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CIM INVESTMENT MANAGEMENT INC 13F Holdings
Holdings from the most recent 13F from CIM INVESTMENT MANAGEMENT INC
Filed: 2025-11-18 (Q3 2025) | Holdings: 249 | Value: $368.5M | 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 | 22.53% | $83.0M | +12.55% | +3.93% | |||
| NVDA - NVIDIA Corporation | Reduce 52% $(21.1M) | 5.38% | $19.8M | +18.76% | +1.69% | ||
| IJH - IShares S&P MidCap 400 | Reduce 10% $(1.9M) | 4.54% | $16.7M | +17.38% | +13.73% | ||
| IJR - IShares S&P SmCap 600 | Reduce 4% $(526.2K) | 3.35% | $12.3M | +20.61% | +14.79% | ||
| MSFT - Microsoft Corp | Reduce 51% $(12.6M) | 3.28% | $12.1M | -15.45% | -18.36% | ||
| AAPL - Apple Inc | Reduce 52% $(12.5M) | 3.09% | $11.4M | +10.43% | -1.77% | ||
| IEFA - IShares Core MSCI EAFE ETF | Reduce 14% $(1.3M) | 2.17% | $8.0M | +14.58% | +14.53% | ||
| GOOGL - Alphabet Inc-Cl A | Reduce 51% $(7.7M) | 2.05% | $7.5M | ||||
| AVGO - Broadcom LTD | Reduce 51% $(7.1M) | 1.88% | $6.9M | ||||
| META - Meta Platforms Inc. | Reduce 49% $(6.5M) | 1.86% | $6.8M | +1.04% | +8.69% | ||
| AMZN - Amazon.Com Inc | Reduce 49% $(5.8M) | 1.60% | $5.9M | +20.23% | -8.44% | ||
| EFA - IShares MSCI EAFE Index ETF | Reduce 13% $(639.6K) | 1.21% | $4.4M | +13.92% | +14.27% | ||
| JPM - JPMorgan Chase & Co | Reduce 48% $(4.1M) | 1.20% | $4.4M | ||||
| GOOG - Alphabet Inc-Cl C | Reduce 51% $(4.4M) | 1.17% | $4.3M | ||||
| BRK.B - Berkshire Hathaway Inc-Cl B | Reduce 51% $(4.3M) | 1.14% | $4.2M | -4.79% | -1.34% | ||
| NFLX - Netflix Inc | Reduce 49% $(3.8M) | 1.07% | $3.9M | -24.38% | -31.86% | ||
| MU - Micron Technology Inc | Reduce 51% $(3.9M) | 1.03% | $3.8M | +250.79% | +84.00% | ||
| TSLA - Tesla Motors Inc | Reduce 1% $(25.8K) | 0.85% | $3.1M | +9.56% | +1.36% | ||
| XLU - Utilities Select Sector SPDR | Reduce 1% $(32.1K) | 0.84% | $3.1M | +2.58% | +4.06% | ||
| EQIX - Equinix Inc. | Reduce 51% $(2.9M) | 0.77% | $2.8M | ||||
| LDOS - Leidos Holdings Inc. | Reduce 51% $(2.5M) | 0.67% | $2.5M | -32.03% | -6.39% | ||
| COST - Costco Wholesale Corp | Reduce 51% $(2.5M) | 0.66% | $2.5M | +11.99% | +10.52% | ||
| SBUX - Starbucks | Reduce 1% $(23.3K) | 0.66% | $2.4M | +27.82% | +15.80% | ||
| ORCL - Oracle Systems Corp. | Reduce 1% $(22.8K) | 0.61% | $2.2M | -10.97% | -28.35% | ||
| TTWO - Take-Two Interactive Software | Reduce 1% $(20.4K) | 0.55% | $2.0M | -7.15% | -15.58% | ||
| MCD - McDonalds Corp. | Reduce 51% $(2.0M) | 0.54% | $2.0M | -8.80% | +8.04% | ||
| DLR - Digital Realy Trust Inc | Reduce 51% $(2.0M) | 0.53% | $1.9M | +24.54% | +11.50% | ||
| RTX - Raytheon Technologies Corp. | Reduce 1% $(20.4K) | 0.52% | $1.9M | ||||
| CAT - Caterpillar Inc. | New Purchase | 0.49% | $1.8M | +69.22% | +38.60% | ||
| WM - Waste Mgmt Holding | Reduce 1% $(15.9K) | 0.48% | $1.8M | ||||
| BLK - Blackrock Funding Inc. | New Purchase | 0.47% | $1.7M | ||||
| WMT - Wal-Mart Stores Inc | New Purchase | 0.46% | $1.7M | +26.36% | +23.18% | ||
| GNRC - Generac Holdings Inc. | New Purchase | 0.44% | $1.6M | ||||
| NEM - Newmont Mining Corp | New Purchase | 0.44% | $1.6M | +37.36% | +42.46% | ||
| AKAM - Akamai Technologies | Reduce 51% $(1.6M) | 0.43% | $1.6M | +74.61% | +25.06% | ||
| FCX - Freeport-McMoran Inc | Reduce 1% $(15.6K) | 0.43% | $1.6M | ||||
| AMD - Adv Micro Device | New Purchase | 0.42% | $1.6M | +99.25% | -11.68% | ||
| TMO - Thermo Fisher Scientific Inc | New Purchase | 0.41% | $1.5M | -21.10% | -10.29% | ||
| LLY - Lilly (ELI) Co. | New Purchase | 0.41% | $1.5M | -5.93% | -0.46% | ||
| V - Visa Inc-Class A Shares | New Purchase | 0.41% | $1.5M | ||||
| COIN - Coinbase Global Inc. | New Purchase | 0.41% | $1.5M | ||||
| MA - MasterCard Inc-Class A | New Purchase | 0.39% | $1.5M | -5.44% | -1.35% | ||
| EBAY - Ebay, Inc. | New Purchase | 0.38% | $1.4M | ||||
| UNP - Union Pacific Corp | New Purchase | 0.36% | $1.3M | +20.32% | +19.52% | ||
| TGT - Target Corp. | New Purchase | 0.36% | $1.3M | +38.45% | +35.20% | ||
| LRCX - LAM Research Corp | New Purchase | 0.35% | $1.3M | +102.28% | +62.01% | ||
| ADBE - Adobe Systems | Reduce 1% $(18.7K) | 0.35% | $1.3M | -23.83% | -19.79% | ||
| AFRM - Affirm Holdings Inc. | New Purchase | 0.35% | $1.3M | +0.97% | -21.26% | ||
| JNJ - Johnson & Johnson | New Purchase | 0.35% | $1.3M | +12.01% | +24.24% | ||
| QCOM - Qualcomm Inc | New Purchase | 0.34% | $1.2M | +45.90% | -13.78% | ||