AIMZ Investment Advisors, LLC

RIA/Wealth

AIMZ Investment Advisors, LLC is a RIA/Wealth based in Los Altos, CA led by Jonathan Gideon Riley, reporting $504.9M in AUM as of Q3 2025 with 32% Technology concentration.

Managing PartnerJonathan Gideon Riley

Portfolio Value: $318.7M
Positions: 128
Top Holding: AAPL at 6.8%
Last Reported: Q3 2025

Address4984 El Camino Real, Suite 101, Los Altos, CA, 94022, United States

Top Holdings

Largest long holdings in AIMZ Investment Advisors, LLC's portfolio (35.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$21.7M	6.80%	-$172.9K Sold	0.00% 85.1K shares	Q4 2014 Held for 10y 11m
2 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$18.8M	5.90%	-$457.5K Sold	0.00% 25.6K shares	Q4 2014 Held for 10y 11m
3 Microsoft MSFT	Software - Infrastructure Technology	$14.8M	4.65%	-$152.3K Sold	0.00% 28.6K shares	Q4 2014 Held for 10y 11m
4 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$11.1M	3.48%	-$640.8K Sold	0.00% 45.5K shares	Q1 2015 Held for 10y 8m
5 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$10.2M	3.19%	-$145.1K Sold	0.00% 41.8K shares	Q4 2015 Held for 9y 11m
6 Qualcomm QCOM	Semiconductors Technology	$9.5M	2.99%	-$131.8K Sold	0.01% 57.3K shares	Q4 2014 Held for 10y 11m
7 Vertex Pharmaceuticals VRTX	Biotechnology Healthcare	$8.0M	2.50%	-$142.9K Sold	0.01% 20.4K shares	Q1 2021 Held for 4y 8m
8 Gilead Sciences GILD	Drug Manufacturers - General Healthcare	$7.1M	2.23%	-$98.8K Sold	0.01% 64.1K shares	Q2 2015 Held for 10y 5m
9 NetApp NTAP	Computer Hardware Technology	$6.7M	2.10%	-$146.2K Sold	0.03% 56.4K shares	Q4 2014 Held for 10y 11m
10 Incyte INCY	Biotechnology Healthcare	$5.7M	1.78%	-$103.9K Sold	0.03% 67.0K shares	Q3 2021 Held for 4y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in AIMZ Investment Advisors, LLC's latest filing

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Market Value

$318.7M

Prior: $298.7M

Q/Q Change

+6.69%

+$20.0M

Net Flows % of MV

+0.177%

Turnover Ratio

1.51%

New Purchases

1 stocks

$211.8K

Added To

18 stocks

+$4.9M

Sold Out Of

3 stocks

$892.2K

Reduced Holdings

55 stocks

-$3.6M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Small-Cap Value VBR	New	0 → 1.0K +$211.8K
2 Vanguard Growth VUG	+102.42%	1.1K → 2.2K +$528.6K
3 UnitedHealth Group UNH	+89.81%	8.1K → 15.3K +$2.5M
4 Vanguard Health Care VHT	+32.18%	5.2K → 6.9K +$433.8K
5 Vanguard Dividend Appreciation VIG	+27.18%	7.7K → 9.8K +$454.0K

Decreased Positions

Position	Shares Δ	Change
1 Walgreens Boots Alliance WBA	Sold	41.9K → 0 −$481.2K
2 iShares Core High Dividend HDV	Sold	1.8K → 0 −$208.5K
3 Texas Instruments TXN	Sold	975.0 → 0 −$202.4K
4 Vanguard FTSE All-World Ex-US ETF VEU	-12.15%	8.9K → 7.8K −$77.0K
5 Mastercard MA	-8.4%	714.0 → 654.0 −$34.1K