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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
KMB icon
76
Kimberly-Clark
KMB
$35.9B
$1.42M 0.27%
10,918
+5,448
+100% +$739K
FDX icon
77
FedEx
FDX
$76.9B
$1.39M 0.27%
5,481
+2,736
+100% +$599K
PYPL icon
78
PayPal
PYPL
$50.5B
$1.39M 0.27%
17,447
+8,708
+100% +$596K
HON icon
79
Honeywell
HON
$77B
$1.36M 0.26%
6,294
+3,142
+100% +$636K
KO icon
80
Coca-Cola
KO
$374B
$1.36M 0.26%
20,397
+10,182
+100% +$725K
QTWO icon
81
Q2 Holdings
QTWO
$3.96B
$1.33M 0.25%
13,713
+6,882
+101% +$581K
UNP icon
82
Union Pacific
UNP
$174B
$1.31M 0.25%
5,713
-25
-0.4% -$5.55K
AMGN icon
83
Amgen
AMGN
$226B
$1.31M 0.25%
4,864
+2,428
+100% +$688K
AMAT icon
84
Applied Materials
AMAT
$415B
$1.31M 0.25%
7,580
+3,784
+100% +$600K
MDT icon
85
Medtronic
MDT
$114B
$1.31M 0.25%
15,675
+7,822
+100% +$663K
ABT icon
86
Abbott
ABT
$188B
$1.3M 0.25%
10,436
+5,209
+100% +$687K
TMO icon
87
Thermo Fisher Scientific
TMO
$222B
$1.29M 0.25%
3,176
-13
-0.4% -$5.43K
LVS icon
88
Las Vegas Sands
LVS
$29.4B
$1.26M 0.24%
26,452
+13,203
+100% +$514K
PPG icon
89
PPG Industries
PPG
$25.7B
$1.23M 0.23%
10,508
+5,244
+100% +$567K
LHX icon
90
L3Harris
LHX
$54B
$1.21M 0.23%
5,271
+2,631
+100% +$604K
NOW icon
91
ServiceNow
NOW
$132B
$1.21M 0.23%
5,875
-20
-0.3% -$3.77K
DOW icon
92
Dow Inc
DOW
$22.1B
$1.16M 0.22%
34,848
+17,392
+100% +$506K
LOW icon
93
Lowe's Companies
LOW
$123B
$1.16M 0.22%
4,929
+2,460
+100% +$549K
CI icon
94
Cigna
CI
$73.6B
$1.12M 0.21%
3,705
+1,849
+100% +$596K
MAR icon
95
Marriott International
MAR
$90.9B
$1.12M 0.21%
4,067
+2,030
+100% +$509K
LNC icon
96
Lincoln National
LNC
$8.75B
$1.1M 0.21%
33,292
+16,616
+100% +$544K
LMT icon
97
Lockheed Martin
LMT
$139B
$1.09M 0.21%
2,356
-9
-0.4% -$4.21K
BAC icon
98
Bank of America
BAC
$447B
$1.09M 0.21%
23,880
+11,920
+100% +$501K
OXY icon
99
Occidental Petroleum
OXY
$58.6B
$1.07M 0.2%
23,444
+11,703
+100% +$489K
DIS icon
100
Walt Disney
DIS
$178B
$1.05M 0.2%
8,481
-38
-0.4% -$3.95K
2 3
4
5 6

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HPM
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CAG
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MWM
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HPC
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JC
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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.