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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
36
6
6
2
1
1
28
6
6
IMS CAPITAL MANAGEMENT

Time Period2018-12-31

Total Holdings118

Total Value ($x1000)106,825
Activities
New11

Increased42

Unchanged9

Decreased56

Sold Out288

Top 10 Stock Holdingstotal 39.33%
JELD24.2

AMZN2.28

AAPL2.17

JPST1.64

MSFT1.59

 
INTC1.58

BAC1.52

JNJ1.46

IWF1.46

DLTR1.43

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JELD
24.2%
COM
AMZN
2.28%
COM
AAPL
2.17%
COM
JPST
1.64%
ULTRA SHRT INC
MSFT
1.59%
COM
INTC
1.58%
COM
BAC
1.52%
COM
JNJ
1.46%
COM
IWF
1.46%
RUS 1000 GRW ETF
DLTR
1.43%
COM
CME
1.41%
COM
GOOG
1.34%
CAP STK CL C
QCOM
1.29%
COM
HD
1.22%
COM
PYPL
1.2%
COM
BLK
1.19%
COM
VZ
1.19%
COM
WMT
1.16%
COM
ABBV
1.16%
COM
BA
1.15%
COM
IWP
1.15%
RUS MD CP GR ETF
TJX
1.13%
COM
SPGI
1.1%
COM
DPZ
1.06%
COM
YUM
1.05%
COM
JPEM
1.02%
DIV RTN EM EQT
MRK
1.02%
COM
SCI
0.99%
COM
NFLX
0.97%
COM
SBUX
0.96%
COM
ABT
0.95%
COM
ZTS
0.93%
CL A
BMY
0.89%
COM
WFC
0.86%
COM
V
0.85%
COM CL A
UMPQ
0.82%
COM
COF
0.79%
COM
FB
0.78%
CL A
KSU
0.77%
COM NEW
NYCB
0.76%
COM
GILD
0.74%
COM
HP
0.74%
COM
SPHD
0.73%
S&P500 HDL VOL
IDXX
0.73%
COM
APA
0.73%
COM
NVDA
0.72%
COM
SWK
0.71%
COM
DON
0.71%
MIDCAP DIVI FD
BRK.B
0.71%
CL B NEW
GE
0.71%
COM
LMT
0.67%
COM
PAYX
0.66%
COM
EW
0.61%
COM
EA
0.57%
COM
NVR
0.57%
COM
GS
0.55%
COM
LUV
0.55%
COM
SYMC
0.53%
COM
WDC
0.52%
COM
OUT
0.49%
COM
FFTY
0.49%
IBD 50 ETF
MO
0.49%
COM
AMD
0.46%
COM
PM
0.45%
COM
CAH
0.44%
COM
FLTR
0.44%
INVT GRADE FLTG
NKE
0.44%
CL B
PG
0.43%
COM
WM
0.42%
COM
GOOGL
0.41%
CAP STK CL A
ADP
0.4%
COM
CELG
0.4%
COM
LQD
0.4%
IBOXX INV CP ETF
GM
0.39%
COM
JPM
0.38%
COM
CSCO
0.38%
COM
ORCL
0.38%
COM
CDK
0.38%
COM
WHR
0.37%
COM
KHC
0.35%
COM
UNP
0.35%
COM
XOM
0.34%
COM
MTB
0.31%
COM
AMGN
0.31%
COM
TROW
0.31%
COM
CPA
0.3%
CL A
XLF
0.29%
SBI INT-FINL
FII
0.29%
CL B
VB
0.29%
SMALL CP ETF
WAFD
0.26%
COM
IJR
0.26%
CORE S&P SCP ETF
CIK
0.25%
COM
PFE
0.25%
COM
CRH
0.25%
ADR
PH
0.24%
COM
SHY
0.23%
1-3 YR TR BD ETF
VTV
0.23%
VALUE ETF
COST
0.22%
COM
CVX
0.22%
COM
PEP
0.22%
COM
STT
0.22%
COM
UPS
0.22%
CL B
QQQ
0.21%
UNIT SER 1
AXS
0.21%
SHS
GIS
0.2%
COM
XAR
0.2%
AEROSPACE DEF
BGS
0.2%
COM
JPIN
0.2%
DIV RTN INT EQ
SYY
0.2%
COM
GLW
0.19%
COM
SABR
0.19%
COM
CAT
0.19%
COM
NDLS
0.12%
CL A
VLY
0.09%
COM
S
0.09%
COM SER 1
OPK
