Latest Simmons Bank Stock Portfolio

Simmons Bank Performance:

2025 Q4: -2.2%YTD: -38.45%2024: 12.54%

Performance for 2025 Q4 is -2.2%, and YTD is -38.45%, and 2024 is 12.54%.

About Simmons Bank and 13F Hedge Fund Stock Holdings

On 2026-02-05, 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 Dec, 2025.

The top stock holdings of Simmons Bank are ORLY, NVDA, SPY. The fund has invested 9.4% of it's portfolio in O REILLY AUTOMOTIVE INC and 4% of portfolio in NVIDIA CORP.

The fund managers got completely rid off FISERV INC, BALL CORP (BALL) and AMEREN CORP (AEE) stocks. They significantly reduced their stock positions in ISHARES SILVER TRUST (MKT) (SLV), AIR PRODUCTS & CHEMICALS INC (APD) and SMITH A O CORP (AOS). Simmons Bank opened new stock positions in REGENERON PHARMACEUTICALS INC (REGN), NASDAQ INC (NDAQ) and HUBSPOT INC (HUBS). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SCHWAB CHARLES CORP (SCHW) and SERVICENOW INC COM (NOW).

Simmons Bank Annual Return Estimates Vs S&P 500

Our best estimate is that Simmons Bank made a return of -2.2% in the last quarter. In trailing 12 months, it's portfolio return was -38.45%.

Performance
S&P 500

New Buys

Ticker	$ Bought
regeneron pharmaceuticals inc	2,412,860
nasdaq inc	2,244,280
hubspot inc	723,162
spdr gold shares (mkt)	289,307
crowdstrike hldgs inc	239,536
ishares msci eafe value (mkt)	238,939
vanguard inter-trm treas index	217,846
tractor supply co	217,045

New stocks bought by Simmons Bank

Additions

Ticker	% Inc.
netflix inc	926
schwab charles corp	724
servicenow inc com	378
micron technology inc	241
state street technology select	100
state street consumer	96.41
utilities select sector spdrr	96.34
state street materials select	93.3

Additions to existing portfolio by Simmons Bank

Reductions

Ticker	% Reduced
ishares silver trust (mkt)	-43.86
air products & chemicals inc	-40.46
smith a o corp	-37.5
general mills inc	-36.69
vanguard short-term bond etf	-29.39
honeywell international inc	-29.38
adobe systems inc	-27.11
nutanix inc	-25.02

Simmons Bank reduced stake in above stock

Sold off

Ticker	$ Sold
ball corp	-377,343
firstenergy corp	-220,900
fiserv inc	-584,832
copart inc	-201,826
kroger co	-206,005
ameren corp	-255,627
agnico eagle mines ltd	-273,910
jacobs solutions inc	-214,300

Simmons Bank got rid off the above stocks

Sector Distribution

Simmons Bank has about 31.8% of it's holdings in Others sector.

Sector	%
Others	31.8
Technology	17.2
Consumer Cyclical	13.9
Financial Services	8.2
Healthcare	5.9
Industrials	5.2
Communication Services	4.7
Consumer Defensive	4.6
Utilities	3.7
Energy	3.5

Market Cap. Distribution

Simmons Bank has about 63.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	33.7
UNALLOCATED	31.8
MEGA-CAP	29.9
MID-CAP	2.3
SMALL-CAP	2.2

Stocks belong to which Index?

About 66.5% of the stocks held by Simmons Bank either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	62.1
Others	33.4
RUSSELL 2000	4.4

Top 5 Winners (%)		%
SLV	ishares silver trust (mkt)	40.6 %
LLY	eli lilly & co	40.3 %
MU	micron technology inc	36.5 %
RIG	transocean ltd	32.4 %
AMD	advanced micro devices inc	32.4 %

Top 5 Winners ($)		$
GOOG	alphabet inc sr	6.9 M
CAT	caterpillar inc	2.6 M
LLY	eli lilly & co	2.4 M
AAPL	apple inc	2.2 M
ISRG	intuitive surgical inc	2.0 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
NOW	servicenow inc com	-75.2 %
XLB	utilities select sector spdrr	-44.0 %
XLB	state street energy select	-43.2 %
XLB	state street consumer	-43.2 %

Top 5 Losers ($)		$
ORLY	o reilly automotive inc	-25.7 M
XLB	state street technology select	-13.1 M
NOW	servicenow inc com	-6.8 M
ORCL	oracle corp sr glbl nt	-5.0 M
XLB	state street consumer	-4.3 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 327 stocks in it's portfolio. About 32.1% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Simmons Bank last quarter.

Last Reported on: 05 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.33	128,289	34,876,700	added	0.21

AAXJ	ishares esg optimized msci usa	0.22	23,930	3,334,530	reduced	-0.84

AAXJ	ishares intm government/credit	0.07	10,431	1,119,770	reduced	-15.2

AAXJ	ishares intermediate-term	0.04	10,406	560,676	reduced	-1.89

AAXJ	ishares msci eafe value (mkt)	0.02	3,346	238,939	new

AAXJ	ishares national amt-free muni	0.01	1,974	211,435	new

ABBV	abbvie inc sr nt	0.78	50,824	11,612,600	added	1.06

ABT	abbott laboratories	0.28	32,994	4,133,830	reduced	-1.23

ACES	alps sector dividend dogs etf	0.01	3,404	205,841	unchanged	0.00

ACN	accenture plc	0.28	15,731	4,220,940	added	3.69

ADBE	adobe systems inc	0.30	12,852	4,498,110	reduced	-27.11

ADI	analog devices inc	0.07	3,966	1,075,580	reduced	-0.78

ADP	automatic data processing inc	0.09	5,382	1,384,420	added	4.97

ADSK	autodesk inc	0.22	10,988	3,252,520	added	1.18

AEE	ameren corp	0.00	0.00	0.00	sold off	-100

AEP	american electric power inc	0.21	27,107	3,125,710	added	4.07

AGT	ishares esg aware msci eafe etf	0.02	3,845	365,621	reduced	-2.76

AGZD	wisdomtree us midcap dividend	0.06	16,454	849,027	unchanged	0.00

AJG	gallagher arthur j & co	0.04	2,136	552,776	added	15.15

ALL	allstate corp	0.11	7,610	1,584,030	added	6.78