Latest Simmons Bank Stock Portfolio

Simmons Bank Performance:

2026 Q1: -0.02%YTD: -0.02%2025: 15.75%

Performance for 2026 Q1 is -0.02%, and YTD is -0.02%, and 2025 is 15.75%.

About Simmons Bank and 13F Hedge Fund Stock Holdings

On 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Simmons Bank reported an equity portfolio of $1.5 Billions as of 31 Mar, 2026.

The top stock holdings of Simmons Bank are ORLY, NVDA, SPY. The fund has invested 9.6% of it's portfolio in O REILLY AUTOMOTIVE INC and 3.7% of portfolio in NVIDIA CORP.

The fund managers got completely rid off AUTODESK INC (ADSK), HUBSPOT INC (HUBS) and JEFFERIES FINL GROUP INC COM (JEF) stocks. They significantly reduced their stock positions in FORTINET INC (FTNT), BOOKING HLDGS INC (BKNG) and ACCENTURE PLC (ACN). Simmons Bank opened new stock positions in EQT CORPORATION (EQT), PULTE GROUP INC (PHM) and MONOLITHIC POWER SYSTEMS INC (MPWR). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), NORTHROP GRUMMAN CORP (NOC) and JPMORGAN HEDGED EQUITY LDRD.

Simmons Bank Annual Return Estimates Vs S&P 500

Our best estimate is that Simmons Bank made a return of -0.02% in the last quarter. In trailing 12 months, it's portfolio return was 16.45%.

Performance
S&P 500

New Buys

Ticker	$ Bought
eqt corporation	2,478,350
pulte group inc	1,935,850
monolithic power systems inc	1,274,810
sandisk corp	1,235,730
howmet aerospace inc	1,156,190
teradyne inc	1,076,720
freeport-mcmoran inc	834,022
hilton worldwide hldgs inc	470,716

New stocks bought by Simmons Bank

Additions

Ticker	% Inc.
netflix inc	947
northrop grumman corp	330
jpmorgan hedged equity ldrd	270
corning inc	109
eaton corp plc	71.09
lam research corp	58.31
applied materials inc	57.7
skyworks solutions inc	57.3

Additions to existing portfolio by Simmons Bank

Reductions

Ticker	% Reduced
fortinet inc	-94.19
booking hldgs inc	-88.93
accenture plc	-76.43
pimco enhanced short maturity	-69.06
standard lithium ltd	-62.84
vuzix corp com	-59.88
adobe systems inc	-53.07
salesforce	-43.86

Simmons Bank reduced stake in above stock

Sold off

Ticker	$ Sold
jefferies finl group inc com	-692,703
autodesk inc	-3,252,520
nutanix inc	-282,745
tractor supply co	-217,045
astrazeneca plc	-313,942
broadridge financial solutions	-438,305
hubspot inc	-723,162
live nation inc	-213,895

Simmons Bank got rid off the above stocks

Sector Distribution

Simmons Bank has about 30.8% of it's holdings in Others sector.

Sector	%
Others	30.8
Technology	15.2
Consumer Cyclical	13.7
Financial Services	7.8
Industrials	6.3
Healthcare	5.8
Consumer Defensive	5.1
Energy	5
Communication Services	4.6
Utilities	4.1
Basic Materials	1.1

Market Cap. Distribution

Simmons Bank has about 64.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	33.2
LARGE-CAP	31.6
UNALLOCATED	30.9
MID-CAP	3.8

Stocks belong to which Index?

About 67.4% of the stocks held by Simmons Bank either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	63.1
Others	32.5
RUSSELL 2000	4.3

Top 5 Winners (%)		%
RIG	transocean ltd	60.5 %
VRT	vertiv holdings co	54.5 %
PR	permian resources corp	52.0 %
VLO	valero energy corp sr glbl	50.3 %
MPC	marathon pete corp	50.1 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	5.5 M
CVX	chevron corp new	4.7 M
PSX	phillips 66	4.0 M
CAT	caterpillar inc	3.6 M
WMT	walmart inc	2.8 M

Top 5 Losers (%)		%
ZS	zscaler inc	-35.8 %
INTU	intuit	-33.4 %
NOW	servicenow inc com	-30.0 %
VUZI	vuzix corp com	-27.3 %
CTSH	cognizant technology solutions	-25.9 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-11.1 M
NVDA	nvidia corp	-3.8 M
IJR	ishares russell 1000 growth	-3.6 M
ORCL	oracle corp	-2.8 M
AMZN	amazon com inc	-2.8 M

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 343 stocks in it's portfolio. About 30.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Simmons Bank last quarter.

Last Reported on: 23 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.22	130,494	33,118,100	added	1.72

AAXJ	ishares esg optimized msci usa	0.20	22,310	2,947,150	reduced	-6.77

AAXJ	ishares intm government/credit	0.07	9,754	1,040,560	reduced	-6.49

AAXJ	ishares intermediate-term	0.04	10,406	553,807	unchanged	0.00

AAXJ	ishares msci eafe value (mkt)	0.02	3,430	255,021	added	2.51

AAXJ	ishares national amt-free muni	0.01	1,974	209,540	unchanged	0.00

ABBV	abbvie inc sr nt	0.76	52,462	11,409,700	added	3.22

ABT	abbott laboratories	0.23	33,707	3,460,710	added	2.16

ACES	alps sector dividend dogs etf	0.01	3,404	221,382	unchanged	0.00

ACN	accenture plc	0.05	3,708	735,259	reduced	-76.43

ADBE	adobe systems inc	0.10	6,032	1,466,260	reduced	-53.07

ADI	analog devices inc	0.09	4,118	1,310,100	added	3.83

ADP	automatic data processing inc	0.07	5,490	1,115,460	added	2.01

ADSK	autodesk inc	0.00	0.00	0.00	sold off	-100

AEM	agnico eagle mines ltd	0.01	1,125	228,353	new

AEP	american electric power inc	0.24	27,809	3,645,200	added	2.59

AGT	ishares esg aware msci eafe etf	0.03	5,255	502,482	added	36.67

AGZD	wisdomtree us midcap dividend	0.05	13,554	712,127	reduced	-17.62

AJG	gallagher arthur j & co	0.02	1,205	260,978	reduced	-43.59

AKAM	akamai technologies inc	0.02	2,310	265,307	new