BANK OZK

PublicCIK: 1569650
OZKNASDAQOZKAPNASDAQ
Location

LITTLE ROCK, AR

149
Positions
$283.47M
Total AUM (reported)
2.20M
Total Shares

Allocation by class

TOTAL AUM$283.47M149 positions
COM$214.38M75.6%
CL A$9.77M3.4%
SPONSORED ADS$7.24M2.6%
COM SHS$5.94M2.1%
SHS$5.23M1.8%
CAP STK CL A$4.57M1.6%
ORD$3.25M1.1%

Portfolio Concentration

Top 313.0%4–1016.4%11–2521.3%Rest49.4%TOP 1029.3%0%100%
Top 3$36.72M13.0%
4–10$46.35M16.4%
11–25$60.36M21.3%
Rest$140.04M49.4%

Top 3 weight

13.0%

Top 10 weight

29.3%

Voting Authority Distribution

Total shares with voting rights: 2.20M

Sole

Full voting authority

1.80M

shares

% of voting shares81.9%
Shared

Joint voting authority

116.76K

shares

% of voting shares5.3%
None

No voting authority

281.66K

shares

% of voting shares12.8%

Investment Discretion (by position count)

Sole141
Shared0
Other8
Dominant voting typeSole · 81.9% of voting shares
Institutional Holdings149
Rows:

APPLE INC

SOLE
COM
Shares59.19K
TypeSH
Market value$15.02M
5.30%
Sole
56.87K
Shared
1.03K
None
1.29K

ELI LILLY & CO

SOLE
COM
Shares11.98K
TypeSH
Market value$11.02M
3.89%
Sole
11.85K
Shared
132.00
None
6.00

NVIDIA CORPORATION

SOLE
COM
Shares61.24K
TypeSH
Market value$10.68M
3.77%
Sole
57.30K
Shared
3.90K
None
42.00

MICROSOFT CORP

SOLE
COM
Shares26.67K
TypeSH
Market value$9.87M
3.48%
Sole
25.76K
Shared
740.00
None
168.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares21.43K
TypeSH
Market value$7.24M
2.56%
Sole
21.04K
Shared
321.00
None
75.00

APPLIED MATLS INC

SOLE
COM
Shares19.59K
TypeSH
Market value$6.70M
2.36%
Sole
19.59K
Shared
0.00
None
0.00

QUANTA SVCS INC

SOLE
COM
Shares12.10K
TypeSH
Market value$6.64M
2.34%
Sole
11.95K
Shared
139.00
None
9.00

ABBVIE INC

SOLE
COM
Shares25.05K
TypeSH
Market value$5.45M
1.92%
Sole
24.95K
Shared
100.00
None
0.00

BANK OF AMER CORP

SOLE
COM
Shares109.31K
TypeSH
Market value$5.33M
1.88%
Sole
104.79K
Shared
564.00
None
3.96K

JPMORGAN CHASE & CO

SOLE
COM
Shares17.39K
TypeSH
Market value$5.12M
1.81%
Sole
16.36K
Shared
974.00
None
60.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares9.77K
TypeSH
Market value$4.88M
1.72%
Sole
9.67K
Shared
95.00
None
4.00

ARISTA NETWORKS INC

SOLE
COM SHS
Shares37.88K
TypeSH
Market value$4.65M
1.64%
Sole
37.10K
Shared
747.00
None
37.00

ALPHABET INC

SOLE
CAP STK CL A
Shares15.89K
TypeSH
Market value$4.57M
1.61%
Sole
15.37K
Shared
147.00
None
377.00

AMGEN INC

SOLE
COM
Shares12.89K
TypeSH
Market value$4.54M
1.60%
Sole
12.67K
Shared
143.00
None
82.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares4.39K
TypeSH
Market value$4.38M
1.54%
Sole
4.32K
Shared
70.00
None
3.00

TRANE TECHNOLOGIES PLC

SOLE
SHS
Shares9.89K
TypeSH
Market value$4.12M
1.45%
Sole
9.75K
Shared
134.00
None
9.00

CSX CORP

SOLE
COM
Shares99.85K
TypeSH
Market value$4.10M
1.45%
Sole
99.77K
Shared
0.00
None
79.00

T-MOBILE US INC

SOLE
COM
Shares19.25K
TypeSH
Market value$4.04M
1.43%
Sole
18.93K
Shared
305.00
None
14.00

SOUTHERN CO

SOLE
COM
Shares41.80K
TypeSH
Market value$4.04M
1.42%
Sole
40.94K
Shared
700.00
None
164.00

NETFLIX INC.

SOLE
COM
Shares41.22K
TypeSH
Market value$3.96M
1.40%
Sole
40.23K
Shared
960.00
None
38.00

META PLATFORMS INC

SOLE
CL A
Shares6.15K
TypeSH
Market value$3.52M
1.24%
Sole
5.72K
Shared
123.00
None
309.00

MARVELL TECHNOLOGY INC

SOLE
COM
Shares34.94K
TypeSH
Market value$3.46M
1.22%
Sole
34.90K
Shared
0.00
None
39.00

TJX COS INC NEW

SOLE
COM
Shares21.24K
TypeSH
Market value$3.39M
1.20%
Sole
20.74K
Shared
495.00
None
0.00

FORTINET INC

SOLE
COM
Shares41.44K
TypeSH
Market value$3.39M
1.19%
Sole
41.44K
Shared
0.00
None
0.00

PHILLIPS 66

SOLE
COM
Shares18.22K
TypeSH
Market value$3.32M
1.17%
Sole
18.20K
Shared
0.00
None
19.00
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