Simmons Bank
Sector Allocation
- Other28.0%$491.5M
- Technology23.8%$417.0M
- Consumer Discretionary12.2%$214.0M
- Financials9.5%$166.9M
- Industrials7.0%$122.6M
- Healthcare5.5%$95.5M
- Consumer Staples4.6%$80.7M
- Energy3.8%$67.1M
- Utilities2.5%$43.2M
- Materials1.7%$29.0M
AUM History
13fpro.ai/research/fund/simmons-bank-1674486
Conviction and streaks
Diversifying · top 10 = 28.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
ORLY
$142.1MNVDA
$65.2MSPY
$51.4MMSFT
$39.9MAAPL
$39.4MGOOGL
$37.8M- ISHARES$36.8M
AMZN
$32.8MSFNC
$29.2MWMT
$27.7MCAT
$27.2M- VANGUARD$26.9M
- ISHARES$26.9M
- ISHARES$23.9M
- VANGUARD$23.5M
JPM
$22.4M- STATE$21.7M
QQQ
$20.8MDELL
$20.5M- ISHARES$19.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/simmons-bank-1674486
Simmons Bank 13F holdings — Q2 2026
$1.8B portfolio (+17.4% QoQ) · 369 holdings · Q2 2026 13F · top 10 are 29% of the stock portfolio
$142.1M
8.1% of stocks
-0.4%This quarter+1.9%Since filed10+ qtrsHeld$65.2M
3.7% of stocks
+4%This quarter+7.6%Since filed10+ qtrsHeld$51.4M
2.9% of stocks
-4%This quarter+2.5%Since filed10+ qtrsHeld$39.9M
2.3% of stocks
+7%This quarter+14.6%Since filed10+ qtrsHeld$39.4M
2.3% of stocks
+4%This quarter+11.3%Since filed10+ qtrsHeld$37.8M
2.2% of stocks
+9%This quarter-11.9%Since filed10+ qtrsHeld- 7
ISHARES RUSSELL 1000 GROWTH - MUTUAL FUND/STO
$36.8M
2.1% of stocks
+295%This quarter—Since filed—HeldAIQuality—Est. buy— $32.8M
1.9% of stocks
+10%This quarter-8.3%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$29.2M
1.7% of stocks
-3%This quarter-1.1%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$27.7M
1.6% of stocks
+13%This quarter+8.2%Since filed10+ qtrsHeld
All holdings — Simmons Bank (Q2 2026)
369 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CATERPILLAR INC | Industrials | $27.2M | 1.6% | 26K | -3% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | VANGUARD FTSE DEVELOPED MARKETS - MUTUAL FUND/STOetf/fund | — | $26.9M | 1.5% | 377K | -5% | — | — | 13F |
| 13 | — | ISHARES CORE S&P SMALL-CAP (MKT) - MUTUAL FUND/STOetf/fund | — | $26.9M | 1.5% | 181K | -4% | — | — | 13F |
| 14 | — | ISHARES HIGH DIVIDEND (MKT) - MUTUAL FUND/STOetf/fund | — | $23.9M | 1.4% | 873K | +395% | — | — | 13F |
| 15 | — | VANGUARD MID-CAP ETF (MKT) - MUTUAL FUND/STOetf/fund | — | $23.5M | 1.3% | 292K | +296% | — | — | 13F |
| 16 | JPMORGAN CHASE & CO | Financials | $22.4M | 1.3% | 68K | +9% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | STATE STREET TECHNOLOGY SELECT - MUTUAL FUND/STO | — | $21.7M | 1.2% | 114K | -4% | — | — | 13F |
| 18 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $20.8M | 1.2% | 28K | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Dell Technologies Inc. | Technology | $20.5M | 1.2% | 48K | -0.4% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES CORE S&P MID-CAP (MKT) - MUTUAL FUND/STOetf/fund | — | $19.8M | 1.1% | 257K | -0.9% | — | — | 13F |
| 21 | Meta Platforms, Inc. | Technology | $18.4M | 1.1% | 33K | +7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | KLA CORP | Technology | $18.3M | 1.1% | 61K | +890% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | ISHARES RUSSELL 2000 (MKT) - MUTUAL FUND/STOetf/fund | — | $17.7M | 1.0% | 59K | +2% | — | — | 13F |
