Simmons Bank

Bank

CIK

1674486

Location

Pine Bluff, AR

Portfolio Value

Mid $1,126,677,053

Diversification

Diversified

Filing Date

Global Rank

#1,645 / 8,605 ▲ 59 · as of Mar 2026

Top Industry

Auto Parts 13.8%

3Y Alpha vs SPY

-4.5%

Period ended 3 months ago

Filed Apr 23, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.0%

SPY

+76.5%

Annualised alpha

-4.4%

Max drawdown

−17.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

248 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.7%

+0.0 pts

Top 5

27.9%

−2.0 pts

Top 10

39.0%

−2.5 pts

HHI

288

Diversified−16

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	20.8%	$234,463,575	51
Consumer Cyclical	18.1%	$204,481,245	21
Financial Services	11.4%	$128,235,740	33
Industrials	8.9%	$99,811,415	40
Healthcare	8.2%	$92,551,934	25
Unclassified	7.3%	$82,412,958	6
Energy	7.2%	$81,086,333	22
Consumer Defensive	6.8%	$76,583,864	14
Communication Services	5.6%	$62,732,906	7
Utilities	3.3%	$36,800,133	12
Basic Materials	1.8%	$20,823,808	14
Real Estate	0.6%	$6,693,142	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+34,810	38,485	$3,700,331
NDAQ	Nasdaq, Inc.	+12,842	35,948	$3,051,625
HRL	Hormel Foods Corp /De/	+8,915	32,837	$743,758
GLW	Corning Inc /Ny	+7,745	14,814	$2,014,258
IAU	Ishares Gold Trust	+7,419	28,095	$2,476,855
CBSH	Commerce Bancshares Inc /Mo/	+6,766	21,610	$1,063,212
MO	Altria Group, Inc.	+6,022	54,748	$3,612,820
ETN	Eaton Corp plc	+6,008	14,459	$5,171,548
SO	Southern Co	+5,880	81,719	$7,887,516
SLB	Slb Limited/Nv	+4,669	46,044	$2,366,200
UBER	Uber Technologies, Inc	+4,538	45,670	$3,285,042
TSN	Tyson Foods, Inc.	+4,470	56,676	$3,631,230
D	Dominion Energy, Inc	+4,395	33,187	$2,051,620
MSFT	Microsoft Corp	+4,318	100,322	$37,136,193
SWKS	Skyworks Solutions, Inc.	+4,308	11,826	$633,282
ON	On Semiconductor Corp	+3,693	49,915	$3,090,735
NOC	Northrop Grumman Corp /De/	+3,556	4,633	$3,160,816
AMAT	Applied Materials Inc /De	+3,544	9,686	$3,310,577
NEE	Nextera Energy Inc	+3,495	121,691	$11,302,660
AMZN	Amazon Com Inc	+3,143	124,531	$25,936,069
ORCL	Oracle Corp	+3,086	60,444	$8,891,915
BAC	Bank Of America Corp /De/	+2,945	235,360	$11,473,799
NOW	ServiceNow, Inc.	+2,739	17,334	$1,812,268
TROW	Price T Rowe Group Inc	+2,660	12,381	$1,116,022
CTVA	Corteva, Inc.	+2,654	44,640	$3,736,813
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SFNC	Simmons First National Corp	−89,921	1,327,365	$25,817,247
SLI	Standard Lithium Ltd.	−69,900	41,336	$140,955
FTNT	Fortinet, Inc.	−40,629	2,505	$204,708
VUZI	Vuzix Corp	−40,000	26,800	$61,908
GSBC	Great Southern Bancorp, Inc.	−26,400	119,791	$7,562,405
CRM	Salesforce, Inc.	−16,373	20,958	$3,912,228
ACN	Accenture plc	−12,023	3,708	$735,258
SLV	iShares Silver Trust	−10,665	22,084	$1,504,803
ADBE	Adobe Inc.	−6,820	6,032	$1,466,257
SPY	Spdr S&P 500 ETF Trust	−4,447	71,620	$46,577,349
XOM	Exxon Mobil Corp	−4,230	109,648	$18,602,877
NVDA	Nvidia Corp	−4,048	313,063	$54,598,185
BMY	Bristol Myers Squibb Co	−3,945	36,219	$2,196,681
MUR	Murphy Oil Corp	−3,792	76,474	$3,154,552
GSK	GSK plc	−2,636	57,886	$3,194,727
UBS	UBS Group AG	−2,168	6,399	$250,008
ZTS	Zoetis Inc.	−1,855	5,265	$622,374
APD	Air Products & Chemicals, Inc.	−1,687	9,238	$2,683,545
CTRA	Coterra Energy Inc.	−1,649	91,267	$3,207,120
CSCO	Cisco Systems, Inc.	−1,444	145,555	$11,293,610
CAT	Caterpillar Inc	−1,132	26,265	$18,607,700
HON	Honeywell International Inc	−1,121	4,159	$940,058
CEF	Sprott Physical Gold & Silver Trust	−1,113	8,516	$406,383
T	At&T Inc.	−1,092	44,180	$1,280,776
RF	Regions Financial Corp	−1,080	11,665	$304,689
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 positions

