StockDriftsStockDriftsTop 50 J.E. Simmons & Co., P.C. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 20.4% | 48.3K | $36.2M | -1.59%(-783) | $677.12(+14.80%) | 2026-06-30 | |
| ELMD | ELECTROMED INC | 11.53% | 483.8K | $20.5M | -1.83%(-9.00K) | $26.84(+56.96%) | 2026-06-30 | |
| SPTL | SPDR SERIES TRUST | 7.24% | 489.7K | $12.8M | -0.59%(-2.91K) | $26.51(-5.08%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 7.17% | 409.4K | $12.7M | -1.77%(-7.36K) | $26.75(+21.38%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 6.9% | 232.2K | $12.3M | -1.60%(-3.78K) | $44.08(+25.42%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 6.03% | 157.3K | $10.7M | -1.27%(-2.02K) | $59.99(+16.72%) | 2026-06-30 | |
| IUSB | ISHARES TR | 4.18% | 160.9K | $7.4M | +6.95%(+10.46K) | $46.50(-2.26%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 3.98% | 134.1K | $7.1M | -1.84%(-2.52K) | $33.71(+31.84%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.6% | 8.7K | $6.4M | -0.23%(-20) | $607.34(+18.68%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.25% | 96.7K | $5.8M | -1.90%(-1.87K) | $53.97(+11.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.49% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.06% |
J.E. Simmons & Co., P.C. reports $177.49M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are IVV (20.4%), ELMD (11.5%) and SPTL (7.2%). The top 20 holdings account for 86.81% of reported assets. Its disclosed equity book has returned +15.49% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from J.E. Simmons & Co., P.C.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111381). View J.E. Simmons & Co., P.C.’s 13F filings on SEC