Fund Holdings

CIM, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ASML HLDG NV
N Y REGISTRY SHS
2,55415,434+12,8802,732,06620,385,2502.95%+17,653,184
CUMMINS INC(CMI)5,04620,317+15,2712,575,73110,930,9521.58%+8,355,221
SPOTIFY TECHNOLOGY S A(SPOT)20,96138,425+17,46412,172,45618,632,8772.69%+6,460,421
DIREXION SHARES ETF TRUST
DAILY 20 YR TREA
0148,479+148,47905,547,1940.80%+5,547,194
STERLING INFRASTRUCTURE INC(STRL)1,33112,152+10,821407,5924,949,1450.72%+4,541,553
NEW YORK TIMES CO MTN BE(NYT)046,753+46,75303,914,6290.57%+3,914,629
KRYSTAL BIOTECH INC(KRYS)014,990+14,99003,872,2170.56%+3,872,217
FIVE BELOW INC(FIVE)012,287+12,28702,807,3340.41%+2,807,334
NOVO-NORDISK A S(NVO)216,085374,817+158,73210,994,42413,774,5111.99%+2,780,087
UBIQUITI INC(UI)03,282+3,28202,593,7320.38%+2,593,732
CINTAS CORP(CTAS)80,065103,144+23,07915,057,83617,445,7122.52%+2,387,876
EMCOR GROUP INC(EME)32,94030,021-2,91920,152,16822,164,4573.20%+2,012,289
CAMTEK LTD(CAMT)5,78115,536+9,755614,7812,355,4130.34%+1,740,632
HERSHEY CO(HSY)12,72519,292+6,5672,315,6964,010,6140.58%+1,694,918
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
419,857416,032-3,8255,563,1067,205,6691.04%+1,642,563
TEXAS PACIFIC LAND CORPORATI(TPL)8,2898,344+552,380,7663,959,7280.57%+1,578,962
COSTCO WHOLESALE CORPORATION(COST)21,75020,363-1,38718,755,75520,290,5312.93%+1,534,776
MODINE MFG CO(MOD)06,701+6,70101,452,1740.21%+1,452,174
EXXON MOBIL CORP28,13827,906-2323,386,0674,734,4480.68%+1,348,381
CLEAR SECURE INC(YOU)62,21659,414-2,8022,182,5432,876,2240.42%+693,681
GENERAC HLDGS INC(GNRC)10,2149,928-2861,392,8831,939,2360.28%+546,353
INTERNATIONAL SEAWAYS INC(INSW)07,427+7,4270541,2570.08%+541,257
NEXTPOWER INC16,55516,313-2421,442,1061,966,5320.28%+524,426
AEHR TEST SYS(AEHR)013,671+13,6710506,9210.07%+506,921
RUSH STREET INTERACTIVE INC(RSI)022,788+22,7880495,6390.07%+495,639
STOKE THERAPEUTICS INC(STOK)014,228+14,2280463,2640.07%+463,264
NEXTERA ENERGY INC(NEE)32,75432,478-2762,629,5113,016,5800.44%+387,069
ARGAN INC2,8042,312-492878,5911,259,3210.18%+380,730
SPX TECHNOLOGIES INC10,12411,917+1,7932,025,4072,382,6850.34%+357,278
FASTENAL CO(FAST)52,62752,601-262,111,9222,440,6860.35%+328,764
HAMILTON INSURANCE GROUP LTD(HG)11,88821,262+9,374331,675634,2450.09%+302,570
OLD DOMINION FREIGHT LINE IN(ODFL)8,1338,057-761,275,2541,574,3380.23%+299,084
MICRON TECHNOLOGY INC(MU)16,06114,429-1,6324,583,9704,874,6930.70%+290,723
MONOLITHIC PWR SYS INC(MPWR)1,9391,871-681,757,4322,045,6580.30%+288,226
PROSHARES TR
ULSH 20YRTRE NEW
35,61239,505+3,8932,383,8672,659,4770.38%+275,610
ISHARES TR168,789170,451+1,66218,551,54918,810,9222.72%+259,373
CATERPILLAR INC(CAT)0347+3470246,1130.04%+246,113
CACTUS INC(WHD)4,7729,792+5,020217,993463,8640.07%+245,871
LAM RESEARCH CORP(LRCX)01,143+1,1430244,2130.04%+244,213
M/I HOMES INC(MHO)1,7343,738+2,004221,865457,7180.07%+235,853
AT&T INC(T)07,606+7,6060220,4980.03%+220,498
CALIFORNIA RES CORP(CRC)8,8288,8280394,691611,0870.09%+216,396
PAYPAL HLDGS INC(PYPL)04,621+4,6210209,0080.03%+209,008
APPLIED MATLS INC0602+6020205,7580.03%+205,758
SPDR GOLD TR(GLD)6,8036,696-1072,696,0972,881,2220.42%+185,125
CBOE GLOBAL MKTS INC(CBOE)7,3217,179-1421,837,5712,017,8020.29%+180,231
POWELL INDS INC(POWL)938874-64299,016472,9040.07%+173,888
CMS ENERGY CORP(CMS)19,56119,429-1321,367,9011,507,3020.22%+139,401
GOLD FIELDS LTD(GFI)59,80160,324+5232,610,9122,738,7170.40%+127,805
