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

41 positions • $223.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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JPMORGAN CHASE & CO

Shares:983

Value:$241.1K

% of Portfolio:0.1% ($241.1K/$223.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	983	QoQ NEW(+983) YoY-	All Managers (Combined)	$241.1K	0.1% ($241.1K/$223.7M)	QoQ NEW(+$241.1K) YoY-