Simmons Bank

Bank

CIK

1674486

Location

Pine Bluff, AR

Portfolio Value

Mid $1,330,907,229

Diversification

Diversified

Reports for

Simmons First National Corp King Luther Capital Management Corp

Files via

King Luther Captial Management Corp

Filing Date

Global Rank

#1,123 / 6,964 ▲ 536

Top Industry

Auto Parts 11.6%

3Y Alpha vs SPY

+82.4%

Period ended 46 days ago

Filed Jul 31, 2026 · 15d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+744.5%

SPY

+75.6%

Annualised alpha

+83.0%

Max drawdown

−15.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

260 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.7%

−1.6 pts

Top 5

25.4%

−1.8 pts

Top 10

37.0%

−1.9 pts

HHI

242

Diversified−36

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.1%	$347,869,083	51
Consumer Cyclical	16.1%	$213,965,399	21
Financial Services	11.4%	$151,092,219	35
Industrials	10.2%	$135,408,950	50
Healthcare	7.4%	$98,635,397	24
Unclassified	7.2%	$95,281,850	6
Consumer Defensive	5.8%	$77,508,413	15
Communication Services	5.4%	$72,297,174	7
Energy	5.0%	$67,126,858	20
Utilities	2.8%	$37,908,338	13
Basic Materials	1.8%	$24,098,440	13
Real Estate	0.7%	$9,715,108	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DVN	Devon Energy Corp/De	+71,807	78,407	$3,239,776
KLAC	Kla Corp	+54,637	60,774	$18,336,123
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
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
BRK-B	Berkshire Hathaway Inc	+6,489	28,630	$14,326,162
UBER	Uber Technologies, Inc	+6,342	52,012	$3,753,185
AAPL	Apple Inc.	+5,659	136,153	$39,397,231
JPM	Jpmorgan Chase & Co	+5,553	68,402	$22,390,024
EQT	EQT Corp	+5,510	44,453	$2,363,564
CEG	Constellation Energy Corp	+4,847	6,827	$1,695,621
CMCSA	Comcast Corp	+4,698	22,493	$552,202
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SFNC	Simmons First National Corp	−36,387	1,290,978	$29,240,650
PFE	Pfizer Inc	−24,486	125,117	$3,012,817
GOOGL	Alphabet Inc.	−16,294	105,804	$37,811,172
CSCO	Cisco Systems, Inc.	−11,757	133,798	$15,715,911
SLI	Standard Lithium Ltd.	−10,100	31,236	$85,899
TRMB	Trimble Inc.	−7,517	8,756	$448,132
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
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
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
AMT	American Tower Corp /Ma/	−2,333	14,729	$2,409,221
SCHW	Schwab Charles Corp	−2,165	25,706	$2,371,892
HON	Honeywell International Inc	−2,067	2,092	$468,397
SLB	Slb Limited/Nv	−2,058	43,986	$2,044,907
MO	Altria Group, Inc.	−1,668	53,080	$3,819,105
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 positions

Ticker	Company	Shares	Value
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
URI	United Rentals, Inc.	870	$985,613
WCN	Waste Connections, Inc.	4,735	$789,275
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	$461,913
PLD	Prologis, Inc.	2,380	$322,418
AZO	Autozone Inc	93	$297,222
BWXT	BWX Technologies, Inc.	1,415	$275,429
MAR	Marriott International Inc /Md/	731	$270,901
COF	Capital One Financial Corp	1,286	$257,996
AMP	Ameriprise Financial Inc	552	$253,235
PGR	Progressive Corp/Oh/	1,127	$246,193
DOV	DOVER Corp	1,088	$244,016
MRVL	Marvell Technology, Inc.	795	$236,822
SPG	Simon Property Group Inc.	1,030	$230,359
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	397,336	$25,461,289
XLB	State Street Materials Select Sector SPDR ETF	58,606	$2,928,541
VB	Vanguard Morningstar Small-Cap ETF	9,553	$2,502,121
VIG	Vanguard Dividend Appreciation ETF	5,025	$1,080,675
ACN	Accenture plc	3,708	$735,258
BF-A	Brown Forman Corp	24,489	$647,489
ALC	Alcon Inc	7,461	$562,186
EXE	EXPAND ENERGY Corp	4,783	$525,076
BNDX	Vanguard Total International Bond ETF	9,444	$453,784
IBB	iShares Biotechnology ETF	2,675	$451,673
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
AEM	Agnico Eagle Mines Ltd	1,125	$228,352
DXCM	Dexcom Inc	3,370	$211,636
CTRA	Coterra Energy Inc.	91,267	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

