CIM, LLC Q4 2025 Filing

Filed February 18, 2026

Portfolio Value

$762.0M

Holdings

171

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (171 positions)

#StockSharesValue% PortfolioType
101
MPWRMONOLITHIC PWR SYS INC
1,939$1.0M0.13%
102
AXONAXON ENTERPRISE INC
2,804$1.0M0.13%
103
WGSGENEDX HOLDINGS CORP
4,557$00.00%
104
CGCPCAPITAL GRP FIXED INCM ETF T
11,318$00.00%
105
PGFINVESCO EXCHANGE TRADED FD T
27,522$00.00%
106
GEVGE VERNOVA INC
404$00.00%
107
TGLSTECNOGLASS INC
5,318$00.00%
108
ORCLORACLE CORP
2,410$00.00%
109
UFPTUFP TECHNOLOGIES INC
1,985$00.00%
110
CGDGCAPITAL GROUP DIVIDEND VALUE
13,535$00.00%
111
SKWDSKYWARD SPECIALTY INS GROUP
9,209$00.00%
112
SAIASAIA INC
740$00.00%
113
CSWCSW INDUSTRIALS INC
1,591$00.00%
114
GWWWW GRAINGER INC
270$00.00%
115
VOOVANGUARD INDEX FDS
653$00.00%
116
STEPSTEPSTONE GROUP INC
4,939$00.00%
117
AAONAAON INC
5,429$00.00%
118
ODDODDITY TECH LTD
6,300$00.00%
119
TTTRANE TECHNOLOGIES PLC
785$00.00%
120
CPRXCATALYST PHARMACEUTICALS INC
22,556$00.00%
121
IBMINTERNATIONAL BUSINESS MACHS
1,012$00.00%
122
COCOVITA COCO CO INC
13,126$00.00%
123
CRCCALIFORNIA RES CORP
8,828$00.00%
124
CGUSCAPITAL GROUP CORE EQUITY ET
14,290$00.00%
125
EEMISHARES TR
6,326$00.00%
126
IUSVISHARES TR
4,590$00.00%
127
HRMYHARMONY BIOSCIENCES HLDGS IN
13,080$00.00%
128
WHDCACTUS INC
4,772$00.00%
129
LRNSTRIDE INC
4,527$00.00%
130
AWRAMER STATES WTR CO
5,247$00.00%
131
AGYSAGILYSYS INC
4,318$00.00%
132
DRDDRDGOLD LIMITED
17,775$00.00%
133
JPXAEROVIRONMENT INC
1,323$00.00%
134
IRMDIRADIMED CORP
8,314$00.00%
135
CHECHEMED CORP NEW
2,288$00.00%
136
VSSVANGUARD INTL EQUITY INDEX F
2,539$00.00%
137
HTDCORCEPT THERAPEUTICS INC
6,600$00.00%
138
CGXUCAPITAL GROUP INTL FOCUS EQT
7,265$00.00%
139
IEIINSIGHT ENTERPRISES INC
2,900$00.00%
140
IJSISHARES TR
2,460$00.00%
141
DUOLDUOLINGO INC
4,390$00.00%
142
SBUXSTARBUCKS CORP
3,649$00.00%
143
AMPHAMPHASTAR PHARMACEUTICALS IN
11,342$00.00%
144
CGGRCAPITAL GROUP GROWTH ETF
19,536$00.00%
145
IGSBISHARES TR
3,987$00.00%
146
CYBRCYBERARK SOFTWARE LTD
739$00.00%
147
ACMRACM RESH INC
16,184$00.00%
148
UFPIUFP INDUSTRIES INC
2,356$00.00%
149
STRLSTERLING INFRASTRUCTURE INC
1,331$00.00%
150
VRTXVERTEX PHARMACEUTICALS INC
629$00.00%
151
POWLPOWELL INDS INC
938$00.00%
152
MGRCMCGRATH RENTCORP
4,320$00.00%
153
TSLATESLA INC
704$00.00%
154
AGXARGAN INC
2,804$00.00%
155
NSSCNAPCO SEC TECHNOLOGIES INC
12,613$00.00%
156
POOLPOOL CORP
3,529$00.00%
157
NNYNUVEEN N Y MUN VALUE FD
14,049$00.00%
158
GEGE AEROSPACE
1,621$00.00%
159
IVEISHARES TR
1,228$00.00%
160
VITLVITAL FARMS INC
12,061$00.00%
161
HGHAMILTON INSURANCE GROUP LTD
11,888$00.00%
162
IVWISHARES TR
2,628$00.00%
163
CAMTCAMTEK LTD
5,781$00.00%
164
IJRISHARES TR
2,662$00.00%
165
DONSPDR DOW JONES INDL AVERAGE
1,468$00.00%
166
XLISELECT SECTOR SPDR TR
2,560$00.00%
167
DAVEDAVE INC
2,253$00.00%
168
MHOM/I HOMES INC
1,734$00.00%
169
VVISA INC
1,438$00.00%
170
FBTCFIDELITY WISE ORIGIN BITCOIN
11,222$00.00%
171
XLFSELECT SECTOR SPDR TR
4,720$00.00%
PreviousPage 2 of 2