CIM, LLC — 13F holdings

CIM, LLC reported 171 holdings worth $773M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $43.9M (5.7%)
2. ASML ASML HOLDING N V — $29.6M (3.8%)
3. GOOGL ALPHABET INC — $28.0M (3.6%)
4. ISTB ISHARES TR — $26.7M (3.5%)
5. ANET ARISTA NETWORKS INC — $26.1M (3.4%)
6. MNST MONSTER BEVERAGE CORP NEW — $24.1M (3.1%)
7. CMI CUMMINS INC — $24.1M (3.1%)
8. EME EMCOR GROUP INC — $23.6M (3.0%)
9. BRK.B BERKSHIRE HATHAWAY INC DEL — $22.2M (2.9%)
10. AMZN AMAZON COM INC — $20.4M (2.6%)