Institutions / Sims Investment Management, LLC
Sims Investment Management, LLC
CIK 2053807 · Institution · as of Dec 31, 2025
Portfolio value
$282.93M
Positions
43
As of
Dec 31, 2025
Portfolio trend
Portfolio value
$282.93M+2.4%Positions
43+2.4%Top holdings
Dec 31, 2025View all 43 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $92.04M | 32.5% |
| Schwab Strategic Tr | $52.16M | 18.4% |
| Global X Fds | $19.63M | 6.9% |
| Schwab Strategic Tr | $17.00M | 6.0% |
| Global X Fds | $16.77M | 5.9% |
| John Hancock Exchange Traded | $13.52M | 4.8% |
| Invesco Exch Traded Fd Tr II | $11.93M | 4.2% |
| Schwab Strategic Tr | $10.01M | 3.5% |
| Invesco Qqq Tr | $7.54M | 2.7% |
| Eaton Vance Tax-Managed Buy- | $5.58M | 2.0% |
| VanEck ETF Trust | $4.32M | 1.5% |
| Uber Technologies, Inc | $3.73M | 1.3% |
| iShares MSCI UAE ETF | $3.51M | 1.2% |
| Vanguard Scottsdale Fds | $2.67M | 0.9% |
| Tesla Inc | $2.64M | 0.9% |
| Vanguard Index Fds | $2.22M | 0.8% |
| Meta Platforms Inc | $1.86M | 0.7% |
| Carnival Corp Ltd. | $1.71M | 0.6% |
| Eaton Vance Tax Mnged Buy Wr | $1.53M | 0.5% |
| Pursuit Attractions & Hospitality, Inc. | $1.24M | 0.4% |
| NVIDIA Corp | $1.01M | 0.4% |
| Nuveen S&P 500 BuyWrite Income Fund | $883.5K | 0.3% |
| Apple Inc. | $800.1K | 0.3% |
| Schwab Strategic Tr | $727.1K | 0.3% |
| Unitedhealth Group Inc | $726.7K | 0.3% |
Activity
Dec 31, 2025View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Add | 808524201 Common stock | $1.54M | +57K +1.70% | 3,420,432 32.53% of portfolio | low |
| Q4 2025 as of | Trim | 808524607 Common stock | $-757.5K | -27K -1.43% | 1,831,359 18.43% of portfolio | low |
| Q4 2025 as of | Add | iShares MSCI UAE ETF Common stock | $603.5K | +7K +20.79% | 40,225 1.24% of portfolio | low |
| Q4 2025 as of | Add | 47804J842 Common stock | $529.2K | +13K +4.07% | 321,946 4.78% of portfolio | low |
| Q4 2025 as of | New | Six Flags Entertainment Corporation/NEW Common stock | $506.2K | +33K | 33,000 0.18% of portfolio | low |
| Q4 2025 as of | Exit | Advance Auto Parts Inc Common stock | $-407.6K | -7K -100.00% | 0 | low |
| Q4 2025 as of | Add | 37954Y483 Common stock | $361.4K | +20K +1.88% | 1,111,105 6.94% of portfolio | low |
| Q4 2025 as of | Trim | 46090E103 Common stock | $-351.4K | -572 -4.45% | 12,268 2.66% of portfolio | low |
| Q4 2025 as of | Add | 37954Y475 Common stock | $251.9K | +6K +1.52% | 412,816 5.93% of portfolio | low |
| Q4 2025 as of | Exit | PROCTER & GAMBLE Co Common stock | $-225.0K | -1K -100.00% | 0 | low |