MondegarAI
CIM INVESTMENT MANAGEMENT INC

Q3 2024 · 13F-HR

CIM INVESTMENT MANAGEMENT INCholdings as filed

Filed 2024-11-25 · accession 0001062993-24-019630

$338.2M
Reported value
254
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVIShares S&P 500 Index$72.6M21.5%125,803CommonSOLE
464287507IJHIShares S&P MidCap 400$18.0M5.31%288,120CommonSOLE
67066G104NVDANVIDIA Corporation$13.5M4.00%111,512CommonSOLE
464287804IJRIShares S&P SmCap 600$12.8M3.80%109,813CommonSOLE
037833100AAPLApple Inc$11.5M3.40%49,322CommonSOLE
594918104MSFTMicrosoft Corp$10.5M3.11%24,408CommonSOLE
46432F842IEFAIShares Core MSCI EAFE ETF$8.5M2.50%108,297CommonSOLE
02079K305GOOGLAlphabet Inc-Cl A$5.3M1.56%31,853CommonSOLE
023135106AMZNAmazon.Com Inc$5.0M1.48%26,879CommonSOLE
30303M102METAMeta Platforms Inc.$5.0M1.47%8,687CommonSOLE
464287465EFAIShares MSCI EAFE Index ETF$4.7M1.38%55,801CommonSOLE
084670702BRK/BBerkshire Hathaway Inc-Cl B$3.9M1.15%8,457CommonSOLE
88160R101TSLATesla Motors Inc$3.8M1.11%14,380CommonSOLE
11135F101AVGOBroadcom LTD$3.7M1.09%21,467CommonSOLE
29444U700EQIXEquinix Inc.$3.3M0.96%3,674CommonSOLE
02079K107GOOGAlphabet Inc-Cl C$3.0M0.89%18,089CommonSOLE
81369Y886XLUUtilities Select Sector SPDR$2.9M0.86%35,832CommonSOLE
855244109SBUXStarbucks$2.9M0.84%29,247CommonSOLE
46625H100JPMJPMorgan Chase & Co$2.8M0.82%13,187CommonSOLE
22160K105COSTCostco Wholesale Corp$2.4M0.71%2,696CommonSOLE
595112103MUMicron Technology Inc$2.4M0.70%22,948CommonSOLE
87612E106TGTTarget Corp.$2.3M0.69%14,930CommonSOLE
64110L106NFLXNetflix Inc$2.2M0.65%3,114CommonSOLE
00971T101AKAMAkamai Technologies$2.2M0.64%21,502CommonSOLE
525327102LDOSLeidos Holdings Inc.$2.1M0.63%13,125CommonSOLE
35671D857FCXFreeport-McMoran Inc$2.0M0.60%40,701CommonSOLE
580135101MCDMcDonalds Corp.$2.0M0.60%6,613CommonSOLE
883556102TMOThermo Fisher Scientific Inc$2.0M0.58%3,190CommonSOLE
00724F101ADBEAdobe Systems$1.9M0.57%3,752CommonSOLE
253868103DLRDigital Realy Trust Inc$1.8M0.54%11,347CommonSOLE
532457108LLYLilly (ELI) Co.$1.8M0.54%2,048CommonSOLE
94106L109WMWaste Mgmt Holding$1.7M0.50%8,077CommonSOLE
007903107AMDAdv Micro Device$1.6M0.47%9,761CommonSOLE
91324P102UNHUnitedHealth Group Inc$1.6M0.47%2,703CommonSOLE
368736104GNRCGenerac Holdings Inc.$1.5M0.46%9,742CommonSOLE
21036P108STZConstellation Brands, Inc$1.5M0.45%5,868CommonSOLE
149123101CATCaterpillar Inc.$1.5M0.44%3,848CommonSOLE
09290D101BLKBlackrock Funding Inc.$1.4M0.43%1,516CommonSOLE
526057104LENLennar Corp-A$1.4M0.42%7,634CommonSOLE
907818108UNPUnion Pacific Corp$1.4M0.42%5,743CommonSOLE
75513E101RTXRaytheon Technologies Corp.$1.4M0.41%11,582CommonSOLE
68389X105ORCLOracle Systems Corp.$1.4M0.41%8,124CommonSOLE
03027X100AMTAmerican Tower Corp$1.4M0.41%5,942CommonSOLE
742718109PGProcter & Gamble Co/The$1.4M0.41%7,927CommonSOLE
931142103WMTWal-Mart Stores Inc$1.4M0.40%16,741CommonSOLE
747525103QCOMQualcomm Inc$1.3M0.38%7,648CommonSOLE
57636Q104MAMasterCard Inc-Class A$1.3M0.38%2,627CommonSOLE
042068205ARMARM Holdings PLC-Spons ADR$1.3M0.37%8,813CommonSOLE
874054109TTWOTake-Two Interactive Software$1.2M0.37%8,034CommonSOLE
