J.E. Simmons & Co., P.C.

J.E. Simmons & Co., P.C. reported 72 holdings worth US$177M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 15, 2026

J.E. Simmons & Co., P.C. reported 72 holdings worth US$177M as of Jun 30, 2026. Largest: Electromed, Inc., Alphabet Inc (google) Class C and Jp Morgan Chase & Co. Filed Jul 15, 2026 (Form 13F).

Holdings
72
Value as reported
US$177M

The filing in full

CompanySharesValue as reported% of portfolio
Electromed, Inc.484KUS$20.5M11.5%
Alphabet Inc (google) Class C3,353US$1.2M0.68%
Jp Morgan Chase & Co.3,594US$1.18M0.66%
Nvidia Corporation5,351US$1.07M0.60%
Berkshire Hathaway Inc.2,119US$1.06M0.60%
Amazon.com, Inc.3,308US$788K0.44%
Eli Lilly And Company627US$752K0.42%
Apple Inc2,441US$706K0.40%
W.w. Grainger, Inc.375US$510K0.29%
Microsoft Corp.1,354US$505K0.28%
Advanced Micro Devices Inc761US$442K0.25%
Johnson & Johnson1,642US$417K0.23%
Cencora, Inc.1,266US$358K0.20%
Microchip Technology Incorporated3,758US$343K0.19%
Glass House Brands Inc26,105US$339K0.19%
Broadcom Inc.898US$339K0.19%
Bank Of America Corporation5,921US$337K0.19%
Amgen Inc.889US$322K0.18%
Merck & Company, Inc.2,503US$322K0.18%
Goldman Sachs Group, Inc. (the)261US$264K0.15%
Meta Platforms, Inc.464US$261K0.15%
Tesla, Inc.606US$255K0.14%
Targa Resources, Inc.928US$249K0.14%
Marsh1,474US$246K0.14%
Micron Technology, Inc.208US$240K0.14%
Netflix, Inc.3,294US$235K0.13%
Abbvie Inc.899US$226K0.13%
Unitedhealth Group Incorporated543US$226K0.13%
Abbott Laboratories2,336US$212K0.12%
Citigroup, Inc.1,435US$201K0.11%
Bed Bath & Beyond, Inc.24,364US$135K0.08%
Kroger Company (the)0US$00.00%

Source

View original at SEC

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