Institutions / J.E. Simmons & Co., P.C.
J.E. Simmons & Co., P.C.
CIK 2111381 · Institution · as of Dec 31, 2025
Portfolio value
$154.26M
Positions
68
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 68 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $34.81M | 22.6% |
| Electromed, Inc. | $14.35M | 9.3% |
| Schwab Strategic Tr | $11.68M | 7.6% |
| Schwab Strategic Tr | $11.60M | 7.5% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $9.40M | 6.1% |
| Vanguard Scottsdale Fds | $8.98M | 5.8% |
| Vanguard Intl Equity Index F | $6.50M | 4.2% |
| Invesco Qqq Tr | $5.37M | 3.5% |
| SPDR Series Trust | $5.13M | 3.3% |
| BlackRock ETF Trust | $4.37M | 2.8% |
| iShares Tr | $4.35M | 2.8% |
| iShares MSCI UAE ETF | $3.77M | 2.4% |
| Schwab Strategic Tr | $2.75M | 1.8% |
| Vanguard Tax-Managed Fds | $1.86M | 1.2% |
| iShares Tr | $1.65M | 1.1% |
| BlackRock ETF Trust II | $1.43M | 0.9% |
| Matthews Asia Fds | $1.29M | 0.8% |
| JPMorgan Chase & Co | $1.10M | 0.7% |
| Warren E. Buffett | $1.10M | 0.7% |
| Schwab Strategic Tr | $1.07M | 0.7% |
| iShares MSCI UAE ETF | $1.06M | 0.7% |
| iShares Inc | $1.04M | 0.7% |
| NVIDIA Corp | $893.0K | 0.6% |
| iShares MSCI UAE ETF | $856.5K | 0.6% |
| Direxion Shs ETF Tr | $808.0K | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.