Sims Investment Management, LLC Portfolio Holdings

Sims Investment Management, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $283 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 $92B, Schwab Strategic Tr Us Small C with a value of $52.2B, Global X Fdsnasdaq 100 Covered with a value of $19.6B, Schwab Strategic Tr Us Dividen with a value of $17B, and Global X Fds S&P 500 Covered C with a value of $16.8B.

Examining the 13F form we can see an increase of $6.56B in the current position value, from $276B to 283B. Also it can be appreciated an additional of 3 stocks purchases and 2 closed positions.

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.