Aimz Investment Advisors 13F annual report
Aimz Investment Advisors is an investment fund managing more than $268 billion ran by Jonathan Riley. There are currently 116 companies in Mr. Riley’s portfolio. The largest investments include Apple Inc and Meta Platforms Inc, together worth $30.9 billion.
$268 billion Assets Under Management (AUM)
As of 3rd May 2024, Aimz Investment Advisors’s top holding is 90,949 shares of Apple Inc currently worth over $15.6 billion and making up 5.8% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Aimz Investment Advisors owns more than approximately 0.1% of the company.
In addition, the fund holds 31,494 shares of Meta Platforms Inc worth $15.3 billion, whose value grew 44.6% in the past six months.
The third-largest holding is Microsoft worth $12.8 billion and the next is Qualcomm worth $10.3 billion, with 61,055 shares owned.
Currently, Aimz Investment Advisors's portfolio is worth at least $268 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Aimz Investment Advisors
The Aimz Investment Advisors office and employees reside in Los Altos, California. According to the last 13-F report filed with the SEC, Jonathan Riley serves as the PRESIDENT at Aimz Investment Advisors.
Recent trades
In the most recent 13F filing, Aimz Investment Advisors revealed that it had opened a new position in
Euronet Worldwide Inc and bought 22,925 shares worth $2.52 billion.
This means they effectively own approximately 0.1% of the company.
Euronet Worldwide Inc makes up
15.1%
of the fund's Industrials sector allocation and has grown its share price by 2.2% in the past year.
The investment fund also strengthened its position in Alphabet Inc by buying
49,928 additional shares.
This makes their stake in Alphabet Inc total 97,463 shares worth $14.8 billion.
Alphabet Inc soared 52.1% in the past year.
On the other hand, there are companies that Aimz Investment Advisors is getting rid of from its portfolio.
Aimz Investment Advisors closed its position in NextGen Healthcare Inc on 10th May 2024.
It sold the previously owned 38,755 shares for $728 thousand.
Jonathan Riley also disclosed a decreased stake in Apple Inc by 0.1%.
This leaves the value of the investment at $15.6 billion and 90,949 shares.
One of the smaller hedge funds
The two most similar investment funds to Aimz Investment Advisors are Granger Management and Capital Directions Investment Advisors. They manage $268 billion and $268 billion respectively.
Jonathan Riley investment strategy
Aimz Investment Advisors’s portfolio is diversified across 11 sectors.
Currently, their heaviest sector is Technology — making up 29.7% of
the total portfolio value.
The fund focuses on investments in the United States as
53.4% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
53% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $213 billion.
The complete list of Aimz Investment Advisors trades based on 13F SEC filings
These positions were updated on May 10th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
12.55%
90,949
|
$15,595,984,000 | 5.82% |
| Meta Platforms Inc |
0.37%
31,494
|
$15,292,941,000 | 5.71% |
| Microsoft Corporation |
12.14%
30,356
|
$12,771,365,000 | 4.77% |
| Qualcomm, Inc. |
6.18%
61,055
|
$10,336,587,000 | 3.86% |
| Regeneron Pharmaceuticals, Inc. |
6.18%
10,169
|
$9,787,566,000 | 3.65% |
| Vertex Pharmaceuticals, Inc. |
4.55%
21,816
|
$9,119,306,000 | 3.40% |
| Alphabet Inc |
105.03%
97,463
|
$14,781,790,000 | 5.52% |
| Netapp Inc |
