J.E. Simmons & Co., P.C.
CIK
2111381
Location
DALLAS, TX
Portfolio Value
Micro
$2,551,956
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,105
/ 8,232
▲ 134
Top Industry
Medical Devices
52.9%
3Y Alpha vs SPY
+82.2%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+28.1%
SPY
+9.1%
Annualised alpha
+82.2%
Max drawdown
−6.4%
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
30 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
41.0%
−4.7 pts
Top 5
69.5%
−3.2 pts
Top 10
79.5%
−3.1 pts
HHI
2,081
Moderately concentrated−372
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 48.9% | $13,767,580 |
| Unclassified | 20.8% | $5,853,975 |
| Financial Services | 11.4% | $3,202,674 |
| Technology | 9.1% | $2,551,956 |
| Communication Services | 3.4% | $960,724 |
| Consumer Cyclical | 3.3% | $932,267 |
| Industrials | 1.5% | $416,689 |
| Energy | 0.8% | $232,677 |
| Consumer Defensive | 0.8% | $214,185 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BBBY | Bed Bath & Beyond, Inc. | +3,034 | 23,034 | $106,877 | |
| BAR | GraniteShares Gold Trust | +815 | 9,065 | $418,168 | |
| AMZN | Amazon Com Inc | +628 | 3,391 | $706,243 | |
| NVDA | Nvidia Corp | +429 | 5,217 | $909,844 | |
| GOOGL | Alphabet Inc. | +281 | 1,286 | $369,802 | |
| PHYS | Sprott Physical Gold Trust | +200 | 9,700 | $343,768 | |
| JPM | Jpmorgan Chase & Co | +176 | 3,594 | $1,057,211 | |
| AVGO | Broadcom Inc. | +101 | 840 | $259,988 | |
| NFLX | Netflix Inc | +53 | 3,248 | $312,295 | |
| MCHP | Microchip Technology Inc | +19 | 3,928 | $253,788 | |
| META | Meta Platforms, Inc. | +13 | 487 | $278,627 | |
| AAPL | Apple Inc. | +10 | 2,455 | $623,054 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | −67 | 2,123 | $1,017,341 | |
| ABT | Abbott Laboratories | −58 | 2,396 | $245,997 | |
| MSFT | Microsoft Corp | −53 | 1,365 | $505,282 | |
| QQQ | Invesco Qqq Trust, Series 1 | −46 | 8,702 | $5,022,620 | |
| COR | Cencora, Inc. | −31 | 1,302 | $409,010 | |
| MRSH | Marsh & Mclennan Companies, Inc. | −22 | 1,502 | $260,521 | |
| TSLA | Tesla, Inc. | −14 | 608 | $226,024 | |
| LLY | ELI LILLY & Co | −14 | 611 | $561,979 | |
| GWW | W.W. Grainger, Inc. | −5 | 382 | $416,689 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ABBV | AbbVie Inc. | 905 | $206,783 | |
| No positions match the current search. | ||||
5 positions ·
$2,551,956 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 5,217 | $909,844 | 35.65% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,455 | $623,054 | 24.41% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,365 | $505,282 | 19.80% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 840 | $259,988 | 10.19% | |
| MCHP |
Microchip Technology Inc
Technology
|
Added | 3,928 | $253,788 | 9.94% |