478160104JNJJohnson & Johnson$1.1M0.33%6,976CommonSOLE
92826C839VVisa Inc-Class A Shares$1.1M0.33%4,080CommonSOLE
879369106TFXTeleflex Inc.$1.1M0.32%4,435CommonSOLE
744320102PRUPrudential Financial Inc$1.1M0.32%8,978CommonSOLE
81762P102NOWServicenow Inc.$1.1M0.32%1,206CommonSOLE
904311107UAAUnder Armour Inc.$1.1M0.31%118,093CommonSOLE
651639106NEMNewmont Mining Corp$1.0M0.31%19,333CommonSOLE
G1151C101ACNAccenture Ltd-Cl A$1.0M0.30%2,890CommonSOLE
437076102HDHome Depot Inc$1.0M0.30%2,519CommonSOLE
101137107BSXBoston Scientific$1.0M0.30%12,023CommonSOLE
278642103EBAYEbay, Inc.$1.0M0.30%15,474CommonSOLE
H1467J104CBChubb Corp.$985,1400.29%3,416CommonSOLE
166764100CVXChevron Corp$969,4780.29%6,583CommonSOLE
29355A107ENPHEnphase Energy$967,9030.29%8,564CommonSOLE
260557103DOWDow Inc$955,0420.28%17,482CommonSOLE
670346105NUENucor Corporation$953,3060.28%6,341CommonSOLE
58933Y105MRKMerck & Co. Inc.$946,5230.28%8,335CommonSOLE
30231G102XOMExxon Mobil Corp$942,0970.28%8,037CommonSOLE
713448108PEPPepsico Inc$920,9910.27%5,416CommonSOLE
244199105DEDeere & Company$901,8500.27%2,161CommonSOLE
697435105PANWPalo Alto NetworksInc.$900,6430.27%2,635CommonSOLE
882508104TXNTexas Instruments Inc$854,9930.25%4,139CommonSOLE
231021106CMICummins Inc.$845,4160.25%2,611CommonSOLE
46982L108JJacobs Engineering Group Inc$832,7860.25%6,362CommonSOLE
194162103CLColgate-Palmolive Co.$824,7700.24%7,945CommonSOLE
097023105BABoeing Co/The$824,3610.24%5,422CommonSOLE
254687106DISWalt Disney Co/The$816,3650.24%8,487CommonSOLE
64110D104NTAPNetwork App. Inc.$815,4130.24%6,602CommonSOLE
512807306LRCXLAM Research Corp$815,2640.24%999CommonSOLE
17275R102CSCOCisco Systems Inc$813,8930.24%15,293CommonSOLE
617446448MSMorgan Stanley$811,9250.24%7,789CommonSOLE
19260Q107COINCoinbase Global Inc.$809,9610.24%4,546CommonSOLE
345370860FFord Motor Co$808,3790.24%76,551CommonSOLE
031162100AMGNAmgen Inc$789,4140.23%2,450CommonSOLE
494368103KMBKimberly-Clark Corp$774,7150.23%5,445CommonSOLE
038222105AMATApplied Materials Inc$772,0330.23%3,821CommonSOLE
110122108BMYBristol Myers Squibb Co$762,9580.23%14,746CommonSOLE
31428X106FDXFedex Corp$755,0830.22%2,759CommonSOLE
191216100KOCoca Cola Co/The$743,9670.22%10,353CommonSOLE
00827B106AFRMAffirm Holdings Inc.$732,2700.22%17,939CommonSOLE
872590104TMUST-Mobile Inc.$728,4510.22%3,530CommonSOLE
983134107WYNNWynn Resorts LTD$722,4560.21%7,535CommonSOLE
G5960L103MDTMedtronic PLC$704,3050.21%7,823CommonSOLE
693506107PPGPPG Industries Inc$694,4880.21%5,243CommonSOLE
70450Y103PYPLPaypal Holdings Inc$679,4850.20%8,708CommonSOLE
548661107LOWLowe's Companies$671,1660.20%2,478CommonSOLE
517834107LVSLas Vegas Sands Corp.$669,7230.20%13,304CommonSOLE
48666K109KBHKaufman and Broad Home Corp.$660,2410.20%7,705CommonSOLE
24906P109XRAYDentsply Intl$652,7140.19%24,121CommonSOLE
682189105ONOn Semiconductor Corp.$645,7210.19%8,893CommonSOLE
125523100CICigna Corp$640,9140.19%1,850CommonSOLE
79466L302CRMSalesforce.com$633,9120.19%2,316CommonSOLE
502431109LHXL3Harris Tech$625,8360.19%2,631CommonSOLE
