J.E. Simmons & Co., P.C. - Portfolio Stock Holdings

J.E. Simmons & Co., P.C. disclosed 74 stock positions in a recent SEC 13F filing. $177,474,583 of stock holdings were filed, with the largest holdings including IVV, ELMD, and SPTL. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $213,103,959 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.