Simmons Bank
Reports for
Simmons First National Corp
King Luther Capital Management Corp
Files via
King Luther Captial Management Corp
Filing Date
Global Rank
#1,682
/ 8,811
▲ 78
Top Industry
Auto Parts
11.5%
Period ended 4 months ago
Filed Jul 31, 2026 · 3mo
26 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Unknown
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 39.3%, 40.2 effective positions, active share 52.6% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
8.2% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 23.4 quarters (12+), a floor since 84.7% of the book was already held when coverage starts
Closest benchmark: every 13F filer's combined book, active share 52.6%; sector active share 24.5% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
369 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
8.8%
−2.1 pts
Top 5
27.3%
+2.6 pts
Top 10
39.3%
+2.7 pts
HHI
249
Diversified+9
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 28.5% | $500,302,628 |
| Technology | 19.8% | $347,869,083 |
| Consumer Cyclical | 12.2% | $213,965,399 |
| Financial Services | 9.0% | $158,296,641 |
| Industrials | 7.7% | $135,409,535 |
| Healthcare | 5.6% | $98,635,397 |
| Communication Services | 4.6% | $81,457,253 |
| Consumer Defensive | 4.5% | $78,161,044 |
| Energy | 3.8% | $67,126,858 |
| Utilities | 2.2% | $37,908,338 |
| Basic Materials | 1.4% | $24,098,440 |
| Real Estate | 0.6% | $9,715,108 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | +696,412 | 872,596 | $23,917,855 | ||
| IWF | iShares Russell 1000 Growth ETF | +221,438 | 296,510 | $36,817,645 | |
| VO | VANGUARD MID-CAP INDEX FUND | +218,038 | 291,810 | $23,511,130 | |
| VUG | VANGUARD GROWTH INDEX FUND | +109,751 | 125,654 | $10,823,835 | |
| DVN | Devon Energy Corp/De | +71,807 | 78,407 | $3,239,776 | |
| KLAC | Kla Corp | +54,637 | 60,774 | $18,336,123 | |
| BKLN | Invesco Ltd. | +39,340 | 49,750 | $1,013,407 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +37,351 | 42,901 | $5,127,527 | |
| LRCX | Lam Research Corp | +34,121 | 39,171 | $16,973,969 | |
| WMT | Walmart Inc. | +28,671 | 244,139 | $27,651,181 | |
| NFLX | Netflix Inc | +23,946 | 62,431 | $4,457,571 | |
| IRM | Iron Mountain Inc | +23,615 | 27,160 | $3,430,579 | |
| BX | Blackstone Inc. | +22,614 | 24,696 | $2,905,978 | |
| AVGO | Broadcom Inc. | +13,438 | 36,994 | $13,974,481 | |
| NVDA | Nvidia Corp | +12,917 | 325,980 | $65,225,336 | |
| AMZN | Amazon Com Inc | +12,905 | 137,436 | $32,756,494 | |
| SLV | iShares Silver Trust | +12,290 | 34,374 | $1,837,977 | |
| SHOP | Shopify Inc. | +11,361 | 14,372 | $1,640,994 | |
| IAU | Ishares Gold Trust | +10,372 | 38,467 | $2,904,643 | |
| ETN | Eaton Corp plc | +8,937 | 23,396 | $9,969,501 | |
| ICE | Intercontinental Exchange, Inc. | +8,505 | 43,088 | $5,304,562 | |
| GOOGL | Alphabet Inc. | +8,354 | 105,804 | $37,811,172 | |
| CVS | CVS HEALTH Corp | +7,604 | 11,614 | $1,201,467 | |
| HLT | Hilton Worldwide Holdings Inc. | +7,054 | 8,602 | $2,842,616 | |
| MSFT | Microsoft Corp | +6,685 | 107,007 | $39,915,748 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SFNC | Simmons First National Corp | −36,387 | 1,290,978 | $29,240,650 | |
| PFE | Pfizer Inc | −24,486 | 125,117 | $3,012,817 | |
| VEA | Vanguard FTSE Developed Markets ETF | −20,372 | 376,964 | $26,858,684 | |
| CSCO | Cisco Systems, Inc. | −11,757 | 133,798 | $15,715,911 | |
| SLI | Standard Lithium Ltd. | −10,100 | 31,236 | $85,899 | |
| IJR | iShares Core S&P Small-Cap ETF | −8,444 | 181,078 | $26,855,677 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −7,834 | 219,076 | $13,076,645 | |
| TRMB | Trimble Inc. | −7,517 | 8,756 | $448,132 | |
| IWR | iShares Russell Mid-Cap ETF | −6,980 | 12,518 | $1,380,985 | |