438516106HONHoneywell International Inc$612,0680.18%2,961CommonSOLE
674599105OXYOccidental Petroleum Corp$610,7490.18%11,850CommonSOLE
26884L109EQTEQT Corp.$607,4910.18%16,580CommonSOLE
002824100ABTAbbott Laboratories$601,2890.18%5,274CommonSOLE
98954M101ZGZillow Group Inc - A$585,6100.17%9,456CommonSOLE
955306105WSTWest Pharmaceutical Services$579,9090.17%1,932CommonSOLE
98978V103ZTSZoetis Inc.$567,9700.17%2,907CommonSOLE
74736L109QTWOQ2 Holdings Inc.$557,9910.16%6,995CommonSOLE
09062X103BIIBBiogen Inc$557,6780.16%2,877CommonSOLE
036752103ELVElevance Health Inc.$553,2800.16%1,064CommonSOLE
92343V104VZVerizon Communications Inc$550,7310.16%12,263CommonSOLE
534187109LNCLincoln National Corp$526,5010.16%16,709CommonSOLE
20825C104COPConocoPhillips$525,6630.16%4,993CommonSOLE
40637H109HALOHalozyme Therapeutics, Inc.$523,2880.15%9,142CommonSOLE
075887109BDXBecton Dickinson and Co$519,8120.15%2,156CommonSOLE
090572207BIOBio-Rad Labs-A$508,8960.15%1,521CommonSOLE
571903202MARMarriot International$504,6580.15%2,030CommonSOLE
949746101WMT2Wells Fargo & Co$498,0720.15%8,817CommonSOLE
717081103PFEPfizer Inc$496,4950.15%17,156CommonSOLE
666807102NOCNorthrop Grumman Corp$495,8580.15%939CommonSOLE
90353T100UBERUBER Technologies Inc.$488,6900.14%6,502CommonSOLE
109696104BCOThe Brinks Co.$488,1160.14%4,221CommonSOLE
75886F107REGNRegeneron Pharmaceuticals$482,5190.14%459CommonSOLE
060505104BACBank of America Corp$478,3030.14%12,054CommonSOLE
72352L106PINSPinterest Inc.$477,1010.14%14,739CommonSOLE
92338C103VLTOVeralto Corp$468,9170.14%4,192CommonSOLE
29358P101ENSGThe Ensign Group Inc.$464,6820.14%3,231CommonSOLE
73278L105POOLPool Corp$456,3050.13%1,211CommonSOLE
26614N102DDDuPont de Nemours Inc.$449,2930.13%5,042CommonSOLE
98956P102ZBHZimmer Biomet Holdings$449,1800.13%4,161CommonSOLE
N53745100LYBLyondell Basell Indu-Cl A$444,5920.13%4,636CommonSOLE
842587107SOSouthern Co/The$442,6030.13%4,908CommonSOLE
450056106IRTCiRhythm Technologies Inc.$433,1160.13%5,834CommonSOLE
963320106WHRWhirlpool Corp$431,5310.13%4,033CommonSOLE
29084Q100EMEEmcor Group Inc$427,9470.13%994CommonSOLE
37940X102GPNGlobal Payments Inc.$425,3500.13%4,153CommonSOLE
942749102WTSWatts Water Tech Cl-A$422,0460.12%2,037CommonSOLE
12621E103CNOCNO Financial Group Inc$416,1460.12%11,856CommonSOLE
962166104WYWeyerhaeuser Corp$406,9630.12%12,019CommonSOLE
61945C103MOSThe Mosaic Company$405,6630.12%15,148CommonSOLE
039483102ADMArcher-Daniels Midland$404,9770.12%6,779CommonSOLE
45337C102INCYIncyte Corp.$397,7900.12%6,018CommonSOLE
172967424CCitigroup Inc$394,1300.12%6,296CommonSOLE
574599106MASMasco Corp.$393,0070.12%4,682CommonSOLE
343412102FLRFluor Corporation$391,4130.12%8,204CommonSOLE
02376R102AALAmerican Airlines Group Inc$391,3660.12%34,819CommonSOLE
127097103CTRACoterra Energy Inc.$383,9900.11%16,033CommonSOLE
31620M106FISFidelity National Info Serv In$380,7270.11%4,546CommonSOLE
252131107DXCMDexcom Inc.$380,5190.11%5,676CommonSOLE
679580100ODFLOld Dominion Freight Line$379,4020.11%1,910CommonSOLE
26441C204DUKDuke Energy Corp$378,7600.11%3,285CommonSOLE
58506Q109MEDPMedpace Holdings, Inc.$374,8570.11%1,123CommonSOLE
