The Analysis of SIMS INVESTMENT MANAGEMENT, LLC's Holdings


Currently, SIMS INVESTMENT MANAGEMENT, LLC holds 42 types of securities in its portfolio with a total value $276.4M. In the most recent quarter, they have increased their positions in TLT (+33.3K shares, valued at $3.0M), SCHX (+83.9K shares, valued at $2.2M), XYLD (+45.1K shares, valued at $1.8M); decreased their positions in BND (-3.4K shares, valued at $255.6K), RCL (-536 shares, valued at $173.4K), VB (-511 shares, valued at $130.0K); initiated new positions in TLT (+33.3K shares, valued at $3.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SCHX SCHWAB STRATEGIC TR3.4M shares2.56%2025-09-302025-10-22history
SCHA SCHWAB STRATEGIC TR1.9M shares1.07%2025-09-302025-10-22history
QYLD GLOBAL X FDS1.1M shares5.99%2025-09-302025-10-22history
SCHD SCHWAB STRATEGIC TR624.8K shares-0.19%2025-09-302025-10-22history
XYLD GLOBAL X FDS406.6K shares12.46%2025-09-302025-10-22history
JHSC JOHN HANCOCK EXCHANGE TRADED309.3K shares7.39%2025-09-302025-10-22history
QQQM INVESCO EXCH TRADED FD TR II47.1K shares6.28%2025-09-302025-10-22history
SCHO SCHWAB STRATEGIC TR405.9K shares11.62%2025-09-302025-10-22history
Sponsored
QQQ INVESCO QQQ TR12.8K shares1.17%2025-09-302025-10-22history
ETV EATON VANCE TAX-MANAGED BUY-394.2K shares0.38%2025-09-302025-10-22history
UBER UBER TECHNOLOGIES INC44.4K shares-0.61%2025-09-302025-10-22history
SMH VANECK ETF TRUST12.1K shares0.10%2025-09-302025-10-22history
TLT ISHARES TR33.3K sharesnew addition2025-09-302025-10-22history
TSLA TESLA INC5.9K shares-1.72%2025-09-302025-10-22history
VCSH VANGUARD SCOTTSDALE FDS32.1K shares16.97%2025-09-302025-10-22history
VOO VANGUARD INDEX FDS3.8K shares2.72%2025-09-302025-10-22history
Sponsored
META META PLATFORMS INC2.6K shares-3.33%2025-09-302025-10-22history
CCL CARNIVAL CORP57.5K shares-2.65%2025-09-302025-10-22history
ETB EATON VANCE TAX MNGED BUY WR101.1K shares0.50%2025-09-302025-10-22history
PRSU PURSUIT ATTRACTIONS AND HOSP37.6K shares-3.50%2025-09-302025-10-22history
NVDA NVIDIA CORPORATION5.9K shares-1.82%2025-09-302025-10-22history
BXMX NUVEEN S&P 500 BUY-WRITE INC60.1K shares0.00%2025-09-302025-10-22history
MSFT MICROSOFT CORP1.5K shares3.77%2025-09-302025-10-22history
AAPL APPLE INC3.0K shares-8.19%2025-09-302025-10-22history
Sponsored
BND VANGUARD BD INDEX FDS10.1K shares-25.32%2025-09-302025-10-22history
SCHM SCHWAB STRATEGIC TR24.2K shares-1.22%2025-09-302025-10-22history
UNH UNITEDHEALTH GROUP INC1.7K shares58.05%2025-09-302025-10-22history
BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares-14.30%2025-09-302025-10-22history
VGT VANGUARD WORLD FD731 shares-1.88%2025-09-302025-10-22history
AFG AMERICAN FINL GROUP INC OHIO3.7K shares-15.24%2025-09-302025-10-22history
GOOGL ALPHABET INC2.0K shares0.26%2025-09-302025-10-22history
AMZN AMAZON COM INC2.0K shares1.07%2025-09-302025-10-22history
Sponsored
AAP ADVANCE AUTO PARTS INC6.6K shares-4.34%2025-09-302025-10-22history
DIS DISNEY WALT CO3.0K shares-2.62%2025-09-302025-10-22history
RCL ROYAL CARIBBEAN GROUP1.0K shares-34.23%2025-09-302025-10-22history
VTI VANGUARD INDEX FDS992 shares5.98%2025-09-302025-10-22history
JPM JPMORGAN CHASE & CO.975 shares0.00%2025-09-302025-10-22history
AVGO BROADCOM INC919 shares-1.08%2025-09-302025-10-22history
XOM EXXON MOBIL CORP2.6K shares0.00%2025-09-302025-10-22history
IJS ISHARES TR2.5K shares-11.94%2025-09-302025-10-22history
Sponsored
VB VANGUARD INDEX FDS1.1K shares-32.00%2025-09-302025-10-22history
PG PROCTER AND GAMBLE CO1.5K shares-5.73%2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available