Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $36.2M | 20.4% | −1.6% |
| ELMDElectromed Inc | $20.5M | 11.5% | −1.8% |
| SPTLSpdr Series Trust | $12.8M | 7.2% | |
| FNDXSchwab Strategic Tr | $12.7M | 7.2% | −1.8% |
| FNDFSchwab Strategic Tr | $12.3M | 6.9% | −1.6% |
| DYNFBlackrock Etf Trust | $10.7M | 6.0% | −1.3% |
| IUSBIshares Tr | $7.4M | 4.2% | +7.0% |
| BAIBlackrock Etf Trust | $7.1M | 4.0% | −1.8% |
| QQQInvesco Qqq Tr | $6.4M | 3.6% | |
| VWOVanguard Intl Equity Index F | $5.8M | 3.3% | −1.9% |
| COROBlackrock Etf Trust | $4.9M | 2.7% | +8.0% |
| QUALIshares Tr | $4.2M | 2.4% | |
| SCHGSchwab Strategic Tr | $2.7M | 1.5% | −1.6% |
| VEAVanguard Tax-managed Fds | $2.1M | 1.2% | −1.1% |
| MINVMatthews Asia Fds | $2.0M | 1.1% | −2.3% |
| EMXCIshares Inc | $1.5M | 0.8% | |
| BINCBlackrock Etf Trust II | $1.3M | 0.7% | −3.5% |
| SCHFSchwab Strategic Tr | $1.2M | 0.7% | |
| USMVIshares Tr | $1.2M | 0.7% | +3.4% |
| JPMJpmorgan Chase & Co | $1.2M | 0.7% | |
| NVDANvidia Corporation | $1.1M | 0.6% | +2.6% |
| BRK/BBerkshire Hathaway Inc Del | $1.1M | 0.6% | |
| GOVTIshares Tr | $805K | 0.5% | +4.6% |
| AMZNAmazon Com Inc | $788K | 0.4% | −2.4% |
| IXUSIshares Tr | $759K | 0.4% | +7.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| USDProshares Tr | December 31, 2025 | +98.6% | $555K |
| MINVMatthews Asia Fds | December 31, 2025 | +63.8% | $2.0M |
| BAIBlackrock Etf Trust | December 31, 2025 | +58.3% | $7.1M |
| ELMDElectromed Inc | December 31, 2025 | +45.3% | $20.5M |
| EMXCIshares Inc | December 31, 2025 | +40.8% | $1.5M |
| GWWWw Grainger Inc | December 31, 2025 | +34.8% | $510K |
| IEMGIshares Inc | December 31, 2025 | +23.2% | $599K |
| QQQInvesco Qqq Tr | December 31, 2025 | +19.9% | $6.4M |
| FNDFSchwab Strategic Tr | December 31, 2025 | +16.7% | $12.3M |
| SCHFSchwab Strategic Tr | December 31, 2025 | +15.2% | $1.2M |
Sold off last quarter
- VCLTVanguard Scottsdale Fds was $533K
- KRKroger Co was $214K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +18.3% | +14.8% |
| March 31, 2026 | −3.5% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: J.E. Simmons & Co., P.C. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2111381&type=13F-HR&dateb=&owner=include&count=40CIK 2111381
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2111381/000137647426000493/Filed July 15, 2026 · accession 0001376474-26-000493