CIM INVESTMENT MANAGEMENT INC
Sector Allocation
- Other32.4%$135.2M
- Technology32.0%$133.5M
- Financials8.0%$33.2M
- Industrials6.8%$28.2M
- Healthcare5.4%$22.6M
- Consumer Discretionary5.2%$21.7M
- Consumer Staples2.6%$10.9M
- Real Estate2.2%$9.0M
- Materials2.0%$8.3M
- Energy1.5%$6.1M
AUM History
13fpro.ai/research/fund/cim-investment-management-inc-1179791
Conviction and streaks
Stable · top 10 = 47.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- IShares$85.0M
NVDA
$19.5M- IShares$18.6M
MU
$15.8M- IShares$14.6M
AAPL
$11.8MGOOGL
$10.2M- IShares$8.4M
MSFT
$8.3MAVGO
$7.2MGOOG
$5.7MAMZN
$5.7MAMD
$5.1MMETA
$4.8M- IShares$4.6M
JPM
$4.2MLRCX
$3.8MBRK.B
$3.8MCAT
$3.7MEQIX
$3.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/cim-investment-management-inc-1179791
CIM INVESTMENT MANAGEMENT INC 13F holdings — Q2 2026
$417.2M portfolio (+11.3% QoQ) · 276 holdings · Q2 2026 13F · top 10 are 48% of the stock portfolio
- 1
IShares S&P 500 Index - FND
$85.0M
20.4% of stocks
-9%This quarter—Since filed—HeldAIQuality—Est. buy— $19.5M
4.7% of stocks
-8%This quarter-4.9%Since filed5+ qtrsHeld- 3
IShares S&P MidCap 400 - FND
$18.6M
4.5% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— $15.8M
3.8% of stocks
-39%This quarter-15.2%Since filed5+ qtrsHeld- 5
IShares S&P SmCap 600 - FND
$14.6M
3.5% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— $11.8M
2.8% of stocks
-8%This quarter+4.4%Since filed5+ qtrsHeld$10.2M
2.4% of stocks
-8%This quarter-6.9%Since filed5+ qtrsHeld- 8
IShares Core MSCI EAFE ETF - FND
$8.4M
2.0% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— $8.3M
2.0% of stocks
-4%This quarter+4.6%Since filed5+ qtrsHeld$7.2M
1.7% of stocks
-8%This quarter-7.3%Since filed5+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IShares S&P 500 Index - FND | $85.0M | 20.4% | -9% | — | — | — | — | |
| 2 | $19.5M | 4.7% | -8% | -4.9% | 5+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | IShares S&P MidCap 400 - FND | $18.6M | 4.5% | -6% | — | — | — | — | |
| 4 | $15.8M | 3.8% | -39% | -15.2% | 5+ qtrs | 89.7#1 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | IShares S&P SmCap 600 - FND | $14.6M | 3.5% | -6% | — | — | — | — | |
| 6 | $11.8M | 2.8% | -8% | +4.4% | 5+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $10.2M | 2.4% | -8% | -6.9% | 5+ qtrs | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | IShares Core MSCI EAFE ETF - FND | $8.4M | 2.0% | -5% | — | — | — | — | |
| 9 | $8.3M | 2.0% | -4% | +4.6% | 5+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $7.2M | 1.7% | -8% | -7.3% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — CIM INVESTMENT MANAGEMENT INC (Q2 2026)
276 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $5.7M | 1.4% | 16K | -8% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AMAZON COM INC | Consumer Discretionary | $5.7M | 1.4% | 24K | -11% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ADVANCED MICRO DEVICES INC | Technology | $5.1M | 1.2% | 8,740 | -9% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Meta Platforms, Inc. | Technology | $4.8M | 1.1% | 8,513 | -8% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | IShares MSCI EAFE Index ETF - FNDetf/fund | — | $4.6M | 1.1% | 45K | -5% | — | — | 13F |
