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Sims Investment Management, LLC Portfolio
$320.3M across 39 positions as of 2026-09-30, with 87% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SCHXSchwab U.S. Large-Cap ETF | $101.4M | 31.6% | 3,378,656 |
| SCHASchwab U.S. Small-Cap ETF | $56.6M | 17.7% | 1,735,410 |
| QYLDGlobal X NASDAQ 100 Covered Call ETF | $22M | 6.9% | 1,186,480 |
| XYLDGlobal X S&P 500 Covered Call ETF | $19.1M | 6.0% | 461,183 |
| SCHDSchwab US Dividend Equity ETF | $18.9M | 5.9% | 582,002 |
| JOHN HANCOCK EXCHANGE TRADED | $17.7M | 5.5% | 390,021 |
| QQQMInvesco NASDAQ 100 ETF | $15.5M | 4.8% | 50,807 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $11.3M | 3.5% | 471,683 |
| QQQInvesco QQQ Trust, Series 1 | $7.8M | 2.4% | 10,603 |
| VTVVanguard Value ETF | $7.7M | 2.4% | 35,469 |
| SMHVanEck Semiconductor ETF | $6.6M | 2.1% | 10,903 |
| ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund | $5.8M | 1.8% | 385,399 |
| TLTiShares 20+ Year Treasury Bond ETF | $4.2M | 1.3% | 53,739 |
| UBERUber Technologies Inc | $3.5M | 1.1% | 51,480 |
| VCSHVanguard Short-Term Corporate Bond ETF | $3.4M | 1.0% | 43,399 |
| VOOVanguard S&P 500 ETF | $2.5M | 0.8% | 3,582 |
| TSLATesla Inc | $2M | 0.6% | 5,619 |
| PURSUIT ATTRACTIONS AND HOSP | $1.8M | 0.6% | 36,758 |
| EATON VANCE TAX MNGED BUY WR | $1.5M | 0.5% | 100,475 |
| CARNIVAL CORP LTD | $1.4M | 0.4% | 56,785 |
| METAMeta Platforms Inc | $1.2M | 0.4% | 1,636 |
| UNHUnitedHealth Group Inc | $940.9K | 0.3% | 2,563 |
| NUVEEN S&P 500 DYNAMIC OVERW | $933K | 0.3% | 50,462 |
| SCHWAB STRATEGIC TR | $822.6K | 0.3% | 24,180 |
| BNDVanguard Total Bond Market ETF | $634.8K | 0.2% | 9,049 |
| VGTVanguard Information Tech ETF | $628.4K | 0.2% | 5,000 |
| BRK.BBerkshire Hathaway Inc | $587.1K | 0.2% | 1,179 |
| AFGAmerican Financial Group Inc | $499.7K | 0.2% | 3,654 |
| AAPLApple Inc | $492.1K | 0.2% | 1,541 |
| FUNSix Flags Entertainment Corp | $460.5K | 0.1% | 43,000 |
| VTIVanguard Total Stock Market ETF | $346.6K | 0.1% | 926 |
| SPCXSpace Exploration Technologies Corp | $296.6K | 0.1% | 1,966 |
| MSFTMicrosoft Corp | $291.8K | 0.1% | 569 |
| VBVanguard Small-Cap ETF | $282.5K | 0.1% | 993 |
| ROYAL CARIBBEAN GROUP | $265.9K | 0.1% | 1,000 |
| IJSiShares S&P SmallCap 600 Value ETF | $242K | 0.1% | 1,893 |
| SCHBSchwab U.S. Broad Market ETF | $231.3K | 0.1% | 7,892 |
| AMZNAmazon.com Inc | $211.5K | 0.1% | 859 |
| PWVInvesco Dynamic Large Cap Value ETF | $202.6K | 0.1% | 2,655 |
Quarter ending 2026-09-30.
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