Simmons Bank
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Simmons Bank reported 334 stock positions worth $1.3 billion. Its top holding was O'reilly Automotive (ORLY) at 9.4% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 3.6%) and Microsoft (MSFT, 3.3%). Compared with Q4 2023, it opened 12 new positions, sold out of 9, added to 102 and reduced 173. The biggest buy was Microsoft (MSFT, shares +2%) and the biggest sale Simmons First Natl Class A (SFNC, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Pine Bluff, AR
- CIK
- 0001674486
- Portfolio Value
- $1.3B (Q1 2024)
- SEC Filing
- 0000950123-24-004970 ↗ filed May 14, 2024
Holdings Value
Holdings 334 stocks · $1.3B
| ORLY O'reilly Automotive Inc. | 9.43% | 111,176 | $125.5M | Reduce -5.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.62% | 92,113 | $48.2M | Reduce -5.0% |
| MSFT Microsoft Corp. | 3.26% | 103,177 | $43.4M | Add +2.4% |
| SFNC Simmons First Natl Corp. Class A | 2.74% | 1,872,516 | $36.4M | Reduce -5.3% |
| NVDA Nvidia Corp. | 2.51% | 37,013 | $33.4M | Reduce -4.3% |
| IWF iShares Russell 1000 Growth | 2.31% | 91,154 | $30.7M | Reduce -1.8% |
| VEA Vanguard Ftse Developed ETF | 1.75% | 464,250 | $23.3M | Reduce -0.1% |
| AAPL Apple Inc. | 1.65% | 128,324 | $22.0M | Add +0.5% |
| IJR iShares Core S&P Small-Cap E | 1.64% | 197,568 | $21.8M | Reduce -0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.62% | 86,154 | $21.5M | Reduce 0.0% |
| AMZN Amazon.com Inc. | 1.59% | 117,391 | $21.2M | Add +1.7% |
| HDV iShares Core High Dividend E | 1.53% | 185,221 | $20.4M | Add +8.9% |
| IJH iShares Core S&P Midcap ETF | 1.39% | 305,089 | $18.5M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 1.12% | 98,570 | $14.9M | Add +2.6% |
| JPM JPMorgan Chase & Co. | 1.09% | 72,610 | $14.5M | Reduce -1.4% |
| XLK SS Technology Select Sector | 1.09% | 69,784 | $14.5M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 1.09% | 29,919 | $14.5M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 1.08% | 123,710 | $14.4M | Add +1.5% |
| MDY State Street SPDR S&P Midcap | 1.08% | 25,722 | $14.3M | Reduce -1.5% |
| CAT Caterpillar Inc. | 1.06% | 38,547 | $14.1M | Add +2.3% |
| WMT Walmart Inc. | 1.06% | 234,036 | $14.1M | Add +0.6% |
| CVX Chevron Corp. | 1.02% | 86,070 | $13.6M | Reduce -8.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.02% | 30,472 | $13.5M | Reduce -4.1% |
| ADBE Adobe Inc. | 0.97% | 25,607 | $12.9M | Add +3.3% |
| PEP Pepsico Inc. | 0.96% | 73,017 | $12.8M | Reduce -1.2% |
| PSX Phillips 66 | 0.90% | 73,582 | $12.0M | Add +4.9% |
| ABBV Abbvie Inc. | 0.89% | 65,084 | $11.9M | Reduce -0.9% |
| HD Home Depot Inc. | 0.89% | 30,853 | $11.8M | Reduce -0.9% |
| IWM iShares Russell 2000 ETF | 0.89% | 56,109 | $11.8M | Add +8.9% |
| MRK Merck & Co. Inc. | 0.88% | 88,816 | $11.7M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.81% | 25,590 | $10.8M | Add +0.6% |