Ticker	Company	Shares	Value
EQT	EQT Corp	38,943	$2,478,331
PHM	Pultegroup Inc/Mi/	16,460	$1,935,859
MPWR	Monolithic Power Systems Inc	1,166	$1,274,844
SNDK	Sandisk Corp	1,945	$1,235,735
HWM	Howmet Aerospace Inc.	5,017	$1,156,216
TER	Teradyne, Inc	3,632	$1,076,741
FCX	Freeport-Mcmoran Inc	14,189	$834,028
HLT	Hilton Worldwide Holdings Inc.	1,548	$470,715
CR	Crane Co	2,363	$404,073
IRM	Iron Mountain Inc	3,545	$362,086
AZN	Astrazeneca PLC	1,385	$273,149
AKAM	Akamai Technologies Inc	2,310	$265,302
GE	General Electric Co	864	$245,177
COHR	Coherent Corp.	1,009	$240,353
BX	Blackstone Inc.	2,082	$239,409
AEM	Agnico Eagle Mines Ltd	1,125	$228,352
RIO	Rio Tinto PLC	2,419	$225,668
FE	Firstenergy Corp	4,446	$225,234
FHI	Federated Hermes, Inc.	3,790	$214,930
KEYS	Keysight Technologies, Inc.	740	$208,953
BALL	BALL Corp	3,400	$200,974
F	Ford Motor Co	14,218	$164,075
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
ADSK	Autodesk, Inc.	10,988	$3,252,556
HUBS	Hubspot Inc	1,802	$723,141
JEF	Jefferies Financial Group Inc.	11,178	$692,700
FICO	Fair Isaac Corp	366	$618,766
BR	Broadridge Financial Solutions, Inc.	1,964	$438,305
NTNX	Nutanix, Inc.	5,470	$282,744
TSCO	Tractor Supply Co /De/	4,340	$217,043
LYV	Live Nation Entertainment, Inc.	1,501	$213,892
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

