SB

Simmons Bank

Diversified strategyMomentum followerQuality / disciplined sizing

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%.

Personality snowflake

Concentration
7.48
Portfolio Stability
13.61
Momentum/Contrarian
100
Sector conviction
47.59
Diversification
100
Sizing Uniformity
76.7

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 343 holdings (of 791 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1ORLYO'reilly Automotive INCStock-Consumer Disc9.58%+0.14%+0.09%
2NVDANvidia CORPStock-Tech3.66%-0.29%-1.28%
3SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth3.12%-0.35%-5.85%
4MSFTMicrosoft CORPStock-Tech2.49%-0.61%+4.50%
5AAPLApple INCStock-Tech2.22%-0.11%+1.72%
6IWFIshares Russell 1000 GrowthETF-Other2.14%-0.31%-3.07%
7GOOGLAlphabet Inc-cl AStock-Comm Services1.88%-0.17%-0.58%
8WMTWalmart INCStock-Consumer Staples1.79%+0.20%+0.87%
9AMZNAmazon.com INCStock-Consumer Disc1.74%-0.13%+2.59%
10SFNCSimmons First Natl Corp-cl AStock-Other1.73%—-6.34%
11VEAVanguard Ftse Developed ETFETF-Other1.71%—+0.23%
12HDVIshares Core High Dividend EETF-Other1.60%—-10.11%
13IJRIshares Core S&p Small-cap EETF-Small Cap1.58%—-0.97%
14VOVanguard Mid-cap ETFETF-Other1.42%—-0.17%
15CATCaterpillar INCStock-Industrials1.25%+0.20%-4.13%
16XOMExxon Mobil CORPStock-Energy1.25%+0.33%-3.71%
17JPMJpmorgan Chase & CoStock-Financials1.24%-0.10%+1.22%
18CVXChevron CORPStock-Energy1.19%+0.32%+0.55%
19IJHIshares Core S&p Midcap ETFETF-Other1.17%—-1.71%
20METAMeta Platforms Inc-class AStock-Comm Services1.17%-0.15%+1.90%
21QQQInvesco Qqq Trust Series 1ETF-Tech1.10%-0.07%-0.71%
22XLKSs Technology Select SectorETF-Tech1.05%-0.17%-6.40%
23MDYState Street Spdr S&p MidcapETF-Other1.01%—-0.22%
24GSGoldman Sachs Group INCStock-Financials1.00%—-3.04%
25IWMIshares Russell 2000 ETFETF-Small Cap0.96%—-0.17%
26PSXPhillips 66Stock-Energy0.92%+0.28%+1.23%
27COSTCostco Wholesale CORPStock-Consumer Staples0.85%+0.13%+2.08%
28VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.82%—+2.22%
29DEDeere & CoStock-Industrials0.82%+0.16%+1.80%
30IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.78%—-1.28%
31BACBank Of America CORPStock-Financials0.77%-0.08%+1.27%
32ABBVAbbvie INCStock-Healthcare0.76%—+3.22%
33NEENextera Energy INCStock-Utilities0.76%+0.13%+2.96%
34CSCOCisco Systems INCStock-Tech0.76%—-0.98%
35EFAIshares Msci Eafe ETFETF-Other0.72%—-1.84%
36BRK-BBerkshire Hathaway Inc-cl BStock-Other0.71%—+0.62%
37LMTLockheed Martin CORPStock-Industrials0.64%+0.16%+6.77%
38KLACKla CORPStock-Tech0.61%+0.09%-4.56%
39ORCLOracle CORPStock-Tech0.60%-0.15%+5.38%
40HDHome Depot INCStock-Consumer Disc0.59%—+0.76%
41AMGNAmgen INCStock-Healthcare0.59%—+2.97%
42SDYSs Spdr S&p Dividend ETFETF-Other0.58%—-0.37%
43MRKMerck & Co. INC.Stock-Healthcare0.57%—+0.02%
44JNJJohnson & JohnsonStock-Healthcare0.56%+0.10%+2.10%
45KOCoca-cola Co/theStock-Consumer Staples0.56%—-0.43%
46ISRGIntuitive Surgical INCStock-Healthcare0.55%-0.11%+2.78%
47VVVanguard Large-cap ETFETF-Other0.53%—-2.87%
48SOSouthern Co/theStock-Utilities0.53%+0.09%+7.75%
49DELLDell Technologies -cStock-Tech0.52%+0.12%+1.52%
50GSBCGreat Southern Bancorp INCStock-Other0.51%-0.09%-18.06%
1–50 of 343

Holding changes this quarter

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).

