HolderBook

BANK OZK

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
1569650
Reported value
$336.7M
Positions
159
Top 10 weight
33.7%
Filed
2026-08-17
Days after quarter end
48

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
APPLE INCAAPL$17.4M60,1175.17%-0.13pp31q+1.6%+$267.4K
ELI LILLY & COLLY$14.7M12,2914.38%+0.49pp31q+2.6%+$368.2K
APPLIED MATLS INCAMAT$13.3M18,3443.94%+1.58pp31q-6.4%-$900.1K
NVIDIA CORPORATIONNVDA$12.8M64,1243.81%+0.04pp18q+4.7%+$577.9K
MARVELL TECHNOLOGY INCMRVL$11.2M37,6883.33%+2.11pp4q+7.9%+$818.9K
TAIWAN SEMICONDUCTOR MANUFACTSM$10.6M22,1593.14%+0.59pp13q+3.4%+$345.8K
MICROSOFT CORPMSFT$10.5M28,2503.13%-0.35pp31q+5.9%+$588.6K
QUANTA SVCS INCPWR$9.2M12,8132.74%+0.40pp15q+5.9%+$513.4K
ARISTA NETWORKS INCANET$6.9M40,7822.06%+0.42pp7q+7.6%+$492.1K
BANK OF AMER CORPBAC$6.9M120,4682.04%+0.16pp31q+10.2%+$636.0K
ABBVIE INCABBV$6.1M24,3301.82%-0.10pp31q-2.9%-$182.4K
FORTINET INCFTNT$5.8M37,8421.73%+0.53pp31q-8.7%-$552.4K
JPMORGAN CHASE & COJPM$5.5M16,9501.65%-0.16pp31q-2.6%-$145.7K
ALPHABET INCGOOGL$5.4M15,2451.62%+0.01pp31q-4.1%-$232.3K
TRANE TECHNOLOGIES PLCTT$5.3M10,8441.58%+0.13pp10q+9.6%+$468.1K
MASTERCARD INCORPORATEDMA$5.2M10,1051.54%-0.18pp31q+3.5%+$173.6K
CSX CORPCSX$5.0M105,7711.49%+0.05pp5q+5.9%+$281.3K
TJX COS INC NEWTJX$4.7M31,3391.41%+0.21pp31q+47.6%+$1.5M
COSTCO WHOLESALE CORPORATIONCOST$4.4M4,6631.30%-0.25pp16q+6.1%+$251.6K
SOUTHERN COSO$4.3M44,7231.27%-0.15pp31q+7.0%+$279.3K
AMGEN INCAMGN$4.3M11,7931.27%-0.33pp31q-8.5%-$398.3K
TEXAS INSTRS INCTXN$4.1M13,8851.23%+0.34pp5q+6.6%+$257.2K
AMERICAN EXPRESS COAXP$4.0M11,9211.20%+0.05pp11q+10.8%+$393.4K
INTERNATIONAL BUSINESS MACHSIBM$3.9M13,9141.16%+0.06pp11q+8.0%+$290.5K
META PLATFORMS INCMETA$3.7M6,6061.11%-0.14pp12q+7.4%+$256.3K
STATE STR SPDR S&P 500 ETF TSPY$3.5M4,7321.05%-0.05pp31q-1.3%-$44.8K
T-MOBILE US INCTMUS$3.5M20,5961.03%-0.40pp13q+7.0%+$226.1K
PHILLIPS 66PSX$3.4M20,3341.02%-0.15pp31q+11.6%+$356.9K
AMERIPRISE FINL INCAMP$3.4M7,3941.01%-0.04pp13q+10.3%+$315.6K
NETFLIX INCNFLX$3.3M45,5810.97%-0.43pp13q+10.6%+$311.2K
QUEST DIAGNOSTICS INCDGX$3.2M15,3220.96%-0.04pp6q+5.1%+$159.0K
ASTRAZENECA PLCAZN$3.2M17,0990.96%-0.18pp2q+3.9%+$122.3K
CISCO SYS INCCSCO$3.2M27,4490.96%+0.20pp31qHELD
