Zimmermann Investment Management & Planning 13F annual report
Zimmermann Investment Management & Planning is an investment fund managing more than $275 billion ran by Kimberly Swope. There are currently 92 companies in Mrs. Swope’s portfolio. The largest investments include Ishares Tr and NVIDIA Corp, together worth $64.6 billion.
$275 billion Assets Under Management (AUM)
As of 19th July 2024, Zimmermann Investment Management & Planning’s top holding is 521,822 shares of Ishares Tr currently worth over $52.6 billion and making up 19.1% of the portfolio value.
In addition, the fund holds 97,043 shares of NVIDIA Corp worth $12 billion, whose value fell 79.8% in the past six months.
The third-largest holding is Apple Inc worth $11.4 billion and the next is VanEck ETF Trust worth $15.8 billion, with 252,823 shares owned.
Currently, Zimmermann Investment Management & Planning's portfolio is worth at least $275 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Zimmermann Investment Management & Planning
The Zimmermann Investment Management & Planning office and employees reside in New Cumberland, Pennsylvania. According to the last 13-F report filed with the SEC, Kimberly Swope serves as the CCO at Zimmermann Investment Management & Planning.
Recent trades
In the most recent 13F filing, Zimmermann Investment Management & Planning revealed that it had opened a new position in
Invesco Exch Trd Slf Idx Fd and bought 149,359 shares worth $7.08 billion.
The investment fund also strengthened its position in NVIDIA Corp by buying
87,525 additional shares.
This makes their stake in NVIDIA Corp total 97,043 shares worth $12 billion.
NVIDIA Corp dropped 72.8% in the past year.
On the other hand, there are companies that Zimmermann Investment Management & Planning is getting rid of from its portfolio.
Zimmermann Investment Management & Planning closed its position in First Tr Exchng Traded Fd Vi on 26th July 2024.
It sold the previously owned 134,151 shares for $5.81 billion.
Kimberly Swope also disclosed a decreased stake in Ishares Tr by approximately 0.1%.
This leaves the value of the investment at $52.6 billion and 521,822 shares.
One of the smaller hedge funds
The two most similar investment funds to Zimmermann Investment Management & Planning are Old Point Trust & Financial Services N A and S.e.e.d. Planning. They manage $275 billion and $275 billion respectively.
Kimberly Swope investment strategy
Zimmermann Investment Management & Planning’s portfolio is diversified across 11 sectors.
Currently, their heaviest sector is Technology — making up 10.8% of
the total portfolio value.
The fund focuses on investments in the United States as
41.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
40% of the total holdings value.
On the other hand, small-cap stocks make up only 6.5% of the portfolio.
The average market cap of the portfolio companies is close to $251 billion.
The complete list of Zimmermann Investment Management & Planning trades based on 13F SEC filings
These positions were updated on July 26th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
3.92%
521,822
|
$52,567,260,000 | 19.10% |
| NVIDIA Corp |
919.57%
97,043
|
$11,988,708,000 | 4.36% |
| Apple Inc |
1.85%
54,239
|
$11,423,715,000 | 4.15% |
| VanEck ETF Trust |
0.40%
252,823
|
$15,770,805,000 | 5.73% |
| Invesco Exchange Traded Fd T |
9.35%
100,250
|
