HoldingsChannel.com
All Stocks Held By Cim LLC
As of  12/31/2019
   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC 54,405 -2,092 $15,976
     AAPL54,405-2,092$15,976
EDWARDS LIFESCIENCES CORP 63,804 -10,831 $14,885
     EW63,804-10,831$14,885
NIKE INC 144,441 -340 $14,633
     NKE144,441-340$14,633
MASTERCARD INC 47,870 -4,983 $14,294
     MA47,870-4,983$14,294
CHIPOTLE MEXICAN GRILL INC 16,812 +147 $14,073
     CMG16,812+147$14,073
NOVO NORDISK A S 222,875 +23,310 $12,900
     NVO222,875+23,310$12,900
DISNEY WALT CO 87,870 +486 $12,709
     DIS87,870+486$12,709
TRACTOR SUPPLY CO 132,802 +1,649 $12,409
     TSCO132,802+1,649$12,409
FACEBOOK INC 60,321 +5,756 $12,381
     FB60,321+5,756$12,381
ECOLAB INC 64,034 +580 $12,358
     ECL64,034+580$12,358
INTUITIVE SURGICAL INC 20,226 +175 $11,957
     ISRG20,226+175$11,957
ALPHABET INC 8,319 +75 $11,142
     GOOGL8,319+75$11,142
BOOKING HLDGS INC 5,395 +80 $11,080
     BKNG5,395+80$11,080
PAYPAL HLDGS INC 100,191 +1,795 $10,838
     PYPL100,191+1,795$10,838
MONSTER BEVERAGE CORP NEW 169,997 +3,519 $10,803
     MNST169,997+3,519$10,803
CERNER CORP 145,206 +2,551 $10,657
     CERN145,206+2,551$10,657
AMAZON COM INC 5,599 +112 $10,346
     AMZN5,599+112$10,346
COGNIZANT TECHNOLOGY SOLUTIO 164,850 +28,730 $10,224
     CTSH164,850+28,730$10,224
BIOGEN INC 23,140 -53 $6,866
     BIIB23,140-53$6,866
PROGRESSIVE CORP OHIO 86,039 +6,073 $6,228
     PGR86,039+6,073$6,228
SPDR S&P 500 ETF TR (SPY) 18,592 UNCH $5,984
     SPY18,592UNCH$5,984
ISHARES TR (IYF) 41,692 +175 $5,744
     IYF41,692+175$5,744
SELECT SECTOR SPDR TR (XLF) 176,613 +4,620 $5,436
     XLF176,613+4,620$5,436
ISHARES TR (ACWX) 50,828 +65 $2,497
     ACWX50,828+65$2,497
KIRKLAND LAKE GOLD LTD 43,611 -4,570 $1,922
     KL43,611-4,570$1,922
ISHARES TR (IVV) 5,786 -34 $1,870
     IVV5,786-34$1,870
LULULEMON ATHLETICA INC 7,717 -192 $1,788
     LULU7,717-192$1,788
PAYCOM SOFTWARE INC 6,545 -46 $1,733
     PAYC6,545-46$1,733
VISA INC 7,873 -16 $1,479
     V7,873-16$1,479
COPART INC 16,057 +322 $1,460
     CPRT16,057+322$1,460
MICROSOFT CORP 9,205 -270 $1,452
     MSFT9,205-270$1,452
MCCORMICK & CO INC 8,486 +178 $1,440
     MKC8,486+178$1,440
FIVE BELOW INC 9,927 -71 $1,269
     FIVE9,927-71$1,269
ESSENT GROUP LTD 24,236 +660 $1,260
     ESNT24,236+660$1,260
VEEVA SYS INC 8,909 +80 $1,253
     VEEV8,909+80$1,253
HEXCEL CORP NEW 16,584 +215 $1,216
     HXL16,584+215$1,216
HEICO CORP NEW 10,544 +72 $1,204
     HEI10,544+72$1,204
CHURCH & DWIGHT INC 17,097 +554 $1,203
     CHD17,097+554$1,203
INTUIT 4,366 +66 $1,144
