Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SIMS INVESTMENT MANAGEMENT, LLC (CIK 2053807) reported $323.4M across 184 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHX ($98.6M, 30.48%), SCHA ($62.7M, 19.38%), QYLD ($20.1M, 6.23%), JHSC ($18.2M, 5.63%), SCHD ($18.0M, 5.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $98.6M | 30.48% | 3.3M | Added |
| 2 | SCHA | SCHWAB STRATEGIC TR | $62.7M | 19.38% | 1.7M | Trimmed |
| 3 | QYLD | GLOBAL X FDS | $20.1M | 6.23% | 1.1M | Trimmed |
| 4 | JHSC | JOHN HANCOCK EXCHANGE TRADED | $18.2M | 5.63% | 375,257 | Added |
| 5 | SCHD | SCHWAB STRATEGIC TR | $18.0M | 5.58% | 568,963 | Added |
| 6 | XYLD | GLOBAL X FDS | $17.9M | 5.53% | 438,538 | Added |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | $15.1M | 4.67% | 49,842 | Added |
| 8 | SCHO | SCHWAB STRATEGIC TR | $11.0M | 3.40% | 455,538 | Added |
| 9 | QQQ | INVESCO QQQ TR | $7.8M | 2.42% | 10,616 | Trimmed |
| 10 | SMH | VANECK ETF TRUST | $7.2M | 2.22% | 10,942 | Trimmed |
| 11 | VTV | VANGUARD INDEX FDS | $6.9M | 2.14% | 31,765 | Added |
| 12 | ETV | EATON VANCE TAX-MANAGED BUY- | $5.7M | 1.78% | 386,085 | Trimmed |
| 13 | TLT | ISHARES TR | $4.0M | 1.24% | 46,558 | Added |
| 14 | UBER | UBER TECHNOLOGIES INC | $3.6M | 1.11% | 49,805 | Added |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $3.1M | 0.97% | 39,777 | Added |
| 16 | VOO | VANGUARD INDEX FDS | $2.5M | 0.76% | 3,578 | Added |
| 17 | TSLA | TESLA INC | $2.4M | 0.74% | 5,668 | Added |
| 18 | VVI | PURSUIT ATTRACTIONS AND HOSP | $2.1M | 0.64% | 37,108 | Trimmed |
| 19 | CCL | CARNIVAL CORP LTD | $1.6M | 0.50% | 56,199 | New |
| 20 | ETB | EATON VANCE TAX MNGED BUY WR | $1.6M | 0.48% | 100,475 | Hold |
| 21 | UNH | UNITEDHEALTH GROUP INC | $1.0M | 0.31% | 2,448 | Added |
| 22 | SPXX | NUVEEN S&P 500 DYNAMIC OVERW | $940,612 | 0.29% | 50,462 | Hold |
| 23 | META | META PLATFORMS INC | $921,542 | 0.28% | 1,636 | Trimmed |
| 24 | SCHM | SCHWAB STRATEGIC TR | $891,517 | 0.28% | 24,180 | Hold |
| 25 | FUN | SIX FLAGS ENTERTAINMENT CORP | $702,900 | 0.22% | 33,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30