Sims Investment Management, LLC Portfolio Holdings

Sims Investment Management, LLC

  • $276 Billion
  • Q3 2025

Sims Investment Management, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $276 Billion distributed in 42 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 $88.6B, Schwab Strategic Tr Us Small C with a value of $51.8B, Global X Fdsnasdaq 100 Covered with a value of $18.6B, Schwab Strategic Tr Us Dividen with a value of $17.1B, and Global X Fds S&P 500 Covered C with a value of $16B.

Examining the 13F form we can see an increase of $27.7B in the current position value, from $249B to 276B.

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 $276 Billion
ETFs: $249 Billion
Financial Services: $9.4 Billion
Technology: $7.32 Billion
Consumer Cyclical: $5.48 Billion
Communication Services: $2.76 Billion
Industrials: $1.36 Billion
Healthcare: $593 Million
Energy: $289 Million
Other: $225 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$845M
$1.36 Billion 0.49% of portfolio
37,610
Q3 2025 Reduced 3.5%

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $276 Billion
  • Prior Value $249 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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