| 24 | GOLDMAN SACHS GROUP INC | Financials | $17.5M | 1.0% | 17K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | LAM RESEARCH CORP | Technology | $17.0M | 1.0% | 39K | +676% | 9 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $16.7M | 0.9% | 24K | -3% | |||
| 27 | $CSCO | CISCO SYSTEMS, INC. | Technology | $15.7M | 0.9% | 134K | -8% | |||
| 28 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $14.6M | 0.8% | 107K | -3% | |||
| 29 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $14.3M | 0.8% | 29K | +29% | |||
| 30 | $DE | DEERE & CO | Industrials | $14.3M | 0.8% | 23K | +4% | |||
| 31 | $CVX | CHEVRON CORP | Energy | $14.2M | 0.8% | 86K | +0.1% | |||
| 32 | $AVGO | Broadcom Inc. | Technology | $14.0M | 0.8% | 37K | +57% | |||
| 33 | — | ISHARES CORE S&P 500 (MKT) - MUTUAL FUND/STO | — | $13.7M | 0.8% | 18K | +2% | |||
| 34 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $13.2M | 0.8% | 232K | -2% | |||
| 35 | — | VANGUARD EMERGING MARKETS STOCK - MUTUAL FUND/STO | — | $13.1M | 0.8% | 219K | -3% | |||
| 36 | $ABBV | AbbVie Inc. | Healthcare | $13.0M | 0.7% | 52K | -1% | |||
| 37 | $LLY | ELI LILLY & Co | Healthcare | $13.0M | 0.7% | 11K | +40% | |||
| 38 | $GEV | GE Vernova Inc. | Industrials | $13.0M | 0.7% | 11K | +31% | |||
| 39 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $12.4M | 0.7% | 13K | +4% | |||
| 40 | $PSX | Phillips 66 | Energy | $12.4M | 0.7% | 74K | -2% | |||
| 41 | — | ISHARES MSCI EAFE (MKT) - MUTUAL FUNDS GL | — | $11.8M | 0.7% | 114K | +3% | |||
| 42 | — | VANGUARD GROWTH ETF (MKT) - MUTUAL FUND/STO | — | $10.8M | 0.6% | 126K | +690% | |||
| 43 | $NEE | NEXTERA ENERGY INC | Utilities | $10.7M | 0.6% | 122K | -0.1% | |||
| 44 | $MU | MICRON TECHNOLOGY INC | Technology | $10.6M | 0.6% | 9,161 | +1% | |||
| 45 | $ETN | Eaton Corp plc | Industrials | $10.0M | 0.6% | 23K | +62% | |||
| 46 | — | ISHARES US TECHNOLOGY (MKT) - MUTUAL FUND/STO | — | $9.7M | 0.6% | 38K | -0.7% | |||
| 47 | $AMGN | AMGEN INC | Healthcare | $9.5M | 0.5% | 26K | +5% | |||
| 48 | $GSBC | GREAT SOUTHERN BANCORP, INC. | Financials | $9.4M | 0.5% | 120K | — | |||
| 49 | $GOOG | Alphabet Inc. | Technology | $9.2M | 0.5% | 26K | +5% | |||
| 50 | $PANW | Palo Alto Networks Inc | Technology | $9.1M | 0.5% | 27K | +15% | |||
| 51 | $MRK | Merck & Co., Inc. | Healthcare | $9.0M | 0.5% | 70K | -1% | |||
| 52 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $8.9M | 0.5% | 25K | -5% | |||
| 53 | $JNJ | JOHNSON & JOHNSON | Healthcare | $8.9M | 0.5% | 35K | +3% | |||
| 54 | — | STATE STREET SPDR S&P DIVIDEND - MUTUAL FUND/STO | — | $8.8M | 0.5% | 58K | -2% | |||
| 55 | $KO | COCA COLA CO | Consumer Staples | $8.8M | 0.5% | 108K | -1% | |||
| 56 | $ORCL | ORACLE CORP | Technology | $8.7M | 0.5% | 59K | -2% | |||
| 57 | — | VANGUARD LARGE CAP ETF (MKT) - MUTUAL FUND/STO | — | $8.2M | 0.5% | 24K | -11% | |||
| 58 | $FLEX | FLEX LTD. | Technology | $7.8M | 0.5% | 48K | -9% | |||
| 59 | $SO | SOUTHERN CO | Utilities | $7.8M | 0.5% | 82K | +0.1% | |||
| 60 | $LMT | LOCKHEED MARTIN CORP | Industrials | $7.8M | 0.4% | 15K | -3% | |||
| 61 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $7.8M | 0.4% | 11K | +11% | |||
| 62 | $PH | Parker-Hannifin Corp | Industrials | $7.6M | 0.4% | 7,787 | +29% | |||
