SIMS INVESTMENT MANAGEMENT, LLC
Filing Date
Global Rank
#7,166
/ 8,232
▼ 17
Top Industry
Asset Management
37.2%
3Y Alpha vs SPY
-6.4%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+14.6%
SPY
+23.4%
Annualised alpha
-6.4%
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, 2025Top 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 |
|---|---|---|
| Financial Services | 32.3% | $8,546,470 |
| Unclassified | 23.2% | $6,138,309 |
| Consumer Cyclical | 21.8% | $5,757,127 |
| Technology | 14.3% | $3,774,485 |
| Communication Services | 6.1% | $1,620,127 |
| Healthcare | 2.3% | $611,803 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
2 positions ·
$3,774,485 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| UBER |
Uber Technologies, Inc
Technology
|
Added | 47,930 | $3,447,604 | 91.34% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,288 | $326,881 | 8.66% |