Fund Holdings

Bank OZK

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
APPLE INC(AAPL)60,61961,105+48612,437,19915,559,1655.50%+3,121,966
MARVELL TECHNOLOGY INC(MRVL)030,739+30,73902,584,2270.91%+2,584,227
NVIDIA CORPORATION(NVDA)58,27161,621+3,3509,206,23411,497,2454.07%+2,291,011
TAIWAN SEMICONDUCTOR MFG LTD(TSM)21,73423,702+1,9684,922,5336,619,7312.34%+1,697,198
ARISTA NETWORKS INC(ANET)39,55039,259-2914,046,3605,720,4282.02%+1,674,068
ORACLE CORP(ORCL)11,60313,900+2,2972,536,7633,909,2351.38%+1,372,472
OREILLY AUTOMOTIVE INC(ORLY)010,905+10,90501,175,6680.42%+1,175,668
TEXAS INSTRS INC(TXN)5,34212,303+6,9611,109,1062,260,4300.80%+1,151,324
ALPHABET INC(GOOG)16,65716,638-192,935,4624,044,6971.43%+1,109,235
ABBVIE INC(ABBV)26,62826,046-5824,942,6896,030,6902.13%+1,088,001
QUANTA SVCS INC11,28712,057+7704,267,3884,996,6611.77%+729,273
MICROSOFT CORP(MSFT)28,17528,306+13114,014,52614,661,0925.19%+646,566
BLACKSTONE INC(BX)17,45019,061+1,6112,610,1703,256,5711.15%+646,401
TOLL BROTHERS INC(TOL)16,67917,807+1,1281,903,5742,459,8580.87%+556,284
DICKS SPORTING GOODS INC(DKS)10,76211,862+1,1002,128,8312,635,9720.93%+507,141
CSX CORP(CSX)87,08693,742+6,6562,841,6163,328,7781.18%+487,162
PHILLIPS 66(PSX)14,78816,484+1,6961,764,2072,242,1530.79%+477,946
JACOBS SOLUTIONS INC(J)16,93317,962+1,0292,225,8422,691,7850.95%+465,943
TJX COS INC NEW(TJX)22,21322,112-1012,743,0833,196,0671.13%+452,984
JPMORGAN CHASE & CO.(JPM)18,84918,697-1525,464,5135,897,5942.09%+433,081
AMERICAN EXPRESS CO(AXP)9,33010,215+8852,976,0833,393,0141.20%+416,931
DUPONT DE NEMOURS INC(DD)27,41829,361+1,9431,880,5992,287,2210.81%+406,622
BROADCOM INC(AVGO)7,7917,619-1722,147,5892,513,5840.89%+365,995
VANGUARD TAX-MANAGED FDS06,101+6,1010365,5710.13%+365,571
APPLIED MATLS INC22,29421,665-6294,081,3624,435,6921.57%+354,330
KIMCO RLTY CORP(KIM)35,27950,040+14,761741,5641,093,3730.39%+351,809
ISHARES GOLD TR(IAU)33,66633,596-702,099,4112,444,7800.86%+345,369
META PLATFORMS INC(META)5,5476,000+4534,094,1844,406,2791.56%+312,095
T-MOBILE US INC(TMUS)17,62018,697+1,0774,198,1414,475,6871.58%+277,546
SOUTHERN CO(SO)37,35939,106+1,7473,430,6763,706,0751.31%+275,399
QUEST DIAGNOSTICS INC(DGX)13,80214,431+6292,479,2532,750,2590.97%+271,006
BANK AMERICA CORP63,60463,523-813,009,7403,277,1511.16%+267,411
JOHNSON & JOHNSON(JNJ)8,2488,213-351,259,8811,522,8530.54%+262,972
TESLA INC(TSLA)0568+5680252,6000.09%+252,600
NIKE INC(NKE)03,528+3,5280246,0060.09%+246,006
SEAGATE TECHNOLOGY HLDNGS PL2,4102,513+103347,835593,2180.21%+245,383
ISHARES TR3,4173,532+1152,121,6152,363,9670.84%+242,352
BANK OZK LITTLE ROCK ARK(OZK)04,557+4,5570232,3150.08%+232,315
SHELL PLC(SHEL)22,97025,534+2,5641,617,3171,826,4460.65%+209,129
TRANE TECHNOLOGIES PLC(TT)8,5279,334+8073,729,7943,938,5741.39%+208,780
ROYAL BK CDA(RY)01,373+1,3730202,2700.07%+202,270
BLACKROCK INC(BLK)1,2271,261+341,287,4291,470,1610.52%+182,732
CHEVRON CORP NEW(CVX)12,02212,241+2191,721,4291,900,9040.67%+179,475
MASTERCARD INCORPORATED(MA)10,04010,233+1935,641,8775,820,6322.06%+178,755
HOME DEPOT INC(HD)4,7854,759-261,754,3711,928,2990.68%+173,928
THERMO FISHER SCIENTIFIC INC(TMO)2,4432,382-61990,5381,155,3170.41%+164,779
LOWES COS INC(LOW)4,9565,006+501,099,5871,258,0570.45%+158,470
