Investments: SIMS INVESTMENT MANAGEMENT, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: SIMS INVESTMENT MANAGEMENT, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
304.907.541 $+40.464.578 $
+61,9 %
136259.949.936 $-10.340.220 $
-7,8 %
25275.104.323 $+7.005.849 $
-0,6 %
34268.731.056 $+27.825.970 $
+9,8 %
33
SCHWAB STRATEGIC TRUST→ 0191.444.602 $+28.110.024 $
+17,2 %
1163.334.578 $-8.602.892 $
-5,0 %
1171.937.470 $+3.829.606 $
+2,3 %
1168.107.864 $+15.308.488 $
+10,0 %
1
ADVISORS MANAGEMENT GROUP INC /ADV→ 020.143.793 $+450.310 $
+2,3 %
119.693.483 $+60.250 $
+0,3 %
119.633.233 $+1.081.186 $
+5,8 %
118.552.047 $+1.347.202 $
+7,8 %
1
Moloney Securities Asset Management, LLC→ 018.255.038 $+3.269.867 $
+21,8 %
114.985.171 $+1.466.660 $
+10,8 %
113.518.511 $+572.486 $
+4,4 %
112.946.025 $+1.697.001 $
+15,1 %
1
Ancora Advisors LLC→ 017.925.735 $+1.217.927 $
+7,3 %
116.707.808 $-64.886 $
-0,4 %
116.772.694 $+808.948 $
+5,1 %
115.963.746 $+1.884.657 $
+13,4 %
1
SMITH SHELLNUT WILSON LLC /ADV→ 015.100.819 $+3.637.381 $
+31,7 %
111.463.438 $-461.612 $
-3,9 %
111.925.050 $+275.971 $
+2,4 %
111.649.079 $+1.576.707 $
+15,7 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 07.817.414 $+1.679.268 $
+27,4 %
16.138.146 $-1.398.475 $
-18,6 %
17.536.621 $-172.037 $
-2,2 %
17.708.658 $+707.470 $
+10,1 %
1
Eaton Vance Tax-Managed Buy-Write Opportunities FundETV→ 05.744.945 $+441.956 $
+8,3 %
15.302.989 $-281.773 $
-5,0 %
15.584.762 $-32.887 $
-0,6 %
15.617.649 $+170.331 $
+3,1 %
1
Uber Technologies, IncUBER→ 0Neutral3.593.929 $+146.324 $
+4,2 %
13.447.605 $-278.534 $
-7,5 %
13.726.139 $-622.651 $
-14,3 %
14.348.790 $+181.732 $
+4,4 %
1
iSHARES TRUST→ 04.176.551 $+260.311 $
+6,6 %
13.916.240 $+410.197 $
+11,7 %
13.506.043 $+529.939 $
+17,8 %
12.976.104 $+2.976.104 $1
VANGUARD GROUP INC→ 03.143.572 $+475.211 $
+17,8 %
12.668.361 $+718 $
+0,0 %
12.667.643 $+97.976 $
+3,8 %
12.569.667 $+384.522 $
+17,6 %
1
Tesla, Inc.TSLA→ 0Neutral2.383.991 $+305.882 $
+14,7 %
12.078.109 $-565.377 $
-21,4 %
12.643.486 $+38 $
+0,0 %
12.643.448 $+722.218 $
+37,6 %
1
Pursuit Attractions & Hospitality, Inc.PRSU→ 0Neutral2.076.935 $+715.837 $
+52,6 %
11.361.098 $+118.373 $
+9,5 %
11.242.725 $-118.005 $
-8,7 %
11.360.730 $+237.110 $
+21,1 %
1
Meta Platforms, Inc.META→ 0Neutral921.542 $-425.252 $
-31,6 %
11.346.794 $-514.000 $
-27,6 %
11.860.794 $-81.641 $
-4,2 %
11.942.435 $-76.979 $
-3,8 %
1
Carnival Corp Ltd.CCL→ 0Stark1.605.606 $+148.588 $
+10,2 %
11.457.018 $-248.000 $
-14,5 %
11.705.018 $+43.792 $
+2,6 %
11.661.226 $+1.415 $
+0,1 %
1
Eaton Vance Tax-Managed Buy-Write Income FundETB→ 01.561.382 $+112.532 $
