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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

IMS Capital Management INSTITUTION : IMS Capital Management
IMS Capital Management Portfolio (reported on 2020-04-03)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
JELD-WEN HLDG INC    (COM) 15,940,000 1,638,283 16.19%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 5,124,000 103,162 5.20%
APPLE INC    (COM) AAPL 5,014,000 19,717 5.09%
MICROSOFT CORP    (COM) MSFT 3,035,000 19,246 3.08%
AMAZON COM INC    (COM) AMZN 3,022,000 1,550 3.07%
ISHARES TR    (RUS 1000 GRW ETF) IWF 2,850,000 18,919 2.89%
JOHNSON & JOHNSON    (COM) JNJ 2,112,000 16,104 2.14%
INTEL CORP    (COM) INTC 2,067,000 38,201 2.10%
ABBVIE INC    (COM) ABBV 1,873,000 24,583 1.90%
VISA INC    (COM CL A) V 1,577,000 9,788 1.60%
PAYPAL HLDGS INC    (COM) PYPL 1,372,000 14,329 1.39%
ISHARES TR    (RUS MD CP GR ETF) IWP 1,367,000 11,242 1.38%
JPMORGAN CHASE & CO    (COM) JPM 1,287,000 14,290 1.30%
S&P GLOBAL INC    (COM) SPGI 1,232,000 5,027 1.25%
CME GROUP INC    (COM) CME 1,131,000 6,539 1.14%
ALPHABET INC    (CAP STK CL C) GOOG 1,099,000 945 1.11%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 1,071,000 19,211 1.08%
WALMART INC    (COM) WMT 1,044,000 9,187 1.06%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,039,000 19,345 1.05%
BLACKROCK INC    (COM) BLK 1,032,000 2,345 1.04%
PROCTER & GAMBLE CO    (COM) PG 1,018,000 9,257 1.03%
BK OF AMERICA CORP    (COM) BAC 960,000 45,240 0.97%
MERCK & CO. INC    (COM) MRK 947,000 12,310 0.96%
DOLLAR TREE INC    (COM) DLTR 925,000 12,590 0.94%
HOME DEPOT INC    (COM) HD 919,000 4,920 0.93%
DOMINOS PIZZA INC    (COM) DPZ 919,000 2,836 0.93%
QUALCOMM INC    (COM) QCOM 916,000 13,540 0.93%
NVIDIA CORP    (COM) NVDA 913,000 3,463 0.92%
AT&T INC    (COM) T 907,000 31,122 0.92%
LOCKHEED MARTIN CORP    (COM) LMT 872,000 2,573 0.88%
GILEAD SCIENCES INC    (COM) GILD 858,000 11,473 0.87%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 832,000 4,548 0.84%
PAYCHEX INC    (COM) PAYX 825,000 13,113 0.83%
WISDOMTREE TR    (US MIDCAP DIVID) DON 824,000 34,095 0.83%
PFIZER INC    (COM) PFE 809,000 24,791 0.82%
DANAHER CORPORATION    (COM) DHR 807,000 5,828 0.82%
DISNEY WALT CO    (COM DISNEY) DIS 792,000 8,200 0.80%
WELLS FARGO CO NEW    (COM) WFC 782,000 27,232 0.79%
COSTCO WHSL CORP NEW    (COM) COST 751,000 2,635 0.76%
ABBOTT LABS    (COM) ABT 736,000 9,329 0.74%
NIKE INC    (CL B) NKE 733,000 8,855 0.74%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 691,000 5,057 0.70%
CISCO SYS INC    (COM) CSCO 671,000 17,071 0.68%
INVESCO EXCHANGE-TRADED FD T    (S&P500 HDL VOL) 649,000 21,639 0.65%
UNITED PARCEL SERVICE INC    (CL B) UPS 642,000 6,873 0.65%
SERVICE CORP INTL    (COM) SCI 637,000 16,281 0.64%
CLOROX CO DEL    (COM) CLX 636,000 3,670 0.64%
PEPSICO INC    (COM) PEP 636,000 5,292 0.64%
NVR INC    (COM) NVR 635,000 247 0.64%
NETFLIX INC    (COM) NFLX 629,000 1,675 0.63%
