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Disclosery

13F-HR filed by SIMS INVESTMENT MANAGEMENT, LLC

SIMS INVESTMENT MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-16, with 43 holding rows worth $282,926,559.

Accession
0002053807-26-000001
Filer
CIK 2053807
Filed
2026-01-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 43 entries on the cover page, a total value of $282,926,559 stated on the cover page (in dollars after the unit check, H1), rows summing to $282,926,559 with VALUE read as dollars as filed, 13F file number 028-24768. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Schwab U.S. Large-Cap ETF808524201SHS3,420,432$92,043,826dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS1,831,359$52,157,102dollars as filed
GLOBAL X FDS37954Y483NASDAQ 100 COVER1,111,105$19,633,233dollars as filed
SCHD808524797COM619,658$16,997,215dollars as filed
GLOBAL X FDS37954Y475S&P 500 COVERED412,816$16,772,694dollars as filed
JOHN HANCOCK EXCHANGE TRADED47804J842MULTIFACTR SML321,946$13,518,511dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM47,149$11,925,050dollars as filed
Schwab Short Term US Treasury ETF808524862SHS410,843$10,012,234dollars as filed
INVESCO QQQ TR46090E103COM12,268$7,536,621dollars as filed
EATON VANCE TAX-MANAGED BUY-27828Y108COM388,911$5,584,762dollars as filed
VANECK ETF TRUST92189F676COM11,990$4,318,084dollars as filed
Uber Technologies90353T100COM45,602$3,726,139dollars as filed
ISHARES TR46428743220 YR TR BD ETF40,225$3,506,043dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM33,458$2,667,643dollars as filed
Tesla Motors, Inc88160R101COM5,878$2,643,486dollars as filed
Vanguard S&P 500 ETF922908363COM3,548$2,224,898dollars as filed
META PLATFORMS INC CL A30303M102COM2,819$1,860,794dollars as filed
CARNIVAL CORP COMMON STOCK143658300Stock55,829$1,705,018dollars as filed
EATON VANCE TAX-MANAGED BUY-WR27828X100COM100,475$1,534,253dollars as filed
PURSUIT ATTRACTIONS AND HOSP92552R406COM36,898$1,242,725dollars as filed
NVIDIA Corp67066G104COM5,415$1,009,898dollars as filed
NUVEEN S&P 500 BUY-WRITE INCOM COM6706ER101CEF60,100$883,470dollars as filed
Apple Inc037833100COM2,943$800,076dollars as filed
Schwab US Mid-Cap ETF808524508SHS24,180$727,093dollars as filed
UnitedHealth Group Inc91324P102COM2,201$726,680dollars as filed
Vanguard Total Bond Market ETF921937835SHS9,649$714,713dollars as filed
Microsoft Corp594918104COM1,384$669,330dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,882$589,066dollars as filed
Berkshire Hathaway Inc084670702COM1,089$547,386dollars as filed
VGT92204A702SHS706$532,169dollars as filed
SIX FLAGS ENTERTAINMENT CORP COM83001C108Stock33,000$506,220dollars as filed
AMERICAN FINANCIAL GROUP INC COM025932104Stock3,654$499,431dollars as filed
Amazon.com, Inc023135106COM1,698$391,960dollars as filed
Walt Disney Co254687106COM3,011$342,534dollars as filed
Broadcom Inc.11135F101COM863$298,684dollars as filed
VTI922908769COM889$298,070dollars as filed
JPMorgan Chase & Co46625H100COM891$287,098dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock1,010$281,709dollars as filed
Vanguard Small-Cap ETF922908751SHS1,033$266,471dollars as filed
EXXON MOBIL CORP30231G102COM2,205$265,350dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS2,282$259,509dollars as filed
Eli Lilly and Company532457108COM201$216,011dollars as filed
GENERAL MTRS CO COM37045V100Stock2,500$203,300dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002053807-26-000001this filing2026-01-16acceptance time not in the bulk data set