Sims Investment Management, LLC Reduced Holdings in Q4 2025

Sims Investment Management, LLC

  • $283 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-572
- 4.45%
$589.5 - $635.77 $337K - $364K
12.3K $7.54B
MSFT
Microsoft Corp

Technology
-156
- 10.13%
$496.82 - $542.07 $77.5K - $84.6K
1.38K $669M
VVI
Viad Corp

Industrials
-712
- 1.89%
N/A
36.9K $1.24B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-262
- 6.88%
$600.51 - $631.95 $157K - $166K
3.55K $2.22B
NVDA
Nvidia Corp

Technology
-471
- 8.0%
$179.83 - $207.04 $84.7K - $97.5K
5.42K $1.01B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.14K
- 0.82%
$26.44 - $27.53 $136K - $141K
620K $17B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-20
- 1.94%
$252.87 - $320.26 $5.06K - $6.41K
1.01K $282M
AMZN
Amazon Com Inc

Consumer Cyclical
-285
- 14.37%
$213.04 - $254.0 $60.7K - $72.4K
1.7K $392M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-487
- 4.8%
$74.09 - $75.1 $36.1K - $36.6K
9.65K $715M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-5.31K
- 1.35%
$14.07 - $14.56 $74.7K - $77.3K
389K $5.58B
XOM
Exxon Mobil Corp

Energy
-354
- 13.83%
$110.64 - $119.78 $39.2K - $42.4K
2.21K $265M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-255
- 10.05%
$105.91 - $113.18 $27K - $28.9K
2.28K $260M
JPM
Jpmorgan Chase & CO

Financial Services
-84
- 8.62%
$294.11 - $320.41 $24.7K - $26.9K
891 $287M
VGT
Vanguard Information Technolog

ETFs
-25
- 3.42%
$736.33 - $801.52 $18.4K - $20K
706 $532M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20
- 1.8%
$475.68 - $513.11 $9.51K - $10.3K
1.09K $547M
VB
Vanguard Small Cap ETF

ETFs
-53
- 4.88%
$248.1 - $260.08 $13.1K - $13.8K
1.03K $266M
AVGO
Broadcom Inc.

Technology
-56
- 6.09%
$324.63 - $385.98 $18.2K - $21.6K
863 $299M
TSLA
Tesla, Inc.

Consumer Cyclical
-66
- 1.11%
$401.99 - $468.37 $26.5K - $30.9K
5.88K $2.64B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-45
- 0.19%
$28.9 - $30.17 $1.3K - $1.36K
24.2K $727M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
-625
- 0.62%
$14.83 - $15.32 $9.27K - $9.58K
100K $1.53B
AAPL
Apple Inc.

Technology
-84
- 2.78%
$245.27 - $275.25 $20.6K - $23.1K
2.94K $800M
CCL
Carnival Corp

Consumer Cyclical
-1.63K
- 2.84%
$26.02 - $30.0 $42.5K - $49K
55.8K $1.71B
GOOGL
Alphabet Inc.

Communication Services
-83
- 4.22%
$236.57 - $291.31 $19.6K - $24.2K
1.88K $589M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-26.6K
- 1.43%
$27.17 - $28.65 $723K - $762K
1.83M $52.2B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-91
- 0.75%
$325.34 - $368.61 $29.6K - $33.5K
12K $4.32B
Activity Summary
Buys All Purchases 14 New Holdings 3 Increased Positions 11 Sells All Sells 28 Reductions 26 Sold out 2 Options Calls 0 Puts 0
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