CIM Discloses $673 Million in Equity Holdings
The investment firm reported no partnerships with other managers and remains independently accountable for its portfolio.
June 06, 2025
CIM Reports First Quarter Equity Holdings Totaling $673 Million
CIM, LLC reported $673.1 million in equity positions for the first quarter of 2025, according to its latest disclosure with the SEC. Spanning 159 individual holdings, the report offers a clear view of how the firm is allocating capital and managing its book.
Every position listed in the filing sits under CIM’s direct management. There are no other firms involved, no shared oversight, and no offloaded portions. That simplifies the picture: what’s reported is exactly what CIM controls. For clients and observers, it means there's a single source of accountability and a direct line of sight into the firm’s investment strategy.
Based in Albany, NY, CIM submitted this report as a 13F Holdings Report —covering only the assets it manages internally. The document, finalized and signed by Compliance and Communications Manager Joseph Alteri, confirms the data is current as of March 31, 2025.
The total value of all listed positions came in just over $673 million. While this summary doesn't break down individual securities, the full report contains line-by-line holdings, including:
- Issuer names
- Share counts
- Market values
For institutional investors and analysts tracking quarterly shifts in manager activity, this filing provides a straightforward snapshot of where CIM stood at the end of Q1. With a concentrated number of positions and full control over its portfolio, the firm offers a clear, self-managed footprint in today’s markets.
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