CIM LLC
Q2 2026 Form 13-F
ALBANY, NEW YORK
CIK 0001364725
· CRD 132136
· SEC-registered investment adviser
$773.3M Reported Value Total
CURRAN WEALTH MANAGEMENT reports 1,074 total accounts under management (AUM). There are 1,018 discretionary accounts valued at $770,691,048, and 56 non-discretionary accounts valued at $33,560,862.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-27
Reported value
$773.3M
Quarter over quarter
+12.7%
Holdings
169
Top-10 concentration
34.7%
Filing Structure
Reports holdings for
- Longview Partners LLP · File #028-12890 · Q4 2014 – Q4 2014 · declared by one filing
Key People
Form ADV owners & control persons
Thomas Joseph Curran
CO-CEO/SOLE MEMBER/CHIEF COMPLIANCE OFFICER
Kevin Thomas Curran
CO-CEO/CHIEF INVESTMENT OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 13, 2026 |
| Form | 13F-HR |
| Reported value | $773.3M |
| Positions | 169 |
| Change in reported value | +11.8% |
| New positions | 20 |
| Exited positions | 17 |
| Position turnover | 19.9% |
| Top-10 concentration | 34.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 13, 2026
|
169 | $773.3M |
|
Q1 2026 13F
Filed May 18, 2026
|
166 | $691.8M |
|
Q4 2025 13F
Filed Feb 18, 2026
|
171 | $762.7M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
171 | $764.6M |
|
Q2 2025 13F
Filed Aug 19, 2025
|
168 | $742.8M |
|
Q1 2025 13F
Filed Jun 5, 2025
|
159 | $673.1M |
|
Q4 2024 13F
Filed Mar 3, 2025
|
165 | $702.1M |
|
Q3 2024 13F
Filed Jan 16, 2025
|
164 | $694.2M |
|
Q2 2024 13F
Filed Sep 6, 2024
|
158 | $665.2M |
|
Q1 2024 13F
Filed May 20, 2024
|
153 | $660.9M |
|
Q4 2023 13F
Filed Feb 23, 2024
|
151 | $642.1M |
|
Q3 2023 13F
Filed May 17, 2024
|
143 | $524.9M |
|
Q2 2023 13F
Filed May 17, 2024
|
153 | $535.3M |
|
Q1 2023 13F
Filed May 17, 2024
|
146 | $504.7M |
|
Q4 2022 13F
Filed Feb 10, 2023
|
149 | $504.1M |
|
Q3 2022 13F
Filed Nov 2, 2022
|
149 | $474.5M |
|
Q2 2022 13F
Filed Jul 11, 2022
|
147 | $481.8M |
|
Q1 2022 13F
Filed Apr 12, 2022
|
148 | $537.3M |
|
Q4 2021 13F
Filed Jan 26, 2022
|
147 | $535.8M |
|
Q3 2021 13F
Filed Nov 8, 2021
|
161 | $643.2M |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | $43.9M | 5.67% |
| 2 | ASML ASML HLDG NV | $29.6M | 3.82% |
| 3 | GOOGL ALPHABET INC | $28.0M | 3.63% |
| 4 | ISTB ISHARES TR | $26.7M | 3.45% |
| 5 | ANET ARISTA NETWORKS INC | $26.1M | 3.38% |
| 6 | MNST MONSTER BEVERAGE CORP NEW | $24.1M | 3.12% |
| 7 | CMI CUMMINS INC | $24.1M | 3.11% |
| 8 | EME EMCOR GROUP INC | $23.6M | 3.05% |
| 9 | BRK-B BERKSHIRE HATHAWAY INC DEL | $22.2M | 2.87% |
| 10 | AMZN AMAZON COM INC | $20.4M | 2.64% |
| 11 | PGR PROGRESSIVE CORP | $18.8M | 2.43% |
| 12 | TIP ISHARES TR | $18.7M | 2.42% |
| 13 | COST COSTCO WHOLESALE CORPORATION | $18.7M | 2.42% |
| 14 | MA MASTERCARD INCORPORATED | $18.4M | 2.38% |
| 15 | AAPL APPLE INC | $18.2M | 2.35% |
| 16 | CTAS CINTAS CORP | $17.3M | 2.23% |
| 17 | META META PLATFORMS INC | $17.0M | 2.2% |
| 18 | SNPS SYNOPSYS INC | $16.4M | 2.12% |
| 19 | ISRG INTUITIVE SURGICAL INC | $14.3M | 1.86% |
| 20 | MU MICRON TECHNOLOGY INC | $13.2M | 1.71% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.