Sims Investment Management, LLC Portfolio Holdings

Sims Investment Management, LLC

  • $249 Billion
  • Q2 2025

Sims Investment Management, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $249 Billion distributed in 43 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 $80.2B, Schwab Strategic Tr Us Small C with a value of $46.5B, Global X Fdsnasdaq 100 Covered with a value of $17.2B, Schwab Strategic Tr Us Dividen with a value of $16.6B, and Global X Fds S&P 500 Covered C with a value of $14.1B.

Examining the 13F form we can see an increase of $24.9B in the current position value, from $224B to 249B.

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 $249 Billion
ETFs: $223 Billion
Financial Services: $9.19 Billion
Technology: $6.78 Billion
Consumer Cyclical: $4.82 Billion
Communication Services: $2.75 Billion
Industrials: $1.12 Billion
Healthcare: $339 Million
Energy: $276 Million
Other: $248 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$80.2 Billion 32.23% of portfolio
3,279,481
Q2 2025 Added 5.9%
$0
$46.5 Billion 18.7% of portfolio
1,838,196
Q2 2025 Added 1.46%
$0
$17.2 Billion 6.92% of portfolio
1,028,998
Q2 2025 Added 3.89%
$0
$16.6 Billion 6.67% of portfolio
625,972
Q2 2025 Added 0.51%
$0
$14.1 Billion 5.66% of portfolio
361,559
Q2 2025 Added 4.06%
$0
$11.2 Billion 4.52% of portfolio
288,067
Q2 2025 Added 70.74%
$0
$10.1 Billion 4.05% of portfolio
44,352
Q2 2025 Added 25.92%
$0
$8.87 Billion 3.57% of portfolio
363,671
Q2 2025 Reduced 6.16%
$0
$7 Billion 2.82% of portfolio
12,692
Q2 2025 Reduced 1.92%
$0
$5.45 Billion 2.19% of portfolio
392,741
Q2 2025 Reduced 0.8%
$177B
$4.17 Billion 1.68% of portfolio
44,663
Q2 2025 Added 9.3%
$0
$3.37 Billion 1.35% of portfolio
12,069
Q2 2025 Added 28.94%
$0
$2.19 Billion 0.88% of portfolio
27,486
Q2 2025 Reduced 1.77%
$0
$2.11 Billion 0.85% of portfolio
3,709
Q2 2025 Reduced 2.09%
$1.73T
$2.02 Billion 0.81% of portfolio
2,736
Q2 2025 New
$1.04T
$1.92 Billion 0.77% of portfolio
6,048
Q1 2025 Added 7.42%
$0
$1.45 Billion 0.58% of portfolio
100,600
Q2 2025 Reduced 0.12%
$845M
$1.12 Billion 0.45% of portfolio
38,974
Q2 2025 Reduced 0.19%
$0
$999 Million 0.4% of portfolio
13,573
Q2 2025 Added 6.65%
$455B
$947 Million 0.38% of portfolio
5,995
Q2 2025 Reduced 0.48%
$0
$834 Million 0.34% of portfolio
60,100
Q1 2025 Added 0.17%
$3.89T
$738 Million 0.3% of portfolio
1,484
Q2 2025 Reduced 1.33%
$0
$688 Million 0.28% of portfolio
24,525
Q1 2025 New
$3.69T
$677 Million 0.27% of portfolio
3,297
Q2 2025 Added 0.12%
$606B
$629 Million 0.25% of portfolio
1,294
Q1 2025 Added 1.65%
Blackstone Real Estate
-
$628 Million 0.25% of portfolio
-
Q2 2025 New
$11B
$544 Million 0.22% of portfolio
4,311
Q2 2025 Reduced 25.81%
$0
$494 Million 0.2% of portfolio
745
Q2 2025 Added 1.36%
$76.9B
$490 Million 0.2% of portfolio
1,566
Q2 2025 Added 4.4%
$2.27T
$430 Million 0.17% of portfolio
1,962
Q2 2025 Added 1.29%
$0
$378 Million 0.15% of portfolio
1,597
Q2 2025 Reduced 5.78%
$205B
$383 Million 0.15% of portfolio
3,092
Q2 2025 Reduced 2.58%
$1.2T
$345 Million 0.14% of portfolio
1,960
Q1 2025 New
$235B
$339 Million 0.14% of portfolio
1,087
Q2 2025 Added 3.92%
$3.55B
$323 Million 0.13% of portfolio
6,939
Q2 2025 Added 1.48%
$0
$287 Million 0.12% of portfolio
2,881
Q2 2025 Reduced 94.88%
$445B
$276 Million 0.11% of portfolio
2,559
Q2 2025 Reduced 10.21%
$847B
$283 Million 0.11% of portfolio
975
Q2 2025 Reduced 0.81%
$0
$284 Million 0.11% of portfolio
936
Q2 2025 Reduced 8.24%
$124B
$256 Million 0.1% of portfolio
929
Q2 2025 New
$364B
$248 Million 0.1% of portfolio
1,554
Q2 2025 Reduced 4.78%
Hall Of Fame Resort & En
-
$7.95 Million 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $249 Billion
  • Prior Value $224 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
Track This Portfolio

Track Sims Investment Management, LLC Portfolio

Follow Sims Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sims Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sims Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email