| VWO Vanguard Ftse Emerging Marke | 0.77% | 244,320 | $10.2M | Reduce -1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.73% | 254,672 | $9.7M | Add +8.5% |
| PG The Procter & Gamble Co. | 0.72% | 59,034 | $9.6M | Reduce -1.0% |
| CRM Salesforce Inc. | 0.72% | 31,750 | $9.6M | Add +2.7% |
| EFA iShares MSCI Eafe ETF | 0.70% | 116,474 | $9.3M | Reduce -1.5% |
| GSBC Great Southern Bancorp Inc. | 0.68% | 164,191 | $9.0M | Reduce -0.8% |
| SDY SS SPDR S&P Dividend ETF | 0.67% | 67,949 | $8.9M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.65% | 11,799 | $8.6M | Add +4.0% |
| DE Deere & Co. | 0.64% | 20,631 | $8.5M | Add +5.0% |
| IVV iShares Core S&P 500 ETF | 0.63% | 15,910 | $8.4M | Add +0.6% |
| CSCO Cisco Systems Inc. | 0.62% | 165,141 | $8.2M | Reduce -0.7% |
| KO The Coca-Cola Co. | 0.62% | 134,391 | $8.2M | Reduce -2.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.58% | 31,998 | $7.7M | Reduce -10.7% |
| GS Goldman Sachs Group Inc. | 0.55% | 17,422 | $7.3M | Add +6.7% |
| NEE Nextera Energy Inc. | 0.54% | 112,188 | $7.2M | Add +6.5% |
| VZ Verizon Communications Inc. | 0.51% | 163,011 | $6.8M | Add +4.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.51% | 19,862 | $6.8M | Add +0.6% |
| AMGN Amgen Inc. | 0.50% | 23,592 | $6.7M | Add +3.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.49% | 40,085 | $6.5M | Add +0.8% |
| LLY Eli Lilly & Co. | 0.49% | 8,329 | $6.5M | Add +4.0% |
| XLV SS Health Care Select Sector | 0.48% | 43,364 | $6.4M | Add +3.3% |
| ORCL Oracle Corp. | 0.48% | 50,873 | $6.4M | Reduce -1.4% |
| DHR Danaher Corp. | 0.46% | 24,778 | $6.2M | Add +3.6% |
| GSK GSK PLC-Spon ADR | 0.46% | 143,818 | $6.2M | Add +3.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.46% | 49,915 | $6.1M | Add +0.4% |
| MCHP Microchip Technology Inc. | 0.45% | 67,090 | $6.0M | Reduce -2.3% |
| JNJ Johnson & Johnson | 0.45% | 37,853 | $6.0M | Add +1.8% |
| LMT Lockheed Martin Corp. | 0.45% | 13,110 | $6.0M | Add +1.7% |
| ISRG Intuitive Surgical Inc. | 0.44% | 14,812 | $5.9M | Reduce -1.2% |
| TXN Texas Instruments Inc. | 0.43% | 32,860 | $5.7M | Add +7.4% |
| IYW iShares Ustechnology ETF | 0.42% | 41,725 | $5.6M | Reduce -1.4% |
| LOW Lowe's Cos Inc. | 0.42% | 22,086 | $5.6M | Reduce -1.5% |
| AEP American Electric Power | 0.42% | 64,991 | $5.6M | Add +7.2% |
| XLI SS Industrial Select Sector | 0.41% | 43,801 | $5.5M | Add +1.5% |
| CMI Cummins Inc. | 0.41% | 18,384 | $5.4M | Reduce -7.8% |
| PFE Pfizer Inc. | 0.40% | 190,712 | $5.3M | Reduce -31.3% |
| UNH Unitedhealth Group Inc. | 0.40% | 10,645 | $5.3M | Reduce -1.4% |
| HON Honeywell International Inc. | 0.38% | 24,551 | $5.0M | Add +4.9% |
| XLY SS Consumer Disc Select Sect | 0.37% | 27,011 | $5.0M | Reduce -0.2% |
| XLF SS Financial Select Sector | 0.36% | 112,536 | $4.7M | Add +0.8% |
