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CIK: 0001674486
Total reported value
$1.8B
$1.8B
335 檔
16.5%
According to the latest 13F quarterly dataset, Simmons Bank managed an equity portfolio of $1.8B at the end of Q3 2024, spanning 335 distinct U.S. exchange-listed positions.
Simmons Bank executed strategic sector rebalancing during Q3 2024, establishing 14 new positions while fully exiting 7 holdings and trimming 100 positions.
Showing top 200 holdings (of 335 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 8.84% | -1.47% | -3.99% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.59% | -0.19% | -2.95% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.14% | -0.21% | -0.54% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.98% | +0.06% | -0.41% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.37% | -0.04% | -3.44% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.24% | +0.03% | +1.60% | |
| 7 | SFNC | Simmons First Natl Corp-cl A | Stock-Other | 2.09% | -0.06% | -28.10% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.71% | -0.05% | +1.81% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.70% | +0.13% | +2.17% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.70% | -0.18% | -2.21% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.64% | -0.08% | +0.26% | |
| 12 | HDV | Ishares Core High Dividend E | ETF-Other | 1.56% | -0.24% | -2.11% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.50% | -0.21% | +4.51% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.35% | -0.04% | -0.20% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.28% | -0.12% | +2.48% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.19% | -0.06% | -2.47% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | +0.28% | +2.71% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.09% | +0.19% | -1.09% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.06% | +0.09% | -1.61% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.04% | -0.42% | -0.57% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | +0.04% | -0.29% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.95% | +0.05% | +0.38% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.91% | -0.38% | +0.71% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.89% | +0.30% | -4.09% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.88% | -0.02% | -3.91% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.88% | -0.14% | -1.30% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.87% | -0.08% | -1.24% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.84% | -0.07% | -0.75% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.14% | +1.52% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.78% | -0.04% | -2.85% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | +0.11% | -2.27% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | — | +0.06% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | -0.06% | +1.07% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 0.71% | -0.02% | -27.17% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.71% | -0.15% | +2.66% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.70% | -0.02% | +0.46% | |
| 37 | PSX | Phillips 66 | Stock-Energy | 0.70% | -0.21% | +0.45% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.70% | -0.05% | -2.11% | |
| 39 | GSBC | Great Southern Bancorp Inc | Stock-Other | 0.67% | +0.03% | -1.37% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.67% | -0.11% | +2.75% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.67% | -0.08% | -2.62% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.67% | — | +2.41% | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.65% | — | +1.20% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.64% | -0.06% | -3.67% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.14% | -3.15% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.60% | -0.20% | +3.22% | |
| 47 | VV | Vanguard Large-cap ETF | ETF-Other | 0.59% | -0.06% | -0.89% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.10% | -1.71% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.26% | +1.46% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.54% | +0.15% | -0.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DELL | Dell Technologies -c | +0.4% | NEW | New buy |
| 2 | WMT | Walmart Inc | +0.3% | +4.51% | Add |
| 3 | AAPL | Apple Inc | +0.2% | +1.60% | Add |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.2% | +60.19% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.1% | +2.48% | Add |
| 6 | ULTA | Ulta Beauty Inc | +0.1% | NEW | New buy |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.81% | Add |
| 8 | LMT | Lockheed Martin CORP | +0.1% | +3.22% | Add |
| 9 | NEE | Nextera Energy Inc | +0.1% | +2.66% | Add |
| 10 | TFC | Truist Financial CORP | +0.1% | +359.90% | Add |
| 11 | HD | Home Depot Inc | +0.1% | -1.24% | Trim |
| 12 | VO | Vanguard Mid-cap ETF | +0.1% | +0.26% | Add |
| 13 | CAT | Caterpillar Inc | +0.1% | -4.09% | Trim |
| 14 | ORCL | Oracle CORP | +0.1% | -1.71% | Trim |
| 15 | AEP | American Electric Power | +0.1% | +2.88% | Add |
| 16 | CBRE | Cbre Group Inc - A | +0.1% | +7.28% | Add |
| 17 | VEEV | Veeva Systems Inc-class A | +0.1% | NEW | New buy |
| 18 | SO | Southern Co/the | +0.1% | +5.75% | Add |
| 19 | CHKP | Check Point Software Technologies Ltd. | +0.1% | +5.19% | Add |
| 20 | FTNT | Fortinet Inc | +0.1% | +7.71% | Add |
| 21 | ABBV | Abbvie Inc | +0.1% | -3.91% | Trim |
| 22 | DE | Deere & Co | +0.1% | +1.20% | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -2.27% | Trim |
| 24 | GS | Goldman Sachs Group Inc | +0.1% | +2.41% | Add |
| 25 | LOW | Lowe's Cos Inc | +0.1% | -2.50% | Trim |
| 26 | DHR | Danaher CORP | +0.1% | +3.52% | Add |
| 27 | APD | Air Products & Chemicals Inc | +0.1% | +3.60% | Add |
| 28 | TSLA | Tesla Inc | +0.1% | +3.33% | Add |
| 29 | MUR | Murphy Oil CORP | +0.1% | +491.44% | Add |
| 30 | ICE | Intercontinental Exchange In | +0.1% | +2.30% | Add |
| 31 | ORLY | O'reilly Automotive Inc | 0% | -3.99% | Trim |
| 32 | IWM | Ishares Russell 2000 ETF | 0% | +0.38% | Add |
| 33 | AMT | American Tower CORP | 0% | +2.46% | Add |
| 34 | SLV | Ishares Silver Trust | 0% | +38.24% | Add |
| 35 | PYPL | Paypal Holdings Inc | 0% | +8.17% | Add |
| 36 | ACN | Accenture plc | 0% | +0.86% | Add |
| 37 | IBM | Intl Business Machines CORP | 0% | -2.69% | Trim |
| 38 | ETR | Entergy CORP | 0% | +1.01% | Add |
| 39 | HDV | Ishares Core High Dividend E | 0% | -2.11% | Trim |
| 40 | VWO | Vanguard Ftse Emerging Marke | 0% | -0.75% | Trim |
| 41 | CRM | Salesforce Inc | 0% | +2.75% | Add |
| 42 | SDY | Ss Spdr S&p Dividend ETF | 0% | -2.62% | Trim |
| 43 | KO | Coca-cola Co/the | 0% | -3.67% | Trim |
| 44 | UNH | Unitedhealth Group Inc | 0% | -1.94% | Trim |
| 45 | ISRG | Intuitive Surgical Inc | 0% | -0.34% | Trim |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +0.51% | Add |
| 47 | SYK | Stryker CORP | 0% | NEW | New buy |
| 48 | PH | Parker Hannifin CORP | 0% | +0.69% | Add |
| 49 | IJH | Ishares Core S&p Midcap ETF | 0% | -0.20% | Trim |
| 50 | CSCO | Cisco Systems Inc | 0% | -3.15% | Trim |
According to official SEC Form 13F filings, Simmons Bank reported a total U.S. public equity portfolio value of $1.8B across 335 disclosed positions in Q3 2024.
During Q3 2024, Simmons Bank's top holdings by market value included ORLY (8.8%)、SPY (3.6%)、MSFT (3.1%). The largest single position, ORLY, represented 8.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ORLY, SPY, MSFT) accounted for 16.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
DELL
市值: $5.2M
Top Position Liquidated / Trimmed
DG
前期市值: $2.0M
In Q3 2024, Simmons Bank made 190 total portfolio adjustments, initiating 14 new buys, adding to 69 positions, trimming 100 holdings, and fully liquidating 7 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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