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Cim, LLC

CIK:0001364725
Investment Adviser
$751M AUM
168 holdings
Albany, NY, US
Founded:2007
12 employees
Latest filing:Jun 30, 2025

CIM, LLC is an asset management and investment advisory firm headquartered in Albany, NY. Founded in 2007, the firm currently oversees hundreds of millions in assets and serves a diverse client base including high net worth individuals, pension and profit sharing plans, charitable organizations, other advisers, and corporations. The team comprises a dozen professionals (primarily investment-focused) who provide discretionary and non-discretionary advisory services. CIM, LLC specializes in managing liquid portfolios and supporting financial growth and retirement solutions for its clients.

Investment Strategy

CIM, LLC offers investment advisory services with a focus on portfolio management for individuals (especially high net worth), pension/profit sharing plans, insurance companies, other advisers, and select organizations. The firm employs both discretionary and non-discretionary approaches, constructing portfolios with diverse holdings across large-cap equities, technology, and other sectors. Their investment philosophy balances risk and return and aims for long-term asset growth through a disciplined selection process and sector diversification.

Top Buys
S
SPOTSPOTIFY TECHNOLOGY S A
+$16.7M
C
CTASCINTAS CORP
+$9.9M
N
NVDANVIDIA CORPORATION
+$9.0M
A
ANETARISTA NETWORKS INC
+$5.4M
E
EMEEMCOR GROUP INC
+$4.0M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$20.2M
P
PGRPROGRESSIVE CORP
-$5.3M
C
CHDCHURCH & DWIGHT CO INC
-$3.9M
E
ELSEQUITY LIFESTYLE PPTYS INC
-$3.0M
C
CPRTCOPART INC
-$2.7M

Top Holdings

N
NVDANVIDIA CORPORATION
+5.1%$38.1M
S
SPOTSPOTIFY TECHNOLOGY S A
+3.9%$29.0M
I
ISTBISHARES TR
+3.7%$27.4M
M
METAMETA PLATFORMS INC
+3.6%$26.4M
C
CMGCHIPOTLE MEXICAN GRILL INC
+3.2%$23.9M

Equity Positions (167)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION5.13%$38.1M241,315$30.89$157.99+$9.0M
S
SPOT
SPOTIFY TECHNOLOGY S A3.91%$29.0M37,814$596.49$767.34+$16.7M
I
ISTB
ISHARES TR3.69%$27.4M563,058$49.44$48.65+$783.6K
M
META
META PLATFORMS INC3.56%$26.4M35,808$121.53$738.09+$3.6M
C
CMG
CHIPOTLE MEXICAN GRILL INC3.22%$23.9M426,240$7.90$56.15+$2.5M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+8.9%
FIRE, MARINE & CASUALTY INSURANCE
+7.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.0%
SEMICONDUCTORS & RELATED DEVICES
+5.9%
SERVICES-BUSINESS SERVICES, NEC
+4.2%