SIMS INVESTMENT MANAGEMENT, LLC

CIK: 0002053807Latest portfolio: $282.9M · Q4 2025

Holdings

43

Total Value

$282.9M

New Positions

43

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
SCHXSCHWAB STRATEGIC TR
3,420,432$92.0M32.53%NEW
2
SCHASCHWAB STRATEGIC TR
1,831,359$52.2M18.43%NEW
3
QYLDGLOBAL X FDS
1,111,105$19.6M6.94%NEW
4
SCHDSCHWAB STRATEGIC TR
619,658$17.0M6.01%NEW
5
XYLDGLOBAL X FDS
412,816$16.8M5.93%NEW
6
JHSCJOHN HANCOCK EXCHANGE TRADED
321,946$13.5M4.78%NEW
7
QQQMINVESCO EXCH TRADED FD TR II
47,149$11.9M4.21%NEW
8
SCHOSCHWAB STRATEGIC TR
410,843$10.0M3.54%NEW
9
NDQINVESCO QQQ TR
12,268$7.5M2.66%NEW
10
ETVEATON VANCE TAX-MANAGED BUY-
388,911$5.6M1.97%NEW
11
SMHVANECK ETF TRUST
11,990$4.3M1.53%NEW
12
UBERUBER TECHNOLOGIES INC
45,602$3.7M1.32%NEW
13
TLTISHARES TR
40,225$3.5M1.24%NEW
14
VCSHVANGUARD SCOTTSDALE FDS
33,458$2.7M0.94%NEW
15
TSLATESLA INC
5,878$2.6M0.93%NEW
16
VOOVANGUARD INDEX FDS
3,548$2.2M0.79%NEW
17
METAMETA PLATFORMS INC
2,819$1.9M0.66%NEW
18
CCLCARNIVAL CORP
55,829$1.7M0.60%NEW
19
ETBEATON VANCE TAX MNGED BUY WR
100,475$1.5M0.54%NEW
20
PRSUPURSUIT ATTRACTIONS AND HOSP
36,898$1.2M0.44%NEW
21
NVDANVIDIA CORPORATION
5,415$1.0M0.36%NEW
22
XBXMXNUVEEN S&P 500 BUY-WRITE INC
60,100$883K0.31%NEW
23
AAPLAPPLE INC
2,943$800K0.28%NEW
24
SCHMSCHWAB STRATEGIC TR
24,180$727K0.26%NEW
25
UNHUNITEDHEALTH GROUP INC
2,201$726K0.26%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

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

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 16, 2026$282.9M43
Q3 2025Oct 22, 2025$276.4B0
Q2 2025Jul 29, 2025$248.7B43
Q1 2025Apr 24, 2025$223.7B41
Q4 2024Feb 5, 2025$176.9B37

Fund Information

CIK0002053807
Most Recent FilingJan 16, 2026
Number of Filings5

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.