LOCKHEED MARTIN CORP(LMT)3,9393,945+61,824,3081,969,3830.70%+145,075
AFLAC INC(AFL)22,50022,50002,372,8502,513,2500.89%+140,400
EXCHANGE TRADED CONCEPTS TRU23,97923,959-201,433,4641,570,7510.56%+137,287
AMGEN INC(AMGN)12,50212,853+3513,490,6823,627,1161.28%+136,434
INTERNATIONAL BUSINESS MACHS(IBM)10,94711,915+9683,226,9563,361,9361.19%+134,980
PEPSICO INC(PEP)19,82619,526-3002,617,8242,742,2300.97%+124,406
SPDR S&P 500 ETF TR(SPY)5,1204,934-1863,163,3923,286,9321.16%+123,540
KLA CORP(KLAC)492516+24440,703556,5570.20%+115,854
MEDTRONIC PLC(MDT)13,33613,381+451,162,4981,274,4060.45%+111,908
ALPHABET INC(GOOG)1,6721,6720296,596407,2150.14%+110,619
INTEL CORP(INTC)10,27610,103-173230,182338,9550.12%+108,773
WALMART INC(WMT)21,34921,259-902,087,5042,190,9510.78%+103,447
ALLSTATE CORP(ALL)6,1946,19401,246,9131,329,5420.47%+82,629
SPDR SERIES TRUST3,9723,9720329,397397,9930.14%+68,596
KROGER CO(KR)34,76337,877+3,1142,493,5492,553,2880.90%+59,739
ISHARES TR1,8932,066+173369,929426,6480.15%+56,719
NUCOR CORP(NUE)8,8168,81601,142,0231,193,9500.42%+51,927
AMERIPRISE FINL INC(AMP)5,5846,171+5872,980,3473,031,5031.07%+51,156
AMERICAN ELEC PWR CO INC5,7565,754-2597,242647,3250.23%+50,083
SPDR SERIES TRUST11,50211,50201,561,1661,610,8550.57%+49,689
ISHARES TR1,1141,198+84240,390289,8680.10%+49,478
ZOETIS INC(ZTS)14,35715,630+1,2732,238,9732,286,9800.81%+48,007
ENTERGY CORP NEW(ETR)7,9307,570-360659,141705,4480.25%+46,307
VANGUARD INDEX FDS2,1572,147-10615,392660,9740.23%+45,582
ISHARES TR4,2794,2790471,117516,5600.18%+45,443
GENUINE PARTS CO(GPC)2,0242,085+61245,531288,9810.10%+43,450
ELI LILLY & CO(LLY)11,98212,298+3169,340,3289,383,3743.32%+43,046
ALTRIA GROUP INC(MO)6,5786,458-120385,668426,6150.15%+40,947
ISHARES TR2,4822,840+358207,197247,9600.09%+40,763
NEXTERA ENERGY INC(NEE)10,0769,804-272699,475740,1030.26%+40,628
ILLINOIS TOOL WKS INC(ITW)2,1572,189+32533,317570,8020.20%+37,485
ISHARES TR9709700277,284310,4380.11%+33,154
PROCTER AND GAMBLE CO(PG)27,70828,935+1,2274,414,4384,445,8621.57%+31,424
BRISTOL-MYERS SQUIBB CO(BMY)7,6618,472+811354,627382,0870.14%+27,460
QUALCOMM INC(QCOM)1,9802,058+78315,334342,3680.12%+27,034
SPDR SERIES TRUST55,35955,586+2271,471,4421,498,0420.53%+26,600
1MORGAN STANLEY(MS)1,8051,765-40254,252280,5640.10%+26,312
ISHARES TR2,2762,497+221225,778250,3230.09%+24,545
CONOCOPHILLIPS(COP)5,9835,935-48536,914561,3910.20%+24,477
ISHARES TR1,6791,6790252,521276,2620.10%+23,741
HOST HOTELS & RESORTS INC(HST)11,20011,2000172,032190,6240.07%+18,592
WISDOMTREE TR(WT)9,8959,8950546,599565,0040.20%+18,405
ISHARES TR6,8756,475-400751,368769,4230.27%+18,055
VANGUARD INDEX FDS10,10610,041-65900,040918,0100.32%+17,970
ISHARES TR2,9092,9090275,278290,7540.10%+15,476
VANGUARD WHITEHALL FDS2,0102,0100267,953283,3090.10%+15,356
UNITEDHEALTH GROUP INC(UNH)710682-28221,497235,4940.08%+13,997
ISHARES TR4,9574,911-46307,432320,4910.11%+13,059
GOLDMAN SACHS GROUP INC(GS)631571-60446,589454,7150.16%+8,126
BERKSHIRE HATHAWAY INC DEL498495-3241,913248,8550.09%+6,942
CAPITAL ONE FINL CORP(COF)4,8654,897+321,035,0771,041,0040.37%+5,927
MCKESSON CORP(MCK)291282-9213,238217,8560.08%+4,618
AMAZON COM INC(AMZN)3,1073,119+12681,644684,8380.24%+3,194
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