Skip to main content

SIMS INVESTMENT MANAGEMENT, LLC

Location
CINCINNATI, OH
Portfolio Value
Micro $32,853,356
Diversification
Diversified
Filing Date
Global Rank
#2,389 / 2,968 ▲ 5156
Top Industry
Asset Management 33.3%
3Y Alpha vs SPY
-8.1%
Period ended 29 days ago
Filed Jul 21, 2026 · 8d
7 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+10.9%
SPY
+23.3%
Annualised alpha
-8.1%
Max drawdown
−21.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

116 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
23.8%
+0.6 pts
Top 5
65.8%
−3.9 pts
Top 10
84.2%
−6.6 pts
HHI
1,172
Dec 2024 → Jun 2026 · range 1,054 – 1,315
Diversified−143

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Financial Services 29.0% $9,534,917
Unclassified 24.1% $7,906,399
Consumer Cyclical 23.0% $7,571,232
Technology 14.0% $4,603,052
Communication Services 3.7% $1,213,626
Healthcare 3.5% $1,136,003
Industrials 1.0% $334,759
Energy 0.7% $223,640
Consumer Defensive 0.6% $199,551
Utilities 0.4% $115,638
Basic Materials 0.0% $12,025
Real Estate 0.0% $2,514

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
5 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
6 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
116 tracked positions · $32,853,356 total · as of Jun 30, 2026
Showing 1–50 of 116 positions by value · page 1 of 3
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.