Sims Investment Management, LLC

13F filer · CIK 0002053807

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$323MU.S. long equity reported on 13F

Positions122105 new · 0 closed

Net flow last quarter+$2.14MBuys minus sells

Top 10 positions weight10.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 2026122 positions
QQQInvesco QQQ Trust, Series 1	$7.82M	2.42%	Not reported	-0.2%	Q4 2024
SMHMarket Vectors ETF Trust	$7.18M	2.22%	Not reported	-3.2%	Q4 2024
ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund	$5.74M	1.78%	Not reported	-0.5%	Q4 2024
UBERUber Technologies, Inc	$3.59M	1.11%	0.00%	+3.9%	Q4 2024
TSLATesla, Inc.	$2.38M	0.74%	0.00%	+1.4%	Q4 2024
PRSUPursuit Attractions & Hospitality, Inc.	$2.08M	0.64%	0.14%	-0.1%	Q4 2024
CCLCarnival Corp Ltd.	$1.61M	0.50%	0.00%	-0.2%	Q4 2024
ETBEaton Vance Tax-Managed Buy-Write Income Fund	$1.56M	0.48%	Not reported	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$1.02M	0.31%	0.00%	+8.3%	Q4 2024
SPXXNuveen S&P 500 Dynamic Overwrite Fund	$941K	0.29%	Not reported	Not reported	Q1 2026
METAMeta Platforms, Inc.	$922K	0.28%	Not reported	-30.5%	Q2 2025
FUNSix Flags Entertainment Corporation	$703K	0.22%	0.03%	Not reported	Q4 2025
BRK.BBerkshire Hathaway Inc	$590K	0.18%	Not reported	+9.3%	Q4 2024
AFGAmerican Financial Group Inc	$511K	0.16%	0.00%	Not reported	Q4 2024
AAPLApple Inc.	$463K	0.14%	0.00%	+26.1%	Q4 2024
RCLRoyal Caribbean Cruises Ltd	$318K	0.10%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$247K	0.08%	0.00%	Not reported	Q1 2025
AMZNAmazon Com Inc	$207K	0.06%	0.00%	Not reported	Q1 2025
GMGeneral Motors Co	$193K	0.06%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$192K	0.06%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$161K	0.05%	0.00%	Not reported	Q1 2025
GEGeneral Electric Co	$149K	0.05%	0.00%	New	Q2 2026
GOOGLAlphabet Inc.	$149K	0.05%	0.00%	Not reported	Q1 2025
GOOGAlphabet Inc.	$90.7K	0.03%	Not reported	New	Q2 2026
DISWalt Disney Co	$88.9K	0.03%	0.00%	-67.9%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$73.2K	0.02%	Not reported	New	Q2 2026
NVDANvidia Corp	$65K	0.02%	0.00%	Not reported	Q1 2025
EVRGEvergy, Inc.	$64.6K	0.02%	0.00%	New	Q2 2026
STTState Street Corp	$59K	0.02%	0.00%	New	Q2 2026
ABBVAbbVie Inc.	$58.1K	0.02%	0.00%	New	Q2 2026
FIXComfort Systems USA Inc	$57.5K	0.02%	0.00%	New	Q2 2026
IBMInternational Business Machines Corp	$56K	0.02%	0.00%	New	Q2 2026
MPCMarathon Petroleum Corp	$51.1K	0.02%	0.00%	New	Q2 2026
FEFirstenergy Corp	$50.6K	0.02%	0.00%	New	Q2 2026
MUMicron Technology Inc	$46.2K	0.01%	0.00%	New	Q2 2026
VZVerizon Communications Inc	$41.8K	0.01%	0.00%	New	Q2 2026
CASYCaseys General Stores Inc	$40.5K	0.01%	0.00%	New	Q2 2026
HUMHumana Inc	$39.9K	0.01%	0.00%	New	Q2 2026
BABoeing Co	$34.6K	0.01%	0.00%	New	Q2 2026
CMECme Group Inc.	$28K	0.01%	0.00%	New	Q2 2026
ACGLArch Capital Group Ltd.	$27K	0.01%	0.00%	New	Q2 2026
GEVGE Vernova Inc.	$23.5K	0.01%	0.00%	New	Q2 2026
INTCIntel Corp	$23.3K	0.01%	0.00%	New	Q2 2026
BHBiglari Holdings Inc.	$21.3K	0.01%	Not reported	New	Q2 2026
AMDAdvanced Micro Devices Inc	$20.4K	0.01%	0.00%	New	Q2 2026
NKENIKE, Inc.	$18.6K	0.01%	0.00%	New	Q2 2026
CINFCincinnati Financial Corp	$18.5K	0.01%	0.00%	New	Q2 2026
PYPLPayPal Holdings, Inc.	$17.3K	0.01%	0.00%	New	Q2 2026
TERTeradyne, Inc	$14K	0.00%	0.00%	New	Q2 2026
TXTTextron Inc	$13.8K	0.00%	0.00%	New	Q2 2026

