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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BANK OZK

Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000950123-23-010471

Total Value
$182.2M
Positions
255
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (255)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL57,747$9.9M5.43%
2MICROSOFT CORPMSFT20,196$6.4M3.50%
3ELI LILLY & COLLY9,969$5.4M2.94%
4APPLIED MATLS INC03822210525,087$3.5M1.91%
5MASTERCARD INCORPORATEDMA8,454$3.3M1.84%
6MERCK & CO INCMRK31,220$3.2M1.76%
7NVIDIA CORPORATIONNVDA7,123$3.1M1.70%
8MICROSOFT CORPMSFT9,530$3.0M1.65%
9FORTINET INCFTNT46,245$2.7M1.49%
10AMGEN INCAMGN10,043$2.7M1.48%
11JPMORGAN CHASE & COVYLD18,516$2.7M1.47%
12ABBVIE INCABBV16,383$2.4M1.34%
13ALPHABET INCGOOG18,656$2.4M1.34%
14TJX COS INC NEW87254010926,755$2.4M1.30%
15EXXON MOBIL CORPXOM17,681$2.1M1.14%
16PEPSICO INCPEP12,264$2.1M1.14%
17CHEVRON CORP NEWCVX11,973$2.0M1.11%
18SPDR S&P 500 ETF TRSPY4,625$2.0M1.08%
19UNION PAC CORPUNP9,652$2.0M1.08%
20BANK AMERICA CORP06050510471,400$2.0M1.07%
21AFLAC INCAFL25,300$1.9M1.07%
22ABBVIE INCABBV12,955$1.9M1.06%
23CISCO SYS INCCSCO34,010$1.8M1.00%
24HONEYWELL INTL INC4385161069,868$1.8M1.00%
25PEPSICO INCPEP10,372$1.8M0.96%
26THERMO FISHER SCIENTIFIC INCTMO3,448$1.7M0.96%
27AUTOMATIC DATA PROCESSING INADP6,990$1.7M0.92%
28LOCKHEED MARTIN CORPLMT3,970$1.6M0.89%
29CHIPOTLE MEXICAN GRILL INCCMG872$1.6M0.88%
30PROCTER AND GAMBLE CO74271810910,940$1.6M0.88%
31JACOBS SOLUTIONS INCJ11,534$1.6M0.86%
32T-MOBILE US INCTMUSZ11,161$1.6M0.86%
33COSTCO WHSL CORP NEW22160K1052,694$1.5M0.84%
34APPLE INCAAPL8,839$1.5M0.83%
35MCKESSON CORPMCK3,475$1.5M0.83%
36QUANTA SVCS INC74762E1027,984$1.5M0.82%
37HOME DEPOT INCHD4,859$1.5M0.81%
38DUKE ENERGY CORP NEWDUKB16,630$1.5M0.81%
39NXP SEMICONDUCTORS N VNXPI7,169$1.4M0.79%
40ISHARES TR46428746519,483$1.3M0.74%
41PROCTER AND GAMBLE CO7427181099,103$1.3M0.73%
42ACCENTURE PLC IRELANDACN4,279$1.3M0.72%
43DUPONT DE NEMOURS INCDD17,292$1.3M0.71%
44ARISTA NETWORKS INCANET6,986$1.3M0.71%
45MEDTRONIC PLCMDT16,129$1.3M0.69%
46ELI LILLY & COLLY2,283$1.2M0.67%
47JOHNSON & JOHNSONJNJ7,580$1.2M0.65%
48COCA COLA COKO20,847$1.2M0.64%
49SPDR SER TR78464A76310,000$1.2M0.63%
50LULULEMON ATHLETICA INCLULU2,940$1.1M0.62%
51TAIWAN SEMICONDUCTOR MFG LTD87403910012,888$1.1M0.61%
52MERCK & CO INCMRK10,801$1.1M0.61%
53WALMART INCWMT6,942$1.1M0.61%
54ISHARES GOLD TRIAU31,121$1.1M0.60%
55AVALONBAY CMNTYS INCAWX6,224$1.1M0.59%
56NIKE INCNKE11,004$1.1M0.58%
57EXCHANGE TRADED CONCEPTS TR30150570720,567$1.0M0.57%
58BLACKROCK INCBLK1,581$1.0M0.56%
59MCDONALDS CORPMCD3,829$1.0M0.55%
60MARRIOTT INTL INC NEW5719032025,037$990,0720.54%
