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Portfolio (Quarterly) Guide ↗

BANK OZK

· CIK 0001569650
13F Portfolio $283M AUM 263 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 43 Added 66 Reduced 8 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GPC GENUINE PARTS CO Consumer Cyclical 2,156.0 $228K 0.08% +20.0 +0.9% $105.75 -6.9%
42 PAYX PAYCHEX INC Industrials 2,464.0 $227K 0.08% +40.0 +1.6% $92.12 +3.8%
43 SNY SANOFI SA Healthcare 4,369.0 $210K 0.07% +80.0 +1.9% $48.18 -7.8%
Page 3 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.6%
Financial Services 15.0%
Healthcare 14.1%
Industrials 9.7%
Consumer Cyclical 7.3%
Communication Services 7.2%
Consumer Defensive 7.0%
Energy 4.8%
Utilities 3.3%
Basic Materials 1.7%