CITRIX SYS INC    (COM) CTXS 623,000 4,400 0.63%
STARBUCKS CORP    (COM) SBUX 618,000 9,403 0.62%
ACTIVISION BLIZZARD INC    (COM) ATVI 591,000 9,933 0.60%
ELECTRONIC ARTS INC    (COM) ERTS 589,000 5,884 0.59%
ALTRIA GROUP INC    (COM) MO 586,000 15,150 0.59%
INNOVATOR ETFS TR    (IBD 50 ETF) 571,000 20,396 0.58%
AMGEN INC    (COM) AMGN 557,000 2,747 0.56%
UMPQUA HLDGS CORP    (COM) UMPQ 522,000 47,882 0.53%
KRAFT HEINZ CO    (COM) KHC 517,000 20,883 0.52%
FACEBOOK INC    (CL A) FB 517,000 3,102 0.52%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 516,000 11,268 0.52%
BOEING CO    (COM) BA 515,000 3,456 0.52%
KEURIG DR PEPPER INC    (COM) 507,000 20,871 0.51%
CVS HEALTH CORP    (COM) CVS 500,000 8,428 0.50%
TJX COS INC NEW    (COM) TJX 499,000 10,435 0.50%
ALPHABET INC    (CAP STK CL A) GOOGL 498,000 429 0.50%
WASTE MGMT INC DEL    (COM) WMI 496,000 5,355 0.50%
GENERAL MLS INC    (COM) GIS 488,000 9,251 0.49%
MASTERCARD INC    (CL A) MA 485,000 2,009 0.49%
IDEXX LABS INC    (COM) IDXX 472,000 1,950 0.47%
ISHARES TR    (IBOXX INV CP ETF) LQD 469,000 3,800 0.47%
MCDONALDS CORP    (COM) MCD 433,000 2,619 0.44%
EDWARDS LIFESCIENCES CORP    (COM) EW 401,000 2,125 0.40%
HORMEL FOODS CORP    (COM) HRL 400,000 8,570 0.40%
GOLDMAN SACHS GROUP INC    (COM) GS 390,000 2,520 0.39%
MOODYS CORP    (COM) MCO 387,000 1,830 0.39%
ORACLE CORP    (COM) ORCL 386,000 7,987 0.39%
UNION PAC CORP    (COM) UNP 368,000 2,610 0.37%
UNITEDHEALTH GROUP INC    (COM) UNH 364,000 1,459 0.36%
ZOETIS INC    (CL A) ZTS 353,000 3,002 0.35%
CONSTELLATION BRANDS INC    (CL A) STZ 330,000 2,300 0.33%
COCA COLA CO    (COM) KO 320,000 7,232 0.32%
SOUTHWEST AIRLS CO    (COM) LUV 314,000 8,829 0.31%
J P MORGAN EXCHANGE-TRADED F    (DIV RTN EM EQT) 301,000 7,585 0.30%
NEXTERA ENERGY INC    (COM) NEE 298,000 1,240 0.30%
ISHARES TR    (TIPS BD ETF) TIP 289,000 2,449 0.29%
ISHARES TR    (IBOXX HI YD ETF) HYG 274,000 3,550 0.27%
ISHARES TR    (CORE S&P SCP ETF) IJR 272,000 4,852 0.27%
CRH PLC    (ADR) CRH 268,000 10,000 0.27%
KIMBERLY CLARK CORP    (COM) KMB 263,000 2,057 0.26%
INVESCO QQQ TR    (UNIT SER 1) 260,000 1,368 0.26%
M & T BK CORP    (COM) MTB 249,000 2,405 0.25%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 247,000 11,865 0.25%
WASHINGTON FED INC    (COM) WFSL 244,000 9,383 0.24%
VANECK VECTORS ETF TR    (INVT GRADE FLTG) 242,000 10,239 0.24%
SYSCO CORP    (COM) SYY 232,000 5,074 0.23%
CREDIT SUISSE ASSET MGMT INC    (COM) CIK 226,000 94,514 0.22%
YUM BRANDS INC    (COM) YUM 225,000 3,279 0.22%
AMERICAN TOWER CORP NEW    (COM) AMT 218,000 1,000 0.22%
LILLY ELI & CO    (COM) LLY 214,000 1,541 0.21%
ISHARES TR    (1 3 YR TREAS BD) SHY 212,000 2,442 0.21%
SPRINT CORPORATION    (COM) 124,000 14,351 0.12%
Total Value As 2020-03-31: 98,399,000 SEC FILING
* Portfolios do not reflect changes after reporting
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George Soros

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