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Manager record

Sims Investment Management, Llc

Cincinnati, OH · CIK 2053807 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$320.31MReported 13F valueQ3 2026 · as filed
39Holdings listed
-1.0%vs prior quartervalue change includes market moves
6Quarters on record
Oct 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $248.7M$248.7MQ2 202543 holdingsQ3 2025: $276.4M$276.4MQ3 202542 holdingsQ4 2025: $282.9M$282.9MQ4 202543 holdingsQ1 2026: $272.1M$272.1MQ1 202635 holdingsQ2 2026: $323.4M$323.4MQ2 2026184 holdingsQ3 2026: $320.3M$320.3MQ3 202639 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 13 2026 13F-HR · period Q3 2026

$320.31M · 39 holdings listed · View original SEC filing ↗
Jul 21 2026 13F-HR · period Q2 2026

$323.43M · 184 holdings listed · View original SEC filing ↗
Apr 21 2026 13F-HR · period Q1 2026

$272.13M · 35 holdings listed · View original SEC filing ↗
Jan 16 2026 13F-HR · period Q4 2025

$282.93M · 43 holdings listed · View original SEC filing ↗
Jan 16 2026 13F-HR/A · period Q3 2025

$276.36M · 42 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 22 2025 13F-HR · period Q3 2025

$276.36M · 42 holdings listed · View original SEC filing ↗
Jul 29 2025 13F-HR · period Q2 2025

$248.68M · 43 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 13, 2026 · Change methodology