Fund HoldingsCentennial Bank/AR/

Total Portfolio Value
$278.67M
Total Bought
$72.74M
Total Sold
$50.18M
Net Transaction
+$22.56M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Technology Select Sector SPDR ETF
ST STR TECHN ETF
061,855+61,85508,2212.95%+8,221
Vanguard Mortgage-Backed Securities ETF
MTG-BKD SECS ETF
17,992134,334+116,3428476,3072.26%+5,460
Industrial Select Sector SPDR ETF
ST STR INDL ETF
025,306+25,30604,0931.47%+4,093
iShares ESG Aware MSCI EAFE ETF
ESG AW MSCI EAFE
24,10064,800+40,7002,2926,1962.22%+3,905
Financial Select Sector SPDR ETF
ST STR FINL ETF
075,608+75,60803,7331.34%+3,733
Wisdomtree Floating Rate Treasury ETF(WT)13,82484,888+71,0646964,2731.53%+3,578
iShares Aaa - A Rated Corporate Bond ETF
A RATE CP BD ETF
10,51878,091+67,5735063,7161.33%+3,211
Communication Services Select Sector SPDR ETF
ST STR SVC ETF
028,718+28,71803,1841.14%+3,184
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
ST INTER BD ETF
079,360+79,36002,6620.96%+2,662
NEOS S&P 500 High Income ETF
NEOS S&P 500 HI
35,54989,470+53,9211,8674,4171.59%+2,550
Vanguard FTSE Developed Markets ETF149,024183,020+33,9969,31011,7284.21%+2,418
Consumer Staples Select Sector SPDR ETF
ST STR STAPL ETF
027,743+27,74302,2740.82%+2,274
Health Care Select Sector SPDR ETF
ST STR CARE ETF
013,232+13,23201,9400.70%+1,940
iShares ESG Aware MSCI Emerging Markets ETF
ESG AWR MSCI EM
40,37579,400+39,0251,7833,6101.30%+1,827
Real Estate Select Sector SPDR ETF
ST STR REAL ETF
044,127+44,12701,8020.65%+1,802
Consumer Discretionary Select Sector SPDR ETF
ST STR DISCR ETF
015,613+15,61301,7020.61%+1,702
Vanguard Short Term Bond ETF60,71580,028+19,3134,7856,2752.25%+1,490
Vanguard Extended Markets ETF4627,612+7,150971,5670.56%+1,470
Vanguard Intermediate Term Bond ETF61,85981,275+19,4164,8186,2732.25%+1,455
Vanguard FTSE All World Ex US ETF89,380106,571+17,1916,5758,0032.87%+1,429
State Street SPDR S&P Dividend ETF
ST STR SP DIV
08,650+8,65001,2620.45%+1,262
Utilities Select Sector SPDR ETF
ST STR UTIL ETF
026,005+26,00501,1930.43%+1,193
Vanguard FTSE Emerging Markets ETF60,79481,619+20,8253,2684,4121.58%+1,143
State Street SPDR Portfolio Intermediate Term Treasury ETF
ST INTER ETF
039,491+39,49101,1320.41%+1,132
Energy Select Sector SPDR ETF
ST STR ENERG ETF
018,088+18,08801,1080.40%+1,108
iShares Bitcoin Trust ETF(IBIT)027,530+27,53001,0580.38%+1,058
iShares 5-10 Year Investment Grade Corporate Bond ETF017,166+17,16609140.33%+914
Materials Select Sector SPDR ETF
ST STR MATER ETF
015,797+15,79707890.28%+789
iShares International Select Dividend ETF4,88719,765+14,8781938410.30%+648
DFA US Core Equity ETF
US CORE EQT MKT
0267,957+267,957012,0904.34%+12,090
iShares National Muni Bond ETF22,12727,532+5,4052,3702,9231.05%+552
Avantis U.S Small Cap Equity ETF12,94920,633+7,6847611,2850.46%+525
Austin Tex Elec Util Sys Rev TX 2.987 11/15/2029(TX)0500,000+500,00004800.17%+480
iShares Russell Mid-Cap ETF45,84450,275+4,4314,4134,8881.75%+475
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
ST STR RATE ETF
015,131+15,13104660.17%+466
Chevron Corp(CVX)08,463+8,46301,7510.63%+1,751
DFA Inflation-Protected Securities ETF
INFLATION PROTE
25,12233,380+8,2581,0441,3930.50%+349
JPMorgan ActiveBuilders Emerging Markets Equity ETF
ACTIVEBLDRS EMER
034,119+34,11901,7750.64%+1,775
Exxon Mobil Corp5,5455,395-1506679150.33%+248
