J.E. Simmons & Co., P.C.
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 154,262
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 68 | 154,262 | 13F-HR | J.E. Simmons & Co., P.C. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 86.64 K | 56.2% | 86.64 K | 0 | 86.64 K |
| ETFs | 62.75 K | 40.7% | 62.75 K | 0 | 62.75 K |
| Debt | 522 | 0.3% | 522 | 0 | 522 |
| Other | 4.352 K | 2.8% | 4.352 K | 0 | 4.352 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
154,262
Holdings
68
QoQ value change ($000)
—
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.