Bank Ozk

Holdings as of Mar 31, 2026 · filed May 13, 2026

$283467940
Portfolio value
149
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 Apple Inc $15022591 5.30% NEW BUY
2 Eli Lilly & Co $11022522 3.89% NEW BUY
3 Nvidia Corporation $10679557 3.77% NEW BUY
4 Microsoft Corp $9873173 3.48% NEW BUY
5 Taiwan Semiconductor Manufac $7243958 2.56% NEW BUY
6 Applied Matls Inc $6695324 2.36% NEW BUY
7 Quanta Svcs Inc $6643141 2.34% NEW BUY
8 Abbvie Inc $5449211 1.92% NEW BUY
9 Bank Of Amer Corp $5328716 1.88% NEW BUY
10 Jpmorgan Chase & Co $5116912 1.81% NEW BUY
11 Mastercard Incorporated $4880178 1.72% NEW BUY
12 Arista Networks Inc $4651519 1.64% NEW BUY
13 Alphabet Inc $4570766 1.61% NEW BUY
14 Amgen Inc $4536401 1.60% NEW BUY
15 Costco Wholesale Corporation $4378312 1.54% NEW BUY
16 Trane Technologies Plc $4121974 1.45% NEW BUY
17 Csx Corp $4098924 1.45% NEW BUY
18 T-Mobile Us Inc $4042657 1.43% NEW BUY
19 Southern Co $4035018 1.42% NEW BUY
20 Netflix Inc. $3963591 1.40% NEW BUY
21 Meta Platforms Inc $3519171 1.24% NEW BUY
22 Marvell Technology Inc $3460707 1.22% NEW BUY
23 Tjx Cos Inc New $3391389 1.20% NEW BUY
24 Fortinet Inc $3386313 1.19% NEW BUY
25 Phillips 66 $3319866 1.17% NEW BUY
26 American Express Co $3254078 1.15% NEW BUY
27 Astrazeneca Plc $3245057 1.14% NEW BUY
28 International Business Machs $3122225 1.10% NEW BUY
29 Exxon Mobil Corp $3117502 1.10% NEW BUY
30 State Str Spdr S&P 500 Etf T $3116429 1.10% NEW BUY
31 Kroger Co $3018496 1.06% NEW BUY
32 Ameriprise Finl Inc $2980146 1.05% NEW BUY
33 Pepsico Inc $2906717 1.03% NEW BUY
34 Restaurant Brands Intl Inc $2884982 1.02% NEW BUY
35 Quest Diagnostics Inc $2855819 1.01% NEW BUY
36 Procter & Gamble Co $2821201 1.00% NEW BUY
37 Ishares Gold Tr $2801459 0.99% NEW BUY
38 Merck & Co Inc $2713501 0.96% NEW BUY
39 Shell Plc $2634969 0.93% NEW BUY
40 Texas Instrs Inc $2528090 0.89% NEW BUY
41 Ishares Tr $2500487 0.88% NEW BUY
42 Chevron Corporation $2500179 0.88% NEW BUY
43 Toll Brotrs Inc $2480204 0.87% NEW BUY
44 Aflac Inc $2468475 0.87% NEW BUY
45 Oracle Corp $2440554 0.86% NEW BUY
46 Walmart Inc $2429052 0.86% NEW BUY
47 Broadcom Inc $2403035 0.85% NEW BUY
48 Blackstone Inc $2347290 0.83% NEW BUY
49 Hilton Worldwide Hldgs Inc $2244414 0.79% NEW BUY
50 Lockheed Martin Corp $2195144 0.77% NEW BUY
51 Cisco Sys Inc $2139466 0.75% NEW BUY
52 Kimco Realty Corp $2040881 0.72% NEW BUY
53 Ishares Tr $2036718 0.72% NEW BUY
54 Oreilly Automotive Inc $2007557 0.71% NEW BUY
55 Johnson & Johnson $1948919 0.69% NEW BUY
56 L3harris Technologies Inc $1744732 0.62% NEW BUY
57 Spdr Series Trust $1678601 0.59% NEW BUY
58 Abbott Laboratories $1660276 0.59% NEW BUY
59 Exchange Traded Concepts Tru $1625691 0.57% NEW BUY
60 Verizon Communications Inc $1543247 0.54% NEW BUY
61 Automatic Data Processing In $1486058 0.52% NEW BUY
62 Duke Energy Corp New $1445053 0.51% NEW BUY
63 Home Depot Inc $1427710 0.50% NEW BUY
64 Dupont De Nemours Inc $1398731 0.49% NEW BUY
65 Nucor Corp $1385436 0.49% NEW BUY
66 Anheuser Busch Inbev Sa Nv $1298814 0.46% NEW BUY
67 Barrick Mng Corp $1292308 0.46% NEW BUY
68 Allstate Corp $1267676 0.45% NEW BUY
69 Mcdonalds Corp $1203378 0.42% NEW BUY
70 Blackrock Inc $1186749 0.42% NEW BUY
71 Seagate Technology Hldngs Pl $1119258 0.39% NEW BUY
72 Lowes Cos Inc $1112642 0.39% NEW BUY
73 Public Svc Enterprise Group $1108852 0.39% NEW BUY
