IMS Capital Management - Portfolio overview

IMS Capital Management has 147 reported holdings in this dataset, with the latest filing dated 2025-11-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 6.37%
2. IWF - ISHARES TR, 5.66%
3. AMZN - AMAZON COM INC, 4.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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