CIM Investment Management as of Sept. 30, 2011
Portfolio Holdings for CIM Investment Management
CIM Investment Management holds 145 positions in its portfolio as reported in the September 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 3.3 | $5.0M | 13k | 381.29 | |
Exxon Mobil Corporation (XOM) | 3.2 | $4.7M | 65k | 72.63 | |
iShares S&P MidCap 400 Index (IJH) | 2.5 | $3.7M | 47k | 77.99 | |
iShares S&P SmallCap 600 Index (IJR) | 2.4 | $3.6M | 61k | 58.53 | |
International Business Machines (IBM) | 2.2 | $3.2M | 19k | 174.86 | |
iShares MSCI EAFE Index Fund (EFA) | 2.2 | $3.2M | 68k | 47.79 | |
Chevron Corporation (CVX) | 1.8 | $2.7M | 29k | 92.59 | |
Pfizer (PFE) | 1.8 | $2.6M | 150k | 17.68 | |
Procter & Gamble Company (PG) | 1.8 | $2.6M | 42k | 63.19 | |
General Electric Company | 1.6 | $2.4M | 156k | 15.22 | |
Wells Fargo & Company (WFC) | 1.5 | $2.2M | 93k | 24.12 | |
iShares S&P 500 Index (IVV) | 1.5 | $2.2M | 19k | 113.68 | |
JPMorgan Chase & Co. (JPM) | 1.4 | $2.1M | 70k | 30.12 | |
Johnson & Johnson (JNJ) | 1.4 | $2.1M | 33k | 63.69 | |
Coca-Cola Company (KO) | 1.4 | $2.1M | 31k | 67.56 | |
Barclays Bank Plc 8.125% Non C p | 1.4 | $2.1M | 90k | 23.11 | |
Microsoft Corporation (MSFT) | 1.4 | $2.0M | 81k | 24.89 | |
Intel Corporation (INTC) | 1.4 | $2.0M | 95k | 21.34 | |
At&t (T) | 1.3 | $1.9M | 68k | 28.52 | |
Verizon Communications (VZ) | 1.3 | $1.9M | 51k | 36.79 | |
1.2 | $1.9M | 3.6k | 515.02 | ||
Philip Morris International (PM) | 1.2 | $1.8M | 29k | 62.39 | |
Oracle Corporation (ORCL) | 1.2 | $1.7M | 60k | 28.75 | |
ConocoPhillips (COP) | 1.1 | $1.7M | 27k | 63.32 | |
Merck & Co (MRK) | 1.1 | $1.7M | 51k | 32.69 | |
Allianz Se Pfd 8.375% Sub ps | 1.0 | $1.6M | 60k | 25.93 | |
M&t Capital Trust Iv 8.50% Pfd A | 1.0 | $1.5M | 60k | 25.68 | |
McDonald's Corporation (MCD) | 1.0 | $1.5M | 17k | 87.85 | |
Pepsi (PEP) | 1.0 | $1.5M | 24k | 61.90 | |
Deutsche Bk Cap Iii 7.6% P referred | 1.0 | $1.4M | 60k | 23.78 | |
Schlumberger (SLB) | 0.9 | $1.3M | 22k | 59.74 | |
Abbott Laboratories (ABT) | 0.8 | $1.3M | 25k | 51.13 | |
Home Depot (HD) | 0.8 | $1.2M | 37k | 32.87 | |
Qualcomm (QCOM) | 0.8 | $1.2M | 24k | 48.61 | |
United Parcel Service (UPS) | 0.8 | $1.2M | 18k | 63.17 | |
Bank of America Corporation (BAC) | 0.8 | $1.1M | 186k | 6.12 | |
Prudential Finl Inc 9% P referred | 0.7 | $1.1M | 40k | 27.70 | |
Berkshire Hathaway (BRK.B) | 0.7 | $1.1M | 15k | 71.02 | |
Boeing Company (BA) | 0.7 | $1.1M | 18k | 60.52 | |
Spdr S&p 500 Etf (SPY) | 0.7 | $1.1M | 9.3k | 113.11 | |
Celgene Corporation | 0.7 | $1.1M | 17k | 61.88 | |
Hsbc Holdings Plc 8.125% p | 0.7 | $1.0M | 40k | 25.70 | |
Wells Fargo Trust 7.875 prf | 0.7 | $1.0M | 40k | 25.75 | |
Vanguard High Yield Corp - Adm (VWEAX) | 0.7 | $999k | 183k | 5.46 | |
