Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

CIM INVESTMENT MANAGEMENT INC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

CIM INVESTMENT MANAGEMENT INC (CIK 1179791) reported $374.8M across 249 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($81.4M, 21.73%), NVDA ($18.5M, 4.93%), IJH ($17.3M, 4.61%), IJR ($13.0M, 3.46%), AAPL ($11.3M, 3.01%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVIShares S&P 500 Index$81.4M21.73%124,650Trimmed
2NVDANVIDIA Corporation$18.5M4.93%105,839Trimmed
3IJHIShares S&P MidCap 400$17.3M4.61%255,904Trimmed
4IJRIShares S&P SmCap 600$13.0M3.46%104,389Trimmed
5AAPLApple Inc$11.3M3.01%44,487Trimmed
6GOOGLAlphabet Inc-Cl A$8.9M2.37%30,921Trimmed
7MSFTMicrosoft Corp$8.6M2.29%23,220Trimmed
8IEFAIShares Core MSCI EAFE ETF$8.3M2.21%91,552Hold
9MUMicron Technology Inc$7.7M2.04%22,671Trimmed
10AVGOBroadcom LTD$6.5M1.72%20,868Trimmed
11AMZNAmazon.Com Inc$5.6M1.48%26,715Trimmed
12METAMeta Platforms Inc.$5.3M1.42%9,269Trimmed
13GOOGAlphabet Inc-Cl C$5.1M1.35%17,611Trimmed
14EFAIShares MSCI EAFE Index ETF$4.6M1.23%47,269Trimmed
15JPMJPMorgan Chase & Co$4.1M1.09%13,921Trimmed
16BRK/BBerkshire Hathaway Inc-Cl B$4.0M1.06%8,324Trimmed
17EQIXEquinix Inc.$3.5M0.93%3,567Trimmed
18XLUUtilities Select Sector SPDR$3.2M0.86%70,539Trimmed
19NFLXNetflix Inc$3.2M0.84%32,773Trimmed
20CATCaterpillar Inc.$2.7M0.71%3,766Trimmed
21COSTCostco Wholesale Corp$2.6M0.70%2,635Trimmed
22TSLATesla Motors Inc$2.6M0.69%6,984Trimmed
23SBUXStarbucks$2.6M0.69%28,678Trimmed
24AKAMAkamai Technologies$2.4M0.64%21,006Trimmed
25FCXFreeport-McMoran Inc$2.3M0.63%39,857Trimmed

Source: SEC Form 13F filings · as of 2026-03-31