§ 13F · FUND PROFILE
SIMS INVESTMENT MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $248.7T (13F)Positions · 43Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$925.5B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 3.42M | $92.0T | 32.5% | +2% |
| 2 | SCHA | SCHWAB STRATEGIC TR | 1.83M | $52.2T | 18.4% | −1% |
| 3 | QYLD | GLOBAL X FDS | 1.11M | $19.6T | 6.9% | +2% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 620K | $17.0T | 6.0% | −1% |
| 5 | XYLD | GLOBAL X FDS | 413K | $16.8T | 5.9% | +2% |
| 6 | JHSC | JOHN HANCOCK EXCHANGE TRADED | 322K | $13.5T | 4.8% | +4% |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | 47K | $11.9T | 4.2% | ±0% |
| 8 | SCHO | SCHWAB STRATEGIC TR | 411K | $10.0T | 3.5% | +1% |
| 9 | QQQ | INVESCO QQQ TR | 12K | $7.5T | 2.7% | −4% |
| 10 | ETV | EATON VANCE TAX-MANAGED BUY- | 389K | $5.6T | 2.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIMS SIGNAL
AC read
SIMS INVESTMENT MANAGEMENT, LLC is a Other fund managing $248676.1 trillion in assets. The fund runs a portfolio of 43 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed