J.E. Simmons & Co., P.C.
J.E. Simmons & Co., P.C. reported 72 stocks worth $177M in its 13F filing for Q2 2026, filed Jul 15, 2026. Its largest holdings are IVV (20.4%), ELMD (11.5%) and SPTL (7.2%). Compared with Q1 2026, the fund opened new positions in AMD, GLAS and IXN, added to IUSB, CORO and USMV, trimmed IVV, ELMD and SPTL and sold out of VCLT and KR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $36.2M | 20.4% | 48K | −783 (−2%) | 3 of 3 | |
| 2 |  ELMD Electromed Inc | $20.5M | 11.5% | 484K | −9,000 (−2%) | 3 of 3 | |
| 3 |  SPTL Spdr Series Trust | $12.8M | 7.2% | 490K | −2,909 (−1%) | 3 of 3 | |
| 4 |  FNDX Schwab Fundamental U.s. Large Company ETF | $12.7M | 7.2% | 409K | −7,361 (−2%) | 3 of 3 | |
| 5 |  FNDF Schwab Fundamental International Equity ETF | $12.3M | 6.9% | 232K | −3,781 (−2%) | 3 of 3 | |
| 6 |  DYNF Blackrock ETF Trust | $10.7M | 6.0% | 157K | −2,016 (−1%) | 3 of 3 | |
| 7 |  IUSB Ishares Core | $7.4M | 4.2% | 161K | +10K (+7%) | 3 of 3 | |
| 8 |  BAI Blackrock ETF Trust | $7.1M | 4.0% | 134K | −2,517 (−2%) | 3 of 3 | |
| 9 |  QQQ Invesco Qqq TR | $6.4M | 3.6% | 8,682 | −20 (−0%) | 3 of 3 | |
| 10 |  VWO Vanguard Intl Equity Index F | $5.8M | 3.3% | 97K | −1,869 (−2%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 15, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →J.E. Simmons & Co., P.C. 13F FAQ
What does J.E. Simmons & Co., P.C. own?
J.E. Simmons & Co., P.C. The table above lists every position in the filing (the top 10 without an account).
What did J.E. Simmons & Co., P.C. buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 20 added to, 31 trimmed and 2 sold out. New positions include AMD, GLAS and IXN. It sold all of VCLT and KR.
When will J.E. Simmons & Co., P.C. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is J.E. Simmons & Co., P.C.'s portfolio worth?
The Q2 2026 filing reports $177M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.