74 Medtronic Plc $1104093 0.39% NEW BUY
75 Thermo Fisher Scientific Inc $1093162 0.39% NEW BUY
76 Spdr Series Trust $1050448 0.37% NEW BUY
77 Truist Finl Corp $954198 0.34% NEW BUY
78 Capital One Finl Corp $914704 0.32% NEW BUY
79 Vanguard Index Fds $913323 0.32% NEW BUY
80 Coca Cola Co $897921 0.32% NEW BUY
81 Waste Mgmt Inc Del $884921 0.31% NEW BUY
82 Kla Corp $862831 0.30% NEW BUY
83 Entergy Corp New $850565 0.30% NEW BUY
84 Conocophillips $815232 0.29% NEW BUY
85 Ishares Tr $807890 0.29% NEW BUY
86 American Elec Pwr Co Inc $769045 0.27% NEW BUY
87 Ares Capital Corp $741811 0.26% NEW BUY
88 Nextera Energy Inc $718983 0.25% NEW BUY
89 Marriott Intl Inc New $707451 0.25% NEW BUY
90 Tortoise Capital Series Trus $704108 0.25% NEW BUY
91 Union Pac Corp $682975 0.24% NEW BUY
92 Salesforce Inc $655211 0.23% NEW BUY
93 Broadridge Finl Solutions In $649920 0.23% NEW BUY
94 Amazon Com Inc $615854 0.22% NEW BUY
95 Honeywell Intl Inc $615479 0.22% NEW BUY
96 Wisdomtree Tr $594689 0.21% NEW BUY
97 Vanguard Index Fds $578871 0.20% NEW BUY
98 Illinois Tool Wks Inc $568732 0.20% NEW BUY
99 Emerson Elec Co $550546 0.19% NEW BUY
100 Deere & Co $535698 0.19% NEW BUY
101 Pfizer Inc $527791 0.19% NEW BUY
102 Spdr Series Trust $507342 0.18% NEW BUY
103 Bristol-Myers Squibb Co $495692 0.17% NEW BUY
104 Starwood Ppty Tr Inc $494214 0.17% NEW BUY
105 Ishares Tr $482753 0.17% NEW BUY
106 Alphabet Inc $473892 0.17% NEW BUY
107 Baron Etf Tr $456524 0.16% NEW BUY
108 Booz Allen Hamilton Hldg Cor $443365 0.16% NEW BUY
109 Goldman Sachs Group Inc $442451 0.16% NEW BUY
110 Intel Corp $440946 0.16% NEW BUY
111 Consolidated Edison Inc $431894 0.15% NEW BUY
112 At&T Inc $425862 0.15% NEW BUY
113 Altria Group Inc $423787 0.15% NEW BUY
114 Ishares Tr $412164 0.15% NEW BUY
115 Avalonbay Cmntys Inc $405434 0.14% NEW BUY
116 Jacobs Solutions Inc $365930 0.13% NEW BUY
117 Public Storage Oper Co $354852 0.13% NEW BUY
118 Vanguard Tax-Managed Fds $348338 0.12% NEW BUY
119 Starbucks Corp $345279 0.12% NEW BUY
120 1ws Credit Income Fund $343361 0.12% NEW BUY
121 Ishares Tr $318343 0.11% NEW BUY
122 Ishares Tr $313676 0.11% NEW BUY
123 Ishares Tr $304395 0.11% NEW BUY
124 Vanguard Whitehall Fds $297681 0.11% NEW BUY
125 Qualcomm Inc $293746 0.10% NEW BUY
126 Morgan Stanley $289972 0.10% NEW BUY
127 Bank Ozk Little Rock Ark $287822 0.10% NEW BUY
128 Ishares Tr $285788 0.10% NEW BUY
129 Dicks Sporting Goods Inc $283356 0.10% NEW BUY
130 Royal Bk Cda $278099 0.10% NEW BUY
131 Ishares Tr $270816 0.10% NEW BUY
132 Bondbloxx Etf Trust $268158 0.09% NEW BUY
133 Ishares Tr $266789 0.09% NEW BUY
134 Ishares Tr $261722 0.09% NEW BUY
135 Crown Castle Inc $256939 0.09% NEW BUY
136 Vanguard Bd Index Fds $253689 0.09% NEW BUY
137 Ishares Tr $247877 0.09% NEW BUY
138 Amplify Etf Tr $236555 0.08% NEW BUY
139 Eastman Chem Co $236286 0.08% NEW BUY
140 Invesco Exchange Traded Fd T $235510 0.08% NEW BUY
141 Corning Inc $232236 0.08% NEW BUY
142 Genuine Parts Co $227997 0.08% NEW BUY
143 Paychex Inc $226983 0.08% NEW BUY
144 Visa Inc $226377 0.08% NEW BUY
145 Comcast Corp New $223075 0.08% NEW BUY
146 Host Hotels & Resorts Inc $214592 0.08% NEW BUY
147 Sanofi Sa $210498 0.07% NEW BUY
148 Tesla Inc $208923 0.07% NEW BUY
149 Invesco Sr Income Tr $149359 0.05% NEW BUY

Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.