CIM, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$764.6M

Holdings

171

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (171 positions)

StockValue
NVDANVIDIA CORPORATION
$46.8M
GOOGLALPHABET INC
$33.3M
ANETARISTA NETWORKS INC
$28.6M
METAMETA PLATFORMS INC
$27.7M
SPOTSPOTIFY TECHNOLOGY S A
$26.5M
ISTBISHARES TR
$26.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$24.6M
PGRPROGRESSIVE CORP
$22.0M
MAMASTERCARD INCORPORATED
$21.7M
AMZNAMAZON COM INC
$21.5M
MNSTMONSTER BEVERAGE CORP NEW
$20.8M
INTUINTUIT
$20.3M
COSTCOSTCO WHSL CORP NEW
$20.3M
AAPLAPPLE INC
$19.5M
SNPSSYNOPSYS INC
$19.1M
TIPISHARES TR
$18.1M
ISRGINTUITIVE SURGICAL INC
$17.9M
CITCINTAS CORP
$17.2M
CMGCHIPOTLE MEXICAN GRILL INC
$16.7M
EMEEMCOR GROUP INC
$15.3M
CPRTCOPART INC
$15.2M
BKNGBOOKING HOLDINGS INC
$12.1M
NVONOVO-NORDISK A S
$12.1M
TSCOTRACTOR SUPPLY CO
$11.4M
BKLNINVESCO EXCH TRADED FD TR II
$10.9M
HOODROBINHOOD MKTS INC
$9.9M
MBBISHARES TR
$9.3M
FIXCOMFORT SYS USA INC
$6.9M
CLSCELESTICA INC
$6.8M
MSFTMICROSOFT CORP
$6.6M
PFFISHARES TR
$6.3M
RAVIFLEXSHARES TR
$5.6M
PDBCINVESCO ACTVELY MNGD ETC FD
$5.4M
TMVDIREXION SHS ETF TR
$5.0M
BILSPDR SERIES TRUST
$4.8M
DOCSDOXIMITY INC
$4.5M
MINTPIMCO ETF TR
$4.4M
USFRWISDOMTREE TR
$4.4M
LRNSTRIDE INC
$3.9M
CWBSPDR SERIES TRUST
$3.9M
IVVISHARES TR
$3.9M
HYGISHARES TR
$3.4M
XOMEXXON MOBIL CORP
$3.2M
APHAMPHENOL CORP NEW
$2.9M
PLTRPALANTIR TECHNOLOGIES INC
$2.8M
MUMICRON TECHNOLOGY INC
$2.8M
BROBROWN & BROWN INC
$2.7M
IBKRINTERACTIVE BROKERS GROUP IN
$2.7M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$2.7M
HDHOME DEPOT INC
$2.7M
JPMJPMORGAN CHASE & CO.
$2.7M
TPLTEXAS PACIFIC LAND CORPORATI
$2.6M
NEENEXTERA ENERGY INC
$2.6M
FASTFASTENAL CO
$2.6M
ASMLASML HOLDING N V
$2.5M
PKGPACKAGING CORP AMER
$2.5M
SHWSHERWIN WILLIAMS CO
$2.4M
SPGSIMON PPTY GROUP INC NEW
$2.4M
HSYHERSHEY CO
$2.4M
TTTPROSHARES TR
$2.3M
UBSUBS GROUP AG
$2.3M
TRVTRAVELERS COMPANIES INC
$2.3M
GQ9SPDR GOLD TR
$2.3M
SHOPSHOPIFY INC
$2.3M
ABTABBOTT LABS
$2.3M
FNFABRINET
$2.2M
MEDPMEDPACE HLDGS INC
$2.2M
CMICUMMINS INC
$2.1M
YOUCLEAR SECURE INC
$2.0M
AXONAXON ENTERPRISE INC
$2.0M
RDDTREDDIT INC
$1.9M
CRWDCROWDSTRIKE HLDGS INC
$1.9M
NFLXNETFLIX INC
$1.8M
GOOGALPHABET INC
$1.8M
CBOECBOE GLOBAL MKTS INC
$1.8M
MPWRMONOLITHIC PWR SYS INC
$1.8M
ACNACCENTURE PLC IRELAND
$1.7M
ACWXISHARES TR
$1.7M
IUSGISHARES TR
$1.7M
GNRCGENERAC HLDGS INC
$1.7M
BMIBADGER METER INC
$1.7M
VEEVVEEVA SYS INC
$1.7M
HLIHOULIHAN LOKEY INC
$1.6M
ROLROLLINS INC
$1.6M
ODDODDITY TECH LTD
$1.6M
EX9EXELIXIS INC
$1.5M
AMEAMETEK INC
$1.4M
TOSTTOAST INC
$1.4M
CMSCMS ENERGY CORP
$1.4M
ACGLARCH CAP GROUP LTD
$1.4M
ADMAADMA BIOLOGICS INC
$1.3M
DUOLDUOLINGO INC
$1.3M
KNSLKINSALE CAP GROUP INC
$1.3M
IOTSAMSARA INC
$1.2M
CWANCLEARWATER ANALYTICS HLDGS I
$1.2M
DECKDECKERS OUTDOOR CORP
$1.1M
ODFLOLD DOMINION FREIGHT LINE IN
$1.1M
DTDYNATRACE INC
$1.1M
FBTCFIDELITY WISE ORIGIN BITCOIN
$1.0M
POOLPOOL CORP
$1.0M
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