61ABBOTT LABSABLZF10,210$988,8380.54%
62NUCOR CORPNUE6,095$952,9530.52%
63AMERIPRISE FINL INC03076C1062,870$946,1810.52%
64ELECTRONIC ARTS INCEA7,797$938,7580.52%
65PIONEER NAT RES CO7237871074,075$935,4160.51%
66BLACKSTONE INCBX8,662$928,0460.51%
67PUBLIC SVC ENTERPRISE GRP IN74457310615,788$898,4950.49%
68BOOZ ALLEN HAMILTON HLDG CORBAH8,138$889,2390.49%
69ZOETIS INCZTS5,003$870,4210.48%
70ISHARES TR4642878049,159$863,9680.47%
71VANGUARD INDEX FDS92290855311,322$856,6220.47%
72SALESFORCE INCCRM3,923$795,5050.44%
73MEDTRONIC PLCMDT10,037$786,4990.43%
74BRISTOL-MYERS SQUIBB COCELG-RI13,486$782,7270.43%
75VERIZON COMMUNICATIONS INCVZ24,056$779,6540.43%
76NETFLIX INCNFLX1,913$722,3480.40%
77TOLL BROTRS INCTOL9,758$721,7010.40%
78BROADRIDGE FINL SOLUTIONS IN11133T1034,000$716,2000.39%
79ABBOTT LABSABLZF7,330$709,9100.39%
80AMAZON COM INCAMZN5,470$695,3460.38%
81LOWES COS INC5486611073,333$692,7300.38%
82SOUTHERN COSOMN10,700$692,5040.38%
83SPDR S&P 500 ETF TRSPY1,600$683,9680.38%
84CAPITAL ONE FINL CORP14040H1057,021$681,3880.37%
85ISHARES TR4642872001,575$676,3520.37%
86NEXTERA ENERGY INCNEE-PW11,727$671,8390.37%
87ILLINOIS TOOL WKS INC4523081092,827$651,0860.36%
88PFIZER INCPFE19,277$639,4180.35%
89DOLLAR GEN CORP NEW2566771055,783$611,8410.34%
90GEN DIGITAL INCGENVR33,827$598,0610.33%
91INVESCO LTDIVZ40,356$585,9690.32%
92JPMORGAN CHASE & COVYLD3,972$576,0190.32%
93CONOCOPHILLIPSCOP4,734$567,1330.31%
94ALLSTATE CORPALL-PJ5,077$565,6280.31%
95PRUDENTIAL FINL INCPUKPF5,960$565,5440.31%
96ARES CAPITAL CORPARCC29,000$564,6300.31%
97PFIZER INCPFE16,592$550,3560.30%
98VANGUARD INDEX FDS9229085537,162$541,8760.30%
99TRUIST FINL CORP89832Q10918,647$533,4900.29%
100BROADCOM INCAVGO640$531,5710.29%
101EXXON MOBIL CORPXOM4,303$505,9460.28%
102VERIZON COMMUNICATIONS INCVZ15,297$495,7750.27%
103VANGUARD INDEX FDS9229086372,481$485,5060.27%
104FEDEX CORPFDX1,830$484,8030.27%
105DUKE ENERGY CORP NEWDUKB5,487$484,2820.27%
106WISDOMTREE TRWT10,210$472,3140.26%
107FORTINET INCFTNT7,950$466,5060.26%
108CVS HEALTH CORPCVS6,594$460,3930.25%
109COCA COLA COKO8,196$458,8120.25%
110ISHARES TR4642874656,651$458,3860.25%
111STARBUCKS CORPSBUX4,967$453,3380.25%
112COMCAST CORP NEWCCZ10,149$450,0060.25%
113LOWES COS INC5486611072,160$448,9340.25%
114STARWOOD PPTY TR INCSTHO22,600$437,3100.24%
115APPLIED MATLS INC0382221053,125$432,6560.24%
116SPDR SER TR78464A8705,864$428,1890.23%
117ALPHABET INCGOOG3,251$425,4250.23%
118ISHARES TR464287200988$424,2760.23%
119TRUIST FINL CORP89832Q10914,680$419,9940.23%
120AT&T INCT-PC27,852$418,3370.23%
121NVIDIA CORPORATIONNVDA942$409,7600.22%
122SPDR SER TR78464A7633,544$407,5950.22%
123BANK AMERICA CORP06050510414,861$406,8940.22%
