J.E. Simmons & Co., P.C.
Top Portfolio Positions
30 positions ·
$28,132,727 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ELMD |
Electromed, Inc.
Healthcare
|
492,822 | $11,536,963 | 41.01% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,702 | $5,022,620 | 17.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,594 | $1,057,211 | 3.76% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,123 | $1,017,341 | 3.62% | |
| NVDA |
Nvidia Corp
Technology
|
5,217 | $909,844 | 3.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,391 | $706,243 | 2.51% | |
| AAPL |
Apple Inc.
Technology
|
2,455 | $623,054 | 2.21% | |
| LLY |
ELI LILLY & Co
Healthcare
|
611 | $561,979 | 2.00% | |
| MSFT |
Microsoft Corp
Technology
|
1,365 | $505,282 | 1.80% | |
| BAR |
GraniteShares Gold Trust
|
9,065 | $418,168 | 1.49% |
Portfolio Trend
2 quarters · across all stocks
Holdings in BBBY
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $106,877 | 23,034 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $109,200 | 20,000 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||