Filed: 5/19/2026ACC: 0001062993-26-002795
📋 What this filing means
CIM INVESTMENT MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 251 equity positions with a total reported market value of $374.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
251
Positions
$374.77M
Total AUM (reported)
3.14M
Total Shares
Allocation by class
COM$249.34M66.5%
FND$125.43M33.5%
Portfolio Concentration
Top 3$117.16M31.3%
4–10$64.16M17.1%
11–25$53.69M14.3%
Rest$139.76M37.3%
Top 3 weight
31.3%
Top 10 weight
48.4%
Voting Authority Distribution
Total shares with voting rights: 3.14M
Sole
Full voting authority
3.14M
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)
Sole251
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings251
Rows:
IShares S&P 500 Index
SOLEShares124.65K
TypeSH
Market value$81.42M
21.73%
Sole
124.65K
Shared
0.00
None
0.00
NVIDIA Corporation
SOLEShares105.84K
TypeSH
Market value$18.46M
4.93%
Sole
105.84K
Shared
0.00
None
0.00
IShares S&P MidCap 400
SOLEShares255.90K
TypeSH
Market value$17.28M
4.61%
Sole
255.90K
Shared
0.00
None
0.00
IShares S&P SmCap 600
SOLEShares104.39K
TypeSH
Market value$12.98M
3.46%
Sole
104.39K
Shared
0.00
None
0.00
Apple Inc
SOLEShares44.49K
TypeSH
Market value$11.29M
3.01%
Sole
44.49K
Shared
0.00
None
0.00
Alphabet Inc-Cl A
SOLEShares30.92K
TypeSH
Market value$8.89M
2.37%
Sole
30.92K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares23.22K
TypeSH
Market value$8.60M
2.29%
Sole
23.22K
Shared
0.00
None
0.00
IShares Core MSCI EAFE ETF
SOLEShares91.55K
TypeSH
Market value$8.29M
2.21%
Sole
91.55K
Shared
0.00
None
0.00
Micron Technology Inc
SOLEShares22.67K
TypeSH
Market value$7.66M
2.04%
Sole
22.67K
Shared
0.00
None
0.00
Broadcom LTD
SOLEShares20.87K
TypeSH
Market value$6.46M
1.72%
Sole
20.87K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares26.71K
TypeSH
Market value$5.56M
1.48%
Sole
26.71K
Shared
0.00
None
0.00
Meta Platforms Inc.
SOLEShares9.27K
TypeSH
Market value$5.30M
1.42%
Sole
9.27K
Shared
0.00
None
0.00
Alphabet Inc-Cl C
SOLEShares17.61K
TypeSH
Market value$5.05M
1.35%
Sole
17.61K
Shared
0.00
None
0.00
IShares MSCI EAFE Index ETF
SOLEShares47.27K
TypeSH
Market value$4.59M
1.23%
Sole
47.27K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares13.92K
TypeSH
Market value$4.10M
1.09%
Sole
13.92K
Shared
0.00
None
0.00
Berkshire Hathaway Inc-Cl B
SOLEShares8.32K
TypeSH
Market value$3.99M
1.06%
Sole
8.32K
Shared
0.00
None
0.00
Equinix Inc.
SOLEShares3.57K
TypeSH
Market value$3.50M
0.93%
Sole
3.57K
Shared
0.00
None
0.00
Utilities Select Sector SPDR
SOLEShares70.54K
TypeSH
Market value$3.24M
0.86%
Sole
70.54K
Shared
0.00
None
0.00
Netflix Inc
SOLEShares32.77K
TypeSH
Market value$3.15M
0.84%
Sole
32.77K
Shared
0.00
None
0.00
Caterpillar Inc.