285512109EAElectronic Arts Inc.$374,3780.11%2,610CommonSOLE
20030N101CMCSAComcast Corp.-Cl A$372,7970.11%8,925CommonSOLE
464287655IWMIShares Russell 2000 ETF$368,8860.11%1,670CommonSOLE
852234103XYZSquare Inc.-A$364,4490.11%5,429CommonSOLE
29275Y102ENSEnersys$360,6450.11%3,534CommonSOLE
458140100INTCIntel Corp$359,7360.11%15,334CommonSOLE
172755100CRUSCirrus Logic Inc.$359,5880.11%2,895CommonSOLE
09239B109BLBlackline Inc.$358,5750.11%6,503CommonSOLE
819047101SHAKShake Shack Inc.-Class A$354,8360.10%3,438CommonSOLE
89832Q109TFCTruist Financial Corp$350,7140.10%8,200CommonSOLE
615394202MOG/AMoog Inc-Class A$347,6760.10%1,721CommonSOLE
609207105MDLZMondelez International Inc-A$347,1330.10%4,712CommonSOLE
22052L104CTVACorteva Inc.$345,0390.10%5,869CommonSOLE
859241101STRLSterling Infrastructure$341,0870.10%2,352CommonSOLE
929042109VNOVornado Realty Trust$339,8250.10%8,625CommonSOLE
42226A107HQYHealthequity Inc$339,0230.10%4,142CommonSOLE
882681109TXRHTexas Roadhouse Inc$337,4830.10%1,911CommonSOLE
829073105SSDSimpson Man. Co.$336,8260.10%1,761CommonSOLE
28176E108EWEdwards Lifesciences Corp.$336,4830.10%5,099CommonSOLE
816300107SIGISelective Insurance Group$326,7370.10%3,502CommonSOLE
46269C102IRDMIridium Communications Inc.$323,7750.10%10,633CommonSOLE
375558103GILDGilead Sciences Inc$321,1910.09%3,831CommonSOLE
007973100AEISAdvance Energy Ind.$320,2450.09%3,043CommonSOLE
929236107WDFCWD 40 Company$319,7710.09%1,240CommonSOLE
85254J102STAGStag Industrial, Inc.$316,6290.09%8,100CommonSOLE
74319R101PRGPROG Holdings, Inc.$316,0580.09%6,518CommonSOLE
03820C105AITApplied Industrial Tech Inc.$315,5060.09%1,414CommonSOLE
806857108SLBSchlumberger LTD$314,8770.09%7,506CommonSOLE
05368V106AVNTAvient Corp.$311,2800.09%6,186CommonSOLE
55024U109LITELumentum Holdings Inc$311,1320.09%4,909CommonSOLE
477143101JBLUJetBlue Airlines$304,3910.09%46,401CommonSOLE
934423104WBDWarner Bros Discovery Inc.$303,5610.09%36,795CommonSOLE
83088M102SWKSSkyworks Solutions Inc$303,5200.09%3,073CommonSOLE
78454L100SMSM Energy$303,0130.09%7,581CommonSOLE
589378108MRCYMercury Systems Inc.$298,6640.09%8,072CommonSOLE
462260100IOVAIovance Biotherapeutics Inc.$292,7050.09%31,172CommonSOLE
29414B104EPAMEPAM Systems$289,5890.09%1,455CommonSOLE
14040H105COFCapital One Financial Corp$287,3320.08%1,919CommonSOLE
05465C100AXAxos Financial, Inc.$277,6780.08%4,416CommonSOLE
925550105VIAVViavi Solutions Inc$277,1490.08%30,726CommonSOLE
043436104ABGAsbury Automotive Grp.$274,8560.08%1,152CommonSOLE
90278Q108UFPIUFP Industries, Inc.$274,7540.08%2,094CommonSOLE
09073M104TECHBio-Techne Corp.$272,1620.08%3,405CommonSOLE
314211103FHIFederated Hermes Inc.$262,6110.08%7,142CommonSOLE
008073108AVAVAeroviroment Inc.$261,4520.08%1,304CommonSOLE
227046109CROXCrocs, Inc.$252,8380.07%1,746CommonSOLE
G037AX101AMBAAmbarella Inc$250,2130.07%4,436CommonSOLE
88162G103TTEKTetra Tech Inc$247,8260.07%5,255CommonSOLE
26875P101EOGEOG Resources Inc$247,4580.07%2,013CommonSOLE
464287689IWVIShares Russell 3000 ETF$246,6810.07%755CommonSOLE
