Sims Investment Management, LLC holds a concentrated book of 184 reported positions worth $323.4M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Carnival Corp Ltd and trimmed Schwab US Small-Cap ETF. Their largest long position is Schwab US Large-Cap ETF at 30% of the reported non-option book. Cloning the disclosed picks since 2025 would be +24% (+14.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Sims Investment Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 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: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
+8 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 Sims Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 11 / 80 | $4.5B |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| Draper Asset Management, LLC | 8 / 80 | $171.3M |
| 9823 Capital, L.P. | 9 / 80 | $128.2M |
| Gordian Advisors LLC | 23 / 80 | $147.1M |
| Kearns & Associates LLC | 12 / 80 | $184.5M |
| H&H International Investment, LLC | 8 / 80 | $16.4B |
| Prosperity Advisers, LLC | 21 / 80 | $115.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Sims Investment Management, LLC: 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 | Schwab Strategic TR US LRG CAP ETF | $98.6M | 3.35M | 30.5% | ▲+1.3% Added · +44K sh | |
| 2 | Schwab Strategic TR US SML CAP ETF | $62.7M | 1.73M | 19.4% | ▼~0% Reduced · −316 sh | |
| 3 | Global X FDS NASDAQ 100 COVER | $20.1M | 1.09M | 6.2% | ▼−4.8% Reduced · −55K sh | |
| 4 | John Hancock Exchange Traded MULTIFACTR SML | $18.2M | 375.3K | 5.6% | ▲+7.4% Added · +26K sh | |
| 5 | Schwab Strategic TR US DIVIDEND EQ | $18.0M | 569.0K | 5.6% | ▲+2.0% Added · +11K sh | |
| 6 | Global X FDS S&P 500 COVERED | $17.9M | 438.5K | 5.5% | ▲+2.7% Added · +12K sh | |
| 7 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $15.1M | 49.8K | 4.7% | ▲+3.3% Added · +2K sh | |
| 8 | Schwab Strategic TR SHT TM US TRES | $11.0M | 455.5K | 3.4% | ▲+7.8% Added · +33K sh | |
| 9 | Invesco QQQ TR UNIT SER 1 | $7.8M | 10.6K | 2.4% | ▼−0.2% Reduced · −19 sh | |
| 10 | Vaneck ETF Trust SEMICONDUCTR ETF | $7.2M | 10.9K | 2.2% | ▼−3.2% Reduced · −364 sh | |
| 11 | Vanguard Index FDS VALUE ETF | $6.9M | 31.8K | 2.1% | ▲+40% Added · +9K sh | |
| 12 | Eaton Vance Tax-Managed Buy- COM | $5.7M | 386.1K | 1.8% | ▼−0.5% Reduced · −2K sh | |
| 13 | Ishares TR 20 YR TR BD ETF | $4.0M | 46.6K | 1.2% | ▲+3.1% Added · +1K sh | |
| 14 | Uber Technologies Inc COM | $3.6M | 49.8K | 1.1% | ▲+3.9% Added · +2K sh | |
| 15 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $3.1M | 39.8K | 1.0% | ▲+18% Added · +6K sh | |
| 16 | Vanguard Index FDS S&P 500 ETF SHS | $2.5M | 3.6K | 0.8% | ▲+0.8% Added · +30 sh | |
| 17 | Tesla Inc COM | $2.4M | 5.7K | 0.7% | ▲+1.4% Added · +78 sh | |
| 18 | Pursuit Attractions And Hosp COM | $2.1M | 37.1K | 0.6% | ▼−0.1% Reduced · −50 sh | |
| 19 | Carnival Corp Ltd COMMON SHARES | $1.6M | 56.2K | 0.5% | ▲New New position | |
| 20 | Eaton Vance Tax Mnged Buy WR COM | $1.6M | 100.5K | 0.5% | —Held | |
| 21 | Unitedhealth Group Inc COM | $1.0M | 2.4K | 0.3% | ▲+8.3% Added · +187 sh | |
