10,000+ stock pitches from top investors available on joinyellowbrick.com
CIM INVESTMENT MANAGEMENT INC 13F Holdings
Holdings from the most recent 13F from CIM INVESTMENT MANAGEMENT INC
Filed: 2025-06-02 (Q1 2025) | Holdings: 249 | Value: $437.8M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| IVV - IShares S&P 500 Index | Add 100% ($74.3M) | 33.98% | $148.8M | +26.33% | +9.02% | ||
| IJH - IShares S&P MidCap 400 | Add 101% ($17.6M) | 8.00% | $35.0M | +24.53% | +8.21% | ||
| IJR - IShares S&P SmCap 600 | Add 102% ($12.2M) | 5.53% | $24.2M | +32.36% | +11.64% | ||
| IEFA - IShares Core MSCI EAFE ETF | Add 99% ($8.0M) | 3.65% | $16.0M | +21.86% | +4.49% | ||
| NVDA - NVIDIA Corporation | 2.72% | $11.9M | +58.16% | +22.95% | |||
| AAPL - Apple Inc | Reduce 7% $(730.4K) | 2.30% | $10.1M | +45.94% | +18.57% | ||
| MSFT - Microsoft Corp | Reduce 2% $(194.5K) | 2.03% | $8.9M | -10.06% | +9.69% | ||
| EFA - IShares MSCI EAFE Index ETF | Add 99% ($4.4M) | 2.01% | $8.8M | +20.92% | +3.86% | ||
| META - Meta Platforms Inc. | Add 8% ($424.2K) | 1.24% | $5.4M | -10.53% | +9.86% | ||
| AMZN - Amazon.Com Inc | 1.16% | $5.1M | +29.88% | +9.12% | |||
| GOOGL - Alphabet Inc-Cl A | 1.11% | $4.9M | |||||
| BRK.B - Berkshire Hathaway Inc-Cl B | 1.03% | $4.5M | -4.28% | +0.10% | |||
| AVGO - Broadcom LTD | 0.81% | $3.6M | |||||
| JPM - JPMorgan Chase & Co | Add 4% ($133.9K) | 0.77% | $3.4M | ||||
| NFLX - Netflix Inc | Add 7% ($194.9K) | 0.71% | $3.1M | -29.95% | +0.52% | ||
| EQIX - Equinix Inc. | 0.68% | $3.0M | |||||
| SBUX - Starbucks | 0.65% | $2.9M | +26.84% | +3.25% | |||
| XLU - Utilities Select Sector SPDR | 0.65% | $2.8M | +11.64% | +1.49% | |||
| GOOG - Alphabet Inc-Cl C | 0.64% | $2.8M | |||||
| COST - Costco Wholesale Corp | 0.58% | $2.5M | -4.65% | -9.78% | |||
| MCD - McDonalds Corp. | 0.47% | $2.1M | -10.41% | +2.04% | |||
| MU - Micron Technology Inc | 0.46% | $2.0M | +710.57% | +20.82% | |||
| WM - Waste Mgmt Holding | 0.43% | $1.9M | |||||
| TSLA - Tesla Motors Inc | Reduce 50% $(1.8M) | 0.42% | $1.8M | +28.39% | -3.61% | ||
| LDOS - Leidos Holdings Inc. | 0.41% | $1.8M | -8.96% | +25.84% | |||
| AKAM - Akamai Technologies | 0.39% | $1.7M | +101.57% | +2.17% | |||
| LLY - Lilly (ELI) Co. | 0.38% | $1.7M | +30.27% | -0.91% | |||
| TTWO - Take-Two Interactive Software | 0.38% | $1.7M | -2.44% | +5.22% | |||
| DLR - Digital Realy Trust Inc | 0.37% | $1.6M | +16.94% | -5.83% | |||
| TMO - Thermo Fisher Scientific Inc | 0.36% | $1.6M | +14.98% | +22.78% | |||
| V - Visa Inc-Class A Shares | Add 11% ($161.2K) | 0.36% | $1.6M | ||||
| TGT - Target Corp. | 0.36% | $1.6M | +30.99% | -0.15% | |||
| FCX - Freeport-McMoran Inc | 0.35% | $1.5M | |||||
| RTX - Raytheon Technologies Corp. | 0.35% | $1.5M | |||||
| WMT - Wal-Mart Stores Inc | 0.34% | $1.5M | +29.22% | +0.11% | |||
| BLK - Blackrock Funding Inc. | 0.33% | $1.4M | |||||
| ACN - Accenture Ltd-Cl A | New Purchase | 0.33% | $1.4M | ||||
| ADBE - Adobe Systems | 0.33% | $1.4M | -38.99% | -13.62% | |||
| MA - MasterCard Inc-Class A | 0.32% | $1.4M | -13.64% | +2.45% | |||
| UNP - Union Pacific Corp | 0.31% | $1.4M | +23.00% | +2.44% | |||
| PG - Procter & Gamble Co/The | 0.31% | $1.3M | -11.57% | -4.51% | |||
| AMT - American Tower Corp | 0.30% | $1.3M | |||||
| CAT - Caterpillar Inc. | 0.29% | $1.3M | +170.76% | +20.42% | |||
| GNRC - Generac Holdings Inc. | 0.28% | $1.2M | |||||
| UNH - UnitedHealth Group Inc | Reduce 12% $(161.3K) | 0.28% | $1.2M | +30.41% | +2.30% | ||
| QCOM - Qualcomm Inc | Reduce 100% | 0.00% | $0.00 | ||||
| ORCL - Oracle Systems Corp. | Reduce 100% | 0.00% | $0.00 | ||||
| AMD - Adv Micro Device | Reduce 100% | 0.00% | $0.00 | ||||
| NOW - Servicenow Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| COIN - Coinbase Global Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| STZ - Constellation Brands, Inc | Reduce 100% | 0.00% | $0.00 | ||||