SIMS INVESTMENT MANAGEMENT, LLC
CIK: 0002053807Latest portfolio: $282.9M · Q4 2025
Holdings
43
Total Value
$282.9M
New Positions
43
Closed Positions
0
Top Holdings
View All 43 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SCHXSCHWAB STRATEGIC TR | 3,420,432 | $92.0M | 32.53% | NEW | |
| 2 | SCHASCHWAB STRATEGIC TR | 1,831,359 | $52.2M | 18.43% | NEW | |
| 3 | QYLDGLOBAL X FDS | 1,111,105 | $19.6M | 6.94% | NEW | |
| 4 | SCHDSCHWAB STRATEGIC TR | 619,658 | $17.0M | 6.01% | NEW | |
| 5 | XYLDGLOBAL X FDS | 412,816 | $16.8M | 5.93% | NEW | |
| 6 | JHSCJOHN HANCOCK EXCHANGE TRADED | 321,946 | $13.5M | 4.78% | NEW | |
| 7 | QQQMINVESCO EXCH TRADED FD TR II | 47,149 | $11.9M | 4.21% | NEW | |
| 8 | SCHOSCHWAB STRATEGIC TR | 410,843 | $10.0M | 3.54% | NEW | |
| 9 | NDQINVESCO QQQ TR | 12,268 | $7.5M | 2.66% | NEW | |
| 10 | ETVEATON VANCE TAX-MANAGED BUY- | 388,911 | $5.6M | 1.97% | NEW | |
| 11 | SMHVANECK ETF TRUST | 11,990 | $4.3M | 1.53% | NEW | |
| 12 | UBERUBER TECHNOLOGIES INC | 45,602 | $3.7M | 1.32% | NEW | |
| 13 | TLTISHARES TR | 40,225 | $3.5M | 1.24% | NEW | |
| 14 | VCSHVANGUARD SCOTTSDALE FDS | 33,458 | $2.7M | 0.94% | NEW | |
| 15 | TSLATESLA INC | 5,878 | $2.6M | 0.93% | NEW | |
| 16 | VOOVANGUARD INDEX FDS | 3,548 | $2.2M | 0.79% | NEW | |
| 17 | METAMETA PLATFORMS INC | 2,819 | $1.9M | 0.66% | NEW | |
| 18 | CCLCARNIVAL CORP | 55,829 | $1.7M | 0.60% | NEW | |
| 19 | ETBEATON VANCE TAX MNGED BUY WR | 100,475 | $1.5M | 0.54% | NEW | |
| 20 | PRSUPURSUIT ATTRACTIONS AND HOSP | 36,898 | $1.2M | 0.44% | NEW | |
| 21 | NVDANVIDIA CORPORATION | 5,415 | $1.0M | 0.36% | NEW | |
| 22 | XBXMXNUVEEN S&P 500 BUY-WRITE INC | 60,100 | $883K | 0.31% | NEW | |
| 23 | AAPLAPPLE INC | 2,943 | $800K | 0.28% | NEW | |
| 24 | SCHMSCHWAB STRATEGIC TR | 24,180 | $727K | 0.26% | NEW | |
| 25 | UNHUNITEDHEALTH GROUP INC | 2,201 | $726K | 0.26% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($9.204352157196331e+74T)
Technology0.0% ($372615341009.8T)
Consumer Cyclical0.0% ($26431705506.4T)
Unknown0.0% ($7.5T)
Communication Services0.0% ($1.9T)
Healthcare0.0% ($726.2M)
Industrials0.0% ($1.2M)
Energy0.0% ($265K)
Filing History
Fund Information
SIMS INVESTMENT MANAGEMENT, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $282.9M across 43 holdings. The largest position is SCHWAB STRATEGIC TR (SCHX), representing 32.5% of the portfolio. Compared to the previous quarter, the fund opened 43 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.