Cim Investment Management Inc Q2 2026 Portfolio Activity: Key Purchases and Sales Revealed

Cim Investment Management Inc has adjusted its portfolio holdings for the quarter ending June 30, 2026, reflecting strategic buying and selling activities. The investment firm, known for its focus on large-cap stocks, particularly within the Financial Services and Technology sectors, has seen its portfolio percentage allocation shift based on these changes.

Large Purchases

Cim Investment Management Inc significantly increased its stake in Bank of America Corp (BAC), acquiring an additional 30,795 shares, representing a 262.09% increase in holdings for this stock. This substantial purchase is detailed in the investor's filing, available at Cim Investment Management Inc. Beyond BAC, the investor also added new positions to several other companies this quarter, including Healthpeak Properties Inc. (DOC), BellRing Brands Inc. (BRBR), Devon Energy Corp (DVN), Healthcare Realty Trust Inc (HR), Old National Bancorp (ONB), Knowles Corp. (KN), and Viavi Solutions Inc (VIAV). These additions, each representing a 100% increase in shares, are linked to their respective company pages: DOC, BRBR, DVN, HR, ONN, KN, and VIAV.

Significant Sales

The investor reduced its positions in several large-cap index funds and Technology stocks during Q2 2026. Notably, Cim Investment Management Inc decreased its holdings of iShares S&P 500 Index (IVV) by 11,196 shares (-8.98%) and iShares S&P MidCap 400 (IJH) by 14,960 shares (-5.85%). These changes are reflected in the investor's data, accessible at Cim Investment Management Inc. Additionally, the investor sold shares of NVIDIA Corporation (NVDA), Micron Technology Inc (MU), and Alphabet Inc-Cl A (GOOGL), with respective decreases of 8,560 shares (-8.09%), 8,954 shares (-39.5%), and 2,512 shares (-8.12%). The substantial reduction in the MU position is particularly noteworthy.

New Positions and Exits

Alongside the significant purchases, Cim Investment Management Inc initiated new positions with several companies, acquiring them for the first time this quarter. These include BellRing Brands Inc. (BRBR), Devon Energy Corp (DVN), Healthcare Realty Trust Inc (HR), Old National Bancorp (ONB), Knowles Corp. (KN), and Viavi Solutions Inc (VIAV). The investor also completely exited its position in Ford Motor Co (F), reducing its holdings by 69,710 shares (-9.25%) and removing it entirely from the portfolio. Furthermore, the investor scaled down its position in iShares Core MSCI EAFE ETF (IEFA) by 4,968 shares (-5.43%) and reduced its stake in Utilities Select Sector SPDR (XLU) by 6,453 shares (-9.15%).

Disproportionate Changes

The changes observed in the portfolio were not uniform across all holdings. While several holdings saw moderate reductions, the most pronounced change was the 262.09% increase in Bank of America Corp (BAC) shares. Similarly, the Technology sector saw mixed activity, with significant reductions in established players like NVDA and MU, but also the initiation of new positions in IEFA and KN, and substantial increases in BAC and VIAV. The Financial Services sector experienced a major increase via BAC and several smaller new positions, while Real Estate saw additions through DOC and HR.