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Sims Investment Management - Q1 2026 13F Filings

SI

Sims Investment Management, LLC

CIK: 0002053807
Address: Ohio Cincinnati 3322 Erie Ave
$272.13 M
Portfolio Value
35
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/13/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VTV Vanguard Value Etf
+$4.46 M
2. JHSC John Hancock Multifactor Small Cap Etf
+$1.18 M
3. Nuveen S&P 500 Dynam Overwr
+$810,924
4. QYLD Global X Nasdaq 100 Covered Call Etf
+$638,031.48
5. XYLD Global X S&P 500 Covered Call Etf
+$554,315.66

Top Sells

Q1 2026
1. SCHX Schwab Us Large-Cap Etf
−$2.93 M
2. SCHA Schwab Us Small-Cap Etf
−$2.81 M
3. SCHD Schwab Us Dividend Equity Etf
−$1.9 M
4. NVDA Nvidia Corporation
−$1.01 M
5. QQQ Invesco Qqq Trust Series I
−$942,509.87

Asset Allocation

Stocks/ETFs
-3.81%
$272.13 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Sims Investment Management Q1 2026 Filing Summary

Sims Investment Management, LLC filed its 13F report for Q1 2026 on April 21, 2026. The portfolio totaled 272.13 M reflecting a -3.81% change from the prior quarter, spanning 35 assets. The top 10 holdings comprised 87.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 10 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Sims Investment Management’s Q1 2026 Filing

Sims Investment Management submitted their Form 13F-HR for the Q1 2026 period on 04/21/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Sims Investment Management reported a managed portfolio value of 272.13 M, consisting of 35 individual positions.

This page displays the raw filing documents. To see which stocks Sims Investment Management bought or sold during Q1 2026, please visit Sims Investment Management's Portfolio Analysis page.