55305B101MHOM/I Homes Inc$245,5590.07%1,433CommonSOLE
436893200HOMBHome Bancshares Inc$243,7560.07%8,998CommonSOLE
406216101HALHalliburton Co$243,2940.07%8,375CommonSOLE
42250P103DOCHealthpeak Properties Inc.$241,5300.07%10,561CommonSOLE
25525P107DHCDiversified Heathcare Trust.$240,7320.07%57,454CommonSOLE
46266C105IQVIqvia Holdings Inc.$231,9940.07%979CommonSOLE
004225108ACADAcadia Pharma$231,9610.07%15,082CommonSOLE
073685109BECNUSDBeacon Roofing Supply Inc$230,3360.07%2,665CommonSOLE
298736109EEFTEuronet Worldwide Inc.$224,6570.07%2,264CommonSOLE
346375108FORMFormfactor Inc.$222,9620.07%4,847CommonSOLE
19247G107COHRCoherent Inc.$222,6310.07%2,504CommonSOLE
576485205MTDRMatador Resources Co.$219,0290.06%4,432CommonSOLE
78377T107RHPRyman Hospitality Prop.$218,9840.06%2,042CommonSOLE
75737F108RDFNRedfin Corp.$214,8520.06%17,147CommonSOLE
201723103CMCCommercial Metals Co$214,1240.06%3,896CommonSOLE
78709Y105SAIASaia Inc.$213,8200.06%489CommonSOLE
88224Q107TCBITexas Capital Bancshares Inc$212,0930.06%2,968CommonSOLE
G65431127NENoble Corp$210,8410.06%5,834CommonSOLE
500643200KFYKorn Ferry$208,5650.06%2,772CommonSOLE
844741108LUVSouthwest Airlines Co$208,5360.06%7,038CommonSOLE
004498101ACIWACI Worldwide Inc$205,8400.06%4,044CommonSOLE
00191U102EFORASGN Incorporated$205,4790.06%2,204CommonSOLE
023939101AMTMAmentum Holdings Inc.$205,1740.06%6,362CommonSOLE
98585X104YETIYeti Holdings, Inc.$203,4270.06%4,958CommonSOLE
950755108WERNWerner Enterprises Inc.$202,5970.06%5,250CommonSOLE
919794107VLYValley National Bancorp$199,2020.06%21,987CommonSOLE
74965L101RLJRLJ Lodging Trust$198,3890.06%21,611CommonSOLE
319829107FCFFirst Commonwealth$197,4310.06%11,512CommonSOLE
G9001E128LILAKLiberty Latin America Ltd.$183,1190.05%19,296CommonSOLE
826917106SIGASIGA Technologies$174,3190.05%25,825CommonSOLE
70509V100PEBPebblebrook Hotel Trust$172,2150.05%13,017CommonSOLE
03152W109AM6Amicus Therapeutics Inc.$170,4850.05%15,963CommonSOLE
002121101ATENA10 Networks, Inc.$164,7460.05%11,409CommonSOLE
86745K104NOVAQSunnova Energy International$154,6130.05%15,874CommonSOLE
31188V100FSLYFastly Inc. A$147,9100.04%19,539CommonSOLE
43940T109HOPEHope Bancorp Inc.$145,6710.04%11,598CommonSOLE
98585N106YEXTYext Inc$141,4030.04%20,434CommonSOLE
92539P101Verve Therapeutics$133,1390.04%27,508CommonSOLE
257554105DOMODomo Inc.$130,0060.04%17,311CommonSOLE
405217100HAINHain Celestial Group Inc.$126,7320.04%14,685CommonSOLE
184499101CLNEClean Energy Fuels Corp.$103,4880.03%33,276CommonSOLE
G0508H110ALTMEURArcadium Lithium PLC.$94,4550.03%33,142CommonSOLE
53228F101LFSTLifeStance Health Grp.$88,3540.03%12,622CommonSOLE
030371108AVDAmerican Vanguard Corp$78,2120.02%14,757CommonSOLE
848577102SAVEEURSpirit Airlines Inc$50,2920.01%20,955CommonSOLE
70614W100PTONPeloton Interactive$48,6910.01%10,404CommonSOLE
68375N103OPKOpko Health Inc.$40,7230.01%27,331CommonSOLE
04965B100ATOMAtomera Inc.$30,3740.01%11,549CommonSOLE
69404D108PACBPacific Biosciences of Califor$22,1530.01%13,031CommonSOLE
867652406SPWRQSunpower Corp.$190.00%64,376CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.