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Showing Q3 2025 data
IMS Capital Management's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
IMS Capital Management
•CIK: 1343916•Filing: Q3 2025
**IMS Capital Management** is a quantitative-driven hedge fund managing $217M across 147 distinct positions. The portfolio exhibits a significant concentration in mega-cap technology names, with top holdings including AAPL ($13.8M), IWF ($12.3M), and AMZN ($10.3M). Further allocations are notable in MSFT ($10.2M), NVDA ($10.2M), and GOOG ($8.2M), suggesting a core focus on established growth leaders. This structure indicates a systematic approach targeting large-cap technology and market infrastructure plays.
Total AUM
$216.8M
QoQ Performance
+0.0%
Positions
129
Top 10 Concentration
39.0%
Latest Filing
Q3 2025
Top Holdings Allocation
AAPL
IWF
AAPL6.4%
IWF5.7%
AMZN4.8%
MSFT4.7%
NVDA4.7%
GOOG3.8%
META2.9%
BRK/B2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other37.0%
Technology28.0%
Consumer11.0%
Financial11.0%
Healthcare6.1%
Industrial3.4%
Materials1.0%
Communication0.9%
🚪 Exited Positionssold since Q2 2025
+11 more exited positions
Changes from Q2 2025
NEW6 new positions
↑19 increased
↓85 decreased
Historical Filings
Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024