SIMS INVESTMENT MANAGEMENT, LLC

RIA/Wealth

SIMS INVESTMENT MANAGEMENT, LLC is a RIA/Wealth based in Cincinnati, OH led by Cory Kenneth Sims, managing $276.4M across 42 long positions as of Q3 2025 with 90% ETF concentration, 87% concentrated in top 10 holdings, and 32% allocation to SCHX.

Managing PartnerCory Kenneth Sims

Portfolio Value: $276.4M
Positions: 42
Top Holding: SCHX at 32.06%
Last Reported: Q3 2025

Address3322 Erie Ave., Suite 200, Cincinnati, OH, 45208, United States

Top Holdings

Largest long holdings in SIMS INVESTMENT MANAGEMENT, LLC's portfolio (86.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$88.6M	32.06%	+$2.2M Bought	— 3.4M shares	Q4 2024 Held for 11 months
2 Schwab U.S. Small-Cap ETF SCHA	ETF ETF	$51.8M	18.76%	+$551.3K Bought	— 1.9M shares	Q4 2024 Held for 11 months
3 Global X NASDAQ-100 Covered Call ETF QYLD	ETF ETF	$18.6M	6.71%	+$1.0M Bought	— 1.1M shares	Q4 2024 Held for 11 months
4 Schwab US Dividend Equity SCHD	ETF ETF	$17.1M	6.17%	-$32.2K Sold	— 624.8K shares	Q4 2024 Held for 11 months
5 XYLD Global X S&P 500 Covered Call XYLD	ETF ETF	$16.0M	5.78%	+$1.8M Bought	— 406.6K shares	Q4 2024 Held for 11 months
6 John Hancock Multifactor Small Cap ETF JHSC	ETF ETF	$12.9M	4.68%	+$890.4K Bought	— 309.3K shares	Q4 2024 Held for 11 months
7 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$11.6M	4.22%	+$688.7K Bought	— 47.1K shares	Q4 2024 Held for 11 months
8 SCHO Schwab Short-Term U.S. Treasury SCHO	ETF ETF	$9.9M	3.58%	+$1.0M Bought	— 405.9K shares	Q4 2024 Held for 11 months
9 Invesco QQQ Trust QQQ	ETF ETF	$7.7M	2.79%	+$88.9K Bought	— 12.8K shares	Q4 2024 Held for 11 months
10 ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV	Unknown Unknown	$5.6M	2.03%	+$21.1K Bought	— 394.2K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in SIMS INVESTMENT MANAGEMENT, LLC's latest filing

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Market Value

$276.4M

Prior: $248.0M

Q/Q Change

+11.41%

+$28.3M

Net Flows % of MV

+3.9%

Turnover Ratio

2.39%

New Purchases

1 stocks

$3.0M

Added To

18 stocks

+$9.0M

Sold Out Of

1 stocks

$8.0K

Reduced Holdings

20 stocks

-$1.2M

Increased Positions

Position	Shares Δ	Change
1 iShares 20+ Year Treasury Bond TLT	New	0 → 33.3K +$3.0M
2 UnitedHealth Group UNH	+58.05%	1.1K → 1.7K +$217.9K
3 Vanguard Short-Term Corporate Bond VCSH	+16.97%	27.5K → 32.1K +$372.7K
4 XYLD Global X S&P 500 Covered Call XYLD	+12.46%	361.6K → 406.6K +$1.8M
5 SCHO Schwab Short-Term U.S. Treasury SCHO	+11.62%	363.7K → 405.9K +$1.0M

Decreased Positions

Position	Shares Δ	Change
1 Hall of Fame Resort & Entertainment HOFV	Sold	11.2K → 0 −$8.0K
2 Royal Caribbean Group RCL	-34.23%	1.6K → 1.0K −$173.4K
3 Vanguard Small-Cap ETF VB	-32.0%	1.6K → 1.1K −$130.0K
4 Vanguard Total Bond Market BND	-25.32%	13.6K → 10.1K −$255.6K
5 American Financial Group AFG	-15.24%	4.3K → 3.7K −$95.7K