     INTU4,366+66$1,144
ALPHABET INC 808 +7 $1,080
     GOOG808+7$1,080
TREX CO INC 11,569 +1,929 $1,040
     TREX11,569+1,929$1,040
SKYWORKS SOLUTIONS INC 8,468 +117 $1,024
     SWKS8,468+117$1,024
SKECHERS U S A INC 23,437 +187 $1,012
     SKX23,437+187$1,012
THOR INDS INC 13,368 +2,720 $993
     THO13,368+2,720$993
GLOBANT S A 8,767 +8,767 $930
     GLOB8,767+8,767$930
OLD DOMINION FREIGHT LINE IN 4,892 +20 $928
     ODFL4,892+20$928
EURONET WORLDWIDE INC 5,798 +69 $914
     EEFT5,798+69$914
ICON PLC 5,107 +81 $880
     ICLR5,107+81$880
PAYLOCITY HLDG CORP 7,171 +495 $866
     PCTY7,171+495$866
EQUITY LIFESTYLE PPTYS INC 12,208 +6,296 $859
     ELS12,208+6,296$859
AMETEK INC NEW 8,569 +114 $855
     AME8,569+114$855
FORTINET INC 7,833 +157 $836
     FTNT7,833+157$836
NVR INC 219 +4 $834
     NVR219+4$834
THE TRADE DESK INC 3,201 +67 $832
     TTD3,201+67$832
TEXAS PAC LD TR 1,060 +79 $828
     TPL1,060+79$828
EPAM SYS INC 3,880 +72 $823
     EPAM3,880+72$823
ROSS STORES INC 7,072 +271 $823
     ROST7,072+271$823
TORO CO 9,819 +161 $782
     TTC9,819+161$782
SVB FINL GROUP 3,098 +225 $778
     SIVB3,098+225$778
ISHARES TR (IUSG) 11,382 +2 $770
     IUSG11,382+2$770
BROWN & BROWN INC 19,314 +19,314 $763
     BRO19,314+19,314$763
ADOBE INC 2,252 +5 $743
     ADBE2,252+5$743
ISHARES TR (IJH) 3,570 UNCH $735
     IJH3,570UNCH$735
MAXIMUS INC 9,501 +173 $707
     MMS9,501+173$707
ALIGN TECHNOLOGY INC 2,418 +54 $675
     ALGN2,418+54$675
NEW ORIENTAL ED & TECH GRP I 5,473 +5,473 $664
     EDU5,473+5,473$664
VANGUARD INDEX FDS (VNQ) 6,938 +364 $644
     VNQ6,938+364$644
SMITH A O CORP 13,254 +339 $631
     AOS13,254+339$631
SHERWIN WILLIAMS CO 1,052 +8 $614
     SHW1,052+8$614
SERVICENOW INC 2,163 -6 $611
     NOW2,163-6$611
ACCENTURE PLC IRELAND 2,771 +81 $583
     ACN2,771+81$583
SALESFORCE COM INC 3,482 +3,482 $566
     CRM3,482+3,482$566
UNION PACIFIC CORP 3,069 +138 $555
     UNP3,069+138$555
ABBOTT LABS 6,380 +190 $554
     ABT6,380+190$554
SPDR DOW JONES INDL AVRG ETF (DIA) 1,940 UNCH $553
     DIA1,940UNCH$553
MEDTRONIC PLC 4,845 +116 $550
     MDT4,845+116$550
CINTAS CORP 2,040 +2,040 $549
     CTAS2,040+2,040$549
ULTA BEAUTY INC 2,145 +82 $543
     ULTA2,145+82$543
UNITEDHEALTH GROUP INC 1,813 +94 $533
     UNH1,813+94$533
AFLAC INC 9,927 -44 $525
     AFL9,927-44$525
TJX COS INC NEW 8,606 +8,606 $525
     TJX8,606+8,606$525
EXXON MOBIL CORP 7,517 +180 $525
     XOM7,517+180$525
UNITED TECHNOLOGIES CORP 3,497 +66 $524
     UTX3,497+66$524
SELECT SECTOR SPDR TR (XLU) 8,115 +275 $524
     XLU8,115+275$524
HONEYWELL INTL INC 2,948 +68 $522
