Ims Capital Management has filed its 13F form on June 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $213 Million distributed in 142 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jeld Wen Holding, Inc. with a value of $22.2M, Apple Inc. with a value of $11M, Ishares Russell 1000 Gr ETF with a value of $9.84M, Microsoft Corp with a value of $9.25M, and Amazon Com Inc with a value of $8.29M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $202M to 213M.

Below you can find more details about Ims Capital Management portfolio as well as his latest detailed transactions.

Portfolio value $213 Million
Technology: $38.4 Million
Industrials: $37.5 Million
ETFs: $33.6 Million
Financial Services: $26 Million
Consumer Cyclical: $25.1 Million
Healthcare: $20.8 Million
Communication Services: $16 Million
Consumer Defensive: $8.19 Million
Other: $7.82 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 142
  • Current Value $213 Million
  • Prior Value $202 Million
  • Filing
  • Period Q1 2024
  • Filing Date June 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 15 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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