SIMS INVESTMENT MANAGEMENT, LLC
SIMS INVESTMENT MANAGEMENT, LLC reported 184 positions worth $323.4M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: SCHX (30.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHX | SH | $98.6M | 30.48% | 3,349,904 | — | — | |
| ▸ 2 | SCHA | SH | $62.7M | 19.38% | 1,734,453 | — | — | |
| ▸ 3 | QYLD | SH | $20.1M | 6.23% | 1,092,989 | — | — | |
| ▸ 4 | JHSC | SH | $18.2M | 5.63% | 375,257 | — | — | |
| ▸ 5 | SCHD | SH | $18.0M | 5.58% | 568,963 | — | — | |
| ▸ 6 | XYLD | SH | $17.9M | 5.53% | 438,538 | — | — | |
| ▸ 7 | QQQM | SH | $15.1M | 4.67% | 49,842 | — | — | |
| ▸ 8 | SCHO | SH | $11.0M | 3.40% | 455,538 | — | — | |
| ▸ 9 | QQQ | SH | $7.8M | 2.42% | 10,616 | — | — | |
| ▸ 10 | SMH | SH | $7.2M | 2.22% | 10,942 | — | — |
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Frequently Asked Questions
What stocks does SIMS INVESTMENT MANAGEMENT, LLC hold as of Q2 2026?
SIMS INVESTMENT MANAGEMENT, LLC reported 184 positions worth $323.4M in its Q2 2026 13F filing. Largest positions: SCHX (30.5%), SCHA (19.4%), QYLD (6.2%), JHSC (5.6%) and SCHD (5.6%).
What did SIMS INVESTMENT MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SIMS INVESTMENT MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.