§ 13F · FUND PROFILE
IMS Capital Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $214M (13F)Positions · 151Turnover · — · Q2Filed · Jul 15, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 15, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 29K | $12M | 5.7% | −1% |
| 2 | AAPL | APPLE INC | 57K | $12M | 5.4% | −2% |
| 3 | AMZN | AMAZON COM INC | 50K | $11M | 5.2% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 22K | $11M | 5.2% | −1% |
| 5 | NVDA | NVIDIA CORPORATION | 55K | $9M | 4.1% | −1% |
| 6 | META | META PLATFORMS INC | 9K | $6M | 3.0% | ±0% |
| 7 | GOOG | ALPHABET INC | 34K | $6M | 2.8% | ±0% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 10K | $5M | 2.2% | ±0% |
| 9 | IWP | ISHARES TR | 33K | $5M | 2.1% | ±0% |
| 10 | VTI | VANGUARD INDEX FDS | 13K | $4M | 1.9% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IMS SIGNAL
AC read
IMS Capital Management is a Other fund managing $214 million in assets. The fund runs a portfolio of 151 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed