Sims Investment Management, LLC
Annual return '25
+12.3%
SPY '25
+17.7%
Alpha
-5.4ptsvs SPY
Invested
$272.1M
Holdings
40
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHX
SCHWAB STRATEGIC TR
Q3 2025: New position (3.36M shares)
31.1%
02
$SCHA
SCHWAB STRATEGIC TR
Q3 2025: New position (1.86M shares)
18.5%
03
$GOOGL
ALPHABET INC
Q3 2025: New position (2.0k shares)
8.7%
04
$AMZN
AMAZON COM INC
Q3 2025: New position (2.0k shares)
8.4%
05
$MSFT
MICROSOFT CORP
Q3 2025: New position (1.5k shares)
7.6%
06
$QYLD
GLOBAL X FDS
Q3 2025: New position (1.09M shares)
7.2%
07
$SCHD
SCHWAB STRATEGIC TR
Q3 2025: New position (624.8k shares)
6.3%
08
$XYLD
GLOBAL X FDS
Q3 2025: New position (406.6k shares)
6.1%
09
$JHSC
JOHN HANCOCK EXCHANGE TRADED
Q3 2025: New position (309.3k shares)
5.5%
10
$NVDA
NVIDIA CORPORATION
Q3 2025: New position (5.9k shares)
4.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:10 UTC.