SIMS INVESTMENT MANAGEMENT, LLC

CIK

2053807

Location

CINCINNATI, OH

Portfolio Value

Micro $26,448,321

Diversification

Diversified

Filing Date

Global Rank

#7,166 / 8,232 ▼ 17

Top Industry

Asset Management 37.2%

3Y Alpha vs SPY

-7.3%

Period ended 2 months ago

Filed Apr 21, 2026 · 53d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+14.4%

SPY

+23.4%

Annualised alpha

-6.5%

Max drawdown

−21.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.2%

+1.3 pts

Top 5

69.7%

+7.5 pts

Top 10

90.8%

+10.0 pts

HHI

1,315

Diversified+261

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	32.3%	$8,546,470	5
Unclassified	23.2%	$6,138,309	1
Consumer Cyclical	21.8%	$5,757,127	5
Technology	14.3%	$3,774,485	2
Communication Services	6.1%	$1,620,127	2
Healthcare	2.3%	$611,803	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	+2,328	47,930	$3,447,604
CCL	Carnival Corp Ltd.	+470	56,299	$1,457,018
PRSU	Pursuit Attractions & Hospitality, Inc.	+260	37,158	$1,361,097
UNH	Unitedhealth Group Inc	+60	2,261	$611,803
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−1,655	1,288	$326,881
QQQ	Invesco Qqq Trust, Series 1	−1,633	10,635	$6,138,309
ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	−982	387,929	$5,302,989
META	Meta Platforms, Inc.	−465	2,354	$1,346,794
TSLA	Tesla, Inc.	−288	5,590	$2,078,082
DIS	Walt Disney Co	−175	2,836	$273,333
BRK-B	Berkshire Hathaway Inc	−10	1,079	$517,056
RCL	Royal Caribbean Cruises Ltd	−10	1,000	$275,180
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	50,462	$810,924
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
NVDA	Nvidia Corp	5,415	$1,009,897
BXMX	Nuveen S&P 500 BuyWrite Income Fund	60,100	$883,470
MSFT	Microsoft Corp	1,384	$669,330
GOOGL	Alphabet Inc.	1,882	$589,066
AMZN	Amazon Com Inc	1,698	$391,932
AVGO	Broadcom Inc.	863	$298,684
JPM	Jpmorgan Chase & Co	891	$287,098
XOM	Exxon Mobil Corp	2,205	$265,349
LLY	ELI LILLY & Co	201	$216,010
GM	General Motors Co	2,500	$203,300
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

16 positions · $26,448,321 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	10,635	-1,633	$6,138,309	−18.6%	23.21%
ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund Financial Services	Reduced	387,929	-982	$5,302,989	−5.0%	20.05%
UBER	Uber Technologies, Inc Technology	Added	47,930	+2,328	$3,447,604	−7.5%	13.04%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	5,590	-288	$2,078,082	−21.4%	7.86%
CCL	Carnival Corp Ltd. Consumer Cyclical	Added	56,299	+470	$1,457,018	−14.5%	5.51%
ETB	Eaton Vance Tax-Managed Buy-Write Income Fund Financial Services	Held	100,475	0	$1,448,849	−5.6%	5.48%
PRSU	Pursuit Attractions & Hospitality, Inc. Consumer Cyclical	Added	37,158	+260	$1,361,097	+9.5%	5.15%
META	Meta Platforms, Inc. Communication Services	Reduced	2,354	-465	$1,346,794	−27.6%	5.09%
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund Financial Services	NEW	50,462	NEW	$810,924	NEW	3.07%
UNH	Unitedhealth Group Inc Healthcare	Added	2,261	+60	$611,803	−15.8%	2.31%
FUN	Six Flags Entertainment Corporation/NEW Consumer Cyclical	Held	33,000	0	$585,750	+15.7%	2.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,079	-10	$517,056	−5.5%	1.95%
AFG	American Financial Group Inc Financial Services	Held	3,654	0	$466,652	−6.6%	1.76%
AAPL	Apple Inc. Technology	Reduced	1,288	-1,655	$326,881	−59.1%	1.24%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	1,000	-10	$275,180	−2.3%	1.04%
DIS	Walt Disney Co Communication Services	Reduced	2,836	-175	$273,333	−20.2%	1.03%