CIM, LLC Q4 2023 Filing

Filed February 23, 2024

Portfolio Value

$642K

Holdings

151

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (151 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
48,422$38K5.92%
2
NVONOVO-NORDISK A S
227,622$28K4.36%
3
METAMETA PLATFORMS INC
49,733$24K3.74%
4
CMGCHIPOTLE MEXICAN GRILL INC
9,288$24K3.74%
5
SNPSSYNOPSYS INC
40,875$23K3.58%
6
PGRPROGRESSIVE CORP
115,080$22K3.43%
7
ISTBISHARES TR
463,288$21K3.27%
8
BKNGBOOKING HOLDINGS INC
5,608$21K3.27%
9
INTUINTUIT
32,570$21K3.27%
10
GOOGLALPHABET INC
150,361$21K3.27%
11
AAPLAPPLE INC
108,632$20K3.12%
12
BRK/BBERKSHIRE HATHAWAY INC DEL
47,474$19K2.96%
13
AMZNAMAZON COM INC
104,102$18K2.80%
14
TSCOTRACTOR SUPPLY CO
71,270$17K2.65%
15
UNHUNITEDHEALTH GROUP INC
32,661$17K2.65%
16
MAMASTERCARD INCORPORATED
38,059$17K2.65%
17
MNSTMONSTER BEVERAGE CORP NEW
292,400$16K2.49%
18
EWEDWARDS LIFESCIENCES CORP
179,993$15K2.34%
19
NKENIKE INC
135,844$14K2.18%
20
TIPISHARES TR
136,312$14K2.18%
21
ISRGINTUITIVE SURGICAL INC
32,554$12K1.87%
22
TTCTORO CO
138,392$12K1.87%
23
BKLNINVESCO EXCH TRADED FD TR II
442,598$9K1.40%
24
MBBISHARES TR
92,487$8K1.25%
25
PYPLPAYPAL HLDGS INC
87,888$5K0.78%
26
PGFINVESCO EXCHANGE TRADED FD T
377,049$5K0.78%
27
LENLENNAR CORP
30,378$4K0.62%
28
MSFTMICROSOFT CORP
11,139$4K0.62%
29
PDBCINVESCO ACTVELY MNGD ETC FD
319,465$4K0.62%
30
RAVIFLEXSHARES TR
63,117$4K0.62%
31
SMCIUSDSUPER MICRO COMPUTER INC
4,630$4K0.62%
32
TMVDIREXION SHS ETF TR
130,895$4K0.62%
33
CHDCHURCH & DWIGHT CO INC
31,991$3K0.47%
34
MEDPMEDPACE HLDGS INC
7,946$3K0.47%
35
ELFE L F BEAUTY INC
18,649$3K0.47%
36
AOSSMITH A O CORP
39,267$3K0.47%
37
IVVISHARES TR
7,513$3K0.47%
38
MINTPIMCO ETF TR
38,931$3K0.47%
39
USFRWISDOMTREE TR
75,833$3K0.47%
40
DECKDECKERS OUTDOOR CORP
3,458$3K0.47%
41
ACNACCENTURE PLC IRELAND
6,235$2K0.31%
42
UNPUNION PAC CORP
8,115$2K0.31%
43
TTTPROSHARES TR
31,804$2K0.31%
44
ASMLASML HOLDING N V
2,354$2K0.31%
45
SHWSHERWIN WILLIAMS CO
7,110$2K0.31%
46
MPWRMONOLITHIC PWR SYS INC
3,483$2K0.31%
47
CELHCELSIUS HLDGS INC
42,475$2K0.31%
48
XOMEXXON MOBIL CORP
25,687$2K0.31%
49
ANETEURARISTA NETWORKS INC
10,995$2K0.31%
50
COSTCOSTCO WHSL CORP NEW
3,305$2K0.31%
51
CWBSPDR SER TR
38,949$2K0.31%
52
CPRTCOPART INC
47,265$2K0.31%
53
HYGISHARES TR
35,645$2K0.31%
54
PKGPACKAGING CORP AMER
11,564$2K0.31%
55
ELSEQUITY LIFESTYLE PPTYS INC
38,757$2K0.31%
56
XLFSELECT SECTOR SPDR TR
51,840$2K0.31%
57
ODFLOLD DOMINION FREIGHT LINE IN
5,754$2K0.31%
58
KNSLKINSALE CAP GROUP INC
5,774$2K0.31%
59
HDHOME DEPOT INC
5,885$2K0.31%
60
STLASTELLANTIS N.V
84,791$2K0.31%
61
CMCCOMMERCIAL METALS CO
39,351$2K0.31%
62
CITCINTAS CORP
2,055$1K0.16%
63
BROBROWN & BROWN INC
14,835$1K0.16%
64
CDNSCADENCE DESIGN SYSTEM INC
4,051$1K0.16%
65
ACWXISHARES TR
23,307$1K0.16%
66
GNRCGENERAC HLDGS INC
9,366$1K0.16%
67
HSYHERSHEY CO
9,573$1K0.16%
68
ABTABBOTT LABS
15,731$1K0.16%
69
BMIBADGER METER INC
9,932$1K0.16%
70
SPOTSPOTIFY TECHNOLOGY S A
6,294$1K0.16%
71
ROLROLLINS INC
25,870$1K0.16%
72
UPSUNITED PARCEL SERVICE INC
9,799$1K0.16%
73
GOOGALPHABET INC
7,643$1K0.16%
74
IUSGISHARES TR
13,006$1K0.16%
75
JNJJOHNSON & JOHNSON
11,321$1K0.16%
76
AMEAMETEK INC
7,038$1K0.16%
77
QLYSQUALYS INC
7,466$1K0.16%
78
VEEVVEEVA SYS INC
5,171$1K0.16%
79
HUBSHUBSPOT INC
2,313$1K0.16%
80
TREXTREX CO INC
15,200$1K0.16%
81
FNFABRINET
5,947$1K0.16%
82
SKAASKECHERS U S A INC
18,957$1K0.16%
83
NEENEXTERA ENERGY INC
32,396$1K0.16%
84
CBOECBOE GLOBAL MKTS INC
5,822$1K0.16%
85
DC4DEXCOM INC
10,196$1K0.16%
86
DVDOUBLEVERIFY HLDGS INC
27,925$1K0.16%
87
VRTXVERTEX PHARMACEUTICALS INC
2,843$1K0.16%
88
POOLPOOL CORP
2,787$1K0.16%
89
CHECHEMED CORP NEW
2,226$1K0.16%
90
AXONAXON ENTERPRISE INC
5,189$1K0.16%
91
EXPIEXP WORLD HLDGS INC
26,866$00.00%
92
SPXCSPX TECHNOLOGIES INC
2,873$00.00%
93
NNYNUVEEN N Y MUN VALUE FD
14,049$00.00%
94
OFLXOMEGA FLEX INC
4,110$00.00%
95
NVEEUSDNV5 GLOBAL INC
1,887$00.00%
96
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,101$00.00%
97
IBMINTERNATIONAL BUSINESS MACHS
1,217$00.00%
98
CRCCALIFORNIA RES CORP
9,010$00.00%
99
SAIASAIA INC
563$00.00%
100
SPYSPDR S&P 500 ETF TR
1,523$00.00%
Page 1 of 2Next