Position changes disclosed by Simmons Bank for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XOMExxon Mobil CORP+0.3%-3.71%Trim
2CVXChevron CORP+0.3%+0.55%Add
3PSXPhillips 66+0.3%+1.23%Add
4NFLXNetflix INC+0.2%+947.21%Add
5WMTWalmart INC+0.2%+0.87%Add
6CATCaterpillar INC+0.2%-4.13%Trim
7NOCNorthrop Grumman CORP+0.2%+330.18%Add
8ETNEaton Corporation plc+0.2%+71.09%Add
9LMTLockheed Martin CORP+0.2%+6.77%Add
10DEDeere & Co+0.2%+1.80%Add
11GEVGE Vernova INC+0.1%+5.63%Add
12ORLYO'reilly Automotive INC+0.1%+0.09%Add
13COSTCostco Wholesale CORP+0.1%+2.08%Add
14NEENextera Energy INC+0.1%+2.96%Add
15DELLDell Technologies -c+0.1%+1.52%Add
16AMATApplied Materials INC+0.1%+57.70%Add
17VZVerizon Communications INC+0.1%+1.31%Add
18JNJJohnson & Johnson+0.1%+2.10%Add
19GLWCorning INC+0.1%+109.56%Add
20SOSouthern Co/the+0.1%+7.75%Add
21KLACKla CORP+0.1%-4.56%Trim
22QQQInvesco Qqq Trust Series 1-0.1%-0.71%Trim
23LLYEli Lilly & Co-0.1%+0.87%Add
24VUGVanguard Growth ETF-0.1%-3.85%Trim
25BACBank Of America CORP-0.1%+1.27%Add
26GSBCGreat Southern Bancorp INC-0.1%-18.06%Trim
27JPMJpmorgan Chase & Co-0.1%+1.22%Add
28MINTPimco Enhanced Short Maturit-0.1%-69.06%Trim
29AAPLApple INC-0.1%+1.72%Add
30ISRGIntuitive Surgical INC-0.1%+2.78%Add
31AMZNAmazon.com INC-0.1%+2.59%Add
32METAMeta Platforms Inc-class A-0.2%+1.90%Add
33ORCLOracle CORP-0.2%+5.38%Add
34GOOGLAlphabet Inc-cl A-0.2%-0.58%Trim
35XLKSs Technology Select Sector-0.2%-6.40%Trim
36ADBEAdobe INC-0.2%-53.07%Trim
37FTNTFortinet INC-0.2%-94.19%Trim
38ACNAccenture plc-0.2%-76.43%Trim
39BKNGBooking Holdings INC-0.3%-88.93%Trim
40NVDANvidia CORP-0.3%-1.28%Trim
41IWFIshares Russell 1000 Growth-0.3%-3.07%Trim
42SPYSs Spdr S&p 500 ETF Trust-us-0.4%-5.85%Trim
43CRMSalesforce INC-0.4%-43.86%Trim
44MSFTMicrosoft CORP-0.6%+4.50%Add
45ADSKAutodesk INC—EXITSold out
46EQTEqt CORP—NEWNew buy
47PHMPultegroup INC—NEWNew buy
48MPWRMonolithic Power Systems INC—NEWNew buy
49SNDKSandisk CORP—NEWNew buy
50HWMHowmet Aerospace INC—NEWNew buy

FAQ

What is Simmons Bank and what type of investor is it?
Simmons Bank is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.5B, spread across 791 disclosed positions.
What are Simmons Bank's largest equity positions?
Based on the latest 13F filing, Simmons Bank's top holdings by market value are: 1. O'reilly Automotive INC (ORLY) — $143.1M (9.6%) 2. Nvidia CORP (NVDA) — $54.6M (3.7%) 3. Ss Spdr S&p 500 ETF Trust-us (SPY) — $46.6M (3.1%) 4. Microsoft CORP (MSFT) — $37.1M (2.5%) 5. Apple INC (AAPL) — $33.1M (2.2%)
What changes did Simmons Bank make in its most recent portfolio filing?
In the latest reported quarter, Simmons Bank made 50 notable position adjustments: 5 new positions were initiated, 27 existing holdings were added to, 17 positions were partially reduced, and 1 were completely exited. The largest of these moves: 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)
What sectors does Simmons Bank focus on?
Simmons Bank is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 29.4% • Health Care: 12.7% • Financials: 11.2% • Communication Services: 10.7% • Consumer Staples: 9.8% • Industrials: 9.8%