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Dave Reichert

Sims Investment Management, Llc

Assets Managed
$323.432M
Holdings
184
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
18.86%(2Q avg: 7.52%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sims Investment Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 184 positions.

Assets under management

The assets under management (AUM) of Sims Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 323.432M in assets, with a quarterly growth rate of 18.86% and a 2-quarter average growth rate of 7.52%. The portfolio is managed by Dave Reichert, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 1.33%
30.49%
$98.588M
3.35M shares@ $29.43 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Decreased -0.01%
19.38%
$62.666M
1.734M shares@ $36.13 avg price
QYLD
Global X Nasd 100 Cov Call
Recent Activity
Decreased -4.81%
6.23%
$20.144M
1.093M shares@ $18.44 avg price
JHSC
John Hancock Multi Small Cap
Recent Activity
Increased 7.41%
5.64%
$18.222M
375,257 shares@ $48.57 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 2%
5.58%
$18.042M
568,963 shares@ $31.71 avg price
XYLD
Global X S&p 500 Cove Call E
Recent Activity
Increased 2.71%
5.54%
$17.888M
438,538 shares@ $40.8 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 3.32%
4.67%
$15.101M
49,842 shares@ $302.98 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 7.79%
3.4%
$10.997M
455,538 shares@ $24.14 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.17%
2.42%
$7.817M
10,616 shares@ $736.39 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Decreased -3.21%
2.22%
$7.177M
10,942 shares@ $655.91 avg price

1-10 of 184