SIMS INVESTMENT MANAGEMENT, LLC Q4 2025 Filing
Filed January 16, 2026
Portfolio Value
$282.9M
Holdings
43
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (43 positions)
| Stock | Value |
|---|---|
SCHXSCHWAB STRATEGIC TR | $92.0M |
SCHASCHWAB STRATEGIC TR | $52.2M |
QYLDGLOBAL X FDS | $19.6M |
SCHDSCHWAB STRATEGIC TR | $17.0M |
XYLDGLOBAL X FDS | $16.8M |
JHSCJOHN HANCOCK EXCHANGE TRADED | $13.5M |
QQQMINVESCO EXCH TRADED FD TR II | $11.9M |
SCHOSCHWAB STRATEGIC TR | $10.0M |
NDQINVESCO QQQ TR | $7.5M |
ETVEATON VANCE TAX-MANAGED BUY- | $5.6M |
SMHVANECK ETF TRUST | $4.3M |
UBERUBER TECHNOLOGIES INC | $3.7M |
TLTISHARES TR | $3.5M |
VCSHVANGUARD SCOTTSDALE FDS | $2.7M |
TSLATESLA INC | $2.6M |
VOOVANGUARD INDEX FDS | $2.2M |
METAMETA PLATFORMS INC | $1.9M |
CCLCARNIVAL CORP | $1.7M |
ETBEATON VANCE TAX MNGED BUY WR | $1.5M |
PRSUPURSUIT ATTRACTIONS AND HOSP | $1.2M |
NVDANVIDIA CORPORATION | $1.0M |
XBXMXNUVEEN S&P 500 BUY-WRITE INC | $883K |
AAPLAPPLE INC | $800K |
SCHMSCHWAB STRATEGIC TR | $727K |
UNHUNITEDHEALTH GROUP INC | $726K |
BNDVANGUARD BD INDEX FDS | $714K |
MSFTMICROSOFT CORP | $669K |
GOOGLALPHABET INC | $589K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $547K |
VGTVANGUARD WORLD FD | $532K |
FUNSIX FLAGS ENTERTAINMENT CORP | $506K |
AFGAMERICAN FINL GROUP INC OHIO | $499K |
AMZNAMAZON COM INC | $391K |
DISDISNEY WALT CO | $342K |
AVGOBROADCOM INC | $298K |
VTIVANGUARD INDEX FDS | $298K |
JPMJPMORGAN CHASE & CO. | $287K |
RCLROYAL CARIBBEAN GROUP | $281K |
VBVANGUARD INDEX FDS | $266K |
XOMEXXON MOBIL CORP | $265K |
IJSISHARES TR | $259K |
LLYELI LILLY & CO | $216K |
GMGENERAL MTRS CO | $203K |