SIMS INVESTMENT MANAGEMENT, LLC - Portfolio Stock Holdings
SIMS INVESTMENT MANAGEMENT, LLC disclosed 183 stock positions in a recent SEC 13F filing. $320,336,994 of stock holdings were filed, with the largest holdings including SCHX, SCHA, and QYLD. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 13, 2026.We estimate the fund has a total AUM of $304,571,897 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
183Est. Stock Holding Value:
$320,336,994Top Stock Holdings By Sector
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Portfolio Stock Holdings - SIMS INVESTMENT MANAGEMENT, LLC
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