SOLEShares3.77K
TypeSH
Market value$2.67M
0.71%
Sole
3.77K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares2.63K
TypeSH
Market value$2.63M
0.70%
Sole
2.63K
Shared
0.00
None
0.00
Tesla Motors Inc
SOLEShares6.98K
TypeSH
Market value$2.60M
0.69%
Sole
6.98K
Shared
0.00
None
0.00
Starbucks
SOLEShares28.68K
TypeSH
Market value$2.57M
0.69%
Sole
28.68K
Shared
0.00
None
0.00
Akamai Technologies
SOLEShares21.01K
TypeSH
Market value$2.41M
0.64%
Sole
21.01K
Shared
0.00
None
0.00
Freeport-McMoran Inc
SOLEShares39.86K
TypeSH
Market value$2.34M
0.63%
Sole
39.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
IShares S&P 500 IndexSOLE | FND | 124.65K | SH | $81.42M 21.73% | 124.65K | 0.00 | 0.00 |
NVIDIA CorporationSOLE | COM | 105.84K | SH | $18.46M 4.93% | 105.84K | 0.00 | 0.00 |
IShares S&P MidCap 400SOLE | FND | 255.90K | SH | $17.28M 4.61% | 255.90K | 0.00 | 0.00 |
IShares S&P SmCap 600SOLE | FND | 104.39K | SH | $12.98M 3.46% | 104.39K | 0.00 | 0.00 |
Apple IncSOLE | COM | 44.49K | SH | $11.29M 3.01% | 44.49K | 0.00 | 0.00 |
Alphabet Inc-Cl ASOLE | COM | 30.92K | SH | $8.89M 2.37% | 30.92K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 23.22K | SH | $8.60M 2.29% | 23.22K | 0.00 | 0.00 |
IShares Core MSCI EAFE ETFSOLE | FND | 91.55K | SH | $8.29M 2.21% | 91.55K | 0.00 | 0.00 |
Micron Technology IncSOLE | COM | 22.67K | SH | $7.66M 2.04% | 22.67K | 0.00 | 0.00 |
Broadcom LTDSOLE | COM | 20.87K | SH | $6.46M 1.72% | 20.87K | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 26.71K | SH | $5.56M 1.48% | 26.71K | 0.00 | 0.00 |
Meta Platforms Inc.SOLE | COM | 9.27K | SH | $5.30M 1.42% | 9.27K | 0.00 | 0.00 |
Alphabet Inc-Cl CSOLE | COM | 17.61K | SH | $5.05M 1.35% | 17.61K | 0.00 | 0.00 |
IShares MSCI EAFE Index ETFSOLE | FND | 47.27K | SH | $4.59M 1.23% | 47.27K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 13.92K | SH | $4.10M 1.09% | 13.92K | 0.00 | 0.00 |
Berkshire Hathaway Inc-Cl BSOLE | COM | 8.32K | SH | $3.99M 1.06% | 8.32K | 0.00 | 0.00 |
Equinix Inc.SOLE | COM | 3.57K | SH | $3.50M 0.93% | 3.57K | 0.00 | 0.00 |
Utilities Select Sector SPDRSOLE | COM | 70.54K | SH | $3.24M 0.86% | 70.54K | 0.00 | 0.00 |
Netflix IncSOLE | COM | 32.77K | SH | $3.15M 0.84% | 32.77K | 0.00 | 0.00 |
Caterpillar Inc.SOLE | COM | 3.77K | SH | $2.67M 0.71% | 3.77K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 2.63K | SH | $2.63M 0.70% | 2.63K | 0.00 | 0.00 |
Tesla Motors IncSOLE | COM | 6.98K | SH | $2.60M 0.69% | 6.98K | 0.00 | 0.00 |
StarbucksSOLE | COM | 28.68K | SH | $2.57M 0.69% | 28.68K | 0.00 | 0.00 |
Akamai TechnologiesSOLE | COM | 21.01K | SH | $2.41M 0.64% | 21.01K | 0.00 | 0.00 |
Freeport-McMoran IncSOLE | COM | 39.86K | SH | $2.34M 0.63% | 39.86K | 0.00 | 0.00 |
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