Fund Holdings — SIMS INVESTMENT MANAGEMENT, LLC

Total Portfolio Value
$272.13M
Total Bought
$8.75M
Total Sold
$17.34M
Net Transaction
-$8.59M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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VANGUARD INDEX FDS022,747+22,74704,4631.64%+4,463
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTR SML
321,946349,386+27,44013,51914,9855.51%+1,467
NUVEEN S&P 500 DYNAMIC OVERW
COM
050,462+50,46208110.30%+811
ISHARES TR40,22545,175+4,9503,5063,9161.44%+410
SCHWAB STRATEGIC TR410,843422,625+11,78210,01210,2573.77%+245
PURSUIT ATTRACTIONS AND HOSP(PRSU)36,89837,158+2601,2431,3610.50%+118
SCHWAB STRATEGIC TR619,658557,808-61,85016,99717,1146.29%+116
SIX FLAGS ENTERTAINMENT CORP(FUN)33,00033,00005065860.22%+80
GLOBAL X FDS
NASDAQ 100 COVER
1,111,1051,148,308+37,20319,63319,6937.24%+60
SCHWAB STRATEGIC TR24,18024,18007277490.28%+22
VANECK ETF TRUST
SEMICONDUCTR ETF
11,99011,306-6844,3184,3351.59%+17
VANGUARD INDEX FDS1,0331,036+32662710.10%+5
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
33,45833,662+2042,6682,6680.98%+1
VANGUARD BD INDEX FDS9,6499,646-37157100.26%-4
ROYAL CARIBBEAN GROUP
COM
1,0101,000-102822750.10%-7
VANGUARD INDEX FDS88988902982850.10%-13
ISHARES TR2,2822,003-2792602380.09%-22
BERKSHIRE HATHAWAY INC DEL1,0891,079-105475170.19%-30
AMERICAN FINANCIAL GROUP INC3,6543,65404994670.17%-33
VANGUARD WORLD FD
INF TECH ETF
706700-65324880.18%-44
GLOBAL X FDS
S&P 500 COVERED
412,816426,982+14,16616,77316,7086.14%-65
DISNEY WALT CO(DIS)3,0112,836-1753432750.10%-68
EATON VANCE TAX MNGED BUY WR(ETB)100,475100,47501,5341,4490.53%-85
VANGUARD INDEX FDS3,5483,54802,2252,1200.78%-105
UNITEDHEALTH GROUP INC(UNH)2,2012,261+607276120.22%-115
GENERAL MTRS CO(GM)2,5000-2,5002030—-203
ELI LILLY & CO(LLY)2010-2012160—-216
CARNIVAL CORP55,82956,299+4701,7051,4570.54%-248
EXXON MOBIL CORP2,2050-2,2052650—-265
UBER TECHNOLOGIES INC(UBER)45,60247,930+2,3283,7263,4481.27%-279
EATON VANCE TAX-MANAGED BUY-(ETV)388,911387,929-9825,5855,3031.95%-282
JPMORGAN CHASE & CO.(JPM)8910-8912870—-287
BROADCOM INC(AVGO)8630-8632990—-299
AMAZON COM INC(AMZN)1,6980-1,6983920—-392
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
47,14948,243+1,09411,92511,4634.21%-462
APPLE INC(AAPL)2,9431,288-1,6558003320.12%-468
META PLATFORMS INC(META)2,8192,354-4651,8611,3470.49%-514
TESLA INC(TSLA)5,8785,590-2882,6432,0780.76%-565
ALPHABET INC(GOOG)1,8820-1,8825890—-589
MICROSOFT CORP(MSFT)1,3840-1,3846690—-669
NUVEEN S&P 500 BUY-WRITE INC60,1000-60,1008830—-883
NVIDIA CORPORATION(NVDA)5,4150-5,4151,0100—-1,010
INVESCO QQQ TR12,26810,635-1,6337,5376,1382.26%-1,398
SCHWAB STRATEGIC TR1,831,3591,734,769-96,59052,15750,44718.54%-1,710
SCHWAB STRATEGIC TR3,420,4323,306,092-114,34092,04484,76831.15%-7,276
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