J.E. Simmons & Co., P.C.
Annual return
—
SPY
—
Alpha
—
Invested
$149.5M
Holdings
66
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: New position (50.8k shares)
21.5%
02
$SPTL
SPDR SERIES TRUST
Q4 2025: New position (194.0k shares)
8.7%
03
$FNDX
SCHWAB STRATEGIC TR
Q4 2025: New position (426.2k shares)
7.8%
04
$FNDF
SCHWAB STRATEGIC TR
Q4 2025: New position (258.3k shares)
7.7%
05
$ELMD
ELECTROMED INC
Q4 2025: New position (492.8k shares)
7.7%
06
$DYNF
BLACKROCK ETF TRUST
Q4 2025: New position (154.5k shares)
6.2%
07
$IUSB
ISHARES TR
Q4 2025: New position (93.5k shares)
4.6%
08
$VWO
VANGUARD INTL EQUITY INDEX F
Q4 2025: New position (120.9k shares)
3.6%
09
$NDQ
INVESCO QQQ TR
Q4 2025: New position (8.7k shares)
3.4%
10
$BAI
BLACKROCK ETF TRUST
Q4 2025: New position (131.3k shares)
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 12:03 UTC.