Q1 2026Reported Apr 21, 202617 positions
QQQInvesco QQQ Trust, Series 1	$6.14M	2.26%	Not reported	-13.3%	Q4 2024
ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund	$5.3M	1.95%	Not reported	-0.3%	Q4 2024
SMHMarket Vectors ETF Trust	$4.33M	1.59%	Not reported	-5.7%	Q4 2024
UBERUber Technologies, Inc	$3.45M	1.27%	0.00%	+5.1%	Q4 2024
TSLATesla, Inc.	$2.08M	0.76%	0.00%	-4.9%	Q4 2024
CCLCarnival Corp Ltd.	$1.46M	0.54%	0.00%	+0.8%	Q4 2024
ETBEaton Vance Tax-Managed Buy-Write Income Fund	$1.45M	0.53%	Not reported	Not reported	Q4 2024
PRSUPursuit Attractions & Hospitality, Inc.	$1.36M	0.50%	0.14%	+0.7%	Q4 2024
METAMeta Platforms, Inc.	$1.35M	0.49%	Not reported	-16.5%	Q2 2025
SPXXNuveen S&P 500 Dynamic Overwrite Fund	$811K	0.30%	Not reported	New	Q1 2026
UNHUnitedhealth Group Inc	$612K	0.22%	0.00%	+2.7%	Q4 2024
FUNSix Flags Entertainment Corporation	$586K	0.22%	0.03%	Not reported	Q4 2025
BRK.BBerkshire Hathaway Inc	$517K	0.19%	Not reported	-0.9%	Q4 2024
AFGAmerican Financial Group Inc	$467K	0.17%	0.00%	Not reported	Q4 2024
AAPLApple Inc.	$332K	0.12%	0.00%	-56.2%	Q4 2024
RCLRoyal Caribbean Cruises Ltd	$275K	0.10%	0.00%	-1.0%	Q4 2024
DISWalt Disney Co	$275K	0.10%	0.00%	-5.8%	Q4 2024
Q4 2025Reported Jan 16, 202626 positions
QQQInvesco QQQ Trust, Series 1	$7.54M	2.66%	Not reported	-4.5%	Q4 2024
ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund	$5.58M	1.97%	Not reported	-1.4%	Q4 2024
SMHMarket Vectors ETF Trust	$4.32M	1.53%	Not reported	-0.8%	Q4 2024
UBERUber Technologies, Inc	$3.73M	1.32%	0.00%	+2.7%	Q4 2024
TSLATesla, Inc.	$2.64M	0.93%	0.00%	-1.1%	Q4 2024
METAMeta Platforms, Inc.	$1.86M	0.66%	Not reported	+6.6%	Q2 2025
CCLCarnival Corp Ltd.	$1.71M	0.60%	0.00%	-2.8%	Q4 2024
ETBEaton Vance Tax-Managed Buy-Write Income Fund	$1.53M	0.54%	Not reported	-0.6%	Q4 2024
PRSUPursuit Attractions & Hospitality, Inc.	$1.24M	0.44%	0.13%	-1.9%	Q4 2024
NVDANvidia Corp	$1.01M	0.36%	0.00%	-8.0%	Q1 2025
BXMXNuveen S&P 500 BuyWrite Income Fund	$883K	0.31%	Not reported	Not reported	Q4 2024
AAPLApple Inc.	$800K	0.28%	0.00%	-2.8%	Q4 2024
UNHUnitedhealth Group Inc	$727K	0.26%	0.00%	+28.1%	Q4 2024
MSFTMicrosoft Corp	$669K	0.24%	0.00%	-10.1%	Q1 2025
GOOGLAlphabet Inc.	$589K	0.21%	0.00%	-4.2%	Q1 2025
BRK.BBerkshire Hathaway Inc	$547K	0.19%	Not reported	-1.8%	Q4 2024
