account_balance
Investment manager · 13F filer · SEC CIK 1364725
Cim, LLC
Reported value$773Mas of Jun 30, 2026
Positions169 20 new, 17 sold out
Top 10 weight34.7%NVDA alone is 6%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
5.7%Trimmed −6%
ASMLASML Holding NV
3.8%Trimmed −4%
GOOGLAlphabet Inc.
3.6%Trimmed −20%
ISTBiShares Tr
3.5%
ANETArista Networks, Inc.
3.4%Trimmed −11%
MNSTMonster Beverage Corp
3.1%Trimmed −6%
CMICummins Inc
3.1%Added +66%
EMEEmcor Group, Inc.
3.0%Trimmed −5%
BRK-BBerkshire Hathaway Inc
2.9%
AMZNAmazon.com Inc
2.6%Trimmed −5%
PGRProgressive Corp
2.4%
TIPiShares Tr
2.4%
NVDANVIDIA Corp
5.7%Trimmed −6%
ASMLASML Holding NV
3.8%
GOOGLAlphabet Inc.
3.6%
ISTBiShares Tr
3.5%
ANETArista Networks, Inc.
3.4%−11%
MNSTMonster Beverage Corp
3.1%−6%
CMICummins Inc
3.1%
EMEEmcor Group, Inc.
3.0%
BRK-BBerkshire Hathaway Inc
2.9%
AMZNAmazon.com Inc
2.6%
PGRProgressive Corp
2.4%
TIPiShares Tr
2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 5.7% Trimmed −6%ASML ASML Holding NV 3.8% Trimmed −4%GOOGL Alphabet Inc. 3.6% Trimmed −20%
ISTB iShares Tr 3.5% Held
ANET Arista Networks, Inc. 3.4% Trimmed −11%MNST Monster Beverage Corp 3.1% Trimmed −6%CMI Cummins Inc 3.1% Added +66%EME Emcor Group, Inc. 3.0% Trimmed −5%BRK-B Berkshire Hathaway Inc 2.9% HeldAMZN Amazon.com Inc 2.6% Trimmed −5%PGR Progressive Corp 2.4% HeldTIP iShares Tr 2.4% Held
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.