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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 8 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GLW CORNING INC Technology 1,708.0 $232K 0.08% NEW $135.97 +35.1%
142 GPC GENUINE PARTS CO Consumer Cyclical 2,156.0 $228K 0.08% +20.0 +0.9% $105.75 -6.4%
143 PAYX PAYCHEX INC Industrials 2,464.0 $227K 0.08% +40.0 +1.6% $92.12 +3.7%
144 V VISA INC Financial Services 749.0 $226K 0.08% -36.0 -4.6% $302.24 +7.3%
145 CMCSA COMCAST CORP NEW Communication Services 7,770.0 $223K 0.08% -1K -16.1% $28.71 -12.6%
146 HST HOST HOTELS & RESORTS INC Real Estate 11,200.0 $215K 0.08% $19.16 +22.0%
147 SNY SANOFI SA Healthcare 4,369.0 $210K 0.07% +80.0 +1.9% $48.18 -7.9%
148 TSLA TESLA INC Consumer Cyclical 562.0 $209K 0.07% -6.0 -1.1% $371.75 +19.0%
149 VVR INVESCO SR INCOME TR Financial Services 46,385.0 $149K 0.05% $3.22 -6.4%
Page 8 of 8  ·  149 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%