| 63 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $7.3M | 0.4% | 50K | -0.7% | |||
| 64 | — | STATE STREET INDUSTRIAL SELECT - MUTUAL FUND/STO | — | $7.2M | 0.4% | 39K | +1% | |||
| 65 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $7.0M | 0.4% | 18K | -0.9% | |||
| 66 | — | VANGUARD VALUE INDEX FUND ETF - MUTUAL FUND/STO | — | $6.7M | 0.4% | 31K | -2% | |||
| 67 | $IVZ | Invesco Ltd. | Financials | $6.7M | 0.4% | 31K | +2% | |||
| 68 | $LIN | LINDE PLC | Materials | $6.5M | 0.4% | 13K | +45% | |||
| 69 | $PEP | PEPSICO INC | Consumer Staples | $6.4M | 0.4% | 47K | -3% | |||
| 70 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $6.3M | 0.4% | 148K | -1.0% | |||
| 71 | $ASML | ASML HOLDING NV | Technology | $6.3M | 0.4% | 3,147 | +0.3% | |||
| 72 | $TSLA | Tesla, Inc. | Consumer Discretionary | $5.9M | 0.3% | 14K | +11% | |||
| 73 | $DHR | DANAHER CORP /DE/ | Healthcare | $5.8M | 0.3% | 31K | +3% | |||
| 74 | $RTX | RTX Corp | Industrials | $5.8M | 0.3% | 31K | +6% | |||
| 75 | $TXN | TEXAS INSTRUMENTS INC | Technology | $5.5M | 0.3% | 18K | -4% | |||
| 76 | — | ISHARES MSCI EMERGING MARKETS - MUTUAL FUND/STO | — | $5.5M | 0.3% | 80K | +2% | |||
| 77 | — | STATE STREET FINANCIAL SELECT - MUTUAL FUND/STO | — | $5.4M | 0.3% | 102K | -2% | |||
| 78 | — | STATE STREET HEALTH CARE SELECT - MUTUAL FUND/STO | — | $5.4M | 0.3% | 34K | -3% | |||
| 79 | $V | VISA INC. | Financials | $5.4M | 0.3% | 16K | +23% | |||
| 80 | $ICE | Intercontinental Exchange, Inc. | Financials | $5.3M | 0.3% | 43K | +25% | |||
| 81 | — | VANGUARD INFORMATION TECHNOLOGY - MUTUAL FUND/STO | — | $5.1M | 0.3% | 43K | +673% | |||
| 82 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $5.1M | 0.3% | 23K | +10% | |||
| 83 | — | STATE STREET CONSUMER - MUTUAL FUND/STO | — | $5.0M | 0.3% | 43K | -5% | |||
| 84 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $4.9M | 0.3% | 18K | +12% | |||
| 85 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $4.7M | 0.3% | 37K | -2% | |||
| 86 | $UNP | UNION PACIFIC CORP | Industrials | $4.7M | 0.3% | 17K | -0.6% | |||
| 87 | $SNDK | Sandisk Corp | Technology | $4.6M | 0.3% | 2,012 | +3% | |||
| 88 | $NFLX | NETFLIX INC | Communication Services | $4.5M | 0.3% | 62K | +62% | |||
| 89 | $DUK | Duke Energy CORP | Utilities | $4.4M | 0.3% | 35K | -3% | |||
| 90 | $ON | ON SEMICONDUCTOR CORP | Technology | $4.4M | 0.3% | 47K | -7% | |||
| 91 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $4.4M | 0.3% | 8,763 | -2% | |||
| 92 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $4.4M | 0.3% | 48K | -3% | |||
| 93 | $ETR | ENTERGY CORP /DE/ | Utilities | $4.3M | 0.3% | 37K | -8% | |||
| 94 | $CME | CME GROUP INC. | Financials | $4.2M | 0.2% | 19K | +16% | |||
| 95 | $QCOM | QUALCOMM INC/DE | Technology | $4.1M | 0.2% | 22K | -6% | |||
| 96 | $STX | Seagate Technology Holdings plc | Technology | $4.0M | 0.2% | 4,157 | +60% | |||
| 97 | $GLW | CORNING INC /NY | Materials | $4.0M | 0.2% | 15K | +5% | |||
| 98 | $MA | Mastercard Inc | Financials | $3.9M | 0.2% | 7,689 | +10% | |||
| 99 | $DIS | Walt Disney Co | Communication Services | $3.9M | 0.2% | 41K | -7% | |||
| 100 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $3.8M | 0.2% | 53K | -3% | |||
