Sims Investment Management, LLC Top Holdings and 13F Report (2026) About Sims Investment Management, LLCInvestment ActivitySims Investment Management, LLC has $272.13 million in total holdings as of March 31, 2026.Sims Investment Management, LLC owns shares of 35 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 3.25% of the portfolio was purchased this quarter.About 5.34% of the portfolio was sold this quarter.This quarter, Sims Investment Management, LLC has purchased 43 new stocks and bought additional shares in 12 stocks.Sims Investment Management, LLC sold shares of 15 stocks and completely divested from 10 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $84,768,198Schwab US Small-Cap ETF $50,447,088Global X Nasdaq 100 Covered Call ETF $19,693,483Schwab US Dividend Equity ETF $17,113,563Global X S&P 500 Covered Call ETF $16,707,808 Largest New Holdings this Quarter 922908744 - Vanguard Value ETF $4,462,965 Holding6706EW100 - Nuveen S&P 500 Dynamic Overwrite Fund $810,924 Holding Largest Purchases this Quarter Vanguard Value ETF 22,747 shares (about $4.46M)John Hancock Multifactor Small Cap ETF 27,440 shares (about $1.18M)Nuveen S&P 500 Dynamic Overwrite Fund 50,462 shares (about $810.92K)Global X Nasdaq 100 Covered Call ETF 37,203 shares (about $638.03K)Global X S&P 500 Covered Call ETF 14,166 shares (about $554.32K) Largest Sales this Quarter Schwab US Large-Cap ETF 114,340 shares (about $2.93M)Schwab US Small-Cap ETF 96,590 shares (about $2.81M)Schwab US Dividend Equity ETF 61,850 shares (about $1.90M)Invesco QQQ 1,633 shares (about $942.51K)Apple 1,655 shares (about $427.04K) 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$84,768,198$2,931,678 ▼-3.3%3,306,09231.1%ETFSCHASchwab US Small-Cap ETF$50,447,088$2,808,838 ▼-5.3%1,734,76918.5%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$19,693,483$638,031 ▲3.3%1,148,3087.2%ManufacturingSCHDSchwab US Dividend Equity ETF$17,113,563$1,897,560 ▼-10.0%557,8086.3%ETFXYLDGlobal X S&P 500 Covered Call ETF$16,707,808$554,316 ▲3.4%426,9826.1%ETFJHSCJohn Hancock Multifactor Small Cap ETF$14,985,171$1,176,902 ▲8.5%349,3865.5%ETFQQQMInvesco NASDAQ 100 ETF$11,463,438$259,955 ▲2.3%48,2434.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$10,257,116$285,949 ▲2.9%422,6253.8%ETFQQQInvesco QQQ$6,138,146$942,510 ▼-13.3%10,6352.3%FinanceETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$5,302,989$13,424 ▼-0.3%387,9291.9%Financial ServicesVTVVanguard Value ETF$4,462,965$4,462,965 ▲New Holding22,7471.6%ETFSMHVanEck Semiconductor ETF$4,334,848$262,253 ▼-5.7%11,3061.6%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$3,916,240$429,118 ▲12.3%45,1751.4%ETFUBERUber Technologies$3,447,605$167,453 ▲5.1%47,9301.3%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$2,668,361$16,171 ▲0.6%33,6621.0%ETFVOOVanguard S&P 500 ETF$2,120,0050.0%3,5480.8%ETFTSLATesla$2,078,109$107,065 ▼-4.9%5,5900.8%Auto/Tires/TrucksCCLCarnival$1,457,018$12,164 ▲0.8%56,2990.5%Consumer DiscretionaryETBEaton Vance Tax-Managed Buy-Write Income Fund$1,448,8500.0%100,4750.5%Financial ServicesPURSUIT ATTRACTIONS AND HOSP$1,361,098$9,524 ▲0.7%37,1580.5%COMMETAMeta Platforms$1,346,794$266,040 ▼-16.5%2,3540.5%Computer and TechnologySPXXNuveen S&P 500 Dynamic Overwrite Fund$810,924$810,924 ▲New Holding50,4620.3%Financial ServicesSCHMSchwab U.S. Mid-Cap ETF$748,6130.0%24,1800.3%ETFBNDVanguard Total Bond Market ETF$710,315$221 ▼0.0%9,6460.3%ETFUNHUnitedHealth Group$611,747$16,234 ▲2.7%2,2610.2%MedicalSIX FLAGS ENTERTAINMENT CORP$585,7500.0%33,0000.2%COMBRK.BBerkshire Hathaway$517,057$4,792 ▼-0.9%1,0790.2%FinanceVGTVanguard Information Technology ETF$488,404$4,186 ▼-0.8%7000.2%ETFAFGAmerican Financial Group$466,6550.0%3,6540.2%FinanceAAPLApple$332,346$427,044 ▼-56.2%1,2880.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$285,2160.0%8890.1%ETFRCLRoyal Caribbean Cruises$275,180$2,752 ▼-1.0%1,0000.1%Consumer DiscretionaryDISWalt Disney$274,575$16,943 ▼-5.8%2,8360.1%Consumer DiscretionaryVBVanguard Small-Cap ETF$271,273$786 ▲0.3%1,0360.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$237,610$33,097 ▼-12.2%2,0030.1%ETFNVDANVIDIA$0$1,009,898 ▼-100.0%00.0%Computer and TechnologyBXMXNuveen S&P 500 Buy-Write Income Fund$0$883,470 ▼-100.0%00.0%Financial ServicesMSFTMicrosoft$0$669,330 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$589,066 ▼-100.0%00.0%Computer and TechnologyAMZNAmazon.com$0$391,960 ▼-100.0%00.0%Retail/WholesaleAVGOBroadcom$0$298,684 ▼-100.0%00.0%Computer and TechnologyJPMJPMorgan Chase & Co.$0$287,098 ▼-100.0%00.0%FinanceXOMExxonMobil$0$265,350 ▼-100.0%00.0%EnergyLLYEli Lilly and Company$0$216,011 ▼-100.0%00.0%MedicalGMGeneral Motors$0$203,300 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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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