124CITIGROUP INCC-PR9,371$385,4290.21%
125HONEYWELL INTL INC4385161062,072$382,7810.21%
126NUCOR CORPNUE2,441$381,6500.21%
127MASTERCARD INCORPORATEDMA950$376,1140.21%
128UNITEDHEALTH GROUP INCUNH740$373,1000.20%
129AMGEN INCAMGN1,388$373,0380.20%
130EMERSON ELEC COEMR3,850$371,7940.20%
131WASTE MGMT INC DEL94106L1092,400$365,8560.20%
132ALPHABET INCGOOG2,769$365,0920.20%
133CHEVRON CORP NEWCVX1,993$336,0590.18%
134LOCKHEED MARTIN CORPLMT820$335,3470.18%
135DEERE & CODE857$323,4140.18%
136TJX COS INC NEW8725401093,630$322,6340.18%
137ENTERGY CORP NEWENO3,413$315,7020.17%
138GENUINE PARTS COGPC2,094$302,3310.17%
139ISHARES GOLD TRIAU8,606$301,1230.17%
140INTEL CORPINTC8,266$293,8560.16%
141INTEL CORPINTC8,250$293,2870.16%
142ALTRIA GROUP INCMO6,950$292,2470.16%
143SOUTHERN COSOMN4,375$283,1500.16%
144EXCHANGE TRADED CONCEPTS TR3015057075,341$268,9720.15%
145AMERICAN ELEC PWR CO INC0255371013,497$263,0440.14%
146UNITED PARCEL SERVICE INCUPS1,637$255,1590.14%
147AT&T INCT-PC16,864$253,2970.14%
148PAYCHEX INCPAYX2,190$252,5720.14%
149JOHNSON & JOHNSONJNJ1,574$245,1500.13%
150IQVIA HLDGS INCIQV1,244$244,7570.13%
151INVESCO EXCHANGE TRADED FD TIVZ8,910$244,1340.13%
152PUBLIC STORAGEPSA-PS905$238,4850.13%
153NIKE INCNKE2,459$235,1290.13%
154ARES CAPITAL CORPARCC12,000$233,6400.13%
155ORACLE CORPORCL-PD2,174$230,2700.13%
156ISHARES TR464287507920$229,4020.13%
157CROWN CASTLE INCCCI2,475$227,7740.12%
158ADOBE INCADBE445$226,9050.12%
159ISHARES TR46432F8423,526$226,8980.12%
160WASTE MGMT INC DEL94106L1091,460$222,5620.12%
161JACOBS SOLUTIONS INCJ1,621$221,2660.12%
162NXP SEMICONDUCTORS N VNXPI1,096$219,1120.12%
163LULULEMON ATHLETICA INCLULU568$219,0260.12%
164CISCO SYS INCCSCO4,011$215,6310.12%
165ISHARES TR4642876632,887$215,4270.12%
166ISHARES TR464287648960$215,1840.12%
167HUNT J B TRANS SVCS INC4456581071,129$212,8390.12%
168VANGUARD SPECIALIZED FUNDS9219088441,351$209,9180.12%
169CONOCOPHILLIPSCOP1,750$209,6500.12%
170VANGUARD WHITEHALL FDS9219464062,010$207,6730.11%
171UNION PAC CORPUNP992$202,0000.11%
172BOOZ ALLEN HAMILTON HLDG CORBAH1,820$198,8710.11%
173PUBLIC SVC ENTERPRISE GRP IN7445731063,491$198,6720.11%
174EASTMAN CHEM COEMN2,538$194,7150.11%
175VANGUARD INDEX FDS922908637995$194,7110.11%
176PHILLIPS 66PSX1,612$193,6810.11%
177SALESFORCE INCCRM945$191,6270.11%
178TARGET CORPTGT1,715$189,6270.10%
179COSTCO WHSL CORP NEW22160K105324$183,0470.10%
180INVESCO SR INCOME TRIVZ46,385$181,8290.10%
181MICROCHIP TECHNOLOGY INC.MCHPP2,315$180,6850.10%
182HOST HOTELS & RESORTS INCHST11,200$179,9840.10%
183MCKESSON CORPMCK403$175,2440.10%
184AMERICAN ELEC PWR CO INC0255371012,320$174,5100.10%
185CHIPOTLE MEXICAN GRILL INCCMG94$172,1920.09%
