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CIK: 0001674486
Total reported value
$1.8B
$1.8B
334 檔
18.5%
The Q2 2025 SEC filing reveals that Simmons Bank held a total portfolio value of $1.8B, covering 334 public equity positions.
In Q2 2025, Simmons Bank adopted a defensive or profit-taking posture, trimming 117 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including ORLY, NVDA, SPY) accounted for 18.5% of total reported equity market value during Q2 2025.
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 | 9.96% | -1.47% | +1400.99% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.71% | +0.06% | -1.95% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.54% | -0.19% | -3.78% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | -0.21% | -0.34% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.42% | -0.04% | -3.72% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.88% | +0.03% | -0.97% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | +0.13% | -0.64% | |
| 8 | SFNC | Simmons First Natl Corp-cl A | Stock-Other | 1.79% | -0.06% | +0.05% | |
| 9 | HDV | Ishares Core High Dividend E | ETF-Other | 1.68% | -0.24% | -2.45% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.67% | -0.18% | -2.27% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.57% | -0.08% | -3.07% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.54% | -0.12% | -0.91% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.52% | -0.05% | -1.23% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.51% | -0.21% | -10.45% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.27% | +0.04% | -1.34% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.24% | +0.28% | +2.14% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.23% | -0.04% | -3.25% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.15% | +0.09% | -0.62% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 1.15% | +0.19% | -2.70% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.03% | -0.06% | -4.15% | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.92% | — | -0.62% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.92% | -0.10% | +0.91% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.91% | +0.05% | -2.68% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | -0.14% | -0.67% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.42% | -0.78% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.84% | -0.38% | +1.51% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | — | +0.23% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.79% | -0.02% | -1.39% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.78% | -0.07% | -3.17% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.78% | -0.04% | -1.25% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.78% | +0.30% | -0.97% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.77% | -0.08% | +0.61% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | +0.11% | +0.67% | |
| 34 | DE | Deere & Co | Stock-Industrials | 0.76% | — | -0.77% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.73% | +0.14% | -0.73% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | -0.02% | -2.91% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.67% | -0.11% | -1.07% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.06% | -0.65% | |
| 39 | PSX | Phillips 66 | Stock-Energy | 0.63% | -0.21% | -0.97% | |
| 40 | GSBC | Great Southern Bancorp Inc | Stock-Other | 0.63% | +0.03% | -0.67% | |
| 41 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.61% | -0.15% | +2.62% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.60% | -0.14% | -1.18% | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.59% | -0.08% | -2.46% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-Other | 0.59% | -0.06% | -2.59% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.56% | -0.15% | +0.63% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.55% | +0.15% | -2.42% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | -0.06% | -3.88% | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.49% | +0.08% | -1.65% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.48% | -0.02% | -0.05% | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.47% | -0.20% | +0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | -1.95% | Trim |
| 2 | MSFT | Microsoft CORP | +0.7% | -0.34% | Trim |
| 3 | GEV | GE Vernova Inc | +0.3% | NEW | New buy |
| 4 | ORCL | Oracle CORP | +0.3% | +0.91% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.3% | -0.91% | Trim |
| 6 | PANW | Palo Alto Networks Inc | +0.3% | NEW | New buy |
| 7 | ZS | Zscaler Inc | +0.2% | NEW | New buy |
| 8 | NOW | Servicenow Inc | +0.2% | NEW | New buy |
| 9 | WM | Waste Management Inc | +0.2% | +507.03% | Add |
| 10 | IWF | Ishares Russell 1000 Growth | +0.2% | -3.72% | Trim |
| 11 | GS | Goldman Sachs Group Inc | +0.2% | -0.62% | Trim |
| 12 | AVGO | Broadcom Inc | +0.2% | +1.07% | Add |
| 13 | AMZN | Amazon.com Inc | +0.2% | -0.64% | Trim |
| 14 | XLK | Ss Technology Select Sector | +0.1% | -2.70% | Trim |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -1.34% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.14% | Add |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.62% | Trim |
| 18 | AVAV | Aerovironment Inc | +0.1% | +12.53% | Add |
| 19 | DELL | Dell Technologies -c | +0.1% | -1.23% | Trim |
| 20 | KLAC | Kla CORP | +0.1% | -3.14% | Trim |
| 21 | CAT | Caterpillar Inc | +0.1% | -0.97% | Trim |
| 22 | VEA | Vanguard Ftse Developed ETF | +0.1% | -2.27% | Trim |
| 23 | IYW | Ishares Ustechnology ETF | +0.1% | -1.65% | Trim |
| 24 | MCHP | Microchip Technology Inc | +0.1% | -4.63% | Trim |
| 25 | DIS | Walt Disney Co/the | +0.1% | -0.96% | Trim |
| 26 | VEEV | Veeva Systems Inc-class A | +0.1% | +9.94% | Add |
| 27 | VUG | Vanguard Growth ETF | +0.1% | -2.42% | Trim |
| 28 | FLEX | Flex Ltd. | +0.1% | +3.60% | Add |
| 29 | UBER | Uber Technologies Inc | +0.1% | +1.04% | Add |
| 30 | ULTA | Ulta Beauty Inc | +0.1% | +5.95% | Add |
| 31 | BAC | Bank Of America CORP | 0% | -1.39% | Trim |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +0.23% | Add |
| 33 | ISRG | Intuitive Surgical Inc | 0% | +2.62% | Add |
| 34 | BKNG | Booking Holdings Inc | 0% | -2.15% | Trim |
| 35 | ON | On Semiconductor | 0% | +10.44% | Add |
| 36 | TSLA | Tesla Inc | 0% | -3.56% | Trim |
| 37 | MINT | Pimco Enhanced Short Maturit | 0% | +47.29% | Add |
| 38 | CTVA | Corteva Inc | 0% | +6.18% | Add |
| 39 | CSCO | Cisco Systems Inc | 0% | -0.73% | Trim |
| 40 | IBM | Intl Business Machines CORP | 0% | +1.47% | Add |
| 41 | ETN | Eaton Corporation plc | 0% | +0.07% | Add |
| 42 | VGT | Vanguard Info Tech ETF | 0% | -2.79% | Trim |
| 43 | PH | Parker Hannifin CORP | 0% | +2.77% | Add |
| 44 | ADSK | Autodesk Inc | 0% | +1.37% | Add |
| 45 | DE | Deere & Co | 0% | -0.77% | Trim |
| 46 | VV | Vanguard Large-cap ETF | 0% | -2.59% | Trim |
| 47 | XLI | Ss Industrial Select Sector | 0% | -1.30% | Trim |
| 48 | ASML | ASML Holding N.V. | 0% | -0.57% | Trim |
| 49 | EMR | Emerson Electric Co | 0% | -0.59% | Trim |
| 50 | FICO | Fair Isaac CORP | 0% | NEW | New buy |
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 Q2 2025.
During Q2 2025, Simmons Bank's top holdings by market value included ORLY (10.0%)、NVDA (3.7%)、SPY (3.5%). The largest single position, ORLY, represented 10.0% 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.
Top New Position Initiated
GEV
市值: $4.3M
Top Position Liquidated / Trimmed
OMC
前期市值: $1.6M
In Q2 2025, Simmons Bank made 189 total portfolio adjustments, initiating 12 new buys, adding to 54 positions, trimming 117 holdings, and fully liquidating 6 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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