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 69.84% of Sims Investment Management's stock portfolio.
- Added to shares of these 10 stocks: SCHX, TLT, JHSC, FUN, QYLD, XYLD, LLY, GM, UNH, SCHO.
- Started 3 new stock positions in LLY, FUN, GM.
- Reduced shares in these 10 stocks: SCHA, , QQQ, PG, VOO, SCHD, NVDA, ETV, MSFT, AMZN.
- Sold out of its positions in AAP, PG.
- Sims Investment Management was a net buyer of stock by $2.0M.
- Sims Investment Management has $283M in assets under management (AUM), dropping by 2.38%.
- Central Index Key (CIK): 0002053807
Tip: Access up to 7 years of quarterly data
Positions held by Sims Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Sims Investment Management
Sims Investment Management holds 43 positions in its portfolio as reported in the December 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) | 32.5 | $92M | 3.4M | 26.91 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 18.4 | $52M | 1.8M | 28.48 |
|
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 6.9 | $20M | 1.1M | 17.67 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 6.0 | $17M | 620k | 27.43 |
|
|
| Global X Fds S&p 500 Covered (XYLD) | 5.9 | $17M | 413k | 40.63 |
|
|
| John Hancock Exchange Traded Multifactr Sml (JHSC) | 4.8 | $14M | +4% | 322k | 41.99 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 4.2 | $12M | 47k | 252.92 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 3.5 | $10M | 411k | 24.37 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.7 | $7.5M | -4% | 12k | 614.33 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 2.0 | $5.6M | 389k | 14.36 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.5 | $4.3M | 12k | 360.14 |
|
|
| Uber Technologies (UBER) | 1.3 | $3.7M | +2% | 46k | 81.71 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.2 | $3.5M | +20% | 40k | 87.16 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.9 | $2.7M | +4% | 34k | 79.73 |
|
| Tesla Motors (TSLA) | 0.9 | $2.6M | 5.9k | 449.73 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $2.2M | -6% | 3.5k | 627.09 |
|
| Meta Platforms Cl A (META) | 0.7 | $1.9M | +6% | 2.8k | 660.09 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.6 | $1.7M | -2% | 56k | 30.54 |
|
| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.5 | $1.5M | 101k | 15.27 |
|
|
| Viad (PRSU) | 0.4 | $1.2M | 37k | 33.68 |
|
|
| NVIDIA Corporation (NVDA) | 0.4 | $1.0M | -8% | 5.4k | 186.50 |
|
| Nuveen Equity Premium Income Fund (BXMX) | 0.3 | $884k | 60k | 14.70 |
|
|
| Apple (AAPL) | 0.3 | $800k | -2% | 2.9k | 271.86 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $727k | 24k | 30.07 |
|
|
| UnitedHealth (UNH) | 0.3 | $727k | +28% | 2.2k | 330.16 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $715k | -4% | 9.6k | 74.07 |
|
| Microsoft Corporation (MSFT) | 0.2 | $669k | -10% | 1.4k | 483.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $589k | -4% | 1.9k | 313.00 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $547k | 1.1k | 502.65 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $532k | -3% | 706.00 | 753.78 |
|
| Six Flags Entertainment Corp (FUN) | 0.2 | $506k | NEW | 33k | 15.34 |
|
| American Financial (AFG) | 0.2 | $499k | 3.7k | 136.68 |
|
|
| Amazon (AMZN) | 0.1 | $392k | -14% | 1.7k | 230.84 |
|
| Walt Disney Company (DIS) | 0.1 | $343k | 3.0k | 113.76 |
|
|
| Broadcom (AVGO) | 0.1 | $299k | -6% | 863.00 | 346.10 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $298k | -10% | 889.00 | 335.29 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $287k | -8% | 891.00 | 322.22 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $282k | 1.0k | 278.92 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $267k | -4% | 1.0k | 257.96 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $265k | -13% | 2.2k | 120.34 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $260k | -10% | 2.3k | 113.72 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $216k | NEW | 201.00 | 1074.68 |
|
| General Motors Company (GM) | 0.1 | $203k | NEW | 2.5k | 81.32 |
|
Past Filings by Sims Investment Management
SEC 13F filings are viewable for Sims Investment Management going back to 2024
- Sims Investment Management 2025 Q3 restated filed Jan. 16, 2026
- Sims Investment Management 2025 Q4 filed Jan. 16, 2026
- 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