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Latest Simmons Bank Stock Portfolio

$1.49Billion | No. of Holdings #343

Simmons Bank Performance

2026 Q1-0.02%
YTD-0.02%
2025+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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 23 Apr, 2026
$1.49Billion
  as of Apr 23, 2026

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 corporation2,478,350
pulte group inc1,935,850
monolithic power systems inc1,274,810
sandisk corp1,235,730
howmet aerospace inc1,156,190
teradyne inc1,076,720
freeport-mcmoran inc834,022
hilton worldwide hldgs inc470,716
New stocks bought by Simmons Bank

Additions

Ticker% Inc.
netflix inc947
northrop grumman corp330
jpmorgan hedged equity ldrd270
corning inc109
eaton corp plc71.09
lam research corp58.31
applied materials inc57.7
skyworks solutions inc57.3
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.

  • Others
  • Technology
  • Consumer Cyclical
  • Financial Services
  • Industrials
  • Healthcare
  • Consumer Defensive
  • Energy
  • Communication Services
  • Utilities
  • Basic Materials
Sector%
Others30.8
Technology15.2
Consumer Cyclical13.7
Financial Services7.8
Industrials6.3
Healthcare5.8
Consumer Defensive5.1
Energy5
Communication Services4.6
Utilities4.1
Basic Materials1.1

Market Cap. Distribution

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

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP33.2
LARGE-CAP31.6
UNALLOCATED30.9
MID-CAP3.8

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.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50063.1
Others32.5
RUSSELL 20004.3
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.

$1.49BTotal Value
352Positions
23 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Simmons Bank, last reported on 23 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Esg Optimized Msci Usa

Ishares Esg Optimized Msci Usa

AAXJ
Simmons Bank's holding in Ishares Esg Optimized Msci Usa over time
0.2%22,310
$2.95M
0.2%
decreased 6.77 percentreduced
AAXJ
Ishares Intm Government/Credit

Ishares Intm Government/Credit

AAXJ
Simmons Bank's holding in Ishares Intm Government/Credit over time
0.07%9,754
$1.04M
0.07%
decreased 6.49 percentreduced
AAXJ
Ishares Intermediate-Term

Ishares Intermediate-Term

AAXJ
Simmons Bank's holding in Ishares Intermediate-Term over time
0.04%10,406
$553.8K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Msci Eafe Value (Mkt)

Ishares Msci Eafe Value (Mkt)

AAXJ
Simmons Bank's holding in Ishares Msci Eafe Value (Mkt) over time
0.02%3,430
$255.0K
0.02%
increased 2.51 percentadded
AAXJ
Ishares National Amt-Free Muni

Ishares National Amt-Free Muni

AAXJ
Simmons Bank's holding in Ishares National Amt-Free Muni over time
0.01%1,974
$209.5K
0.01%
unchanged 0 percentunchanged
ACES
Alps Sector Dividend Dogs Etf

Alps Sector Dividend Dogs Etf

ACES
Simmons Bank's holding in Alps Sector Dividend Dogs Etf over time
0.01%3,404
$221.4K
0.01%
unchanged 0 percentunchanged
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Simmons Bank's holding in Agnico Eagle Mines Ltd over time
0.01%1,125
$228.4K
0.01%
new position
AGT
Ishares Esg Aware Msci Eafe Etf

Ishares Esg Aware Msci Eafe Etf

AGT
Simmons Bank's holding in Ishares Esg Aware Msci Eafe Etf over time
0.03%5,255
$502.5K
0.03%
increased 36.67 percentadded
AGZD
Wisdomtree Us Midcap Dividend

Wisdomtree Us Midcap Dividend

AGZD
Simmons Bank's holding in Wisdomtree Us Midcap Dividend over time
0.05%13,554
$712.1K
0.05%
decreased 17.62 percentreduced