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CIM

CIM Investment Management Portfolio holdings

AUM $375M
1-Year Est. Return 32.03%
This Fund
S&P 500
This Quarter Est. Return
+13.93%
1 Year Est. Return
+32.03%
3 Year Est. Return
+88.62%
5 Year Est. Return
+95.83%
10 Year Est. Return
+334.77%
AUM
$525M
AUM Growth
+$86.9M
Cap. Flow
+$46.8M
Cap. Flow %
8.92%
Top 10 Hldgs %
43.45%
Holding
254
New
14
Increased
174
Reduced
64
Closed
1

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$13.8M
2
MSFT icon
Microsoft
MSFT
+$10.4M
3
AAPL icon
Apple
AAPL
+$9.78M
4
META icon
Meta Platforms (Facebook)
META
+$5.35M
5
AMZN icon
Amazon
AMZN
+$5.25M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$77.1M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$17.3M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.6M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.92M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.9M

Sector Composition

Rank Sector Weight
1 Technology 26.41%
2 Communication Services 8.77%
3 Financials 8.43%
4 Industrials 7.57%
5 Consumer Discretionary 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DE icon
51
Deere & Co
DE
$164B
$2.02M 0.38%
4,330
+2,161
+100% +$1.06M
PANW icon
52
Palo Alto Networks
PANW
$312B
$2M 0.38%
10,330
+5,158
+100% +$958K
CSCO icon
53
Cisco
CSCO
$487B
$1.97M 0.38%
30,645
+15,294
+100% +$940K
CB icon
54
Chubb
CB
$134B
$1.94M 0.37%
6,844
+3,416
+100% +$983K
TTWO icon
55
Take-Two Interactive
TTWO
$47.4B
$1.94M 0.37%
7,969
-34
-0.4% -$7.66K
HD icon
56
Home Depot
HD
$347B
$1.9M 0.36%
5,023
+2,507
+100% +$907K
CVX icon
57
Chevron
CVX
$378B
$1.89M 0.36%
13,127
+6,552
+100% +$924K
LEN icon
58
Lennar Class A
LEN
$20.6B
$1.89M 0.36%
15,283
+7,632
+100% +$827K
NEM icon
59
Newmont
NEM
$122B
$1.85M 0.35%
38,742
+19,335
+100% +$1.03M
WM icon
60
Waste Management
WM
$90.3B
$1.84M 0.35%
8,041
-32
-0.4% -$7.42K
CMI icon
61
Cummins
CMI
$88.3B
$1.75M 0.33%
5,183
+2,588
+100% +$801K
EQT icon
62
EQT Corp
EQT
$33.5B
$1.73M 0.33%
33,221
+16,581
+100% +$895K
XOM icon
63
ExxonMobil
XOM
$656B
$1.71M 0.33%
15,892
+7,936
+100% +$848K
J icon
64
Jacobs Solutions
J
$17.2B
$1.68M 0.32%
12,704
+6,276
+98% +$774K
LRCX icon
65
Lam Research
LRCX
$387B
$1.67M 0.32%
19,658
+9,812
+100% +$778K
WMT icon
66
Walmart Inc
WMT
$888B
$1.64M 0.31%
16,736
-73
-0.4% -$6.96K
F icon
67
Ford
F
$55.9B
$1.59M 0.3%
153,396
+76,561
+100% +$780K
V icon
68
Visa
V
$672B
$1.59M 0.3%
4,469
-15
-0.3% -$5.23K
NUE icon
69
Nucor
NUE
$62.6B
$1.55M 0.3%
12,625
+6,302
+100% +$736K
PEP icon
70
PepsiCo
PEP
$188B
$1.54M 0.29%
10,854
+5,417
+100% +$730K
BMY icon
71
Bristol-Myers Squibb
BMY
$133B
$1.51M 0.29%
29,271
+14,611
+100% +$717K
MRK icon
72
Merck
MRK
$322B
$1.48M 0.28%
16,553
+8,262
+100% +$657K
TGT icon
73
Target
TGT
$69.1B
$1.47M 0.28%
14,916
-63
-0.4% -$6.05K
NTAP icon
74
NetApp
NTAP
$39.3B
$1.46M 0.28%
13,102
+6,538
+100% +$620K
CL icon
75
Colgate-Palmolive
CL
$74.1B
$1.45M 0.28%
15,927
+7,948
+100% +$726K
1 2
3
4 5

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DA
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JIC
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RCP
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HPM
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CAG
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LWMNY
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MWM
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BHC
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CIM Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, CIM Investment Management held 254 positions worth $525M, up 20% from $438M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

CIM Investment Management deployed $46.8M of net new capital in Q2 2025, opening 14 new positions and adding to 174 existing holdings. Its largest new stake was AeroVironment: 2,557 shares worth $558K.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 13% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $77.1M trimmed.

  • CIM Investment Management's largest Q2 2025 buy was AeroVironment: 2,557 shares worth $558K.
  • CIM Investment Management added most to NVIDIA in Q2 2025, an estimated $13.8M increase.
  • CIM Investment Management's biggest Q2 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $77.1M.
  • CIM Investment Management fully exited Catalyst Pharmaceutical in Q2 2025, selling an estimated $208K.
  • CIM Investment Management's ten largest holdings make up 43% of its $525M portfolio in Q2 2025.
  • CIM Investment Management opened 14 new positions and closed 1 in Q2 2025.
  • CIM Investment Management's portfolio value rose 20% quarter-over-quarter to $525M.

Based on CIM Investment Management's 13F filing for Q2 2025, filed 22 Aug 2025.