Sims Investment Management
Sims Investment Management reported 39 stocks worth $320M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are SCHX (31.6%), SCHA (17.7%) and QYLD (6.9%). Compared with Q2 2026, the fund added to SCHX, QYLD and XYLD, trimmed QQQ, SMH and ETV and sold out of IJH, PRF and GM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHX Schwab US Large Cap ETF | $101M | 31.6% | 3.4M | +29K (+1%) | 8 of 8 | |
| 2 |  SCHA Schwab US Small Cap ETF | $56.6M | 17.7% | 1.7M | No change | 8 of 8 | |
| 3 |  QYLD Global X Fund Glb X Nsdq | $22M | 6.9% | 1.2M | +93K (+9%) | 8 of 8 | |
| 4 |  XYLD Global X | $19.1M | 6.0% | 461K | +23K (+5%) | 8 of 8 | |
| 5 |  SCHD Schwab US Dividend Equity ETF | $18.9M | 5.9% | 582K | +13K (+2%) | 8 of 8 | |
| 6 |  JHSC John Hancock Exchange Traded | $17.7M | 5.5% | 390K | +15K (+4%) | 8 of 8 | |
| 7 |  QQQM Invesco Nasdaq | $15.5M | 4.8% | 51K | +965 (+2%) | 8 of 8 | |
| 8 |  SCHO Schwab Short-Term US Treasury ETF | $11.3M | 3.5% | 472K | +16K (+4%) | 8 of 8 | |
| 9 |  QQQ Invesco Qqq TR | $7.8M | 2.5% | 11K | −13 (−0%) | 8 of 8 | |
| 10 |  VTV Vanguard Index Fds | $7.7M | 2.4% | 35K | +3,704 (+12%) | 3 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IJH Ishares TR | $205K | 2,855 |
 PRF Invesco Exchange Traded FD T | $203K | 4,013 |
 GM General Mtrs Co | $193K | 2,500 |
 PG Procter & Gamble Co | $192K | 1,306 |
 IJR Ishares TR | $183K | 1,342 |
🔒 Free account: see all 30.
Reported value
last 8 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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sims Investment Management 13F FAQ
What does Sims Investment Management own?
Sims Investment Management reported 39 stocks worth $320M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are SCHX (31.6%), SCHA (17.7%) and QYLD (6.9%). The table above lists every position in the filing (the top 10 without an account).
What did Sims Investment Management buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 17 added to, 10 trimmed and 145 sold out. It sold all of IJH, PRF and GM.
When will Sims Investment Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Sims Investment Management's portfolio worth?
The Q3 2026 filing reports $320M 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.