260 tracked positions · $1,330,907,229 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 260 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	1,543,326	-6,695	$142,124,889	−0.7%	10.68%
NVDA	Nvidia Corp Technology	Added	325,980	+12,917	$65,225,336	+19.5%	4.90%
SPY	Spdr S&P 500 ETF Trust	Reduced	68,823	-2,797	$51,394,950	+10.3%	3.86%
MSFT	Microsoft Corp Technology	Added	107,007	+6,685	$39,915,748	+7.5%	3.00%
AAPL	Apple Inc. Technology	Added	136,153	+5,659	$39,397,231	+19.0%	2.96%
GOOGL	Alphabet Inc. Communication Services	Reduced	105,804	-16,294	$37,811,172	+7.7%	2.84%
AMZN	Amazon Com Inc Consumer Cyclical	Added	137,436	+12,905	$32,756,494	+26.3%	2.46%
SFNC	Simmons First National Corp Financial Services	Reduced	1,290,978	-36,387	$29,240,650	+13.3%	2.20%
WMT	Walmart Inc. Consumer Defensive	Added	244,139	+28,671	$27,651,181	+3.3%	2.08%
CAT	Caterpillar Inc Industrials	Reduced	25,528	-737	$27,184,764	+46.1%	2.04%
JPM	Jpmorgan Chase & Co Financial Services	Added	68,402	+5,553	$22,390,024	+21.1%	1.68%
QQQ	Invesco Qqq Trust, Series 1	Reduced	28,293	-59	$20,834,964	+27.3%	1.57%
DELL	Dell Technologies Inc. Technology	Reduced	47,530	-170	$20,507,293	+161.9%	1.54%
META	Meta Platforms, Inc. Communication Services	Added	32,612	+2,039	$18,370,011	+5.0%	1.38%
KLAC	Kla Corp Technology	Added	60,774	+54,637	$18,336,123	+102.9%	1.38%
GS	Goldman Sachs Group Inc Financial Services	Reduced	17,287	-427	$17,483,552	+16.7%	1.31%
LRCX	Lam Research Corp Technology	Added	39,171	+34,121	$16,973,969	+1473.1%	1.28%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	23,674	-787	$16,650,870	+10.4%	1.25%
CSCO	Cisco Systems, Inc. Technology	Reduced	133,798	-11,757	$15,715,911	+39.2%	1.18%
XOM	ExxonMobil Holdings Corp Energy	Reduced	106,802	-2,846	$14,601,967	−21.5%	1.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	28,630	+6,489	$14,326,162	+26.5%	1.08%
DE	Deere & Co Industrials	Added	22,538	+887	$14,296,527	+17.2%	1.07%
CVX	Chevron Corp Energy	Added	85,915	+55	$14,241,268	−19.8%	1.07%
AVGO	Broadcom Inc. Technology	Added	36,994	+13,438	$13,974,481	+91.7%	1.05%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	231,817	-3,543	$13,208,931	+15.1%	0.99%
ABBV	AbbVie Inc. Healthcare	Reduced	51,844	-618	$13,046,023	+14.3%	0.98%
LLY	ELI LILLY & Co Healthcare	Added	10,864	+3,080	$13,030,606	+82.0%	0.98%
GEV	GE Vernova Inc. Industrials	Added	11,041	+2,605	$12,971,627	+76.2%	0.97%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	13,298	+568	$12,439,878	−1.9%	0.93%
PSX	Phillips 66 Energy	Reduced	73,577	-1,655	$12,438,190	−9.2%	0.93%
NEE	Nextera Energy Inc Utilities	Reduced	121,543	-148	$10,667,828	−5.6%	0.80%
MU	Micron Technology Inc Technology	Added	9,161	+116	$10,574,450	+246.0%	0.79%
ETN	Eaton Corp plc Industrials	Added	23,396	+8,937	$9,969,501	+92.8%	0.75%
AMGN	Amgen Inc Healthcare	Added	26,161	+1,336	$9,473,419	+8.5%	0.71%
GSBC	Great Southern Bancorp, Inc. Financial Services	Held	119,791	0	$9,392,812	+24.2%	0.71%
PANW	Palo Alto Networks Inc Technology	Added	26,617	+3,513	$9,076,928	+145.1%	0.68%
MRK	Merck & Co., Inc. Healthcare	Reduced	70,419	-878	$9,048,841	+5.5%	0.68%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	25,317	-1,341	$8,928,797	+1.8%	0.67%
JNJ	Johnson & Johnson Healthcare	Added	35,136	+893	$8,923,488	+6.6%	0.67%
KO	Coca Cola Co Consumer Defensive	Reduced	108,119	-1,567	$8,786,829	+5.3%	0.66%
ORCL	Oracle Corp Technology	Reduced	59,388	-1,056	$8,703,309	−2.1%	0.65%
FLEX	Flex Ltd. Technology	Reduced	48,395	-4,541	$7,843,376	+126.3%	0.59%
SO	Southern Co Utilities	Added	81,775	+56	$7,826,684	−0.8%	0.59%
LMT	Lockheed Martin Corp Industrials	Reduced	15,236	-515	$7,762,131	−18.5%	0.58%
AMAT	Applied Materials Inc /De Technology	Added	10,734	+1,048	$7,760,682	+134.4%	0.58%
PH	Parker-Hannifin Corp Industrials	Added	7,787	+1,740	$7,616,619	+40.7%	0.57%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	49,705	-329	$7,288,738	+0.9%	0.55%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	17,634	-154	$7,012,688	−14.5%	0.53%
LIN	Linde PLC Basic Materials	Added	12,537	+3,916	$6,505,950	+52.2%	0.49%
PEP	Pepsico Inc Consumer Defensive	Reduced	46,939	-1,329	$6,355,540	−15.2%	0.48%

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.