$167 Million is the total value of AIMZ Investment Advisors, LLC's 100 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CTAS | CINTAS CORP | $2,808,000 | +25.0% | 8,437 | 0.0% | 1.68% | +15.4% | |
| SYK | STRYKER CORPORATION | $2,246,000 | +15.7% | 10,779 | 0.0% | 1.34% | +6.7% | |
| CI | CIGNA CORP NEW | $1,915,000 | -9.8% | 11,306 | 0.0% | 1.15% | -16.7% | |
| ORCL | ORACLE CORP | $1,054,000 | +8.0% | 17,659 | 0.0% | 0.63% | -0.3% | |
| NFLX | NETFLIX INC | $840,000 | +9.9% | 1,680 | 0.0% | 0.50% | +1.4% | |
| GOOGL | ALPHABET INCcap stk cl a | $788,000 | +3.3% | 538 | 0.0% | 0.47% | -4.6% | |
| DLTR | DOLLAR TREE INC | $777,000 | -1.5% | 8,508 | 0.0% | 0.46% | -9.2% | |
| MCD | MCDONALDS CORP | $653,000 | +18.9% | 2,977 | 0.0% | 0.39% | +9.8% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $569,000 | +5.0% | 5,000 | 0.0% | 0.34% | -3.1% | |
| MYGN | MYRIAD GENETICS INC | $557,000 | +15.1% | 42,685 | 0.0% | 0.33% | +6.1% | |
| T | AT&T INC | $535,000 | -5.6% | 18,757 | 0.0% | 0.32% | -13.0% | |
| BAC | BK OF AMERICA CORP | $513,000 | +1.4% | 21,314 | 0.0% | 0.31% | -6.4% | |
| SBUX | STARBUCKS CORP | $450,000 | +16.9% | 5,235 | 0.0% | 0.27% | +7.6% | |
| PPL | PPL CORP | $397,000 | +5.3% | 14,600 | 0.0% | 0.24% | -2.9% | |
| GPN | GLOBAL PMTS INC | $377,000 | +4.7% | 2,121 | 0.0% | 0.23% | -3.4% | |
| AMZN | AMAZON COM INC | $375,000 | +14.3% | 119 | 0.0% | 0.22% | +5.6% | |
| WFC | WELLS FARGO CO NEW | $351,000 | -8.4% | 14,943 | 0.0% | 0.21% | -15.3% | |
| MRVL | MARVELL TECHNOLOGY GROUP LTDord | $318,000 | +13.2% | 8,011 | 0.0% | 0.19% | +4.4% | |
| HON | HONEYWELL INTL INC | $305,000 | +13.8% | 1,855 | 0.0% | 0.18% | +5.2% | |
| PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $246,000 | +4.7% | 2,100 | 0.0% | 0.15% | -3.3% | |
| LUV | SOUTHWEST AIRLS CO | $235,000 | +9.8% | 6,260 | 0.0% | 0.14% | +1.4% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $235,000 | -6.4% | 1,685 | 0.0% | 0.14% | -13.5% | |
| JPM | JPMORGAN CHASE & CO | $231,000 | +2.2% | 2,402 | 0.0% | 0.14% | -6.1% | |
| KLAC | KLA CORP | $207,000 | -0.5% | 1,070 | 0.0% | 0.12% | -8.1% | |
| NOK | NOKIA CORPsponsored adr | $95,000 | -10.4% | 24,200 | 0.0% | 0.06% | -17.4% | |
| HTBK | HERITAGE COMM CORP | $71,000 | -11.2% | 10,612 | 0.0% | 0.04% | -17.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-13
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.