TOLL BROTHERS INCTOL$3.2M19,5000.95%+0.08pp13q+7.3%+$218.5K
RESTAURANT BRANDS INTL INCQSR$3.1M42,5900.92%-0.10pp3q+9.1%+$257.5K
ORACLE CORPORCL$2.9M19,6250.85%-0.01pp31q+18.3%+$444.8K
MERCK & CO INCMRK$2.8M21,9930.84%-0.12pp31q-2.5%-$72.6K
BROADCOM INCAVGO$2.7M7,2730.82%-0.03pp25q-6.3%-$185.5K
BLACKSTONE INCBX$2.7M22,7590.80%-0.03pp13q+11.5%+$276.1K
ISHARES TRIVV$2.7M3,5700.79%-0.09pp31q-6.7%-$193.2K
AFLAC INCAFL$2.6M22,5000.78%-0.09pp31qHELD
KIMCO REALTY CORPKIM$2.6M103,1910.78%+0.06pp5q+13.6%+$313.4K
PROCTER & GAMBLE COPG$2.5M17,3610.76%-0.24pp31q-11.1%-$318.4K
KROGER COKR$2.5M45,4240.75%-0.32pp9q+8.9%+$206.0K
PEPSICO INCPEP$2.5M18,2100.73%-0.29pp31q-2.7%-$68.8K
SHELL PLCSHEL$2.5M31,7490.73%-0.20pp11q+12.1%+$264.9K
ISHARES GOLD TRIAU$2.4M31,7770.71%-0.28pp21qHELD
EXXON MOBIL CORPXOMXXXX$2.2M15,8570.64%-0.46pp31q-13.7%-$344.3K
ISHARES TREFA$2.2M20,8380.64%-0.08pp31q-0.6%-$13.6K
WALMART INCWMT$2.2M18,9900.64%-0.22pp31q-2.8%-$62.9K
ANHEUSER BUSCH INBEV SA/NVBUD$2.1M25,7940.63%+0.17pp2q+37.8%+$582.7K
EXCHANGE TRADED CONCEPTS TRUROBO$2.0M23,7320.60%+0.03pp31qHELD
L3HARRIS TECHNOLOGIES INCLHX$2.0M6,7240.58%-0.04pp2q+33.0%+$485.0K
CHEVRON CORPORATIONCVX$1.9M11,4500.56%-0.32pp31q-5.2%-$105.1K
SEAGATE TECHNOLOGY HLDNGS PLSTX$1.8M1,8860.54%+0.15pp5q-34.0%-$937.0K
NUCOR CORPNUE$1.8M8,0660.53%+0.04pp31q-1.6%-$28.3K
LOCKHEED MARTIN CORPLMT$1.8M3,5150.53%-0.24pp31q-3.2%-$59.6K
SPDR SERIES TRUSTSDY$1.8M11,5020.52%-0.07pp31qHELD
SEMPRASRE$1.7M18,1820.50%-newNEW
AUTOMATIC DATA PROCESSING INADP$1.6M7,3140.49%-0.04pp31qHELD
JOHNSON & JOHNSONJNJ$1.6M6,3930.48%-0.21pp31q-19.8%-$401.3K
HILTON WORLDWIDE HLDGS INCHLT$1.6M4,8700.48%-0.31pp2q-34.0%-$829.8K
KLA CORPKLAC$1.6M5,2040.47%+0.16pp11q+788.1%+$1.4M
DUPONT DE NEMOURS INC$1.5M10,8130.44%-newNEW
HOME DEPOT INCHD$1.5M4,1590.44%-0.07pp31q-4.2%-$64.2K
ABBOTT LABORATORIESABT$1.5M16,1280.43%-0.15pp31qHELD
ALLSTATE CORPALL$1.5M6,1140.43%-0.02pp31qHELD
BARRICK MNG CORPB$1.4M39,3170.43%-0.03pp3q+24.1%+$280.4K
INTEL CORPINTC$1.4M9,9790.41%+0.26pp31qHELD
VANGUARD INDEX FDSVTV$1.4M6,3680.41%-newNEW
VERIZON COMMUNICATIONS INCVZ$1.3M29,8650.38%-0.17pp31q-2.9%-$37.1K
BLACKROCK INCBLK$1.2M1,2010.34%-0.08pp7q-2.7%-$31.7K
