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13F-HR filed by Simmons Bank

Simmons Bank filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-23, with 343 holding rows worth $1,493,010,391.

Accession
0001193125-26-173397
Filed
2026-04-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A combination report, 791 entries on the cover page, a total value of $1,493,010,391 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,493,010,391 with VALUE read as dollars as filed, 13F file number 028-17448. The quarter's positions are built on this report. The resolved quarter.

Other managers

  • reports for this filerKing Luther Captial Management Corp 028-01071
  • included managerSimmons First National Corp
  • included managerKing Luther Capital Management Corp 028-01071

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
OREILLY AUTOMOTIVE INC COM67103H107Stock1,550,021$143,082,452dollars as filed
NVIDIA Corp67066G104COM313,063$54,598,172dollars as filed
SPY78462F103SHS71,620$46,576,709dollars as filed
Microsoft Corp594918104COM100,322$37,136,212dollars as filed
Apple Inc037833100COM130,494$33,118,077dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK75,072$32,010,705dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM97,450$28,022,712dollars as filed
Walmart Inc.931142103COM215,468$26,778,345dollars as filed
Amazon.com, Inc023135106COM124,531$25,936,064dollars as filed
SIMMONS 1ST NATL CORP828730200CL A $1 PAR1,327,365$25,817,233dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS397,336$25,461,169dollars as filed
ISHARES TR46429B663CORE HIGH DV ETF176,184$23,911,423dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS189,522$23,559,496dollars as filed
Vanguard Mid-Cap ETF922908629SHS73,772$21,185,863dollars as filed
Caterpillar Inc.149123101COM26,265$18,607,713dollars as filed
EXXON MOBIL CORP30231G102COM109,648$18,602,884dollars as filed
JPMorgan Chase & Co46625H100COM62,849$18,487,640dollars as filed
Chevron Corporation166764100COM85,860$17,764,481dollars as filed
IJH464287507COM259,098$17,496,977dollars as filed
META PLATFORMS INC CL A30303M102COM30,573$17,491,161dollars as filed
INVESCO QQQ TR46090E103COM28,352$16,364,209dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS118,292$15,721,015dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS24,461$15,085,950dollars as filed
Goldman Sachs Group,Inc.38141G104COM17,714$14,985,917dollars as filed
iShares Russell 2000 ETF464287655SHS57,834$14,342,832dollars as filed
PHILLIPS 66 COM718546104Stock75,232$13,705,779dollars as filed
Costco Wholesale Corporation22160K105COM12,730$12,684,551dollars as filed
VWO922042858SHS226,910$12,264,514dollars as filed
Deere & Company244199105COM21,651$12,196,047dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS17,922$11,706,829dollars as filed
Bank of America Corp060505104COM235,360$11,473,871dollars as filed
AbbVie,Inc.00287Y109COM52,462$11,409,749dollars as filed
NextEra Energy,Inc.65339F101COM121,691$11,302,660dollars as filed
Cisco Systems,Inc.17275R102COM145,555$11,293,623dollars as filed
ISHARES TR464287465MSCI EAFE ETF110,845$10,766,284dollars as filed
Berkshire Hathaway Inc084670702COM22,140$10,609,488dollars as filed
Lockheed Martin Corporation539830109COM15,751$9,519,765dollars as filed
KLA CORP482480100COM6,137$9,036,165dollars as filed
Oracle Corporation68389X105COM60,444$8,891,922dollars as filed
Home Depot, Inc437076102COM26,658$8,767,560dollars as filed
Amgen Inc.031162100COM24,825$8,734,695dollars as filed
SPDR S&P Dividend ETF78464A763SHS59,083$8,622,580dollars as filed
Merck & Co.,Inc.58933Y105COM71,297$8,576,333dollars as filed
Johnson & Johnson478160104COM34,243$8,370,363dollars as filed
Coca-Cola Company191216100COM109,686$8,341,632dollars as filed
Intuitive Surgical,Inc.46120E602COM17,788$8,200,134dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF26,540$7,931,486dollars as filed
