SIMS INVESTMENT MANAGEMENT, LLC

Q3 2025 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
David Reichert - Chief Compliance Officer
Location
Cincinnati, OH
Holdings as of
30 Sep 2025
Value $
$276,362,254
Num holdings
42
Filing time
16 Jan 2026, 15:27:23 UTC
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included SCHX, SCHA, QYLD, SCHD, and XYLD.
Previous filing
Q2 2025 - 29 Jul 2025
Next filing
Q4 2025 - 16 Jan 2026
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q3 - Restatement compared to 2025 Q2 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
DAVID REICHERT Chief Compliance Officer Centennial, Colorado 16 Jan 2026

FILING AMENDMENT TO PROPERLY STATE OUR PROXY VOTING AUTHORITY