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SIM
Sims Investment Management Portfolio holdings
AUM
$323M
1-Year Est. Return
24.58%
This Fund
S&P 500
This Quarter
Est. Return
+16.1%
1 Year Est. Return
+24.58%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$323M
AUM Growth
+$51.3M
(+19%)
Cap. Flow
+$10M
Cap. Flow
% of AUM
3.1%
Top 10 Holdings %
Top 10 Hldgs %
85.53%
Holding
184
New
149
Increased
16
Reduced
12
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Value ETF
VTV
|
+$1.88M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$1.25M |
| 3 |
John Hancock Multifactor Small Cap ETF
JHSC
|
+$1.2M |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$796K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$483K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
+$991K |
| 2 |
Meta Platforms (Facebook)
META
|
+$439K |
| 3 |
VanEck Semiconductor ETF
SMH
|
+$199K |
| 4 |
Walt Disney
DIS
|
+$196K |
| 5 |
Vanguard Total Bond Market
BND
|
+$44.4K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 94.81% |
| 2 | Consumer Discretionary | 2.35% |
| 3 | Technology | 1.41% |
| 4 | Communication Services | 0.4% |
| 5 | Financials | 0.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Walt Disney
DIS
$187B
| $88.9K | 0.03% |
911
-1,925
| -68% | -$196K |
|
52
iShares Russell 1000 ETF
IWB
$49.1B
| $74.9K | 0.02% |
+183
| New | +$72.5K |
|
53
State Street SPDR S&P 500 ETF Trust
SPY
$825B
| $73.2K | 0.02% |
+98
| New | +$71.1K |
|
54
Vanguard Morningstar Growth ETF
VUG
$228B
| $72.9K | 0.02% |
+846
| New | +$71.2K |
|
55
NVIDIA
NVDA
$5.25T
| $65K | 0.02% |
+325
| New | +$66.8K |
|
56
Evergy
EVRG
$18.6B
| $64.6K | 0.02% |
+747
| New | +$61.8K |
|
57
Vanguard Morningstar Mid-Cap ETF
VO
$109B
| $62.2K | 0.02% |
+772
| New | +$59.9K |
|
58
State Street
STT
$53.1B
| $59K | 0.02% |
+348
| New | +$53.7K |
|
59
AbbVie
ABBV
$451B
| $58.1K | 0.02% |
+231
| New | +$49.7K |
|
60
Comfort Systems
FIX
$53.5B
| $57.5K | 0.02% |
+29
| New | +$52.6K |
|
61
IBM
IBM
$222B
| $56K | 0.02% |
+199
| New | +$50.1K |
|
62
US Global Jets ETF
JETS
$783M
| $55.8K | 0.02% |
+1,679
| New | +$46.5K |
|
63
Marathon Petroleum
MPC
$104B
| $51.1K | 0.02% |
+200
| New | +$49.1K |
|
64
FirstEnergy
FE
$26.5B
| $50.6K | 0.02% |
+1,065
| New | +$50.6K |
|
65
Vanguard Total World Stock ETF
VT
$81.2B
| $46.8K | 0.01% |
+298
| New | +$45.5K |
|
66
Micron Technology
MU
$1.05T
| $46.2K | 0.01% |
+40
| New | +$30K |
|
67
Verizon
VZ
$208B
| $41.8K | 0.01% |
+987
| New | +$46.3K |
|
68
Casey's General Stores
CASY
$28B
| $40.5K | 0.01% |
+51
| New | +$41.1K |
|
69
Vanguard FTSE Developed Markets ETF
VEA
$238B
| $40.4K | 0.01% |
+647
| New | +$45.1K |
|
70
Humana
HUM
$46.3B
| $39.9K | 0.01% |
+100
| New | +$28.5K |
|
71
iShares MSCI USA Quality Factor ETF
QUAL
$47.8B
| $36.4K | 0.01% |
+166
| New | +$34.8K |
|
72
Boeing
BA
$166B
| $34.6K | 0.01% |
+160
| New | +$35.6K |
|
73
John Hancock Multifactor Large Cap ETF
JHML
$1.17B
| $32.6K | 0.01% |
+365
| New | +$31.4K |
|
74
US Treasury 6 Month Bill ETF
XBIL
$745M
| $30K | 0.01% |
+600
| New | +$30.1K |
|
|
SCHV
75
Schwab US Large-Cap Value ETF
SCHV
$15.8B
| $29.2K | 0.01% |
+838
| New | +$27.6K |
|
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Sims Investment Management's Q2 2026 Portfolio in Review
As of Q2 2026, Sims Investment Management held 184 positions worth $323M, up 19% from $272M the previous quarter. Its ten largest holdings account for 86% of the portfolio.
Sims Investment Management deployed $10M of net new capital in Q2 2026, opening 149 new positions and adding to 16 existing holdings. Its largest new stake was Microsoft: 663 shares worth $247K.
By sector, the portfolio is most concentrated in Miscellaneous at 95% of assets, down from 95% a quarter earlier, followed by Consumer Discretionary and Technology.
On the sell side, the largest reduction was Global X NASDAQ-100 Covered Call ETF, an estimated $991K trimmed.
- Sims Investment Management's largest Q2 2026 buy was Microsoft: 663 shares worth $247K.
- Sims Investment Management added most to Vanguard Morningstar Value ETF in Q2 2026, an estimated $1.88M increase.
- Sims Investment Management's biggest Q2 2026 reduction was Global X NASDAQ-100 Covered Call ETF, cutting an estimated $991K.
- Sims Investment Management's ten largest holdings make up 86% of its $323M portfolio in Q2 2026.
- Sims Investment Management opened 149 new positions and closed 0 in Q2 2026.
- Sims Investment Management's portfolio value rose 19% quarter-over-quarter to $323M.
Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.