Ims Capital Management Portfolio Holdings

Ims Capital Management

  • $209 Million
  • Q2 2025

Ims Capital Management has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $209 Million distributed in 151 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $12.1M, Apple Inc. with a value of $11.6M, Amazon Com Inc with a value of $11M, Microsoft Corp with a value of $11M, and Nvidia Corp with a value of $8.71M.

Examining the 13F form we can see an increase of $14.1M in the current position value, from $195M to 209M. Also it can be appreciated an additional of 20 stocks purchases and 6 closed positions.

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

Portfolio value $209 Million
Technology: $44.9 Million
ETFs: $37.6 Million
Financial Services: $31.8 Million
Consumer Cyclical: $27.7 Million
Communication Services: $18.9 Million
Industrials: $18.6 Million
Healthcare: $14.5 Million
Consumer Defensive: $8.08 Million
Other: $6.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $209 Million
  • Prior Value $195 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 36 stocks
  • Sold out of 6 stocks
  • Reduced holdings in 67 stocks
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