Sims Investment Management, LLC Portfolio Holdings by Sector
Sims Investment Management, LLC
- $224 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHX SCHA SCHD QYLD XYLD SCHO QQQM JHSC 19 stocks |
$203 Million
90.56% of portfolio
|
16
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ETV ETB BXMX 3 stocks |
$7.39 Million
3.3% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER 1 stocks |
$2.98 Million
1.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1.57 Million
0.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL RCL 2 stocks |
$1.47 Million
0.66% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
VVI 1 stocks |
$1.38 Million
0.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
AFG 1 stocks |
$763,217
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$731,509
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$689,159
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$652,881
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$564,587
0.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$547,934
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$368,556
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$338,951
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$313,267
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$303,094
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$280,384
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$278,079
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Specialty Retail | Consumer Cyclical
AAP 1 stocks |
$268,133
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$241,130
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|