Sims Investment Management

Sims Investment Management as of Dec. 31, 2025

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 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 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 46k 81.71
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.2 $3.5M 40k 87.16
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.9 $2.7M 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 3.5k 627.09
Meta Platforms Cl A (META) 0.7 $1.9M 2.8k 660.09
Carnival Corp Unit 99/99/9999 (CCL) 0.6 $1.7M 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 5.4k 186.50
Nuveen Equity Premium Income Fund (BXMX) 0.3 $884k 60k 14.70
Apple (AAPL) 0.3 $800k 2.9k 271.86
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $727k 24k 30.07
UnitedHealth (UNH) 0.3 $727k 2.2k 330.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $715k 9.6k 74.07
Microsoft Corporation (MSFT) 0.2 $669k 1.4k 483.62
Alphabet Cap Stk Cl A (GOOGL) 0.2 $589k 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 706.00 753.78
Six Flags Entertainment Corp (FUN) 0.2 $506k 33k 15.34
American Financial (AFG) 0.2 $499k 3.7k 136.68
Amazon (AMZN) 0.1 $392k 1.7k 230.84
Walt Disney Company (DIS) 0.1 $343k 3.0k 113.76
Broadcom (AVGO) 0.1 $299k 863.00 346.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $298k 889.00 335.29
JPMorgan Chase & Co. (JPM) 0.1 $287k 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 1.0k 257.96
Exxon Mobil Corporation (XOM) 0.1 $265k 2.2k 120.34
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $260k 2.3k 113.72
Eli Lilly & Co. (LLY) 0.1 $216k 201.00 1074.68
General Motors Company (GM) 0.1 $203k 2.5k 81.32