Target Corporation (TGT) | 0.7 | $984k | 20k | 49.05 | |
Texas Instruments Incorporated (TXN) | 0.7 | $990k | 37k | 26.66 | |
Starwood Hotels & Resorts Worldwide | 0.7 | $989k | 26k | 38.81 | |
Goldman Sachs (GS) | 0.7 | $970k | 10k | 94.54 | |
American Express Company (AXP) | 0.7 | $964k | 22k | 44.89 | |
Union Pacific Corporation (UNP) | 0.7 | $966k | 12k | 81.66 | |
Duke Energy Corporation | 0.6 | $953k | 48k | 19.99 | |
Kraft Foods | 0.6 | $942k | 28k | 33.57 | |
EMC Corporation | 0.6 | $946k | 45k | 20.99 | |
TJX Companies (TJX) | 0.6 | $921k | 17k | 55.50 | |
Danaher Corporation (DHR) | 0.6 | $917k | 22k | 41.95 | |
Zimmer Holdings (ZBH) | 0.6 | $910k | 17k | 53.47 | |
Cummins (CMI) | 0.6 | $902k | 11k | 81.70 | |
Whole Foods Market | 0.6 | $890k | 14k | 65.30 | |
Amazon (AMZN) | 0.6 | $901k | 4.2k | 216.33 | |
MetLife (MET) | 0.6 | $893k | 32k | 28.02 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.6 | $887k | 8.1k | 108.90 | |
Bank Of America 8.2% Rep. 1/10 p | 0.6 | $881k | 40k | 22.02 | |
Ing Groep N V 8.5% Per Hyb Cap p | 0.6 | $883k | 40k | 22.08 | |
Citigroup (C) | 0.6 | $879k | 34k | 25.62 | |
Comcast Corporation (CMCSA) | 0.6 | $868k | 42k | 20.93 | |
Yum! Brands (YUM) | 0.6 | $873k | 18k | 49.38 | |
Wal-Mart Stores (WMT) | 0.6 | $846k | 16k | 51.88 | |
Exelon Corporation (EXC) | 0.6 | $858k | 20k | 42.63 | |
Southern Company (SO) | 0.6 | $857k | 20k | 42.37 | |
Deere & Company (DE) | 0.6 | $837k | 13k | 64.53 | |
Nike (NKE) | 0.6 | $816k | 9.5k | 85.49 | |
Walgreen Company | 0.6 | $814k | 25k | 32.88 | |
UnitedHealth (UNH) | 0.5 | $810k | 18k | 46.10 | |
Altria (MO) | 0.5 | $798k | 30k | 26.80 | |
Amgen (AMGN) | 0.5 | $790k | 14k | 54.93 | |
United Technologies Corporation | 0.5 | $774k | 11k | 70.35 | |
Dover Corporation (DOV) | 0.5 | $776k | 17k | 46.58 | |
U.S. Bancorp (USB) | 0.5 | $763k | 32k | 23.53 | |
Halliburton Company (HAL) | 0.5 | $740k | 24k | 30.53 | |
Visa (V) | 0.5 | $747k | 8.7k | 85.71 | |
Walt Disney Company (DIS) | 0.5 | $726k | 24k | 30.16 | |
Hewlett-Packard Company | 0.5 | $730k | 33k | 22.44 | |
WellPoint | 0.5 | $733k | 11k | 65.24 | |
American Electric Power Company (AEP) | 0.5 | $712k | 19k | 38.04 | |
Omni (OMC) | 0.5 | $713k | 19k | 36.83 | |
Cognizant Technology Solutions (CTSH) | 0.5 | $706k | 11k | 62.70 | |
National-Oilwell Var | 0.5 | $709k | 14k | 51.19 | |
Waters Corporation (WAT) | 0.5 | $696k | 9.2k | 75.49 | |
eBay (EBAY) | 0.5 | $691k | 23k | 29.49 | |
Agilent Technologies Inc C ommon (A) | 0.5 | $693k | 22k | 31.24 | |
priceline.com Incorporated | 0.5 | $681k | 1.5k | 449.50 | |
Honeywell International (HON) | 0.5 | $665k | 15k | 43.91 | |
Diamond Offshore Drilling | 0.4 | $650k | 12k | 54.76 | |
Discover Financial Services (DFS) | 0.4 | $655k | 29k | 22.94 | |
Stanley Black & Decker (SWK) | 0.4 | $638k | 13k | 49.10 | |