Marathon Petroleum Corp(MPC)02,947+2,94707200.26%+720
State Street SPDR Bloomberg Short Term High Yield Bond ETF
ST TERM HIGH ETF
09,444+9,44402360.08%+236
State Street SPDR Portfolio High Yield Bond ETF
ST PORT HIGH ETF
09,159+9,15902140.08%+214
Conocophillips(COP)05,058+5,05806680.24%+668
ISHARES TR02,100+2,10001820.07%+182
Global X Funds Uranium ETF
GLOBAL X URANIUM
066,480+66,48003,2201.16%+3,220
Johnson & Johnson(JNJ)5,4435,288-1551,1261,2930.46%+166
Walmart Inc(WMT)12,21012,080-1301,3601,5010.54%+141
JP Morgan US Momentum Factor ETF
US MOMENTUM
038,575+38,57502,6200.94%+2,620
iShares Core S&P Mid-Cap ETF98,74198,515-2266,5176,6532.39%+136
Lam Research Corp.(LRCX)05,470+5,47001,1690.42%+1,169
Seagate Technology Holdings Plc Ordinary Shares
ORD SHS
2,0001,690-3105516620.24%+111
Astrazeneca PLC Ordinary Shares(AZN)0480+4800930.03%+93
iShares Core S&P Small-Cap ETF039,956+39,95604,9671.78%+4,967
Cullen/Frost Bankers Inc(CFR)08,975+8,97501,2300.44%+1,230
Lockheed Martin Corp(LMT)0821+82104960.18%+496
Bristol Myers Squibb Corp(BMY)10,46910,46905656350.23%+70
SPDR S&P MidCap 400 ETF(MDY)0110+1100680.02%+68
Merck & Co., Inc.(MRK)7,3126,929-3837708330.30%+64
Costco Wholesale Corp(COST)01,756+1,75601,7500.63%+1,750
iShares MSCI ACWI ETF84,86587,215+2,35012,00812,0684.33%+60
American Electric Power Company, Inc.3,8253,82504415010.18%+60
Snowflake Inc. Class A(SNOW)0398+3980600.02%+60
Phillips 66 Corp(PSX)01,125+1,12502050.07%+205
Edison International Corp(EIX)10,0009,000-1,0006006590.24%+58
Pepsico, Inc.(PEP)4,8044,799-56897450.27%+56
Verizon Communications Inc(VZ)06,301+6,30103160.11%+316
SPDR Series Trust Portfolio S&P 600 Small Cap ETF
ST STR SP600 SML
0973+9730470.02%+47
Texas Instruments Inc(TXN)02,347+2,34704560.16%+456
Altria Group Inc(MO)07,637+7,63705040.18%+504
Alliant Energy Corp(LNT)07,400+7,40005310.19%+531
Honeywell International Inc(HON)01,376+1,37603110.11%+311
Watsco Inc(WSO)01,518+1,51805520.20%+552
Caterpillar Inc(CAT)28328301622000.07%+38
Nextera Energy Inc(NEE)3,5083,408-1002823170.11%+35
Amgen, Inc.(AMGN)1,5341,525-95025370.19%+34
Oneok Inc(OKE)01,819+1,81901640.06%+164
Northrop Grumman Corp(NOC)0250+25001710.06%+171
RTX Corp(RTX)2,4232,42304444670.17%+23
Pfizer Inc(PFE)07,108+7,10802000.07%+200
Consolidated Edison Inc Corp(ED)07,331+7,33108300.30%+830
Halliburton Corp(HAL)2,0002,000057780.03%+21
Entergy Corp(ETR)01,069+1,06901200.04%+120
iShares Short Maturity Municipal Bond ETF
SHOR MAT MUN ETF
1,7302,139+409871080.04%+21
Vanguard Intermediate-Term Corporate Bond ETF
INT-TERM CORP
4,8375,137+3004054250.15%+20
iShares Russell 2000 Value ETF02,355+2,35504460.16%+446
Duke Energy Corp(DUK)02,640+2,64003460.12%+346
Coca-Cola Co(KO)2,9932,99302092280.08%+18
KLA Corp(KLAC)70700851030.04%+18
iShares Gold Trust ETF(IAU)2,5002,50002032200.08%+17
Applied Materials, Inc.188188048640.02%+16
Vanguard Real Estate ETF016,034+16,03401,4220.51%+1,422
iShares Russell Mid-Cap Value ETF04,014+4,01405850.21%+585
AT&T Corp(T)06,484+6,48401880.07%+188
Eaton Corp PLC(ETN)0285+28501020.04%+102
Corning Inc(GLW)0215+2150290.01%+29
Welltower Inc Com(WELL)74074001371460.05%+9
Qnity Electronics Inc(Q)071+71080.00%+8
General Dynamics(GD)01,199+1,19904120.15%+412
Yum! Brands Inc(YUM)01,800+1,80002800.10%+280
Novartis AG ADR(NVS)500500069760.03%+7
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