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J.E. Simmons & Co., P.C.

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    dallas, TX
  • CIK
    0002111381
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

66

$149.51M
IVV, KRE, FNDX, FNDF
13F-HR
Apr 21, 2026
000137647426000304

68

$154.26M
IVV, ELMD, FNDF, FNDX
13F-HR
Feb 13, 2026
000137647426000173