SIMS INVESTMENT MANAGEMENT, LLC
Follow13F filer, CIK 2053807, CINCINNATI, OH
SIMS INVESTMENT MANAGEMENT, LLC reported $320,313,226 across 39 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-13. Its ten largest share positions make up 86.8% of the portfolio.
Accepted , ingested 13F-HR 0002053807-26-000007
- Period
- 2026-09-30
- Reported value
- $320M
- Holdings
- 39
- Top 10 weight
- 86.8%
- New
- 0
- Sold out
- 145
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| QYLDadded | +93,491 | $1.73M |
| XYLDadded | +22,645 | $940K |
| SCHXadded | +28,752 | $863K |
| VTVadded | +3,704 | $800K |
| JHSCadded | +14,764 | $671K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IJHexited | -2,855 | -$205K |
| PRFexited | -4,013 | -$203K |
| GMexited | -2,500 | -$193K |
| PGexited | -1,306 | -$192K |
| IJRexited | -1,342 | -$183K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 39 share positions
Sold out in Q3 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| IJHISHARES TR | 2,855 | $205K | shares |
| PRFINVESCO EXCHANGE TRADED FD T | 4,013 | $203K | shares |
| GMGENERAL MTRS CO | 2,500 | $193K | shares |
| PGPROCTER & GAMBLE CO | 1,306 | $192K | shares |
| IJRISHARES TR | 1,342 | $183K | shares |
| XOMEXXON MOBIL CORP | 1,176 | $161K | shares |
| GEGE AEROSPACE | 399 | $149K | shares |
| GOOGLALPHABET INC | 420 | $149K | shares |
| BIVVANGUARD BD INDEX FDS | 1,355 | $104K | shares |
| GSYINVESCO ACTIVELY MANAGED EXC | 1,944 | $97.5K | shares |
| VXUSVANGUARD STAR FDS | 1,073 | $91.7K | shares |
| GOOGALPHABET INC | 260 | $90.7K | shares |
| DISDISNEY WALT CO | 911 | $88.9K | shares |
| IWBISHARES TR | 183 | $74.9K | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 98 | $73.2K | shares |
| VUGVANGUARD INDEX FDS | 846 | $72.9K | shares |
| NVDANVIDIA CORPORATION | 325 | $65K | shares |
| EVRGEVERGY INC | 747 | $64.6K | shares |
| VOVANGUARD INDEX FDS | 772 | $62.2K | shares |
| STTSTATE STR CORP | 348 | $59K | shares |
| ABBVABBVIE INC | 231 | $58.1K | shares |
| FIXCOMFORT SYS USA INC | 29 | $57.5K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 199 | $56K | shares |
| JETSETF SER SOLUTIONS | 1,679 | $55.8K | shares |
| MPCMARATHON PETE CORP | 200 | $51.1K | shares |
| FEFIRSTENERGY CORP | 1,065 | $50.6K | shares |
| VTVANGUARD INTL EQUITY INDEX F | 298 | $46.8K | shares |
| MUMICRON TECHNOLOGY INC | 40 | $46.2K | shares |
| VZVERIZON COMMUNICATIONS INC | 987 | $41.8K | shares |
| CASYCASEYS GEN STORES INC | 51 | $40.5K | shares |
| VEAVANGUARD TAX-MANAGED FDS | 647 | $40.4K | shares |
| HUMHUMANA INC | 100 | $39.9K | shares |
| QUALISHARES TR | 166 | $36.4K | shares |
| BABOEING CO | 160 | $34.6K | shares |
| JHMLJOHN HANCOCK EXCHANGE TRADED | 365 | $32.6K | shares |
| XBILRBB FD INC | 600 | $30K | shares |
| SCHVSCHWAB STRATEGIC TR | 838 | $29.2K | shares |
| CMECME GROUP INC | 127 | $28K | shares |
| EWXSPDR INDEX SHS FDS | 376 | $27.9K | shares |
| EFVISHARES TR | 364 | $27.9K | shares |
| GRIDFIRST TR EXCHANGE-TRADED FD | 142 | $27.2K | shares |
