Sims Investment Management, LLC Portfolio Holdings

Sims Investment Management, LLC

  • $224 Billion
  • Q1 2025

Sims Investment Management, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $224 Billion distributed in 41 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 $68.4B, Schwab Strategic Tr Us Small C with a value of $42.4B, Schwab Strategic Tr Us Dividen with a value of $17.4B, Global X Fdsnasdaq 100 Covered with a value of $16.5B, and Global X Fds S&P 500 Covered C with a value of $13.7B.

Examining the 13F form we can see an increase of $46.9B in the current position value, from $177B to 224B.

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 $224 Billion
ETFs: $203 Billion
Financial Services: $9.09 Billion
Technology: $4.93 Billion
Consumer Cyclical: $3.67 Billion
Industrials: $1.38 Billion
Communication Services: $616 Million
Healthcare: $548 Million
Energy: $339 Million
Other: $278 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.23 Billion 2.34% of portfolio
395,917
Q1 2025 Added 0.74%
$0
$1.37 Billion 0.61% of portfolio
100,725
Q1 2025 Added 0.3%
$0
$789 Million 0.35% of portfolio
60,100
Q1 2025 Added 0.17%

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $224 Billion
  • Prior Value $177 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 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