SEC Form 13F · Q1 2026

SIMS INVESTMENT MANAGEMENT, LLC

Institutional Holdings Report

13F-HROH
$272.1M
Portfolio Value
35
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
SIMS INVESTMENT MANAGEMENT, LLC
CIK
2053807
Accession No.
0002053807-26-000004
Location
CINCINNATI, OH
Form Type
13F-HR
Portfolio Value
$272.1M
Holdings Reported
35
Reporting Period
Q1 2026
Filed
April 21, 2026

About this Filing

SIMS INVESTMENT MANAGEMENT, LLC is an institutional investment manager based in CINCINNATI, OH reporting approximately $272.1M in 13(f) securities across 35 positions as of Q1 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.