13F Filings History of SIMS INVESTMENT MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$282,926,559
Signature - Title
David Reichert - Chief Compliance Officer
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by SIMS INVESTMENT MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SIMS INVESTMENT MANAGEMENT, LLC reported 43 stock holdings with total value $282,926,559 as of Q4 2025. Top holdings included SCHX, SCHA, QYLD, SCHD, and XYLD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 43 $282,926,559 +$4,806,924 -$2,784,732 +$2,022,192 SCHX, SCHA, QYLD, SCHD, XYLD 13F-HR 16 Jan 2026, 15:07
Q3 2025 42 $276,362,254 +$11,992,202 -$1,841,698 +$10,150,504 SCHX, SCHA, QYLD, SCHD, XYLD Restatement 16 Jan 2026, 15:27
Q2 2025 43 $248,676,059 +$17,285,815 -$8,114,031 +$9,171,784 SCHX, SCHA, QYLD, SCHD, XYLD 13F-HR 29 Jul 2025, 16:25
Q1 2025 41 $223,749,059 +$58,700,152 -$519,886 +$58,180,266 SCHX, SCHA, SCHD, QYLD, XYLD 13F-HR 24 Apr 2025, 12:32
Q4 2024 37 $176,872,964 $0 $0 $0 SCHX, SCHA, QYLD, XYLD, SCHD 13F-HR 05 Feb 2025, 13:54