STRIDE INC(LRN)4,5274,706+179293,938414,9280.06%+120,990
ISHARES TR2,4603,341+881279,744395,7340.06%+115,990
ARCH CAP GROUP LTD
ORD
19,24820,418+1,1701,846,3111,959,9660.28%+113,655
PAYPAL HLDGS INC(PYPL)(Call)02,300+2,3000104,029+104,029
GE VERNOVA INC(GEV)4044040264,042352,6520.05%+88,610
FLEXSHARES TR
ULTR SHO INC FD
77,76078,818+1,0585,860,7645,943,4680.86%+82,704
PIMCO ETF TR
ENHAN SHRT MA AC
45,86746,417+5504,602,2974,668,1910.67%+65,894
PACKAGING CORP AMER(PKG)11,34211,317-252,339,1122,401,7470.35%+62,635
SPDR SERIES TRUST
ST STR CONV ETF
43,96843,472-4963,921,9883,978,5880.58%+56,600
WISDOMTREE TR(WT)91,13492,133+9994,585,8624,637,9910.67%+52,129
AMETEK INC7,8297,734-951,607,3721,657,8600.24%+50,488
FIDELITY WISE ORIGIN BITCOIN(FBTC)11,22215,142+3,920855,453893,8320.13%+38,379
CORCEPT THERAPEUTICS INC(CORT)6,6006,6000229,680266,0460.04%+36,366
ISHARES TR26,59526,597+21,785,3221,821,0970.26%+35,775
AAON INC5,4295,4290413,994449,2900.06%+35,296
CATALYST PHARMACEUTICALS INC(CPRX)22,55622,5560526,457558,4870.08%+32,030
SPDR SERIES TRUST
ST STR BLO 1 ETF
49,36249,557+1954,510,7404,541,3970.66%+30,657
MCGRATH RENTCORP(MGRC)4,3204,3200453,297476,4210.07%+23,124
WW GRAINGER INC(GWW)2702700272,444294,5190.04%+22,075
TRANE TECHNOLOGIES PLC(TT)7857850305,522327,1410.05%+21,619
STARBUCKS CORP(SBUX)3,6493,661+12307,282327,9590.05%+20,677
SAIA INC(SAIA)7407400241,625259,9470.04%+18,322
SIMON PPTY GROUP INC NEW(SPG)12,59212,594+22,330,9052,349,1590.34%+18,254
AMER STATES WTR CO5,2475,2470380,310396,8060.06%+16,496
TRAVELERS COMPANIES INC(TRV)8,1458,147+22,362,5392,376,3170.34%+13,778
ISHARES TR6,3266,3260346,095359,2540.05%+13,159
ISHARES TR2,6622,6620319,919330,9130.05%+10,994
VANGUARD INTL EQUITY INDEX F2,5392,542+3363,915370,5980.05%+6,683
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
7,2657,498+233214,676221,1120.03%+6,436
NOVO-NORDISK A S(NVO)(Call)0100+10003,675+3,675
INVESCO EXCHANGE TRADED FD T
FINL PFD ETF
27,52228,491+969389,160392,0360.06%+2,876
ISHARES TR1,2281,232+4260,422260,1370.04%-285
ISHARES TR4,5904,588-2470,646469,1110.07%-1,535
NUVEEN N Y MUN VALUE FD14,04914,0490120,316117,3090.02%-3,007
VERTEX PHARMACEUTICALS INC(VRTX)6296290285,163280,8740.04%-4,289
STATE STR SPDR DOW JONES IND(DIA)1,4681,492+24705,477691,0790.10%-14,398
SHERWIN WILLIAMS CO(SHW)7,0657,075+102,289,2992,267,9180.33%-21,381
ISHARES TR2,6282,663+35323,927301,2120.04%-22,715
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
11,31810,413-905256,240232,6260.03%-23,614
VANGUARD INDEX FDS653645-8409,516385,4200.06%-24,096
ISHARES TR42,80243,032+2303,451,1423,423,6010.49%-27,541
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
13,53513,208-327590,686561,8860.08%-28,800
TECNOGLASS INC(TGLS)5,3185,354+36267,611238,5350.03%-29,076
DRDGOLD LIMITED(DRD)17,77517,776+1551,203522,0880.08%-29,115
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
19,53620,875+1,339868,773838,9720.12%-29,801
DECKERS OUTDOOR CORP(DECK)12,07412,207+1331,251,7121,221,7990.18%-29,913
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
14,29014,158-132574,900543,9630.08%-30,937
SELECT SECTOR SPDR TR
ST STR FINL ETF
4,7204,609-111258,514227,5460.03%-30,968
NAPCO SEC TECHNOLOGIES INC(NSSC)12,61312,526-87525,944493,3930.07%-32,551
ISHARES TR100,789100,687-1029,597,1679,560,2301.38%-36,937
CLEARWATER ANALYTICS HLDGS I68,85668,592-2641,660,8071,622,2010.23%-38,606
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