Simmons Bank — 13F Holdings & Portfolio
CIK 1674486 · latest 13F-HR filed 2026-04-23
Simmons Bank manages $1.49B in 13F-reported U.S. long-equity assets across 791 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ORLY (9.54%), NVDA (3.48%), SPY (3.04%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 25 new positions, exited 9, added to 121, and trimmed 106.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.49B
Long-equity book
791
Distinct positions
2026-03-31
Filed 2026-04-23
+25 / −9 / ↑121 / ↓106
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$4.9M +35.7%
- CHEVRON CORP NEW$4.8M +36.5%
- PHILLIPS 66$4.1M +42.9%
- NETFLIX INC$3.4M +973.9%
- WALMART INC$3.0M +12.5%
Top Trims
- MICROSOFT CORP-$9.3M -20.0%
- SALESFORCE-$6.0M -60.4%
- STATE STREET SPDR S&P 500 ETF-$5.3M -10.2%
- ISHARES RUSSELL 1000 GROWTH-$4.6M -12.7%
- NVIDIA CORP-$4.5M -7.7%
New Positions
- EQT CORPORATION$2.5M
- PULTE GROUP INC$1.9M
- MONOLITHIC POWER SYSTEMS INC$1.3M
- SANDISK CORP$1.2M
- HOWMET AEROSPACE INC$1.2M
Exited Positions
- AUTODESK INC$3.3M
- HUBSPOT INC$723.2K
- JEFFERIES FINL GROUP INC COM$692.7K
- FAIR ISAAC CORP$618.8K
- BROADRIDGE FINANCIAL SOLUTIONS$438.3K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | O REILLY AUTOMOTIVE INC | ORLY | 67103H107 | $142.4M | 9.54% | 1,542,374 | SH |
| 2 | NVIDIA CORP | NVDA | 67066G104 | $51.9M | 3.48% | 297,700 | SH |
| 3 | STATE STREET SPDR S&P 500 ETF | SPY | 78462F103 | $45.4M | 3.04% | 69,879 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $33.6M | 2.25% | 90,683 | SH |
| 5 | ISHARES RUSSELL 1000 GROWTH | IWF | 464287614 | $31.4M | 2.10% | 73,653 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $28.3M | 1.89% | 111,380 | SH |
| 7 | WALMART INC | WMT | 931142103 | $25.1M | 1.68% | 202,008 | SH |
| 8 | VANGUARD FTSE DEVELOPED MARKETS | VEA | 921943858 | $25.0M | 1.68% | 390,874 | SH |
| 9 | ALPHABET INC SR | GOOGL | 02079K305 | $25.0M | 1.67% | 86,814 | SH |
| 10 | SIMMONS 1ST NATL CORP | SFNC | 828730200 | $24.8M | 1.66% | 1,276,902 | SH |
| 11 | ISHARES HIGH DIVIDEND (MKT) | HDV | 46429B663 | $23.6M | 1.58% | 173,687 | SH |
| 12 | AMAZON COM INC | AMZN | 023135106 | $23.5M | 1.57% | 112,704 | SH |
| 13 | ISHARES CORE S&P SMALL-CAP (MKT) | IJR | 464287804 | $23.2M | 1.55% | 186,671 | SH |
| 14 | VANGUARD MID-CAP ETF (MKT) | VO | 922908629 | $21.0M | 1.40% | 72,983 | SH |
| 15 | EXXON MOBIL CORP | XOM | 30231G102 | $18.3M | 1.22% | 107,683 | SH |
| 16 | CATERPILLAR INC | CAT | 149123101 | $17.9M | 1.20% | 25,224 | SH |
| 17 | ISHARES CORE S&P MID-CAP (MKT) | IJH | 464287507 | $17.1M | 1.14% | 252,657 | SH |
| 18 | JP MORGAN CHASE & CO | JPM | 46625H100 | $16.8M | 1.13% | 57,132 | SH |
