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Simmons Bank
hedge fundUpdated 41 days agoManaged by Simmons Bank • Latest filing Q2 2026
Portfolio value
$1.8B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
13.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $1.2B |
| Q2 2023 | $1.2B |
| Q3 2023 | $1.1B |
| Q4 2023 | $1.2B |
| Q1 2024 | $1.3B |
| Q2 2024 | $1.3B |
| Q3 2024 | $1.4B |
| Q4 2024 | $1.4B |
| Q1 2025 | $1.3B |
| Q2 2025 | $1.4B |
| Q3 2025 | $1.5B |
| Q4 2025 | $1.5B |
| Q1 2026 | $1.5B |
| Q2 2026 | $1.8B |
Top holdings
832 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | O ORLY O REILLY AUTOMOTIVE INC | $141.4M | 1.54M | 8.07% | Added(+94699.1%) |
| 2 | N NVDA NVIDIA CORPORATION SR NT | $62.3M | 311.2K | 3.55% | Added(+115161.5%) |
| 3 | S SPY STATE STREET SPDR S&P 500 ETF | $50.1M | 67.1K | 2.86% | Added(+4923.6%) |
| 4 | M MSFT MICROSOFT CORP | $36.4M | 97.6K | 2.08% | Added(+19786.6%) |
| 5 | E ETHA ISHARES RUSSELL 1000 GROWTH | $36.2M | 291.3K | 2.06% | Added(+20430.9%) |
| 6 | G GOOGN ALPHABET INC SR | $34.1M | 95.4K | 1.94% | Added(+25327.7%) |
| 7 | A AAPL APPLE INC | $33.9M | 117.2K | 1.93% | Added(+5787.6%) |
| 8 | A AMZN AMAZON COM INC | $30M | 125.7K | 1.71% | Added(+9074.8%) |
| 9 | S SFNC SIMMONS 1ST NATL CORP | $28.2M | 1.25M | 1.61% | Added(+3566.7%) |
| 10 | V VGES VANGUARD FTSE DEVELOPED MARKETS | $26.5M | 371.5K | 1.51% | Added(+7160.6%) |
| 11 | E ETHA ISHARES CORE S&P SMALL-CAP (MKT) | $26.4M | 178.2K | 1.51% | Added(+6151.4%) |
| 12 | W WMT WALMART INC | $26.2M | 231.4K | 1.49% | Added(+2244.7%) |
| 13 | C CAT CATERPILLAR INC | $26.1M | 24.5K | 1.49% | Added(+2508.0%) |
| 14 | E ETHA ISHARES HIGH DIVIDEND (MKT) | $23.6M | 860.8K | 1.35% | Added(+38448.7%) |
| 15 | V VGES VANGUARD MID-CAP ETF (MKT) | $23.3M | 288.7K | 1.33% | Added(+54882.9%) |
| 16 | S STT-PG STATE STREET TECHNOLOGY SELECT | $21.7M | 113.6K | 1.24% | Added(+41990.7%) |
| 17 | Q QQQ INVESCO QQQ TRUST | $20.6M | 28.0K | 1.17% | Added(+18057.8%) |
| 18 | J JPM-PM JP MORGAN CHASE & CO | $20.6M | 62.8K | 1.17% | Added(+6377.9%) |
| 19 | D DELL DELL TECHNOLOGIES INC COM | $19.5M | 45.1K | 1.11% | Added(+1950.9%) |
| 20 | E ETHA ISHARES CORE S&P MID-CAP (MKT) | $19.3M | 250.4K | 1.10% | Added(+3787.3%) |