Filed: 8/22/2025ACC: 0001062993-25-014797
📋 What this filing means
CIM INVESTMENT MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 253 equity positions with a total reported market value of $524.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
253
Positions
$524.79M
Total AUM (reported)
5.13M
Total Shares
Allocation by class
COM$403.69M76.9%
FND$121.09M23.1%
Portfolio Concentration
Top 3$131.14M25.0%
4–10$96.89M18.5%
11–25$80.94M15.4%
Rest$215.81M41.1%
Top 3 weight
25.0%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 5.13M
Sole
Full voting authority
5.13M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole253
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings253
Rows:
IShares S&P 500 Index
SOLEShares124.35K
TypeSH
Market value$77.21M
14.71%
Sole
124.35K
Shared
0.00
None
0.00
NVIDIA Corporation
SOLEShares219.32K
TypeSH
Market value$32.05M
6.11%
Sole
219.32K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares47.69K
TypeSH
Market value$21.89M
4.17%
Sole
47.69K
Shared
0.00
None
0.00
Apple Inc
SOLEShares93.70K
TypeSH
Market value$21.42M
4.08%
Sole
93.70K
Shared
0.00
None
0.00
IShares S&P MidCap 400
SOLEShares285.60K
TypeSH
Market value$17.71M
3.38%
Sole
285.60K
Shared
0.00
None
0.00
Meta Platforms Inc.
SOLEShares18.11K
TypeSH
Market value$12.04M
2.29%
Sole
18.11K
Shared
0.00
None
0.00
IShares S&P SmCap 600
SOLEShares108.21K
TypeSH
Market value$11.83M
2.25%
Sole
108.21K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares53.10K
TypeSH
Market value$11.65M
2.22%
Sole
53.10K
Shared
0.00
None
0.00
Alphabet Inc-Cl A
SOLEShares62.84K
TypeSH
Market value$11.49M
2.19%
Sole
62.84K
Shared
0.00
None
0.00
Broadcom LTD
SOLEShares42.42K
TypeSH
Market value$10.76M
2.05%
Sole
42.42K
Shared
0.00
None
0.00
IShares Core MSCI EAFE ETF
SOLEShares106.73K
TypeSH
Market value$8.91M
1.70%
Sole
106.73K
Shared
0.00
None
0.00
Berkshire Hathaway Inc-Cl B
SOLEShares16.95K
TypeSH
Market value$7.96M
1.52%
Sole
16.95K
Shared
0.00
None
0.00
Netflix Inc
SOLEShares6.45K
TypeSH
Market value$7.24M
1.38%
Sole
6.45K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares26.92K
TypeSH
Market value$7.14M
1.36%
Sole
26.92K
Shared
0.00
None
0.00
Alphabet Inc-Cl C
SOLEShares35.81K
TypeSH
Market value$6.59M
1.25%
Sole
35.81K
Shared
0.00
None
0.00
Equinix Inc.
SOLEShares7.30K
TypeSH
Market value$6.35M
1.21%
Sole
7.30K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares5.36K
TypeSH
Market value$5.11M
0.97%
Sole
5.36K
Shared
0.00
None
0.00
IShares MSCI EAFE Index ETF
SOLEShares54.41K
TypeSH
Market value$4.86M
0.93%
Sole
54.41K
Shared
0.00
None
0.00
Micron Technology Inc
SOLEShares46.04K
TypeSH
Market value$4.77M
0.91%
Sole
46.04K
Shared
0.00
None
0.00
Digital Realy Trust Inc
SOLEShares22.73K
TypeSH
Market value$4.00M
0.76%
Sole
22.73K
Shared
0.00
None
0.00
Leidos Holdings Inc.
SOLEShares26.30K
TypeSH
Market value$3.97M
0.76%
Sole
26.30K
Shared
0.00
None
0.00
McDonalds Corp.