+7,8 %
11.448.850 $-85.403 $
-5,6 %
11.534.253 $+17.753 $
+1,2 %
11.516.500 $+63.836 $
+4,4 %
1
NVIDIA CORPNVDA→ 0Neutral65.029 $-944.869 $
-93,6 %
11.009.898 $-88.312 $
-8,0 %
11.098.210 $+151.060 $
+15,9 %
1
UNITEDHEALTH GROUP INCUNH→ 0Neutral1.017.623 $+405.876 $
+66,3 %
1611.747 $-114.933 $
-15,8 %
1726.680 $+133.367 $
+22,5 %
1593.313 $+254.341 $
+75,0 %
1
Nuveen S&P 500 Dynamic Overwrite FundSPXX→ 0940.612 $+129.688 $
+16,0 %
1810.924 $+810.924 $1
Nuveen S&P 500 BuyWrite Income FundBXMX→ 0883.470 $+15.626 $
+1,8 %
1867.844 $+33.656 $
+4,0 %
1
Apple Inc.AAPL→ 0Neutral463.458 $+131.112 $
+39,5 %
1332.346 $-467.730 $
-58,5 %
1800.076 $+29.340 $
+3,8 %
1770.736 $+94.193 $
+13,9 %
1
MICROSOFT CORPMSFT→ 0Neutral247.312 $-422.018 $
-63,1 %
1669.330 $-128.313 $
-16,1 %
1797.643 $+59.487 $
+8,1 %
1
Six Flags Entertainment Corporation/NEWFUN→ 0Neutral702.900 $+117.150 $
+20,0 %
1585.750 $+79.530 $
+15,7 %
1506.220 $+506.220 $1
ISHARES TR→ 0702.827 $+465.217 $
+195,8 %
1237.610 $-21.899 $
-8,4 %
1259.509 $-21.058 $
-7,5 %
1280.567 $-6.064 $
-2,1 %
1
VANGUARD WORLD FUND→ 0669.312 $+180.908 $
+37,0 %
1488.404 $-43.765 $
-8,2 %
1532.169 $-13.618 $
-2,5 %
1545.787 $+51.579 $
+10,4 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral589.960 $+72.903 $
+14,1 %
1517.057 $-30.329 $
-5,5 %
1547.386 $-10.153 $
-1,8 %
1557.539 $-71.047 $
-11,3 %
1
Alphabet Inc.GOOGL→ 0Stark239.228 $-349.838 $
-59,4 %
1589.066 $+111.374 $
+23,3 %
1477.692 $+132.281 $
+38,3 %
1
AMERICAN FINANCIAL GROUP INCAFG→ 0Sehr stark511.344 $+44.689 $
+9,6 %
1466.655 $-32.776 $
-6,6 %
1499.431 $-33.033 $
-6,2 %
1532.464 $-11.627 $
-2,1 %
1
AMAZON COM INCAMZN→ 0Neutral207.396 $-184.564 $
-47,1 %
1391.960 $-43.474 $
-10,0 %
1435.434 $+4.964 $
+1,2 %
1
ADVANCE AUTO PARTS INCAAP→ 0Schwach407.556 $+84.949 $
+26,3 %
1
Walt Disney CoDIS→ 0Neutral88.935 $-185.640 $
-67,6 %
1274.575 $-67.959 $
-19,8 %
1342.534 $-2.198 $
-0,6 %
1344.732 $-38.699 $
-10,1 %
1
ROYAL CARIBBEAN CRUISES LTDRCL→ 0Neutral317.530 $+42.350 $
+15,4 %
1275.180 $-6.529 $
-2,3 %
1281.709 $-51.578 $
-15,5 %
1333.287 $-157.090 $
-32,0 %
1
JPMORGAN CHASE & COJPM→ 0Neutral287.098 $-20.446 $
-6,6 %
1307.544 $+24.882 $
+8,8 %
1
Broadcom Inc.AVGO→ 0Neutral13.252 $-285.432 $
-95,6 %
1298.684 $-4.503 $
-1,5 %
1303.187 $+47.108 $
+18,4 %
1
EXXON MOBIL CORPXOM→ 0Stark160.783 $-104.567 $
-39,4 %
1265.350 $-23.177 $
-8,0 %
1288.527 $+12.667 $
+4,6 %
1
PROCTER & GAMBLE CoPG→ 0Neutral191.512 $-33.514 $
-14,9 %
1225.026 $-22.484 $
-9,1 %
1
ELI LILLY & CoLLY→ 0Neutral216.011 $+216.011 $1
General Motors CoGM→ 0Stark192.700 $-10.600 $
-5,2 %
1203.300 $+203.300 $1
