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.

Limited to 30 biggest holdings

$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
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