IMS Capital Management 13F Holdings

CIK 0001343916 · PORTLAND, OR

As of Sep 30, 2025, IMS Capital Management reported 147 positions worth $216.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology54,248 3.8M6.37%
ISHARES RUSSELL 1000 GROWTH ETFIWF—26,198 2.3M5.66%
AMAZON.COM INCAMZNEquity47,096 0.3M4.77%
MICROSOFT CORPMSFTTechnology19,788 0.2M4.73%
NVIDIA CORPNVDATechnology54,912 0.2M4.73%
ALPHABET INCGOOGEquity33,510$8.2M3.76%
META PLATFORMS INCMETACommunication Services8,615$6.3M2.92%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services9,310$4.7M2.16%
VANGUARD TOTAL STOCK MKT ETFVTI—13,204$4.3M2.00%
WELLS FARGO & COMPANYWFCFinancial Services48,267$4.0M1.87%
ISHARES RUSSELL MID-CAP GROWTH ETFIWP—27,675$3.9M1.82%
COSTCO WHOLESALE CORPCOSTConsumer Defensive3,871$3.6M1.65%
VISA INC-CLASS A SHARESVFinancial Services10,271$3.5M1.62%
BROADCOM INCAVGOTechnology10,495$3.5M1.60%
ALPHABET INCGOOGLEquity13,201$3.2M1.48%
JELD-WEN HOLDING INCJELDBasic Materials626,990$3.1M1.42%
JPMORGAN CHASE & COJPMFinancial Services9,082$2.9M1.32%
AUTOMATIC DATA PROCESSING INCADPIndustrials9,555$2.8M1.29%
STARBUCKS CORPSBUXConsumer Cyclical31,175$2.6M1.22%
ISHARES SELECT DIVIDEND ETFDVY—17,691$2.5M1.16%
UNITEDHEALTH GROUP INCUNHHealthcare7,273$2.5M1.16%
NVR INCNVRConsumer Cyclical284$2.3M1.05%
HOME DEPOT INCHDConsumer Cyclical5,606$2.3M1.05%
JOHNSON & JOHNSONJNJHealthcare12,008$2.2M1.03%
VERIZON COMMUNICATIONS INCBACCommunication Services50,363$2.2M1.02%