Holdings (Monthly) Guide ↗

IMS Capital Value Fund

· 360 Funds

Monthly Holdings $62M AUM 3 positions Period Jun 2026 Filed Aug 31, 2026 EDGAR ↗ ← All Funds

All 3 New 3 Added 2 Reduced 5 Exited · Jun 2026 vs Dec 2025

#	Name	Ticker	Since	Shares	Shares Δ	Value	Val Δ%	% Port	Cat
1	UnitedHealth Group Inc	91324P102	Sep 2024	7,579	+2,000	$3.2M	+71.0%	5.07%	EC
2	Charles Schwab Corp/The	808513105	Sep 2024	24,530	+13,000	$2.3M	+96.5%	3.64%	EC
3	Tesla Inc	88160R101	Dec 2025	4,480	+1,580	$1.9M	+44.5%	3.03%	EC