Your funds, side by side
These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- IMS Capital Value Fund 360 Funds · 27 lines · as of Jun 30, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | IMS Capital Value Fund |
|---|---|
| Alphabet Inc | 9.10 % |
| Meta Platforms Inc | 7.43 % |
| NVIDIA Corp | 6.44 % |
| Wells Fargo & Co | 5.72 % |
| Amazon.com Inc | 5.58 % |
| UnitedHealth Group Inc | 5.07 % |
| CATERPILLAR INC | 4.97 % |
| Broadcom Inc | 4.56 % |
| Dutch Bros Inc | 4.39 % |
| Apple Inc | 3.73 % |
| Marvell Technology Inc | 3.64 % |
| Charles Schwab Corp/The | 3.64 % |
| Applied Materials Inc | 3.49 % |
| Microsoft Corp | 3.12 % |
| Tesla Inc | 3.03 % |
| General Electric Co | 2.95 % |
| Boeing Co/The | 2.87 % |
| Capital One Financial Corp | 2.73 % |
| Bank of America Corp | 2.56 % |
| Procter & Gamble Co/The | 2.30 % |
| US Bancorp | 2.08 % |
| VISTRA CORP | 2.04 % |
| Diamondback Energy Inc | 1.87 % |
| Johnson & Johnson | 1.63 % |
| QUALCOMM Inc | 1.60 % |
| Arista Networks Inc | 1.56 % |
| Costco Wholesale Corp | 1.05 % |
Titelia read 27 lines in these 1 funds.