Southern Company842587107COM81,719$7,887,434dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock47,700$7,828,849dollars as filed
GREAT SOUTHERN BANCORP INC390905107COMMON STOCK119,791$7,562,406dollars as filed
Verizon Communications Inc92343V104COM149,414$7,500,588dollars as filed
PepsiCo,Inc.713448108COM48,268$7,495,543dollars as filed
GE Vernova Inc.36828A101COM8,436$7,363,856dollars as filed
Broadcom Inc.11135F101COM23,556$7,290,576dollars as filed
Procter & Gamble Co742718109COM50,034$7,226,916dollars as filed
Eli Lilly and Company532457108COM7,784$7,159,527dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM24,648$7,070,530dollars as filed
iShares U.S. Technology ETF464287721SHS38,605$7,003,721dollars as filed
Vanguard Growth922908736COM15,903$6,945,843dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL38,266$6,188,770dollars as filed
Vanguard Value ETF922908744SHS31,317$6,144,006dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM30,753$5,902,113dollars as filed
Danaher Corporation235851102COM29,908$5,670,562dollars as filed
Raytheon Technologies Corporation75513E101COM28,724$5,540,869dollars as filed
Intercontinental Exchange,Inc.45866F104COM34,583$5,439,213dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock6,047$5,413,473dollars as filed
Gilead Sciences,Inc.375558103COM38,221$5,326,860dollars as filed
Eaton Corp. PlcG29183103COM14,459$5,171,540dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS35,106$5,146,898dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS103,150$5,092,521dollars as filed
Lowes Companies,Inc.548661107COM20,900$4,938,252dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR44,789$4,881,109dollars as filed
CME Group Inc. Class A12572Q105COM16,180$4,778,767dollars as filed
Duke Energy Corporation26441C204COM36,141$4,732,304dollars as filed
Tesla Motors, Inc88160R101COM12,727$4,731,326dollars as filed
ENTERGY CORP NEW COM29364G103Stock40,518$4,552,604dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF78,549$4,460,798dollars as filed
Thermo Fisher Scientific Inc.883556102COM8,983$4,415,452dollars as filed
Linde plcG54950103COM8,621$4,273,952dollars as filed
Walt Disney Co254687106COM43,846$4,225,784dollars as filed
Union Pacific Corporation907818108COM17,383$4,217,469dollars as filed
Pfizer Inc.717081103COM149,603$4,200,851dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK3,138$4,144,762dollars as filed
Salesforce.com, Inc79466L302COM20,958$3,912,215dollars as filed
VGT92204A702SHS5,550$3,872,348dollars as filed
Visa Inc92826C839COM12,636$3,819,104dollars as filed
International Business Machines Corporation459200101COM15,660$3,795,833dollars as filed
Waste Management, Inc.94106L109COM16,358$3,758,921dollars as filed
Texas Instruments Incorporated882508104COM19,307$3,748,262dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS33,749$3,741,417dollars as filed
CORTEVA INC COM22052L104Stock44,640$3,736,726dollars as filed
PALO ALTO NETWORKS INC697435105COM23,104$3,704,030dollars as filed
Netflix, Inc64110L106COM38,485$3,700,346dollars as filed
SELECT SECTOR SPDR TR81369Y308STATE STREET CON44,698$3,664,348dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock27,809$3,645,205dollars as filed
TYSON FOODS INC CL A902494103Stock56,676$3,631,231dollars as filed
Altria Group Inc02209S103COM54,748$3,612,828dollars as filed
MasterCard, Inc57636Q104COM7,013$3,504,126dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF9,363$3,470,306dollars as filed
FLEX LTD ORDY2573F102Stock52,936$3,465,215dollars as filed
Abbott Laboratories002824100COM33,707$3,460,710dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS55,833$3,420,331dollars as filed
CBRE GROUP INC CL A12504L109Stock25,000$3,386,503dollars as filed
Applied Materials,Inc.038222105COM9,686$3,310,597dollars as filed
Uber Technologies90353T100COM45,670$3,285,048dollars as filed
BHP BILLITON LIMITED SPONSORED ADS088606108ADR45,138$3,283,350dollars as filed
SUNCOR ENERGY INC NEW COM867224107Stock49,638$3,281,577dollars as filed
