Fund HoldingsSimmons Bank

Total Portfolio Value
$1.22B
Total Bought
$77.77M
Total Sold
$69.20M
Net Transaction
+$8.57M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SIMMONS 1ST NATL CORP(SFNC)01,977,793+1,977,793039,2393.20%+39,239
MICROSOFT CORP(MSFT)0100,785+100,785037,8993.09%+37,899
O REILLY AUTOMOTIVE INC(ORLY)0117,416+117,4160111,5559.11%+111,555
SPDR S&P 500 (MKT)(SPY)096,934+96,934046,0743.76%+46,074
PIMCO ENHANCED SHORT MATURITY
ENHAN SHRT MA AC
050,674+50,67405,0570.41%+5,057
APPLE INC(AAPL)0127,706+127,706024,5872.01%+24,587
AMAZON COM INC(AMZN)0115,414+115,414017,5361.43%+17,536
ISHARES RUSSELL 1000 GROWTH092,861+92,861028,1532.30%+28,153
NVIDIA CORP(NVDA)038,697+38,697019,1641.56%+19,164
SALESFORCE(CRM)030,925+30,92508,1380.66%+8,138
ADOBE SYSTEMS INC(ADBE)24,61724,790+17312,55214,7901.21%+2,237
ISHARES CORE S&P SMALL-CAP (MKT)0197,658+197,658021,3971.75%+21,397
META PLATFORMS INC(META)28,99229,998+1,0068,70410,6180.87%+1,914
BANK OF AMERICA CORP0234,780+234,78007,9050.65%+7,905
GREAT SOUTHN BANCORP INC(GSBC)0165,441+165,44109,8190.80%+9,819
HOME DEPOT INC(HD)031,137+31,137010,7910.88%+10,791
JP MORGAN CHASE & CO(JPM)073,659+73,659012,5291.02%+12,529
COSTCO WHOLESALE CORP NEW(COST)10,62211,343+7216,0017,4870.61%+1,486
INVESCO QQQ TR031,787+31,787013,0171.06%+13,017
TECHNOLOGY SELECT SECTOR SPDRR
ST STR TECHN ETF
069,818+69,818013,4391.10%+13,439
ALPHABET INC(GOOG)91,57996,054+4,47511,98413,4181.10%+1,434
KLA-TENCOR CORP(KLAC)05,905+5,90503,4330.28%+3,433
DOLLAR GENERAL CORP(DG)09,546+9,54601,2980.11%+1,298
ASTRAZENECA PLC(AZN)023,134+23,13401,5580.13%+1,558
SPDR S&P MIDCAP 400 (MKT)(MDY)026,121+26,121013,2531.08%+13,253
GOLDMAN SACHS GROUP INC(GS)15,71516,332+6175,0856,3000.51%+1,215
DISNEY WALT CO(DIS)049,698+49,69804,4870.37%+4,487
PHILLIPS 66(PSX)67,83070,147+2,3178,1509,3390.76%+1,190
CATERPILLAR INC(CAT)36,49137,687+1,1969,96211,1430.91%+1,181
INVESCO EXCHANGE TRADED FD TR
S&P500 EQL WGT
08,759+8,75901,3820.11%+1,382
ISHARES RUSSELL 2000 (MKT)051,527+51,527010,3420.84%+10,342
ISHARES CORE S&P MID-CAP (MKT)061,576+61,576017,0661.39%+17,066
VANGUARD MID-CAP ETF (MKT)086,155+86,155020,0431.64%+20,043
COMCAST CORP(CCZ)42,37363,112+20,7391,8792,7670.23%+889
ON SEMICONDUCTOR CORP(ON)010,565+10,56508820.07%+882
VERIZON COMMUNICATIONS INC(VZ)0156,519+156,51905,9010.48%+5,901
UNITEDHEALTH GROUP INC(UNH)010,795+10,79505,6830.46%+5,683
CHECK POINT SOFTWARE
ORD
20,00722,698+2,6912,6673,4680.28%+802
MICROCHIP TECHNOLOGY INC(MCHP)068,650+68,65006,1910.51%+6,191
BOEING CO(BA)011,633+11,63303,0320.25%+3,032
ISHARES US TECHNOLOGY (MKT)042,311+42,31105,1940.42%+5,194
VANGUARD FTSE DEVELOPED MARKETS0464,557+464,557022,2521.82%+22,252
AMERICAN TOWER CORP(AMT)015,260+15,26003,2940.27%+3,294
INTEL CORP(INTC)60,64856,209-4,4392,1562,8250.23%+668
AMERICAN ELECTRIC POWER INC060,608+60,60804,9230.40%+4,923
CBRE GROUP INC(CBRE)023,013+23,01302,1420.17%+2,142
ISHARES MSCI EAFE (MKT)0118,218+118,21808,9080.73%+8,908