     HON2,948+68$522
HOME DEPOT INC 2,384 +87 $521
     HD2,384+87$521
JOHNSON & JOHNSON 3,561 -111 $519
     JNJ3,561-111$519
ISHARES TR (IUSV) 8,150 -7 $514
     IUSV8,150-7$514
WALMART INC 4,326 +45 $514
     WMT4,326+45$514
ISHARES TR (IWR) 8,598 +24 $513
     IWR8,598+24$513
ISHARES TR (IWM) 2,997 -3 $497
     IWM2,997-3$497
ARISTA NETWORKS INC 2,429 +54 $494
     ANET2,429+54$494
MCDONALDS CORP 2,389 +95 $472
     MCD2,389+95$472
ISHARES TR (EEM) 7,372 +33 $331
     EEM7,372+33$331
VANGUARD INDEX FDS (VUG) 1,688 +1,688 $308
     VUG1,688+1,688$308
OMEGA FLEX INC 2,603 -90 $279
     OFLX2,603-90$279
HANNON ARMSTRONG SUST INFR C 7,224 -85 $232
     HASI7,224-85$232
MEDPACE HLDGS INC 2,751 -10 $231
     MEDP2,751-10$231
SOLAREDGE TECHNOLOGIES INC 2,325 -1,090 $221
     SEDG2,325-1,090$221
FRESHPET INC 3,672 +3,672 $217
     FRPT3,672+3,672$217
INSIGHT ENTERPRISES INC 3,075 +3,075 $216
     NSIT3,075+3,075$216
AMERICAS CAR MART INC 1,949 +1,949 $214
     CRMT1,949+1,949$214
VANGUARD INDEX FDS (VTV) 1,765 +1,765 $212
     VTV1,765+1,765$212
NMI HLDGS INC 6,287 +6,287 $209
     NMIH6,287+6,287$209
CYBERARK SOFTWARE LTD 1,736 -10,630 $202
     CYBR1,736-10,630$202
BOOT BARN HLDGS INC 4,525 +4,525 $201
     BOOT4,525+4,525$201
OPERA LTD 16,605 +120 $154
     OPRA16,605+120$154
PAYSIGN INC 14,508 +130 $147
     PAYS14,508+130$147
EAST WEST BANCORP INC $0 (exited)
     EWBC0-13,331$0
INCYTE CORP $0 (exited)
     INCY0-14,335$0
KINSALE CAP GROUP INC 0 -2,140 $0 (exited)
     KNSL0-2,140$0

See Summary: Cim LLC Top Holdings
See Details: Top 10 Stocks Held By Cim LLC

EntityShares/Amount
Change
Position Value
Change
GLOB +8,767+$930
BRO +19,314+$763
EDU +5,473+$664
CRM +3,482+$566
CTAS +2,040+$549
TJX +8,606+$525
VUG +1,688+$308
FRPT +3,672+$217
NSIT +3,075+$216
CRMT +1,949+$214
EntityShares/Amount
Change
Position Value
Change
INCY -14,335-$1,064
EWBC -13,331-$590
KNSL -2,140-$221
EntityShares/Amount
Change
Position Value
Change
CTSH +28,730+$2,021
NVO +23,310+$2,583
ELS +6,296+$69
PGR +6,073+$51
FB +5,756+$2,664
XLF +4,620+$620
MNST +3,519+$1,137
THO +2,720+$390
CERN +2,551+$932
TREX +1,929+$163
EntityShares/Amount
Change
Position Value
Change
EW -10,831-$1,528
CYBR -10,630-$1,032
MA -4,983-$59
KL -4,570-$237
AAPL -2,092+$3,322
SEDG -1,090-$65
NKE -340+$1,035
MSFT -270+$135
LULU -192+$265
Size ($ in 1000's)
At 12/31/2019: $319,136
At 09/30/2019: $290,061

Cim LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cim LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Cim LLC | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.