SIMS INVESTMENT MANAGEMENT, LLC: 13F holdings
CIK 20538072026Q2
| Positions | 184 |
|---|
| Reported value | $323.4m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 184 (+149 vs prior quarter) |
|---|
| Reported value | $323.4m (+18.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHX SCHWAB STRATEGIC TR | 3,349,904 | $98.6m | 30.5% |
| SCHA SCHWAB STRATEGIC TR | 1,734,453 | $62.7m | 19.4% |
| QYLD GLOBAL X FDS | 1,092,989 | $20.1m | 6.2% |
| JHSC JOHN HANCOCK EXCHANGE TRADED | 375,257 | $18.2m | 5.6% |
| SCHD SCHWAB STRATEGIC TR | 568,963 | $18.0m | 5.6% |
| XYLD GLOBAL X FDS | 438,538 | $17.9m | 5.5% |
| QQQM INVESCO EXCH TRADED FD TR II | 49,842 | $15.1m | 4.7% |
| SCHO SCHWAB STRATEGIC TR | 455,538 | $11.0m | 3.4% |
| QQQ INVESCO QQQ TR | 10,616 | $7.8m | 2.4% |
| SMH VANECK ETF TRUST | 10,942 | $7.2m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2053807")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples