CIK: 0001674486
Total reported value
$1.5B
Reporting period: 2026-03-31 · Number of holdings: 791
Simmons Bank disclosed 791 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.5B and a quarterly turnover rate of 13.6%.
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Simmons Bank's disclosed holdings carry a Herfindahl concentration index of 0.019 — mathematically equivalent to about 53 equally-sized positions, well below its 791 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.33), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 44% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim MSFT
+4.5% -$9.3M
Trim CRM
-43.9% -$6.0M
Trim SPY
-5.8% -$5.3M
Add XOM
-3.7% $4.9M
Add CVX
+0.6% $4.8M
Trim IWF
-3.1% -$4.6M
Showing top 200 holdings (of 791 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive INC | Stock-Consumer Disc | 9.58% | +0.14% | +0.09% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.66% | -0.29% | -1.28% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.12% | -0.35% | -5.85% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.49% | -0.61% | +4.50% | |
| 5 | AAPL | Apple INC | Stock-Tech | 2.22% | -0.11% | +1.72% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.14% | -0.31% | -3.07% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.88% | -0.17% | -0.58% | |
| 8 | WMT | Walmart INC | Stock-Consumer Staples | 1.79% | +0.20% | +0.87% | |
| 9 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.74% | -0.13% | +2.59% | |
| 10 | SFNC | Simmons First Natl Corp-cl A | Stock-Other | 1.73% | — | -6.34% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.71% | — | +0.23% | |
| 12 | HDV | Ishares Core High Dividend E | ETF-Other | 1.60% | — | -10.11% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.58% | — | -0.97% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.42% | — | -0.17% | |
| 15 | CAT | Caterpillar INC | Stock-Industrials | 1.25% | +0.20% | -4.13% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.25% | +0.33% | -3.71% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | -0.10% | +1.22% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.19% | +0.32% | +0.55% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.17% | — | -1.71% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | -0.15% | +1.90% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.10% | -0.07% | -0.71% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 1.05% | -0.17% | -6.40% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.01% | — | -0.22% | |
| 24 | GS | Goldman Sachs Group INC | Stock-Financials | 1.00% | — | -3.04% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.96% | — | -0.17% | |
| 26 | PSX | Phillips 66 | Stock-Energy | 0.92% | +0.28% | +1.23% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | +0.13% | +2.08% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.82% | — | +2.22% | |
| 29 | DE | Deere & Co | Stock-Industrials | 0.82% | +0.16% | +1.80% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | — | -1.28% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.77% | -0.08% | +1.27% | |
| 32 | ABBV | Abbvie INC | Stock-Healthcare | 0.76% | — | +3.22% | |
| 33 | NEE | Nextera Energy INC | Stock-Utilities | 0.76% | +0.13% | +2.96% | |
| 34 | CSCO | Cisco Systems INC | Stock-Tech | 0.76% | — | -0.98% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.72% | — | -1.84% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | — | +0.62% | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.64% | +0.16% | +6.77% | |
| 38 | KLAC | Kla CORP | Stock-Tech | 0.61% | +0.09% | -4.56% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.15% | +5.38% | |
| 40 | HD | Home Depot INC | Stock-Consumer Disc | 0.59% | — | +0.76% | |
| 41 | AMGN | Amgen INC | Stock-Healthcare | 0.59% | — | +2.97% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.58% | — | -0.37% | |
| 43 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.57% | — | +0.02% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | +0.10% | +2.10% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.56% | — | -0.43% | |
| 46 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.55% | -0.11% | +2.78% | |
| 47 | VV | Vanguard Large-cap ETF | ETF-Other | 0.53% | — | -2.87% | |
| 48 | SO | Southern Co/the | Stock-Utilities | 0.53% | +0.09% | +7.75% | |
| 49 | DELL | Dell Technologies -c | Stock-Tech | 0.52% | +0.12% | +1.52% | |
| 50 | GSBC | Great Southern Bancorp INC | Stock-Other | 0.51% | -0.09% | -18.06% |
Performance for Q3 2026
+2.8%
Performance Last 4 Quarters
+21.2%
Based on 71% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 791 | $1.5B | 14 | |
| 2025-12-31 | 757 | $1.5B | 9 | |
| 2025-09-30 | 787 | $1.5B | 18 | |
| 2025-06-30 | 772 | $1.4B | 0 | |
| 2025-03-31 | 758 | $1.3B | 100 | |
| 2024-12-31 | 763 | $1.4B | 0 | |
| 2024-09-30 | 776 | $1.4B | 0 | |
| 2024-06-30 | 770 | $1.3B | 0 | |
| 2024-03-31 | 787 | $1.3B | 0 | |
| 2023-12-31 | 801 | $1.2B | 0 | |
| 2023-09-30 | 766 | $1.1B | 0 | |
| 2023-06-30 | 786 | $1.2B | 0 | |
| 2023-03-31 | 810 | $1.2B | 0 | |
| 2022-12-31 | 818 | $1.2B | 0 | |
| 2022-09-30 | 811 | $1.1B | 0 | |
| 2022-06-30 | 812 | $1.1B | 0 | |
| 2022-03-31 | 839 | $1.3B | 0 | |
| 2021-12-31 | 854 | $1.4B | 0 | |
| 2021-09-30 | 859 | $1.4B | 0 | |
| 2021-06-30 | 860 | $1.4B | 98 | |
| 2021-03-31 | 861 | $1.3B | 15 | |
| 2020-12-31 | 851 | $1.3B | 18 | |
| 2020-09-30 | 778 | $1.2B | 14 | |
| 2020-06-30 | 781 | $1.2B | 25 | |
| 2020-03-31 | 764 | $1.1B | 44 | |
| 2019-12-31 | 787 | $1.1B | 13 | |
| 2019-09-30 | 788 | $1.0B | 11 | |
| 2019-06-30 | 815 | $1.0B | 9 | |
| 2019-03-31 | 705 | $1.0B | 17 | |
| 2018-12-31 | 677 | $893.7M | 17 | |