INTERCONTINENTALEXCHANGE GROUP(ICE)027,832+27,83203,5740.29%+3,574
QUALCOMM INC(QCOM)025,326+25,32603,6630.30%+3,663
FORTINET INC(FTNT)19,96930,664+10,6951,1721,7950.15%+623
INTUITIVE SURGICAL INC014,997+14,99705,0590.41%+5,059
LOCKHEED MARTIN CORP(LMT)012,896+12,89605,8450.48%+5,845
SUPER MICRO COMPUTER INC(SMCI)01,993+1,99305670.05%+567
BERKSHIRE HATHAWAY INC12+15311,0850.09%+554
BHP GROUP LIMITED31,65534,462+2,8071,8012,3540.19%+554
BOOKING HLDGS INC(BKNG)0866+86603,0720.25%+3,072
UBS GROUP AG SHS(UBS)66,74070,844+4,1041,6452,1890.18%+544
TEXAS INSTRUMENTS INC(TXN)030,600+30,60005,2160.43%+5,216
L3HARRIS TECHNOLOGIES INC COM(LHX)02,516+2,51605300.04%+530
SPDR S&P DIVIDEND ETF (MKT)
ST STR SP DIV
068,726+68,72608,5890.70%+8,589
UNION PACIFIC CORP(UNP)018,935+18,93504,6510.38%+4,651
EDWARDS LIFESCIENCES CORP035,992+35,99202,7440.22%+2,744
BROADCOM INC COM(AVGO)1,6891,704+151,4031,9020.16%+499
VANGUARD GROWTH ETF (MKT)019,753+19,75306,1410.50%+6,141
ELI LILLY & CO(LLY)7,7858,012+2274,1824,6700.38%+489
RED RIVER BANCSHARES INC08,427+8,42704730.04%+473
VANGUARD INFORMATION TECHNOLOGY
INF TECH ETF
06,652+6,65203,2200.26%+3,220
DEERE & CO(DE)019,645+19,64507,8550.64%+7,855
NEXTERA ENERGY INC(NEE)0105,347+105,34706,3990.52%+6,399
MERCK & CO INC(MRK)089,776+89,77609,7870.80%+9,787
FINANCIAL SELECT SECTOR SPDRR
ST STR FINL ETF
0111,612+111,61204,1970.34%+4,197
VISA INC(V)012,116+12,11603,1540.26%+3,154
DOW INC COM(DOW)57,65761,630+3,9732,9733,3800.28%+407
ETSY INC(ETSY)014,811+14,81101,2000.10%+1,200
MCDONALDS CORP(MCD)011,479+11,47903,4040.28%+3,404
MASTERCARD INC(MA)5,3175,817+5002,1052,4810.20%+376
US BANCORP DEL(USB)038,423+38,42301,6630.14%+1,663
RALPH LAUREN CORP CL A(RL)02,500+2,50003610.03%+361
T ROWE PRICE GROUP INC(TROW)3,5036,628+3,1253677140.06%+346
ABBVIE INC SR NT(ABBV)65,97365,658-3159,83410,1750.83%+341
ISHARES RUSSELL 3000 (MKT)015,252+15,25204,1750.34%+4,175
ISHARES CORE TOTAL US BOND047,586+47,58604,7230.39%+4,723
INTERNATIONAL BUSINESS MACHS(IBM)15,64615,453-1932,1952,5270.21%+332
SOUTHERN CO(SO)055,519+55,51903,8930.32%+3,893
EOG RESOURCES INC(EOG)3,6616,521+2,8604647890.06%+325
HONEYWELL INTERNATIONAL INC(HON)023,411+23,41104,9100.40%+4,910
BANK OZK(OZK)039,350+39,35001,9610.16%+1,961
ISHARES CORE S&P 500 (MKT)16,86315,820-1,0437,2417,5560.62%+315
LINDE PLC(LIN)09,047+9,04703,7160.30%+3,716
XYLEM INC(XYL)012,345+12,34501,4120.12%+1,412
NIKE INC(NKE)046,370+46,37005,0340.41%+5,034
DUKE ENERGY CORP(DUK)31,49131,807+3162,7793,0870.25%+307
VANGUARD VALUE INDEX039,786+39,78605,9480.49%+5,948
TYSON FOODS INC(TSN)44,75147,489+2,7382,2592,5530.21%+293
ABBOTT LABORATORIES042,587+42,58704,6880.38%+4,688
CONSUMER DISCRET SELECT SECTOR
ST STR DISCR ETF
027,075+27,07504,8410.40%+4,841
SKYWORKS SOLUTIONS INC(SWKS)02,477+2,47702780.02%+278
VANGUARD SMALL CAP VALUE ETF015,445+15,44502,7790.23%+2,779
ISHARES MSCI USA ESG SELECT025,108+25,10802,5240.21%+2,524
GSK PLC(GSK)134,584138,714+4,1304,8795,1410.42%+262
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