J.E. Simmons & Co., P.C.: Q2 2026 Portfolio Changes Detailed

Insights into investment activity for J.E. Simmons & Co., P.C. based on holdings data as of June 30, 2026.

By Insiderset.Jul 17, 2026, 1:59 AM

As reported in the latest filing dated June 30, 2026, J.E. Simmons & Co., P.C.'s portfolio saw a total value fluctuation during Q2.

The firm's holdings underwent several changes this quarter:

Electromed Inc (ELMD) experienced a decrease of 1.83% in its allocation, while J.E. Simmons & Co., P.C. significantly increased shares in certain ETFs and common stocks.
Purchases: The investor notably added positions to several trusts, including ISHARES TR (IUSB), FNDX, and SCHAG. Additionally, common stock purchases were observed for companies like AMD and MU.
Sales: Shares of ELMD were sold, resulting in a slight decrease. Other trusts like SCHWAB STRATEGIC TR (SCHG) and VANGUARD INTL EQUITY INDEX FUND (VWO) also saw minor reductions.
New Positions: The investor initiated new positions this quarter for certain ETFs, including ISHARES TR (IUSB), SCHWAB STRATEGIC TR (FNDX), and others.
Exits: There were no exits from major holdings reported in this filing.

In terms of sector allocation, the portfolio maintained its focus primarily on J.E. Simmons & Co., P.C.'s core investments during Q2.