SIMS INVESTMENT MANAGEMENT, LLC

data from 30/09/2025

Capitalization

$ 276.362 M 11.13 %

Average holding period

3 ans

Performance

$ 21.987 M 7.70 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in SIMS INVESTMENT MANAGEMENT, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SCHX SCHWAB STRATEGIC TR 32.06% 88.591 M $ 3363369 2024/12/31 6.231 M $ 7.77 %
2025/09/30 SCHA SCHWAB STRATEGIC TR 18.76% 51.837 M $ 1857955 2024/12/31 4.779 M $ 10.28 %
2025/09/30 QYLD GLOBAL X FDS 6.71% 18.552 M $ 1090655 2024/12/31 298.409 K $ 1.73 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 6.17% 17.057 M $ 624793 2024/12/31 500.777 K $ 3.02 %
2025/09/30 XYLD GLOBAL X FDS 5.78% 15.964 M $ 406616 2024/12/31 115.698 K $ 0.82 %
2025/09/30 JHSC JOHN HANCOCK EXCHANGE TRADED 4.68% 12.946 M $ 309343 2024/12/31 806.587 K $ 7.17 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 4.22% 11.649 M $ 47139 2024/12/31 887.927 K $ 8.82 %
2025/09/30 SCHO SCHWAB STRATEGIC TR 3.58% 9.905 M $ 405938 2024/12/31 7.273 K $ 0.08 %
2025/09/30 QQQ INVESCO QQQ TR 2.79% 7.709 M $ 12840 2024/12/31 618.481 K $ 8.83 %
2025/09/30 ETV EATON VANCE TAX-MANAGED BUY- 2.03% 5.618 M $ 394221 2024/12/31 149.241 K $ 2.74 %
2025/09/30 UBER UBER TECHNOLOGIES INC 1.57% 4.349 M $ 44389 2024/12/31 208.576 K $ 5.01 %
2025/09/30 SMH VANECK ETF TRUST 1.43% 3.943 M $ 12081 2024/12/31 573.036 K $ 17.03 %
2025/09/30 TLT ISHARES TR 1.08% 2.976 M $ 33301 2025/09/30 0.000 $ 0.00 %
2025/09/30 TSLA TESLA INC 0.96% 2.643 M $ 5944 2024/12/31 768.458 K $ 40.00 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 0.93% 2.570 M $ 32149 2024/12/31 11.818 K $ 0.54 %
2025/09/30 VOO VANGUARD INDEX FDS 0.84% 2.333 M $ 3810 2024/12/31 164.494 K $ 7.81 %
2025/09/30 META META PLATFORMS INC 0.70% 1.942 M $ 2645 2025/06/30 -10.150 K $ -0.50 %
2025/09/30 CCL CARNIVAL CORP 0.60% 1.661 M $ 57462 2024/12/31 46.630 K $ 2.81 %
2025/09/30 ETB EATON VANCE TAX MNGED BUY WR 0.55% 1.517 M $ 101100 2024/12/31 56.336 K $ 3.88 %
2025/09/30 PURSUIT ATTRACTIONS AND HOSP 0.49% 1.361 M $ 37610 2024/12/31 286.458 K $ 25.49 %
2025/09/30 NVDA NVIDIA CORPORATION 0.40% 1.098 M $ 5886 2025/03/31 171.397 K $ 18.10 %
2025/09/30 BXMX NUVEEN S&P 500 BUY-WRITE INC 0.31% 867.844 K $ 60100 2024/12/31 33.655 K $ 4.03 %
2025/09/30 MSFT MICROSOFT CORP 0.29% 797.643 K $ 1540 2025/03/31 30.481 K $ 4.13 %
2025/09/30 AAPL APPLE INC 0.28% 770.736 K $ 3027 2024/12/31 163.069 K $ 24.10 %
2025/09/30 BND VANGUARD BD INDEX FDS 0.27% 753.794 K $ 10136 2024/12/31 10.044 K $ 1.01 %
2025/09/30 SCHM SCHWAB STRATEGIC TR 0.26% 718.039 K $ 24225 2025/03/31 38.994 K $ 5.67 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.21% 593.313 K $ 1718 2024/12/31 36.229 K $ 10.69 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.20% 557.539 K $ 1109 2024/12/31 21.959 K $ 3.49 %
2025/09/30 VGT VANGUARD WORLD FD 0.20% 545.787 K $ 731 2024/12/31 62.095 K $ 12.56 %
2025/09/30 AFG AMERICAN FINL GROUP INC OHIO 0.19% 532.464 K $ 3654 2024/12/31 84.107 K $ 15.46 %
2025/09/30 GOOGL ALPHABET INC 0.17% 477.692 K $ 1965 2025/03/31 131.065 K $ 37.94 %
2025/09/30 AMZN AMAZON COM INC 0.16% 435.434 K $ 1983 2025/03/31 353.000 $ 0.08 %
2025/09/30 AAP ADVANCE AUTO PARTS INC 0.15% 407.556 K $ 6638 2024/12/31 103.460 K $ 32.07 %
2025/09/30 DIS DISNEY WALT CO 0.12% 344.732 K $ 3011 2024/12/31 -29.404 K $ -7.67 %
2025/09/30 RCL ROYAL CARIBBEAN GROUP 0.12% 333.287 K $ 1030 2024/12/31 16.349 K $ 3.33 %
2025/09/30 VTI VANGUARD INDEX FDS 0.12% 325.556 K $ 992 2025/03/31 22.688 K $ 7.98 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.11% 307.544 K $ 975 2025/03/31 24.881 K $ 8.80 %
2025/09/30 AVGO BROADCOM INC 0.11% 303.187 K $ 919 2025/06/30 50.407 K $ 19.68 %
2025/09/30 XOM EXXON MOBIL CORP 0.10% 288.527 K $ 2559 2025/03/31 12.667 K $ 4.59 %
2025/09/30 IJS ISHARES TR 0.10% 280.567 K $ 2537 2024/12/31 31.979 K $ 11.16 %
2025/09/30 VB VANGUARD INDEX FDS 0.10% 276.223 K $ 1086 2024/12/31 27.628 K $ 7.30 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.08% 225.026 K $ 1465 2024/12/31 -8.811 K $ -3.56 %
2025/09/30 HOFV HALL OF FAME RESORT & EN 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 BLACKSTONE REAL ESTATE 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %