SEC Form 13F · Q2 2026

SIMS INVESTMENT MANAGEMENT, LLC

Institutional Holdings Report

13F-HROH
$323.4M
Portfolio Value
184
Holdings
Q2 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
SIMS INVESTMENT MANAGEMENT, LLC
CIK
2053807
Accession No.
0002053807-26-000005
Location
CINCINNATI, OH
Form Type
13F-HR
Portfolio Value
$323.4M
Holdings Reported
184
Reporting Period
Q2 2026
Filed
July 21, 2026

About this Filing

SIMS INVESTMENT MANAGEMENT, LLC is an institutional investment manager based in CINCINNATI, OH reporting approximately $323.4M in 13(f) securities across 184 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.