CIM, LLC Q1 2025 Filing

Filed June 5, 2025

Portfolio Value

$673.1M

Holdings

159

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (159 positions)

StockValue
PGRPROGRESSIVE CORP
$29K
NVDANVIDIA CORPORATION
$29K
ISTBISHARES TR
$27K
BRK/BBERKSHIRE HATHAWAY INC DEL
$24K
COSTCOSTCO WHSL CORP NEW
$23K
CPRTCOPART INC
$23K
METAMETA PLATFORMS INC
$23K
CMGCHIPOTLE MEXICAN GRILL INC
$21K
MAMASTERCARD INCORPORATED
$21K
GOOGLALPHABET INC
$20K
UNHUNITEDHEALTH GROUP INC
$20K
ISRGINTUITIVE SURGICAL INC
$20K
INTUINTUIT
$20K
AMZNAMAZON COM INC
$19K
MNSTMONSTER BEVERAGE CORP NEW
$18K
TIPISHARES TR
$18K
AAPLAPPLE INC
$17K
SNPSSYNOPSYS INC
$17K
NVONOVO-NORDISK A S
$15K
ANETARISTA NETWORKS INC
$15K
SPOTSPOTIFY TECHNOLOGY S A
$12K
TSCOTRACTOR SUPPLY CO
$11K
BKNGBOOKING HOLDINGS INC
$10K
BKLNINVESCO EXCH TRADED FD TR II
$10K
MBBISHARES TR
$10K
EMEEMCOR GROUP INC
$9K
PYPLPAYPAL HLDGS INC
$6K
PFFISHARES TR
$6K
RAVIFLEXSHARES TR
$5K
PDBCINVESCO ACTVELY MNGD ETC FD
$5K
TMVDIREXION SHS ETF TR
$5K
MSFTMICROSOFT CORP
$5K
MINTPIMCO ETF TR
$4K
BILSPDR SER TR
$4K
USFRWISDOMTREE TR
$4K
TPLTEXAS PACIFIC LAND CORPORATI
$4K
CHDCHURCH & DWIGHT CO INC
$4K
HOODROBINHOOD MKTS INC
$3K
DOCSDOXIMITY INC
$3K
XOMEXXON MOBIL CORP
$3K
CWBSPDR SER TR
$3K
IVVISHARES TR
$3K
BROBROWN & BROWN INC
$3K
HYGISHARES TR
$3K
ELSEQUITY LIFESTYLE PPTYS INC
$3K
LENLENNAR CORP
$3K
SHWSHERWIN WILLIAMS CO
$3K
XLFSELECT SECTOR SPDR TR
$3K
HDHOME DEPOT INC
$3K
NEENEXTERA ENERGY INC
$2K
PKGPACKAGING CORP AMER
$2K
ABTABBOTT LABS
$2K
LRNSTRIDE INC
$2K
TTTPROSHARES TR
$2K
FASTFASTENAL CO
$2K
UNPUNION PAC CORP
$2K
TRVTRAVELERS COMPANIES INC
$2K
ACNACCENTURE PLC IRELAND
$2K
JPMJPMORGAN CHASE & CO.
$2K
CMCCOMMERCIAL METALS CO
$2K
HSYHERSHEY CO
$2K
BMIBADGER METER INC
$2K
ASMLASML HOLDING N V
$2K
AXONAXON ENTERPRISE INC
$2K
CLSCELESTICA INC
$2K
CITCINTAS CORP
$2K
STEPSTEPSTONE GROUP INC
$2K
KNSLKINSALE CAP GROUP INC
$2K
FIXCOMFORT SYS USA INC
$2K
CWANCLEARWATER ANALYTICS HLDGS I
$2K
CMICUMMINS INC
$2K
DUOLDUOLINGO INC
$2K
YOUCLEAR SECURE INC
$2K
PLTRPALANTIR TECHNOLOGIES INC
$1K
ROLROLLINS INC
$1K
IBKRINTERACTIVE BROKERS GROUP IN
$1K
CBOECBOE GLOBAL MKTS INC
$1K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1K
CMSCMS ENERGY CORP
$1K
IUSGISHARES TR
$1K
ACWXISHARES TR
$1K
HTDCORCEPT THERAPEUTICS INC
$1K
DECKDECKERS OUTDOOR CORP
$1K
TOSTTOAST INC
$1K
VEEVVEEVA SYS INC
$1K
AMEAMETEK INC
$1K
CHECHEMED CORP NEW
$1K
MEDPMEDPACE HLDGS INC
$1K
GNRCGENERAC HLDGS INC
$1K
SHOPSHOPIFY INC
$1K
IOTSAMSARA INC
$1K
FNFABRINET
$1K
ODFLOLD DOMINION FREIGHT LINE IN
$1K
GOOGALPHABET INC
$1K
SKAASKECHERS U S A INC
$1K
ACGLARCH CAP GROUP LTD
$1K
QLYSQUALYS INC
$1K
MPWRMONOLITHIC PWR SYS INC
$1K
DTDYNATRACE INC
$984
POOLPOOL CORP
$952
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