SIMS INVESTMENT MANAGEMENT, LLC
•CIK: 2053807•Filing: Q4 2025
SIMS INVESTMENT MANAGEMENT, LLC manages $283M across a portfolio of 43 positions. The strategy exhibits a significant allocation to broad market and sector-specific ETFs, notably SCHX at $92.0M and SCHA at $52.2M. Further concentration is evident in income-focused and dividend strategies, with QYLD ($19.6M) and SCHD ($17.0M) representing substantial weights. This structure suggests a tactical tilt toward yield generation within established market indices.
Total AUM
$282.9M
QoQ Performance
+2.4%
Positions
35
Top 10 Concentration
87.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
SCHA
QYLD
SCHD
XYLD
SCHX32.5%
SCHA18.4%
QYLD6.9%
SCHD6.0%
XYLD5.9%
JHSC4.8%
QQQM4.2%
SCHO3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other94.0%
Consumer2.5%
Technology1.8%
ETF0.8%
Healthcare0.3%
Financial0.3%
Communication0.1%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑11 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024