Fund Holdings

GREENWOOD GEARHART INC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD STAR FDS981,1461,430,075+448,92974,017,628110,273,0645.96%+36,255,436
SALESFORCE INC(CRM)86777,622+76,755229,55114,489,6100.78%+14,260,059
VANGUARD WORLD FD
ENERGY ETF
175,649181,711+6,06222,117,67531,443,2201.70%+9,325,545
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
1,587,7841,739,531+151,74780,325,99388,037,6644.76%+7,711,671
ISHARES TR729,278798,912+69,63470,127,37276,248,1614.12%+6,120,789
WALMART INC(WMT)591,254574,070-17,18465,871,57371,345,4363.86%+5,473,863
ISHARES TR1,609,7381,717,626+107,88886,732,68391,412,0564.94%+4,679,373
PALO ALTO NETWORKS INC(PANW)54,78584,030+29,24510,091,39713,471,6900.73%+3,380,293
ISHARES TR117,606117,444-16235,417,07338,599,1752.09%+3,182,102
ISHARES TR581,243612,862+31,61938,362,02741,386,5662.24%+3,024,539
HUNT J B TRANS SVCS INC(JBHT)201,839198,296-3,54339,225,46142,018,9782.27%+2,793,517
SELECT SECTOR SPDR TR
ST STR STAPL ETF
453,742463,621+9,87935,246,71638,007,6222.06%+2,760,906
ISHARES TR928,984985,453+56,46949,124,66751,795,4092.80%+2,670,742
SELECT SECTOR SPDR TR
ST STR INDL ETF
246,725252,784+6,05938,272,04640,882,8312.21%+2,610,785
VANGUARD TAX-MANAGED FDS728,016748,732+20,71645,479,16047,978,7472.59%+2,499,587
ISHARES TR164,722172,650+7,92840,548,01442,817,2512.32%+2,269,237
SELECT SECTOR SPDR TR
ST STR UTIL ETF
416,882436,177+19,29517,796,68620,016,1651.08%+2,219,479
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
232,212241,890+9,67844,482,62546,423,5382.51%+1,940,913
ISHARES TR016,824+16,82401,634,1150.09%+1,634,115
EXXON MOBIL CORP20,96521,188+2232,522,9283,594,7560.19%+1,071,828
CHEVRON CORPORATION(CVX)3,9607,340+3,380603,5441,518,6460.08%+915,102
ENTERPRISE PRODS PARTNERS L(EPD)022,514+22,5140851,9300.05%+851,930
ISHARES TR11,78413,634+1,8508,071,2348,905,7110.48%+834,477
ISHARES TR06,272+6,2720803,5690.04%+803,569
TYSON FOODS INC(TSN)135,826135,481-3457,962,1338,680,2670.47%+718,134
NETFLIX INC.(NFLX)79,61884,968+5,3507,464,9848,169,6730.44%+704,689
VANGUARD INDEX FDS03,089+3,0890671,0850.04%+671,085
SCHWAB STRATEGIC TR14,75635,667+20,911443,7131,104,2500.06%+660,537
SCHWAB STRATEGIC TR23,03947,712+24,673751,5321,389,8380.08%+638,306
VANGUARD INDEX FDS02,206+2,2060567,7140.03%+567,714
VANGUARD INDEX FDS159,589165,548+5,95914,122,07314,684,0710.79%+561,998
ISHARES TR03,876+3,8760481,8260.03%+481,826
ALPHABET INC(GOOG)1,5333,305+1,772479,829950,3860.05%+470,557
ENBRIDGE INC(ENB)08,247+8,2470446,4930.02%+446,493
SARATOGA INVT CORP(SAJ)017,800+17,8000389,2860.02%+389,286
VANGUARD INTL EQUITY INDEX F06,512+6,5120351,9660.02%+351,966
CONOCOPHILLIPS(COP)02,556+2,5560337,4160.02%+337,416
PHILLIPS 66(PSX)01,792+1,7920326,4670.02%+326,467
LINDE PLC(LIN)0646+6460320,2610.02%+320,261
VERIZON COMMUNICATIONS INC(VZ)06,329+6,3290317,7160.02%+317,716
ISHARES TR6,4007,706+1,3061,357,2481,627,1220.09%+269,874
SUN LIFE FINANCIAL INC.(SLF)04,098+4,0980256,3710.01%+256,371
GLADSTONE INVT CORP017,900+17,9000254,1800.01%+254,180
STAR GROUP LP020,500+20,5000251,7400.01%+251,740
TC ENERGY CORP(TRP)03,926+3,9260245,7680.01%+245,768
PEOPLES BANCORP INC(PEBO)07,310+7,3100240,2800.01%+240,280
CORNING INC(GLW)4,9024,9020429,219666,5250.04%+237,306
