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Livermore
Livermore
ZHEN

Simmons Bank

SEC CIK
0001674486
Latest filing
Jul 31, 2026

The latest 13F from Simmons Bank covers Q2 2026 (filed Jul 31, 2026): 369 long positions worth $1.75B. The top 10 holdings make up 28.7% of the portfolio, and the largest is O Reilly Automotive Inc (ORLY) at 8.1%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
38
Est. +$20.4M
Added
141
Est. +$107.7M
Reduced
155
Est. −$29.5M
Sold out
12
Est. −$8.08M

Top 5 holdings

Share of this quarter's portfolio value

  1. ORLYO Reilly Automotive Inc
    8.1%$142.1MHistory
  2. NVDANVIDIA Corp
    3.7%$65.2MHistory
  3. SPYSPDR S&P 500 ETF Trust
    2.9%$51.4MHistory
  4. MSFTMicrosoft Corp
    2.3%$39.9MHistory
  5. AAPLApple Inc.
    2.2%$39.4MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. LRCXLam Research Corp
    +$14.8MAddedHistory
  2. AVGOBroadcom Inc.
    +$5.08MAddedHistory
  3. ETNEaton Corp plc
    +$3.81MAddedHistory
  4. LLYEli Lilly & Co
    +$3.69MAddedHistory
  5. BRK.BBerkshire Hathaway Inc
    +$3.25MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. LRCXLam Research Corp
    +0.90 pp0.1% → 1.0%History
  2. MUMicron Technology Inc
    +0.40 pp0.2% → 0.6%History
  3. AVGOBroadcom Inc.
    +0.31 pp0.5% → 0.8%History
  4. GOOGLAlphabet Inc.
    +0.28 pp1.9% → 2.2%History
  5. PANWPalo Alto Networks Inc
    +0.27 pp0.2% → 0.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. CTRACoterra Energy Inc.
    −$3.21MSold outHistory
  2. SPYSPDR S&P 500 ETF Trust
    −$2.09MReducedHistory
  3. Vanguard Ftse Developed Markets ETF921943858
    −$1.45MReduced
  4. CSCOCisco Systems, Inc.
    −$1.38MReducedHistory
  5. iShares Core S&P Small Cap ETF464287804
    −$1.25MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. ORLYO Reilly Automotive Inc
    −1.48 pp9.6% → 8.1%History
  2. XOMExxonMobil Holdings Corp
    −0.41 pp1.2% → 0.8%History
  3. iShares Core High Dividend ETF46429B663
    −0.24 pp1.6% → 1.4%
  4. CTRACoterra Energy Inc.
    −0.21 pp0.2% → 0.0%History
  5. PSXPhillips 66
    −0.21 pp0.9% → 0.7%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.75B
+$260.2M (+17.4%) vs. prior quarter
Positions
369
+26 vs. prior quarter
Top 10 concentration
28.7%
Top 10 as share of value
Turnover
2.3%
Q2 2026, one quarter
Average holding period
20.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.75B (Q2 2026)

Q1 2021: $1.32BQ2 2021: $1.38BQ3 2021: $1.38BQ4 2021: $1.43BQ1 2022: $1.34BQ2 2022: $1.14BQ3 2022: $1.07BQ4 2022: $1.16BQ1 2023: $1.17BQ2 2023: $1.19BQ3 2023: $1.13BQ4 2023: $1.22BQ1 2024: $1.33BQ2 2024: $1.32BQ3 2024: $1.38BQ4 2024: $1.37BQ1 2025: $1.33BQ2 2025: $1.40BQ3 2025: $1.50BQ4 2025: $1.50BQ1 2026: $1.49BQ2 2026: $1.75B
Q1 2021Q2 2026
13F filings of Simmons Bank by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 31, 2026369$1.75BORLYNVDASPYvs. Q1 2026SEC
Q1 2026Apr 23, 2026343$1.49BORLYNVDASPYvs. Q4 2025SEC
Q4 2025Feb 5, 2026327$1.50BORLYNVDASPYvs. Q3 2025SEC
Q3 2025Nov 4, 2025328$1.50BORLYNVDASPYvs. Q2 2025SEC
Q2 2025Aug 6, 2025334$1.40BORLYNVDASPYvs. Q1 2025SEC
Q1 2025Apr 29, 2025327$1.33BORLYSPYMSFTvs. Q4 2024SEC
Q4 2024Feb 5, 2025331$1.37BORLYSPYNVDAvs. Q3 2024SEC
Q3 2024Nov 5, 2024335$1.38BORLYSPYMSFTvs. Q2 2024SEC
Q2 2024Jul 26, 2024328$1.32BORLYSPYMSFTvs. Q1 2024SEC
Q1 2024May 14, 2024334$1.33BORLYSPYMSFTvs. Q4 2023SEC
Q4 2023Feb 6, 2024331$1.22BORLYSPYSFNCvs. Q3 2023SEC
Q3 2023Oct 26, 2023318$1.13BORLYSPYMSFTvs. Q2 2023SEC
Q2 2023Aug 3, 2023327$1.19BORLYSPYMSFTvs. Q1 2023SEC
Q1 2023Apr 28, 2023333$1.17BORLYSPYSFNCvs. Q4 2022SEC
Q4 2022Feb 8, 2023338$1.16BORLYSPYSFNCvs. Q3 2022SEC
Q3 2022Oct 27, 2022334$1.07BORLYSFNCSPYvs. Q2 2022SEC
Q2 2022Jul 29, 2022347$1.14BORLYSFNCSPYvs. Q1 2022SEC
Q1 2022Apr 21, 2022362$1.34BORLYSFNCSPYvs. Q4 2021SEC
Q4 2021Jan 28, 2022376$1.43BORLYSFNCSPYvs. Q3 2021SEC
Q3 2021Oct 26, 2021373$1.38BORLYSFNCSPYvs. Q2 2021SEC
Q2 2021Aug 5, 2021371$1.38BORLYSFNCVanguard Ftse Developed Markets ETFvs. Q1 2021SEC
Q1 2021May 6, 2021359$1.32BORLYSFNCVanguard Ftse Developed Markets ETF–SEC