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Portfolio (Quarterly) Guide ↗

CIM INVESTMENT MANAGEMENT INC

· CIK 0001179791
13F Portfolio $375M AUM 251 positions Filed May 19, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 251 New
Page 13 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PEB Pebblebrook Hotel Trust Real Estate 12,287.0 $155K 0.04% NEW $12.63 +53.4%
242 RLJ RLJ Lodging Trust Real Estate 20,404.0 $151K 0.04% NEW $7.42 +51.8%
243 EXPI EXP World Holdings, Inc. Real Estate 23,446.0 $140K 0.04% NEW $5.99 -22.7%
244 SIGA SIGA Technologies Healthcare 24,379.0 $130K 0.04% NEW $5.35 -19.6%
245 OI Owens-Illinois Inc Consumer Cyclical 12,303.0 $129K 0.04% NEW $10.51 -14.1%
246 HOPE Hope Bancorp Inc. Financial Services 10,948.0 $122K 0.03% NEW $11.17 +16.7%
247 CLNE Clean Energy Fuels Corp. Energy 31,412.0 $78K 0.02% NEW $2.48 -23.8%
248 YEXT Yext Inc Technology 19,291.0 $74K 0.02% NEW $3.84 +5.5%
249 PTON Peloton Interactive Consumer Cyclical 10,124.0 $43K 0.01% NEW $4.29 +33.3%
250 AVD American Vanguard Corp Basic Materials 13,929.0 $35K 0.01% NEW $2.49 +6.0%
251 Contra Verve Therapeutic 27,072.0 NEW
Page 13 of 13  ·  251 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.7%
Communication Services 12.1%
Industrials 11.6%
Consumer Cyclical 9.4%
Healthcare 8.8%
Financial Services 7.9%
Consumer Defensive 5.1%
Basic Materials 4.0%
Real Estate 3.5%
Energy 3.4%