | -6.4% | |
| PPL | PPL CORP | $377,000 | +4.7% | 14,600 | 0.0% | 0.24% | -12.5% | |
| AMZN | AMAZON COM INC | $328,000 | +41.4% | 119 | 0.0% | 0.21% | +18.3% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $270,000 | +30.4% | 1,090 | 0.0% | 0.18% | +8.7% | |
| COST | COSTCO WHSL CORP NEW | $270,000 | +6.3% | 890 | 0.0% | 0.18% | -11.2% | |
| HON | HONEYWELL INTL INC | $268,000 | +8.1% | 1,855 | 0.0% | 0.17% | -9.8% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $251,000 | +9.1% | 1,685 | 0.0% | 0.16% | -8.9% | |
| JPM | JPMORGAN CHASE & CO | $226,000 | +4.6% | 2,402 | 0.0% | 0.15% | -12.5% | |
| BMYRT | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $81,000 | -5.8% | 22,705 | 0.0% | 0.05% | -20.9% | |
| HTBK | HERITAGE COMMERCE CORP | $80,000 | -1.2% | 10,612 | 0.0% | 0.05% | -17.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-07
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 | 2024-01-29 |
| 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 |
| 13F-HR | 2021-11-12 |
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.