Sims-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AFG",
  "GOOGL",
  null,
  "ETB",
  null,
  null,
  "MSFT",
  null,
  null,
  "UNH",
  "AAPL",
  "NVDA",
  "PG",
  "SCHX",
  "UBER",
  "AAP",
  "RCL",
  "ETV",
  "BXMX",
  "AMZN",
  null,
  null,
  "VGT",
  null,
  "BND",
  "VB",
  "VOO",
  "SCHD",
  null,
  "SCHA",
  "DIA",
  null,
  null,
  "BRK-B",
  "CCL",
  "QQQ",
  "DIS",
  "XOM",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 41
Total Value: 223749059
Accession Number: 0002053807-25-000002
Form Type: 13F-HR
CIK: sims-investment-management
Manager Name: Sims-Investment-Management

Data Enrichment

73% identified

30 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

41 positions • $223.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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808524201

SCHX|808524201

Shares:3.1M

Value:$68.4M

% of Portfolio:30.6% ($68.4M/$223.7M)

808524607

SCHA|808524607

Shares:1.8M

Value:$42.4M

% of Portfolio:19.0% ($42.4M/$223.7M)

808524797

SCHD|808524797

Shares:622.8K

Value:$17.4M

% of Portfolio:7.8% ($17.4M/$223.7M)

37954Y483

Shares:990.4K

Value:$16.5M

% of Portfolio:7.4% ($16.5M/$223.7M)

37954Y475

Shares:347.5K

Value:$13.7M

% of Portfolio:6.1% ($13.7M/$223.7M)

808524862

Shares:387.6K

Value:$9.4M

% of Portfolio:4.2% ($9.4M/$223.7M)

46138G649

Shares:35.2K

Value:$6.8M

% of Portfolio:3.0% ($6.8M/$223.7M)

47804J842

Shares:168.7K

Value:$6.3M

% of Portfolio:2.8% ($6.3M/$223.7M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:12.9K

Value:$6.1M

% of Portfolio:2.7% ($6.1M/$223.7M)

464287879

Shares:56.3K

Value:$5.5M

% of Portfolio:2.5% ($5.5M/$223.7M)

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

ETV|27828Y108

Shares:395.9K

Value:$5.2M

% of Portfolio:2.3% ($5.2M/$223.7M)

Uber Technologies, Inc

UBER|90353T100

Shares:40.9K

Value:$3.0M

% of Portfolio:1.3% ($3.0M/$223.7M)

92206C409

Shares:28.0K

Value:$2.2M

% of Portfolio:1.0% ($2.2M/$223.7M)

92189F676

Shares:9.4K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$223.7M)

922908363

VOO|922908363

Shares:3.8K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$223.7M)

Tesla, Inc.

TSLA|88160R101

Shares:6.0K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$223.7M)

92552R406

Shares:39.0K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$223.7M)

Eaton Vance Tax-Managed Buy-Write Income Fund

ETB|27828X100

Shares:100.7K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$223.7M)

CARNIVAL CORP

CCL|143658300

Shares:59.3K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$223.7M)

