13F Insight
DOSSIER · 13F-HR · Q3 2025

IMS Capital Management

$217M in tracked AUM across 147 positions as of Q3 2025.

IC
CIK 0001343916 · last filed Sep 30, 2025
Total AUM
$217M
as of Q3 2025
Holdings
147
—
positions
Whale Score
40
40
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

IMS Capital Management filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$14M54K6.4%02
IWF
ISHARES TR
$12M26K5.7%03
AMZN
AMAZON COM INC
$10M47K4.8%04
MSFT
MICROSOFT CORP
$10M20K4.7%05
NVDA
NVIDIA CORPORATION
$10M55K4.7%06
GOOG
ALPHABET INC
$8M34K3.8%07
META
META PLATFORMS INC
$6M9K2.9%08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$5M9K2.2%09
VTI
VANGUARD INDEX FDS
$4M13K2.0%10
WFC
WELLS FARGO CO NEW
$4M48K1.9%

Filing history

2025Q3Sep 30
$217M▲ 1.3%
147 positionsView →2025Q2Jun 30
$214M▲ 7.9%
151 positionsLocked2025Q1Mar 31
$198M▼ 8.1%
134 positionsLocked2024Q4Dec 31
$216M▼ 3.1%
135 positionsLocked2024Q3Sep 30
$223M▲ 3.7%
143 positionsLocked2024Q2Jun 30
$215M▼ 0.2%
141 positionsLocked2024Q1Mar 31
$215M▲ 5.6%
142 positionsLocked2023Q4Dec 31
$204M▲ 21.6%
145 positionsLocked2023Q3Sep 30
$168M▼ 7.0%
125 positionsLocked2023Q2Jun 30
$180M▲ 7.0%
127 positionsLocked2023Q1Mar 31
$168M▲ 7.3%
135 positionsLocked2022Q4Dec 31
$157M▲ 8.4%
138 positionsLocked
Showing 12 of 78