J.E. Simmons & Co., P.C. portfolio
Latest available portfolio: Q2 2026 · Holdings as of · Filed · $177,486,579 in Form 13F holdings
See latest portfolio changesQuarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 72 | $177,486,579 | +$3,596,221 | -$2,969,651 | +$626,570 | IVV, ELMD, SPTL, FNDX, FNDF | 13F-HR | 15 Jul 2026, 12:56 |
| Q1 2026 | 66 | $149,512,303 | +$16,413,828 | -$15,831,736 | +$582,092 | IVV, SPTL, FNDX, FNDF, ELMD | 13F-HR | 21 Apr 2026, 10:47 |
| Q4 2025 | 68 | $154,261,876 | $0 | $0 | $0 | IVV, ELMD, FNDF, FNDX, DYNF | 13F-HR | 13 Feb 2026, 12:10 |
Showing 1-3 of 3 filings.
Manager details and filing context
- Latest 13F filing
- Q2 2026 - 15 Jul 2026
- Latest reported 13F value
- $177,486,579
- Largest 13F holdings
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IVV ELMD SPTL FNDX FNDF DYNF IUSB BAI QQQ VWO CORO QUAL
+8 more
SCHG VEA MINV EMXC BINC SCHF USMV JPM - Form 13F summary
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- J.E. Simmons & Co., P.C. Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- J.E. Simmons & Co., P.C. reported 72 equity holdings with a total reported market value of $177,486,579 for Q2 2026. Top reported holdings included IVV, ELMD, SPTL, FNDX, and FNDF.
- Manager signature
- Kyle Bubeck - Chief Compliance Officer
- Manager location
- Dallas, TX
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
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2 identity fields
Holdings Value