SIMMONS BANK

Filed: 2/5/2025ACC: 0000950123-25-000894

📋 What this filing means

SIMMONS BANK filed this quarterly 13F‑HR report disclosing 331 equity positions with a total reported market value of $1.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

331

Positions

$1.37B

Total AUM (reported)

11.01M

Total Shares

Allocation by class

COMMON STOCK$893.15M65.3%

MUTUAL FUND/STO$414.43M30.3%

FOREIGN STOCK$37.85M2.8%

MUTUAL FUNDS GL$10.12M0.7%

MUTUAL FUND/COR$9.01M0.7%

MUTUAL FUND/GOV$2.86M0.2%

PARTNERSHIPS$262.9K0.0%

Portfolio Concentration

Top 3$220.65M16.1%

4–10$211.71M15.5%

11–25$242.65M17.7%

Rest$692.67M50.6%

Top 3 weight

16.1%

Top 10 weight

31.6%

Voting Authority Distribution

Total shares with voting rights: 11.01M

Sole

Full voting authority

9.16M

% of voting shares83.2%

Shared

Joint voting authority

50.11K

% of voting shares0.5%

None

No voting authority

1.80M

% of voting shares16.4%

Investment Discretion (by position count)

Sole330

Shared0

Other1

Dominant voting typeSole · 83.2% of voting shares

Institutional Holdings331

Rows:

O REILLY AUTOMOTIVE INC

SOLE

COMMON STOCK

Shares105.94K

TypeSH

Market value$125.62M

9.18%

Sole

105.02K

Shared

0.00

None

919.00

SPDR S&P 500 (MKT)

SOLE

MUTUAL FUND/STO

Shares85.43K

TypeSH

Market value$50.07M

3.66%

Sole

84.27K

Shared

0.00

None

1.16K

NVIDIA CORP

SOLE

COMMON STOCK

Shares334.82K

TypeSH

Market value$44.96M

3.29%

Sole

332.36K

Shared

0.00

None

2.46K

MICROSOFT CORP

SOLE

COMMON STOCK

Shares99.16K

TypeSH

Market value$41.80M

3.06%

Sole

94.48K

Shared

0.00

None

4.68K

ISHARES RUSSELL 1000 GROWTH

SOLE

MUTUAL FUND/STO

Shares84.57K

TypeSH

Market value$33.96M

2.48%

Sole

84.07K

Shared

0.00

None

503.00

APPLE INC

SOLE

COMMON STOCK

Shares132.21K

TypeSH

Market value$33.11M

2.42%

Sole

114.74K

Shared

0.00

None

17.46K

SIMMONS 1ST NATL CORP

SOLE

COMMON STOCK

Shares1.33M

TypeSH

Market value$29.56M

2.16%

Sole

0.00

Shared

50.11K

None

1.28M

AMAZON COM INC

SOLE

COMMON STOCK

Shares125.31K

TypeSH

Market value$27.49M

2.01%

Sole

117.55K

Shared

0.00

None

7.76K

ISHARES HIGH DIVIDEND (MKT)

SOLE

MUTUAL FUND/STO

Shares205.40K

TypeSH

Market value$23.06M

1.69%

Sole

202.33K

Shared

0.00

None

3.07K

WALMART INC

SOLE

COMMON STOCK

Shares251.68K

TypeSH

Market value$22.74M

1.66%

Sole

251.09K

Shared

0.00

None

590.00

ISHARES CORE S&P SMALL-CAP (MKT)

SOLE

MUTUAL FUND/STO

Shares195.80K

TypeSH

Market value$22.56M

1.65%

Sole

195.55K

Shared

0.00

None

250.00

VANGUARD MID-CAP ETF (MKT)

SOLE

MUTUAL FUND/STO

Shares82.03K

TypeSH

Market value$21.67M

1.58%

Sole

81.87K

Shared

0.00

None

160.00

VANGUARD FTSE DEVELOPED MARKETS

SOLE

MUTUAL FUND/STO

Shares428.22K

TypeSH

Market value$20.48M

1.50%

Sole

424.53K

Shared

0.00

None

3.69K

ISHARES CORE S&P MID-CAP (MKT)

SOLE

MUTUAL FUND/STO

Shares303.95K

TypeSH

Market value$18.94M

1.38%

Sole

301.42K

Shared

0.00

None

2.54K

ALPHABET INC

SOLE

COMMON STOCK

Shares98.30K

TypeSH

Market value$18.61M

1.36%

Sole

91.61K

Shared

0.00

None

6.69K

META PLATFORMS INC

SOLE

COMMON STOCK

Shares30.05K

TypeSH

Market value$17.60M

1.29%

Sole

29.43K

Shared

0.00

None

617.00

SPDR S&P MIDCAP 400 (MKT)

SOLE

MUTUAL FUND/STO

Shares28.46K

TypeSH

Market value$16.21M

1.19%

Sole

28.46K

Shared

0.00

None

0.00

TECHNOLOGY SELECT SECTOR SPDRR

SOLE

MUTUAL FUND/STO

Shares65.58K

TypeSH

Market value$15.25M

1.11%

Sole

65.28K

Shared

0.00

None

306.00

INVESCO QQQ TR

SOLE

MUTUAL FUND/STO

Shares29.74K

TypeSH

Market value$15.21M

1.11%

Sole

29.43K

Shared

0.00

None

319.00

JP MORGAN CHASE & CO

SOLE

COMMON STOCK

Shares63.24K

TypeSH

Market value$15.16M

1.11%

Sole

61.11K

Shared

0.00

None

2.13K

ISHARES RUSSELL 2000 (MKT)

