CIM, LLC

Institutional manager (13F) · CIK 1364725

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $575M

#	Issuer	Value	Shares
1	NVIDIA CORPORATION	$40M	231,977
2	ALPHABET INC	$28M	98,060
3	ISHARES TR	$27M	551,770
4	EMCOR GROUP INC	$22M	30,021
5	BERKSHIRE HATHAWAY INC DEL	$21M	44,776
6	ARISTA NETWORKS INC	$21M	172,263
7	ASML HLDG NV	$20M	15,434
8	COSTCO WHOLESALE CORPORATION	$20M	20,363
9	MONSTER BEVERAGE CORP NEW	$19M	266,090
10	ISHARES TR	$19M	170,451
11	AMAZON COM INC	$19M	89,777
12	SPOTIFY TECHNOLOGY S A	$19M	38,425
13	MASTERCARD INCORPORATED	$18M	36,384
14	META PLATFORMS INC	$18M	31,610
15	APPLE INC	$18M	69,169
16	INTUITIVE SURGICAL INC	$18M	38,030
17	CINTAS CORP	$17M	103,144
18	PROGRESSIVE CORP	$17M	86,334
19	SYNOPSYS INC	$15M	37,285
20	NOVO-NORDISK A S	$14M	374,817
21	INTUIT	$13M	29,207
22	INVESCO EXCH TRADED FD TR II	$11M	552,752
23	CUMMINS INC	$11M	20,317
24	ISHARES TR	$10M	100,687
25	CHIPOTLE MEXICAN GRILL INC	$9M	266,691
26	INVESCO ACTVELY MNGD ETC FD	$7M	416,032
27	COMFORT SYS USA INC	$7M	5,116
28	ISHARES TR	$6M	209,989
29	FLEXSHARES TR	$6M	78,818
30	CELESTICA INC	$6M	19,901
31	DIREXION SHARES ETF TRUST	$6M	148,479
32	STERLING INFRASTRUCTURE INC	$5M	12,152
33	MICRON TECHNOLOGY INC	$5M	14,429
34	EXXON MOBIL CORP	$5M	27,906
35	PIMCO ETF TR	$5M	46,417
36	WISDOMTREE TR	$5M	92,133
37	SPDR SERIES TRUST	$5M	49,557
38	HERSHEY CO	$4M	19,292
39	SPDR SERIES TRUST	$4M	43,472
40	TEXAS PACIFIC LAND CORPORATI	$4M	8,344
41	NEW YORK TIMES CO MTN BE	$4M	46,753
42	KRYSTAL BIOTECH INC	$4M	14,990
43	ISHARES TR	$4M	5,802
44	MICROSOFT CORP	$4M	9,653
45	ISHARES TR	$3M	43,032
46	NEXTERA ENERGY INC	$3M	32,478
47	AMPHENOL CORP	$3M	22,852
48	SPDR GOLD TR	$3M	6,696
49	TAIWAN SEMICONDUCTOR MANUFAC	$3M	8,515
50	CLEAR SECURE INC	$3M	59,414

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.