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CIK: 0001674486
Total reported value
$1.8B
$1.8B
334 檔
16.4%
As reported in its official Q1 2024 Form 13F filing, Simmons Bank's tracked investment portfolio stood at $1.8B with 334 total positions.
During Q1 2024, Simmons Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including ORLY, SPY, MSFT) accounted for 16.4% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 334 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 9.43% | -1.47% | -5.31% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.62% | -0.19% | -4.97% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.26% | -0.21% | +2.37% | |
| 4 | SFNC | Simmons First Natl Corp-cl A | Stock-Other | 2.74% | -0.06% | -5.32% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.51% | +0.06% | -4.35% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.31% | -0.04% | -1.84% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.75% | -0.18% | -0.07% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.65% | +0.03% | +0.48% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.64% | -0.05% | -0.05% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.62% | -0.08% | -0.00% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | +0.13% | +1.71% | |
| 12 | HDV | Ishares Core High Dividend E | ETF-Other | 1.53% | -0.24% | +8.95% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.39% | -0.04% | +395.47% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | +0.28% | +2.62% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | +0.04% | -1.42% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.09% | +0.19% | -0.05% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | -0.12% | -0.26% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.08% | -0.42% | +1.50% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.08% | -0.06% | -1.53% | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 1.06% | +0.30% | +2.28% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.06% | -0.21% | +201.74% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.02% | -0.38% | -8.41% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.02% | +0.09% | -4.14% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 0.97% | -0.02% | +3.30% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.96% | -0.14% | -1.17% | |
| 26 | PSX | Phillips 66 | Stock-Energy | 0.90% | -0.21% | +4.90% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.89% | -0.02% | -0.87% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.89% | -0.08% | -0.91% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.89% | +0.05% | +8.89% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.88% | -0.05% | -1.07% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | +0.11% | +0.63% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.77% | -0.07% | -1.56% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.73% | -0.02% | +8.47% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.06% | -1.01% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.72% | -0.11% | +2.67% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.70% | -0.04% | -1.48% | |
| 37 | GSBC | Great Southern Bancorp Inc | Stock-Other | 0.68% | +0.03% | -0.76% | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.67% | -0.08% | -1.13% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.14% | +4.02% | |
| 40 | DE | Deere & Co | Stock-Industrials | 0.64% | — | +5.02% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | — | +0.57% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.62% | +0.14% | -0.69% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.62% | -0.06% | -2.33% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-Other | 0.58% | -0.06% | -10.73% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.55% | — | +6.67% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.54% | -0.15% | +6.49% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.51% | -0.14% | +4.15% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.51% | +0.15% | +0.55% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.50% | -0.04% | +3.09% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.49% | -0.03% | +0.75% |
According to official SEC Form 13F filings, Simmons Bank reported a total U.S. public equity portfolio value of $1.8B across 334 disclosed positions in Q1 2024.
During Q1 2024, Simmons Bank's top holdings by market value included ORLY (9.4%)、SPY (3.6%)、MSFT (3.3%). The largest single position, ORLY, represented 9.4% of total portfolio value.
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In Q1 2024, Simmons Bank made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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