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 $272.1M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($84.8M, 31.15%), SCHA ($50.4M, 18.54%), QYLD ($19.7M, 7.24%), SCHD ($17.1M, 6.29%), XYLD ($16.7M, 6.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $84.8M | 31.15% | 3.3M | Trimmed |
| 2 | SCHA | SCHWAB STRATEGIC TR | $50.4M | 18.54% | 1.7M | Trimmed |
| 3 | QYLD | GLOBAL X FDS | $19.7M | 7.24% | 1.1M | Added |
| 4 | SCHD | SCHWAB STRATEGIC TR | $17.1M | 6.29% | 557,808 | Trimmed |
| 5 | XYLD | GLOBAL X FDS | $16.7M | 6.14% | 426,982 | Added |
| 6 | JHSC | JOHN HANCOCK EXCHANGE TRADED | $15.0M | 5.51% | 349,386 | Added |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | $11.5M | 4.21% | 48,243 | Added |
| 8 | SCHO | SCHWAB STRATEGIC TR | $10.3M | 3.77% | 422,625 | Added |
| 9 | QQQ | INVESCO QQQ TR | $6.1M | 2.26% | 10,635 | Trimmed |
| 10 | ETV | EATON VANCE TAX-MANAGED BUY- | $5.3M | 1.95% | 387,929 | Trimmed |
| 11 | VTV | VANGUARD INDEX FDS | $4.5M | 1.64% | 22,747 | New |
| 12 | SMH | VANECK ETF TRUST | $4.3M | 1.59% | 11,306 | Trimmed |
| 13 | TLT | ISHARES TR | $3.9M | 1.44% | 45,175 | Added |
| 14 | UBER | UBER TECHNOLOGIES INC | $3.4M | 1.27% | 47,930 | Added |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $2.7M | 0.98% | 33,662 | Added |
| 16 | VOO | VANGUARD INDEX FDS | $2.1M | 0.78% | 3,548 | Hold |
| 17 | TSLA | TESLA INC | $2.1M | 0.76% | 5,590 | Trimmed |
| 18 | CCL | CARNIVAL CORP | $1.5M | 0.54% | 56,299 | Added |
| 19 | ETB | EATON VANCE TAX MNGED BUY WR | $1.4M | 0.53% | 100,475 | Hold |
| 20 | VVI | PURSUIT ATTRACTIONS AND HOSP | $1.4M | 0.50% | 37,158 | Added |
| 21 | META | META PLATFORMS INC | $1.3M | 0.49% | 2,354 | Trimmed |
| 22 | SPXX | NUVEEN S&P 500 DYNAMIC OVERW | $810,924 | 0.30% | 50,462 | New |
| 23 | SCHM | SCHWAB STRATEGIC TR | $748,613 | 0.28% | 24,180 | Hold |
| 24 | BND | VANGUARD BD INDEX FDS | $710,315 | 0.26% | 9,646 | Trimmed |
| 25 | FUN | SIX FLAGS ENTERTAINMENT CORP | $585,750 | 0.22% | 33,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31