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Latest Simmons Bank Stock Portfolio

$1.75Billion | No. of Holdings #369

Simmons Bank Performance

2026 Q2-1.39%
YTD-1.41%
2025+15.75%

About Simmons Bank and 13F Hedge Fund Stock Holdings

On 2026-07-31, the fund reported it's updated stock portfolio. In the 13F Holdings report, Simmons Bank reported an equity portfolio of $1.8 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Simmons Bank are ORLY, NVDA, SPY. The fund has invested 8.1% of it's portfolio in O REILLY AUTOMOTIVE INC and 3.7% of portfolio in NVIDIA CORPORATION SR NT. <br><br> The fund managers got completely rid off COTERRA ENERGY INC (CTRA), HONEYWELL INTERNATIONAL INC (HON) and ACCENTURE PLC (ACN) stocks. They significantly reduced their stock positions in TRANSDIGM GROUP INC (TDG), RALPH LAUREN CORP SR GLBL NT (RL) and TRIMBLE INC (TRMB). Simmons Bank opened new stock positions in GLOBAL X US INFRASTRUTURE DEV (AGNG), QUANTA SERVICES INC (PWR) and INGERSOLL RAND INC (IR). The fund showed a lot of confidence in some stocks as they added substantially to DEVON ENERGY CORP (DVN), BLACKSTONE GROUP INC (BX) and VANGUARD GROWTH ETF (MKT) (VB).
Simmons Bank Equity Portfolio Value
Last Reported on: 31 Jul, 2026
$1.75Billion
  as of Jul 31, 2026

Simmons Bank Annual Return Estimates Vs S&P 500

Our best estimate is that Simmons Bank made a return of -1.39% in the last quarter. In trailing 12 months, it's portfolio return was 7.75%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
global x us infrastruture dev1,860,220
quanta services inc1,434,320
ingersoll rand inc1,267,320
cintas corp1,128,480
vistra energy corp com1,064,250
vaneck vectors fallen angel991,235
united rentals inc985,615
avantis emg markets eq etf796,718
New stocks bought by Simmons Bank

Additions

Ticker% Inc.
devon energy corp1,087
blackstone group inc1,086
vanguard growth etf (mkt)690
lam research corp675
vanguard information technology672
iron mtn inc666
ww grainger inc482
hilton worldwide hldgs inc455
Additions to existing portfolio by Simmons Bank

Reductions

Ticker% Reduced
transdigm group inc-63.91
ralph lauren corp sr glbl nt-48.03
trimble inc-46.19
unitedhealth group inc-42.25
vanguard short-term bond etf-42.06
diamondback energy inc-38.67
ishares russell mid-cap (mkt)-35.8
standard lithium ltd-24.43
Simmons Bank reduced stake in above stock

Sold off

Ticker$ Sold
coterra energy inc-3,207,130
alcon inc-562,187
academy sports & outdoors inc-401,249
expand energy corporation-525,082
honeywell international inc-940,062
first trust enhanced short-234,935
accenture plc-735,259
dexcom inc-211,636
Simmons Bank got rid off the above stocks

Sector Distribution

Simmons Bank has about 30.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Financial Services
  • Industrials
  • Healthcare
  • Communication Services
  • Consumer Defensive
  • Utilities
  • Energy
  • Basic Materials
Sector%
Others30.9
Technology19
Consumer Cyclical12.2
Financial Services7.7
Industrials7
Healthcare5.4
Communication Services4.6
Consumer Defensive4.4
Utilities3.5
Energy3.5
Basic Materials1.1

Market Cap. Distribution

Simmons Bank has about 66.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP38.4
UNALLOCATED30.9
LARGE-CAP27.9
MID-CAP2.2

Stocks belong to which Index?

About 66.3% 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 50062.4
Others33.6
RUSSELL 20003.9
Top 5 Winners (%)%
sandisk corp
243.1 %
MU
micron technology inc
236.5 %
INTC
intel corp
194.8 %
DELL
dell technologies inc com
162.6 %
FLEX
flex ltd
141.3 %
Top 5 Winners ($)$
DELL
dell technologies inc com
12.7 M
KLAC
kla-tencor corp
9.4 M
CAT
caterpillar inc
9.2 M
NVDA
nvidia corporation sr nt
8.2 M
MU
micron technology inc
7.4 M
Top 5 Losers (%)%
VAW
vanguard information technology
-73.2 %
AMPS
ishares high dividend (mkt)
-70.4 %
VB
vanguard growth etf (mkt)
-69.6 %
EDV
vanguard mega cap growth index
-65.6 %
VB
vanguard mid-cap etf (mkt)
-61.6 %
Top 5 Losers ($)$
AMPS
ishares high dividend (mkt)
-56.8 M
IJR
ishares russell 1000 growth
-56.2 M
VB
vanguard mid-cap etf (mkt)
-37.8 M
VB
vanguard growth etf (mkt)
-24.8 M
VAW
vanguard information technology
-14.0 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 369 stocks in it's portfolio. About 28.7% of the portfolio is in top 10 stocks. AMPS proved to be the most loss making stock for the portfolio. DELL was the most profitable stock for Simmons Bank last quarter.

$1.75BTotal Value
381Positions
31 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Simmons Bank, last reported on 31 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
$3.44M
0.2%
unchanged 0 percentunchanged
AAXJ
Ishares Intm Government/Credit

Ishares Intm Government/Credit

AAXJ
Simmons Bank's holding in Ishares Intm Government/Credit over time
0.05%7,983
$847.0K
0.05%
decreased 18.16 percentreduced
AAXJ
Ishares Intermediate-Term

Ishares Intermediate-Term

AAXJ
Simmons Bank's holding in Ishares Intermediate-Term over time
0.03%10,247
$544.8K
0.03%
decreased 1.53 percentreduced
AAXJ
Ishares Msci Eafe Value (Mkt)

Ishares Msci Eafe Value (Mkt)

AAXJ
Simmons Bank's holding in Ishares Msci Eafe Value (Mkt) over time
0.01%3,430
$262.6K
0.01%
unchanged 0 percentunchanged
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
$212.4K
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%3,279
$223.7K
0.01%
decreased 3.67 percentreduced
ACSG
Deutsche X-Trackers Msci Eafe

Deutsche X-Trackers Msci Eafe

ACSG
Simmons Bank's holding in Deutsche X-Trackers Msci Eafe over time
0.02%6,840
$373.7K
0.02%
new position
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Simmons Bank's holding in Agnico Eagle Mines Ltd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AEMB
Avantis Emg Markets Eq Etf

Avantis Emg Markets Eq Etf

AEMB
Simmons Bank's holding in Avantis Emg Markets Eq Etf over time
0.04%8,257
$796.7K
0.04%
new position
AFK
Vaneck Vectors Fallen Angel

Vaneck Vectors Fallen Angel

AFK
Simmons Bank's holding in Vaneck Vectors Fallen Angel over time
0.06%33,900
$991.2K
0.06%
new position
AGNG
Global X Us Infrastruture Dev

Global X Us Infrastruture Dev

AGNG
Simmons Bank's holding in Global X Us Infrastruture Dev over time
0.11%31,572
$1.86M
0.11%
new position
AGNG
Global X Artfcl Intlgc & Tech

Global X Artfcl Intlgc & Tech

AGNG
Simmons Bank's holding in Global X Artfcl Intlgc & Tech over time
0.01%3,333
$218.7K
0.01%
new position