J.E. Simmons & Co., P.C. holds a focused book of 72 reported positions worth $177.5M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 20% of the reported non-option book. Cloning the disclosed picks since 2026 would be +11% (+19.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.3 points over this window.
Growth of $10,000 cloning J.E. Simmons & Co., P.C.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~15 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
20% mapped to company sectors
+4 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as J.E. Simmons & Co., P.C.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 72 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 9 / 72 | $4.5B |
| Prospect Hill Management, LLC | 9 / 72 | $245.5M |
| Swiss Re Ltd | 28 / 72 | $1.0B |
| Avalon Advisory Group | 10 / 72 | $246.5M |
| Hoffman, Alan N Investment Management | 8 / 72 | $154.1M |
| Constellation Investments, Inc. | 9 / 72 | $2.8B |
| Draper Asset Management, LLC | 9 / 72 | $171.5M |
Ranked by the share of each fund's own book sitting in the names it shares with J.E. Simmons & Co., P.C.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $36.2M | 48.3K | 20.4% | ▼−1.6% Reduced · −783 sh | |
| 2 | Electromed Inc COM | $20.5M | 483.8K | 11.5% | ▼−1.8% Reduced · −9K sh | |
| 3 | SPDR Series Trust ST LON TREAS ETF | $12.8M | 489.7K | 7.2% | ▼−0.6% Reduced · −3K sh | |
| 4 | Schwab Strategic TR FUNDAMENTAL US L | $12.7M | 409.4K | 7.2% | ▼−1.8% Reduced · −7K sh | |
| 5 | Schwab Strategic TR FUNDAMENTAL INTL | $12.3M | 232.2K | 6.9% | ▼−1.6% Reduced · −4K sh | |
| 6 | BlackRock ETF Trust ISHARES US EQUIT | $10.7M | 157.3K | 6.0% | ▼−1.3% Reduced · −2K sh | |
| 7 | Ishares TR CORE UNIVRSL USD | $7.4M | 160.9K | 4.2% | ▲+7.0% Added · +10K sh | |
| 8 | BlackRock ETF Trust ISHA I IN TE ETF | $7.1M | 134.1K | 4.0% | ▼−1.8% Reduced · −3K sh | |
| 9 | Invesco QQQ TR UNIT SER 1 | $6.4M | 8.7K | 3.6% | ▼−0.2% Reduced · −20 sh | |
| 10 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $5.8M | 96.7K | 3.3% | ▼−1.9% Reduced · −2K sh | |
| 11 | BlackRock ETF Trust ISHA IN CTRY ETF | $4.9M | 132.7K | 2.7% | ▲+8.0% Added · +10K sh | |
| 12 | Ishares TR MSCI USA QLT FCT | $4.2M | 19.1K | 2.4% | ▼−0.6% Reduced · −111 sh | |
| 13 | Schwab Strategic TR US LCAP GR ETF | $2.7M | 81.1K | 1.5% | ▼−1.6% Reduced · −1K sh | |
| 14 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.1M | 29.0K | 1.2% | ▼−1.1% Reduced · −325 sh | |
| 15 | Matthews Asia FDS ASIA INNOV ACTIV | $2.0M | 34.6K | 1.1% | ▼−2.3% Reduced · −822 sh | |
| 16 | Ishares Inc MSCI EMRG CHN | $1.5M | 14.5K | 0.8% | —Held | |
| 17 | BlackRock ETF Trust II ISHA FLEX IN ETF | $1.3M | 24.6K | 0.7% | ▼−3.5% Reduced · −893 sh | |
| 18 | Schwab Strategic TR INTL EQTY ETF | $1.2M | 44.4K | 0.7% | —Held | |