$9,380,135,000 | 3.41% |
| J P Morgan Exchange Traded F |
40.00%
196,397
|
$11,048,103,000 | 4.01% |
| Invesco Exch Trd Slf Idx Fd |
Opened
149,359
|
$7,084,097,000 | 2.57% |
| J P Morgan Exchange Traded F |
Opened
129,842
|
$6,875,134,000 | 2.50% |
| Global X Fds |
18.42%
436,130
|
$14,235,664,000 | 5.17% |
| Pacer Fds Tr |
7.78%
204,698
|
$9,488,923,000 | 3.45% |
| Spdr Ser Tr |
30.78%
86,851
|
$9,204,844,000 | 3.34% |
| Amazon.com Inc. |
2.24%
30,395
|
$5,873,834,000 | 2.13% |
| First Tr Exchng Traded Fd Vi |
Opened
130,786
|
$5,936,397,000 | 2.16% |
| Alphabet Inc |
1.58%
32,362
|
$5,897,312,000 | 2.14% |
| First Tr Exchng Traded Fd Vi |
Closed
134,151
|
$5,814,347,000 | |
| Proshares Tr |
Opened
70,323
|
$5,366,179,000 | 1.95% |
| Blackrock Etf Trust Ii |
Opened
101,606
|
$5,303,833,000 | 1.93% |
| Spdr Ser Tr |
Opened
95,178
|
$4,742,720,000 | 1.72% |
| Schwab Strategic Tr |
48.40%
143,209
|
$10,157,748,000 | 3.69% |
| Invesco Exch Traded Fd Tr Ii |
Opened
46,144
|
$4,035,754,000 | 1.47% |
| Microsoft Corporation |
3.68%
8,681
|
$3,879,909,000 | 1.41% |
| Global X Fds |
Closed
72,986
|
$3,717,914,000 | |
| Wisdomtree Tr |
28.39%
102,696
|
$5,459,198,000 | 1.98% |
| Select Sector Spdr Tr |
15.11%
65,488
|
$6,130,798,000 | 2.23% |
| Spdr Index Shs Fds |
Opened
24,618
|
$2,961,543,000 | 1.08% |
| Broadcom Inc |
9.62%
1,755
|
$2,817,705,000 | 1.02% |
| Mckesson Corporation |
25.67%
4,215
|
$2,461,729,000 | 0.89% |
| Victory Portfolios II |
262.09%
47,553
|
$2,368,139,000 | 0.86% |
| Palo Alto Networks Inc |
13.74%
6,441
|
$2,183,563,000 | 0.79% |
| T Rowe Price Etf Inc |
120.47%
66,043
|
$2,074,411,000 | 0.75% |
| Costco Whsl Corp New |
23.15%
2,165
|
$1,840,566,000 | 0.67% |
| First Tr Nas100 Eq Weighted |
79.80%
11,937
|
$1,471,745,000 | 0.53% |
| JPMorgan Chase & Co. |
69.00%
7,252
|
$1,466,789,000 | 0.53% |
| First Tr Exchange Traded Fd |
Opened
47,979
|
$1,463,839,000 | 0.53% |
| Eli Lilly & Co |
229.47%
1,565
|
$1,416,920,000 | 0.51% |
| KKR & Co. Inc |
16.05%
13,146
|
$1,383,485,000 | 0.50% |
| Advisorshares Tr |
2.64%
22,164
|
$1,377,910,000 | 0.50% |
| Walmart Inc |
238.58%
19,394
|
$1,313,168,000 | 0.48% |
| Crowdstrike Holdings Inc |
130.98%
2,654
|
$1,016,986,000 | 0.37% |
| Ishares Inc |
415.73%
16,885
|
$955,876,000 | 0.35% |
| Meta Platforms Inc |
148.62%
1,887
|
$951,638,000 | 0.35% |
| Tesla Inc |
1.86%
4,744
|
$938,743,000 | 0.34% |
| Schwab Strategic Tr |
Closed
10,670
|
$812,328,000 | |
| Freeport-McMoRan Inc |
38.12%
15,751
|
$765,499,000 | 0.28% |
| Spdr Gold Tr |
5.94%
3,511
|
$754,900,000 | 0.27% |
| Innovator ETFs Trust |
Opened
30,513
|
$753,366,000 | 0.27% |
| Visa Inc |
26.81%
2,850
|
$747,958,000 | 0.27% |
| Novo-nordisk A S |
45.66%
5,139
|
$733,541,000 | 0.27% |
| Autonation Inc. |
2.52%
4,234
|
$674,815,000 | 0.25% |
| Innovator ETFs Trust |
0.22%
77,316
|
$1,980,638,000 | 0.72% |
| Cleveland-Cliffs Inc |
Closed
32,429
|
$662,200,000 | |
| United Sts Commodity Index F |
4.71%
10,086
|
$627,652,000 | 0.23% |
| Eaton Corp Plc |
Opened
1,936
|
$607,033,000 | 0.22% |
| Grayscale Bitcoin Tr Btc |
Opened
11,027
|
$587,077,000 | 0.21% |
| Direxion Shs Etf Tr |
48.96%
6,508
|
$577,520,000 | 0.21% |
| Alps Etf Tr |
38.26%
24,604
|
$557,143,000 | 0.20% |
| Comcast Corp New |
Closed
12,516
|
$548,836,000 | |
| Hershey Company |
4.95%
2,941
|
$540,676,000 | 0.20% |
| Iron Mtn Inc Del |
No change
