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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 69.35% of Sims Investment Management's stock portfolio.
Added to shares of these 10 stocks: VTV, JHSC, SPXX, QYLD, XYLD, TLT, SCHO, QQQM, UBER, UNH.
Started 2 new stock positions in VTV, SPXX.
Reduced shares in these 10 stocks: SCHX, SCHA, SCHD, NVDA, QQQ, , MSFT, GOOGL, AAPL, AMZN.
Sold out of its positions in GOOGL, AMZN, AVGO, XOM, GM, JPM, LLY, MSFT, NVDA, Nuveen Equity Premium Income Fund.
Sims Investment Management was a net seller of stock by $-5.7M.
Sims Investment Management has $272M in assets under management (AUM), dropping by -3.81%.
Central Index Key (CIK): 0002053807

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Portfolio Holdings for Sims Investment Management

Sims Investment Management holds 35 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	31.1	$85M	-3%	3.3M	25.64	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	18.5	$50M	-5%	1.7M	29.08	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	7.2	$20M	+3%	1.1M	17.15	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.3	$17M	-9%	558k	30.68	View chart
Global X Fds S&p 500 Covered (XYLD)	6.1	$17M	+3%	427k	39.13	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	5.5	$15M	+8%	349k	42.89	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	4.2	$12M	+2%	48k	237.62	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	3.8	$10M	+2%	423k	24.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$6.1M	-13%	11k	577.16	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	1.9	$5.3M		388k	13.67	View chart
Vanguard Index Fds Value Etf (VTV)	1.6	$4.5M	NEW	23k	196.20	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.6	$4.3M	-5%	11k	383.41	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.4	$3.9M	+12%	45k	86.69	View chart
Uber Technologies (UBER)	1.3	$3.4M	+5%	48k	71.93	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.0	$2.7M		34k	79.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$2.1M		3.5k	597.52	View chart
Tesla Motors (TSLA)	0.8	$2.1M	-4%	5.6k	371.75	View chart
Carnival Corp Common Stock (CCL)	0.5	$1.5M		56k	25.88	View chart
Eaton Vance Tax-Managed Buy-Write Income (ETB)	0.5	$1.4M		101k	14.42	View chart
Viad (PRSU)	0.5	$1.4M		37k	36.63	View chart
Meta Platforms Cl A (META)	0.5	$1.3M	-16%	2.4k	572.13	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	0.3	$811k	NEW	51k	16.07	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$749k		24k	30.96	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$710k		9.6k	73.64	View chart
UnitedHealth (UNH)	0.2	$612k	+2%	2.3k	270.56	View chart
Six Flags Entertainment Corp (FUN)	0.2	$586k		33k	17.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$517k		1.1k	479.20	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$488k		700.00	697.72	View chart
American Financial (AFG)	0.2	$467k		3.7k	127.71	View chart
Apple (AAPL)	0.1	$332k	-56%	1.3k	258.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$285k		889.00	320.83	View chart
Royal Caribbean Cruises (RCL)	0.1	$275k		1.0k	275.18	View chart
Walt Disney Company (DIS)	0.1	$275k	-5%	2.8k	96.82	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$271k		1.0k	261.85	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$238k	-12%	2.0k	118.63	View chart

Past Filings by Sims Investment Management

SEC 13F filings are viewable for Sims Investment Management going back to 2024

Sims Investment Management 2026 Q1 filed April 21, 2026
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

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