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CIM INVESTMENT MANAGEMENT INC 13F Holdings
Holdings from the most recent 13F from CIM INVESTMENT MANAGEMENT INC
Filed: 2025-08-22 (Q2 2025) | Holdings: 424 | Value: $524.8M | 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 52% $(83.4M) | 14.71% | $77.2M | +15.82% | +4.15% | ||
| NVDA - NVIDIA Corporation | Add 100% ($16.0M) | 6.11% | $32.0M | +23.06% | +2.36% | ||
| MSFT - Microsoft Corp | Add 102% ($11.0M) | 4.17% | $21.9M | -18.21% | -6.27% | ||
| AAPL - Apple Inc | Add 107% ($11.1M) | 4.08% | $21.4M | +29.60% | +21.95% | ||
| IJH - IShares S&P MidCap 400 | Reduce 51% $(18.3M) | 3.38% | $17.7M | +14.58% | -0.72% | ||
| META - Meta Platforms Inc. | Add 92% ($5.8M) | 2.29% | $12.0M | -20.48% | -18.73% | ||
| IJR - IShares S&P SmCap 600 | Reduce 51% $(12.3M) | 2.25% | $11.8M | +17.49% | -0.46% | ||
| AMZN - Amazon.Com Inc | Add 100% ($5.8M) | 2.22% | $11.6M | +18.32% | -0.47% | ||
| GOOGL - Alphabet Inc-Cl A | Add 100% ($5.7M) | 2.19% | $11.5M | ||||
| AVGO - Broadcom LTD | Add 100% ($5.4M) | 2.05% | $10.8M | ||||
| IEFA - IShares Core MSCI EAFE ETF | Reduce 51% $(9.4M) | 1.70% | $8.9M | +14.17% | -0.16% | ||
| BRK.B - Berkshire Hathaway Inc-Cl B | Add 100% ($4.0M) | 1.52% | $8.0M | -1.93% | +3.84% | ||
| NFLX - Netflix Inc | Add 93% ($3.5M) | 1.38% | $7.2M | -28.89% | -10.98% | ||
| JPM - JPMorgan Chase & Co | Add 96% ($3.5M) | 1.36% | $7.1M | ||||
| GOOG - Alphabet Inc-Cl C | Add 100% ($3.3M) | 1.25% | $6.6M | ||||
| EQIX - Equinix Inc. | Add 100% ($3.2M) | 1.21% | $6.4M | ||||
| COST - Costco Wholesale Corp | Add 100% ($2.5M) | 0.97% | $5.1M | +5.10% | -7.08% | ||
| EFA - IShares MSCI EAFE Index ETF | Reduce 51% $(5.1M) | 0.93% | $4.9M | +13.83% | -0.06% | ||
| MU - Micron Technology Inc | Add 100% ($2.4M) | 0.91% | $4.8M | +576.82% | +90.41% | ||
| DLR - Digital Realy Trust Inc | Add 100% ($2.0M) | 0.76% | $4.0M | +20.34% | -3.92% | ||
| LDOS - Leidos Holdings Inc. | Add 100% ($2.0M) | 0.76% | $4.0M | -29.20% | +3.09% | ||
| MCD - McDonalds Corp. | Add 100% ($1.9M) | 0.73% | $3.8M | -10.95% | -2.26% | ||
| AKAM - Akamai Technologies | Add 100% ($1.9M) | 0.71% | $3.7M | +97.66% | +14.12% | ||
| XLU - Utilities Select Sector SPDR | 0.56% | $2.9M | +7.53% | +4.66% | |||
| SBUX - Starbucks | 0.51% | $2.7M | +21.50% | -4.85% | |||
| TSLA - Tesla Motors Inc | 0.43% | $2.2M | +31.31% | +23.28% | |||
| TTWO - Take-Two Interactive Software | 0.37% | $1.9M | -3.15% | +4.55% | |||
| WM - Waste Mgmt Holding | 0.35% | $1.8M | |||||
| ORCL - Oracle Systems Corp. | New Purchase | 0.34% | $1.8M | -17.69% | -15.47% | ||
| FCX - Freeport-McMoran Inc | 0.33% | $1.8M | |||||
| RTX - Raytheon Technologies Corp. | 0.32% | $1.7M | |||||
| ADBE - Adobe Systems | 0.32% | $1.7M | -32.11% | -12.09% | |||
| AMT - American Tower Corp | Reduce 100% | 0.00% | $0.00 | ||||
| BLK - Blackrock Funding Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| CAT - Caterpillar Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| GNRC - Generac Holdings Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| LLY - Lilly (ELI) Co. | Reduce 100% | 0.00% | $0.00 | ||||
| MA - MasterCard Inc-Class A | Reduce 100% | 0.00% | $0.00 | ||||
| PG - Procter & Gamble Co/The | Reduce 100% | 0.00% | $0.00 | ||||
| TGT - Target Corp. | Reduce 100% | 0.00% | $0.00 | ||||
| TMO - Thermo Fisher Scientific Inc | Reduce 100% | 0.00% | $0.00 | ||||
| UNP - Union Pacific Corp | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UnitedHealth Group Inc | Reduce 100% | 0.00% | $0.00 | ||||
| V - Visa Inc-Class A Shares | Reduce 100% | 0.00% | $0.00 | ||||
| WMT - Wal-Mart Stores Inc | Reduce 100% | 0.00% | $0.00 | ||||
| ACN - Accenture Ltd-Cl A | Reduce 100% | 0.00% | $0.00 | ||||