5.93%
61,413
|
$6,446,532,000 | 2.41% |
| Price T Rowe Group Inc |
6.76%
47,566
|
$5,799,202,000 | 2.17% |
| Infosys Ltd |
2.83%
318,458
|
$5,709,959,000 | 2.13% |
| Cintas Corporation |
4.06%
7,447
|
$5,116,312,000 | 1.91% |
| Gilead Sciences, Inc. |
5.26%
68,399
|
$5,010,237,000 | 1.87% |
| Expeditors Intl Wash Inc |
5.47%
39,358
|
$4,784,781,000 | 1.79% |
| Berkshire Hathaway Inc. |
6.02%
11,087
|
$4,662,305,000 | 1.74% |
| Incyte Corp. |
24.93%
70,935
|
$4,041,168,000 | 1.51% |
| Astrazeneca plc |
5.45%
59,214
|
$4,011,723,000 | 1.50% |
| Check Point Software Tech Lt |
4.86%
23,964
|
$3,930,336,000 | 1.47% |
| AMGEN Inc. |
5.19%
13,692
|
$3,892,889,000 | 1.45% |
| PayPal Holdings Inc |
33.98%
56,062
|
$3,755,593,000 | 1.40% |
| International Business Machs |
5.30%
18,982
|
$3,624,713,000 | 1.35% |
| Merck Co Inc |
6.57%
27,443
|
$3,621,071,000 | 1.35% |
| Cisco Sys Inc |
3.37%
72,542
|
$3,620,576,000 | 1.35% |
| Cigna Group (The) |
6.39%
9,965
|
$3,619,237,000 | 1.35% |
| Stryker Corp. |
7.52%
9,672
|
$3,461,366,000 | 1.29% |
| C.H. Robinson Worldwide, Inc. |
4.13%
43,460
|
$3,309,013,000 | 1.24% |
| Teva Pharmaceutical Inds Ltd |
3.19%
232,924
|
$3,286,558,000 | 1.23% |
| Adobe Inc |
3.66%
6,484
|
$3,271,826,000 | 1.22% |
| Walmart Inc |
183.86%
50,519
|
$3,039,723,000 | 1.13% |
| Lowes Cos Inc |
12.21%
11,807
|
$3,007,572,000 | 1.12% |
| Abbvie Inc |
5.95%
16,064
|
$2,925,167,000 | 1.09% |
| Bristol-Myers Squibb Co. |
1.62%
52,620
|
$2,853,567,000 | 1.07% |
| Unitedhealth Group Inc |
6.40%
5,659
|
$2,799,696,000 | 1.05% |
| Dolby Laboratories Inc |
3.25%
32,458
|
$2,718,968,000 | 1.02% |
| GSK Plc |
4.58%
62,932
|
$2,697,908,000 | 1.01% |
| Franklin Resources, Inc. |
5.29%
90,455
|
$2,542,680,000 | 0.95% |
| Euronet Worldwide Inc |
Opened
22,925
|
$2,520,145,000 | 0.94% |
| Illinois Tool Wks Inc |
6.14%
9,216
|
$2,473,046,000 | 0.92% |
| Pepsico Inc |
3.01%
13,081
|
$2,289,306,000 | 0.85% |
| Johnson Johnson |
7.35%
14,050
|
$2,222,586,000 | 0.83% |
| Vanguard Index Fds |
6.46%
24,358
|
$3,868,275,000 | 1.44% |
| Analog Devices Inc. |
2.10%
10,846
|
$2,145,287,000 | 0.80% |
| Oracle Corp. |
5.38%
15,823
|
$1,987,495,000 | 0.74% |
| Urban Outfitters, Inc. |
5.96%
44,956
|
$1,951,990,000 | 0.73% |
| Abbott Labs |
4.43%
17,097
|
$1,943,256,000 | 0.73% |
| Home Depot, Inc. |
13.60%
4,700
|
$1,802,920,000 | 0.67% |
| Teledyne Technologies Inc |
4.30%
4,091
|
$1,756,349,000 | 0.66% |
| Intel Corp. |
0.11%
39,722
|
$1,754,511,000 | 0.66% |
| Vanguard Whitehall Fds |
6.89%
14,320
|
$1,732,577,000 | 0.65% |
| Proto Labs Inc |
1.06%
47,473
|
$1,697,161,000 | 0.63% |
| Amdocs Ltd |
4.43%
18,426
|
$1,665,152,000 | 0.62% |
| Emerson Elec Co |
5.92%
14,570
|
$1,652,520,000 | 0.62% |
| Vanguard Specialized Funds |
8.70%
8,798
|
$1,606,582,000 | 0.60% |
| Medtronic Plc |
0.96%
18,328
|
$1,597,259,000 | 0.60% |
| Coca-Cola Co |
6.61%
25,569
|
$1,564,290,000 | 0.58% |
| Exxon Mobil Corp. |
4.47%
12,936
|
$1,503,732,000 | 0.56% |
| Vanguard World Fd |
15.89%
5,215
|
$1,410,857,000 | 0.53% |
| Sp Global Inc |
Opened
3,122
|
$1,328,143,000 | 0.50% |
| Novartis AG |
3.52%
13,478
|
$1,303,710,000 | 0.49% |
| Walgreens Boots Alliance Inc |
20.73%
59,049
|
$1,280,774,000 | 0.48% |
| Netflix Inc. |
4.41%
1,843
|
$1,119,309,000 | 0.42% |
| Capri Holdings Limited |
8.79%
24,385
|
$1,104,641,000 | 0.41% |
| United Parcel Service, Inc. |
7.85%
6,750
|
$1,003,253,000 | 0.37% |
| Invesco Exchange Traded Fd T |
400.00%
35,500
|
$1,374,190,000 | 0.51% |
