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Sims Investment Management - Q2 2026 13F Filings

SI

Sims Investment Management, LLC

CIK: 0002053807
Address: Ohio Cincinnati 3322 Erie Ave
$323.43 M
Portfolio Value
184
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/13/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VTV Vanguard Value Etf
+$1.97 M
2. SCHX Schwab Us Large-Cap Etf
+$1.29 M
3. JHSC John Hancock Multifactor Small Cap Etf
+$1.26 M
4. SCHO Schwab Short-Term Us Treasury Etf
+$794,519.44
5. VGT Vanguard Information Technology Etf
+$585,648

Top Sells

Q2 2026
1. QYLD Global X Nasdaq 100 Covered Call Etf
−$1.02 M
2. META Meta Platforms
−$404,442.03
3. SMH Vaneck Semiconductor Etf
−$238,751.23
4. DIS The Walt Disney Company
−$187,925.22
5. BND Vanguard Total Bond Market Etf
−$44,413.2

Asset Allocation

Stocks/ETFs
+18.85%
$323.43 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Sims Investment Management Q2 2026 Filing Summary

Sims Investment Management, LLC filed its 13F report for Q2 2026 on July 21, 2026. The portfolio totaled 323.43 M reflecting a +18.85% change from the prior quarter, spanning 184 assets. The top 10 holdings comprised 85.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 149 new positions and 0 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 Q2 2026 Filing

Sims Investment Management submitted their Form 13F-HR for the Q2 2026 period on 07/21/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Sims Investment Management reported a managed portfolio value of 323.43 M, consisting of 184 individual positions.

This page displays the raw filing documents. To see which stocks Sims Investment Management bought or sold during Q2 2026, please visit Sims Investment Management's Portfolio Analysis page.