Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
IMS Capital Management (CIK 1343916) reported $216.8M across 147 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: AAPL ($13.8M, 6.37%), IWF ($12.3M, 5.66%), AMZN ($10.3M, 4.77%), NVDA ($10.2M, 4.73%), MSFT ($10.2M, 4.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $13.8M | 6.37% | 54,248 | Trimmed |
| 2 | IWF | ISHARES TR | $12.3M | 5.66% | 26,198 | Trimmed |
| 3 | AMZN | AMAZON COM INC | $10.3M | 4.77% | 47,096 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $10.2M | 4.73% | 54,912 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $10.2M | 4.73% | 19,788 | Trimmed |
| 6 | GOOG | ALPHABET INC | $8.2M | 3.76% | 33,510 | Trimmed |
| 7 | META | META PLATFORMS INC | $6.3M | 2.92% | 8,615 | Trimmed |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.7M | 2.16% | 9,310 | Trimmed |
| 9 | VTI | VANGUARD INDEX FDS | $4.3M | 2.00% | 13,204 | Trimmed |
| 10 | WFC | WELLS FARGO CO NEW | $4.0M | 1.87% | 48,267 | Trimmed |
| 11 | IWP | ISHARES TR | $3.9M | 1.82% | 27,675 | Trimmed |
| 12 | COST | COSTCO WHSL CORP NEW | $3.6M | 1.65% | 3,871 | Trimmed |
| 13 | V | VISA INC | $3.5M | 1.62% | 10,271 | Trimmed |
| 14 | AVGO | BROADCOM INC | $3.5M | 1.60% | 10,495 | Hold |
| 15 | GOOGL | ALPHABET INC | $3.2M | 1.48% | 13,201 | Trimmed |
| 16 | JELD | JELD-WEN HLDG INC | $3.1M | 1.42% | 626,990 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO. | $2.9M | 1.32% | 9,082 | Trimmed |
| 18 | ADP | AUTOMATIC DATA PROCESSING IN | $2.8M | 1.29% | 9,555 | Trimmed |
| 19 | SBUX | STARBUCKS CORP | $2.6M | 1.22% | 31,175 | Added |
| 20 | DVY | ISHARES TR | $2.5M | 1.16% | 17,691 | Trimmed |
| 21 | UNH | UNITEDHEALTH GROUP INC | $2.5M | 1.16% | 7,273 | Added |
| 22 | HD | HOME DEPOT INC | $2.3M | 1.05% | 5,606 | Trimmed |
| 23 | NVR | NVR INC | $2.3M | 1.05% | 284 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON | $2.2M | 1.03% | 12,008 | Trimmed |
| 25 | VZ | VERIZON COMMUNICATIONS INC | $2.2M | 1.02% | 50,363 | Trimmed |
Source: SEC Form 13F filings · as of 2025-09-30