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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AZN ASTRAZENECA PLC Healthcare 16,454.0 $3.2M 1.15% NEW $197.22 -6.0%
2 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 7,381.0 $2.2M 0.79% NEW $304.08 +11.0%
3 LHX L3HARRIS TECHNOLOGIES INC Industrials 5,055.0 $1.7M 0.61% NEW $345.15 -9.4%
4 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 18,723.0 $1.3M 0.46% NEW $69.37 +19.2%
5 OZK BANK OZK LITTLE ROCK ARK Financial Services 6,272.0 $288K 0.10% NEW $45.89 +5.0%
6 EMN EASTMAN CHEM CO Basic Materials 3,096.0 $236K 0.08% NEW $76.32 +0.4%
7 GLW CORNING INC Technology 1,708.0 $232K 0.08% NEW $135.97 +35.4%

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%