SIMS INVESTMENT MANAGEMENT, LLC
CIK
2053807
City
CINCINNATI
State / Country
OH
Top Portfolio Positions
16 positions ·
$26,448,321 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
10,635 | $6,138,309 | 23.21% | |
| ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Financial Services
|
387,929 | $5,302,989 | 20.05% | |
| UBER |
Uber Technologies, Inc
Technology
|
47,930 | $3,447,604 | 13.04% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,590 | $2,078,082 | 7.86% | |
| CCL |
Carnival Corp Ltd.
Consumer Cyclical
|
56,299 | $1,457,018 | 5.51% | |
| ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
Financial Services
|
100,475 | $1,448,849 | 5.48% | |
| PRSU |
Pursuit Attractions & Hospitality, Inc.
Consumer Cyclical
|
37,158 | $1,361,097 | 5.15% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,354 | $1,346,794 | 5.09% | |
| SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
Financial Services
|
50,462 | $810,924 | 3.07% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
2,261 | $611,803 | 2.31% |
Portfolio Trend
6 quarters · across all stocks
Holdings in ETB
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,448,849 | 100,475 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,534,253 | 100,475 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,516,500 | 101,100 | Shares | Sole | 2026-01-16 | |
| 2025-06-30 | $1,452,664 | 100,600 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,374,896 | 100,725 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,506,375 | 100,425 | Shares | Sole | 2025-02-05 | |
| No 13F history on record for this holder in this stock. | ||||||