§ 13F · FUND PROFILE
SIMS INVESTMENT MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $553M (13F)Positions · 84Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 3.31M | $85M | 31.1% | −3% |
| 2 | SCHA | SCHWAB STRATEGIC TR | 1.73M | $50M | 18.5% | −5% |
| 3 | QYLD | GLOBAL X FDS | 1.15M | $20M | 7.2% | +3% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 558K | $17M | 6.3% | −10% |
| 5 | XYLD | GLOBAL X FDS | 427K | $17M | 6.1% | +3% |
| 6 | JHSC | JOHN HANCOCK EXCHANGE TRADED | 349K | $15M | 5.5% | +9% |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | 48K | $11M | 4.2% | +2% |
| 8 | SCHO | SCHWAB STRATEGIC TR | 423K | $10M | 3.8% | +3% |
| 9 | QQQ | INVESCO QQQ TR | 11K | $6M | 2.3% | −13% |
| 10 | ETV | EATON VANCE TAX-MANAGED BUY- | 388K | $5M | 1.9% | ±0% |
§ 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 $553 million in assets. The fund runs a portfolio of 84 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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