13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001674486
Total reported value
$1.8B
$1.8B
331 檔
16.9%
During the Q4 2024 filing period, Simmons Bank (CIK: 0001674486) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.8B across 331 reported positions.
In Q4 2024, Simmons Bank adopted a defensive or profit-taking posture, trimming 119 positions and completely liquidating 14 holdings to manage risk exposure.
Showing top 200 holdings (of 331 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 9.18% | -1.47% | -0.04% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.66% | -0.19% | -1.24% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.29% | +0.06% | -1.13% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.06% | -0.21% | -1.66% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.48% | -0.04% | -3.14% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.42% | +0.03% | -0.33% | |
| 7 | SFNC | Simmons First Natl Corp-cl A | Stock-Other | 2.16% | -0.06% | -0.62% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | +0.13% | -0.69% | |
| 9 | HDV | Ishares Core High Dividend E | ETF-Other | 1.69% | -0.24% | +12.41% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.66% | -0.21% | -1.89% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.65% | -0.05% | -3.15% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.58% | -0.08% | -4.58% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.50% | -0.18% | -3.47% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.38% | -0.04% | +1.33% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | +0.28% | -0.27% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.29% | -0.12% | -2.34% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.19% | -0.06% | -1.09% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.11% | +0.19% | -2.08% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.11% | +0.09% | -1.21% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | +0.04% | -2.88% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.96% | +0.05% | +0.23% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -0.42% | -1.68% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.88% | -0.38% | -2.91% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | -0.08% | -0.99% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.83% | -0.14% | -0.51% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.82% | -0.11% | -1.02% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.79% | +0.30% | -4.87% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | -0.02% | -1.01% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | — | -0.38% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.77% | — | -1.16% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.76% | -0.02% | -3.59% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.75% | -0.14% | -5.05% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.75% | -0.07% | -3.53% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | +0.11% | -2.59% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.06% | -0.74% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.70% | -0.04% | -1.67% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.68% | +0.14% | -1.07% | |
| 38 | GSBC | Great Southern Bancorp Inc | Stock-Other | 0.67% | +0.03% | -5.56% | |
| 39 | DE | Deere & Co | Stock-Industrials | 0.66% | — | -1.85% | |
| 40 | PSX | Phillips 66 | Stock-Energy | 0.63% | -0.21% | +3.31% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.61% | -0.08% | -2.45% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.61% | -0.15% | +0.01% | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.60% | -0.02% | -2.77% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.60% | -0.05% | -3.27% | |
| 45 | VV | Vanguard Large-cap ETF | ETF-Other | 0.59% | -0.06% | -3.03% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.56% | +0.15% | -2.91% | |
| 47 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.56% | -0.15% | -0.66% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.55% | -0.10% | -0.75% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.55% | -0.06% | -2.27% | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.51% | -0.20% | +0.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | +0.3% | -0.04% | Trim |
| 2 | AMZN | Amazon.com Inc | +0.3% | -0.69% | Trim |
| 3 | NVDA | Nvidia CORP | +0.3% | -1.13% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.27% | Trim |
| 5 | AAPL | Apple Inc | +0.2% | -0.33% | Trim |
| 6 | WMT | Walmart Inc | +0.2% | -1.89% | Trim |
| 7 | TSLA | Tesla Inc | +0.2% | +3.10% | Add |
| 8 | CRM | Salesforce Inc | +0.2% | -1.02% | Trim |
| 9 | HDV | Ishares Core High Dividend E | +0.1% | +12.41% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | -2.88% | Trim |
| 11 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +48.97% | Add |
| 12 | IWF | Ishares Russell 1000 Growth | +0.1% | -3.14% | Trim |
| 13 | MINT | Pimco Enhanced Short Maturit | +0.1% | +320.15% | Add |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | -1.16% | Trim |
| 15 | AVGO | Broadcom Inc | +0.1% | -0.25% | Trim |
| 16 | CSCO | Cisco Systems Inc | +0.1% | -1.07% | Trim |
| 17 | SFNC | Simmons First Natl Corp-cl A | +0.1% | -0.62% | Trim |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.24% | Trim |
| 19 | BAC | Bank Of America CORP | +0.1% | -3.59% | Trim |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +0.70% | Add |
| 21 | FTNT | Fortinet Inc | +0.1% | -1.74% | Trim |
| 22 | TFC | Truist Financial CORP | +0.1% | +30.20% | Add |
| 23 | DIS | Walt Disney Co/the | +0.1% | -2.07% | Trim |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -1.21% | Trim |
| 25 | V | Visa Inc-class A Shares | 0% | -0.72% | Trim |
| 26 | HON | Honeywell International Inc | 0% | -1.95% | Trim |
| 27 | ISRG | Intuitive Surgical Inc | 0% | -0.66% | Trim |
| 28 | ULTA | Ulta Beauty Inc | 0% | +14.12% | Add |
| 29 | TDG | Transdigm Group Inc | 0% | NEW | New buy |
| 30 | BKNG | Booking Holdings Inc | 0% | -4.23% | Trim |
| 31 | ETR | Entergy CORP | 0% | +97.85% | Add |
| 32 | XLY | Ss Consumer Disc Select Sect | 0% | -3.98% | Trim |
| 33 | CWEN | Clearway Energy Inc-c | 0% | NEW | New buy |
| 34 | GILD | Gilead Sciences Inc | 0% | +0.99% | Add |
| 35 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 36 | COST | Costco Wholesale CORP | 0% | -0.51% | Trim |
| 37 | MUR | Murphy Oil CORP | 0% | +43.62% | Add |
| 38 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.33% | Add |
| 39 | XLK | Ss Technology Select Sector | 0% | -2.08% | Trim |
| 40 | FISV | Fiserv Inc | 0% | +111.45% | Add |
| 41 | SHOP | Shopify Inc - Class A | 0% | NEW | New buy |
| 42 | VUG | Vanguard Growth ETF | 0% | -2.91% | Trim |
| 43 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 44 | IYW | Ishares Ustechnology ETF | 0% | -1.11% | Trim |
| 45 | EMR | Emerson Electric Co | 0% | -0.71% | Trim |
| 46 | IVE | Ishares S&p 500 Value ETF | 0% | NEW | New buy |
| 47 | GLD | Spdr Gold Shares | 0% | NEW | New buy |
| 48 | DAL | Delta Air Lines Inc | 0% | NEW | New buy |
| 49 | GTLS | Chart Industries Inc | 0% | NEW | New buy |
| 50 | MA | Mastercard Inc - A | 0% | -0.19% | Trim |
According to official SEC Form 13F filings, Simmons Bank reported a total U.S. public equity portfolio value of $1.8B across 331 disclosed positions in Q4 2024.
During Q4 2024, Simmons Bank's top holdings by market value included ORLY (9.2%)、SPY (3.7%)、NVDA (3.3%). The largest single position, ORLY, represented 9.2% 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, NVDA) accounted for 16.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
TDG
市值: $433.4K
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $388.4K
In Q4 2024, Simmons Bank made 188 total portfolio adjustments, initiating 12 new buys, adding to 43 positions, trimming 119 holdings, and fully liquidating 14 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.