| ORLY | O Reilly Automotive Inc | −6,695 | 1,543,326 | $142,124,889 | |
| FLEX | Flex Ltd. | −4,541 | 48,395 | $7,843,376 | |
| CRM | Salesforce, Inc. | −4,415 | 16,543 | $2,591,624 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −4,239 | 114,053 | $21,729,376 | |
| RIG | Transocean Ltd. | −4,000 | 24,000 | $117,360 | |
| FANG | Diamondback Energy, Inc. | −3,923 | 6,222 | $1,093,702 | |
| MUR | Murphy Oil Corp | −3,716 | 72,758 | $2,369,000 | |
| BAC | Bank Of America Corp /De/ | −3,543 | 231,817 | $13,208,931 | |
| ON | On Semiconductor Corp | −3,309 | 46,606 | $4,406,130 | |
| DIS | Walt Disney Co | −3,100 | 40,746 | $3,921,802 | |
| ETR | Entergy Corp /De/ | −3,077 | 37,441 | $4,300,473 | |
| NDAQ | Nasdaq, Inc. | −2,869 | 33,079 | $2,607,286 | |
| XOM | ExxonMobil Holdings Corp | −2,846 | 106,802 | $14,601,967 | |
| VV | VANGUARD LARGE-CAP INDEX FUND | −2,832 | 23,708 | $8,153,418 | |
| SPY | Spdr S&P 500 ETF Trust | −2,797 | 68,823 | $51,394,950 | |
| TSN | Tyson Foods, Inc. | −2,403 | 54,273 | $3,107,129 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PAVE | Global X U.S. Infrastructure Development ETF | 31,572 | $1,860,222 | |
| PWR | Quanta Services, Inc. | 1,992 | $1,434,319 | |
| IR | Ingersoll Rand Inc. | 15,457 | $1,267,319 | |
| CTAS | Cintas Corp | 6,635 | $1,128,479 | |
| VST | Vistra Corp. | 6,709 | $1,064,248 | |
| ANGL | VanEck Fallen Angel High Yield Bond ETF | 33,900 | $991,236 | |
| URI | United Rentals, Inc. | 870 | $985,613 | |
| AVEM | Avantis Emerging Markets Equity ETF | 8,257 | $796,717 | |
| WCN | Waste Connections, Inc. | 4,735 | $789,275 | |
| IEMG | iShares Trust | 7,230 | $598,933 | |
| SFM | Sprouts Farmers Market, Inc. | 7,020 | $593,751 | |
| IQV | Iqvia Holdings Inc. | 2,917 | $563,622 | |
| PLTR | Palantir Technologies Inc. | 4,724 | $551,149 | |
| SNA | Snap-on Inc | 1,291 | $519,498 | |
| CLH | Clean Harbors Inc | 1,665 | $497,418 | |
| HONA | Honeywell Aerospace Inc. | 2,092 | $462,498 | |
| CWB | State Street(R) SPDR(R) Bloomberg Convertible Securities ETF | 4,090 | $440,983 | |
| TQQQ | ProShares UltraPro QQQ | 4,626 | $374,706 | |
| DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 6,840 | $373,669 | |
| IWD | iShares Russell 1000 Value ETF | 1,353 | $328,007 | |
| PLD | Prologis, Inc. | 2,380 | $322,418 | |
| AZO | Autozone Inc | 93 | $297,222 | |
| SHLD | Global X Defense Tech ETF | 4,781 | $285,473 | |
| BWXT | BWX Technologies, Inc. | 1,415 | $275,429 | |
| MAR | Marriott International Inc /Md/ | 731 | $270,901 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ACN | Accenture plc | 3,708 | $735,258 | |
| ALC | Alcon Inc | 7,461 | $562,186 | |
| EXE | EXPAND ENERGY Corp | 4,783 | $525,076 | |
| ASO | Academy Sports & Outdoors, Inc. | 7,108 | $401,246 | |
| MCO | Moodys Corp /De/ | 839 | $366,013 | |
| BKNG | Booking Holdings Inc. | 83 | $349,456 | |
| INTU | Intuit Inc. | 732 | $316,500 | |
| FTSM | First Trust Enhanced Short Maturity ETF | 3,930 | $234,935 | |
| AEM | Agnico Eagle Mines Ltd | 1,125 | $228,352 | |
| DXCM | Dexcom Inc | 3,370 | $211,636 | |
| — | 91,267 | $0 | ||
| No positions match the current search. | ||||
369 tracked positions ·
$1,752,945,724 total
· filing declares
832 positions · $1,753,209,419
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 369 positions by value
· page 1 of 8
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Reduced | 1,543,326 | $142,124,889 | 8.11% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 325,980 | $65,225,336 | 3.72% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 68,823 | $51,394,950 | 2.93% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 107,007 | $39,915,748 | 2.28% | |
| AAPL |
Apple Inc.