| 22 | Nuveen S&P 500 Dynamic Overw COM | $941K | 50.5K | 0.3% | —Held | |
| 23 | Meta Platforms Inc CL A | $922K | 1.6K | 0.3% | ▼−31% Reduced · −718 sh | |
| 24 | Schwab Strategic TR US MID-CAP ETF | $892K | 24.2K | 0.3% | —Held | |
| 25 | Six Flags Entertainment Corp COM | $703K | 33.0K | 0.2% | —Held | |
| 26 | Vanguard World FD INF TECH ETF | $669K | 5.6K | 0.2% | ▲+700% Added · +5K sh | |
| 27 | Vanguard BD Index FDS TOTAL BND MRKT | $664K | 9.0K | 0.2% | ▼−6.3% Reduced · −605 sh | |
| 28 | Berkshire Hathaway Inc Del CL B NEW | $590K | 1.2K | 0.2% | ▲+9.3% Added · +100 sh | |
| 29 | American Financial Group Inc COM | $511K | 3.7K | 0.2% | —Held | |
| 30 | Apple Inc COM | $463K | 1.6K | 0.1% | ▲+26% Added · +336 sh | |
| 31 | Vanguard Index FDS TOTAL STK MKT | $343K | 926 | 0.1% | ▲+4.2% Added · +37 sh | |
| 32 | Royal Caribbean Group COM | $318K | 1.0K | 0.1% | —Held | |
| 33 | Vanguard Index FDS SMALL CP ETF | $300K | 990 | 0.1% | ▼−4.4% Reduced · −46 sh | |
| 34 | Ishares TR SP SMCP600VL ETF | $262K | 1.9K | 0.1% | ▼−4.0% Reduced · −80 sh | |
| 35 | Microsoft Corp COM | $247K | 663 | 0.1% | ▲New New position | |
| 36 | Schwab Strategic TR US BRD MKT ETF | $229K | 7.9K | 0.1% | ▲New New position | |
| 37 | Amazon Com Inc COM | $207K | 869 | 0.1% | ▲New New position | |
| 38 | Ishares TR CORE S&P MCP ETF | $205K | 2.9K | 0.1% | ▲New New position | |
| 39 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $203K | 4.0K | 0.1% | ▲New New position | |
| 40 | Invesco Exchange Traded FD T LARGE CAP VALUE | $201K | 2.7K | 0.1% | ▲New New position | |
| 41 | General MTRS Co COM | $193K | 2.5K | 0.1% | ▲New New position | |
| 42 | Procter & Gamble Co COM | $192K | 1.3K | 0.1% | ▲New New position | |
| 43 | Ishares TR CORE S&P SCP ETF | $183K | 1.3K | 0.1% | ▲New New position | |
| 44 | Exxon Mobil Corp COM | $161K | 1.2K | <0.1% | ▲New New position | |
| 45 | Ge Aerospace COM NEW | $149K | 399 | <0.1% | ▲New New position | |
| 46 | Alphabet Inc CAP STK CL A | $149K | 420 | <0.1% | ▲New New position | |
| 47 | Vanguard BD Index FDS INTERMED TERM | $104K | 1.4K | <0.1% | ▲New New position | |
| 48 | Invesco Actively Managed Exc ULTRA SHRT DUR | $97K | 1.9K | <0.1% | ▲New New position | |
| 49 | Vanguard Star FDS VG TL INTL STK F | $92K | 1.1K | <0.1% | ▲New New position | |
| 50 | Alphabet Inc CAP STK CL C | $91K | 260 | <0.1% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2053807/holdings"
Use Arkolith to show SIMS INVESTMENT MANAGEMENT, LLC'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.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 21d | 184 | $323.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 21d | 35 | $272.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 16d | 43 | $282.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Jan 16, 2026 | 108d | 42 | $276.4M | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 29d | 43 | $248.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 24d | 41 | $223.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 36d | 37 | $176.9M | 13F-HR |
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.