6,000
|
$537,720,000 | 0.20% |
| Fiserv, Inc. |
49.20%
3,527
|
$525,664,000 | 0.19% |
| Schwab Charles Corp |
37.48%
6,955
|
$512,514,000 | 0.19% |
| Global X Fds |
Opened
20,985
|
$706,148,000 | 0.26% |
| Virtus Etf Tr Ii |
Closed
15,549
|
$477,043,000 | |
| Exxon Mobil Corp. |
6.73%
4,091
|
$470,956,000 | 0.17% |
| Vanguard Wellington Fd |
Opened
3,080
|
$462,616,000 | 0.17% |
| Energy Transfer L P |
Opened
27,900
|
$452,538,000 | 0.16% |
| Adobe Inc |
Closed
738
|
$440,291,000 | |
| Salesforce Inc |
Opened
1,680
|
$431,928,000 | 0.16% |
| Unitedhealth Group Inc |
51.36%
820
|
$417,664,000 | 0.15% |
| Spdr Dow Jones Indl Average |
Closed
1,089
|
$410,411,000 | |
| Las Vegas Sands Corp |
Opened
9,240
|
$408,870,000 | 0.15% |
| Medtronic Plc |
64.12%
5,137
|
$404,333,000 | 0.15% |
| Johnson Ctls Intl Plc |
0.57%
6,058
|
$402,675,000 | 0.15% |
| Colgate-Palmolive Co. |
Opened
4,142
|
$401,940,000 | 0.15% |
| D.R. Horton Inc. |
Closed
2,514
|
$382,078,000 | |
| American Express Co. |
Opened
1,647
|
$381,363,000 | 0.14% |
| NextEra Energy Inc |
Opened
5,323
|
$376,922,000 | 0.14% |
| Owens Corning |
Opened
2,154
|
$374,193,000 | 0.14% |
| Lockheed Martin Corp. |
1.69%
721
|
$336,718,000 | 0.12% |
| Exact Sciences Corp. |
Closed
4,315
|
$319,224,000 | |
| Boeing Co. |
3.76%
1,713
|
$311,801,000 | 0.11% |
| Paccar Inc. |
5.32%
2,991
|
$307,894,000 | 0.11% |
| Innovator Etfs Tr |
Closed
8,479
|
$306,855,000 | |
| First Tr Exchng Traded Fd Vi |
25.19%
11,422
|
$302,340,000 | 0.11% |
| Pnc Finl Svcs Group Inc |
Opened
1,895
|
$294,601,000 | 0.11% |
| Albemarle Corp. |
Closed
2,025
|
$292,572,000 | |
| Invesco Exchange Traded Fd T |
Opened
1,759
|
$288,969,000 | 0.10% |
| Fidelity Covington Trust |
1.18%
1,680
|
$288,154,000 | 0.10% |
| Prudential Finl Inc |
8.92%
2,390
|
$280,107,000 | 0.10% |
| Home Depot, Inc. |
Closed
801
|
$277,752,000 | |
| Edison Intl |
Closed
3,831
|
$273,878,000 | |
| TotalEnergies SE |
32.47%
4,106
|
$273,788,000 | 0.10% |
| Franklin Templeton Etf Tr |
Closed
8,589
|
$264,026,000 | |
| Janus Detroit Str Tr |
Opened
5,058
|
$257,351,000 | 0.09% |
| American Tower Corp. |
Closed
1,181
|
$255,049,000 | |
| Thermo Fisher Scientific Inc. |
41.18%
457
|
$252,721,000 | 0.09% |
| Qualcomm, Inc. |
Opened
1,262
|
$251,372,000 | 0.09% |
| Advanced Micro Devices Inc. |
Opened
1,515
|
$245,748,000 | 0.09% |
| Corteva Inc |
Closed
5,026
|
$240,846,000 | |
| Chevron Corp. |
42.05%
1,505
|
$235,472,000 | 0.09% |
| Parker-Hannifin Corp. |
Opened
459
|
$232,167,000 | 0.08% |
| Enterprise Prods Partners L |
1.94%
7,998
|
$231,783,000 | 0.08% |
| Asml Holding N V |
Opened
224
|
$229,092,000 | 0.08% |
| Abbvie Inc |
Closed
1,444
|
$223,803,000 | |
| Berkshire Hathaway Inc. |
Opened
544
|
$221,299,000 | 0.08% |
| Select Sector Spdr Tr |
Opened
3,229
|
$219,998,000 | 0.08% |
| International Business Machs |
Closed
1,307
|
$213,783,000 | |
| Rockwell Automation Inc |
0.78%
771
|
$212,249,000 | 0.08% |
| Schlumberger Ltd. |
15.20%
4,306
|
$203,157,000 | 0.07% |
| Gaming & Leisure Pptys Inc |
Closed
4,107
|
$202,688,000 | |
| Boston Scientific Corp. |
Opened
2,621
|
$201,843,000 | 0.07% |
| Vale S.A. |
Closed
10,089
|
$160,012,000 | |
| Prospect Cap Corp |
3.91%
20,863
|
$115,372,000 | 0.04% |
| No transactions found | |||
| Showing first 500 out of 113 holdings | |||
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