DOSSIER · 13F-HR · Q1 2026

SIMS INVESTMENT MANAGEMENT, LLC

SIMS INVESTMENT's pension fund based in Boston, MA — $272M in tracked AUM across 35 positions as of Q1 2026.

SI

SIMS INVESTMENT·Boston, MA·Pension Fund

CIK 0002053807 · last filed Mar 31, 2026

Total AUM

$272M

▲ 15.4%

vs prior

Holdings

35

—

positions

Whale Score

67

67

tracked

Activity

—

no data

changes this Q

Top sector

Tech

14% weight

concentration

AI Analysis · Q1 2026 · Q1 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...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

SCHWAB STRATEGIC TR

$85M3.3M31.1%

02

SCHWAB STRATEGIC TR

$50M1.7M18.5%

03

GLOBAL X FDS

$20M1.1M7.2%

04

SCHWAB STRATEGIC TR

$17M558K6.3%

05

GLOBAL X FDS

$17M427K6.1%

06

JOHN HANCOCK EXCHANGE TRADED

$15M349K5.5%

07

INVESCO EXCH TRADED FD TR II

$11M48K4.2%

08

SCHWAB STRATEGIC TR

$10M423K3.8%

09

INVESCO QQQ TR

$6M11K2.3%

10

EATON VANCE TAX-MANAGED BUY-

$5M388K1.9%

Filing history

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