COTERRA ENERGY INC COM127097103Stock91,267$3,207,133dollars as filed
GSK PLC SPONSORED ADR37733W204ADR57,886$3,194,731dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock49,444$3,194,584dollars as filed
XYLEM INC COM98419M100Stock26,493$3,166,037dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock4,633$3,160,768dollars as filed
MURPHY OIL CORP COM626717102Stock76,474$3,154,562dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS31,713$3,148,151dollars as filed
ON SEMICONDUCTOR CORP COM682189105Stock49,915$3,090,746dollars as filed
Qualcomm Incorporated747525103COM23,902$3,078,108dollars as filed
ULTA BEAUTY INC COM90384S303Stock5,852$3,058,909dollars as filed
Micron Technology,Inc.595112103COM9,045$3,055,764dollars as filed
NASDAQ INC COM631103108Stock35,948$3,051,616dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock3,946$3,048,841dollars as filed
CUMMINS INC COM231021106Stock5,645$3,037,125dollars as filed
ISHARES TR464288802ESG OPTIMIZED22,310$2,947,151dollars as filed
American Tower Corporation03027X100COM17,062$2,944,562dollars as filed
SELECT SECTOR SPDR TR81369Y100SBI MATERIALS58,606$2,928,553dollars as filed
SHELL PLC SPON ADS780259305ADR31,046$2,887,278dollars as filed
TRUIST FINL CORP COM89832Q109Stock61,348$2,820,131dollars as filed
TJX Companies Inc872540109COM17,492$2,793,478dollars as filed
ConocoPhillips20825C104COM20,668$2,728,176dollars as filed
VTI922908769COM8,452$2,711,486dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS58,768$2,696,866dollars as filed
AIR PRODS & CHEMS INC009158106COM9,238$2,683,549dollars as filed
VEEVA SYS INC CL A COM922475108Stock15,022$2,638,783dollars as filed
Charles Schwab Corp808513105COM27,871$2,619,322dollars as filed
Vanguard Small-Cap ETF922908751SHS9,553$2,502,119dollars as filed
EQT CORP COM26884L109Stock38,943$2,478,354dollars as filed
iShares Gold Trust464285204COM28,095$2,476,857dollars as filed
McDonalds Corporation580135101COM7,948$2,470,165dollars as filed
Schlumberger Limited806857108COM46,044$2,366,199dollars as filed
Vanguard Small-Cap Value ETF922908611SHS10,411$2,261,587dollars as filed
Bristol-Myers Squibb Company110122108COM36,219$2,196,697dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock21,927$2,115,305dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock6,149$2,110,460dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS11,211$2,065,597dollars as filed
DOMINION ENERGY INC COM25746U109Stock33,187$2,051,622dollars as filed
EMERSON ELEC CO COM291011104Stock15,609$2,045,094dollars as filed
CORNING INC219350105COM14,814$2,014,313dollars as filed
DIAMONDBACK ENERGY INC COM25278X109Stock10,145$2,006,579dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS6,594$1,992,445dollars as filed
EOG RES INC COM26875P101Stock13,483$1,949,236dollars as filed
PULTE GROUP INC COM745867101Stock16,460$1,935,848dollars as filed
iShares Russell Midcap ETF464287499SHS19,498$1,895,790dollars as filed
ISHARES TR464287168COM12,434$1,882,632dollars as filed
AEROVIRONMENT INC COM008073108Stock10,262$1,878,440dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS7,240$1,863,217dollars as filed
Philip Morris International Inc.718172109COM11,189$1,849,991dollars as filed
ServiceNow,Inc.81762P102COM17,334$1,812,326dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF5,060$1,804,193dollars as filed
ZSCALERINC98980G102STOK12,505$1,754,330dollars as filed
USBANCORPDEL902973304COM NEW33,611$1,748,108dollars as filed
Vanguard Real Estate922908553SHS18,811$1,668,539dollars as filed
ALLSTATE CORP COM020002101Stock7,587$1,573,098dollars as filed
NUCOR CORP COM670346105Stock9,178$1,552,001dollars as filed
VALERO ENERGY CORP COM91913Y100Stock6,114$1,510,645dollars as filed
iShares Silver Trust46428Q109COM22,084$1,504,811dollars as filed
Adobe Inc00724F101COM6,032$1,466,257dollars as filed
iShares S&P 500 Growth ETF464287309SHS12,956$1,465,453dollars as filed
