SIMS INVESTMENT MANAGEMENT, LLC

CIK 0002053807 • 7 13F filings • Apr 24, 2025 – Jul 21, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $323.4M184 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$2K	0.0%	10 SH	New
ABBVIE INC	COM	$58K	0.0%	231 SH	New
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$5K	0.0%	30 SH	New
ADVANCED MICRO DEVICES INC	COM	$20K	0.0%	50 SH	New
AGNT INC	COM	$752	0.0%	139 SH	New
AIRBNB INC	COM CL A	$143	0.0%	1 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$5K	0.0%	55 SH	New
ALPHABET INC	CAP STK CL A	$149K	0.0%	420 SH	New
ALPHABET INC	CAP STK CL C	$91K	0.0%	260 SH	New
ALPS ETF TR	ALERIAN MLP	$8K	0.0%	160 SH	New
AMAZON COM INC	COM	$207K	0.1%	869 SH	New
AMERICAN FINANCIAL GROUP INC	COM	$511K	0.2%	3,654 SH	New
AMPLIFY ETF TR	ALTRNTV HARV ETF	$592	0.0%	23 SH	New
AMPLIFY ETF TR	AMPLIFY DGTL PAY	$47	0.0%	1 SH	New
AMPLIFY ETF TR	BLOCK TECHN ETF	$1K	0.0%	16 SH	New
APPLE INC	COM	$463K	0.1%Prev: 0.3%	1,624 SH	Decreased-1,673 SH
APPLIED MATLS INC	COM	$723	0.0%	1 SH	New
ARCH CAP GROUP LTD	ORD	$27K	0.0%	278 SH	New
ARK ETF TR	GENOMIC REV ETF	$547	0.0%	13 SH	New
ARLO TECHNOLOGIES INC	COM	$297	0.0%	22 SH	New
AT&T INC	COM	$2K	0.0%	100 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$590K	0.2%	1,179 SH	New
BIGLARI HLDGS INC	COM STK CL B	$21K	0.0%	50 SH	New
BLACKSTONE INC	COM	$1K	0.0%	11 SH	New
BOEING CO	COM	$35K	0.0%	160 SH	New
BRC INC	COM CL A	$122	0.0%	110 SH	New
BROADCOM INC	COM	$13K	0.0%Prev: 0.1%	40 SH	Decreased-889 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$445	0.0%	12 SH	New
CARNIVAL CORP LTD	COMMON SHARES	$1.6M	0.5%	56,199 SH	New
CASEYS GEN STORES INC	COM	$41K	0.0%	51 SH	New
CERUS CORP	COM	$584	0.0%	200 SH	New
CINCINNATI FINL CORP	COM	$19K	0.0%	100 SH	New
CME GROUP INC	COM	$28K	0.0%	127 SH	New
COCA COLA CO	COM	$163	0.0%	2 SH	New
COEUR MNG INC	COM NEW	$6K	0.0%	368 SH	New
COINBASE GLOBAL INC	COM CL A	$5K	0.0%	35 SH	New
COMFORT SYS USA INC	COM	$57K	0.0%	29 SH	New
COMPASS INC	CL A	$2K	0.0%	143 SH	New
CONOCOPHILLIPS	COM	$3K	0.0%	25 SH	New
CONSTELLIUM SE	CL A SHS	$3K	0.0%	100 SH	New
CVS HEALTH CORP	COM	$3K	0.0%	25 SH	New
DEFINIUM THERAPEUTICS INC	COM SHS	$9K	0.0%	199 SH	New
DELTA AIR LINES INC	COM NEW	$12K	0.0%	132 SH	New
DICKS SPORTING GOODS INC	COM	$454	0.0%	2 SH	New
DISNEY WALT CO	COM	$89K	0.0%Prev: 0.2%	911 SH	Decreased-2,181 SH
EATON CORP PLC	SHS	$6K	0.0%	15 SH	New
EATON VANCE TAX MNGED BUY WR	COM	$1.6M	0.5%	100,475 SH	New
EATON VANCE TAX-MANAGED BUY-	COM	$5.7M	1.8%	386,085 SH	New
EBAY INC.	COM	$11K	0.0%	100 SH	New
EMBRAER S.A.	SPONSORED ADS	$6K	0.0%	100 SH	New
ETF SER SOLUTIONS	US GLB JETS	$56K	0.0%	1,679 SH	New
EVERGY INC	COM	$65K	0.0%	747 SH	New
