SIMS INVESTMENT MANAGEMENT, LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 320,313
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 39 | 320,313 | 13F-HR | SIMS INVESTMENT MANAGEMENT, LLC |
| Q2 2026 | 7/21/2026 | 184 | 323,432 | 13F-HR | SIMS INVESTMENT MANAGEMENT, LLC |
| Q1 2026 | 4/21/2026 | 35 | 272,135 | 13F-HR | SIMS INVESTMENT MANAGEMENT, LLC |
| Q4 2025 | 1/16/2026 | 43 | 282,927 | 13F-HR | SIMS INVESTMENT MANAGEMENT, LLC |
| Q3 2025 | 1/16/2026 | 42 | 276,362 | 13F-HR/A - RESTATEMENT | SIMS INVESTMENT MANAGEMENT, LLC |
| Q3 2025 | 10/22/2025 | 42 | 276,362 | 13F-HR | SIMS INVESTMENT MANAGEMENT, LLC |
| Q2 2025 | 7/29/2025 | 43 | 248,676 | 13F-HR | SIMS INVESTMENT MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.2 K | 6.9% | 0 | 2.898 K | -2.898 K |
| ETFs | 298.1 K | 93.1% | 0 | 208 | -208 |
| Other | 0 | 0.0% | 0 | 10 | -10 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
320,313
Holdings
39
QoQ value change ($000)
-3,119
(-1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.