Sims Investment Management, LLC

Sims Investment Management, LLC reported 184 holdings worth US$323M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 21, 2026

Sims Investment Management, LLC reported 184 holdings worth US$323M as of Jun 30, 2026. Largest: Uber Technologies, Inc., Tesla, Inc. and Pursuit Attractions And Hospitality, Inc. Filed Jul 21, 2026 (Form 13F).

Holdings
184
Value as reported
US$323M

The filing in full

CompanySharesValue as reported% of portfolio
Uber Technologies, Inc.49,805US$3.59M1.1%
Tesla, Inc.5,668US$2.38M0.74%
Pursuit Attractions And Hospitality, Inc.37,108US$2.08M0.64%
Carnival Corporation Ltd.56,199US$1.61M0.50%
Unitedhealth Group Incorporated2,448US$1.02M0.31%
Meta Platforms, Inc.1,636US$922K0.28%
Six Flags Entertainment Corporation33,000US$703K0.22%
Berkshire Hathaway Inc.1,179US$590K0.18%
American Financial Group, Inc.3,654US$511K0.16%
Apple Inc1,624US$463K0.14%
Microsoft Corp.663US$247K0.08%
Alphabet Inc (google) Class C677US$239K0.07%
Amazon.com, Inc.869US$207K0.06%
General Motors Company2,500US$193K0.06%
Procter & Gamble Company (the)1,306US$192K0.06%
Exxon Mobil Corporation1,176US$161K0.05%
Ge Aerospace399US$149K0.05%
Walt Disney Company (the)911US$88,9350.03%
Nvidia Corporation325US$65,0290.02%
Evergy, Inc.747US$64,5630.02%
State Street Corporation348US$59,0210.02%
Abbvie Inc.231US$58,1290.02%
Comfort Systems Usa, Inc.29US$57,4770.02%
International Business Machines Corporation199US$55,9610.02%
Marathon Petroleum Corporation200US$51,1340.02%
Firstenergy Corp.1,065US$50,6300.02%
Micron Technology, Inc.40US$46,1720.01%
Verizon Communications Inc.987US$41,7900.01%
Caseys General Stores, Inc.51US$40,5340.01%
Humana Inc.100US$39,8870.01%
Boeing Company (the)160US$34,6350.01%
Cme Group Inc.127US$28,045<0.01%
Arch Capital Group Ltd.278US$26,983<0.01%
Ge Vernova Inc.20US$23,497<0.01%
Intel Corporation250US$23,263<0.01%
Biglari Holdings Inc.50US$21,302<0.01%
Advanced Micro Devices Inc50US$20,441<0.01%
Nike, Inc.362US$18,597<0.01%
Cincinnati Financial Corporation100US$18,514<0.01%
Paypal Holdings, Inc.401US$17,328<0.01%
Teradyne, Inc.29US$14,031<0.01%
Textron Inc.150US$13,760<0.01%
Broadcom Inc.40US$13,252<0.01%
Delta Air Lines, Inc.132US$12,363<0.01%
Qualcomm Incorporated66US$12,196<0.01%
Fifth Third Bancorp200US$11,274<0.01%
Ebay Inc.100US$11,175<0.01%
Northrop Grumman Corporation20US$10,186<0.01%
Twilio Inc.48US$9,904<0.01%
Truist Financial Corporation198US$9,864<0.01%
United Parcel Service, Inc.90US$9,675<0.01%
Definium Therapeutics, Inc.199US$9,361<0.01%
Landbridge Company Llc100US$7,924<0.01%
Embraer S.a.100US$6,380<0.01%
Coeur Mining, Inc.368US$6,006<0.01%
Palantir Technologies Inc.51US$5,950<0.01%
Merck & Company, Inc.45US$5,783<0.01%
Netflix, Inc.70US$5,723<0.01%
Coinbase Global, Inc.35US$5,117<0.01%
Norfolk Southern Corporation15US$4,719<0.01%
Penn Entertainment, Inc.200US$4,272<0.01%
Metlife, Inc.45US$3,807<0.01%
Warner Bros. Discovery, Inc. - Series A140US$3,732<0.01%
Hasbro, Inc.43US$3,551<0.01%
Target Corporation27US$3,526<0.01%
Walmart Inc.30US$3,398<0.01%
T. Rowe Price Group, Inc.27US$3,104<0.01%
Conocophillips25US$2,599<0.01%
Cvs Health Corporation25US$2,586<0.01%
Irhythm Holdings, Inc.20US$2,379<0.01%
Rivian Automotive, Inc.134US$2,325<0.01%
Space Exploration Technologies Corp13US$2,221<0.01%
At&t Inc.100US$2,070<0.01%
Compass, Inc.143US$1,763<0.01%
3m Company10US$1,619<0.01%
Ramaco Resources, Inc.114US$1,511<0.01%
Nutrien Ltd.24US$1,481<0.01%
Super Micro Computer, Inc.50US$1,467<0.01%
Robinhood Markets, Inc.13US$1,304<0.01%
Blackstone Inc.11US$1,294<0.01%
Newsmax, Inc.152US$1,259<0.01%
Mgm Resorts International25US$1,195<0.01%
Prudential Financial, Inc.10US$1,079<0.01%
Xti Aerospace, Inc.595US$1,077<0.01%
Howmet Aerospace Inc.5US$1,040<0.01%
Kinder Morgan, Inc.30US$959<0.01%
Gsi Technology, Inc.100US$773<0.01%
Exp World Holdings, Inc.139US$752<0.01%
Applied Materials, Inc.1US$723<0.01%
Kroger Company (the)12US$666<0.01%
Cerus Corporation200US$584<0.01%
Wynn Resorts, Limited5US$485<0.01%
Dick's Sporting Goods Inc2US$454<0.01%
Brookfield Renewable Corporation12US$445<0.01%
Zoom Communications, Inc.5US$432<0.01%
Arlo Technologies, Inc.22US$297<0.01%
Occidental Petroleum Corporation5US$243<0.01%
Ondas Inc24US$198<0.01%
Sysco Corporation2US$167<0.01%
Coca-cola Company (the)2US$163<0.01%

Every holding of Sims Investment Management, LLC

Source

View original at SEC

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