AIMZ Investment Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 8, 2024
Value $
$279M
Signature - Title
Jonathan Riley - PRESIDENT
Location
4984 El Camino Real, Suite 101, Los Altos, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 119 $279M +$7.26M -$5.27M +$1.99M AAPL, META, MSFT, QCOM, REGN 13F-HR 8/7/2024, 07:28 PM
Q1 2024 120 $268M +$13.2M -$6.05M +$7.14M AAPL, META, MSFT, QCOM, REGN 13F-HR 5/10/2024, 02:12 PM
Q4 2023 114 $247M +$3.91M -$4.75M -$837K AAPL, MSFT, META, REGN, VRTX 13F-HR 1/26/2024, 07:13 PM
Q3 2023 112 $225M +$1.71M -$2.31M -$598K AAPL, MSFT, META, REGN, VRTX 13F-HR 11/13/2023, 07:42 PM
Q2 2023 113 $233M +$2.2M -$2.11M +$91.2K AAPL, MSFT, META, VRTX, REGN 13F-HR 8/8/2023, 08:43 PM
Q1 2023 110 $223M +$777K -$3.04M -$2.26M AAPL, MSFT, REGN, QCOM, VRTX 13F-HR 5/15/2023, 06:00 PM
Q4 2022 113 $212M +$3.43M -$3.95M -$516K AAPL, MSFT, REGN, QCOM, VRTX 13F-HR 2/10/2023, 11:33 AM
Q3 2022 106 $198M +$8.52M -$5.87M +$2.66M AAPL, MSFT, REGN, VRTX, QCOM 13F-HR 11/14/2022, 08:57 PM
Q2 2022 109 $209M +$3.88M -$6.59M -$2.71M AAPL, MSFT, QCOM, REGN, VRTX 13F-HR 8/2/2022, 12:23 PM
Q1 2022 116 $243M +$5.45M -$7.98M -$2.53M AAPL, MSFT, INFY, QCOM, REGN 13F-HR 5/6/2022, 02:35 PM
Q4 2021 119 $257M +$13.8M -$941K +$12.9M AAPL, MSFT, QCOM, INFY, REGN 13F-HR 2/9/2022, 01:35 PM
Q3 2021 113 $222M +$11.2M -$7.64M +$3.57M AAPL, MSFT, INFY, QCOM, TROW 13F-HR 11/12/2021, 11:24 AM
Q2 2021 114 $223M +$7.28M -$3.77M +$3.51M AAPL, MSFT, QCOM, TROW, INFY Restatement 8/5/2021, 05:29 PM
Q1 2021 109 $204M +$3.95M -$1.27M +$2.68M AAPL, MSFT, QCOM, INFY, TROW 13F-HR 4/27/2021, 06:46 PM
Q4 2020 108 $191M +$4.12M -$579K +$3.55M AAPL, QCOM, MSFT, INFY, TROW 13F-HR 2/8/2021, 03:20 PM
Q3 2020 100 $167M +$14.2M -$3.17M +$11M AAPL, MSFT, QCOM, REGN, CHRW 13F-HR 11/13/2020, 01:43 PM
Q2 2020 98 $154M +$2.57M -$2.6M -$33K AAPL, MSFT, REGN, QCOM, TROW 13F-HR 8/7/2020, 07:43 PM
Q1 2020 91 $129M +$5.97M -$3.96M +$2.01M AAPL, MSFT, REGN, GILD, QCOM 13F-HR 5/12/2020, 04:17 PM
Q4 2019 99 $155M +$3.29M -$5.83M -$2.54M AAPL, MSFT, QCOM, TROW, NTAP 13F-HR 2/13/2020, 02:03 PM
Q3 2019 98 $145M +$3.69M -$2.89M +$807K AAPL, MSFT, QCOM, TROW, CHRW 13F-HR 11/13/2019, 03:50 PM
Q2 2019 98 $145M +$1.84M -$2.63M -$792K AAPL, MSFT, QCOM, CSCO, NTAP 13F-HR 8/13/2019, 05:57 PM
Q1 2019 99 $146M +$3.06M -$1.02M +$2.04M AAPL, NTAP, MSFT, CSCO, CHRW 13F-HR 5/14/2019, 06:02 PM
Q4 2018 92 $130M +$6.24M -$10.9M -$4.69M AAPL, MSFT, NTAP, CHRW, CSCO 13F-HR 2/13/2019, 07:52 PM
Q3 2018 104 $155M +$6.46M -$2.62M +$3.84M AAPL, NTAP, MSFT, CHRW, QCOM 13F-HR 11/13/2018, 01:24 PM
Q2 2018 99 $141M +$1.75M -$4.37M -$2.62M NTAP, AAPL, TROW, MSFT, CHRW 13F-HR 8/13/2018, 06:55 PM
Q1 2018 100 $138M +$7.75M -$2.37M +$5.38M AAPL, CHRW, NTAP, TROW, MSFT 13F-HR 5/1/2018, 12:53 PM
Q4 2017 100 $133M +$2.45M -$2.04M +$409K AAPL, CHRW, NTAP, TROW, MSFT 13F-HR 2/14/2018, 06:16 PM
Q3 2017 96 $122M +$1.96M -$4.89M -$2.93M AAPL, CHRW, TROW, MSFT, NTAP Restatement 11/1/2017, 01:45 PM
Q2 2017 98 $119M +$2.18M -$2.73M -$554K AAPL, IBM, CHRW, MSFT, NTAP 13F-HR 8/15/2017, 01:13 PM
Q1 2017 99 $119M +$3.48M -$1.94M +$1.54M AAPL, IBM, CHRW, NTAP, MSFT 13F-HR 5/15/2017, 07:56 AM
Q4 2016 94 $112M +$2.56M -$2.19M +$374K IBM, CHRW, QCOM, AAPL, MSFT 13F-HR 2/14/2017, 05:07 PM
Q3 2016 94 $112M +$3.56M -$3.52M +$35.7K IBM, CHRW, QCOM, AAPL, MSFT 13F-HR 11/15/2016, 01:15 PM
Q2 2016 91 $109M +$3.08M -$7.61M -$4.53M CHRW, IBM, QCOM, AMGN, TEVA 13F-HR 8/15/2016, 01:29 PM
Q1 2016 93 $110M $0 $0 CHRW, IBM, AAPL, TEVA, MSFT New Holdings 5/16/2016, 04:27 PM
Q1 2016 128 $115M +$3.9M -$2.52M +$1.38M CHRW, IBM, AAPL, TEVA, MSFT 13F-HR 5/16/2016, 02:29 PM
Q4 2015 95 $110M +$1.67M -$5.13M -$3.46M TEVA, CHRW, IBM, MSFT, AMGN 13F-HR 2/16/2016, 03:04 PM
Q3 2015 92 $109M +$5.13M -$2.9M +$2.23M CHRW, IBM, TEVA, AAPL, INFY 13F-HR 11/16/2015, 12:55 PM
Q2 2015 96 $115M +$4.45M -$606K +$3.84M IBM, AAPL, CHRW, TEVA, BBBYQ 13F-HR 8/14/2015, 01:58 PM
Q1 2015 96 $117M +$4.57M -$1.61M +$2.96M CHRW, IBM, BBBYQ, TEVA, AAPL 13F-HR 5/14/2015, 01:55 PM
Q4 2014 91 $112M $0 $0 CHRW, IBM, BBBYQ, QCOM, TEVA 13F-HR 2/13/2015, 06:08 PM