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CIK: 0001179791
Total reported value
$374.8M
$374.8M
285 檔
32.7%
At the close of Q1 2024, Cim Investment Management Inc disclosed equity holdings valued at approximately $374.8M, spread across 285 reported holdings.
During Q1 2024, Cim Investment Management Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 285 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 21.14% | -0.94% | +0.10% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.33% | +0.15% | +399.71% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.64% | +0.16% | -0.08% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.23% | -0.26% | -21.33% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.21% | -0.66% | +26.52% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.66% | -0.17% | — | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.36% | +0.07% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | -0.18% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | -0.14% | — | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.31% | +0.03% | — | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.26% | -0.19% | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.04% | +107.52% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | -0.18% | — | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | -0.10% | — | |
| 15 | MU | Micron Technology Inc | Stock-Tech | 0.82% | +0.34% | — | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | -0.09% | — | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.79% | -0.14% | -21.96% | |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.72% | +0.07% | — | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | +0.10% | — | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | +0.07% | — | |
| 21 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.59% | +0.10% | +83.05% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.58% | +0.03% | -50.02% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | +0.02% | — | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.57% | -0.07% | — | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 0.54% | -0.02% | — | |
| 26 | WM | Waste Management Inc | Stock-Industrials | 0.53% | +0.03% | — | |
| 27 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.52% | -0.07% | — | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | -0.07% | — | |
| 29 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.50% | +0.09% | — | |
| 30 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.49% | +0.02% | — | |
| 31 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.49% | +0.05% | — | |
| 32 | TGT | Target CORP | Stock-Consumer Disc | 0.49% | +0.10% | — | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | +0.14% | — | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.43% | +0.02% | — | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 0.42% | -0.10% | — | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | -0.03% | — | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.40% | -0.07% | — | |
| 38 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.40% | -0.03% | — | |
| 39 | EQIX | Equinix Inc | Stock-Real Estate | 0.40% | +0.21% | — | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | -0.04% | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | +0.01% | — | |
| 42 | NUE | Nucor CORP | Stock-Materials | 0.39% | +0.01% | — | |
| 43 | BLKCHF | Blackrock Inc | Stock-Other | 0.39% | — | — | |
| 44 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.38% | -0.05% | — | |
| 45 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.37% | +0.16% | — | |
| 46 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.37% | -0.12% | — | |
| 47 | AMT | American Tower CORP | Stock-Real Estate | 0.36% | — | — | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | -0.05% | — | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.35% | +0.03% | — | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.34% | +0.03% | — |
According to official SEC Form 13F filings, Cim Investment Management Inc reported a total U.S. public equity portfolio value of $374.8M across 285 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, IJR) accounted for 32.7% of total reported equity market value during Q1 2024.
During Q1 2024, Cim Investment Management Inc's top holdings by market value included IVV (21.1%)、IJH (5.3%)、IJR (3.6%). The largest single position, IVV, represented 21.1% of total portfolio value.
In Q1 2024, Cim Investment Management Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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