DOSSIER · 13F-HR · Q3 2026
SIMS INVESTMENT MANAGEMENT, LLC
$320M in tracked AUM across 39 positions as of Q3 2026.
SI
CIK 0002053807 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
SIMS Investment Management, LLC manages a concentrated portfolio valued at approximately $282.93 million as of the report date December 31, 2025. The portfolio consists of 43 holdings, reflecting a relatively streamlined management approach. Over the quarter, the firm experienced modest growth, with total assets increasing by 2.4% from $276.36 million.
The portfolio is characterized by a heavy reliance on exchange-traded funds (ETFs), which account for approximately 78.4...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.