Sims Investment Management

Sims Investment Management as of Sept. 30, 2025

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 3.4M 26.34
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 18.8 $52M 1.9M 27.90
Global X Fds Nasdaq 100 Cover (QYLD) 6.7 $19M 1.1M 17.01
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.2 $17M 625k 27.30
Global X Fds S&p 500 Covered (XYLD) 5.8 $16M 407k 39.26
John Hancock Exchange Traded Multifactr Sml (JHSC) 4.7 $13M 309k 41.85
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 4.2 $12M 47k 247.12
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.6 $9.9M 406k 24.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.8 $7.7M 13k 600.36
Eaton Vance Tax Managed Buy Write Opport (ETV) 2.0 $5.6M 394k 14.25
Uber Technologies (UBER) 1.6 $4.3M 44k 97.97
Vaneck Etf Trust Semiconductr Etf (SMH) 1.4 $3.9M 12k 326.36
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.1 $3.0M 33k 89.37
Tesla Motors (TSLA) 1.0 $2.6M 5.9k 444.73
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.9 $2.6M 32k 79.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $2.3M 3.8k 612.32
Meta Platforms Cl A (META) 0.7 $1.9M 2.6k 734.38
Carnival Corp Unit 99/99/9999 (CCL) 0.6 $1.7M 58k 28.91
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.5 $1.5M 101k 15.00
Viad (PRSU) 0.5 $1.4M 38k 36.18
NVIDIA Corporation (NVDA) 0.4 $1.1M 5.9k 186.58
Nuveen Equity Premium Income Fund (BXMX) 0.3 $868k 60k 14.44
Microsoft Corporation (MSFT) 0.3 $798k 1.5k 517.95
Apple (AAPL) 0.3 $771k 3.0k 254.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $754k 10k 74.37
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $718k 24k 29.64
UnitedHealth (UNH) 0.2 $593k 1.7k 345.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $558k 1.1k 502.74
Vanguard World Inf Tech Etf (VGT) 0.2 $546k 731.00 746.63
American Financial (AFG) 0.2 $533k 3.7k 145.72
Alphabet Cap Stk Cl A (GOOGL) 0.2 $478k 2.0k 243.10
Amazon (AMZN) 0.2 $435k 2.0k 219.58
Advance Auto Parts (AAP) 0.1 $408k 6.6k 61.40
Walt Disney Company (DIS) 0.1 $345k 3.0k 114.49
Royal Caribbean Cruises (RCL) 0.1 $333k 1.0k 323.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $326k 992.00 328.18
JPMorgan Chase & Co. (JPM) 0.1 $308k 975.00 315.43
Broadcom (AVGO) 0.1 $303k 919.00 329.91
Exxon Mobil Corporation (XOM) 0.1 $289k 2.6k 112.75
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $281k 2.5k 110.59
Vanguard Index Fds Small Cp Etf (VB) 0.1 $276k 1.1k 254.35
Procter & Gamble Company (PG) 0.1 $225k 1.5k 153.60