SIMS INVESTMENT MANAGEMENT, LLC

Q4 2025 13F-HR Holdings

Location
Cincinnati, OH
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$282,927
Net value change ($000)
+6,565 (2.4%)
New positions
3
Sold out positions
2
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHX 3,453 3.9%
QYLD 1,081 5.8%
XYLD 809 5.1%
JHSC 573 4.4%
TLT 530 17.8%
FUN 506 NEW
SMH 375 9.5%
SCHA 320 0.6%
QQQM 276 2.4%
LLY 216 NEW
Top Reduces (Value $000, Stocks/ETFs)
UBER -623 -14.3%
AAP -408 -100.0%
PG -225 -100.0%
QQQ -172 -2.2%
MSFT -129 -16.2%
PRSU -118 -8.7%
VOO -108 -4.6%
NVDA -88 -8.0%
META -81 -4.2%
SCHD -60 -0.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type