Simmons Bank
SEC Form 13F institutional filer · CIK 0001674486
13F-HR · 229 reported holdings · 2026-03-31
Simmons Bank is a bank.
Reported long-US-equity value
$1.28B
Top-10 concentration
41.4%
Simmons Bank — $1.28B AUM allocation strategy
Simmons Bank files SEC Form 13F and reports $1.28B of long US equity value across 229 reported holdings for 2026-03-31.
Its largest sector bet is Consumer Discretionary 13.2%, followed by Information Technology 9.7% and Financials 3.9%.
The top 10 holdings account for 41% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Simmons Bank — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.28B
total across 229 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
41% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NFLX +34.8K sh · +$3.36M+$NDAQ +12.8K sh · +$807K+$IVZ +10.3K sh · +$202K
Biggest trims (shares)
−$SBUX −69.9K sh · −$356K−$FTNT −40.6K sh · −$3.22M−$IVV −28.1K sh · −$152K
Exited to nil (held last quarter, gone now)
$ADSK ($3.25M last qtr)$FICO ($619K last qtr)$BR ($438K last qtr)$TSCO ($217K last qtr)$LYV ($214K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Automotive Retail11.2%—
- Semiconductors4.3%—
- Interactive Media & Services3.6%—
- Systems Software2.9%—
- Integrated Oil & Gas2.8%—
- Technology Hardware, Storage & Peripherals2.6%—
- Consumer Staples Merchandise Retail2.1%—
- Broadline Retail2.0%—
- Other holdings68.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $ORLY | O'Reilly Automotive Inc | 1.55M | $143M | +1.46K | 11.2% |
| $NVDA | NVIDIA Corporation | 313K | $54.6M | -4.05K | 4.3% |
| $MSFT | Microsoft Corporation | 100K | $37.1M | +4.32K | 2.9% |
| $AAPL | Apple Inc | 130K | $33.1M | +2.21K | 2.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 97.5K | $28M | -569 | 2.2% |
| $WMT | Walmart Inc | 215K | $26.8M | +1.86K | 2.1% |
| $AMZN | Amazon.com Inc | 125K | $25.9M | +3.14K | 2.0% |
…and 222 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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