Sims Investment Management, LLC Top Holdings and 13F Report (2025) About Sims Investment Management, LLCInvestment ActivitySims Investment Management, LLC has $276.36 million in total holdings as of September 30, 2025.Sims Investment Management, LLC owns shares of 42 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 4.34% of the portfolio was purchased this quarter.About 0.67% of the portfolio was sold this quarter.This quarter, Sims Investment Management, LLC has purchased 43 new stocks and bought additional shares in 18 stocks.Sims Investment Management, LLC sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $88,591,141Schwab US Small-Cap ETF $51,836,942Global X Nasdaq 100 Covered Call ETF $18,552,047Schwab US Dividend Equity ETF $17,056,863Global X S&P 500 Covered Call ETF $15,963,746 Largest New Holdings this Quarter 464287432 - iShares 20+ Year Treasury Bond ETF $2,976,104 Holding Largest Purchases this Quarter iShares 20+ Year Treasury Bond ETF 33,301 shares (about $2.98M)Schwab US Large-Cap ETF 83,888 shares (about $2.21M)Global X S&P 500 Covered Call ETF 45,057 shares (about $1.77M)Global X Nasdaq 100 Covered Call ETF 61,657 shares (about $1.05M)Schwab Short-Term U.S. Treasury ETF 42,267 shares (about $1.03M) Largest Sales this Quarter Vanguard Total Bond Market ETF 3,437 shares (about $255.60K)Royal Caribbean Cruises 536 shares (about $173.44K)Vanguard Small-Cap ETF 511 shares (about $129.97K)American Financial Group 657 shares (about $95.74K)Berkshire Hathaway 185 shares (about $93.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSims Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$88,591,141$2,209,610 ▲2.6%3,363,36932.1%ETFSCHASchwab US Small-Cap ETF$51,836,942$551,276 ▲1.1%1,857,95518.8%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$18,552,047$1,048,786 ▲6.0%1,090,6556.7%ManufacturingSCHDSchwab US Dividend Equity ETF$17,056,863$32,187 ▼-0.2%624,7936.2%ETFXYLDGlobal X S&P 500 Covered Call ETF$15,963,746$1,768,938 ▲12.5%406,6165.8%ETFJHSCJohn Hancock Multifactor Small Cap ETF$12,946,025$890,402 ▲7.4%309,3434.7%ETFQQQMInvesco NASDAQ 100 ETF$11,649,079$688,729 ▲6.3%47,1394.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$9,904,879$1,031,314 ▲11.6%405,9383.6%ETFQQQInvesco QQQ$7,708,658$88,854 ▲1.2%12,8402.8%FinanceETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$5,617,649$21,090 ▲0.4%394,2212.0%Financial ServicesUBERUber Technologies$4,348,790$26,844 ▼-0.6%44,3891.6%Computer and TechnologySMHVanEck Semiconductor ETF$3,942,701$3,916 ▲0.1%12,0811.4%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$2,976,104$2,976,104 ▲New Holding33,3011.1%ETFTSLATesla$2,643,448$46,251 ▼-1.7%5,9441.0%Auto/Tires/TrucksVCSHVanguard Short-Term Corporate Bond ETF$2,569,667$372,713 ▲17.0%32,1490.9%ETFVOOVanguard S&P 500 ETF$2,332,924$61,844 ▲2.7%3,8100.8%ETFMETAMeta Platforms$1,942,435$66,829 ▼-3.3%2,6450.7%Computer and TechnologyCCLCarnival$1,661,226$45,215 ▼-2.6%57,4620.6%Consumer DiscretionaryETBEaton Vance Tax-Managed Buy-Write Income Fund$1,516,500$7,500 ▲0.5%101,1000.5%Financial ServicesVVIViad$1,360,730$49,350 ▼-3.5%37,6100.5%Business ServicesNVDANVIDIA$1,098,210$20,337 ▼-1.8%5,8860.4%Computer and TechnologyBXMXNuveen S&P 500 Buy-Write Income Fund$867,8440.0%60,1000.3%Financial ServicesMSFTMicrosoft$797,643$29,005 ▲3.8%1,5400.3%Computer and TechnologyAAPLApple$770,736$68,748 ▼-8.2%3,0270.3%Computer and TechnologyBNDVanguard Total Bond Market ETF$753,794$255,603 ▼-25.3%10,1360.3%ETFSCHMSchwab U.S. Mid-Cap ETF$718,039$8,892 ▼-1.2%24,2250.3%ETFUNHUnitedHealth Group$593,313$217,916 ▲58.0%1,7180.2%MedicalBRK.BBerkshire Hathaway$557,539$93,007 ▼-14.3%1,1090.2%FinanceVGTVanguard Information Technology ETF$545,787$10,453 ▼-1.9%7310.2%ETFAFGAmerican Financial Group$532,464$95,739 ▼-15.2%3,6540.2%FinanceGOOGLAlphabet$477,692$1,216 ▲0.3%1,9650.2%Computer and TechnologyAMZNAmazon.com$435,434$4,611 ▲1.1%1,9830.2%Retail/WholesaleAAPAdvance Auto Parts$407,556$18,481 ▼-4.3%6,6380.1%Retail/WholesaleDISWalt Disney$344,732$9,274 ▼-2.6%3,0110.1%Consumer DiscretionaryRCLRoyal Caribbean Cruises$333,287$173,439 ▼-34.2%1,0300.1%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$325,556$18,378 ▲6.0%9920.1%ETFJPMJPMorgan Chase & Co.$307,5440.0%9750.1%FinanceAVGOBroadcom$303,187$3,299 ▼-1.1%9190.1%Computer and TechnologyXOMExxon Mobil$288,5270.0%2,5590.1%EnergyIJSiShares S&P Small-Cap 600 Value ETF$280,567$38,043 ▼-11.9%2,5370.1%ETFVBVanguard Small-Cap ETF$276,223$129,972 ▼-32.0%1,0860.1%ETFPGProcter & Gamble$225,026$13,671 ▼-5.7%1,4650.1%Consumer StaplesBLACKSTONE REAL ESTATE$0$628,112 ▼-100.0%00.0%RETHOFVHall of Fame Resort & Entertainment$0$7,952 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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