SOLEShares13.21K
TypeSH
Market value$3.85M
0.73%
Sole
13.21K
Shared
0.00
None
0.00
Akamai Technologies
SOLEShares42.73K
TypeSH
Market value$3.75M
0.71%
Sole
42.73K
Shared
0.00
None
0.00
Freeport-McMoran Inc
SOLEShares81.08K
TypeSH
Market value$3.30M
0.63%
Sole
81.08K
Shared
0.00
None
0.00
Blackrock Funding Inc.
SOLEShares3.04K
TypeSH
Market value$3.15M
0.60%
Sole
3.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
IShares S&P 500 IndexSOLE | FND | 124.35K | SH | $77.21M 14.71% | 124.35K | 0.00 | 0.00 |
NVIDIA CorporationSOLE | COM | 219.32K | SH | $32.05M 6.11% | 219.32K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 47.69K | SH | $21.89M 4.17% | 47.69K | 0.00 | 0.00 |
Apple IncSOLE | COM | 93.70K | SH | $21.42M 4.08% | 93.70K | 0.00 | 0.00 |
IShares S&P MidCap 400SOLE | FND | 285.60K | SH | $17.71M 3.38% | 285.60K | 0.00 | 0.00 |
Meta Platforms Inc.SOLE | COM | 18.11K | SH | $12.04M 2.29% | 18.11K | 0.00 | 0.00 |
IShares S&P SmCap 600SOLE | FND | 108.21K | SH | $11.83M 2.25% | 108.21K | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 53.10K | SH | $11.65M 2.22% | 53.10K | 0.00 | 0.00 |
Alphabet Inc-Cl ASOLE | COM | 62.84K | SH | $11.49M 2.19% | 62.84K | 0.00 | 0.00 |
Broadcom LTDSOLE | COM | 42.42K | SH | $10.76M 2.05% | 42.42K | 0.00 | 0.00 |
IShares Core MSCI EAFE ETFSOLE | FND | 106.73K | SH | $8.91M 1.70% | 106.73K | 0.00 | 0.00 |
Berkshire Hathaway Inc-Cl BSOLE | COM | 16.95K | SH | $7.96M 1.52% | 16.95K | 0.00 | 0.00 |
Netflix IncSOLE | COM | 6.45K | SH | $7.24M 1.38% | 6.45K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 26.92K | SH | $7.14M 1.36% | 26.92K | 0.00 | 0.00 |
Alphabet Inc-Cl CSOLE | COM | 35.81K | SH | $6.59M 1.25% | 35.81K | 0.00 | 0.00 |
Equinix Inc.SOLE | COM | 7.30K | SH | $6.35M 1.21% | 7.30K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 5.36K | SH | $5.11M 0.97% | 5.36K | 0.00 | 0.00 |
IShares MSCI EAFE Index ETFSOLE | FND | 54.41K | SH | $4.86M 0.93% | 54.41K | 0.00 | 0.00 |
Micron Technology IncSOLE | COM | 46.04K | SH | $4.77M 0.91% | 46.04K | 0.00 | 0.00 |
Digital Realy Trust IncSOLE | COM | 22.73K | SH | $4.00M 0.76% | 22.73K | 0.00 | 0.00 |
Leidos Holdings Inc.SOLE | COM | 26.30K | SH | $3.97M 0.76% | 26.30K | 0.00 | 0.00 |
McDonalds Corp.SOLE | COM | 13.21K | SH | $3.85M 0.73% | 13.21K | 0.00 | 0.00 |
Akamai TechnologiesSOLE | COM | 42.73K | SH | $3.75M 0.71% | 42.73K | 0.00 | 0.00 |
Freeport-McMoran IncSOLE | COM | 81.08K | SH | $3.30M 0.63% | 81.08K | 0.00 | 0.00 |
Blackrock Funding Inc.SOLE | COM | 3.04K | SH | $3.15M 0.60% | 3.04K | 0.00 | 0.00 |
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