IC

IMS Capital Management

13F
IMS Capital Management
Last update 2024-12-18 143 Stocks (4 new)
Value $223.00 Mil Turnover 1 %
Countries:
Top Holdings: JELD(6.64%)AAPL(6.40%)IWF(5.10%)MSFT(4.30%)NVDA(4.13%)
Portfolio Report
Summary Stock Picks Current Portfolio
IMS Capital Management Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JELD 		JELD-WEN Holding Inc
935,187
14785.310
-1.79%
6.640
-0.11%
1.110
-47.28%
-5.49%
654.956
Construction
AAPL 		Apple Inc
61,162
14250.800
-1.01%
6.400
-0.07%
0.000
+3.52%
-5.42%
3580182.678
Hardware
IWF 		iShares Russell 1000 Growth ETF
30,247
11354.200
-0.67%
5.100
-0.04%
0.010
+5.09%
-0.85%
105550.372
 
MSFT 		Microsoft Corp
22,246
9572.290
+0.11%
4.300
0%
0.000
+0.95%
-0.60%
3114843.301
Software
NVDA 		NVIDIA Corp
75,780
9202.770
-0.19%
4.130
-0.01%
0.000
+0.82%
+1.21%
3328435.900
Semiconductors
AMZN 		Amazon.com Inc
48,008
8945.330
+2.30%
4.020
+0.09%
0.000
+17.30%
-0.21%
2302156.510
Retail - Cyclical
GOOG 		Alphabet Inc
33,879
5664.230
+0.40%
2.540
+0.01%
0.000
+18.51%
+1.43%
2357015.060
Interactive Media
META 		Meta Platforms Inc
9,252
5296.220
0%
2.380
0%
0.000
+5.57%
+5.18%
1554731.508
Interactive Media
BRK.B 		Berkshire Hathaway Inc
9,456
4352.400
-0.45%
1.960
-0.01%
0.000
-2.70%
-2.34%
954010.891
Insurance
IWP 		iShares Russell Mid-Cap Growth ETF
33,088
3880.930
0%
1.740
0%
0.020
+6.48%
+0.16%
17621.064
 

IMS Capital Management's Historical Top Holdings Breakdowns

IMS Capital Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DIS 		The Walt Disney Co2023-06-30Reduce
-1.25%
●
87.82 ($94.82) 102.97
$108.65
14.59%
Reduce -71.14%
8,553
-21,085
HLT 		Hilton Worldwide Holdings Inc2023-06-30Sold Out
-1.10%
●
136.08 ($142.35) 148.45
$240.69
69.08%
Sold Out
0
-13,200
JELD 		JELD-WEN Holding Inc2024-06-30Reduce
-0.94%
●
12.78 ($16.7) 21.42
$7.74
-53.65%
Reduce -9.14%
952,187
-95,728
ABNB 		Airbnb Inc2023-09-30Sold Out
-0.78%
●
124 ($138.06) 153.33
$129.63
-6.11%
Sold Out
0
-11,028
VST 		Vistra Corp2023-09-30Reduce
-0.78%
●
26.09 ($30.03) 34.06
$166.73
455.21%
Reduce -76.13%
16,784
-53,526
NVDA 		NVIDIA Corp2023-09-30Reduce
-0.78%
●
40.86 ($44.8) 49.36
$135.91
203.37%
Reduce -24.64%
101,560
-3,320
MRNA 		Moderna Inc2023-06-30Sold Out
-0.71%
●
118.5 ($133.72) 160.53
$42.25
-68.40%
Sold Out
0
-7,834
NUE 		Nucor Corp2023-06-30Sold Out
-0.68%
●
132.06 ($146.14) 163.98
$118.16
-19.15%
Sold Out
0
-7,397
UPS 		United Parcel Service Inc2023-06-30Reduce
-0.67%
●
166.61 ($177.81) 196.03
$123.28
-30.67%
Reduce -66.83%
2,865
-5,772
NKE 		Nike Inc2023-12-31Add
+0.65%
●
94.56 ($107.46) 122.64
$71.20
-33.74%
Add 121.04%
22,049
12,074

IMS Capital Management Total Holding History ($B)

To

IMS Capital Management's Asset Allocation

To

IMS Capital Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

IMS Capital Management's Hypothetical Growth since 2024-09-30

IMS Capital Management's Yearly Returns

Year Portfolio % % Excess Gain %

IMS Capital Management's Holdings Heat Map

Size field:

IMS Capital Management's Holdings Bubble Chart

IMS Capital Management News

  • 1

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