| ACGLARCH CAP GROUP LTD | 278 | $27K | shares |
| GEVGE VERNOVA INC | 20 | $23.5K | shares |
| INTCINTEL CORP | 250 | $23.3K | shares |
| BHBIGLARI HLDGS INC | 50 | $21.3K | shares |
| AMDADVANCED MICRO DEVICES INC | 50 | $20.4K | shares |
| NKENIKE INC | 362 | $18.6K | shares |
| CINFCINCINNATI FINL CORP | 100 | $18.5K | shares |
| PYPLPAYPAL HLDGS INC | 401 | $17.3K | shares |
| IVWISHARES TR | 108 | $14.9K | shares |
| TERTERADYNE INC | 29 | $14K | shares |
| TXTTEXTRON INC | 150 | $13.8K | shares |
| AVGOBROADCOM INC | 40 | $13.3K | shares |
| SOXXISHARES TR | 20 | $12.8K | shares |
| DALDELTA AIR LINES INC | 132 | $12.4K | shares |
| QCOMQUALCOMM INC | 66 | $12.2K | shares |
| FITBFIFTH THIRD BANCORP | 200 | $11.3K | shares |
| EBAYEBAY INC. | 100 | $11.2K | shares |
| IJKISHARES TR | 95 | $11.2K | shares |
| NOCNORTHROP GRUMMAN CORP | 20 | $10.2K | shares |
| GDLCGRAYSCALE COINDESK CRYPTO | 385 | $10.2K | shares |
| TWLOTWILIO INC | 48 | $9.9K | shares |
| TFCTRUIST FINL CORP | 198 | $9.86K | shares |
| UPSUNITED PARCEL SVCS INC | 90 | $9.68K | shares |
| DFTXDEFINIUM THERAPEUTICS INC | 199 | $9.36K | shares |
| AMLPALPS ETF TR | 160 | $8.3K | shares |
| IVEISHARES TR | 36 | $8.17K | shares |
| LBLANDBRIDGE COMPANY LLC | 100 | $7.92K | shares |
| ITOTISHARES TR | 46 | $7.56K | shares |
| ETNEATON CORP PLC | 15 | $6.39K | shares |
| EMBJEMBRAER S.A. | 100 | $6.38K | shares |
| RYLDGLOBAL X FDS | 383 | $6.12K | shares |
| CDECOEUR MNG INC | 368 | $6.01K | shares |
| PLTRPALANTIR TECHNOLOGIES INC | 51 | $5.95K | shares |
| MRKMERCK & CO INC | 45 | $5.78K | shares |
| NFLXNETFLIX INC. | 70 | $5.72K | shares |
| IGSBISHARES TR | 109 | $5.71K | shares |
| FDVFEDERATED HERMES ETF TRUST | 177 | $5.56K | shares |
| GLTRABRDN PRECIOUS METALS BASKET | 30 | $5.43K | shares |
| BABAALIBABA GROUP HLDG LTD | 55 | $5.28K | shares |
| COINCOINBASE GLOBAL INC | 35 | $5.12K | shares |
| NSCNORFOLK SOUTHN CORP | 15 | $4.72K | shares |
| XSMOINVESCO EXCHANGE TRADED FD T | 47 | $4.4K | shares |
| PENNPENN ENTERTAINMENT INC | 200 | $4.27K | shares |
| IGIBISHARES TR | 72 | $3.83K | shares |
| METMETLIFE INC | 45 | $3.81K | shares |
| WBDWARNER BROS DISCOVERY INC | 140 | $3.73K | shares |
| HASHASBRO INC | 43 | $3.55K | shares |
| TGTTARGET CORP | 27 | $3.53K | shares |
| VYMVANGUARD WHITEHALL FDS | 22 | $3.41K | shares |
| SDVYFIRST TR EXCHANGE TRADED FD | 79 | $3.41K | shares |
| WMTWALMART INC | 30 | $3.4K | shares |
| SCHGSCHWAB STRATEGIC TR | 100 | $3.38K | shares |
| CSTMCONSTELLIUM SE | 100 | $3.19K | shares |
| TROWPRICE T ROWE GROUP INC | 27 | $3.1K | shares |
| DLSWISDOMTREE TR | 35 | $2.93K | shares |
| COPCONOCOPHILLIPS | 25 | $2.6K | shares |
| CVSCVS HEALTH CORP | 25 | $2.59K | shares |
| SPHQINVESCO EXCHANGE TRADED FD T | 27 | $2.43K | shares |
| IRTCIRHYTHM HOLDINGS INC | 20 | $2.38K | shares |
| EFAVISHARES TR | 27 | $2.37K | shares |
| RIVNRIVIAN AUTOMOTIVE INC | 134 | $2.33K | shares |
| TAT&T INC | 100 | $2.07K | shares |
| ORBXGLOBAL X FDS | 37 | $2.01K | shares |
