IMS CAPITAL MANAGEMENT
Q1 2024 Form 13-F

PORTLAND, OREGON
$215.1M Reported Value Total

IMS CAPITAL MANAGEMENT reports 557 total accounts under management (AUM). There are 507 discretionary accounts valued at $329,689,609, and 50 non-discretionary accounts valued at $13,753,148.

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.

IMS Capital Management Form 13-F reported portfolio values from Q3 2013 to Q4 2024

Portfolio value (does not include cash or treasury holdings).

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