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Filers›Hedge Fund›IMS Capital Management
DOSSIER · 13F-HR · Q3 2025

IMS Capital Management

IMS's hedge fund based in Boston, MA — $217M in tracked AUM across 147 positions as of Q3 2025.

I
IMS·Boston, MA·Hedge Fund
CIK 0001343916 · last filed Sep 30, 2025
Total AUM
$217M
▼ 19.8%
vs prior
Holdings
147
—
positions
Whale Score
40
40
tracked
Activity
—
no data
changes this Q
Top sector
Tech
13% weight
concentration
AI Analysis · Q3 2025 · 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

Filing history loading…
AI Agent · grounded in IMS
haiku-4-5 · 147 positions indexed
Sector mix
  • Tech13%
  • Financials45%
  • Cons. Disc.12%
  • Communications20%
  • Industrials4%
  • Energy8%
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