INVESCO EXCHANGE-TRADED FUND TRUST→ 0201.167 $+201.167 $1
GENERAL ELECTRIC COGE→ 0Neutral149.118 $+149.118 $1
KCM INVESTMENT ADVISORS LLC→ 097.492 $+97.492 $1
VANGUARD STAR FDS→ 091.731 $+88.322 $
+2.590,8 %
1
Evergy, Inc.EVRG→ 0Neutral64.563 $+64.563 $1
STATE STREET CORPSTT→ 0Sehr stark59.021 $+59.021 $1
AbbVie Inc.ABBV→ 0Neutral58.129 $+58.129 $1
COMFORT SYSTEMS USA INCFIX→ 0Stark57.477 $+57.477 $1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Schwach55.961 $+55.961 $1
Marathon Petroleum CorpMPC→ 0Stark51.134 $+51.134 $1
FIRSTENERGY CORPFE→ 0Sehr stark50.630 $+50.630 $1
MICRON TECHNOLOGY INCMU→ 0Stark46.172 $+46.172 $1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark41.790 $+41.790 $1
CASEYS GENERAL STORES INCCASY→ 0Neutral40.534 $+40.534 $1
VANGUARD TAX-MANAGED FDS→ 040.435 $-662.392 $
-94,2 %
1
HUMANA INCHUM→ 0Sehr schwach39.887 $+39.887 $1
BOEING COBA→ 0Neutral34.635 $+34.635 $1
RBB FUND, INC.→ 030.000 $+30.000 $1
CME GROUP INC.CME→ 0Sehr stark28.045 $+28.045 $1
ARCH CAPITAL GROUP LTD.ACGL→ 0Stark26.983 $+26.983 $1
GE Vernova Inc.GEV→ 0Sehr stark23.497 $+23.497 $1
INTEL CORPINTC→ 0Neutral23.263 $+23.263 $1
Biglari Holdings Inc.BH-A→ 0Neutral21.302 $+21.302 $1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral20.441 $+20.441 $1
NIKE, Inc.NKE→ 0Schwach18.597 $+18.597 $1
CINCINNATI FINANCIAL CORPCINF→ 0Sehr stark18.514 $+18.514 $1
PayPal Holdings, Inc.PYPL→ 0Neutral17.328 $+17.328 $1
TERADYNE, INCTER→ 0Stark14.031 $+14.031 $1
TEXTRON INCTXT→ 0Stark13.760 $+13.760 $1
DELTA AIR LINES, INC.DAL→ 0Sehr stark12.363 $+12.363 $1
QUALCOMM INC/DEQCOM→ 0Neutral12.196 $+12.196 $1
FIFTH THIRD BANCORPFITB→ 0Sehr stark11.274 $+11.274 $1
EBAY INCEBAY→ 0Stark11.175 $+11.175 $1
NORTHROP GRUMMAN CORP /DE/NOC→ 0Sehr stark10.186 $+10.186 $1
Grayscale CoinDesk Crypto 5 ETFGDLC→ 010.160 $+10.160 $1
TWILIO INCTWLO→ 0Neutral9.904 $+9.904 $1
TRUIST FINANCIAL CORPTFC→ 0Sehr stark9.864 $+9.864 $1
UNITED PARCEL SERVICE INCUPS→ 0Neutral9.675 $+9.675 $1
Definium Therapeutics, Inc.DFTX→ 0Neutral9.361 $+9.361 $1
LandBridge Co LLCLB→ 0Neutral7.924 $+7.924 $1
Eaton Corp plcETN→ 0Neutral6.392 $+6.392 $1
EMBRAER S.A.EMBJ→ 06.380 $+6.380 $1
Coeur Mining, Inc.CDE→ 0Stark6.006 $+6.006 $1
Palantir Technologies Inc.PLTR→ 0Neutral5.950 $+5.950 $1
COZAD ASSET MANAGEMENT INC→ 05.841 $+5.841 $1
Merck & Co., Inc.MRK→ 0Sehr stark5.783 $+5.783 $1
NETFLIX INCNFLX→ 0Stark5.723 $+5.723 $1
abrdn Precious Metals Basket ETF TrustGLTR→ 05.435 $+5.435 $1
Alibaba Group Holding LtdBABA→ 0Schwach5.279 $+5.279 $1
Coinbase Global, Inc.COIN→ 0Neutral5.117 $+5.117 $1
NORFOLK SOUTHERN CORPNSC→ 0Stark4.719 $+4.719 $1
