J.E. Simmons & Co., P.C.: 13F holdings
CIK 21113812026Q2
| Positions | 72 |
|---|---|
| Reported value | $177.5m |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 48,342 | $36.2m | 20.4% |
| ELECTROMED INC | 483,822 | $20.5m | 11.5% |
| SPTL SPDR SERIES TRUST | 489,712 | $12.8m | 7.2% |
| FNDX SCHWAB STRATEGIC TR | 409,362 | $12.7m | 7.2% |
| EWU SCHWAB STRATEGIC TR | 232,199 | $12.3m | 6.9% |
| DYNF BLACKROCK ETF TRUST | 157,317 | $10.7m | 6.0% |
| IUSB ISHARES TR | 160,869 | $7.4m | 4.2% |
| BAI BLACKROCK ETF TRUST | 134,090 | $7.1m | 4.0% |
| QQQ INVESCO QQQ TR | 8,682 | $6.4m | 3.6% |
| VWO VANGUARD INTL EQUITY INDEX F | 96,696 | $5.8m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111381")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.