Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
IMS CAPITAL MANAGEMENT 04-03-2020 03-31-2020 102 98,399,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
JELD-WEN HLDG INC COM 1 $15,940,000 1,638,283 16.20 27.43 -65,783 -3.86 03-31-2020
J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 2 $5,124,000 103,162 5.21 3.39 5,340 5.46 03-31-2020
APPLE INC COM 3 $5,014,000 19,717 5.10 2.50 7,324 59.10 03-31-2020
MICROSOFT CORP COM 4 $3,035,000 19,246 3.08 2.21 -1,150 -5.64 03-31-2020
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