Simon Property (SPG) | 0.4 | $649k | 5.9k | 110.04 | |
MasterCard Incorporated (MA) | 0.4 | $628k | 2.0k | 317.17 | |
Apache Corporation | 0.4 | $633k | 7.9k | 80.28 | |
Illinois Tool Works (ITW) | 0.4 | $624k | 15k | 41.59 | |
Time Warner | 0.4 | $610k | 20k | 29.99 | |
Ford Motor Company (F) | 0.4 | $618k | 64k | 9.68 | |
FedEx Corporation (FDX) | 0.4 | $603k | 8.9k | 67.71 | |
Peabody Energy Corporation | 0.4 | $598k | 18k | 33.86 | |
3M Company (MMM) | 0.4 | $603k | 8.4k | 71.73 | |
Tyco International Ltd S hs | 0.4 | $595k | 15k | 40.77 | |
Baker Hughes Incorporated | 0.4 | $568k | 12k | 46.14 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.4 | $573k | 19k | 30.45 | |
Travelers Companies (TRV) | 0.4 | $546k | 11k | 48.71 | |
Newmont Mining Corporation (NEM) | 0.4 | $537k | 8.5k | 62.95 | |
Emerson Electric (EMR) | 0.4 | $533k | 13k | 41.32 | |
Capital One Financial (COF) | 0.4 | $543k | 14k | 39.64 | |
Tesoro Corporation | 0.4 | $534k | 27k | 19.47 | |
PNC Financial Services (PNC) | 0.3 | $522k | 11k | 48.18 | |
Corning Incorporated (GLW) | 0.3 | $501k | 41k | 12.37 | |
Caterpillar (CAT) | 0.3 | $493k | 6.7k | 73.86 | |
Fluor Corporation (FLR) | 0.3 | $499k | 11k | 46.51 | |
Lloyds Banking Group Plc p | 0.3 | $500k | 20k | 25.00 | |
Noble Energy | 0.3 | $473k | 6.7k | 70.81 | |
E.I. du Pont de Nemours & Company | 0.3 | $475k | 12k | 39.99 | |
News Corporation | 0.3 | $484k | 31k | 15.47 | |
Dow Chemical Company | 0.3 | $468k | 21k | 22.46 | |
NetApp (NTAP) | 0.3 | $448k | 13k | 33.94 | |
Goodyear Tire & Rubber Company (GT) | 0.3 | $449k | 45k | 10.09 | |
Biogen Idec (BIIB) | 0.3 | $431k | 4.6k | 93.09 | |
Invesco (IVZ) | 0.3 | $434k | 28k | 15.49 | |
Devon Energy Corporation (DVN) | 0.3 | $418k | 7.5k | 55.50 | |
Gilead Sciences (GILD) | 0.3 | $419k | 11k | 38.80 | |
Broadcom Corporation | 0.3 | $423k | 13k | 33.31 | |
Morgan Stanley (MS) | 0.3 | $388k | 29k | 13.52 | |
Alcoa | 0.2 | $369k | 39k | 9.56 | |
Wynn Resorts (WYNN) | 0.2 | $365k | 3.2k | 115.14 | |
iShares MSCI EAFE Growth Index (EFG) | 0.2 | $343k | 6.9k | 49.82 | |
Juniper Networks (JNPR) | 0.2 | $309k | 18k | 17.26 | |
MEMC Electronic Materials | 0.2 | $310k | 59k | 5.24 | |
Avery Dennison Corporation (AVY) | 0.2 | $290k | 12k | 25.08 | |
Alpha Natural Resources | 0.2 | $271k | 15k | 17.71 | |
Cisco Systems (CSCO) | 0.2 | $255k | 17k | 15.50 | |
Cabco Trust (CBJCL) | 0.2 | $245k | 10k | 24.26 | |
Nokia Corporation (NOK) | 0.1 | $83k | 15k | 5.64 | |
Methode Electronics (MEI) | 0.1 | $97k | 13k | 7.46 | |
Gtrax Global Total Return | 0.1 | $69k | 10k | 6.84 | |
Liz Claiborne | 0.0 | $55k | 11k | 5.01 | |
TrustCo Bank Corp NY | 0.0 | $54k | 12k | 4.49 | |
Ciber | 0.0 | $33k | 11k | 3.00 | |
Lehman Brothers Holdings 7.95% p | 0.0 | $800.000000 | 40k | 0.02 |