J.E. Simmons & Co., P.C.
CIK: 0002111381SEC EDGAR →
Portfolio Value
$154K
Holdings
68
As of
Q4 2025
New Positions
68
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ELECTROMED INC | 492,822 | $14.3M | 9302.42% |
| 2 | SCHWAB STRATEGIC TR | 258,276 | $11.7M | 7568.99% |
| 3 | SCHWAB STRATEGIC TR | 426,178 | $11.6M | 7517.13% |
| 4 | BLACKROCK ETF TRUST | 154,544 | $9.4M | 6091.62% |
| 5 | VANGUARD SCOTTSDALE FDS | 118,434 | $9.0M | 5823.25% |
| 6 | VANGUARD INTL EQUITY INDEX F | 120,910 | $6.5M | 4213.64% |
| 7 | SPDR SERIES TRUST | 193,988 | $5.1M | 3328.13% |
| 8 | BLACKROCK ETF TRUST | 131,348 | $4.4M | 2834.81% |
| 9 | ISHARES TR | 93,509 | $4.4M | 2820.54% |
| 10 | ISHARES TR | 18,965 | $3.8M | 2441.32% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $86.6M | 78.3% |
| Healthcare | 7 | $15.8M | 14.2% |
| Technology | 6 | $3.1M | 2.8% |
| Unknown | 7 | $2.8M | 2.5% |
| Consumer Cyclical | 3 | $1.4M | 1.2% |
| Communication Services | 4 | $1.1M | 1.0% |
| Industrials | 1 | $390 | 0.0% |