| ABT Abbott Laboratories | 0.35% | 41,077 | $4.7M | Reduce -3.5% |
| KMB Kimberly-Clark Corp. | 0.35% | 36,032 | $4.7M | Reduce -11.6% |
| UNP Union Pacific Corp. | 0.35% | 18,711 | $4.6M | Reduce -1.2% |
| IWV iShares Russell 3000 ETF | 0.34% | 15,052 | $4.5M | Reduce -1.3% |
| KLAC KLA Corp. | 0.34% | 6,415 | $4.5M | Add +8.6% |
| EEM iShares MSCI Emerging Market | 0.34% | 108,942 | $4.5M | Reduce -8.6% |
| LIN Linde PLC | 0.33% | 9,587 | $4.5M | Add +6.0% |
| NKE Nike Inc. Class B | 0.33% | 46,705 | $4.4M | Add +0.7% |
| GOOG Alphabet Inc. Class C | 0.32% | 28,074 | $4.3M | Reduce -8.6% |
| APD Air Products & Chemicals Inc. | 0.32% | 17,616 | $4.3M | Reduce -12.9% |
| CHKP Check Point Software Tech | 0.32% | 25,994 | $4.3M | Add +14.5% |
| QCOM Qualcomm Inc. | 0.32% | 24,940 | $4.2M | Reduce -1.5% |
| SO The Southern Co. | 0.31% | 57,864 | $4.2M | Add +4.2% |
| AGG iShares Core U.S. Aggregate | 0.31% | 41,870 | $4.1M | Reduce -12.0% |
| ICE Intercontinental Exchange Inc. | 0.29% | 28,055 | $3.9M | Add +0.8% |
| XLP SS Consumer Staples Sel Sect | 0.29% | 50,401 | $3.8M | Add +4.0% |
| CME Cme Group Inc. | 0.28% | 17,290 | $3.7M | Add +4.8% |
| XLC SS Comm Select Sector SPDR | 0.28% | 45,144 | $3.7M | Add +5.3% |
| EW Edwards Lifesciences Corp. | 0.27% | 38,288 | $3.7M | Add +6.4% |
| DOW Dow Inc. | 0.27% | 62,175 | $3.6M | Add +0.9% |
| CTRA Coterra Energy Inc. | 0.26% | 126,411 | $3.5M | Add +5.0% |
| ACN Accenture PLC Class A | 0.26% | 10,150 | $3.5M | Add +80.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.26% | 15,281 | $3.5M | Reduce -2.9% |
| V Visa Inc. Class A | 0.26% | 12,458 | $3.5M | Add +2.8% |
| COP Conocophillips | 0.26% | 27,097 | $3.4M | Add +3.9% |
| VGT Vanguard Info Tech ETF | 0.25% | 6,322 | $3.3M | Reduce -5.0% |
| MCD McDonald's Corp. | 0.24% | 11,109 | $3.1M | Reduce -3.2% |
| DUK Duke Energy Corp. | 0.24% | 32,374 | $3.1M | Add +1.8% |
| RTX RTX Corp. | 0.23% | 32,038 | $3.1M | Reduce -5.2% |
Portfolio Sells Q4 2023 → Q1 2024
| SFNC Simmons First Natl Corp. Class A | Reduce -5.3% | 2.74% | −0.47 |
| MINT PIMCO Enhanced Short Maturit | Reduce -88.1% | 0.05% | −0.37 |
| PFE Pfizer Inc. | Reduce -31.3% | 0.40% | −0.25 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.0% | 3.62% | −0.14 |
| APD Air Products & Chemicals Inc. | Reduce -12.9% | 0.32% | −0.13 |
| GSBC Great Southern Bancorp Inc. | Reduce -0.8% | 0.68% | −0.13 |
| CVX Chevron Corp. | Reduce -8.4% | 1.02% | −0.12 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.1% | 1.64% | −0.11 |
| ETSY Etsy Inc. | Sold out | 0.00% | −0.10 |
| BA The Boeing Co. | Reduce -3.2% | 0.16% | −0.08 |
| AGG iShares Core U.S. Aggregate | Reduce -12.0% | 0.31% | −0.08 |
| GILD Gilead Sciences Inc. | Reduce -9.4% | 0.23% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -1.4% | 0.40% | −0.07 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.1% | 1.75% | −0.07 |