| 101 | — | ISHARES RUSSELL 3000 (MKT) - MUTUAL FUND/STO | — | $3.8M | 0.2% | 8,955 | -4% | |||
| 102 | $CMI | CUMMINS INC | Industrials | $3.8M | 0.2% | 5,345 | -5% | |||
| 103 | $BHP | BHP Group Ltd | Materials | $3.8M | 0.2% | 45K | -0.1% | |||
| 104 | $UBER | Uber Technologies, Inc | Technology | $3.8M | 0.2% | 52K | +14% | |||
| 105 | $CTVA | Corteva, Inc. | Consumer Staples | $3.7M | 0.2% | 44K | -2% | |||
| 106 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $3.7M | 0.2% | 27K | -4% | |||
| 107 | — | STATE STREET COMMUNICATION - MUTUAL FUND/STO | — | $3.6M | 0.2% | 34K | +0.4% | |||
| 108 | $WM | WASTE MANAGEMENT INC | Utilities | $3.6M | 0.2% | 16K | -2% | |||
| 109 | — | STATE STREET CONSUMER STAPLES - MUTUAL FUND/STO | — | $3.5M | 0.2% | 42K | -5% | |||
| 110 | — | ISHARES ESG OPTIMIZED MSCI USA - MUTUAL FUND/STO | — | $3.4M | 0.2% | 22K | — | |||
| 111 | $IRM | IRON MOUNTAIN INC | Real Estate | $3.4M | 0.2% | 27K | +666% | |||
| 112 | $CBRE | CBRE GROUP, INC. | Real Estate | $3.3M | 0.2% | 25K | -1% | |||
| 113 | — | ISHARES CORE TOTAL US BOND - MUTUAL FUND/COR | — | $3.2M | 0.2% | 33K | +3% | |||
| 114 | $DVN | DEVON ENERGY CORP/DE | Energy | $3.2M | 0.2% | 78K | +1088% | |||
| 115 | — | VANGUARD SMALL CAP GROWTH ETF - MUTUAL FUND/STO | — | $3.2M | 0.2% | 8,793 | +33% | |||
| 116 | — | VANGUARD TOTAL STOCK MARKET ETF - MUTUAL FUND/STO | — | $3.2M | 0.2% | 8,577 | +1% | |||
| 117 | $TSN | TYSON FOODS, INC. | Consumer Staples | $3.1M | 0.2% | 54K | -4% | |||
| 118 | — | VANGUARD SMALL CAP ETF (MKT) - MUTUAL FUND/STO | — | $3.1M | 0.2% | 10K | +7% | |||
| 119 | — | STATE STREET ENERGY SELECT - MUTUAL FUND/STO | — | $3.1M | 0.2% | 58K | +5% | |||
| 120 | $TFC | TRUIST FINANCIAL CORP | Financials | $3.1M | 0.2% | 62K | +1% | |||
| 121 | $ABT | ABBOTT LABORATORIES | Healthcare | $3.1M | 0.2% | 34K | -0.3% | |||
| 122 | $XYL | Xylem Inc. | Industrials | $3.0M | 0.2% | 26K | -3% | |||
| 123 | $PFE | PFIZER INC | Healthcare | $3.0M | 0.2% | 125K | -16% | |||
| 124 | $GSK | GSK plc | Healthcare | $3.0M | 0.2% | 57K | -0.8% | |||
| 125 | — | STATE STREET MATERIALS SELECT - MUTUAL FUND/STO | — | $3.0M | 0.2% | 59K | +0.2% | |||
| 126 | $BX | Blackstone Inc. | Financials | $2.9M | 0.2% | 25K | +1086% | |||
| 127 | $IAU | ISHARES GOLD TRUST | Financials | $2.9M | 0.2% | 38K | +37% | |||
| 128 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $2.8M | 0.2% | 8,602 | +456% | |||
| 129 | — | VANGUARD MID-CAP GROWTH ETF - MUTUAL FUND/STO | — | $2.8M | 0.2% | 9,013 | +24% | |||
| 130 | $PHM | PULTEGROUP INC/MI/ | Industrials | $2.8M | 0.2% | 20K | +22% | |||
| 131 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $2.7M | 0.1% | 18K | +0.9% | |||
| 132 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $2.7M | 0.1% | 4,282 | +9% | |||
| 133 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $2.7M | 0.1% | 5,898 | +0.8% | |||
| 134 | $SU | SUNCOR ENERGY INC | Energy | $2.6M | 0.1% | 49K | -0.7% | |||
| 135 | $NDAQ | NASDAQ, INC. | Financials | $2.6M | 0.1% | 33K | -8% | |||
| 136 | — | UTILITIES SELECT SECTOR SPDRR - MUTUAL FUND/STO | — | $2.6M | 0.1% | 57K | -3% | |||
| 137 | $CRM | Salesforce, Inc. | Technology | $2.6M | 0.1% | 17K | -21% | |||
| 138 | $VEEV | VEEVA SYSTEMS INC | Technology | $2.5M | 0.1% | 14K | -5% | |||