| 19 | INVESCO QQQ TRUST | QQQ | 46090E103 | $16.2M | 1.08% | 28,022 | SH |
| 20 | META PLATFORMS INC | META | 30303M102 | $16.0M | 1.07% | 27,957 | SH |
| 21 | CHEVRON CORP NEW | CVX | 166764100 | $15.8M | 1.06% | 76,341 | SH |
| 22 | STATE STREET TECHNOLOGY SELECT | XLK | 81369Y803 | $15.7M | 1.05% | 117,884 | SH |
| 23 | STATE STREET SPDR S&P MIDCAP 400 | MDY | 78467Y107 | $14.7M | 0.99% | 23,913 | SH |
| 24 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $14.3M | 0.96% | 16,948 | SH |
| 25 | ISHARES RUSSELL 2000 (MKT) | IWM | 464287655 | $14.3M | 0.96% | 57,608 | SH |
| 26 | PHILLIPS 66 | PSX | 718546104 | $12.8M | 0.85% | 70,057 | SH |
| 27 | COSTCO WHOLESALE CORP NEW | COST | 22160K105 | $12.2M | 0.82% | 12,239 | SH |
| 28 | VANGUARD EMERGING MARKETS STOCK | VWO | 922042858 | $12.2M | 0.82% | 225,162 | SH |
| 29 | DEERE & CO | DE | 244199105 | $12.0M | 0.81% | 21,375 | SH |
| 30 | ISHARES CORE S&P 500 (MKT) | IVV | 464287200 | $11.7M | 0.78% | 17,922 | SH |
| 31 | ABBVIE INC SR NT | ABBV | 00287Y109 | $10.9M | 0.73% | 50,178 | SH |
| 32 | NEXTERA ENERGY INC | NEE | 65339F101 | $10.9M | 0.73% | 117,050 | SH |
| 33 | ISHARES MSCI EAFE (MKT) | EFA | 464287465 | $10.5M | 0.70% | 107,933 | SH |
| 34 | CISCO SYSTEMS INC | CSCO | 17275R102 | $10.0M | 0.67% | 129,132 | SH |
| 35 | BERKSHIRE HATHAWAY INC | BRK.B | 084670702 | $9.8M | 0.66% | 20,525 | SH |
| 36 | BANK OF AMERICA CORP | BAC | 060505104 | $9.0M | 0.60% | 184,796 | SH |
| 37 | LOCKHEED MARTIN CORP | LMT | 539830109 | $8.6M | 0.57% | 14,179 | SH |
| 38 | STATE STREET SPDR S&P DIVIDEND | SDY | 78464A763 | $8.2M | 0.55% | 56,095 | SH |
| 39 | AMGEN INC | AMGN | 031162100 | $8.2M | 0.55% | 23,260 | SH |
| 40 | KLA-TENCOR CORP | KLAC | 482480100 | $8.1M | 0.54% | 5,518 | SH |
| 41 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $8.0M | 0.54% | 17,396 | SH |
| 42 | VANGUARD LARGE CAP ETF (MKT) | VV | 922908637 | $7.9M | 0.53% | 26,540 | SH |
| 43 | GREAT SOUTHN BANCORP INC | GSBC | 390905107 | $7.6M | 0.51% | 119,791 | SH |
| 44 | JOHNSON & JOHNSON | JNJ | 478160104 | $7.5M | 0.50% | 30,784 | SH |
| 45 | HOME DEPOT INC | HD | 437076102 | $7.5M | 0.50% | 22,873 | SH |
| 46 | MERCK & CO INC | MRK | 58933Y105 | $7.5M | 0.50% | 62,501 | SH |
| 47 | SOUTHERN CO | SO | 842587107 | $7.5M | 0.50% | 77,599 | SH |
| 48 | DELL TECHNOLOGIES INC COM | DELL | 24703L202 | $7.4M | 0.50% | 45,277 | SH |
| 49 | PEPSICO INC | PEP | 713448108 | $7.3M | 0.49% | 47,207 | SH |
| 50 | ORACLE CORP | ORCL | 68389X105 | $7.1M | 0.48% | 48,293 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-23 | $1.49B | 791 | 0001193125-26-173397 |
| 2025-12-31 | 2026-02-05 | $1.50B | 757 | 0001193125-26-037903 |