| 16 | JPMORGAN CHASE & CO | Financials | $4.2M | 1.0% | 13K | -8% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | LAM RESEARCH CORP | Technology | $3.8M | 0.9% | 8,884 | -8% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | BERKSHIRE HATHAWAY INC | Financials | $3.8M | 0.9% | 7,582 | -9% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | CATERPILLAR INC | Industrials | $3.7M | 0.9% | 3,437 | -9% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | EQUINIX INC | Real Estate | $3.4M | 0.8% | 3,261 | -9% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | VISA INC. | Financials | $3.2M | 0.8% | 9,235 | +109% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | Utilities Select Sector SPDR - COMetf/fund | — | $2.9M | 0.7% | 64K | -9% | — | — | 13F |
| 23 | ARM HOLDINGS PLC /UKadr | Technology | $2.8M | 0.7% | 7,852 | -9% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Tesla, Inc. | Consumer Discretionary | $2.7M | 0.7% | 6,413 | -8% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | STARBUCKS CORP | Consumer Discretionary | $2.7M | 0.6% | 26K | -9% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $GNRC | GENERAC HOLDINGS INC. | Technology | $2.6M | 0.6% | 8,709 | -9% | |||
| 27 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.5M | 0.6% | 3,412 | -8% | |||
| 28 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.4M | 0.6% | 43K | +262% | |||
| 29 | $FCX | FREEPORT-MCMORAN INC | Materials | $2.3M | 0.6% | 36K | -9% | |||
| 30 | $AKAM | AKAMAI TECHNOLOGIES INC | Industrials | $2.3M | 0.5% | 19K | -9% | |||
| 31 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.3M | 0.5% | 2,409 | -9% | |||
| 32 | $LLY | ELI LILLY & Co | Healthcare | $2.2M | 0.5% | 1,827 | -8% | |||
| 33 | $INTC | INTEL CORP | Technology | $2.2M | 0.5% | 15K | -20% | |||
| 34 | $NFLX | NETFLIX INC | Communication Services | $2.1M | 0.5% | 30K | -8% | |||
| 35 | $RTX | RTX Corp | Industrials | $2.0M | 0.5% | 10K | -9% | |||
| 36 | $STRL | STERLING INFRASTRUCTURE, INC. | Industrials | $1.8M | 0.4% | 2,176 | +13% | |||
| 37 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $1.8M | 0.4% | 10K | -9% | |||
| 38 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $1.8M | 0.4% | 7,180 | -9% | |||
| 39 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.8M | 0.4% | 1,761 | New | |||
| 40 | $TGT | TARGET CORP | Consumer Staples | $1.7M | 0.4% | 13K | -9% | |||
| 41 | $WMT | Walmart Inc. | Consumer Staples | $1.7M | 0.4% | 15K | -9% | |||
| 42 | $CMI | CUMMINS INC | Industrials | $1.7M | 0.4% | 2,333 | -8% | |||
| 43 | $NEM | NEWMONT Corp /DE/ | Materials | $1.6M | 0.4% | 17K | -9% | |||
| 44 | $WM | WASTE MANAGEMENT INC | Utilities | $1.6M | 0.4% | 7,232 | -9% | |||
| 45 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.6M | 0.4% | 14K | -9% | |||
| 46 | $PANW | Palo Alto Networks Inc | Technology | $1.6M | 0.4% | 4,695 | -8% | |||
| 47 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.6M | 0.4% | 5,918 | -9% | |||
| 48 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.6M | 0.4% | 6,239 | -9% | |||
| 49 | $EBAY | EBAY INC | Consumer Discretionary | $1.5M | 0.4% | 14K | -9% | |||
| 50 | $MS | MORGAN STANLEY | Financials | $1.5M | 0.3% | 6,963 | -9% | |||
| 51 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.4M | 0.3% | 2,854 | -9% | |||
| 52 | $UNP | UNION PACIFIC CORP | Industrials | $1.4M | 0.3% | 5,131 | -9% | |||
| 53 | $AFRM | Affirm Holdings, Inc. | Financials | $1.3M | 0.3% | 16K | -9% | |||
| 54 | $BLK | BlackRock, Inc. | Financials | $1.3M | 0.3% | 1,357 | -9% | |||
