$161 Million is the total value of IMS Capital Management's 158 reported holdings in Q1 2009. The portfolio turnover from Q4 2008 to Q1 2009 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2009 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2009-05-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 44 | Q1 2024 | 7.5% |
INTEL CORP | 44 | Q1 2024 | 2.7% |
DOLLAR TREE INC | 44 | Q1 2024 | 4.1% |
HOME DEPOT INC | 44 | Q1 2024 | 1.8% |
JOHNSON & JOHNSON | 44 | Q1 2024 | 2.1% |
PAYCHEX INC | 44 | Q1 2024 | 2.4% |
STARBUCKS CORP | 44 | Q1 2024 | 1.9% |
VERIZON COMMUNICATIONS INC | 44 | Q1 2024 | 1.9% |
DOMINOS PIZZA INC | 44 | Q1 2024 | 1.9% |
SERVICE CORP INTL | 44 | Q1 2024 | 2.0% |
View IMS Capital Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-21 |
13F-HR | 2024-06-13 |
13F-HR | 2024-04-02 |
13F-HR | 2023-10-10 |
13F-HR | 2023-09-14 |
13F-HR | 2023-09-14 |
13F-HR | 2023-02-22 |
13F-HR | 2022-11-17 |
13F-HR | 2022-07-13 |
13F-HR | 2022-04-08 |
View IMS Capital Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.