CIM INVESTMENT MANAGEMENT INC
CIK 1179791 · Holdings on Mar 31, 2026 · First reported May 19, 2026
Top ten holdings
Q1 2026- IVV21.73%
- NVDA4.93%
- IJH4.61%
- IJR3.46%
- AAPL3.01%
- GOOGL2.37%
- MSFT2.29%
- IEFA2.21%
- MU2.04%
- AVGO1.72%
Share classes counted separately48.37%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight decreased · -0.94 pp22.67% → 21.73%Shares -1.77K (-1.40%)
- MSFTWeight decreased · -0.66 pp2.95% → 2.29%Shares -101 (-0.43%)
- MUWeight increased · +0.34 pp1.70% → 2.04%Shares -97 (-0.43%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFFND View history and evidence | $81.42M | 21.73% | 124.65K shares | 22.67% → 21.73%-0.94 pp -1.77K (-1.40%) | Reduced | ▾ |
| 02 | NVDANVIDIA CORP View history and evidence | $18.46M | 4.93% | 105.84K shares | 5.19% → 4.93%-0.26 pp -449 (-0.42%) | Reduced | ▾ |
| 03 | IJHISHARES CORE S&P MIDCAP ETFFND View history and evidence | $17.28M | 4.61% | 255.90K shares | 4.46% → 4.61%+0.15 pp -2.33K (-0.90%) | Reduced | ▾ |
| 04 | IJRISHARES CORE S&P SMALL-CAP EFND View history and evidence | $12.98M | 3.46% | 104.39K shares | 3.30% → 3.46%+0.16 pp -513 (-0.49%) | Reduced | ▾ |
| 05 | AAPLAPPLE INC View history and evidence | $11.29M | 3.01% | 44.49K shares | 3.18% → 3.01%-0.17 pp -201 (-0.45%) | Reduced | ▾ |
| 06 | GOOGLALPHABET INC-CL A View history and evidence | $8.89M | 2.37% | 30.92K shares | 2.55% → 2.37%-0.18 pp -134 (-0.43%) | Reduced | ▾ |
| 07 | MSFTMICROSOFT CORP View history and evidence | $8.60M | 2.29% | 23.22K shares | 2.95% → 2.29%-0.66 pp -101 (-0.43%) | Reduced | ▾ |
| 08 | IEFAISHARES CORE MSCI EAFE ETFFND View history and evidence | $8.29M | 2.21% | 91.55K shares | 2.14% → 2.21%+0.07 pp 0 (0.00%) | Unchanged | ▾ |
| 09 | MUMICRON TECHNOLOGY INC View history and evidence | $7.66M | 2.04% | 22.67K shares | 1.70% → 2.04%+0.34 pp -97 (-0.43%) | Reduced | ▾ |
| 10 | AVGOBROADCOM INC View history and evidence | $6.46M | 1.72% | 20.87K shares | 1.90% → 1.72%-0.18 pp -92 (-0.44%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 14
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EME EMCOR GROUP INC | Non-derivative | -938 | -$573.86K | SEC filing ↗ | SEC filing ↗ |
| 03152W109 AMICUS THERAPEUTICS INC | Non-derivative | -32,305 | -$460.02K | SEC filing ↗ | SEC filing ↗ |
| EPAM EPAM SYSTEMS INC | Non-derivative | -1,417 | -$290.31K | SEC filing ↗ | SEC filing ↗ |
3 / 14 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1179791 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-19
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 374774022
}Research all 251 reported holdings.
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