Bank Ozk Portfolio Stock Holdings

According to the SEC 13F filed on August 17, 2026, Bank Ozk disclosed 155 stock positions valued at approximately $336.67M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, ELI LILLY & CO, and APPLIED MATLS INC.

Report Period
June 30, 2026
No. of Stocks
155
Portfolio Value
$336.67M
Holdings by Sector
Bank Ozk Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INCAAPLTechnology5.17%60,117+924+1.56%$17,395,455
ELI LILLY & COLLYHealthcare4.38%12,291+307+2.56%$14,742,193
APPLIED MATLS INCAMATTechnology3.94%18,344-1,245-6.36%$13,262,712
NVIDIA CORPORATIONNVDATechnology3.81%64,124+2,888+4.72%$12,830,570
MARVELL TECHNOLOGY INCMRVLTechnology3.33%37,688+2,749+7.87%$11,226,878
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology3.14%22,159+724+3.38%$10,582,473
MICROSOFT CORPMSFTTechnology3.13%28,250+1,578+5.92%$10,537,814
QUANTA SVCS INCPWRIndustrials2.74%12,813+713+5.89%$9,225,872
ARISTA NETWORKS INCANETOther2.06%40,782+2,897+7.65%$6,928,045
BANK OF AMER CORPBACFinancial Services2.04%120,468+11,161+10.21%$6,864,265
ABBVIE INCABBVHealthcare1.82%24,330-725-2.89%$6,122,400
FORTINET INCFTNTTechnology1.73%37,842-3,596-8.68%$5,813,288
JPMORGAN CHASE & COJPMFinancial Services1.65%16,950-445-2.56%$5,548,243
ALPHABET INCGOOGLCommunication Services1.62%15,245-650-4.09%$5,448,105
TRANE TECHNOLOGIES PLCTTOther1.58%10,844+953+9.64%$5,326,138
MASTERCARD INCORPORATEDMAFinancial Services1.54%10,105+338+3.46%$5,189,928
CSX CORPCSXIndustrials1.49%105,771+5,919+5.93%$5,027,295
TJX COS INC NEWTJXConsumer Cyclical1.41%31,339+10,103+47.57%$4,747,858
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive1.30%4,663+269+6.12%$4,362,095
SOUTHERN COSOUtilities1.27%44,723+2,918+6.98%$4,280,438
AMGEN INCAMGNHealthcare1.27%11,793-1,100-8.53%$4,270,480
TEXAS INSTRS INCTXNTechnology1.23%13,885+863+6.63%$4,138,701
AMERICAN EXPRESS COAXPFinancial Services1.20%11,921+1,163+10.81%$4,032,277
INTERNATIONAL BUSINESS MACHSIBMTechnology1.16%13,914+1,033+8.02%$3,912,755
META PLATFORMS INCMETACommunication Services1.11%6,606+455+7.40%$3,721,093
STATE STR SPDR S&P 500 ETF TSPYOther1.05%4,732-60-1.25%$3,533,715
T-MOBILE US INCTMUSCommunication Services1.03%20,596+1,348+7.00%$3,454,567
PHILLIPS 66PSXEnergy1.02%20,334+2,111+11.58%$3,437,462
AMERIPRISE FINL INCAMPFinancial Services1.01%7,394+688+10.26%$3,392,071
NETFLIX INC.NFLXCommunication Services0.97%45,581+4,358+10.57%$3,254,483
Showing 30 of 155 holdings in the latest reporting period.