| Amazon.com Inc. |
No change
5,280
|
$952,406,000 | 0.36% |
| Dollar Tree Inc |
14.49%
6,920
|
$921,398,000 | 0.34% |
| NVIDIA Corp |
Opened
960
|
$867,860,000 | 0.32% |
| Wipro Ltd. |
0.56%
148,572
|
$854,289,000 | 0.32% |
| Myriad Genetics, Inc. |
5.04%
39,585
|
$843,952,000 | 0.32% |
| Bank America Corp |
7.84%
19,089
|
$723,855,000 | 0.27% |
| Haleon Plc |
6.84%
84,775
|
$719,741,000 | 0.27% |
| Wells Fargo Co New |
8.12%
12,330
|
$714,647,000 | 0.27% |
| KLA Corp. |
No change
1,007
|
$703,460,000 | 0.26% |
| Vanguard Intl Equity Index F |
0.33%
11,694
|
$685,831,000 | 0.26% |
| Ishares Tr |
No change
8,024
|
$670,646,000 | 0.25% |
| Marvell Technology Inc |
10.13%
8,867
|
$628,493,000 | 0.23% |
| Tesla Inc |
28.37%
3,467
|
$609,464,000 | 0.23% |
| Kohls Corp |
7.79%
19,137
|
$557,841,000 | 0.21% |
| Mcdonalds Corp |
13.18%
1,977
|
$557,415,000 | 0.21% |
| Costco Whsl Corp New |
No change
740
|
$542,146,000 | 0.20% |
| Jpmorgan Chase Co |
1.89%
2,589
|
$518,577,000 | 0.19% |
| Starbucks Corp. |
0.85%
5,611
|
$512,809,000 | 0.19% |
| 3M Co. |
15.05%
4,798
|
$508,887,000 | 0.19% |
| EBay Inc. |
9.07%
8,929
|
$471,299,000 | 0.18% |
| Pfizer Inc. |
5.10%
16,233
|
$450,455,000 | 0.17% |
| Applied Matls Inc |
16.10%
2,085
|
$429,990,000 | 0.16% |
| Automatic Data Processing In |
No change
1,685
|
$420,812,000 | 0.16% |
| Spdr Sp 500 Etf Tr |
2.03%
772
|
$403,623,000 | 0.15% |
| Intuitive Surgical Inc |
No change
990
|
$395,099,000 | 0.15% |
| Eli Lilly Co |
Opened
503
|
$391,314,000 | 0.15% |
| Shell Plc |
9.56%
5,675
|
$380,452,000 | 0.14% |
| Hippo Hldgs Inc |
100.00%
20,210
|
$369,237,000 | 0.14% |
| Sempra |
100.00%
4,910
|
$352,685,000 | 0.13% |
| Mastercard Incorporated |
No change
714
|
$343,838,000 | 0.13% |
| Western Alliance Bancorp |
No change
5,319
|
$341,427,000 | 0.13% |
| PPL Corp |
17.31%
11,633
|
$320,256,000 | 0.12% |
| Conocophillips |
2.98%
2,438
|
$310,309,000 | 0.12% |
| Visa Inc |
No change
1,094
|
$305,440,000 | 0.11% |
| Vanguard Index Fds |
Opened
843
|
$290,104,000 | 0.11% |
| Schwab Strategic Tr |
No change
3,800
|
$288,724,000 | 0.11% |
| Att Inc |
5.67%
15,798
|
$278,045,000 | 0.10% |
| Global Pmts Inc |
No change
2,078
|
$277,745,000 | 0.10% |
| Aflac Inc. |
No change
3,005
|
$258,009,000 | 0.10% |
| Honeywell International Inc |
4.92%
1,255
|
$257,589,000 | 0.10% |
| Northrop Grumman Corp. |
No change
530
|
$253,690,000 | 0.09% |
| Dell Technologies Inc |
Opened
2,190
|
$249,844,000 | 0.09% |
| Chevron Corp. |
10.92%
1,566
|
$247,090,000 | 0.09% |
| Disney Walt Co |
Opened
1,917
|
$234,564,000 | 0.09% |
| Spirit Aerosystems Holdings Inc |
30.68%
6,100
|
$220,027,000 | 0.08% |
| Verizon Communications Inc |
23.78%
5,025
|
$210,834,000 | 0.08% |
| Elevance Health Inc |
20.63%
404
|
$209,490,000 | 0.08% |
| Procter And Gamble Co |
Opened
1,266
|
$205,409,000 | 0.08% |
| General Electric Co |
Opened
1,170
|
$205,370,000 | 0.08% |
| Pnc Finl Svcs Group Inc |
10.84%
1,250
|
$202,000,000 | 0.08% |
| Fundx Invt Tr |
Opened
3,259
|
$200,326,000 | 0.07% |
| Nokia Corp |
10.78%
20,700
|
$73,278,000 | 0.03% |
| NextGen Healthcare Inc |
Closed
38,755
|
$728,000 | |
| Movella Holdings Inc |
Opened
10,400
|
$649,000 | 0.00% |
| Emergent Biosolutions Inc |
Closed
52,590
|
$621,000 | |
| Allstate Corp (The) |
Closed
1,600
|
$217,000 | |
| Southwest Airls Co |
Closed
6,260
|
$211,000 | |
| No transactions found | |||
| Showing first 500 out of 120 holdings | |||
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