DARDEN RESTAURANTS INC COM237194105Stock7,096$1,391,099dollars as filed
Vanguard Energy ETF92204A306SHS7,863$1,360,613dollars as filed
American Express Company025816109COM4,423$1,337,869dollars as filed
GENUINE PARTS CO COM372460105Stock12,644$1,337,118dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock2,262$1,331,594dollars as filed
Analog Devices,Inc.032654105COM4,118$1,310,100dollars as filed
ISHARES TR464287762US HLTHCARE ETF21,060$1,298,138dollars as filed
AT&T Inc00206R102COM44,180$1,280,780dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock1,166$1,274,809dollars as filed
ITT INC COM45073V108Stock6,657$1,268,357dollars as filed
Real Estate Select Sector SPDR Fund81369Y860SHS31,003$1,265,853dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR8,233$1,257,598dollars as filed
MARATHON PETE CORP COM56585A102Stock5,101$1,245,563dollars as filed
SanDisk Corporation80004C200COM1,945$1,235,730dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock14,246$1,214,190dollars as filed
Boeing Company097023105COM5,961$1,186,419dollars as filed
HOWMET AEROSPACE INC COM443201108Stock5,017$1,156,188dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock12,381$1,116,022dollars as filed
Automatic Data Processing,Inc.053015103COM5,490$1,115,464dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS5,025$1,080,676dollars as filed
Lam Research Corporation512807306COM5,050$1,078,985dollars as filed
TERADYNE INC COM880770102Stock3,632$1,076,716dollars as filed
COMMERCE BANCSHARES INC200525103COM21,610$1,063,212dollars as filed
TRIMBLE INC COM896239100Stock16,273$1,061,493dollars as filed
ISHARES TR464288612INTRM GOV CR ETF9,754$1,040,555dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS2,600$1,018,576dollars as filed
ISHARES TR464287580US CONSUM DISCRE10,461$1,013,881dollars as filed
ISHARES TR464287754US INDUSTRIALS6,739$994,272dollars as filed
Chubb LimitedH1467J104COM3,043$991,807dollars as filed
BANK OZK LITTLE ROCK ARK COM06417N103Stock21,574$990,032dollars as filed
Honeywell Technologies438516106COM4,159$940,062dollars as filed
PERMIAN RESOURCES CORP CLASS A COM71424F105Stock43,050$917,826dollars as filed
VANGUARD WORLD FD92204A603INDUSTRIAL ETF2,902$906,065dollars as filed
ISHARES TR464287697U.S. UTILITS ETF7,736$898,230dollars as filed
ENBRIDGE INC COM29250N105Stock16,410$888,437dollars as filed
PPG INDS INC COM693506107Stock8,198$876,203dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock14,189$834,022dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS9,127$826,269dollars as filed
MCKESSON CORP COM58155Q103Stock943$816,036dollars as filed
COGNIZANT TECHNOLOGY SOLUTIONS CL A192446102Stock13,285$815,037dollars as filed
ISHARES TR464287812US CONSM STAPLES11,524$807,027dollars as filed
EXELON CORP COM30161N101Stock16,437$805,743dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q878HIGH YLD RESRCH17,529$803,356dollars as filed
Stryker Corporation863667101COM2,289$752,149dollars as filed
Medtronic PlcG5960L103COM8,584$743,809dollars as filed
HORMEL FOODS CORP COM440452100Stock32,837$743,761dollars as filed
Accenture Plc Class AG1151C101COM3,708$735,259dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q724HEDGED EQUITY LA11,432$730,615dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$718,140dollars as filed
RALPH LAUREN CORP751212101CL A2,082$716,188dollars as filed
WISDOMTREE TR97717W505US MIDCAP DIVID13,554$712,127dollars as filed
Vanguard Communication Services ETF92204A884SHS3,948$710,009dollars as filed
ISHARES TR464287838U.S. BAS MTL ETF3,996$702,975dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock1,971$680,292dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF2,453$668,028dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC6,613$665,071dollars as filed
BROWN FORMAN CORP CL B115637209Stock24,489$647,489dollars as filed
SKYWORKS SOLUTIONS INC COM83088M102Stock11,826$633,282dollars as filed
ZOETIS INC CL A98978V103Stock5,265$622,379dollars as filed
