CIK 1343916
IMS Capital Management
Institutional 13F holdings & portfolio
Holdings
147
Portfolio Value
$1M+
Latest Report
Sep 30, 2025
Report Periods
6
Holdings
13F filings as of Sep 30, 2025 · Showing 1–50 of 147
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 54K | $1M+ | SH |
| IWF | ISHARES TR | 26K | $1M+ | SH |
| AMZN | AMAZON COM INC | 47K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 20K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 55K | $1M+ | SH |
| GOOG | ALPHABET INC | 34K | $1M+ | SH |
| META | META PLATFORMS INC | 9K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 48K | $1M+ | SH |
| IWP | ISHARES TR | 28K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 4K | $1M+ | SH |
| V | VISA INC | 10K | $1M+ | SH |
| AVGO | BROADCOM INC | 10K | $1M+ | SH |
| GOOGL | ALPHABET INC | 13K | $1M+ | SH |
| JELD | JELD-WEN HLDG INC | 627K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 9K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 10K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 31K | $1M+ | SH |
| DVY | ISHARES TR | 18K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 7K | $1M+ | SH |
| NVR | NVR INC | 284 | $1M+ | SH |
| HD | HOME DEPOT INC | 6K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 12K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 50K | $1M+ | SH |
| BROS | DUTCH BROS INC | 42K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 42K | $1M+ | SH |
| CAT | CATERPILLAR INC | 4K | $1M+ | SH |
| PAYX | PAYCHEX INC | 16K | $1M+ | SH |
| MCO | MOODYS CORP | 4K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 4K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 10K | $1M+ | SH |
| PFE | PFIZER INC | 77K | $1M+ | SH |
| GE | GE AEROSPACE | 7K | $1M+ | SH |
| ABBV | ABBVIE INC | 8K | $1M+ | SH |
| TJX | TJX COS INC NEW | 12K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 8K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 8K | $1M+ | SH |
| VST | VISTRA CORP | 8K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 3K | $1M+ | SH |
| WMT | WALMART INC | 15K | $1M+ | SH |
| BLK | BLACKROCK INC | 1K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| USB | US BANCORP DEL | 30K | $1M+ | SH |
| BA | BOEING CO | 7K | $1M+ | SH |
| QCOM | QUALCOMM INC | 8K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 19K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 14K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 26K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |