Institutional Fund
Sims Investment Management, LLC
Cincinnati, OHCIK 20538076 filings on record
Portfolio Value
$272.13M
Q1 2026
Holdings
35
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-3.8%
from $282.93M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr31.1%
- Schwab Strategic Tr18.5%
- Global X Fds7.2%
- Schwab Strategic Tr6.3%
- Global X Fds6.1%
- John Hancock Exchange Traded5.5%
- Other25.1%
Portfolio Holdings
35 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 3.31M | $84.77M | 31.1% | −114.3K | Reduced |
| 2 | Schwab Strategic Tr | 1.73M | $50.45M | 18.5% | −96.6K | Reduced |
| 3 | Global X Fds | 1.15M | $19.69M | 7.2% | +37.2K | Added |
| 4 | Schwab Strategic Tr | 557.8K | $17.11M | 6.3% | −61.9K | Reduced |
| 5 | Global X Fds | 427.0K | $16.71M | 6.1% | +14.2K | Added |
| 6 | John Hancock Exchange Traded | 349.4K | $14.99M | 5.5% | +27.4K | Added |
| 7 | Invesco Exch Traded Fd Tr II | 48.2K | $11.46M | 4.2% | +1.1K | Added |
| 8 | Schwab Strategic Tr | 422.6K | $10.26M | 3.8% | +11.8K | Added |
| 9 | Invesco Qqq Tr | 10.6K | $6.14M | 2.3% | −1.6K | Reduced |
| 10 | Eaton Vance Tax-Managed Buy- | 387.9K | $5.30M | 1.9% | −982 | Reduced |
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