SIMS INVESTMENT MANAGEMENT, LLC
CIK 0002053807 · CINCINNATI, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$323.4M
2026 Q2
Positions
184
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
85.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SCHX
SCHWAB STRATEGIC TR
30.5%
SCHA
SCHWAB STRATEGIC TR
19.4%
QYLD
GLOBAL X FDS
6.2%
JHSC
JOHN HANCOCK EXCHANGE TRADED
5.6%
SCHD
SCHWAB STRATEGIC TR
5.6%
XYLD
GLOBAL X FDS
5.5%
QQQM
INVESCO EXCH TRADED FD TR II
4.7%
SCHO
SCHWAB STRATEGIC TR
3.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.