Technology
|
Added | 136,153 | $39,397,231 | 2.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 105,804 | $37,811,172 | 2.16% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 296,510 | $36,817,645 | 2.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 137,436 | $32,756,494 | 1.87% | |
| SFNC |
Simmons First National Corp
Financial Services
|
Reduced | 1,290,978 | $29,240,650 | 1.67% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 244,139 | $27,651,181 | 1.58% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 25,528 | $27,184,764 | 1.55% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 376,964 | $26,858,684 | 1.53% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Reduced | 181,078 | $26,855,677 | 1.53% | |
|
|
Added | 872,596 | $23,917,855 | 1.36% | ||
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 291,810 | $23,511,130 | 1.34% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 68,402 | $22,390,024 | 1.28% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 114,053 | $21,729,376 | 1.24% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 28,293 | $20,834,964 | 1.19% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 47,530 | $20,507,293 | 1.17% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 256,823 | $19,803,621 | 1.13% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 32,612 | $18,370,011 | 1.05% | |
| KLAC |
Kla Corp
Technology
|
Added | 60,774 | $18,336,123 | 1.05% | |
| IWM |
iShares Russell 2000 ETF
|
Added | 58,758 | $17,653,839 | 1.01% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 17,287 | $17,483,552 | 1.00% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 39,171 | $16,973,969 | 0.97% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 23,674 | $16,650,870 | 0.95% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 133,798 | $15,715,911 | 0.90% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 106,802 | $14,601,967 | 0.83% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 28,630 | $14,326,162 | 0.82% | |
| DE |
Deere & Co
Industrials
|
Added | 22,538 | $14,296,527 | 0.82% | |
| CVX |
Chevron Corp
Energy
|
Added | 85,915 | $14,241,268 | 0.81% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 36,994 | $13,974,481 | 0.80% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 18,311 | $13,712,924 | 0.78% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 231,817 | $13,208,931 | 0.75% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 219,076 | $13,076,645 | 0.75% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 51,844 | $13,046,023 | 0.74% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 10,864 | $13,030,606 | 0.74% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 11,041 | $12,971,627 | 0.74% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 13,298 | $12,439,878 | 0.71% | |
| PSX |
Phillips 66
Energy
|
Reduced | 73,577 | $12,438,190 | 0.71% | |
| EFA |
iShares MSCI EAFE ETF
|
Added | 113,954 | $11,837,540 | 0.68% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 125,654 | $10,823,835 | 0.62% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 121,543 | $10,667,828 | 0.61% | |
| MU |
Micron Technology Inc
Technology
|
Added | 9,161 | $10,574,450 | 0.60% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 23,396 | $9,969,501 | 0.57% | |
| IYW |
iShares, Inc.
|
Reduced | 38,347 | $9,672,263 | 0.55% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 26,161 | $9,473,419 | 0.54% | |
| GSBC |
Great Southern Bancorp, Inc.
Financial Services
|
Held | 119,791 | $9,392,812 | 0.54% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 25,925 | $9,160,079 | 0.52% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 26,617 | $9,076,928 | 0.52% |
Showing the top 50 of 369 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.