StockDriftsStockDriftsTop 37 Sims Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 31.64% | 3.38M | $101.4M | +0.86%(+28.75K) | $23.08(+30.61%) | 2026-09-30 | |
| SCHA | SCHWAB STRATEGIC TR | 17.68% | 1.74M | $56.6M | +0.06%(+957) | $25.55(+25.52%) | 2026-09-30 | |
| QYLD | GLOBAL X FDS | 6.87% | 1.19M | $22.0M | +8.55%(+93.49K) | $17.88(+2.27%) | 2026-09-30 | |
| XYLD | GLOBAL X FDS | 5.98% | 461.2K | $19.1M | +5.16%(+22.64K) | $41.04(+0.77%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 5.91% | 582.0K | $18.9M | +2.29%(+13.04K) | $27.87(+22.86%) | 2026-09-30 | |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | 5.53% | 390.0K | $17.7M | +3.93%(+14.76K) | $39.92(+14.85%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.83% | 50.8K | $15.5M | +1.94%(+965) | $211.72(+39.71%) | 2026-09-30 | |
| SCHO | SCHWAB STRATEGIC TR | 3.51% | 471.7K | $11.3M | +3.54%(+16.14K) | $24.27(-1.51%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 2.45% | 10.6K | $7.8M | -0.12%(-13) | $498.67(+44.05%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 2.39% | 35.5K | $7.7M | +11.66%(+3.70K) | $199.06(+11.63%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.61% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.81% |
Sims Investment Management LLC reports $320.31M in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (31.6%), SCHA (17.7%) and QYLD (6.9%). The top 20 holdings account for 96.93% of reported assets. Its disclosed equity book has returned +20.61% cumulatively over 7 quarters. Figures reflect the Q3 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 Sims Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053807). View Sims Investment Management LLC’s 13F filings on SEC