SIMS INVESTMENT MANAGEMENT, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
SIMS INVESTMENT MANAGEMENT, LLC 13F Holdings
CIK 0002053807 · CINCINNATI, OH
As of Sep 30, 2025, SIMS INVESTMENT MANAGEMENT, LLC reported
42 positions worth $276.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 3,363,369 | $88.6M | 32.06% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 1,857,955 | $51.8M | 18.76% |
| GLOBAL X NASDAQ 100 COVERED CALL ETF | QYLD | — | 1,090,655 |
|
8.6M6.71% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 624,793 |
7.1M | 6.17% |
| GLOBAL X S&P 500 COVERED CALL ETF | XYLD | — | 406,616 |
6.0M | 5.78% |
| JOHN HANCOCK EXCHANGE TRADED | — | — | 309,343 |
2.9M | 4.68% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 47,139 |
1.6M | 4.22% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 405,938 | $9.9M | 3.58% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 12,840 | $7.7M | 2.79% |
| EATON VANCE TAX-MANAGED BUY-WRITE OPPORTUNITIES FUND | ETV | — | 394,221 | $5.6M | 2.03% |
| UBER TECHNOLOGIES INC | UBER | Technology | 44,389 | $4.3M | 1.57% |
| VANECK SEMICONDUCTOR ETF | SMH | — | 12,081 | $3.9M | 1.43% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 33,301 | $3.0M | 1.08% |
| TESLA INC | TSLA | Consumer Cyclical | 5,944 | $2.6M | 0.96% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 32,149 | $2.6M | 0.93% |
| VANGUARD 500 INDEX FUND | VOO | — | 3,810 | $2.3M | 0.84% |
| META PLATFORMS INC | META | Communication Services | 2,645 |
.9M | 0.70% |
| CARNIVAL CORP | CCL | Industrials | 57,462 |
.7M | 0.60% |
| EATON VANCE TAX MNGED BUY WR | — | — | 101,100 |
.5M | 0.55% |
| PURSUIT ATTRACTIONS & HOSPITALITY INC | PRSU | Industrials | 37,610 |
.4M | 0.49% |
| NVIDIA CORP | NVDA | Technology | 5,886 |
.1M | 0.40% |
| NUVEEN S&P 500 BUY-WRITE INC | — | — | 60,100 | $867.8K | 0.31% |
| MICROSOFT CORP | MSFT | Technology | 1,540 | $797.6K | 0.29% |
| APPLE INC | AAPL | Technology | 3,027 | $770.7K | 0.28% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 10,136 | $753.8K | 0.27% |