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Home > Institutional Investor > Aimz Investment Advisors, Llc > Profile

Instuitional Investor - Aimz Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Aimz Investment Advisors, Llc
Portfolio Value $363,487,660
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 89,665 $25,945,542 7.14%
2.
Alphabet Inc.
 GOOGL 41,959 $14,994,904 4.13%
3.
Meta Platforms Inc.
 META 25,024 $14,095,769 3.88%
4.
Alphabet Inc.
 GOOGL 38,527 $13,612,845 3.75%
5.
Microsoft Corp
 MSFT 27,896 $10,405,922 2.86%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.