| 55 | $QCOM | QUALCOMM INC/DE | Technology | $1.3M | 0.3% | 6,827 | -8% | |||
| 56 | $NUE | NUCOR CORP | Materials | $1.3M | 0.3% | 5,660 | -9% | |||
| 57 | $DE | DEERE & CO | Industrials | $1.2M | 0.3% | 1,933 | -9% | |||
| 58 | $LDOS | Leidos Holdings, Inc. | Technology | $1.2M | 0.3% | 12K | -9% | |||
| 59 | $MA | Mastercard Inc | Financials | $1.2M | 0.3% | 2,342 | -8% | |||
| 60 | $MRCY | MERCURY SYSTEMS INC | Technology | $1.2M | 0.3% | 9,589 | +7% | |||
| 61 | $ORCL | ORACLE CORP | Technology | $1.1M | 0.3% | 7,825 | -2% | |||
| 62 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.1M | 0.3% | 3,697 | -9% | |||
| 63 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.1M | 0.3% | 2,138 | -8% | |||
| 64 | $BA | BOEING CO | Industrials | $1.1M | 0.3% | 4,854 | -9% | |||
| 65 | $TTMI | TTM TECHNOLOGIES INC | Technology | $1.0M | 0.3% | 5,598 | +16% | |||
| 66 | $CB | Chubb Ltd | Financials | $1.0M | 0.3% | 3,054 | -9% | |||
| 67 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.0M | 0.2% | 6,823 | -12% | |||
| 68 | $CVX | CHEVRON CORP | Energy | $975K | 0.2% | 5,882 | -9% | |||
| 69 | $AEIS | ADVANCED ENERGY INDUSTRIES INC | Technology | $958K | 0.2% | 2,569 | +7% | |||
| 70 | $MRK | Merck & Co., Inc. | Healthcare | $957K | 0.2% | 7,447 | -9% | |||
| 71 | $IONQ | IonQ, Inc. | Technology | $954K | 0.2% | 18K | +7% | |||
| 72 | $F | FORD MOTOR CO | Consumer Discretionary | $951K | 0.2% | 68K | -9% | |||
| 73 | $NTAP | NetApp, Inc. | Technology | $913K | 0.2% | 5,900 | -8% | |||
| 74 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $897K | 0.2% | 6,563 | -8% | |||
| 75 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $876K | 0.2% | 33K | -9% | |||
| 76 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $875K | 0.2% | 2,106 | -9% | |||
| 77 | $FORM | FORMFACTOR INC | Technology | $871K | 0.2% | 5,449 | +7% | |||
| 78 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $869K | 0.2% | 5,311 | -9% | |||
| 79 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $868K | 0.2% | 8,044 | -9% | |||
| 80 | $ENS | EnerSys | Technology | $836K | 0.2% | 3,577 | +7% | |||
| 81 | $WTS | WATTS WATER TECHNOLOGIES INC | Industrials | $808K | 0.2% | 2,063 | +7% | |||
| 82 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $795K | 0.2% | 2,255 | -9% | |||
| 83 | $AMGN | AMGEN INC | Healthcare | $792K | 0.2% | 2,188 | -9% | |||
| 84 | $C | CITIGROUP INC | Financials | $788K | 0.2% | 5,632 | -9% | |||
| 85 | $EQT | EQT Corp | Energy | $788K | 0.2% | 15K | -9% | |||
| 86 | $FHI | FEDERATED HERMES, INC. | Financials | $786K | 0.2% | 14K | +7% | |||
| 87 | $FDX | FEDEX CORP | Industrials | $773K | 0.2% | 2,468 | -8% | |||
| 88 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $758K | 0.2% | 13K | -9% | |||
| 89 | $ON | ON SEMICONDUCTOR CORP | Technology | $752K | 0.2% | 7,952 | -9% | |||
| 90 | $STZ | CONSTELLATION BRANDS, INC. | Consumer Staples | $732K | 0.2% | 5,261 | -9% | |||
| 91 | $DIS | Walt Disney Co | Communication Services | $731K | 0.2% | 7,590 | -9% | |||
| 92 | $CNO | CNO Financial Group, Inc. | Financials | $728K | 0.2% | 14K | +7% | |||
| 93 | $J | JACOBS SOLUTIONS INC. | Industrials | $716K | 0.2% | 5,686 | -9% | |||
| 94 | $HALO | HALOZYME THERAPEUTICS, INC. | Healthcare | $714K | 0.2% | 9,121 | +7% | |||
| 95 | — | IShares Russell 3000 ETF - FND | — | $694K | 0.2% | 1,628 | -9% | |||
