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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, XYLD, SCHD, and represent 68.08% of Sims Investment Management's stock portfolio.
Added to shares of these 10 stocks: QYLD, XYLD, SCHX, VTV, JHSC, TLT, SCHD, SCHO, SPCX, QQQM.
Reduced shares in these 10 stocks: IJH, PRF, GM, PG, IJR, , GE, GOOGL, BIV, GSY.
Sold out of its positions in AMLP, T, ARKG, ABBV, GLTR, AMD, ABNB, BABA, GOOG, GOOGL.
Sims Investment Management was a net buyer of stock by $3.5M.
Sims Investment Management has $320M in assets under management (AUM), dropping by -0.96%.
Central Index Key (CIK): 0002053807

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Portfolio Holdings for Sims Investment Management

Sims Investment Management holds 39 positions in its portfolio as reported in the September 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)	31.6	$101M		3.4M	30.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	17.7	$57M		1.7M	32.63	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	6.9	$22M	+8%	1.2M	18.55	View chart
Global X Fds S&p 500 Covered (XYLD)	6.0	$19M	+5%	461k	41.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.9	$19M	+2%	582k	32.53	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	5.5	$18M	+3%	390k	45.45	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	4.8	$16M		51k	304.64	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	3.5	$11M	+3%	472k	23.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.4	$7.8M		11k	739.77	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	2.4	$7.7M	+11%	36k	216.08	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.1	$6.6M		11k	609.02	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	1.8	$5.8M		385k	14.92	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.3	$4.2M	+15%	54k	77.78	View chart
Uber Technologies (UBER)	1.1	$3.5M	+3%	52k	68.51	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.0	$3.4M	+9%	43k	77.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$2.5M		3.6k	700.85	View chart
Tesla Motors (TSLA)	0.6	$2.0M		5.6k	354.81	View chart
Viad (PRSU)	0.6	$1.8M		37k	49.73	View chart
Eaton Vance Tax-Managed Buy-Write Income (ETB)	0.5	$1.5M		101k	15.33	View chart
Carnival Corp Common Shares (CCL)	0.4	$1.4M		57k	24.54	View chart
Meta Platforms Cl A (META)	0.4	$1.2M		1.6k	725.18	View chart
UnitedHealth (UNH)	0.3	$941k	+4%	2.6k	367.12	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	0.3	$933k		51k	18.49	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$823k		24k	34.02	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$635k		9.0k	70.15	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$628k	-10%	5.0k	125.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$587k		1.2k	497.95	View chart
American Financial (AFG)	0.2	$500k		3.7k	136.76	View chart
Apple (AAPL)	0.2	$492k	-5%	1.5k	319.33	View chart
Six Flags Entertainment Corp (FUN)	0.1	$461k	+30%	43k	10.71	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$347k		926.00	374.35	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$297k	+15023%	2.0k	150.86	View chart
Microsoft Corporation (MSFT)	0.1	$292k	-14%	569.00	512.90	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$283k		993.00	284.47	View chart
Royal Caribbean Cruises (RCL)	0.1	$266k		1.0k	265.86	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$242k		1.9k	127.82	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$231k		7.9k	29.31	View chart
Amazon (AMZN)	0.1	$212k		859.00	246.20	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$203k		2.7k	76.30	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 Q3 filed Oct. 13, 2026
Sims Investment Management 2026 Q2 filed July 21, 2026
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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