DUKE ENERGY CORP NEWDUK$1.1M9,0410.34%-0.17pp31q-18.1%-$252.5K
THERMO FISHER SCIENTIFIC INCTMO$1.1M2,1860.33%-0.06pp31q-1.7%-$19.1K
PUBLIC SVC ENTERPRISE GROUPPEG$1.1M13,2950.32%-0.07pp25q-2.9%-$32.7K
LOWES COS INCLOW$1.0M4,5550.30%-0.09pp31q-3.3%-$34.0K
CAPITAL ONE FINL CORPCOF$992.1K4,9450.29%-0.03pp31q-1.4%-$13.8K
VANGUARD INDEX FDSVNQ$989.0K10,2560.29%-0.03pp24qHELD
GLOBAL X FDSAIQ$984.1K15,0000.29%-newNEW
MEDTRONIC PLCMDT$976.0K12,4760.29%-0.10pp31q-2.1%-$20.8K
MCDONALDS CORPMCD$974.7K3,6060.29%-0.13pp31q-6.9%-$71.9K
ALPHABET INCGOOG$968.5K2,7410.29%+0.12pp31q+65.9%+$384.8K
ISHARES TRIJR$948.7K6,3970.28%flat31q-1.6%-$15.1K
COCA COLA COKO$932.6K11,4750.28%-0.04pp31q-2.8%-$27.0K
SPDR SERIES TRUSTSPTL$908.7K34,6440.27%-0.10pp9q-13.3%-$138.9K
ENTERGY CORP NEWETR$838.4K7,2990.25%-0.05pp31q-3.6%-$31.1K
AMERICAN ELEC PWR CO INCAEP$815.0K5,9570.24%-0.03pp31q+1.5%+$12.3K
TRUIST FINL CORPTFC$810.2K16,2630.24%-0.10pp27q-21.7%-$223.9K
UNION PAC CORPUNP$750.2K2,7580.22%-0.02pp31q-2.0%-$15.5K
AMAZON COM INCAMZN$705.7K2,9610.21%-0.01pp22qHELD
MARRIOTT INTL INC NEWMAR$699.3K1,8870.21%-0.04pp13q-12.8%-$102.3K
VANGUARD INDEX FDSVV$693.7K2,0170.21%flat31q+4.1%+$27.5K
INVESCO EXCH TRADED FD TR IIKBWB$658.2K7,0790.20%-newNEW
TORTOISE CAPITAL SERIES TRUSTNGY$655.5K67,5080.19%-0.05pp5qHELD
NEXTERA ENERGY INCNEE$655.5K7,4680.19%-0.06pp31q-3.5%-$24.0K
CONOCOPHILLIPSCOP$642.4K6,1790.19%-0.10pp31qHELD
WISDOMTREE TRDGS$640.3K9,8950.19%-0.02pp15qHELD
SPDR SERIES TRUSTXBI$628.6K3,9720.19%+0.01pp16qHELD
ISHARES TRIPAC$611.8K7,4670.18%-newNEW
WASTE MGMT INC DELWM$606.0K2,7190.18%-0.13pp31q-29.4%-$252.3K
EMERSON ELEC COEMR$598.4K4,1800.18%-0.02pp23q-0.5%-$3.1K
DEERE & CODE$597.5K9420.18%-0.01pp13q-0.9%-$5.7K
ILLINOIS TOOL WKS INCITW$594.5K2,1980.18%-0.02pp31q+0.6%+$3.5K
SALESFORCE INCCRM$588.1K3,7540.17%-0.06pp31q+7.0%+$38.2K
ISHARES TRIVW$572.9K4,1660.17%flat13q-2.4%-$14.0K
BROADRIDGE FINL SOLUTIONS INBR$547.8K4,0000.16%-0.07pp31qHELD
ARES CAPITAL CORPARCC$540.4K29,1660.16%-0.10pp31q-29.2%-$222.4K
CORNING INCGLW$524.9K2,0550.16%+0.07pp2q+20.3%+$88.6K
GOLDMAN SACHS GROUP INCGS$524.9K5190.16%flat31q-0.8%-$4.0K
BRISTOL-MYERS SQUIBB COBMY$474.3K8,2320.14%-0.03pp31q+0.7%+$3.4K
ALTRIA GROUP INCMO$471.9K6,5590.14%-0.01pp31q+2.1%+$9.9K
