Portfolio (Quarterly)
Guide ↗
SIMS INVESTMENT MANAGEMENT, LLC
· CIK 0002053807| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VB | VANGUARD INDEX FDS | — | 1,086.0 | $276K | 0.10% | NEW | — | $254.35 | +17.7% |
| 42 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 1,465.0 | $225K | 0.08% | NEW | — | $153.60 | -3.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
37.6%
Technology
27.4%
Consumer Cyclical
20.5%
Communication Services
10.3%
Healthcare
2.2%
Energy
1.1%
Consumer Defensive
0.8%