| 96 | $ADBE | ADOBE INC. | Technology | $687K | 0.2% | 3,350 | -8% | |||
| 97 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $684K | 0.2% | 2,354 | -9% | |||
| 98 | $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | Consumer Discretionary | $684K | 0.2% | 2,022 | +7% | |||
| 99 | $UAA | Under Armour, Inc. | Consumer Discretionary | $682K | 0.2% | 107K | -6% | |||
| 100 | $COHR | COHERENT CORP. | Technology | $680K | 0.2% | 1,725 | +7% | |||
| 101 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $673K | 0.2% | 1,815 | -9% | |||
| 102 | $PEP | PEPSICO INC | Consumer Staples | $656K | 0.2% | 4,843 | -9% | |||
| 103 | $WYNN | WYNN RESORTS LTD | Consumer Discretionary | $655K | 0.2% | 6,746 | -8% | |||
| 104 | $KO | COCA COLA CO | Consumer Staples | $653K | 0.2% | 8,039 | -9% | |||
| 105 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $652K | 0.2% | 7,885 | -9% | |||
| 106 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $651K | 0.2% | 7,104 | -9% | |||
| 107 | $FN | Fabrinet | Technology | $626K | 0.1% | 1,113 | +7% | |||
| 108 | $WST | WEST PHARMACEUTICAL SERVICES INC | Healthcare | $617K | 0.1% | 1,720 | -9% | |||
| 109 | $LEN | LENNAR CORP /NEW/ | Industrials | $617K | 0.1% | 6,822 | -9% | |||
| 110 | $ATEN | A10 Networks, Inc. | Technology | $614K | 0.1% | 16K | +7% | |||
| 111 | $INCY | INCYTE CORP | Healthcare | $610K | 0.1% | 5,377 | -9% | |||
| 112 | $FLR | FLUOR CORP | Industrials | $609K | 0.1% | 12K | +7% | |||
| 113 | $MEDP | Medpace Holdings, Inc. | Healthcare | $602K | 0.1% | 1,137 | +7% | |||
| 114 | $COIN | Coinbase Global, Inc. | Financials | $594K | 0.1% | 4,062 | -8% | |||
| 115 | $IRDM | Iridium Communications Inc. | Communication Services | $591K | 0.1% | 11K | +7% | |||
| 116 | $CRUS | CIRRUS LOGIC, INC. | Technology | $589K | 0.1% | 3,963 | +7% | |||
| 117 | $RMBS | RAMBUS INC | Technology | $580K | 0.1% | 4,371 | +7% | |||
| 118 | $IRTC | iRhythm Holdings, Inc. | Healthcare | $574K | 0.1% | 4,824 | +7% | |||
| 119 | $PPG | PPG INDUSTRIES INC | Materials | $569K | 0.1% | 4,690 | -9% | |||
| 120 | $AAL | American Airlines Group Inc. | Industrials | $562K | 0.1% | 31K | -9% | |||
| 121 | $SLB | SLB LIMITED/NV | Energy | $556K | 0.1% | 12K | -2% | |||
| 122 | $BIIB | BIOGEN INC. | Healthcare | $555K | 0.1% | 2,571 | -9% | |||
| 123 | $AMBA | AMBARELLA INC | Technology | $553K | 0.1% | 6,443 | +7% | |||
| 124 | $LVS | LAS VEGAS SANDS CORP | Consumer Discretionary | $550K | 0.1% | 12K | -8% | |||
| 125 | $MDT | Medtronic plc | Healthcare | $547K | 0.1% | 6,996 | -9% | |||
| 126 | $NOW | ServiceNow, Inc. | Technology | $535K | 0.1% | 5,387 | -7% | |||
| 127 | $KMB | KIMBERLY CLARK CORP | Materials | $534K | 0.1% | 4,869 | -9% | |||
| 128 | $SIGI | SELECTIVE INSURANCE GROUP INC | Financials | $531K | 0.1% | 5,476 | +7% | |||
| 129 | $TMUS | T-Mobile US, Inc. | Communication Services | $530K | 0.1% | 3,158 | -9% | |||
| 130 | $LNC | LINCOLN NATIONAL CORP | Financials | $528K | 0.1% | 15K | -9% | |||
| 131 | $YETI | YETI Holdings, Inc. | Consumer Discretionary | $522K | 0.1% | 11K | +7% | |||
| 132 | $ENSG | ENSIGN GROUP, INC | Healthcare | $514K | 0.1% | 3,207 | +7% | |||
| 133 | $ACN | Accenture plc | Technology | $514K | 0.1% | 4,131 | -9% | |||
| 134 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $514K | 0.1% | 11K | -8% | |||
| 135 | $ELF | e.l.f. Beauty, Inc. | Consumer Staples | $512K | 0.1% | 6,914 | +14% | |||
