Latest Simmons Bank Stock Portfolio
Simmons Bank Performance:
2025 Q3: 7.14%YTD: 13.9%2024: 13.95%
Performance for 2025 Q3 is 7.14%, and YTD is 13.9%, and 2024 is 13.95%.
About Simmons Bank and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Simmons Bank reported an equity portfolio of $1.5 Billions as of 30 Sep, 2025.
The top stock holdings of Simmons Bank are ORLY, NVDA, SPY. The fund has invested 11.1% of it's portfolio in O REILLY AUTOMOTIVE INC and 4% of portfolio in NVIDIA CORP.
The fund managers got completely rid off KEURIG DR PEPPER INC COM (KDP), SPDR GOLD SHARES (MKT) (GLD) and CAPITAL GROUP INTERNATIONAL (CGXU) stocks. They significantly reduced their stock positions in ASTRAZENECA PLC, VANGUARD S&P 500 ETF (VB) and PIMCO ENHANCED SHORT MATURITY (BOND). Simmons Bank opened new stock positions in SCHWAB CHARLES CORP (SCHW), AGNICO EAGLE MINES LTD and FIRSTENERGY CORP (FE). The fund showed a lot of confidence in some stocks as they added substantially to ECOLAB INC (ECL), FAIR ISAAC CORP (FICO) and STANDARD LITHIUM LTD.
The top stock holdings of Simmons Bank are ORLY, NVDA, SPY. The fund has invested 11.1% of it's portfolio in O REILLY AUTOMOTIVE INC and 4% of portfolio in NVIDIA CORP.
The fund managers got completely rid off KEURIG DR PEPPER INC COM (KDP), SPDR GOLD SHARES (MKT) (GLD) and CAPITAL GROUP INTERNATIONAL (CGXU) stocks. They significantly reduced their stock positions in ASTRAZENECA PLC, VANGUARD S&P 500 ETF (VB) and PIMCO ENHANCED SHORT MATURITY (BOND). Simmons Bank opened new stock positions in SCHWAB CHARLES CORP (SCHW), AGNICO EAGLE MINES LTD and FIRSTENERGY CORP (FE). The fund showed a lot of confidence in some stocks as they added substantially to ECOLAB INC (ECL), FAIR ISAAC CORP (FICO) and STANDARD LITHIUM LTD.
Simmons Bank Annual Return Estimates Vs S&P 500
Our best estimate is that Simmons Bank made a return of 7.14% in the last quarter. In trailing 12 months, it's portfolio return was 14.14%.
New Buys
| Ticker | $ Bought |
|---|---|
| schwab charles corp | 299,203 |
| agnico eagle mines ltd | 273,910 |
| vanguard ultra-short treasury | 225,240 |
| firstenergy corp | 220,900 |
| jacobs solutions inc | 214,300 |
| rockwell automation inc | 212,514 |
New stocks bought by Simmons Bank
Additions
| Ticker | % Inc. |
|---|---|
| ecolab inc | 47.3 |
| fair isaac corp | 27.33 |
| standard lithium ltd | 26.81 |
| palo alto networks inc | 22.05 |
| schlumberger ltd | 19.07 |
| ishares s&p 500 growth (mkt) | 17.88 |
| teledyne technologies inc | 13.14 |
| dominion energy inc | 11.31 |
Additions to existing portfolio by Simmons Bank
Sold off
| Ticker | $ Sold |
|---|---|
| ambev sa sponsored | -43,195 |
| keurig dr pepper inc com | -426,474 |
| capital group international | -281,121 |
| soundhound ai inc | -107,300 |
| vanguard short-term treasury | -204,966 |
| akamai technologies inc | -267,994 |
| ishares core dividend growth etf | -201,539 |
| kellanova | -215,527 |
Simmons Bank got rid off the above stocks
Sector Distribution
Simmons Bank has about 31.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 31.6 |
| Technology | 17.4 |
| Consumer Cyclical | 15.7 |
| Financial Services | 7.5 |
| Industrials | 5.1 |
| Healthcare | 5 |
| Consumer Defensive | 4.8 |
| Communication Services | 4.3 |
| Utilities | 3.7 |
| Energy | 3.3 |
| Basic Materials | 1.2 |
Market Cap. Distribution
Simmons Bank has about 63.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 34.2 |
| UNALLOCATED | 31.6 |
| MEGA-CAP | 29.7 |
| MID-CAP | 2.3 |
| SMALL-CAP | 2.3 |
Stocks belong to which Index?
About 66.7% of the stocks held by Simmons Bank either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 62.3 |
| Others | 33.3 |
| RUSSELL 2000 | 4.4 |
Simmons Bank Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Simmons Bank
Simmons Bank has 328 stocks in it's portfolio. About 33.4% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. ORLY was the most profitable stock for Simmons Bank last quarter.
Last Reported on: 04 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.17 | 128,015 | 32,596,500 | reduced | -0.65 | ||
| AAXJ | ishares esg optimized msci usa | 0.22 | 24,133 | 3,273,640 | added | 0.22 | ||
| AAXJ | ishares intm government/credit | 0.09 | 12,300 | 1,321,480 | reduced | -25.71 | ||
| AAXJ | ishares intermediate-term | 0.04 | 10,606 | 573,678 | unchanged | 0.00 | ||
| ABBV | abbvie inc sr nt | 0.78 | 50,292 | 11,644,400 | reduced | -6.00 | ||
| ABT | abbott laboratories | 0.30 | 33,405 | 4,474,140 | reduced | -3.66 | ||
| ACES | alps sector dividend dogs etf | 0.01 | 3,404 | 205,024 | reduced | -7.58 | ||
| ACN | accenture plc | 0.25 | 15,171 | 3,740,920 | added | 0.4 | ||
| ACWF | ishares core dividend growth etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADBE | adobe systems inc | 0.42 | 17,632 | 6,219,750 | added | 1.68 | ||
| ADI | analog devices inc | 0.06 | 3,997 | 982,064 | unchanged | 0.00 | ||
| ADP | automatic data processing inc | 0.10 | 5,127 | 1,504,790 | added | 0.43 | ||
| ADSK | autodesk inc | 0.23 | 10,860 | 3,449,570 | added | 0.88 | ||
| AEE | ameren corp | 0.02 | 2,449 | 255,627 | reduced | -0.08 | ||
| AEP | american electric power inc | 0.20 | 26,047 | 2,930,310 | reduced | -4.09 | ||
| AGT | ishares esg aware msci eafe etf | 0.03 | 3,954 | 367,643 | added | 1.96 | ||
| AGZD | wisdomtree us midcap dividend | 0.06 | 16,454 | 860,545 | reduced | -15.42 | ||
| AJG | gallagher arthur j & co | 0.04 | 1,855 | 574,569 | added | 5.34 | ||
| AKAM | akamai technologies inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALL | allstate corp | 0.10 | 7,127 | 1,529,820 | reduced | -2.73 | ||