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CIM INVESTMENT MANAGEMENT INC 13F Holdings
Holdings from the most recent 13F from CIM INVESTMENT MANAGEMENT INC
Filed: 2024-08-15 (Q2 2024) | Holdings: 255 | Value: $324.3M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| IVV - IShares S&P 500 Index | Reduce 8% $(6.2M) | 20.86% | $67.7M | +36.84% | +7.03% | +18.18% | |
| IJH - IShares S&P MidCap 400 | Reduce 2% $(285.3K) | 5.23% | $17.0M | +25.22% | +7.56% | +7.63% | |
| NVDA - NVIDIA Corporation | Add 869% ($12.9M) | 4.42% | $14.3M | +81.14% | +14.94% | +49.31% | |
| IJR - IShares S&P SmCap 600 | 3.63% | $11.8M | +24.49% | +7.72% | +4.03% | ||
| MSFT - Microsoft Corp | Reduce 1% $(128.7K) | 3.49% | $11.3M | -1.92% | -1.15% | +23.66% | |
| AAPL - Apple Inc | Reduce 1% $(139.9K) | 3.34% | $10.8M | +32.64% | +1.94% | +3.59% | |
| IEFA - IShares Core MSCI EAFE ETF | Add 2% ($161.6K) | 2.44% | $7.9M | +36.70% | -2.88% | +19.56% | |
| GOOGL - Alphabet Inc-Cl A | Reduce 1% $(69.8K) | 1.85% | $6.0M | +141.60% | +8.71% | +26.64% | |
| AMZN - Amazon.Com Inc | Add 1% ($45.6K) | 1.66% | $5.4M | +50.15% | +13.93% | +30.76% | |
| META - Meta Platforms Inc. | Add 2% ($70.6K) | 1.38% | $4.5M | +14.02% | +4.33% | +44.76% | |
| EFA - IShares MSCI EAFE Index ETF | Add 2% ($88.8K) | 1.35% | $4.4M | +35.39% | -3.04% | +18.73% | |
| AVGO - Broadcom LTD | Reduce 1% $(40.1K) | 1.10% | $3.6M | +159.32% | +1.06% | +88.02% | |
| BRK.B - Berkshire Hathaway Inc-Cl B | Reduce 1% $(20.7K) | 1.08% | $3.5M | +9.83% | +6.94% | +8.37% | |
| GOOG - Alphabet Inc-Cl C | Reduce 1% $(35.8K) | 1.06% | $3.4M | +136.54% | +8.34% | +25.62% | |
| MU - Micron Technology Inc | Reduce 1% $(16.0K) | 0.95% | $3.1M | +621.97% | -8.62% | +16.19% | |
| TSLA - Tesla Motors Inc | Reduce 1% $(34.4K) | 0.91% | $3.0M | +105.28% | +60.43% | +58.73% | |
| JPM - JPMorgan Chase & Co | Reduce 1% $(18.4K) | 0.84% | $2.7M | +49.40% | +16.46% | +40.81% | |
| XLU - Utilities Select Sector SPDR | Reduce 1% $(14.4K) | 0.77% | $2.5M | +28.09% | +8.48% | +18.29% | |
| COST - Costco Wholesale Corp | Reduce 1% $(20.4K) | 0.73% | $2.4M | +17.57% | +4.94% | +12.20% | |
| ADBE - Adobe Systems | Add 39% ($598.9K) | 0.66% | $2.1M | -56.40% | -9.57% | -35.32% | |
| NFLX - Netflix Inc | Reduce 1% $(12.1K) | 0.66% | $2.1M | +30.95% | +26.53% | +85.99% | |
| EQIX - Equinix Inc. | Add 73% ($893.5K) | 0.65% | $2.1M | +35.92% | +11.23% | -4.88% | |
| FCX - Freeport-McMoran Inc | Reduce 1% $(16.4K) | 0.63% | $2.0M | +56.03% | +0.89% | -2.16% | |
| LDOS - Leidos Holdings Inc. | Reduce 1% $(11.2K) | 0.60% | $1.9M | -11.80% | +7.47% | +21.52% | |
| LLY - Lilly (ELI) Co. | Reduce 1% $(26.3K) | 0.60% | $1.9M | +7.77% | -21.54% | -24.24% | |
