Long-term investor
J.e. Simmons & Co., P.c. @jesimmonscopc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002111381).
Record
- Tracked since 2025-12-31 (261 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +9.0%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 20.4% · long · since 2025-12-31
- ELMD · 11.5% · long · since 2025-12-31
- SPTL · 7.2% · long · since 2025-12-31
- FNDX · 7.2% · long · since 2025-12-31
- FNDF · 6.9% · long · since 2025-12-31
- DYNF · 6.0% · long · since 2025-12-31
- IUSB · 4.2% · long · since 2025-12-31
- BAI · 4.0% · long · since 2025-12-31
- 46090E103 · 3.6% · long · since 2025-12-31
- VWO · 3.3% · long · since 2025-12-31
- CORO · 2.7% · long · since 2026-03-31
- QUAL · 2.4% · long · since 2025-12-31