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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 | |
|---|---|---|---|---|---|---|
76
CME Group
CME
$103B
| $28K | 0.01% |
+127
| New | +$35.1K |
|
77
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$698M
| $27.9K | 0.01% |
+376
| New | +$27.4K |
|
78
iShares MSCI EAFE Value ETF
EFV
$31.6B
| $27.9K | 0.01% |
+364
| New | +$28.2K |
|
|
GRID
79
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.7B
| $27.2K | 0.01% |
+142
| New | +$26.7K |
|
80
Arch Capital
ACGL
$33.7B
| $27K | 0.01% |
+278
| New | +$26.2K |
|
81
GE Vernova
GEV
$243B
| $23.5K | 0.01% |
+20
| New | +$20.4K |
|
82
Intel
INTC
$473B
| $23.3K | 0.01% |
+250
| New | +$25.3K |
|
83
Biglari Holdings Class B
BH
$1.2B
| $21.3K | 0.01% |
+50
| New | +$15.6K |
|
84
Advanced Micro Devices
AMD
$760B
| $20.4K | 0.01% |
+50
| New | +$20.5K |
|
85
Nike
NKE
$58.7B
| $18.6K | 0.01% |
+362
| New | +$15.9K |
|
86
Cincinnati Financial
CINF
$26.4B
| $18.5K | 0.01% |
+100
| New | +$16.6K |
|
87
PayPal
PYPL
$45.9B
| $17.3K | 0.01% |
+401
| New | +$18.2K |
|
88
iShares S&P 500 Growth ETF
IVW
$76.8B
| $14.9K | ﹤0.01% |
+108
| New | +$14.3K |
|
89
Teradyne
TER
$55.5B
| $14K | ﹤0.01% |
+29
| New | +$10.9K |
|
90
Textron
TXT
$14.3B
| $13.8K | ﹤0.01% |
+150
| New | +$13.6K |
|
91
Broadcom
AVGO
$1.75T
| $13.3K | ﹤0.01% |
+40
| New | +$16K |
|
92
iShares Semiconductor ETF
SOXX
$41.5B
| $12.8K | ﹤0.01% |
+20
| New | +$10.2K |
|
93
Delta Air Lines
DAL
$52.7B
| $12.4K | ﹤0.01% |
+132
| New | +$9.96K |
|
94
Qualcomm
QCOM
$175B
| $12.2K | ﹤0.01% |
+66
| New | +$12.3K |
|
|
FITB
95
Fifth Third Bancorp
FITB
$49.5B
| $11.3K | ﹤0.01% |
+200
| New | +$10.1K |
|
96
eBay
EBAY
$47B
| $11.2K | ﹤0.01% |
+100
| New | +$10.7K |
|
97
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
| $11.2K | ﹤0.01% |
+95
| New | +$10.6K |
|
98
Northrop Grumman
NOC
$77.5B
| $10.2K | ﹤0.01% |
+20
| New | +$11.5K |
|
|
GDLC
99
Grayscale CoinDesk Crypto 5 ETF
GDLC
$436M
| $10.2K | ﹤0.01% |
+385
| New | +$12.4K |
|
100
Twilio
TWLO
$36.5B
| $9.9K | ﹤0.01% |
+48
| New | +$8.51K |
|
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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.