Portfolio (Quarterly) Guide ↗

SIMS INVESTMENT MANAGEMENT, LLC

· CIK 0002053807

13F Portfolio $283M AUM 43 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 3 New 10 Added 25 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AAP	ADVANCE AUTO PARTS INC	Consumer Cyclical	6,638	$408K	0.15%	SOLD
2	PG	PROCTER AND GAMBLE CO	Consumer Defensive	1,465	$225K	0.08%	SOLD

Sector Allocation

Financial Services 38.5%

Technology 25.4%

Consumer Cyclical 20.4%

Communication Services 10.9%

Healthcare 3.7%

Energy 1.0%