1y return+18.3%S&P 500 +20.9%
3y return+55.2%S&P 500 +68.5%
5y return+57.8%S&P 500 +74.5%
10y return+178.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $278 against $357 in the S&P 500.2
Simmons BankS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ORLYO Reilly Automotive Inc | $142.1M | 8.1% | |
| NVDANvidia Corporation Sr Nt | $65.2M | 3.7% | +4.1% |
| SPYState Street Spdr S&p 500 Etf | $51.4M | 2.9% | −3.9% |
| MSFTMicrosoft Corp | $39.9M | 2.3% | +6.7% |
| AAPLApple Inc | $39.4M | 2.2% | +4.3% |
| GOOGLAlphabet Inc Sr | $37.8M | 2.2% | +8.6% |
| IWFIshares Russell 1000 Growth | $36.8M | 2.1% | −1.3% |
| AMZNAmazon Com Inc | $32.8M | 1.9% | +10.4% |
| SFNCSimmons 1st Natl Corp | $29.2M | 1.7% | −2.7% |
| WMTWalmart Inc | $27.7M | 1.6% | +13.3% |
| CATCaterpillar Inc | $27.2M | 1.6% | −2.8% |
| VEAVanguard Ftse Developed Markets | $26.9M | 1.5% | −5.1% |
| IJRIshares Core S&p Small-cap (mkt) | $26.9M | 1.5% | −4.5% |
| HDVIshares High Dividend (mkt) | $23.9M | 1.4% | |
| VOVanguard Mid-cap Etf (mkt) | $23.5M | 1.3% | −1.1% |
| JPMJp Morgan Chase & Co | $22.4M | 1.3% | +8.8% |
| XLKState Street Technology Select | $21.7M | 1.2% | −3.6% |
| QQQInvesco Qqq Trust | $20.8M | 1.2% | |
| DELLDell Technologies Inc Com | $20.5M | 1.2% | |
| IJHIshares Core S&p Mid-cap (mkt) | $19.8M | 1.1% | |
| METAMeta Platforms Inc | $18.4M | 1.0% | +6.7% |
| KLACKla-tencor Corp | $18.3M | 1.0% | +890.3% |
| IWMIshares Russell 2000 (mkt) | $17.7M | 1.0% | +1.6% |
| GSGoldman Sachs Group Inc | $17.5M | 1.0% | −2.4% |
| LRCXLam Research Corp | $17.0M | 1.0% | +675.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Sr Nt | June 30, 2020 | +2006.7% | $65.2M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $14.0M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $27.2M |
| LLYEli Lilly & Co Sr Nt | June 30, 2020 | +630.6% | $13.0M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $17.0M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $17.5M |
| GOOGLAlphabet Inc Sr | June 30, 2020 | +404.0% | $37.8M |
| DEDeere & Co | June 30, 2020 | +303.7% | $14.3M |
| XLKState Street Technology Select | June 30, 2020 | +264.7% | $21.7M |
| DELLDell Technologies Inc Com | September 30, 2024 | +264.0% | $20.5M |
Sold off last quarter
- CTRACoterra Energy Inc was $3.2M
- Honeywell International IncCUSIP 438516106 was $940K
- Accenture PLCCUSIP G1151C101 was $735K
- Alcon IncCUSIP H01301128 was $562K
- EXEExpand Energy Corporation was $525K
- ASOAcademy Sports & Outdoors Inc was $401K
- MCOMoodys Corp was $366K
- BKNGBooking Hldgs Inc was $349K
- INTUIntuit was $317K
- FTSMFirst Trust Enhanced Short was $235K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.0% | +14.8% |
| March 31, 2026 | −0.2% | −4.6% |
| December 31, 2025 | −0.1% | +2.4% |
| September 30, 2025 | +8.0% | +7.8% |
| June 30, 2025 | +6.7% | +10.5% |
| March 31, 2025 | −0.5% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +0.7% | +4.0% |
| March 31, 2024 | +9.6% | +10.0% |
| December 31, 2023 | +9.2% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +5.7% | +8.3% |
| March 31, 2023 | +2.6% | +7.0% |
| December 31, 2022 | +10.6% | +7.1% |
| September 30, 2022 | −4.3% | −5.3% |
| June 30, 2022 | −13.8% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
| December 31, 2021 | +8.2% | +10.7% |
| September 30, 2021 | −0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Simmons Bank Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1674486&type=13F-HR&dateb=&owner=include&count=40CIK 1674486
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1674486/000119312526328871/Filed July 31, 2026 · accession 0001193125-26-328871