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SB
Simmons Bank Portfolio holdings
AUM
$1.75B
1-Year Est. Return
33.61%
This Fund
S&P 500
This Quarter
Est. Return
+18.48%
1 Year Est. Return
+33.61%
3 Year Est. Return
+92.89%
5 Year Est. Return
+112.91%
10 Year Est. Return
+299.06%
AUM
$1.75B
AUM Growth
+$260M
(+17%)
Cap. Flow
+$84.6M
Cap. Flow
% of AUM
4.83%
Top 10 Holdings %
Top 10 Hldgs %
28.65%
Holding
380
New
37
Increased
141
Reduced
156
Closed
11
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lam Research
LRCX
|
+$10.4M |
| 2 |
Broadcom
AVGO
|
+$5.39M |
| 3 |
Eaton
ETN
|
+$3.6M |
| 4 |
Walmart Inc
WMT
|
+$3.56M |
| 5 |
Devon Energy
DVN
|
+$3.33M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
CTRA
Coterra Energy
CTRA
|
+$3.21M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.03M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.42M |
| 4 |
Cisco
CSCO
|
+$1.23M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.16M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 28.94% |
| 2 | Technology | 19.84% |
| 3 | Consumer Discretionary | 12.2% |
| 4 | Financials | 8.64% |
| 5 | Industrials | 7.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
| $16.7M | 0.95% |
23,674
-787
| -3% | -$527K |
|
|
27
Cisco
CSCO
$431B
| $15.7M | 0.9% |
133,798
-11,757
| -8% | -$1.23M |
|
28
ExxonMobil
XOM
$656B
| $14.6M | 0.83% |
106,802
-2,846
| -3% | -$426K |
|
29
Berkshire Hathaway Class B
BRK.B
$1.08T
| $14.3M | 0.82% |
28,630
+6,490
| +29% | +$3.12M |
|
30
Deere & Co
DE
$187B
| $14.3M | 0.82% |
22,538
+887
| +4% | +$514K |
|
31
Chevron
CVX
$409B
| $14.2M | 0.81% |
85,915
+55
| +0.1% | +$10.2K |
|
|
32
Broadcom
AVGO
$1.7T
| $14M | 0.8% |
36,994
+13,438
| +57% | +$5.39M |
|
33
iShares Core S&P 500 ETF
IVV
$889B
| $13.7M | 0.78% |
18,311
+389
| +2% | +$283K |
|
34
Bank of America
BAC
$438B
| $13.2M | 0.75% |
231,817
-3,543
| -2% | -$188K |
|
35
Vanguard FTSE Emerging Markets ETF
VWO
$128B
| $13.1M | 0.75% |
219,076
-7,834
| -3% | -$460K |
|
36
AbbVie
ABBV
$453B
| $13M | 0.74% |
51,844
-618
| -1% | -$133K |
|
37
Eli Lilly
LLY
$1.02T
| $13M | 0.74% |
10,864
+3,080
| +40% | +$3.15M |
|
38
GE Vernova
GEV
$251B
| $13M | 0.74% |
11,041
+2,605
| +31% | +$2.66M |
|
39
Costco
COST
$406B
| $12.4M | 0.71% |
13,298
+568
| +4% | +$566K |
|
40
Phillips 66
PSX
$102B
| $12.4M | 0.71% |
73,577
-1,655
| -2% | -$285K |
|
41
iShares MSCI EAFE ETF
EFA
$80.1B
| $11.8M | 0.68% |
113,954
+3,109
| +3% | +$320K |
|
42
Vanguard Morningstar Growth ETF
VUG
$228B
| $10.8M | 0.62% |
125,654
+30,236
| +32% | +$2.54M |
|
43
NextEra Energy
NEE
$174B
| $10.7M | 0.61% |
121,543
-148
| -0.1% | -$13.4K |
|
44
Micron Technology
MU
$1.15T
| $10.6M | 0.6% |
9,161
+116
| +1% | +$87K |
|
|
45
Eaton
ETN
$160B
| $9.97M | 0.57% |
23,396
+8,937
| +62% | +$3.6M |
|
46
iShares US Technology ETF
IYW
$25.5B
| $9.67M | 0.55% |
38,347
-258
| -0.7% | -$59.3K |
|
47
Amgen
AMGN
$236B
| $9.47M | 0.54% |
26,161
+1,336
| +5% | +$457K |
|
48
Great Southern Bancorp
GSBC
$874M
| $9.39M | 0.54% |
119,791
| – | – |
|
49
Alphabet (Google) Class C
GOOG
$4.1T
| $9.16M | 0.52% |
25,925
+1,277
| +5% | +$456K |
|
50
Palo Alto Networks
PANW
$272B
| $9.08M | 0.52% |
26,617
+3,513
| +15% | +$804K |
|
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Simmons Bank's Q2 2026 Portfolio in Review
As of Q2 2026, Simmons Bank held 380 positions worth $1.75B, up 17% from $1.49B the previous quarter. Its ten largest holdings account for 29% of the portfolio.
Simmons Bank deployed $84.6M of net new capital in Q2 2026, opening 37 new positions and adding to 141 existing holdings. Its largest new stake was Global X US Infrastructure Development ETF: 31,572 shares worth $1.86M.
By sector, the portfolio is most concentrated in Miscellaneous at 29% of assets, down from 30% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $2.03M trimmed.
- Simmons Bank's largest Q2 2026 buy was Global X US Infrastructure Development ETF: 31,572 shares worth $1.86M.
- Simmons Bank added most to Lam Research in Q2 2026, an estimated $10.4M increase.
- Simmons Bank's biggest Q2 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $2.03M.
- Simmons Bank fully exited Coterra Energy in Q2 2026, selling an estimated $3.21M.
- Simmons Bank's ten largest holdings make up 29% of its $1.75B portfolio in Q2 2026.
- Simmons Bank opened 37 new positions and closed 11 in Q2 2026.
- Simmons Bank's portfolio value rose 17% quarter-over-quarter to $1.75B.
Based on Simmons Bank's 13F filing for Q2 2026, filed 31 Jul 2026.