EXXON MOBIL CORP	COM	$161K	0.0%Prev: 0.1%	1,176 SH	Decreased-1,383 SH
FEDERATED HERMES ETF TRUST	US STRATEGIC DIV	$6K	0.0%	177 SH	New
FIFTH THIRD BANCORP	COM	$11K	0.0%	200 SH	New
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$3K	0.0%	79 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$27K	0.0%	142 SH	New
FIRST TR EXCHANGE-TRADED FD	S NETWRK FUT VEH	$356	0.0%	3 SH	New
FIRSTENERGY CORP	COM	$51K	0.0%	1,065 SH	New
GE AEROSPACE	COM NEW	$149K	0.0%	399 SH	New
GE VERNOVA INC	COM	$23K	0.0%	20 SH	New
GENERAL MTRS CO	COM	$193K	0.1%	2,500 SH	New
GLOBAL X FDS	NASDAQ 100 COVER	$20.1M	6.2%	1,092,989 SH	New
GLOBAL X FDS	RUSSELL 2000	$6K	0.0%	383 SH	New
GLOBAL X FDS	S&P 500 COVERED	$17.9M	5.5%	438,538 SH	New
GLOBAL X FDS	SPACE TECH ETF	$2K	0.0%	37 SH	New
GRAYSCALE COINDESK CRYPTO	USD SHS	$10K	0.0%	385 SH	New
GSI TECHNOLOGY INC	COM	$773	0.0%	100 SH	New
HASBRO INC	COM	$4K	0.0%	43 SH	New
HOWMET AEROSPACE INC	COM	$1K	0.0%	5 SH	New
HUMANA INC	COM	$40K	0.0%	100 SH	New
INTEL CORP	COM	$23K	0.0%	250 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$56K	0.0%	199 SH	New
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$97K	0.0%	1,944 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$15.1M	4.7%	49,842 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQNXTGEN100	$47	0.0%	1 SH	New
INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$201K	0.1%	2,655 SH	New
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$203K	0.1%	4,013 SH	New
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$4K	0.0%	47 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$2K	0.0%	27 SH	New
INVESCO QQQ TR	UNIT SER 1	$7.8M	2.4%	10,616 SH	New
IRHYTHM HOLDINGS INC	COM	$2K	0.0%	20 SH	New
ISHARES TR	20 YR TR BD ETF	$4.0M	1.2%	46,558 SH	New
ISHARES TR	CORE S&P MCP ETF	$205K	0.1%	2,855 SH	New
ISHARES TR	CORE S&P SCP ETF	$183K	0.1%	1,342 SH	New
ISHARES TR	CORE S&P TTL STK	$8K	0.0%	46 SH	New
ISHARES TR	EAFE VALUE ETF	$28K	0.0%	364 SH	New
ISHARES TR	ISHARES SEMICDTR	$13K	0.0%	20 SH	New
ISHARES TR	ISHS 1-5YR INVS	$6K	0.0%	109 SH	New
ISHARES TR	ISHS 5-10YR INVT	$4K	0.0%	72 SH	New
ISHARES TR	MSCI EAFE MIN VL	$2K	0.0%	27 SH	New
ISHARES TR	MSCI USA QLT FCT	$36K	0.0%	166 SH	New
ISHARES TR	RUS 1000 ETF	$75K	0.0%	183 SH	New
ISHARES TR	S&P 500 GRWT ETF	$15K	0.0%	108 SH	New
ISHARES TR	S&P 500 VAL ETF	$8K	0.0%	36 SH	New
ISHARES TR	S&P MC 400GR ETF	$11K	0.0%	95 SH	New
ISHARES TR	SP SMCP600VL ETF	$262K	0.1%	1,923 SH	New
JOHN HANCOCK EXCHANGE TRADED	MLTFCTR LRG CAP	$33K	0.0%	365 SH	New
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTR SML	$18.2M	5.6%	375,257 SH	New
KINDER MORGAN INC DEL	COM	$959	0.0%	30 SH	New
