Sims Investment Management, LLCETFConcentrated long-term

CIK: 0002053807 | CINCINNATI, OH

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	39	$320.3M	2026-10-13	SEC ↗
Q2 2026	13F-HR	184	$323.4M	2026-07-21	SEC ↗
Q1 2026	13F-HR	35	$272.1M	2026-04-21	SEC ↗
Q4 2025	13F-HR	43	$282.9M	2026-01-16	SEC ↗
Q3 2025Amended	13F-HR/A	42	$276.4M	2025-10-22	SEC ↗
Q2 2025	13F-HR	43	$248.7M	2025-07-29	SEC ↗
Q1 2025	13F-HR	41	$223.7M	2025-04-24	SEC ↗
Q4 2024	13F-HR	37	$176.9M	2025-02-05	SEC ↗