Sims Investment Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026.
The filing lists 39 total holdings, with the largest position being the Invesco Exchange Traded Fund Trust Nasdaq 100 ETF. Sims holds 5,080,747 shares of this fund, valued at $50,807,444. The second-largest holding is the Schwab Strategic Trust US Large Cap ETF, where Sims holds 3,378,656 shares valued at $33,786,568.
The portfolio also includes significant positions in several individual technology and consumer companies. Sims holds 2,510,459 shares of the Vanguard S&P 500 ETF Shares, valued at $2,510,459. Other notable individual stock positions include Apple Inc. with 1,541 shares, Carnival Corporation Ltd. with 56,785 shares, and UBER Technologies Inc. with 51,480 shares.
The filing indicates that Sims Investment Management, LLC is based in Cincinnati, Ohio, and lists Dave Reichert as the Chief Compliance Officer. The report was signed on October 13, 2026.