921937835

BND|921937835

Shares:12.7K

Value:$934.8K

% of Portfolio:0.4% ($934.8K/$223.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHXcusip808524201)	3.1M	QoQ +43.09% (+932.6K) YoY-	All Managers (Combined)	$68.4M	30.6% ($68.4M/$223.7M)	QoQ +36.30% (+$18.2M) YoY-
(SCHAcusip808524607)	1.8M	QoQ +28.16% (+398.1K) YoY-	All Managers (Combined)	$42.4M	19.0% ($42.4M/$223.7M)	QoQ +16.11% (+$5.9M) YoY-
(SCHDcusip808524797)	622.8K	QoQ +56.92% (+225.9K) YoY-	All Managers (Combined)	$17.4M	7.8% ($17.4M/$223.7M)	QoQ +60.60% (+$6.6M) YoY-
(cusip37954Y483)✕	990.4K	QoQ +31.10% (+235.0K) YoY-	All Managers (Combined)	$16.5M	7.4% ($16.5M/$223.7M)	QoQ +19.66% (+$2.7M) YoY-
(cusip37954Y475)✕	347.5K	QoQ +27.41% (+74.8K) YoY-	All Managers (Combined)	$13.7M	6.1% ($13.7M/$223.7M)	QoQ +20.08% (+$2.3M) YoY-
(cusip808524862)✕	387.6K	QoQ +9.82% (+34.7K) YoY-	All Managers (Combined)	$9.4M	4.2% ($9.4M/$223.7M)	QoQ +11.10% (+$942.9K) YoY-
(cusip46138G649)✕	35.2K	QoQ +67.58% (+14.2K) YoY-	All Managers (Combined)	$6.8M	3.0% ($6.8M/$223.7M)	QoQ +53.70% (+$2.4M) YoY-
(cusip47804J842)✕	168.7K	QoQ +117.50% (+91.2K) YoY-	All Managers (Combined)	$6.3M	2.8% ($6.3M/$223.7M)	QoQ +104.00% (+$3.2M) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	12.9K	QoQ +24.39% (+2.5K) YoY-	All Managers (Combined)	$6.1M	2.7% ($6.1M/$223.7M)	QoQ +14.10% (+$749.9K) YoY-
(cusip464287879)✕	56.3K	QoQ -1.23% (-703) YoY-	All Managers (Combined)	$5.5M	2.5% ($5.5M/$223.7M)	QoQ -11.35% (-$703.2K) YoY-
Eaton Vance Tax-Managed Buy-Write Opportunities Fund(ETVcusip27828Y108)	395.9K	QoQ +0.73% (-2.9K) YoY-	All Managers (Combined)	$5.2M	2.3% ($5.2M/$223.7M)	QoQ -7.65% (-$433.3K) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	40.9K	QoQ +12.07% (+4.4K) YoY-	All Managers (Combined)	$3.0M	1.3% ($3.0M/$223.7M)	QoQ +35.37% (+$778.1K) YoY-
(cusip92206C409)✕	28.0K	QoQ +57.71% (+10.2K) YoY-	All Managers (Combined)	$2.2M	1.0% ($2.2M/$223.7M)	QoQ +59.59% (+$824.9K) YoY-
(cusip92189F676)✕	9.4K	QoQ +22.78% (+1.7K) YoY-	All Managers (Combined)	$2.0M	0.9% ($2.0M/$223.7M)	QoQ +7.22% (+$133.3K) YoY-
(VOOcusip922908363)	3.8K	QoQ +57.24% (+1.4K) YoY-	All Managers (Combined)	$1.9M	0.9% ($1.9M/$223.7M)	QoQ +50.00% (+$649.0K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	6.0K	QoQ +7.42% (-418) YoY-	All Managers (Combined)	$1.6M	0.7% ($1.6M/$223.7M)	QoQ -31.06% (-$706.2K) YoY-
(cusip92552R406)✕	39.0K	QoQ +15.29% (-5.2K) YoY-	All Managers (Combined)	$1.4M	0.6% ($1.4M/$223.7M)	QoQ -4.01% (-$57.8K) YoY-
Eaton Vance Tax-Managed Buy-Write Income Fund(ETBcusip27828X100)	100.7K	QoQ +0.29% (-300) YoY-	All Managers (Combined)	$1.4M	0.6% ($1.4M/$223.7M)	QoQ -8.72% (-$131.5K) YoY-
CARNIVAL CORP(CCLcusip143658300)	59.3K	QoQ +10.89% (-5.8K) YoY-	All Managers (Combined)	$1.2M	0.5% ($1.2M/$223.7M)	QoQ -13.09% (-$174.5K) YoY-
(BNDcusip921937835)	12.7K	QoQ +134.72% (+7.3K) YoY-	All Managers (Combined)	$934.8K	0.4% ($934.8K/$223.7M)	QoQ +139.76% (+$544.9K) YoY-