248 positions · $1,126,677,053 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 248 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	1,550,021	+1,456	$143,082,436	+1.3%	12.70%
NVDA	Nvidia Corp Technology	Reduced	313,063	-4,048	$54,598,185	−7.7%	4.85%
SPY	Spdr S&P 500 ETF Trust	Reduced	71,620	-4,447	$46,577,349	−10.2%	4.13%
MSFT	Microsoft Corp Technology	Added	100,322	+4,318	$37,136,193	−20.0%	3.30%
AAPL	Apple Inc. Technology	Added	130,494	+2,205	$33,118,070	−5.0%	2.94%
GOOGL	Alphabet Inc. Communication Services	Reduced	97,450	-569	$28,022,720	−8.7%	2.49%
WMT	Walmart Inc. Consumer Defensive	Added	215,468	+1,858	$26,778,362	+12.5%	2.38%
AMZN	Amazon Com Inc Consumer Cyclical	Added	124,531	+3,143	$25,936,069	−7.4%	2.30%
SFNC	Simmons First National Corp Financial Services	Reduced	1,327,365	-89,921	$25,817,247	−3.4%	2.29%
CAT	Caterpillar Inc Industrials	Reduced	26,265	-1,132	$18,607,700	+18.6%	1.65%
XOM	Exxon Mobil Corp Energy	Reduced	109,648	-4,230	$18,602,877	+35.7%	1.65%
JPM	Jpmorgan Chase & Co Financial Services	Added	62,849	+760	$18,487,660	−7.6%	1.64%
CVX	Chevron Corp Energy	Added	85,860	+470	$17,764,431	+36.5%	1.58%
META	Meta Platforms, Inc. Communication Services	Added	30,573	+570	$17,491,728	−11.7%	1.55%
QQQ	Invesco Qqq Trust, Series 1	Reduced	28,352	-202	$16,364,205	−6.7%	1.45%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	24,461	-53	$15,086,565	+2.0%	1.34%
GS	Goldman Sachs Group Inc Financial Services	Reduced	17,714	-556	$14,985,865	−6.7%	1.33%
PSX	Phillips 66 Energy	Added	75,232	+913	$13,705,765	+42.9%	1.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	12,730	+260	$12,684,550	+18.0%	1.13%
DE	Deere & Co Industrials	Added	21,651	+383	$12,196,006	+23.2%	1.08%
BAC	Bank Of America Corp /De/ Financial Services	Added	235,360	+2,945	$11,473,799	−10.2%	1.02%
ABBV	AbbVie Inc. Healthcare	Added	52,462	+1,638	$11,409,959	−1.7%	1.01%
NEE	Nextera Energy Inc Utilities	Added	121,691	+3,495	$11,302,660	+19.1%	1.00%
CSCO	Cisco Systems, Inc. Technology	Reduced	145,555	-1,444	$11,293,610	−0.3%	1.00%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	22,140	+136	$10,609,486	−4.1%	0.94%
LMT	Lockheed Martin Corp Industrials	Added	15,751	+999	$9,519,745	+33.4%	0.84%
KLAC	Kla Corp Technology	Reduced	6,137	-293	$9,036,179	+15.7%	0.80%
ORCL	Oracle Corp Technology	Added	60,444	+3,086	$8,891,915	−20.5%	0.79%
HD	Home Depot, Inc. Consumer Cyclical	Added	26,658	+201	$8,767,547	−3.7%	0.78%
AMGN	Amgen Inc Healthcare	Added	24,825	+717	$8,734,675	+10.7%	0.78%
MRK	Merck & Co., Inc. Healthcare	Added	71,297	+17	$8,576,314	+14.3%	0.76%
JNJ	Johnson & Johnson Healthcare	Added	34,243	+704	$8,370,357	+20.6%	0.74%
KO	Coca Cola Co Consumer Defensive	Reduced	109,686	-475	$8,341,618	+8.3%	0.74%
ISRG	Intuitive Surgical Inc Healthcare	Added	17,788	+481	$8,200,088	−16.3%	0.73%
SO	Southern Co Utilities	Added	81,719	+5,880	$7,887,516	+19.3%	0.70%
DELL	Dell Technologies Inc. Technology	Added	47,700	+715	$7,829,000	+32.4%	0.69%
GSBC	Great Southern Bancorp, Inc. Financial Services	Reduced	119,791	-26,400	$7,562,405	−16.0%	0.67%
VZ	Verizon Communications Inc Communication Services	Added	149,414	+1,934	$7,500,582	+24.9%	0.67%
PEP	Pepsico Inc Consumer Defensive	Added	48,268	+81	$7,495,536	+8.4%	0.67%
GEV	GE Vernova Inc. Industrials	Added	8,436	+450	$7,363,782	+41.1%	0.65%
AVGO	Broadcom Inc. Technology	Added	23,556	+981	$7,290,815	−6.7%	0.65%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	50,034	-741	$7,226,907	−0.7%	0.64%
LLY	ELI LILLY & Co Healthcare	Added	7,784	+67	$7,159,488	−13.7%	0.64%
DHR	Danaher Corp /De/ Healthcare	Added	29,908	+2,581	$5,670,554	−9.4%	0.50%
RTX	RTX Corp Industrials	Reduced	28,724	-63	$5,540,858	+4.9%	0.49%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	34,583	+2,014	$5,439,211	+3.1%	0.48%
PH	Parker-Hannifin Corp Industrials	Added	6,047	+332	$5,413,514	+7.8%	0.48%
GILD	Gilead Sciences, Inc. Healthcare	Added	38,221	+20	$5,326,860	+13.6%	0.47%
ETN	Eaton Corp plc Industrials	Added	14,459	+6,008	$5,171,548	+92.1%	0.46%
LOW	Lowes Companies Inc Consumer Cyclical	Added	20,900	+591	$4,938,251	+0.8%	0.44%