| 136 | $LGND | LIGAND PHARMACEUTICALS INC | Healthcare | $508K | 0.1% | 1,606 | +8% | |||
| 137 | $VLY | VALLEY NATIONAL BANCORP | Financials | $506K | 0.1% | 35K | +17% | |||
| 138 | $TFX | TELEFLEX INC | Healthcare | $502K | 0.1% | 3,962 | -9% | |||
| 139 | $MOG-A | MOOG INC. | Industrials | $497K | 0.1% | 1,172 | +7% | |||
| 140 | $MOD | MODINE MANUFACTURING CO | Industrials | $495K | 0.1% | 1,853 | +8% | |||
| 141 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $488K | 0.1% | 2,215 | -9% | |||
| 142 | $KBH | KB HOME | Industrials | $488K | 0.1% | 7,802 | +7% | |||
| 143 | $CYTK | CYTOKINETICS INC | Healthcare | $482K | 0.1% | 5,657 | +21% | |||
| 144 | $EA | ELECTRONIC ARTS INC. | Technology | $477K | 0.1% | 2,328 | -8% | |||
| 145 | $STAG | STAG Industrial, Inc. | Real Estate | $471K | 0.1% | 12K | +7% | |||
| 146 | $DHC | DIVERSIFIED HEALTHCARE TRUST | Real Estate | $466K | 0.1% | 50K | +7% | |||
| 147 | $COP | CONOCOPHILLIPS | Energy | $464K | 0.1% | 4,464 | -9% | |||
| 148 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $464K | 0.1% | 11K | -9% | |||
| 149 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $462K | 0.1% | 6,050 | -9% | |||
| 150 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $459K | 0.1% | 11K | -9% |
What changed in Q2 2026
Against the previous quarter's 13F: 38 new, 83 added to, 154 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.
New positions (38)
$GSGOLDMAN SACHS GROUP INC$1.8M
first bought this quarter
$HAEHAEMONETICS CORP$450K
first bought this quarter
$DVNDEVON ENERGY CORP/DE$414K
first bought this quarter
$TGTXTG THERAPEUTICS, INC.$349K
first bought this quarter
$KNKnowles Corp$324K
first bought this quarter
$SMTCSEMTECH CORP$319K
first bought this quarter
+32 more in the Excel export
Added to (83)
$BACBANK OF AMERICA CORP /DE/+262%
now $2.4M · held 5+ qtrs
$VVISA INC.+109%
now $3.2M · held 5+ qtrs
$STRLSTERLING INFRASTRUCTURE, INC.+13%
now $1.8M · held 5+ qtrs
$TTMITTM TECHNOLOGIES INC+16%
now $1.0M · held 5+ qtrs
$CYTKCYTOKINETICS INC+21%
now $482K · held 2 qtrs, 2 adds in a row
$MRCYMERCURY SYSTEMS INC+7%
now $1.2M · held 5+ qtrs, 2 adds in a row
+77 more in the Excel export
Trimmed (154)
now $15.8M · held 5+ qtrs
- IShares S&P 500 Index - FND-9%
now $85.0M
now $19.5M · held 5+ qtrs
- IShares S&P MidCap 400 - FND-6%
now $18.6M
now $11.8M · held 5+ qtrs
now $10.2M · held 5+ qtrs
+148 more in the Excel export
Holdings by quarter
Every 13F CIM INVESTMENT MANAGEMENT INC has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow CIM INVESTMENT MANAGEMENT?
Q2 2026 13F filed with the SEC on Sep 29, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of CIM INVESTMENT MANAGEMENT's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-5.7%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 8% over the last 4
Top 10 weight
48%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
CIM INVESTMENT MANAGEMENT INC disclosed 276 positions worth $417.2M in its Form 13F-HR for Q2 2026, followed by $NVDA. During the quarter the fund opened 38 new positions and exited 13 — including a new stake in $GS and a full exit from $CTRA. The portfolio is most concentrated in Other (32.4% of disclosed assets). All figures are sourced directly from CIM INVESTMENT MANAGEMENT INC’s Form 13F-HR filing with the SEC under CIK 1179791.
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