§ 13F · FUND PROFILE
SIMS INVESTMENT MANAGEMENT, LLC.
AUM · $323M (13F)Positions · 184Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 3.35M | $99M | 30.5% | +1% |
| 2 | SCHA | SCHWAB STRATEGIC TR | 1.73M | $63M | 19.4% | ±0% |
| 3 | QYLD | GLOBAL X FDS | 1.09M | $20M | 6.2% | −5% |
| 4 | JHSC | JOHN HANCOCK EXCHANGE TRADED | 375K | $18M | 5.6% | +7% |
| 5 | SCHD | SCHWAB STRATEGIC TR | 569K | $18M | 5.6% | +2% |
| 6 | XYLD | GLOBAL X FDS | 439K | $18M | 5.5% | +3% |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | 50K | $15M | 4.7% | +3% |
| 8 | SCHO | SCHWAB STRATEGIC TR | 456K | $11M | 3.4% | +8% |
| 9 | QQQ | INVESCO QQQ TR | 11K | $8M | 2.4% | ±0% |
| 10 | SMH | VANECK ETF TRUST | 11K | $7M | 2.2% | −3% |
§ 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 $323 million in assets. The fund runs a portfolio of 184 positions.
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