Stock Taper 
CIM, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Carpenter Technology Corporation | CRS | 2.68K | $1.66M |
 Axon Enterprise, Inc. | AXON | 2.85K | $1.6M |
 GE Vernova Inc. | GEV | 3.05K | $3.58M |
 argenx SE | ARGX | 3.05K | $2.83M |
 Comfort Systems USA, Inc. | FIX | 3.11K | $6.17M |
 Alphabet Inc. | GOOG | 3.53K | $1.25M |
 Starbucks Corporation | SBUX | 3.66K | $374.08K |
 Fabrinet | FN | 3.68K | $2.07M |
 M/I Homes, Inc. | MHO | 3.74K | $601.36K |
 Pool Corporation | POOL | 3.78K | $811.46K |
 Medpace Holdings, Inc. | MEDP | 4K | $2.12M |
 McGrath RentCorp | MGRC | 4.37K | $529.05K |
 The Home Depot, Inc. | HD | 4.58K | $1.62M |
 Stride, Inc. | LRN | 4.82K | $415.76K |
 GeneDx Holdings Corp. | WGS | 4.96K | $340.16K |
 AAON, Inc. | AAON | 5.37K | $681.05K |
 Veeva Systems Inc. | VEEV | 5.96K | $1.06M |
 Modine Manufacturing Company | MOD | 6.68K | $1.78M |
 Corcept Therapeutics Incorporated | CORT | 6.82K | $592.56K |
 The Sherwin-Williams Company | SHW | 7.11K | $2.45M |