| TMO - Thermo Fisher Scientific Inc | Reduce 1% $(13.3K) | 0.56% | $1.8M | -23.23% | -16.65% | -18.72% | |
| WM - Waste Mgmt Holding | Reduce 1% $(13.0K) | 0.54% | $1.8M | +7.73% | +5.70% | +9.70% | |
| DLR - Digital Realy Trust Inc | Reduce 1% $(10.5K) | 0.54% | $1.8M | +37.59% | +23.62% | +13.76% | |
| MCD - McDonalds Corp. | Reduce 1% $(12.0K) | 0.53% | $1.7M | +4.16% | +6.57% | +15.00% | |
| AMD - Adv Micro Device | Reduce 1% $(13.0K) | 0.50% | $1.6M | +207.68% | -4.65% | +20.89% | |
| QCOM - Qualcomm Inc | Reduce 1% $(16.7K) | 0.49% | $1.6M | +26.91% | -4.03% | -5.74% | |
| STZ - Constellation Brands, Inc | Reduce 1% $(9.5K) | 0.47% | $1.5M | -39.20% | -2.26% | -30.55% | |
| ARM - ARM Holdings PLC-Spons ADR | New Purchase | 0.46% | $1.5M | +58.48% | -1.94% | +7.52% | |
| UNH - UnitedHealth Group Inc | Reduce 1% $(16.8K) | 0.44% | $1.4M | -29.02% | +1.86% | -45.89% | |
| SBUX - Starbucks | Reduce 1% $(8.9K) | 0.43% | $1.4M | +18.68% | +8.21% | +1.65% | |
| TGT - Target Corp. | Reduce 1% $(8.4K) | 0.42% | $1.4M | -7.59% | +11.81% | -22.16% | |
| PG - Procter & Gamble Co/The | Reduce 1% $(10.2K) | 0.41% | $1.3M | -10.17% | +2.34% | -4.86% | |
| UNP - Union Pacific Corp | Reduce 1% $(9.7K) | 0.41% | $1.3M | +13.28% | -3.42% | -7.74% | |
| CAT - Caterpillar Inc. | Reduce 1% $(10.7K) | 0.41% | $1.3M | +170.29% | +11.76% | +21.41% | |
| GNRC - Generac Holdings Inc. | Reduce 1% $(7.7K) | 0.40% | $1.3M | +80.81% | +22.03% | +32.89% | |
| TTWO - Take-Two Interactive Software | Reduce 1% $(11.0K) | 0.40% | $1.3M | +54.30% | +24.90% | +58.78% | |
| BLK - Blackrock Inc | Reduce 1% $(7.1K) | 0.37% | $1.2M | +29.93% | +21.09% | +33.09% | |
| MA - MasterCard Inc-Class A | Reduce 1% $(15.0K) | 0.37% | $1.2M | +7.90% | +11.61% | +25.53% | |
| RTX - Raytheon Technologies Corp. | Reduce 1% $(8.8K) | 0.37% | $1.2M | +55.94% | +1.83% | +34.57% | |
| AMT - American Tower Corp | Reduce 1% $(7.6K) | 0.36% | $1.2M | -12.81% | -8.08% | -3.73% | |
| ORCL - Oracle Systems Corp. | New Purchase | 0.36% | $1.2M | +39.10% | +36.08% | +83.99% | |
| LEN - Lennar Corp-A | Reduce 1% $(6.9K) | 0.36% | $1.2M | -43.82% | -1.14% | -15.19% | |
| WMT - Wal-Mart Stores Inc | New Purchase | 0.36% | $1.2M | +82.13% | +15.65% | +39.86% | |
| V - Visa Inc-Class A Shares | Reduce 1% $(13.9K) | 0.34% | $1.1M | +23.94% | +17.20% | +29.34% | |
| LRCX - LAM Research Corp | New Purchase | 0.34% | $1.1M | +237.37% | -18.78% | +14.78% | |
| COIN - Coinbase Global Inc. | Reduce 100% | 0.00% | $0.00 | +48.84% | +63.52% | ||
| XOM - Exxon Mobil Corp | Reduce 100% | 0.00% | $0.00 | +0.80% | +2.80% | ||
| MRK - Merck & Co. Inc. | Reduce 100% | 0.00% | $0.00 | -9.94% | -14.44% | ||
| NUE - Nucor Corporation | Reduce 100% | 0.00% | $0.00 | ||||