| 19 | Ishares TR MSCI USA MIN ETF | $1.2M | 12.3K | 0.7% | ▲+3.4% Added · +406 sh | |
| 20 | JPMorgan Chase & Co COM | $1.2M | 3.6K | 0.7% | —Held | |
| 21 | Nvidia Corporation COM | $1.1M | 5.4K | 0.6% | ▲+2.6% Added · +134 sh | |
| 22 | Berkshire Hathaway Inc Del CL B NEW | $1.1M | 2.1K | 0.6% | ▼−0.2% Reduced · −4 sh | |
| 23 | Ishares TR US TREAS BD ETF | $805K | 35.3K | 0.5% | ▲+4.6% Added · +2K sh | |
| 24 | Amazon Com Inc COM | $788K | 3.3K | 0.4% | ▼−2.4% Reduced · −83 sh | |
| 25 | Ishares TR CORE MSCI TOTAL | $759K | 8.0K | 0.4% | ▲+7.9% Added · +585 sh | |
| 26 | Eli Lilly & Co COM | $752K | 627 | 0.4% | ▲+2.6% Added · +16 sh | |
| 27 | Schwab Strategic TR FUNDAMENTAL INTL | $752K | 15.5K | 0.4% | ▼−1.7% Reduced · −263 sh | |
| 28 | Ishares TR CORE MSCI EAFE | $734K | 7.6K | 0.4% | ▲+2.6% Added · +194 sh | |
| 29 | Alphabet Inc CAP STK CL C | $724K | 2.0K | 0.4% | ▲+1.3% Added · +26 sh | |
| 30 | Direxion Shares ETF Trust DAILY FINANCIAL | $706K | 4.8K | 0.4% | —Held | |
| 31 | Apple Inc COM | $706K | 2.4K | 0.4% | ▼−0.6% Reduced · −14 sh | |
| 32 | Ishares TR CORE US AGGBD ET | $660K | 6.7K | 0.4% | —Held | |
| 33 | Ishares Inc CORE MSCI EMKT | $599K | 7.2K | 0.3% | ▲+1.9% Added · +133 sh | |
| 34 | Vanguard Index FDS TOTAL STK MKT | $573K | 1.5K | 0.3% | —Held | |
| 35 | Proshares TR PSHS ULT SEMICDT | $555K | 5.3K | 0.3% | —Held | |
| 36 | Ishares TR 7-10 YR TRSY BD | $530K | 5.6K | 0.3% | ▲+33% Added · +1K sh | |
| 37 | Matthews Asia FDS CHINA ACTIVE ETF | $517K | 17.9K | 0.3% | ▼−6.9% Reduced · −1K sh | |
| 38 | WW Grainger Inc COM | $510K | 375 | 0.3% | ▼−1.8% Reduced · −7 sh | |
| 39 | Microsoft Corp COM | $505K | 1.4K | 0.3% | ▼−0.8% Reduced · −11 sh | |
| 40 | Alphabet Inc CAP STK CL A | $474K | 1.3K | 0.3% | ▲+3.2% Added · +41 sh | |
| 41 | Advanced Micro Devices Inc COM | $442K | 761 | 0.2% | ▲New New position | |
| 42 | Vanguard Index FDS S&P 500 ETF SHS | $440K | 640 | 0.2% | ▲+25% Added · +128 sh | |
| 43 | Ishares TR SYSTEMATIC BD ET | $427K | 4.8K | 0.2% | ▲+25% Added · +961 sh | |
| 44 | Johnson & Johnson COM | $417K | 1.6K | 0.2% | ▲+0.2% Added · +4 sh | |
| 45 | Schwab Strategic TR INT-TRM U.S TRES | $393K | 15.9K | 0.2% | —Held | |
| 46 | Graniteshares Gold TR SHS BEN INT | $374K | 9.5K | 0.2% | ▲+4.4% Added · +400 sh | |
| 47 | Schwab Strategic TR US DIVIDEND EQ | $372K | 11.7K | 0.2% | —Held | |
| 48 | Cencora Inc COM | $358K | 1.3K | 0.2% | ▼−2.8% Reduced · −36 sh | |
| 49 | State STR SPDR S&P 500 ETF T TR UNIT | $346K | 463 | 0.2% | ▼−1.7% Reduced · −8 sh | |
| 50 | Microchip Technology Inc. COM | $343K | 3.8K | 0.2% | ▼−4.3% Reduced · −170 sh |
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Use Arkolith to show J.E. Simmons & Co., P.C.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.