BARON ETF TRBCFN$464.6K21,8890.14%-0.02pp3qHELD
QUALCOMM INCQCOM$454.0K2,4570.13%+0.03pp11q+7.7%+$32.5K
BERKSHIRE HATHAWAY INC DELBRKB$436.8K8730.13%-newNEW
ISHARES TRIVE$432.1K1,9030.13%-0.02pp12q-2.5%-$11.1K
PFIZER INCPFE$430.7K17,8870.13%-0.06pp31q-4.8%-$21.9K
INVESCO EXCHANGE TRADED FD TRSP$405.6K1,9060.12%-newNEW
OREILLY AUTOMOTIVE INCORLY$395.7K4,2970.12%-0.59pp4q-80.2%-$1.6M
STARBUCKS CORPSBUX$392.0K3,8360.12%-0.01pp31qHELD
STARWOOD PPTY TR INCSTWD$381.7K23,3000.11%-0.06pp31q-18.8%-$88.5K
MORGAN STANLEYMS$379.4K1,8150.11%+0.01pp7q+3.0%+$11.1K
ISHARES TRIWO$378.2K9600.11%flat16q-1.0%-$3.9K
AVALONBAY CMNTYS INCAVB$367.8K1,9490.11%-0.03pp13q-21.5%-$100.6K
ROYAL BK CDARY$365.5K1,7660.11%+0.01pp4q+2.7%+$9.7K
ISHARES TRIJH$351.5K4,5580.10%-0.01pp31q-1.9%-$6.7K
1WS CREDIT INCOME FUND$345.8K18,2680.10%-0.02pp10q+0.7%+$2.5K
FIFTH THIRD BANCORPFITB$342.9K6,0830.10%-newNEW
ISHARES TRMUB$322.8K2,9990.10%-0.02pp11qHELD
VANGUARD WHITEHALL FDSVYM$317.6K2,0100.09%-0.01pp15qHELD
VANGUARD TAX-MANAGED FDSVEA$310.9K4,3630.09%-0.03pp11q-19.7%-$76.5K
ISHARES TRIWM$303.2K1,0090.09%-0.01pp5q-7.6%-$24.9K
BANK OZK LITTLE ROCK ARKOZK$303.1K5,8180.09%-0.01pp2q-7.2%-$23.6K
AT&T INCT$301.7K14,5760.09%-0.06pp31q-0.8%-$2.4K
PUBLIC STORAGEPSA$300.8K9450.09%-0.04pp29q-27.9%-$116.2K
ISHARES TRIUSG$297.6K1,5820.09%-0.01pp9q-8.0%-$26.0K
BOOZ ALLEN HAMILTON HLDG CORBAH$296.4K4,8850.09%-0.07pp28q-14.0%-$48.4K
ISHARES TRIUSV$296.0K2,6870.09%-0.01pp15q-3.9%-$11.9K
ISHARES TRAGG$293.7K2,9670.09%flat11q+18.8%+$46.5K
VICOR CORPVICR$286.7K7550.09%-newNEW
BOEING COBA$285.7K1,3200.08%-newNEW
BONDBLOXX ETF TRUSTXHLF$283.0K5,6270.08%-0.01pp9q+5.6%+$15.0K
HONEYWELL INTL INCHONZZZZ$271.7K1,1700.08%-0.14pp31q-57.0%-$360.6K
UNITEDHEALTH GROUP INCUNH$268.5K6460.08%-newNEW
HOST HOTELS & RESORTS INCHST$265.6K11,2000.08%flat27qHELD
ISHARES TRIEFA$261.8K2,7110.08%-0.01pp5q-6.2%-$17.4K
INVESCO EXCHANGE TRADED FD TRSPH$258.9K7,8000.08%-0.01pp25qHELD
DELL TECHNOLOGIES INCDELL$258.9K6000.08%-newNEW
HONEYWELL AEROSPACE INCHONA$258.7K1,1700.08%-newNEW
VISA INCV$257.0K7490.08%flat31qHELD
CONSOLIDATED EDISON INCED$255.0K2,3050.08%-0.08pp11q-39.6%-$167.2K
GENUINE PARTS COGPC$255.0K2,1610.08%flat13qHELD
