SIMS INVESTMENT MANAGEMENT, LLC
CIK: 0002053807SEC EDGAR →
Portfolio Value
$282.9M
Holdings
43
As of
Q4 2025
New Positions
43
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 3,420,432 | $92.0M | 32.53% |
| 2 | SCHWAB STRATEGIC TR | 1,831,359 | $52.2M | 18.43% |
| 3 | GLOBAL X FDS | 1,111,105 | $19.6M | 6.94% |
| 4 | SCHWAB STRATEGIC TR | 619,658 | $17.0M | 6.01% |
| 5 | GLOBAL X FDS | 412,816 | $16.8M | 5.93% |
| 6 | JOHN HANCOCK EXCHANGE TRADED | 321,946 | $13.5M | 4.78% |
| 7 | INVESCO EXCH TRADED FD TR II | 47,149 | $11.9M | 4.21% |
| 8 | SCHWAB STRATEGIC TR | 410,843 | $10.0M | 3.54% |
| 9 | INVESCO QQQ TR | 12,268 | $7.5M | 2.66% |
| 10 | EATON VANCE TAX-MANAGED BUY- | 388,911 | $5.6M | 1.97% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (43)
$92.0M · 3.4M shares
$52.2M · 1.8M shares
$19.6M · 1.1M shares
$17.0M · 620K shares
$16.8M · 413K shares
$13.5M · 322K shares
$11.9M · 47K shares
$10.0M · 411K shares
$7.5M · 12K shares
$5.6M · 389K shares
$4.3M · 12K shares
$3.7M · 46K shares
$3.5M · 40K shares
$2.7M · 33K shares
$2.6M · 6K shares
$2.2M · 4K shares
$1.9M · 3K shares
$1.7M · 56K shares
$1.5M · 100K shares
$1.2M · 37K shares
$1.0M · 5K shares
$883K · 60K shares
$800K · 3K shares
$727K · 24K shares
$726K · 2K shares
$714K · 10K shares
$669K · 1K shares
$589K · 2K shares
$547K · 1K shares
$532K · 706 shares
$506K · 33K shares
$499K · 4K shares
$391K · 2K shares
$342K · 3K shares
$298K · 863 shares
$298K · 889 shares
$287K · 891 shares
$281K · 1K shares
$266K · 1K shares
$265K · 2K shares
$259K · 2K shares
$216K · 201 shares
$203K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 21 | $254.9M | 90.1% |
| Unknown | 3 | $9.0M | 3.2% |
| Technology | 6 | $8.0M | 2.8% |
| Consumer Cyclical | 6 | $5.7M | 2.0% |
| Communication Services | 3 | $2.8M | 1.0% |
| Industrials | 1 | $1.2M | 0.4% |
| Healthcare | 2 | $942K | 0.3% |
| Energy | 1 | $265K | 0.1% |