Sims Investment Management, LLC Portfolio Holdings

Sims Investment Management, LLC

  • $177 Billion
  • Q4 2024

Sims Investment Management, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $177 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $50.2B, Schwab Strategic Tr Us Small C with a value of $36.6B, Global X Fdsnasdaq 100 Covered with a value of $13.8B, Global X Fds S&P 500 Covered C with a value of $11.4B, and Schwab Strategic Tr Us Dividen with a value of $10.8B.

Examining the 13F form we can see an increase of $177B in the current position value.

Sims Investment Management, LLC is based out at Cincinnati, OH

Below you can find more details about Sims Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $177 Billion
ETFs: $158 Billion
Financial Services: $9.38 Billion
Consumer Cyclical: $4.4 Billion
Technology: $2.49 Billion
Industrials: $1.44 Billion
Healthcare: $522 Million
Communication Services: $461 Million
Real Estate: $121 Million
Other: $112 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.66 Billion 3.2% of portfolio
393,016
Q4 2024 New
$0
$1.51 Billion 0.85% of portfolio
100,425
Q4 2024 New
$0
$839 Million 0.47% of portfolio
60,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $177 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 37 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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