0.04%
COM
NVIV
0.03%
COM PAR
PSEC
0.02%
PRN
VST
0.84%
COM
ARNC
0.59%
COM
PDCO
0.59%
COM
COLB
0.58%
COM
FRC
0.55%
COM
NUE
0.49%
COM
SRCL
0.46%
COM
BKD
0.45%
COM
UTX
0.3%
COM
QRVO
0.3%
COM
TXN
0.19%
COM
T
0.19%
COM
DWDP
0.19%
COM
FDX
0.18%
COM
EOG
0.17%
COM
COP
0.16%
COM
F
0.16%
COM PAR $0.01
OXY
0.16%
COM
IBM
0.15%
COM
WBA
0.13%
COM
LNC
0.13%
COM
MCD
0.12%
COM
BP
0.12%
SPONSORED ADR
USB
0.12%
COM NEW
SMG
0.12%
CL A
PETS
0.11%
COM
CLX
0.11%
COM
WBK
0.11%
SPONSORED ADR
CAG
0.1%
COM
KDP
0.1%
COM
BNS
0.1%
COM
AZO
0.1%
COM
ADM
0.1%
COM
MA
0.1%
CL A
CSX
0.1%
COM
CL
0.09%
COM
DIS
0.09%
COM DISNEY
VLO
0.09%
COM
UN
0.09%
N Y SHS NEW
NSC
0.09%
COM
CBRL
0.09%
COM
RMR
0.09%
CL A
BGCP
0.09%
CL A
DVY
0.08%
SELECT DIVID ETF
YUMC
0.08%
COM
ED
0.08%
COM
DHR
0.08%
COM
VFC
0.08%
COM
DHI
0.08%
COM
ALL
0.08%
COM
MU
0.08%
COM
MMM
0.07%
COM
KEY
0.07%
COM
NYCB/PU
0.07%
UNIT 11/01/2051
GLD
0.07%
GOLD SHS
HI
0.07%
COM
UL
0.07%
SPON ADR NEW
TM
0.06%
SP ADR REP2COM
OLN
0.06%
COM PAR $1
AA
0.06%
COM
PSX
0.06%
COM
UNH
0.06%
COM
DISH
0.06%
CL A
CVS
0.06%
COM
BABA
0.06%
SPONSORED ADS
RSG
0.05%
COM
AXP
0.05%
COM
KO
0.05%
COM
HRC
0.05%
COM
SJM
0.05%
COM NEW
ATVI
0.05%
COM
ZMH
0.05%
COM
NWN
0.05%
COM
HUM
0.05%
COM
CTL
0.05%
COM
AGN
0.04%
SHS
FOX
0.04%
CL B
PX
0.04%
COM
CMI
0.04%
COM
PCG
0.04%
COM
MCHP
0.04%
COM
UHAL
0.04%
COM
PBCT
0.04%
COM
TOT
0.04%
SPONSORED ADR
AMU
0.04%
ETRAC ALER MLP
MCO
0.04%
COM
FOXA
0.04%
CL A
LNT
0.04%
COM
EMR
0.04%
COM
MCK
0.04%
COM
HON
0.04%
COM
TMO
0.04%
COM
FAF
0.04%
COM
AES
0.04%
COM
MMC
0.03%
COM
HAL
0.03%
COM
SLB
0.03%
COM
NOV
0.03%
COM
TRTN
0.03%
CL A
KMB
0.03%
COM
LLL
0.03%
COM
GIL
0.03%
COM
CY
0.03%
COM
MDT
0.03%
SHS
HCSG
0.03%
COM
EBAY
0.03%
COM
BBT
0.03%
COM
LRCX
0.03%
COM
LEA
0.03%
COM NEW
SIVR
0.03%
SILVER SHS
BIIB
0.03%
COM
CMCSA
0.03%
CL A
POR
0.03%
COM NEW
BCC
0.03%
COM
SO
0.03%
COM
DXC
0.02%
COM
TOL
0.02%
COM
MAXR
0.02%
COM
AFL
0.02%
COM
AAL
0.02%
COM
WSM
0.02%
COM
WNC
0.02%
COM
ITRI
0.02%
COM
JBL
0.02%
COM
HEI
0.02%
COM
BDX
0.02%
COM
MXIM
0.02%
COM
PNC
0.02%
COM
EGN
0.02%
COM
FMC
0.02%
COM NEW
HRB
0.02%
COM
NVEE
0.02%
COM
CINF
0.02%
COM
AVAV
0.02%
COM
RF
0.02%
COM
AMAT
0.02%
COM
KR
0.02%
COM
PXD
0.01%
COM
NFG
0.01%
COM
ETN
0.01%
SHS
STZ
0.01%
CL A
SYK
0.01%
COM
BEN
0.01%
COM
ESLT
0.01%
ORD
RCI
0.01%
CL B
FITB
0.01%
COM
FE
0.01%
COM
IP
0.01%
COM
THC
0.01%
COM NEW
EMN
0.01%
COM
