Sims Investment Management, LLC holds a concentrated book of 184 stocks worth $323.4M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter 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 equity book. Cloning the disclosed picks since 2025 would be +20% (+13.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Growth of $10,000 cloning Sims Investment Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Sims Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $491.4B |
| JPMORGAN CHASE & CO | 79 / 80 | $456.9B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $130.2B |
| UBS Group AG | 79 / 80 | $128.8B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $90.1B |
| LPL Financial LLC | 79 / 80 | $82.3B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $17.4B |
| Advisory Services Network, LLC | 79 / 80 | $1.8B |
Ranked by how many of Sims Investment Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 | 0.0% | ▲New New position | |
| 45 | Ge Aerospace COM NEW | $149K | 399 | 0.0% | ▲New New position | |
| 46 | Alphabet Inc CAP STK CL A | $149K | 420 | 0.0% | ▲New New position | |
| 47 | Vanguard BD Index FDS INTERMED TERM | $104K | 1.4K | 0.0% | ▲New New position | |
| 48 | Invesco Actively Managed Exc ULTRA SHRT DUR | $97K | 1.9K | 0.0% | ▲New New position | |
| 49 | Vanguard Star FDS VG TL INTL STK F | $92K | 1.1K | 0.0% | ▲New New position | |
| 50 | Alphabet Inc CAP STK CL C | $91K | 260 | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 184 | $323.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 35 | $272.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 43 | $282.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Jan 16, 2026 | 42 | $276.4M | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 43 | $248.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 41 | $223.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 37 | $176.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.