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The Analysis of SIMS INVESTMENT MANAGEMENT, LLC's Holdings & P&L

Currently, SIMS INVESTMENT MANAGEMENT, LLC holds 35 types of securities in its portfolio with a total value $272.1M. In the most recent quarter, they have increased their positions in VTV (+22.7K shares, valued at $4.5M), JHSC (+27.4K shares, valued at $1.2M), SPXX (+50.5K shares, valued at $810.9K); decreased their positions in SCHX (-114.3K shares, valued at $2.9M), SCHA (-96.6K shares, valued at $2.8M), SCHD (-61.9K shares, valued at $1.9M); initiated new positions in VTV (+22.7K shares, valued at $4.5M), SPXX (+50.5K shares, valued at $810.9K).

1M P&L

+10.8M+3.93%

3M P&L

+12.3M+4.52%

HY P&L

+27.4M+10.64%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A251.1M

95.6%

2Software - Application3.4M

1.3%

3Auto Manufacturers2.1M

0.8%

Top Industries by Stock Count

1N/A21 stocks

67.7%

2Travel Services2 stocks

6.5%

3Insurance - Property & Casualty1 stocks

3.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR3.3M shares-3.34%2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR1.7M shares-5.27%2026-03-312026-04-21

QYLD GLOBAL X FDS1.1M shares3.35%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR557.8K shares-9.98%2026-03-312026-04-21

XYLD GLOBAL X FDS427.0K shares3.43%2026-03-312026-04-21

JHSC JOHN HANCOCK EXCHANGE TRADED349.4K shares8.52%2026-03-312026-04-21

QQQM INVESCO EXCH TRADED FD TR II48.2K shares2.32%2026-03-312026-04-21

SCHO SCHWAB STRATEGIC TR422.6K shares2.87%2026-03-312026-04-21

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INVESCO QQQ TR INVESCO QQQ TR10.6K shares-13.31%2026-03-312026-04-21

ETV EATON VANCE TAX-MANAGED BUY-387.9K shares-0.25%2026-03-312026-04-21

VTV VANGUARD INDEX FDS22.7K sharesnew addition2026-03-312026-04-21

SMH VANECK ETF TRUST11.3K shares-5.70%2026-03-312026-04-21

TLT ISHARES TR45.2K shares12.31%2026-03-312026-04-21

UBER UBER TECHNOLOGIES INC47.9K shares5.11%2026-03-312026-04-21

VCSH VANGUARD SCOTTSDALE FDS33.7K shares0.61%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS3.5K shares0.00%2026-03-312026-04-21

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TSLA TESLA INC5.6K shares-4.90%2026-03-312026-04-21

CCL CARNIVAL CORP56.3K shares0.84%2026-03-312026-04-21

ETB EATON VANCE TAX MNGED BUY WR100.5K shares0.00%2026-03-312026-04-21

PRSU PURSUIT ATTRACTIONS AND HOSP37.2K shares0.70%2026-03-312026-04-21

META META PLATFORMS INC2.4K shares-16.50%2026-03-312026-04-21

SPXX NUVEEN S&P 500 DYNAMIC OVERW50.5K sharesnew addition2026-03-312026-04-21

SCHM SCHWAB STRATEGIC TR24.2K shares0.00%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS9.6K shares-0.03%2026-03-312026-04-21

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UNH UNITEDHEALTH GROUP INC2.3K shares2.73%2026-03-312026-04-21

SIX FLAGS ENTERTAINMENT CORP SIX FLAGS ENTERTAINMENT CORP33.0K shares0.00%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares-0.92%2026-03-312026-04-21

VGT VANGUARD WORLD FD700 shares-0.85%2026-03-312026-04-21

AFG AMERICAN FINANCIAL GROUP INC3.7K shares0.00%2026-03-312026-04-21

AAPL APPLE INC1.3K shares-56.24%2026-03-312026-04-21

VTI VANGUARD INDEX FDS889 shares0.00%2026-03-312026-04-21

RCL ROYAL CARIBBEAN GROUP1.0K shares-0.99%2026-03-312026-04-21

Sponsored

DIS DISNEY WALT CO2.8K shares-5.81%2026-03-312026-04-21

VB VANGUARD INDEX FDS1.0K shares0.29%2026-03-312026-04-21

IJS ISHARES TR2.0K shares-12.23%2026-03-312026-04-21

SCHX

SCHWAB STRATEGIC TR

-3.34%

Shares3.3M

Event2026-03-31

Filed2026-04-21

SCHA

SCHWAB STRATEGIC TR

-5.27%

Shares1.7M

Event2026-03-31

Filed2026-04-21

QYLD

GLOBAL X FDS

3.35%

Shares1.1M

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB STRATEGIC TR

-9.98%

Shares557.8K

Event2026-03-31

Filed2026-04-21

XYLD

GLOBAL X FDS

3.43%

Shares427.0K

Event2026-03-31

Filed2026-04-21

JHSC

JOHN HANCOCK EXCHANGE TRADED

8.52%

Shares349.4K

Event2026-03-31

Filed2026-04-21

QQQM

INVESCO EXCH TRADED FD TR II

2.32%

Shares48.2K

Event2026-03-31

Filed2026-04-21

SCHO

SCHWAB STRATEGIC TR

2.87%

Shares422.6K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

-13.31%

Shares10.6K

Event2026-03-31

Filed2026-04-21

ETV

EATON VANCE TAX-MANAGED BUY-

-0.25%

Shares387.9K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

New

Shares22.7K

Event2026-03-31

Filed2026-04-21

SMH

VANECK ETF TRUST

-5.70%

Shares11.3K

Event2026-03-31

Filed2026-04-21

TLT

ISHARES TR

12.31%

Shares45.2K

Event2026-03-31

Filed2026-04-21

UBER

UBER TECHNOLOGIES INC

5.11%

Shares47.9K

Event2026-03-31

Filed2026-04-21

VCSH

VANGUARD SCOTTSDALE FDS

0.61%

Shares33.7K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

-4.90%

Shares5.6K

Event2026-03-31

Filed2026-04-21

CCL

CARNIVAL CORP

0.84%

Shares56.3K

Event2026-03-31

Filed2026-04-21

ETB

EATON VANCE TAX MNGED BUY WR

0.00%

Shares100.5K

Event2026-03-31

Filed2026-04-21

PRSU

PURSUIT ATTRACTIONS AND HOSP

0.70%

Shares37.2K

Event2026-03-31

Filed2026-04-21