ISHARES TR464287887S&P SML 600 GWT4,224$611,255dollars as filed
ECOLAB INC COM278865100Stock2,287$608,389dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock2,025$581,175dollars as filed
BP PLC SPONSORED ADR055622104ADR12,219$574,293dollars as filed
iShares U.S. Financials ETF464287788SHS4,845$570,063dollars as filed
Vanguard Consumer Discretionary ETF92204A108SHS1,587$569,785dollars as filed
ISHARES TR464287796U.S. ENERGY ETF8,741$566,156dollars as filed
ALCON AG ORD SHSH01301128Stock7,461$562,187dollars as filed
ISHARES TR464288638ISHS 5-10YR INVT10,406$553,807dollars as filed
TELEDYNE TECHNOLOGIES INC COM879360105Stock915$553,581dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock1,980$552,919dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock1,977$549,350dollars as filed
TRANSDIGM GROUP INC COM893641100Stock471$545,876dollars as filed
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF3,698$538,946dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock9,567$538,721dollars as filed
SPDR SERIES TRUST78464A797ST STR SP BANK8,987$535,178dollars as filed
NEWMONT CORP651639106COM4,911$531,617dollars as filed
FEDEX CORP COM31428X106Stock1,475$525,367dollars as filed
EXPAND ENERGY CORPORATION COM165167735Stock4,783$525,082dollars as filed
Citigroup Inc.172967424COM4,606$522,367dollars as filed
VULCAN MATLS CO COM929160109Stock1,900$517,370dollars as filed
Vanguard High Dividend Yield ETF921946406SHS3,475$514,648dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS1,400$514,416dollars as filed
Comcast Corp20030N101COM17,795$510,895dollars as filed
Vanguard Consumer Staples ETF92204A207SHS2,251$505,557dollars as filed
ISHARES TR46435G516COM5,255$502,482dollars as filed
YUM BRANDS INC COM988498101Stock3,223$501,112dollars as filed
Wells Fargo & Company949746101COM6,289$500,669dollars as filed
CLEARWAY ENERGY INC CL C18539C204Stock12,500$491,125dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock14,547$487,761dollars as filed
BRINKER INTL INC COM109641100Stock3,375$481,849dollars as filed
HILTON WORLDWIDE HLDGS INC COM43300A203Stock1,548$470,716dollars as filed
Advanced Micro Devices,Inc.007903107COM2,288$465,448dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,355$457,923dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS9,444$453,781dollars as filed
ISHARES TR464287556ISHARES BIOTECH2,675$451,675dollars as filed
VANGUARD WORLD FD92204A405FINANCIALS ETF3,727$450,261dollars as filed
Vanguard Short-Term Bond ETF921937827SHS5,602$439,253dollars as filed
UnitedHealth Group Inc91324P102COM1,555$420,770dollars as filed
Intel Corp458140100COM9,407$415,131dollars as filed
NUVEEN ESG MID-CAP VALUE ETF67092P508ETF10,643$412,629dollars as filed
DICKS SPORTING GOODS INC COM253393102Stock2,080$412,443dollars as filed
Vanguard Utilities ETF92204A876SHS2,080$412,132dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock5,340$411,609dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock3,135$410,530dollars as filed
SPROTT ASSET MANAGEMENT LP85208R101PHYSICAL GOLD AN8,516$406,383dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock2,825$404,626dollars as filed
CRANE COMPANY COMMON STOCK224408104Stock2,363$404,073dollars as filed
SPDR GOLD TR78463V107GOLD SHS937$403,182dollars as filed
ACADEMY SPORTS & OUTDOORS INC COM00402L107Stock7,108$401,249dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock1,348$393,185dollars as filed
REPUBLIC SVCS INC COM760759100Stock1,740$381,095dollars as filed
Vanguard Total Bond Market ETF921937835SHS5,097$375,343dollars as filed
S&P Global,Inc.78409V104COM862$366,644dollars as filed
MOODYS CORP COM615369105Stock839$366,018dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock1,458$365,346dollars as filed
IRON MTN INC DEL COM46284V101REIT3,545$362,086dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS3,011$357,166dollars as filed
SOUTHERN MISSOURI BANCORP843380106COMMON STOCK5,540$354,228dollars as filed