| CSCO Cisco Systems Inc. | Reduce -0.7% | 0.62% | −0.07 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.6% | 0.77% | −0.07 |
| PEP Pepsico Inc. | Reduce -1.2% | 0.96% | −0.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -10.7% | 0.58% | −0.06 |
| EEM iShares MSCI Emerging Market | Reduce -8.6% | 0.34% | −0.06 |
| KMB Kimberly-Clark Corp. | Reduce -11.6% | 0.35% | −0.05 |
| MCHP Microchip Technology Inc. | Reduce -2.3% | 0.45% | −0.05 |
| INTC Intel Corp. | Reduce -1.4% | 0.18% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.1% | 1.02% | −0.05 |
| BF.B Brown-Forman Corp. Class B | Reduce -15.0% | 0.11% | −0.05 |
| GVI iShares Intermediate Governm | Reduce -8.3% | 0.23% | −0.04 |
| KO The Coca-Cola Co. | Reduce -2.3% | 0.62% | −0.04 |
| MCD McDonald's Corp. | Reduce -3.2% | 0.24% | −0.04 |
| KEYS Keysight Technologies Inc. | Sold out | 0.00% | −0.04 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -50.0% | 0.05% | −0.04 |
| ZION Zions Bancorp NA | Sold out | 0.00% | −0.04 |
| ZTS Zoetis Inc. | Reduce -2.7% | 0.12% | −0.04 |
| UNP Union Pacific Corp. | Reduce -1.2% | 0.35% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -8.6% | 0.32% | −0.03 |
| ABT Abbott Laboratories | Reduce -3.5% | 0.35% | −0.03 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -46.4% | 0.04% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.1% | 0.67% | −0.03 |
| SAM Boston Beer Company Inc. Class A | Sold out | 0.00% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -1.5% | 0.70% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Reduce -19.2% | 0.07% | −0.03 |
| ADP Automatic Data Processing | Reduce -16.8% | 0.11% | −0.02 |
| BBHY JPMorgan Betabuilders Usd Hi | Reduce -6.4% | 0.16% | −0.02 |
| DD Dupont DE Nemours Inc. | Reduce -53.0% | 0.02% | −0.02 |
| XLY SS Consumer Disc Select Sect | Reduce -0.2% | 0.37% | −0.02 |
| MMM 3M Co. | Sold out | 0.00% | −0.02 |
| PM Philip Morris International | Reduce -9.3% | 0.08% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce 0.0% | 1.62% | −0.02 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.02 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.02 |
| MUR Murphy Oil Corp. | Sold out | 0.00% | −0.02 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| MSFT Microsoft Corp. | Add +2.4% | 3.26% | +0.17 |
| AMZN Amazon.com Inc. | Add +1.7% | 1.59% | +0.16 |
| HAL Halliburton Co. | New | 0.16% | +0.16 |
| SMCI Super Micro Computer Inc. | Add +33.1% | 0.20% | +0.16 |
| CAT Caterpillar Inc. | Add +2.3% | 1.06% | +0.15 |
| PSX Phillips 66 | Add +4.9% | 0.90% | +0.14 |
| HDV iShares Core High Dividend E | Add +8.9% | 1.53% | +0.12 |
| TSLA Tesla Inc. | Add +387.0% | 0.16% | +0.11 |
| LLY Eli Lilly & Co. | Add +4.0% | 0.49% | +0.11 |
| ACN Accenture PLC Class A | Add +80.9% | 0.26% | +0.10 |
