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Kyle Bubeck

J.e. Simmons & Co., P.c.

Assets Managed
$149.512M
Holdings
66
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-3.07%(2Q avg: -1.53%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in J.e. Simmons & Co., P.c.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 66 positions.

Assets under management

The assets under management (AUM) of J.e. Simmons & Co., P.c. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 149.512M in assets, with a quarterly growth rate of -3.07% and a 2-quarter average growth rate of -1.53%. The portfolio is managed by Kyle Bubeck, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -3.33%
21.47%
$32.089M
49,125 shares@ $653.21 avg price
SPTL
Spdr Port Lng Trm Trsry
Recent Activity
Increased 153.95%
8.67%
$12.956M
492,621 shares@ $26.3 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Decreased -2.21%
7.77%
$11.606M
416,723 shares@ $27.86 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Decreased -8.63%
7.73%
$11.547M
235,980 shares@ $48.93 avg price
ELMD
Electromed Inc
Recent Activity
7.72%
$11.537M
492,822 shares@ $23.41 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 3.1%
6.21%
$9.27M
159,333 shares@ $58.19 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 60.86%
4.65%
$6.947M
150,410 shares@ $46.2 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -18.48%
3.57%
$5.327M
98,565 shares@ $54.06 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.52%
3.36%
$5.023M
8,702 shares@ $577.18 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
Increased 4.01%
3.02%
$4.501M
136,607 shares@ $32.96 avg price

1-10 of 66