AET
0.01%
COM
STM
0.01%
NY REGISTRY
PRU
0.01%
COM
BUD
0.01%
SPONSORED ADR
ECL
0.01%
COM
R
0.01%
COM
MCY
0.01%
COM
CE
0.01%
COM SER A
CALM
0.01%
COM NEW
ETY
0.01%
COM
IHE
0.01%
U.S. PHARMA ETF
FDC
0.01%
CL A
HAIN
0.01%
COM
ANTM
0.01%
COM
TDC
0.01%
COM
AON
0.01%
SHS CL A
AGCO
0.01%
COM
TSN
0.01%
CL A
L
0.01%
COM
AMP
0.01%
COM
RDS/B
0.01%
SPON ADR B
THRM
0.01%
COM
DO
0.01%
COM
KBE
0.01%
S&P BK ETF
RTN
0.01%
COM NEW
GPC
0.01%
COM
CB
0.01%
COM
VOD
0.01%
SPNSR ADR NO PAR
AL
0.01%
CL A
VVC
0.01%
COM
CTSH
0.01%
CL A
EFX
0.01%
COM
TGT
0.01%
COM
BMO
0.01%
COM
ZION
0.01%
COM
BHGE
0.01%
CL A
DEO
0.01%
SPON ADR NEW
LLY
0.01%
COM
NWL
0.01%
COM
CNC
0.01%
COM
ORLY
0.01%
COM
CHKP
0.01%
ORD
SEIC
0.01%
COM
REGN
0.01%
COM
CUK
0.01%
ADR
SRI
0.01%
COM
AOBC
0.01%
COM
IQ
0.01%
SPONSORED ADS
MAT
0.01%
COM
LW
0.01%
COM
PJT
0.01%
COM CL A
CTXS
0.01%
COM
AMTD
0.01%
COM
RPM
0.01%
COM
EXC
0.01%
COM
UAA
0.01%
CL A
EGBN
0.01%
COM
NTRS
0.01%
COM
GD
0.01%
COM
EXPE
0.01%
COM NEW
MKSI
0.01%
COM
EVRG
0.01%
COM
ZG
0.01%
CL A
NXPI
0.01%
COM
RNG
0.01%
CL A
MDLZ
0.01%
CL A
SIRI
0.01%
COM
HPQ
0.01%
COM
GBX
0.01%
COM
BHP
0.01%
SPONSORED ADR
MSI
0.01%
COM NEW
APD
0.01%
COM
PNR
0.01%
SHS
SRPT
0.01%
COM
AMG
0.01%
COM
DUK
0.01%
COM NEW
KRE
< 0.01%
S&P REGL BKG
NOW
< 0.01%
COM
OSK
< 0.01%
COM
STL
< 0.01%
COM
GSK
< 0.01%
SPONSORED ADR
SWKS
< 0.01%
COM
ARWR
< 0.01%
COM
MET
< 0.01%
COM
BIDU
< 0.01%
SPON ADR REP A
ALK
< 0.01%
COM
GDX
< 0.01%
GOLD MINERS ETF
MDC
< 0.01%
COM
LPNT
< 0.01%
COM
TTWO
< 0.01%
COM
PSEC
< 0.01%
COM
NVT
< 0.01%
SHS
PRSP
< 0.01%
COM
HPE
< 0.01%
COM
DG
< 0.01%
COM
VIVO
< 0.01%
COM
ALB
< 0.01%
COM
LLNW
< 0.01%
COM
LEN
< 0.01%
CL A
RDS/A
< 0.01%
SPONS ADR A
HSIC
< 0.01%
COM
CAR
< 0.01%
COM
WEC
< 0.01%
COM
NOC
< 0.01%
COM
XOP
< 0.01%
S&P OILGAS EXP
FAX
< 0.01%
COM
TEVA
< 0.01%
ADR
WPM
< 0.01%
COM
UA/C
< 0.01%
CL C
FCX
< 0.01%
COM
FHN
< 0.01%
COM
CM
< 0.01%
COM
SLCA
< 0.01%
COM
SFS
< 0.01%
COM
AAV
< 0.01%
COM
MUE
< 0.01%
COM
NE
< 0.01%
SHS USD
CAJ
< 0.01%
SPONSORED ADR
TSLA
< 0.01%
COM
AWF
< 0.01%
COM
DE
< 0.01%
COM
UQM
< 0.01%
COM
FTR
< 0.01%
COM NEW
AVXL
< 0.01%
COM NEW
DBD
< 0.01%
COM
SWN
< 0.01%
COM
CC
< 0.01%
COM
UPL
< 0.01%
COM NEW
CRC
< 0.01%
COM NEW
GOGL
< 0.01%
SHS NEW
JCP
< 0.01%
COM
AUPH
< 0.01%
COM
OBE
< 0.01%
COM
CPST
< 0.01%
COM NEW
ASIX
< 0.01%
COM
BHF
< 0.01%
COM
SNAP
< 0.01%
CL A
LEN/B
< 0.01%
CL B