CIM, LLC Q1 2024 Filing

Filed May 20, 2024

Portfolio Value

$660K

Holdings

153

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (153 positions)

#StockSharesValue% PortfolioType
1
NVONOVO-NORDISK A S
222,285$28K4.24%
2
NVDANVIDIA CORPORATION
31,789$28K4.24%
3
CMGCHIPOTLE MEXICAN GRILL INC
9,050$26K3.94%
4
SNPSSYNOPSYS INC
40,781$23K3.48%
5
ISTBISHARES TR
491,618$23K3.48%
6
PGRPROGRESSIVE CORP
114,093$23K3.48%
7
METAMETA PLATFORMS INC
48,632$23K3.48%
8
GOOGLALPHABET INC
150,351$22K3.33%
9
INTUINTUIT
32,197$20K3.03%
10
BRK/BBERKSHIRE HATHAWAY INC DEL
47,430$19K2.88%
11
TSCOTRACTOR SUPPLY CO
73,240$19K2.88%
12
UNHUNITEDHEALTH GROUP INC
39,514$19K2.88%
13
MAMASTERCARD INCORPORATED
39,190$18K2.73%
14
AMZNAMAZON COM INC
104,766$18K2.73%
15
EWEDWARDS LIFESCIENCES CORP
184,128$17K2.58%
16
MNSTMONSTER BEVERAGE CORP NEW
298,293$17K2.58%
17
TIPISHARES TR
142,469$15K2.27%
18
AAPLAPPLE INC
84,282$14K2.12%
19
COSTCOSTCO WHSL CORP NEW
16,386$12K1.82%
20
NKENIKE INC
136,945$12K1.82%
21
CPRTCOPART INC
221,565$12K1.82%
22
ISRGINTUITIVE SURGICAL INC
32,330$12K1.82%
23
TTCTORO CO
139,910$12K1.82%
24
BKNGBOOKING HOLDINGS INC
3,149$11K1.67%
25
BKLNINVESCO EXCH TRADED FD TR II
460,770$9K1.36%
26
MBBISHARES TR
97,224$8K1.21%
27
PGFINVESCO EXCHANGE TRADED FD T
396,127$6K0.91%
28
PYPLPAYPAL HLDGS INC
96,280$6K0.91%
29
LENLENNAR CORP
30,377$5K0.76%
30
RAVIFLEXSHARES TR
66,848$5K0.76%
31
MINTPIMCO ETF TR
40,875$4K0.61%
32
TMVDIREXION SHS ETF TR
133,760$4K0.61%
33
PDBCINVESCO ACTVELY MNGD ETC FD
337,414$4K0.61%
34
SMCIUSDSUPER MICRO COMPUTER INC
4,333$4K0.61%
35
MSFTMICROSOFT CORP
11,183$4K0.61%
36
ELFE L F BEAUTY INC
18,552$3K0.45%
37
ANETEURARISTA NETWORKS INC
11,012$3K0.45%
38
IVVISHARES TR
7,222$3K0.45%
39
CELHCELSIUS HLDGS INC
42,344$3K0.45%
40
CHDCHURCH & DWIGHT CO INC
32,388$3K0.45%
41
AOSSMITH A O CORP
39,111$3K0.45%
42
DECKDECKERS OUTDOOR CORP
3,459$3K0.45%
43
MEDPMEDPACE HLDGS INC
7,944$3K0.45%
44
USFRWISDOMTREE TR
79,131$3K0.45%
45
KNSLKINSALE CAP GROUP INC
5,795$3K0.45%
46
CMCCOMMERCIAL METALS CO
39,912$2K0.30%
47
ODFLOLD DOMINION FREIGHT LINE IN
11,747$2K0.30%
48
HYGISHARES TR
37,413$2K0.30%
49
CWBSPDR SER TR
40,611$2K0.30%
50
NEENEXTERA ENERGY INC
33,084$2K0.30%
51
SHWSHERWIN WILLIAMS CO
7,164$2K0.30%
52
ASMLASML HOLDING N V
2,339$2K0.30%
53
ACNACCENTURE PLC IRELAND
6,283$2K0.30%
54
STLASTELLANTIS N.V
83,827$2K0.30%
55
MPWRMONOLITHIC PWR SYS INC
3,506$2K0.30%
56
PKGPACKAGING CORP AMER
11,508$2K0.30%
57
XOMEXXON MOBIL CORP
25,606$2K0.30%
58
ELSEQUITY LIFESTYLE PPTYS INC
38,794$2K0.30%
59
TTTPROSHARES TR
32,431$2K0.30%
60
HDHOME DEPOT INC
5,865$2K0.30%
61
XLFSELECT SECTOR SPDR TR
51,656$2K0.30%
62
CITCINTAS CORP
2,149$1K0.15%
63
BROBROWN & BROWN INC
14,708$1K0.15%
64
CDNSCADENCE DESIGN SYSTEM INC
4,115$1K0.15%
65
ACWXISHARES TR
23,307$1K0.15%
66
DUOLDUOLINGO INC
4,651$1K0.15%
67
GNRCGENERAC HLDGS INC
9,361$1K0.15%
68
HSYHERSHEY CO
9,592$1K0.15%
69
ABTABBOTT LABS
15,710$1K0.15%
70
BMIBADGER METER INC
9,911$1K0.15%
71
SPOTSPOTIFY TECHNOLOGY S A
6,258$1K0.15%
72
TPLTEXAS PACIFIC LAND CORPORATI
1,764$1K0.15%
73
ROLROLLINS INC
25,743$1K0.15%
74
UPSUNITED PARCEL SERVICE INC
9,892$1K0.15%
75
GOOGALPHABET INC
7,607$1K0.15%
76
IUSGISHARES TR
12,219$1K0.15%
77
JNJJOHNSON & JOHNSON
11,498$1K0.15%
78
AMEAMETEK INC
6,999$1K0.15%
79
QLYSQUALYS INC
7,458$1K0.15%
80
VEEVVEEVA SYS INC
5,145$1K0.15%
81
HUBSHUBSPOT INC
2,300$1K0.15%
82
TREXTREX CO INC
15,103$1K0.15%
83
FNFABRINET
5,919$1K0.15%
84
SKAASKECHERS U S A INC
18,862$1K0.15%
85
CBOECBOE GLOBAL MKTS INC
5,798$1K0.15%
86
DC4DEXCOM INC
10,146$1K0.15%
87
VRTXVERTEX PHARMACEUTICALS INC
2,905$1K0.15%
88
POOLPOOL CORP
2,774$1K0.15%
89
UNPUNION PAC CORP
8,108$1K0.15%
90
CHECHEMED CORP NEW
2,224$1K0.15%
91
AXONAXON ENTERPRISE INC
5,149$1K0.15%
92
OFLXOMEGA FLEX INC
4,262$00.00%
93
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,101$00.00%
94
SPXCSPX TECHNOLOGIES INC
2,856$00.00%
95
IVEISHARES TR
2,880$00.00%
96
IBMINTERNATIONAL BUSINESS MACHS
1,097$00.00%
97
COCOVITA COCO CO INC
8,590$00.00%
98
VVISA INC
1,352$00.00%
99
CRCCALIFORNIA RES CORP
9,070$00.00%
100
WDFCWD 40 CO
1,061$00.00%
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