CAVA GROUP INC(CAVA)02,900+2,9000234,6100.01%+234,610
VALLEY NATL BANCORP(VLY)019,010+19,0100233,4430.01%+233,443
PENNANTPARK FLOATING RATE CA(PFLA)029,000+29,0000233,1600.01%+233,160
ENTERGY CORP NEW(ETR)24,03521,801-2,2342,221,5552,449,5600.13%+228,005
ENNIS INC010,500+10,5000224,9100.01%+224,910
MASTERCARD INCORPORATED(MA)0448+4480223,8700.01%+223,870
VALERO ENERGY CORP(VLO)0900+9000222,3720.01%+222,372
NASDAQ INC(NDAQ)02,607+2,6070221,3080.01%+221,308
BANK MONTREAL MEDIUM01,622+1,6220219,5210.01%+219,521
AMERICAN ELEC PWR CO INC01,673+1,6730219,2970.01%+219,297
BHP BILLITON LIMITED03,000+3,0000218,2200.01%+218,220
ABBVIE INC(ABBV)0978+9780212,7050.01%+212,705
NATIONAL GRID PLC(NGG)02,411+2,4110203,9710.01%+203,971
ISHARES TR11,20913,999+2,7901,381,6211,583,4270.09%+201,806
CAMECO CORP(CCJ)01,850+1,8500200,9290.01%+200,929
JACOBS SOLUTIONS INC(J)75,92380,587+4,66410,056,80610,257,1590.55%+200,353
MCDONALDS CORP(MCD)4,0424,542+5001,235,3561,411,6080.08%+176,252
RTX CORPORATION(RTX)3,4374,006+569630,346772,7570.04%+142,411
AMGEN INC(AMGN)752958+206246,137337,0720.02%+90,935
NAVIENT CORPORATION(JSM)010,310+10,310084,3360.00%+84,336
PEPSICO INC(PEP)1,5421,835+293221,271284,9180.02%+63,647
JOHNSON & JOHNSON(JNJ)3,8363,475-361793,860849,4290.05%+55,569
SCHWAB STRATEGIC TR22,26422,762+498659,237694,2410.04%+35,004
EATON CORP PLC(ETN)7587580241,431271,1140.01%+29,683
BERKSHIRE HATHAWAY INC DEL62,74865,853+3,10531,535,43631,556,7581.71%+21,322
ISHARES TR6,1006,225+125612,318626,6090.03%+14,291
UNION PAC CORP(UNP)9619610222,299233,1580.01%+10,859
WESTROCK COFFEE CO58,46758,167-300237,961247,2100.01%+9,249
SCHWAB STRATEGIC TR22,25521,907-348535,010542,1980.03%+7,188
HOME DEPOT INC(HD)3,9454,145+2001,357,4751,363,2490.07%+5,774
ISHARES TR15,00015,00001,600,5001,597,5000.09%-3,000
ISHARES TR
MSCI INTL QUALTY
22,29721,835-4621,013,3941,009,4280.05%-3,966
SPORTSMANS WHSE HLDGS INC82,68282,6820120,716116,5820.01%-4,134
BOEING CO(BA)2,3702,559+189514,574509,3180.03%-5,256
BANK OZK LITTLE ROCK ARK(OZK)29,69929,620-791,366,7481,359,2620.07%-7,486
VANGUARD ADMIRAL FDS INC1,2061,160-46247,084236,4310.01%-10,653
ADVANCED MICRO DEVICES INC(AMD)1,0001,0000214,160203,4300.01%-10,730
RAYONIER INC(RYN)10,80210,8020233,863222,7370.01%-11,126
ISHARES TR
CORE MSCI TOTAL
3,4813,211-270294,606278,1740.02%-16,432
ROCKWELL AUTOMATION INC(ROK)6006000233,442215,3280.01%-18,114
SRH TOTAL RETURN FUND INC(STEW)14,12814,1280261,933241,5890.01%-20,344
REGIONS FINANCIAL CORP NEW(RF)24,52024,5200664,492640,4620.03%-24,030
ISHARES TR1,5301,5300571,363545,5370.03%-25,826
EVERPURE INC(P)3,6503,6500244,587215,4960.01%-29,091
WISDOMTREE TR(WT)10,36410,010-354926,853879,2780.05%-47,575
BANK AMERICA CORP8,0797,851-228444,349382,7400.02%-61,609
INTERNATIONAL BUSINESS MACHS(IBM)2,5092,775+266743,191672,6320.04%-70,559
SYMBOTIC INC(SYM)14,21714,2170845,912756,3440.04%-89,568
LOWES COS INC(LOW)3,6233,223-400873,723761,5300.04%-112,193
ISHARES TR2,9312,431-500492,232377,0720.02%-115,160
ELI LILLY & CO(LLY)786776-10844,698713,7420.04%-130,956
ORACLE CORP(ORCL)2,8602,685-175557,443394,9900.02%-162,453
STATE STR SPDR S&P 500 ETF T(SPY)15,61116,119+50810,645,54810,482,9660.57%-162,582
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