1y return+22.7%S&P 500 +20.9%
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.
$100 invested in its stock picks
Since December 31, 2024: $123 against $127 in the S&P 500.2
Sims Investment Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHXSchwab Strategic Tr | $98.6M | 30.5% | +1.3% |
| SCHASchwab Strategic Tr | $62.7M | 19.4% | |
| QYLDGlobal X Fds | $20.1M | 6.2% | −4.8% |
| JHSCJohn Hancock Exchange Traded | $18.2M | 5.6% | +7.4% |
| SCHDSchwab Strategic Tr | $18.0M | 5.6% | +2.0% |
| XYLDGlobal X Fds | $17.9M | 5.5% | +2.7% |
| QQQMInvesco Exch Traded Fd Tr II | $15.1M | 4.7% | +3.3% |
| SCHOSchwab Strategic Tr | $11.0M | 3.4% | +7.8% |
| QQQInvesco Qqq Tr | $7.8M | 2.4% | |
| SMHVaneck Etf Trust | $7.2M | 2.2% | −3.2% |
| VTVVanguard Index Fds | $6.9M | 2.1% | +39.6% |
| ETVEaton Vance Tax-managed Buy- | $5.7M | 1.8% | |
| TLTIshares Tr | $4.0M | 1.2% | +3.1% |
| UBERUber Technologies Inc | $3.6M | 1.1% | +3.9% |
| VCSHVanguard Scottsdale Fds | $3.1M | 1.0% | +18.2% |
| VOOVanguard Index Fds | $2.5M | 0.8% | |
| TSLATesla Inc | $2.4M | 0.7% | +1.4% |
| PRSUPursuit Attractions And Hosp | $2.1M | 0.6% | |
| Carnival Corp LtdCUSIP G2004J103 | $1.6M | 0.5% | New |
| ETBEaton Vance Tax Mnged Buy Wr | $1.6M | 0.5% | |
| UNHUnitedhealth Group Inc | $1.0M | 0.3% | +8.3% |
| XSSPXNuveen S&p 500 Dynamic Overw | $941K | 0.3% | |
| METAMeta Platforms Inc | $922K | 0.3% | −30.5% |
| SCHMSchwab Strategic Tr | $892K | 0.3% | |
| FUNSix Flags Entertainment Corp | $703K | 0.2% |
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 |
|---|---|---|---|
| SMHVaneck Etf Trust | December 31, 2024 | +170.8% | $7.2M |
| VGTVanguard World Fd | December 31, 2024 | +53.8% | $669K |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $7.8M |
| QQQMInvesco Exch Traded Fd Tr II | December 31, 2024 | +44.0% | $15.1M |
| SCHMSchwab Strategic Tr | March 31, 2025 | +40.7% | $892K |
| SCHASchwab Strategic Tr | December 31, 2024 | +39.7% | $62.7M |
| FUNSix Flags Entertainment Corp | December 31, 2025 | +38.9% | $703K |
| Royal Caribbean GroupCUSIP V7780T103 | December 31, 2024 | +37.6% | $318K |
| VTIVanguard Index Fds | March 31, 2025 | +34.6% | $343K |
| PRSUPursuit Attractions And Hosp | December 31, 2024 | +31.7% | $2.1M |
Sold off last quarter
- Carnival CorpCUSIP 143658300 was $1.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.1% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +7.1% | +10.5% |
| March 31, 2025 | −6.4% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sims Investment Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2053807&type=13F-HR&dateb=&owner=include&count=40CIK 2053807
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2053807/000205380726000005/Filed July 21, 2026 · accession 0002053807-26-000005