FUNSix Flags Entertainment Corporation	$506K	0.18%	0.03%	New	Q4 2025
AFGAmerican Financial Group Inc	$499K	0.18%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$392K	0.14%	0.00%	-14.4%	Q1 2025
DISWalt Disney Co	$343K	0.12%	0.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$299K	0.11%	0.00%	-6.1%	Q2 2025
JPMJPMorgan Chase & Co	$287K	0.10%	0.00%	-8.6%	Q1 2025
RCLRoyal Caribbean Cruises Ltd	$282K	0.10%	0.00%	-1.9%	Q4 2024
XOMExxonMobil Holdings Corp	$265K	0.09%	0.00%	-13.8%	Q1 2025
LLYELI LILLY & Co	$216K	0.08%	0.00%	New	Q4 2025
GMGeneral Motors Co	$203K	0.07%	0.00%	Not reported	Q4 2024
Q3 2025Reported Jan 16, 202625 positions
QQQInvesco QQQ Trust, Series 1	$7.71M	2.79%	Not reported	+1.2%	Q4 2024
ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund	$5.62M	2.03%	Not reported	+0.4%	Q4 2024
UBERUber Technologies, Inc	$4.35M	1.57%	0.00%	-0.6%	Q4 2024
SMHMarket Vectors ETF Trust	$3.94M	1.43%	Not reported	+0.1%	Q4 2024
TSLATesla, Inc.	$2.64M	0.96%	0.00%	-1.7%	Q4 2024
METAMeta Platforms, Inc.	$1.94M	0.70%	Not reported	-3.3%	Q2 2025
CCLCarnival Corp Ltd.	$1.66M	0.60%	0.00%	-2.7%	Q4 2024
ETBEaton Vance Tax-Managed Buy-Write Income Fund	$1.52M	0.55%	Not reported	+0.5%	Q4 2024
PRSUPursuit Attractions & Hospitality, Inc.	$1.36M	0.49%	0.13%	-3.5%	Q4 2024
NVDANvidia Corp	$1.1M	0.40%	0.00%	-1.8%	Q1 2025
BXMXNuveen S&P 500 BuyWrite Income Fund	$868K	0.31%	Not reported	Not reported	Q4 2024
MSFTMicrosoft Corp	$798K	0.29%	0.00%	+3.8%	Q1 2025
AAPLApple Inc.	$771K	0.28%	0.00%	-8.2%	Q4 2024
UNHUnitedhealth Group Inc	$593K	0.21%	0.00%	+58.1%	Q4 2024
BRK.BBerkshire Hathaway Inc	$558K	0.20%	Not reported	-14.3%	Q4 2024
AFGAmerican Financial Group Inc	$532K	0.19%	0.00%	-15.2%	Q4 2024
GOOGLAlphabet Inc.	$478K	0.17%	0.00%	+0.3%	Q1 2025
AMZNAmazon Com Inc	$435K	0.16%	0.00%	+1.1%	Q1 2025
AAPAdvance Auto Parts Inc	$408K	0.15%	0.01%	-4.3%	Q4 2024
DISWalt Disney Co	$345K	0.12%	0.00%	-2.6%	Q4 2024
RCLRoyal Caribbean Cruises Ltd	$333K	0.12%	0.00%	-34.2%	Q4 2024
JPMJPMorgan Chase & Co	$308K	0.11%	0.00%	Not reported	Q1 2025
AVGOBroadcom Inc.	$303K	0.11%	0.00%	-1.1%	Q2 2025
XOMExxonMobil Holdings Corp	$289K	0.10%	0.00%	Not reported	Q1 2025
PGPROCTER & GAMBLE Co	$225K	0.08%	0.00%	-5.7%	Q4 2024

Premium opens every quarter this fund has filed