CIM INVESTMENT MANAGEMENT INC
CIK: 0001179791SEC EDGAR →
Portfolio Value
$381.9M
Holdings
247
As of
Q4 2025
New Positions
9
Closed Positions
14
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | IShares S&P 500 Index | 126,420 | $86.6M | 22.67% |
| 2 | NVIDIA Corporation | 106,288 | $19.8M | 5.19% |
| 3 | IShares S&P MidCap 400 | 258,229 | $17.0M | 4.46% |
| 4 | IShares S&P SmCap 600 | 104,902 | $12.6M | 3.30% |
| 5 | Apple Inc | 44,688 | $12.1M | 3.18% |
| 6 | Microsoft Corp | 23,321 | $11.3M | 2.95% |
| 7 | Alphabet Inc-Cl A | 31,055 | $9.7M | 2.55% |
| 8 | IShares Core MSCI EAFE ETF | 91,552 | $8.2M | 2.14% |
| 9 | Broadcom LTD | 20,960 | $7.3M | 1.90% |
| 10 | Micron Technology Inc | 22,768 | $6.5M | 1.70% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $143.7M | 37.6% |
| Technology | 44 | $87.1M | 22.8% |
| Communication Services | 14 | $31.3M | 8.2% |
| Industrials | 35 | $25.0M | 6.6% |
| Unknown | 19 | $22.5M | 5.9% |
| Consumer Cyclical | 20 | $22.1M | 5.8% |
| Healthcare | 38 | $21.6M | 5.7% |
| Consumer Defensive | 11 | $9.2M | 2.4% |
| Basic Materials | 13 | $7.8M | 2.0% |
| Energy | 12 | $5.6M | 1.5% |
| Real Estate | 7 | $4.9M | 1.3% |
| Utilities | 2 | $794K | 0.2% |