AMPLIFY ETF TRIPAY$254.8K5,5270.08%-0.01pp10qHELD
VANGUARD BD INDEX FDSBND$252.9K3,4450.08%-0.01pp9qHELD
TESLA INCTSLA$236.4K5620.07%flat4qHELD
MICROCHIP TECHNOLOGY INC.MCHP$229.3K2,5140.07%-newNEW
PAYCHEX INCPAYX$219.9K2,2360.07%-0.01pp12q-9.3%-$22.4K
ISHARES TRIWC$205.8K1,0290.06%-newNEW
EASTMAN CHEM COEMN$202.5K3,0230.06%-0.02pp2q-2.4%-$4.9K
INVESCO SR INCOME TRVVR$139.2K46,3850.04%-0.01pp31qHELD

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Semiconductors & Electronics 17.2%Computer Hardware 11.7%Biotech & Pharma 10.5%Software & IT Services 7.7%Retail & Consumer 6.5%Banks & Lending 5.6%Construction & Building 3.7%Utilities 3.1%Capital Markets 3.1%Business Services 2.6%Energy 2.5%Telecom & Media 2.5%Other sectors 14.7%Not classified 8.7%
 
SectorValueShare
Semiconductors & Electronics$57.8M17.2%
Computer Hardware$39.4M11.7%
Biotech & Pharma$35.2M10.5%
Software & IT Services$25.8M7.7%
Retail & Consumer$21.8M6.5%
Banks & Lending$19.0M5.6%
Construction & Building$12.4M3.7%
Utilities$10.5M3.1%
Capital Markets$10.5M3.1%
Business Services$8.8M2.6%
Energy$8.4M2.5%
Telecom & Media$8.3M2.5%
Other sectors$49.5M14.7%
Not classified$29.3M8.7%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$336.7M159165065633.7%48
Q1 2026$283.5M14974366829.3%43
Q4 2025$283.3M15074753431.2%48
Q3 2025$282.7M14765348530.5%45
Q2 2025$260.8M14684656329.1%43
Q1 2025$240.4M14114768729.2%44
Q4 2024$241.1M14764281829.6%36
Q3 2024$242.1M14954657430.3%45
Q2 2024$231.0M14886050932.3%29
Q1 2024$223.4M14975566430.5%40
Q4 2023$204.8M146133280329.8%36
Q3 2023$182.2M136439771929.8%45
Q2 2023$210.0M151322084530.5%27
Q1 2023$201.6M12411680130.9%41
Q4 2022$201.9M124101669628.6%44
Q3 2022$184.3M120103244629.1%45
Q2 2022$197.6M116222611029.8%35
Q1 2022$233.3M12423653730.2%34
Q4 2021$245.3M12973362130.5%39
Q3 2021$220.8M12352161529.7%32
Q2 2021$225.7M12332264529.1%33
Q1 2021$217.3M12583848429.6%23
Q4 2020$203.3M12183635630.5%42
Q3 2020$187.2M11963747430.9%21
Q2 2020$175.8M117935301332.1%42
Q1 2020$182.4M121330501340.9%34
Q4 2019$253.1M13196929642.7%38
Q3 2019$227.0M12853054543.1%32
Q2 2019$230.0M12863274544.4%37
Q1 2019$229.6M12755048344.7%25
Q4 2018$198.3M125000042.3%24

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.