Booking Holdings Inc.09857L108COM83$349,459dollars as filed
PACKAGING CORP AMER COM695156109Stock1,607$341,037dollars as filed
CSX Corporation126408103COM8,299$340,674dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock6,600$332,112dollars as filed
GENERAL MILLS INC COM370334104Stock8,908$331,560dollars as filed
NUSHARES ETF TR67092P409NUVEEN ESG MIDCP8,027$329,748dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,256$326,925dollars as filed
JABIL INC COM466313103Stock1,203$319,555dollars as filed
HERSHEY CO COM427866108Stock1,526$317,239dollars as filed
Intuit Inc.461202103COM732$316,503dollars as filed
WW GRAINGER INC COM384802104Stock283$308,699dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L11,076$308,467dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock869$307,506dollars as filed
GARMIN LTD SHSH2906T109Stock1,322$306,717dollars as filed
SPDR SERIES TRUST78464A698ST STR SP REGBNK4,694$305,817dollars as filed
SEMPRA COM816851109Stock3,138$304,919dollars as filed
REGIONS FINANCIAL CORP NEW COM7591EP100Stock11,665$304,690dollars as filed
SMITH A O CORP COM831865209Stock4,500$296,730dollars as filed
KIRBY CORP497266106COM2,225$295,658dollars as filed
CVS Health Corporation126650100COM4,010$287,996dollars as filed
ALLIANCE RESOURCE PARTNERS L01877R108UT LTD PART10,375$286,869dollars as filed
VANGUARD INSTL INDEX FD922040852ULTR SHOR TR ETF3,683$278,656dollars as filed
Vanguard Materials ETF92204A801SHS1,228$276,719dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock660$275,048dollars as filed
ASTRAZENECA PLC ORDG0593M107ADR1,385$273,151dollars as filed
3M CO COM88579Y101Stock1,865$270,855dollars as filed
BlackRock,Inc.09290D101COM278$267,355dollars as filed
AKAMAI TECHNOLOGIES INC COM00971T101Stock2,310$265,307dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock1,205$260,978dollars as filed
iShares MSCI EAFE Value ETF464288877SHS3,430$255,021dollars as filed
United Parcel Service,Inc. Class B911312106COM2,577$253,527dollars as filed
UBS GROUP AG SHSH42097107Stock6,399$250,006dollars as filed
iShares S&P 500 Value ETF464287408SHS1,184$250,002dollars as filed
CENTERPOINT ENERGY INC15189T107COM5,753$248,299dollars as filed
General Electric Company369604301COM864$245,178dollars as filed
Mondelez International,Inc. Class A609207105COM4,178$240,820dollars as filed
COHERENT CORP COM19247G107Stock1,009$240,354dollars as filed
BLACKSTONE INC09260D107COM2,082$239,411dollars as filed
FIRST TR EXCHANGE-TRADED FD33739Q408FIRST TR ENH NEW3,930$234,935dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock1,125$228,353dollars as filed
Vanguard S&P 500 ETF922908363COM380$227,069dollars as filed
RIO TINTO PLC SPONSORED ADR767204100ADR2,419$225,668dollars as filed
FIRSTENERGY CORP337932107COM4,446$225,236dollars as filed
ALPS ETF TR00162Q858SECTR DIV DOGS3,404$221,382dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS3,695$216,305dollars as filed
FEDERATED HERMES INC CL B314211103Stock3,790$214,931dollars as filed
INVESCO EXCH TRADED FD TR II46138G508SR LN ETF10,410$212,468dollars as filed
DEXCOM INC COM252131107Stock3,370$211,636dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock588$211,021dollars as filed
ISHARES TR464288414NATIONAL MUN ETF1,974$209,540dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock740$208,953dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM531$207,308dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS3,467$206,460dollars as filed
FORTINET INC COM34959E109Stock2,505$204,708dollars as filed
BALL CORP058498106COM3,400$200,974dollars as filed
TRANSOCEAN LTD REGISTERED SHSH8817H100Stock28,000$185,640dollars as filed
FORD MTR CO COM345370860Stock14,218$164,075dollars as filed
STANDARD LITHIUM CORP COM853606101Stock41,336$140,956dollars as filed
VUZIX CORP92921W300COM NEW26,800$61,908dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001193125-26-173397this filing2026-04-23acceptance time not in the bulk data set