Sims Investment Management, LLC Portfolio Holdings by Sector
Sims Investment Management, LLC
- $283 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHX SCHA QYLD SCHD XYLD JHSC QQQM SCHO 18 stocks |
$256 Million
90.58% of portfolio
|
8
|
10
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ETV ETB BXMX 3 stocks |
$8 Million
2.83% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER 1 stocks |
$3.73 Million
1.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM 2 stocks |
$2.85 Million
1.01% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$2.45 Million
0.87% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL RCL 2 stocks |
$1.99 Million
0.7% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1.31 Million
0.46% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
VVI 1 stocks |
$1.24 Million
0.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$800,076
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$726,680
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$669,330
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$547,386
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
AFG 1 stocks |
$499,431
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$391,960
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$342,534
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$298,070
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$287,098
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$265,350
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$216,011
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|