Your funds, side by side
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 · 28 lines · as of Mar 31, 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 |
|---|---|
| Meta Platforms Inc | 9.11 % |
| Alphabet Inc | 8.92 % |
| NVIDIA Corp | 6.78 % |
| Wells Fargo & Co | 6.65 % |
| Amazon.com Inc | 5.89 % |
| Broadcom Inc | 4.51 % |
| Caterpillar Inc | 3.99 % |
| UnitedHealth Group Inc | 3.98 % |
| Apple Inc | 3.94 % |
| Verizon Communications Inc | 3.80 % |
| Microsoft Corp | 3.74 % |
| Dutch Bros Inc | 3.74 % |
| Netflix Inc | 3.27 % |
| General Electric Co | 2.70 % |
| Bank of America Corp | 2.64 % |
| Diamondback Energy Inc | 2.54 % |
| Vistra Corp | 2.34 % |
| US Bancorp | 2.16 % |
| Charles Schwab Corp/The | 2.10 % |
| Tesla Inc | 2.09 % |
| Applied Materials Inc | 1.99 % |
| Capital One Financial Corp | 1.95 % |
| Johnson & Johnson | 1.90 % |
| Marvell Technology Inc | 1.46 % |
| Arista Networks Inc | 1.36 % |
| Costco Wholesale Corp | 1.35 % |
| QUALCOMM Inc | 1.35 % |
| Procter & Gamble Co/The | 0.46 % |
1 funds, 28 lines read.