| 139 | $KMB | KIMBERLY CLARK CORP | Materials | $2.5M | 0.1% | 23K | +3% | |||
| 140 | — | VANGUARD SMALL CAP VALUE ETF - MUTUAL FUND/STO | — | $2.5M | 0.1% | 10K | -3% | |||
| 141 | $APD | Air Products & Chemicals, Inc. | Materials | $2.5M | 0.1% | 8,366 | -9% | |||
| 142 | $SHEL | Shell plc | Energy | $2.4M | 0.1% | 31K | +0.3% | |||
| 143 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $2.4M | 0.1% | 15K | -14% | |||
| 144 | $EMR | EMERSON ELECTRIC CO | Industrials | $2.4M | 0.1% | 17K | +6% | |||
| 145 | $SCHW | SCHWAB CHARLES CORP | Financials | $2.4M | 0.1% | 26K | -8% | |||
| 146 | $MUR | MURPHY OIL CORP | Energy | $2.4M | 0.1% | 73K | -5% | |||
| 147 | $EQT | EQT Corp | Energy | $2.4M | 0.1% | 44K | +14% | |||
| 148 | $D | DOMINION ENERGY, INC | Utilities | $2.4M | 0.1% | 34K | +4% | |||
| 149 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $2.3M | 0.1% | 4,602 | -0.7% | |||
| 150 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $2.2M | 0.1% | 1,649 | +483% |
What changed in Q2 2026
Against the previous quarter's 13F: 37 new, 147 added to, 151 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (37)
- GLOBAL X US INFRASTRUTURE DEV - MUTUAL FUND/STO$1.9M
first bought this quarter
$PWRQUANTA SERVICES, INC.$1.4M
first bought this quarter
$IRIngersoll Rand Inc.$1.3M
first bought this quarter
$CTASCINTAS CORP$1.1M
first bought this quarter
$VSTVistra Corp.$1.1M
first bought this quarter
- VANECK VECTORS FALLEN ANGEL - MUTUAL FUND/COR$991K
first bought this quarter
+31 more in the Excel export
Added to (147)
- ISHARES RUSSELL 1000 GROWTH - MUTUAL FUND/STO+295%
now $36.8M
- ISHARES HIGH DIVIDEND (MKT) - MUTUAL FUND/STO+395%
now $23.9M
- VANGUARD MID-CAP ETF (MKT) - MUTUAL FUND/STO+296%
now $23.5M
$KLACKLA CORP+890%
now $18.3M · held 10+ qtrs
$LRCXLAM RESEARCH CORP+676%
now $17.0M · held 9 qtrs, 2 adds in a row
- VANGUARD GROWTH ETF (MKT) - MUTUAL FUND/STO+690%
now $10.8M
+141 more in the Excel export
Trimmed (151)
now $51.4M · held 10+ qtrs, 9 trims in a row
- VANGUARD FTSE DEVELOPED MARKETS - MUTUAL FUND/STO-5%
now $26.9M
$CSCOCISCO SYSTEMS, INC.-8%
now $15.7M · held 10+ qtrs
- ISHARES CORE S&P SMALL-CAP (MKT) - MUTUAL FUND/STO-4%
now $26.9M
- VANGUARD LARGE CAP ETF (MKT) - MUTUAL FUND/STO-11%
now $8.2M
now $29.2M · held 10+ qtrs, 2 trims in a row
+145 more in the Excel export
Holdings by quarter
Every 13F Simmons Bank has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Simmons Bank?
Q2 2026 13F filed with the SEC on Jul 31, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Simmons Bank's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+2.0%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 8% over the last 4
Top 10 weight
29%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Simmons Bank disclosed 369 positions worth $1.8B in its Form 13F-HR for Q2 2026, led by $ORLY (O REILLY AUTOMOTIVE INC) at 8.1% of the equity portfolio, followed by $NVDA and $SPY. During the quarter the fund opened 37 new positions and exited 11 and a full exit from $CTRA. The portfolio is most concentrated in Other (28.0% of disclosed assets). All figures are sourced directly from Simmons Bank’s Form 13F-HR filing with the SEC under CIK 1674486.
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