AIMZ Investment Advisors, LLC recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 109 stocks valued at a total of $209.00Mil. The top holdings were AAPL(6.52%), MSFT(4.33%), and QCOM(3.26%).
According to GuruFocus data, these were AIMZ Investment Advisors, LLC’s top five trades of the quarter.
Meta Platforms Inc
During the quarter, AIMZ Investment Advisors, LLC bought 16,909 shares of NAS:META for a total holding of 33,124. The trade had a 1.55% impact on the equity portfolio. During the quarter, the stock traded for an average price of $250.52.
On 08/02/2022, Meta Platforms Inc traded for a price of $159.6532 per share and a market cap of $431.43Bil. The stock has returned -54.39% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Meta Platforms Inc has a price-earnings ratio of 13.39, a price-book ratio of 3.46, a price-earnings-to-growth (PEG) ratio of 0.50, a EV-to-Ebitda ratio of 8.53 and a price-sales ratio of 3.77.
The price-to-GF Value ratio is 0.42, earning the stock a GF Value rank of 4.
Apple Inc
AIMZ Investment Advisors, LLC reduced their investment in NAS:AAPL by 3,012 shares. The trade had a 0.21% impact on the equity portfolio. During the quarter, the stock traded for an average price of $168.23.
On 08/02/2022, Apple Inc traded for a price of $160.56 per share and a market cap of $2,606.68Bil. The stock has returned 12.07% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Apple Inc has a price-earnings ratio of 26.78, a price-book ratio of 44.92, a price-earnings-to-growth (PEG) ratio of 1.89, a EV-to-Ebitda ratio of 20.33 and a price-sales ratio of 6.89.
The price-to-GF Value ratio is 0.97, earning the stock a GF Value rank of 6.
Intel Corp
During the quarter, AIMZ Investment Advisors, LLC bought 10,409 shares of NAS:INTC for a total holding of 37,355. The trade had a 0.21% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.59.
On 08/02/2022, Intel Corp traded for a price of $36.105 per share and a market cap of $149.46Bil. The stock has returned -29.53% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Intel Corp has a price-earnings ratio of 7.80, a price-book ratio of 1.48, a price-earnings-to-growth (PEG) ratio of 0.57, a EV-to-Ebitda ratio of 4.66 and a price-sales ratio of 2.03.
The price-to-GF Value ratio is 0.70, earning the stock a GF Value rank of 8.
Microsoft Corp
AIMZ Investment Advisors, LLC reduced their investment in NAS:MSFT by 1,039 shares. The trade had a 0.14% impact on the equity portfolio. During the quarter, the stock traded for an average price of $300.8.
On 08/02/2022, Microsoft Corp traded for a price of $273.82 per share and a market cap of $2,066.89Bil. The stock has returned -1.85% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Microsoft Corp has a price-earnings ratio of 28.75, a price-book ratio of 12.42, a price-earnings-to-growth (PEG) ratio of 1.40, a EV-to-Ebitda ratio of 20.17 and a price-sales ratio of 10.54.
The price-to-GF Value ratio is 0.91, earning the stock a GF Value rank of 7.
Marvell Technology Inc
AIMZ Investment Advisors, LLC reduced their investment in NAS:MRVL by 3,695 shares. The trade had a 0.13% impact on the equity portfolio. During the quarter, the stock traded for an average price of $72.14.
On 08/02/2022, Marvell Technology Inc traded for a price of $55.5 per share and a market cap of $48.10Bil. The stock has returned -6.17% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, Marvell Technology Inc has a price-book ratio of 3.12, a EV-to-Ebitda ratio of 42.70 and a price-sales ratio of 9.33.
The price-to-GF Value ratio is 0.84, earning the stock a GF Value rank of 9.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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