PENN Entertainment, Inc.PENN→ 0Neutral4.272 $+4.272 $1
METLIFE INCMET→ 0Stark3.807 $+3.807 $1
Warner Bros. Discovery, Inc.WBD→ 0Schwach3.732 $+3.732 $1
HASBRO, INC.HAS→ 0Stark3.551 $+3.551 $1
TARGET CORPTGT→ 0Neutral3.526 $+3.526 $1
VANGUARD WHITEHALL FDS→ 03.409 $-37.026 $
-91,6 %
1
Walmart Inc.WMT→ 0Stark3.398 $+3.398 $1
CONSTELLIUM SECSTM→ 0Stark3.187 $+3.187 $1
PRICE T ROWE GROUP INCTROW→ 0Stark3.104 $+3.104 $1
WisdomTree, Inc.WT→ 0Stark2.933 $+2.933 $1
CONOCOPHILLIPSCOP→ 0Stark2.599 $+2.599 $1
CVS HEALTH CorpCVS→ 0Neutral2.586 $+2.586 $1
iRhythm Holdings, Inc.IRTC→ 0Neutral2.379 $+2.379 $1
Rivian Automotive, Inc. / DERIVN→ 0Schwach2.325 $+2.325 $1
SPACE EXPLORATION TECHNOLOGIES CORPSPCX→ 02.221 $+2.221 $1
AT&T INC.T→ 0Sehr stark2.070 $+2.070 $1
GLOBAL X FDS→ 02.011 $-89.720 $
-97,8 %
1
SPDR SERIES TRUST→ 01.788 $+1.788 $1
Compass, Inc.COMP→ 0Neutral1.763 $+1.763 $1
3M COMMM→ 0Neutral1.619 $+1.619 $1
Ramaco Resources, Inc.METC→ 0Neutral1.511 $+1.511 $1
Nutrien Ltd.NTR→ 01.481 $+1.481 $1
Super Micro Computer, Inc.SMCI→ 0Neutral1.467 $+1.467 $1
Robinhood Markets, Inc.HOOD→ 0Schwach1.304 $+1.304 $1
Blackstone Inc.BX→ 0Neutral1.294 $+1.294 $1
Newsmax Inc.NMAX→ 0Neutral1.259 $+1.259 $1
MGM Resorts InternationalMGM→ 0Neutral1.195 $+1.195 $1
PRUDENTIAL FINANCIAL INCPRU→ 0Sehr stark1.079 $+1.079 $1
XTI Aerospace, Inc.XTIA→ 0Neutral1.077 $+1.077 $1
Howmet Aerospace Inc.HWM→ 0Neutral1.040 $+1.040 $1
KINDER MORGAN, INC.KMI→ 0Sehr stark959 $+959 $1
GSI TECHNOLOGY INCGSIT→ 0Schwach773 $+773 $1
AGNT, Inc.EXPI→ 0752 $+752 $1
APPLIED MATERIALS INC /DEAMAT→ 0Stark723 $+723 $1
KROGER COKR→ 0Sehr stark666 $+666 $1
CERUS CORPCERS→ 0Neutral584 $+584 $1
WYNN RESORTS LTDWYNN→ 0Neutral485 $+485 $1
Spotify Technology S.A.SPOT→ 0Schwach459 $+459 $1
DICK'S SPORTING GOODS, INC.DKS→ 0Neutral454 $+454 $1
Brookfield Renewable CorpBEPC→ 0445 $+445 $1
Zoom Communications, Inc.ZM→ 0Stark432 $+432 $1
FIRST TR EXCHANGE-TRADED FD→ 0356 $-1.655 $
-82,3 %
1
Arlo Technologies, Inc.ARLO→ 0Neutral297 $+297 $1
OCCIDENTAL PETROLEUM CORP /DE/OXY→ 0Sehr stark243 $+243 $1
Ondas Inc.ONDS→ 0Sehr schwach198 $+198 $1
SYSCO CORPSYY→ 0Sehr stark167 $+167 $1
COCA COLA COKO→ 0Stark163 $+163 $1
Airbnb, Inc.ABNB→ 0Neutral143 $+143 $1
BRC Inc.BRCC→ 0Neutral122 $+122 $1
lululemon athletica inc.LULU→ 0Stark114 $+114 $1
STARBUCKS CORPSBUX→ 0Neutral102 $+102 $1
Virgin Galactic Holdings, IncSPCE→ 0Sehr schwach6 $+6 $1
304.907.541 $+40.464.578 $
+61,9 %
136259.949.936 $-10.340.220 $
-7,8 %
25275.104.323 $+7.005.849 $
-0,6 %
34268.731.056 $+27.825.970 $
+9,8 %
33
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