SOLE

MUTUAL FUND/STO

Shares59.56K

TypeSH

Market value$13.16M

0.96%

Sole

59.38K

Shared

0.00

None

177.00

EXXON MOBIL CORP

SOLE

COMMON STOCK

Shares120.78K

TypeSH

Market value$12.99M

0.95%

Sole

119.29K

Shared

0.00

None

1.49K

CHEVRON CORP NEW

SOLE

COMMON STOCK

Shares83.13K

TypeSH

Market value$12.04M

0.88%

Sole

76.57K

Shared

0.00

None

6.56K

HOME DEPOT INC

SOLE

COMMON STOCK

Shares29.45K

TypeSH

Market value$11.46M

0.84%

Sole

27.50K

Shared

0.00

None

1.95K

COSTCO WHOLESALE CORP NEW

SOLE

COMMON STOCK

Shares12.37K

TypeSH

Market value$11.33M

0.83%

Sole

12.30K

Shared

0.00

None

65.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
O REILLY AUTOMOTIVE INCSOLE	COMMON STOCK	105.94K	SH	$125.62M 9.18%	105.02K	0.00	919.00
SPDR S&P 500 (MKT)SOLE	MUTUAL FUND/STO	85.43K	SH	$50.07M 3.66%	84.27K	0.00	1.16K
NVIDIA CORPSOLE	COMMON STOCK	334.82K	SH	$44.96M 3.29%	332.36K	0.00	2.46K
MICROSOFT CORPSOLE	COMMON STOCK	99.16K	SH	$41.80M 3.06%	94.48K	0.00	4.68K
ISHARES RUSSELL 1000 GROWTHSOLE	MUTUAL FUND/STO	84.57K	SH	$33.96M 2.48%	84.07K	0.00	503.00
APPLE INCSOLE	COMMON STOCK	132.21K	SH	$33.11M 2.42%	114.74K	0.00	17.46K
SIMMONS 1ST NATL CORPSOLE	COMMON STOCK	1.33M	SH	$29.56M 2.16%	0.00	50.11K	1.28M
AMAZON COM INCSOLE	COMMON STOCK	125.31K	SH	$27.49M 2.01%	117.55K	0.00	7.76K
ISHARES HIGH DIVIDEND (MKT)SOLE	MUTUAL FUND/STO	205.40K	SH	$23.06M 1.69%	202.33K	0.00	3.07K
WALMART INCSOLE	COMMON STOCK	251.68K	SH	$22.74M 1.66%	251.09K	0.00	590.00
ISHARES CORE S&P SMALL-CAP (MKT)SOLE	MUTUAL FUND/STO	195.80K	SH	$22.56M 1.65%	195.55K	0.00	250.00
VANGUARD MID-CAP ETF (MKT)SOLE	MUTUAL FUND/STO	82.03K	SH	$21.67M 1.58%	81.87K	0.00	160.00
VANGUARD FTSE DEVELOPED MARKETSSOLE	MUTUAL FUND/STO	428.22K	SH	$20.48M 1.50%	424.53K	0.00	3.69K
ISHARES CORE S&P MID-CAP (MKT)SOLE	MUTUAL FUND/STO	303.95K	SH	$18.94M 1.38%	301.42K	0.00	2.54K
ALPHABET INCSOLE	COMMON STOCK	98.30K	SH	$18.61M 1.36%	91.61K	0.00	6.69K
META PLATFORMS INCSOLE	COMMON STOCK	30.05K	SH	$17.60M 1.29%	29.43K	0.00	617.00
SPDR S&P MIDCAP 400 (MKT)SOLE	MUTUAL FUND/STO	28.46K	SH	$16.21M 1.19%	28.46K	0.00	0.00
TECHNOLOGY SELECT SECTOR SPDRRSOLE	MUTUAL FUND/STO	65.58K	SH	$15.25M 1.11%	65.28K	0.00	306.00
INVESCO QQQ TRSOLE	MUTUAL FUND/STO	29.74K	SH	$15.21M 1.11%	29.43K	0.00	319.00
JP MORGAN CHASE & COSOLE	COMMON STOCK	63.24K	SH	$15.16M 1.11%	61.11K	0.00	2.13K
ISHARES RUSSELL 2000 (MKT)SOLE	MUTUAL FUND/STO	59.56K	SH	$13.16M 0.96%	59.38K	0.00	177.00
EXXON MOBIL CORPSOLE	COMMON STOCK	120.78K	SH	$12.99M 0.95%	119.29K	0.00	1.49K
CHEVRON CORP NEWSOLE	COMMON STOCK	83.13K	SH	$12.04M 0.88%	76.57K	0.00	6.56K
HOME DEPOT INCSOLE	COMMON STOCK	29.45K	SH	$11.46M 0.84%	27.50K	0.00	1.95K
COSTCO WHOLESALE CORP NEWSOLE	COMMON STOCK	12.37K	SH	$11.33M 0.83%	12.30K	0.00	65.00

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