| 2018-09-30 | 701 | $1.0B | 26 | |
| 2018-06-30 | 713 | $1.1B | 18 | |
| 2018-03-31 | 689 | $1.1B | 19 | |
| 2017-12-31 | 597 | $992.9M | 13 | |
| 2017-09-30 | 625 | $965.9M | 13 | |
| 2017-06-30 | 599 | $892.4M | 20 | |
| 2017-03-31 | 584 | $906.7M | 34 | |
| 2016-12-31 | 558 | $890.5M | 12 | |
| 2016-09-30 | 564 | $908.6M | 10 | |
| 2016-06-30 | 585 | $899.1M | 10 | |
| 2016-03-31 | 583 | $897.8M | 0 |
Simmons Bank's most significant position changes for 2026-03-31: Sold out: Autodesk INC (ADSK); New buy: Eqt CORP (EQT); New buy: Pultegroup INC (PHM); New buy: Monolithic Power Systems INC (MPWR); New buy: Sandisk CORP (SNDK).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.3% | -3.71% | Trim |
| 2 | CVX | Chevron CORP | +0.3% | +0.55% | Add |
| 3 | PSX | Phillips 66 | +0.3% | +1.23% | Add |
| 4 | NFLX | Netflix INC | +0.2% | +947.21% | Add |
| 5 | WMT | Walmart INC | +0.2% | +0.87% | Add |
| 6 | CAT | Caterpillar INC | +0.2% | -4.13% | Trim |
| 7 | NOC | Northrop Grumman CORP | +0.2% | +330.18% | Add |
| 8 | ETN | Eaton Corporation plc | +0.2% | +71.09% | Add |
| 9 | LMT | Lockheed Martin CORP | +0.2% | +6.77% | Add |
| 10 | DE | Deere & Co | +0.2% | +1.80% | Add |
| 11 | GEV | GE Vernova INC | +0.1% | +5.63% | Add |
| 12 | ORLY | O'reilly Automotive INC | +0.1% | +0.09% | Add |
| 13 | COST | Costco Wholesale CORP | +0.1% | +2.08% | Add |
| 14 | NEE | Nextera Energy INC | +0.1% | +2.96% | Add |
| 15 | DELL | Dell Technologies -c | +0.1% | +1.52% | Add |
| 16 | AMAT | Applied Materials INC | +0.1% | +57.70% | Add |
| 17 | VZ | Verizon Communications INC | +0.1% | +1.31% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | +2.10% | Add |
| 19 | GLW | Corning INC | +0.1% | +109.56% | Add |
| 20 | SO | Southern Co/the | +0.1% | +7.75% | Add |
| 21 | KLAC | Kla CORP | +0.1% | -4.56% | Trim |
| 22 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -0.71% | Trim |
| 23 | LLY | Eli Lilly & Co | -0.1% | +0.87% | Add |
| 24 | VUG | Vanguard Growth ETF | -0.1% | -3.85% | Trim |
| 25 | BAC | Bank Of America CORP | -0.1% | +1.27% | Add |
| 26 | GSBC | Great Southern Bancorp INC | -0.1% | -18.06% | Trim |
| 27 | JPM | Jpmorgan Chase & Co | -0.1% | +1.22% | Add |
| 28 | MINT | Pimco Enhanced Short Maturit | -0.1% | -69.06% | Trim |
| 29 | AAPL | Apple INC | -0.1% | +1.72% | Add |
| 30 | ISRG | Intuitive Surgical INC | -0.1% | +2.78% | Add |
| 31 | AMZN | Amazon.com INC | -0.1% | +2.59% | Add |
| 32 | META | Meta Platforms Inc-class A | -0.2% | +1.90% | Add |
| 33 | ORCL | Oracle CORP | -0.2% | +5.38% | Add |
| 34 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.58% | Trim |
| 35 | XLK | Ss Technology Select Sector | -0.2% | -6.40% | Trim |
| 36 | ADBE | Adobe INC | -0.2% | -53.07% | Trim |
| 37 | FTNT | Fortinet INC | -0.2% | -94.19% | Trim |
| 38 | ACN | Accenture plc | -0.2% | -76.43% | Trim |
| 39 | BKNG | Booking Holdings INC | -0.3% | -88.93% | Trim |
| 40 | NVDA | Nvidia CORP | -0.3% | -1.28% | Trim |
| 41 | IWF | Ishares Russell 1000 Growth | -0.3% | -3.07% | Trim |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -5.85% | Trim |
| 43 | CRM | Salesforce INC | -0.4% | -43.86% | Trim |
| 44 | MSFT | Microsoft CORP | -0.6% | +4.50% | Add |
| 45 | ADSK | Autodesk INC | — | EXIT | Sold out |
| 46 | EQT | Eqt CORP | — | NEW | New buy |
| 47 | PHM | Pultegroup INC | — | NEW | New buy |
| 48 | MPWR | Monolithic Power Systems INC | — | NEW | New buy |
| 49 | SNDK | Sandisk CORP | — | NEW | New buy |
| 50 | HWM | Howmet Aerospace INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-23 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-05 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-04 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-06 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-29 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-05 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-05 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-26 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-06 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-26 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-03 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-28 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-08 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-27 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-29 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-21 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-28 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-26 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-05 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-06 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-08 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-14 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-31 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-13 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-13 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-13 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-24 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-13 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-14 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-13 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-15 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-12 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-08 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-31 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-03 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-13 | 13F-HR | View on EDGAR |
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