KROGER CO	COM	$666	0.0%	12 SH	New
LANDBRIDGE COMPANY LLC	CL A	$8K	0.0%	100 SH	New
LULULEMON ATHLETICA INC	COM	$114	0.0%	1 SH	New
MARATHON PETE CORP	COM	$51K	0.0%	200 SH	New
MERCK & CO INC	COM	$6K	0.0%	45 SH	New
META PLATFORMS INC	CL A	$922K	0.3%	1,636 SH	New
METLIFE INC	COM	$4K	0.0%	45 SH	New
MGM RESORTS INTERNATIONAL	COM	$1K	0.0%	25 SH	New
MICRON TECHNOLOGY INC	COM	$46K	0.0%	40 SH	New
MICROSOFT CORP	COM	$247K	0.1%Prev: 0.3%	663 SH	Decreased-821 SH
NETFLIX INC.	COM	$6K	0.0%	70 SH	New
NEWSMAX INC	COM SHS CLASS B	$1K	0.0%	152 SH	New
NIKE INC	CL B	$19K	0.0%	362 SH	New
NORFOLK SOUTHN CORP	COM	$5K	0.0%	15 SH	New
NORTHROP GRUMMAN CORP	COM	$10K	0.0%	20 SH	New
NUTRIEN LTD	COM	$1K	0.0%	24 SH	New
NUVEEN S&P 500 DYNAMIC OVERW	COM	$941K	0.3%	50,462 SH	New
NVIDIA CORPORATION	COM	$65K	0.0%	325 SH	New
OCCIDENTAL PETE CORP	COM	$243	0.0%	5 SH	New
ONDAS INC	COM NEW	$198	0.0%	24 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$6K	0.0%	51 SH	New
PAYPAL HLDGS INC	COM	$17K	0.0%	401 SH	New
PENN ENTERTAINMENT INC	COM	$4K	0.0%	200 SH	New
PRICE T ROWE GROUP INC	COM	$3K	0.0%	27 SH	New
PROCTER & GAMBLE CO	COM	$192K	0.1%Prev: 0.1%	1,306 SH	Decreased-248 SH
PRUDENTIAL FINL INC	COM	$1K	0.0%	10 SH	New
PURSUIT ATTRACTIONS AND HOSP	COM	$2.1M	0.6%	37,108 SH	New
QUALCOMM INC	COM	$12K	0.0%	66 SH	New
RAMACO RES INC	COM CL A	$1K	0.0%	100 SH	New
RAMACO RES INC	COM CL B	$188	0.0%	22 SH	New
RBB FD INC	US TRSRY 6 MNTH	$30K	0.0%	600 SH	New
RIVIAN AUTOMOTIVE INC	COM CL A	$2K	0.0%	134 SH	New
ROBINHOOD MKTS INC	COM CL A	$1K	0.0%	13 SH	New
ROYAL CARIBBEAN GROUP	COM	$318K	0.1%	1,000 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$11.0M	3.4%	455,538 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$229K	0.1%	7,894 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$18.0M	5.6%	568,963 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3K	0.0%	100 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$29K	0.0%	838 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$98.6M	30.5%	3,349,904 SH	New
SCHWAB STRATEGIC TR	US MID-CAP ETF	$892K	0.3%	24,180 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$62.7M	19.4%	1,734,453 SH	New
SIX FLAGS ENTERTAINMENT CORP	COM	$703K	0.2%	33,000 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$2K	0.0%	13 SH	New
SPDR INDEX SHS FDS	ST MARKE CAP ETF	$28K	0.0%	376 SH	New
SPDR SERIES TRUST	SP KENSHO NEWEC	$2K	0.0%	25 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$459	0.0%	1 SH	New
STARBUCKS CORP	COM	$102	0.0%	1 SH	New
STATE STR CORP	COM	$59K	0.0%	348 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$73K	0.0%	98 SH	New
SUPER MICRO COMPUTER INC	COM NEW	$1K	0.0%	50 SH	New