| KOMPSPDR SERIES TRUST | 25 | $1.79K | shares |
| COMPCOMPASS INC | 143 | $1.76K | shares |
| MMM3M CO | 10 | $1.62K | shares |
| NTRNUTRIEN LTD | 24 | $1.48K | shares |
| SMCISUPER MICRO COMPUTER INC | 50 | $1.47K | shares |
| METCRAMACO RES INC | 100 | $1.32K | shares |
| HOODROBINHOOD MKTS INC | 13 | $1.3K | shares |
| BXBLACKSTONE INC | 11 | $1.29K | shares |
| NMAXNEWSMAX INC | 152 | $1.26K | shares |
| MGMMGM RESORTS INTERNATIONAL | 25 | $1.2K | shares |
| PRUPRUDENTIAL FINL INC | 10 | $1.08K | shares |
| XTIAXTI AEROSPACE INC | 595 | $1.08K | shares |
| HWMHOWMET AEROSPACE INC | 5 | $1.04K | shares |
| BLOKAMPLIFY ETF TR | 16 | $1K | shares |
| KMIKINDER MORGAN INC DEL | 30 | $959 | shares |
| GSITGSI TECHNOLOGY INC | 100 | $773 | shares |
| AGNTAGNT INC | 139 | $752 | shares |
| AMATAPPLIED MATLS INC | 1 | $723 | shares |
| KRKROGER CO | 12 | $666 | shares |
| MJAMPLIFY ETF TR | 23 | $592 | shares |
| CERSCERUS CORP | 200 | $584 | shares |
| ARKGARK ETF TR | 13 | $547 | shares |
| WYNNWYNN RESORTS LTD | 5 | $485 | shares |
| SPOTSPOTIFY TECHNOLOGY S A | 1 | $459 | shares |
| DKSDICKS SPORTING GOODS INC | 2 | $454 | shares |
| BEPCBROOKFIELD RENEWABLE CORP | 12 | $445 | shares |
| ZMZOOM COMMUNICATIONS INC | 5 | $432 | shares |
| CARZFIRST TR EXCHANGE-TRADED FD | 3 | $356 | shares |
| ARLOARLO TECHNOLOGIES INC | 22 | $297 | shares |
| OXYOCCIDENTAL PETE CORP | 5 | $243 | shares |
| ONDSONDAS INC | 24 | $198 | shares |
| METCBRAMACO RES INC | 22 | $188 | shares |
| SYYSYSCO CORP | 2 | $167 | shares |
| KOCOCA COLA CO | 2 | $163 | shares |
| ABNBAIRBNB INC | 1 | $143 | shares |
| BRCCBRC INC | 110 | $122 | shares |
| LULULULULEMON ATHLETICA INC | 1 | $114 | shares |
| SBUXSTARBUCKS CORP | 1 | $102 | shares |
| QQQJINVESCO EXCH TRADED FD TR II | 1 | $47 | shares |
| IPAYAMPLIFY ETF TR | 1 | $47 | shares |
| SPCEVIRGIN GALACTIC HOLDINGS INC | 2 | $6 | shares |
How Q3 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002053807-26-000007 | base | 2026-10-13 |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002053807-26-000007 | Quarter ended 2026-09-30 | 2026-10-13 | ||
| 13F-HR 0002053807-26-000005 | Quarter ended 2026-06-30 | 2026-07-21 | acceptance time not in the bulk data set | |
| 13F-HR 0002053807-26-000004 | Quarter ended 2026-03-31 | 2026-04-21 | acceptance time not in the bulk data set | |
| 13F-HR/A 0002053807-26-000002 | Quarter ended 2025-09-30 | 2026-01-16 | acceptance time not in the bulk data set | |
| 13F-HR 0002053807-26-000001 | Quarter ended 2025-12-31 | 2026-01-16 | acceptance time not in the bulk data set | |
| 13F-HR 0002053807-25-000006 | Quarter ended 2025-09-30 | 2025-10-22 | acceptance time not in the bulk data set | |
| 13F-HR 0002053807-25-000004 | Quarter ended 2025-06-30 | 2025-07-29 | acceptance time not in the bulk data set | |
| 13F-HR 0002053807-25-000002 | Quarter ended 2025-03-31 | 2025-04-24 | acceptance time not in the bulk data set | |
| 13F-HR 0002053807-25-000001 | Quarter ended 2024-12-31 | 2025-02-05 | acceptance time not in the bulk data set |