SIMS INVESTMENT MANAGEMENT, LLC
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 SPYHypothetical 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, 2026Top Position
23.8%
+0.6 pts
Top 5
65.8%
−3.9 pts
Top 10
84.2%
−6.6 pts
HHI
1,172
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 CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UBER | Uber Technologies, Inc | +1,875 | 49,805 | $3,593,928 | |
| AAPL | Apple Inc. | +336 | 1,624 | $469,920 | |
| UNH | Unitedhealth Group Inc | +187 | 2,448 | $1,017,462 | |
| BRK-B | Berkshire Hathaway Inc | +100 | 1,179 | $589,959 | |
| TSLA | Tesla, Inc. | +78 | 5,668 | $2,383,960 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DIS | Walt Disney Co | −1,925 | 911 | $87,683 | |
| ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | −1,844 | 386,085 | $5,744,944 | |
| META | Meta Platforms, Inc. | −718 | 1,636 | $921,542 | |
| CCL | Carnival Corp Ltd. | −100 | 56,199 | $1,605,605 | |
| PRSU | Pursuit Attractions & Hospitality, Inc. | −50 | 37,108 | $2,076,934 | |
| QQQ | Invesco Qqq Trust, Series 1 | −19 | 10,616 | $7,817,622 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MSFT | Microsoft Corp | 663 | $247,312 | |
| AMZN | Amazon Com Inc | 869 | $207,117 | |
| GM | General Motors Co | 2,500 | $192,700 | |
| PG | PROCTER & GAMBLE Co | 1,306 | $191,511 | |
| XOM | ExxonMobil Holdings Corp | 1,176 | $160,782 | |
| GOOGL | Alphabet Inc. | 420 | $150,095 | |
| GE | General Electric Co | 399 | $149,118 | |
| SPY | Spdr S&P 500 ETF Trust | 98 | $73,183 | |
| NVDA | Nvidia Corp | 325 | $65,029 | |
| EVRG | Evergy, Inc. | 747 | $64,563 | |
| STT | State Street Corp | 348 | $59,020 | |
| ABBV | AbbVie Inc. | 231 | $58,128 | |
| FIX | Comfort Systems USA Inc | 29 | $57,476 | |
| IBM | International Business Machines Corp | 199 | $55,960 | |
| MPC | Marathon Petroleum Corp | 200 | $51,134 | |
| FE | Firstenergy Corp | 1,065 | $50,630 | |
| MU | Micron Technology Inc | 40 | $46,171 | |
| VZ | Verizon Communications Inc | 987 | $41,789 | |
| CASY | Caseys General Stores Inc | 51 | $40,534 | |
| HUM | Humana Inc | 100 | $39,722 | |
| INTC | Intel Corp | 250 | $34,907 | |
| BA | Boeing Co | 160 | $34,635 | |
| AMD | Advanced Micro Devices Inc | 50 | $29,045 | |
| CME | Cme Group Inc. | 127 | $28,045 | |
| ACGL | Arch Capital Group Ltd. | 278 | $26,982 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
116 tracked positions ·
$32,853,356 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 116 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 10,616 | $7,817,622 | 23.80% | |
| ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Financial Services
|
Reduced | 386,085 | $5,744,944 | 17.49% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 49,805 | $3,593,928 | 10.94% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 5,668 | $2,383,960 | 7.26% | |
| PRSU |
Pursuit Attractions & Hospitality, Inc.
Consumer Cyclical
|
Reduced | 37,108 | $2,076,934 | 6.32% | |
| CCL |
Carnival Corp Ltd.
Consumer Cyclical
|
Reduced | 56,199 | $1,605,605 | 4.89% | |
| ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
Financial Services
|
Held | 100,475 | $1,561,381 | 4.75% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 2,448 | $1,017,462 | 3.10% | |
| SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
Financial Services
|
Held | 50,462 | $940,611 | 2.86% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,636 | $921,542 | 2.81% | |
| FUN |
Six Flags Entertainment Corporation/NEW
Consumer Cyclical
|
Held | 33,000 | $702,900 | 2.14% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,179 | $589,959 | 1.80% | |
| AFG |
American Financial Group Inc
Financial Services
|
Held | 3,654 | $511,340 | 1.56% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,624 | $469,920 | 1.43% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
Held | 1,000 | $317,530 | 0.97% | |
| MSFT |
Microsoft Corp
Technology
|
NEW | 663 | $247,312 | 0.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 869 | $207,117 | 0.63% | |
| GM |
General Motors Co
Consumer Cyclical
|
NEW | 2,500 | $192,700 | 0.59% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
NEW | 1,306 | $191,511 | 0.58% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
NEW | 1,176 | $160,782 | 0.49% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 420 | $150,095 | 0.46% | |
| GE |
General Electric Co
Industrials
|
NEW | 399 | $149,118 | 0.45% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 911 | $87,683 | 0.27% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 98 | $73,183 | 0.22% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 325 | $65,029 | 0.20% | |
| EVRG |
Evergy, Inc.
Utilities
|
NEW | 747 | $64,563 | 0.20% | |
| STT |
State Street Corp
Financial Services
|
NEW | 348 | $59,020 | 0.18% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 231 | $58,128 | 0.18% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
NEW | 29 | $57,476 | 0.17% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 199 | $55,960 | 0.17% | |
| MPC |
Marathon Petroleum Corp
Energy
|
NEW | 200 | $51,134 | 0.16% | |
| FE |
Firstenergy Corp
Utilities
|
NEW | 1,065 | $50,630 | 0.15% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 40 | $46,171 | 0.14% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 987 | $41,789 | 0.13% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
NEW | 51 | $40,534 | 0.12% | |
| HUM |
Humana Inc
Healthcare
|
NEW | 100 | $39,722 | 0.12% | |
| INTC |
Intel Corp
Technology
|
NEW | 250 | $34,907 | 0.11% | |
| BA |
Boeing Co
Industrials
|
NEW | 160 | $34,635 | 0.11% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 50 | $29,045 | 0.09% | |
| CME |
Cme Group Inc.
Financial Services
|
NEW | 127 | $28,045 | 0.09% | |
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
NEW | 278 | $26,982 | 0.08% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 20 | $23,497 | 0.07% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
NEW | 100 | $18,514 | 0.06% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
NEW | 401 | $17,315 | 0.05% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 40 | $15,110 | 0.05% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
NEW | 362 | $14,860 | 0.05% | |
| TER |
Teradyne, Inc
Technology
|
NEW | 29 | $14,031 | 0.04% | |
| TXT |
Textron Inc
Industrials
|
NEW | 150 | $13,759 | 0.04% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
NEW | 132 | $12,363 | 0.04% | |
| QCOM |
Qualcomm Inc/De
Technology
|
NEW | 66 | $12,196 | 0.04% |
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.