SYSCO CORP	COM	$167	0.0%	2 SH	New
TARGET CORP	COM	$4K	0.0%	27 SH	New
TERADYNE INC	COM	$14K	0.0%	29 SH	New
TESLA INC	COM	$2.4M	0.7%Prev: 0.8%	5,668 SH	Increased-380 SH
TEXTRON INC	COM	$14K	0.0%	150 SH	New
TRUIST FINL CORP	COM	$10K	0.0%	198 SH	New
TWILIO INC	CL A	$10K	0.0%	48 SH	New
UBER TECHNOLOGIES INC	COM	$3.6M	1.1%Prev: 1.7%	49,805 SH	Decreased+5,142 SH
UNITED PARCEL SVCS INC	CL B	$10K	0.0%	90 SH	New
UNITEDHEALTH GROUP INC	COM	$1.0M	0.3%Prev: 0.1%	2,448 SH	Increased+1,361 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$7.2M	2.2%	10,942 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$104K	0.0%	1,355 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$664K	0.2%	9,041 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$73K	0.0%	846 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$62K	0.0%	772 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.5M	0.8%	3,578 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$300K	0.1%	990 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$343K	0.1%	926 SH	New
VANGUARD INDEX FDS	VALUE ETF	$6.9M	2.1%	31,765 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$47K	0.0%	298 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.1M	1.0%	39,777 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$92K	0.0%	1,073 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$40K	0.0%	647 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$3K	0.0%	22 SH	New
VANGUARD WORLD FD	INF TECH ETF	$669K	0.2%	5,600 SH	New
VERIZON COMMUNICATIONS INC	COM	$42K	0.0%	987 SH	New
VIRGIN GALACTIC HOLDINGS INC	COM NEW	$6	0.0%	2 SH	New
WALMART INC	COM	$3K	0.0%	30 SH	New
WARNER BROS DISCOVERY INC	COM SER A	$4K	0.0%	140 SH	New
WISDOMTREE TR	INTL SMCAP DIV	$3K	0.0%	35 SH	New
WYNN RESORTS LTD	COM	$485	0.0%	5 SH	New
XTI AEROSPACE INC	COM NEW	$1K	0.0%	595 SH	New
ZOOM COMMUNICATIONS INC	CL A	$432	0.0%	5 SH	New

Sold (vs prior filing)

ADVANCE AUTO PTS INC — $323K
ALPHABET INC — $345K
AMAZON.COM INC — $430K
AMERICAN FINL GROUP INC — $544K
BERKSHIRE HATHAWAY — $629K
BLACKSTONE REAL ESTATE — $628K
CARNIVAL CORP F — $1.7M
CHARLES SCHWAB US MC — $688K
EATON VANCE TAX MANAGED — $5.4M
EATON VANCE TAX MGD BUY — $1.5M
GLOBAL X NASDAQ 100 — $17.2M
GLOBAL X S&P 500 COVERED — $14.1M
HALL OF FAME RESORT & EN — $8K
INVESCO NASDAQ 100 ETF — $10.1M
INVESCO QQQ TRUST — $7.0M
ISHARES S&P SMALL CAP — $287K
JOHN HNCCK MLTFCTR SML — $11.2M
JPMORGAN CHASE & CO — $283K
META PLATFORMS INC — $2.0M
NUVEEN S&P500 BUY-WRITE — $834K
… and 14 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002053807-26-000007	—	View
Jan 16, 2026	Q4 2025	13F-HR	0002053807-26-000001	$282.9M	View
Jan 16, 2026