Portfolio (Quarterly)
Guide ↗
SIMA Wealth Partners, LLC
· CIK 0002135539| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | KHC | KRAFT HEINZ CO | Consumer Defensive | 30.0 | $782.0 | 0.00% | NEW | — | $26.07 | -10.0% |
| 162 | KD | KYNDRYL HLDGS INC | Technology | 21.0 | $631.0 | — | NEW | — | $30.05 | -59.3% |
| 163 | PPL | PPL CORP | Utilities | 10.0 | $372.0 | — | NEW | — | $37.20 | -3.2% |
| 164 | WAB | WABTEC | Industrials | 1.0 | $201.0 | — | NEW | — | $201.00 | +36.8% |
| 165 | CLOV | CLOVER HEALTH INVESTMENTS CO | Healthcare | 50.0 | $153.0 | — | NEW | — | $3.06 | +54.9% |
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
Consumer Defensive
27.1%
Technology
21.3%
Consumer Cyclical
14.8%
Industrials
12.7%
Financial Services
10.1%
Healthcare
9.7%
Communication Services
2.2%
Utilities
1.3%
Energy
1.0%