| DIS The Walt Disney Co. | Add +0.4% | 0.46% | +0.09 |
| XOM Exxon Mobil Corp. | Add +1.5% | 1.08% | +0.09 |
| BAC Bank of America Corp. | Add +8.5% | 0.73% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.6% | 0.81% | +0.07 |
| WMT Walmart Inc. | Add +0.6% | 1.06% | +0.06 |
| DG Dollar General Corp. | Add +45.2% | 0.16% | +0.06 |
| KLAC KLA Corp. | Add +8.6% | 0.34% | +0.06 |
| CRM Salesforce Inc. | Add +2.7% | 0.72% | +0.05 |
| EW Edwards Lifesciences Corp. | Add +6.4% | 0.27% | +0.05 |
| AZN Astrazeneca PLC-Spons ADR | Add +45.9% | 0.17% | +0.04 |
| GSK GSK PLC-Spon ADR | Add +3.7% | 0.46% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +8.9% | 0.89% | +0.04 |
| FTNT Fortinet Inc. | Add +18.8% | 0.19% | +0.04 |
| COST Costco Wholesale Corp. | Add +4.0% | 0.65% | +0.04 |
| CHKP Check Point Software Tech | Add +14.5% | 0.32% | +0.04 |
| MLM Martin Marietta Materials | Add +13.5% | 0.15% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +31.5% | 0.15% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +6.7% | 0.55% | +0.03 |
| VZ Verizon Communications Inc. | Add +4.2% | 0.51% | +0.03 |
| LIN Linde PLC | Add +6.0% | 0.33% | +0.03 |
| XLE SS Energy Select Sector | Add +9.4% | 0.23% | +0.03 |
| FANG Diamondback Energy Inc. | Add +8.9% | 0.12% | +0.03 |
| RIG Transocean Ltd. | New | 0.03% | +0.03 |
| TROW T Rowe Price Group Inc. | Add +33.8% | 0.08% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +5.3% | 0.28% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +2.6% | 1.12% | +0.02 |
| SU Suncor Energy Inc. | Add +18.1% | 0.10% | +0.02 |
| DXCM Dexcom Inc. | Add +117.8% | 0.04% | +0.02 |
| JNPR Juniper Networks Inc. | New | 0.02% | +0.02 |
| OSCR Oscar Health Inc. Class A | New | 0.02% | +0.02 |
| TSN Tyson Foods Inc. Class A | Add +8.4% | 0.23% | +0.02 |
| AEP American Electric Power | Add +7.2% | 0.42% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.02% | +0.02 |
| FMC FMC Corp. | New | 0.02% | +0.02 |
| LYV Live Nation Entertainment Inc. | New | 0.02% | +0.02 |
| NEE Nextera Energy Inc. | Add +6.5% | 0.54% | +0.02 |
| PAAS Pan American Silver Corp. | New | 0.02% | +0.02 |
| TT Trane Technologies PLC | New | 0.02% | +0.02 |
| AEM Agnico Eagle Mines Ltd. | New | 0.02% | +0.02 |
| B Barrick Gold Corp. | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 369 | $1.8B | ORLY, NVDA, SPY, MSFT, AAPL |
| Q1 2026 | 343 | $1.5B | ORLY, NVDA, SPY, MSFT, AAPL |
| Q4 2025 | 327 | $1.5B | ORLY, NVDA, SPY, MSFT, IWF |
| Q3 2025 | 328 | $1.5B | ORLY, NVDA, SPY, MSFT, IWF |
| Q2 2025 | 334 | $1.4B | ORLY, NVDA, SPY, MSFT, IWF |
| Q1 2025 | 327 | $1.3B | ORLY, SPY, MSFT, NVDA, IWF |
| Q4 2024 | 331 | $1.4B | ORLY, SPY, NVDA, MSFT, IWF |
| Q3 2024 | 335 | $1.4B | ORLY, SPY, MSFT, NVDA, IWF |
| Q2 2024 | 328 | $1.3B | ORLY, SPY, MSFT, NVDA, IWF |
| Q1 2024 | 334 | $1.3B | ORLY, SPY, MSFT, SFNC, NVDA |