Sims Investment Management
Latest statistics and disclosures from Sims Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, SCHA, QYLD, SCHD, XYLD, and represent 69.47% of Sims Investment Management's stock portfolio.
- Added to shares of these 10 stocks: TLT, SCHX, XYLD, QYLD, SCHO, JHSC, QQQM, SCHA, VCSH, UNH.
- Started 1 new stock position in TLT.
- Reduced shares in these 10 stocks: Blackstone Real Estate Income, BND, RCL, VB, AFG, BRK.B, AAPL, META, PRSU, TSLA.
- Sold out of its positions in Blackstone Real Estate Income, HOFV.
- Sims Investment Management was a net buyer of stock by $10M.
- Sims Investment Management has $276M in assets under management (AUM), dropping by 11.13%.
- Central Index Key (CIK): 0002053807
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Portfolio Holdings for Sims Investment Management
Sims Investment Management holds 42 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 32.1 | $89M | +2% | 3.4M | 26.34 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 18.8 | $52M | 1.9M | 27.90 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 6.7 | $19M | +5% | 1.1M | 17.01 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 6.2 | $17M | 625k | 27.30 |
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| Global X Fds S&p 500 Covered (XYLD) | 5.8 | $16M | +12% | 407k | 39.26 |
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| John Hancock Exchange Traded Multifactr Sml (JHSC) | 4.7 | $13M | +7% | 309k | 41.85 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 4.2 | $12M | +6% | 47k | 247.12 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 3.6 | $9.9M | +11% | 406k | 24.40 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.8 | $7.7M | 13k | 600.36 |
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| Eaton Vance Tax Managed Buy Write Opport (ETV) | 2.0 | $5.6M | 394k | 14.25 |
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| Uber Technologies (UBER) | 1.6 | $4.3M | 44k | 97.97 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.4 | $3.9M | 12k | 326.36 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.1 | $3.0M | NEW | 33k | 89.37 |
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| Tesla Motors (TSLA) | 1.0 | $2.6M | 5.9k | 444.73 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.9 | $2.6M | +16% | 32k | 79.93 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $2.3M | +2% | 3.8k | 612.32 |
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| Meta Platforms Cl A (META) | 0.7 | $1.9M | -3% | 2.6k | 734.38 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.6 | $1.7M | -2% | 58k | 28.91 |
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| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.5 | $1.5M | 101k | 15.00 |
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| Viad (PRSU) | 0.5 | $1.4M | -3% | 38k | 36.18 |
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| NVIDIA Corporation (NVDA) | 0.4 | $1.1M | 5.9k | 186.58 |
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| Nuveen Equity Premium Income Fund (BXMX) | 0.3 | $868k | 60k | 14.44 |
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| Microsoft Corporation (MSFT) | 0.3 | $798k | +3% | 1.5k | 517.95 |
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| Apple (AAPL) | 0.3 | $771k | -8% | 3.0k | 254.62 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $754k | -25% | 10k | 74.37 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $718k | 24k | 29.64 |
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| UnitedHealth (UNH) | 0.2 | $593k | +58% | 1.7k | 345.35 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $558k | -14% | 1.1k | 502.74 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $546k | 731.00 | 746.63 |
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| American Financial (AFG) | 0.2 | $533k | -15% | 3.7k | 145.72 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $478k | 2.0k | 243.10 |
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| Amazon (AMZN) | 0.2 | $435k | 2.0k | 219.58 |
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| Advance Auto Parts (AAP) | 0.1 | $408k | -4% | 6.6k | 61.40 |
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| Walt Disney Company (DIS) | 0.1 | $345k | -2% | 3.0k | 114.49 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $333k | -34% | 1.0k | 323.58 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $326k | +5% | 992.00 | 328.18 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $308k | 975.00 | 315.43 |
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| Broadcom (AVGO) | 0.1 | $303k | 919.00 | 329.91 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $289k | 2.6k | 112.75 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $281k | -11% | 2.5k | 110.59 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $276k | -31% | 1.1k | 254.35 |
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| Procter & Gamble Company (PG) | 0.1 | $225k | -5% | 1.5k | 153.60 |
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Past Filings by Sims Investment Management
SEC 13F filings are viewable for Sims Investment Management going back to 2024
- Sims Investment Management 2025 Q3 filed Oct. 22, 2025
- Sims Investment Management 2025 Q2 filed July 29, 2025
- Sims Investment Management 2025 Q1 filed April 24, 2025
- Sims Investment Management 2024 Q4 filed Feb. 5, 2025