Sims Investment Management, LLC
CIK Number: 0002053807
Main Sectors:
Top Industries:
Filing Date: Jul 29, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab U.S. Lar... | 26.50 | +0.21% | 3.28M | +5.90% | 80.15M | 22.94 | 32.23% | Share |
| 2 | SCHA | Schwab U.S. Sma... | 28.09 | +0.52% | 1.84M | +1.46% | 46.51M | 25.33 | 18.70% | Share |
| 3 | QYLD | Global X NASDAQ... | 17.07 | +0.12% | 1.03M | +3.89% | 17.2M | 17.8 | 6.92% | Share |
| 4 | SCHD | Schwab U.S. Div... | 27.34 | -0.67% | 625.97K | +0.51% | 16.59M | 27.55 | 6.67% | Share |
| 5 | XYLD | Global X S&P 50... | 39.35 | +0.03% | 361.56K | +4.06% | 14.08M | 41.29 | 5.66% | Share |
| 6 | JHSC | John Hancock Mu... | 41.99 | +0.31% | 288.07K | +70.74% | 11.25M | 38.67 | 4.52% | Share |
| 7 | QQQM | Invesco NASDAQ ... | 249.33 | +0.40% | 44.35K | +25.92% | 10.07M | 208.29 | 4.05% | Share |
| 8 | SCHO | Schwab Short-Te... | 24.36 | -0.02% | 363.67K | -6.16% | 8.87M | 24.09 | 3.57% | Share |
| 9 | QQQ | Invesco QQQ Tru... | 605.72 | +0.41% | 12.69K | -1.92% | 7M | 502.93 | 2.82% | Share |
| 10 | UBER | Uber Technologi... | 96.58 | -0.03% | 44.66K | +9.30% | 4.17M | 64.36 | 1.68% | Share |
| 11 | SMH | VanEck Semicond... | 338.24 | +1.36% | 12.07K | +28.94% | 3.37M | 245.99 | 1.35% | Share |
| 12 | VCSH | Vanguard Short-... | 79.80 | +0.01% | 27.49K | -1.77% | 2.19M | 78.35 | 0.88% | Share |
| 13 | VOO | Vanguard S&P 50... | 615.21 | +0.10% | 3.71K | -2.09% | 2.11M | 529.74 | 0.85% | Share |
| 14 | META | Meta Platforms,... | 727.05 | +1.35% | 2.74K | +100.00% | 2.02M | 738.09 | 0.81% | Share |
| 15 | TSLA | Tesla, Inc. | 435.97 | -5.11% | 6.05K | 0.00% | 1.92M | 393.84 | 0.77% | Share |
| 16 | CCL | Carnival Corpor... | 28.85 | +1.73% | 59.03K | -0.5% | 1.66M | 24.39 | 0.67% | Share |
| 17 | BND | Vanguard Total ... | 74.40 | +0.11% | 13.57K | +6.65% | 999.36K | 72.85 | 0.40% | Share |
| 18 | NVDA | NVIDIA Corporat... | 188.89 | +0.88% | 6K | -0.48% | 947.15K | 108.38 | 0.38% | Share |
| 19 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 1.48K | -1.33% | 738.16K | 375.39 | 0.30% | Share |
| 20 | SCHM | Schwab U.S. Mid... | 29.93 | +0.52% | 24.52K | 0.00% | 687.94K | 26.2 | 0.28% | Share |
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