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| Happy Holidays!! thanks for using AUM13F!! |
| IMS Capital Management Inc
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| CRD # | 105939 |
| SEC # | 801-33939 |
| CIK # | 0001343916 |
| AUM | $406.9 M (2025-03-21) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 503-788-4200 |
| Address | 8995 SE Otty Road Portland, OR 97086 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001343916 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.6 | ||
| Amazon Com Inc | 11.0 | ||
| Microsoft Corp | 11.0 | ||
| Nvidia Corp | 8.7 | ||
| Facebook Inc | 6.4 | ||
| Alphabet Inc | 6.0 | ||
| Wells Fargo & Co/MN | 4.0 | ||
| Costco Wholesale Corp /NEW | 3.9 | ||
| VISA Inc | 3.7 | ||
| US Bancorp de | 3.5 | ||
| Automatic Data Processing Inc | 3.0 | ||
| Dutch Bros Inc | 3.0 | ||
| Broadcom Inc | 2.9 | ||
| J P Morgan Chase & Co | 2.8 | ||
| Jeld-Wen Holding Inc | 2.7 | ||
| Starbucks Corp | 2.6 | ||
| Paychex Inc | 2.6 | ||
| Alphabet Inc | 2.3 | ||
| McGraw-hill Companies Inc | 2.2 | ||
| Home Depot Inc | 2.2 | ||
| Verizon Communications Inc | 2.2 | ||
| Moodys Corp /DE/ | 2.2 | ||
| NVR Inc | 2.1 | ||
| UnitedHealth Group Inc | 2.1 | ||
| Danaher Corp /DE/ | 2.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 236 | 194.4 |
| (b) Individuals (high net worth individuals) | 17 | 43.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 65.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.6 |
| (h) Charitable organizations | 13 | 19.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 70.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 14.4 |
| (n) Other | 0 | 0.0 |
| Total | 567 | 406.9 |
| By Discretionary | ||
| Discretionary | 514 | 390.3 |
| Non-Discretionary | 53 | 16.6 |
| Total | 567 | 406.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 406.9 | |
| Total | 567 | 406.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001343916] |
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|---|---|---|
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0.4 | |
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Primesolutions Advisors LLC
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