Sims Investment Management

Sims Investment Management as of March 31, 2026

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