186ACCENTURE PLC IRELANDACN545$167,3740.09%
187COMCAST CORP NEWCCZ3,758$166,6290.09%
188EMERSON ELEC COEMR1,690$163,2030.09%
189ETF MANAGERS TR26924G4094,130$161,4830.09%
190ISHARES TR4642873092,329$159,3500.09%
191BRISTOL-MYERS SQUIBB COCELG-RI2,710$157,2880.09%
192ISHARES TR4642874081,018$156,6090.09%
193PHILLIPS 66PSX1,300$156,1950.09%
194INTERNATIONAL FLAVORS&FRAGRA4595061012,255$153,7230.08%
195INVESCO SR INCOME TRIVZ38,507$150,9470.08%
196T-MOBILE US INCTMUSZ1,077$150,8330.08%
197AVALONBAY CMNTYS INCAWX844$144,9480.08%
198ALLSTATE CORPALL-PJ1,284$143,0500.08%
199QUANTA SVCS INC74762E102757$141,6110.08%
200MICROCHIP TECHNOLOGY INC.MCHPP1,769$138,0700.08%
201BERKSHIRE HATHAWAY INC DELBRK-A394$138,0180.08%
202GOLDMAN SACHS GROUP INCGSCE423$136,8700.08%
203HOME DEPOT INCHD442$133,5540.07%
204TAIWAN SEMICONDUCTOR MFG LTD8740391001,479$128,5250.07%
205WALMART INCWMT785$125,5450.07%
206VISA INCV526$120,9850.07%
207STARWOOD PPTY TR INCSTHO6,100$118,0350.06%
208META PLATFORMS INCMETA390$117,0810.06%
209HUNT J B TRANS SVCS INC445658107600$113,1120.06%
210TOLL BROTRS INCTOL1,466$108,4250.06%
211PUBLIC STORAGEPSA-PS405$106,7250.06%
212ISHARES TR4642878041,130$106,5920.06%
213BROADCOM INCAVGO125$103,8220.06%
214EASTMAN CHEM COEMN1,350$103,5720.06%
215DUPONT DE NEMOURS INCDD1,287$95,9970.05%
216GOLDMAN SACHS GROUP INCGSCE295$95,4530.05%
217AMERIPRISE FINL INC03076C106289$95,2770.05%
218AUTOMATIC DATA PROCESSING INADP389$93,5850.05%
219ARISTA NETWORKS INCANET506$93,0680.05%
220ISHARES TR464287408602$92,6110.05%
221META PLATFORMS INCMETA302$90,6630.05%
222VISA INCV393$90,3930.05%
223ISHARES TR4642873091,321$90,3820.05%
224ZOETIS INCZTS518$90,1210.05%
225BLACKSTONE INCBX813$87,1040.05%
226ALTRIA GROUP INCMO2,000$84,1000.05%
227BLACKROCK INCBLK128$82,7500.05%
228PIONEER NAT RES CO723787107355$81,4900.04%
229BERKSHIRE HATHAWAY INC DELBRK-A227$79,5180.04%
230NEXTERA ENERGY INCNEE-PW1,350$77,3410.04%
231MARRIOTT INTL INC NEW571903202357$70,1710.04%
232GEN DIGITAL INCGENVR3,879$68,5800.04%
233ISHARES TR464287507274$68,3210.04%
234NETFLIX INCNFLX178$67,2120.04%
235CROWN CASTLE INCCCI711$65,4330.04%
236ETF MANAGERS TR26924G4091,659$64,8660.04%
237DOLLAR GEN CORP NEW256677105608$64,3260.04%
238ELECTRONIC ARTS INCEA509$61,2830.03%
239ENTERGY CORP NEWENO600$55,5000.03%
240PRUDENTIAL FINL INCPUKPF571$54,1820.03%
241MCDONALDS CORPMCD200$52,6880.03%
242INTERNATIONAL FLAVORS&FRAGRA459506101763$52,0130.03%
243UNITED PARCEL SERVICE INCUPS300$46,7610.03%
244ADOBE INCADBE87$44,3610.02%
245SPDR SER TR78464A870588$42,9350.02%
246INVESCO LTDIVZ2,830$41,0910.02%
247TARGET CORPTGT371$41,0210.02%
248AMAZON COM INCAMZN300$38,1360.02%
249ILLINOIS TOOL WKS INC452308109155$35,6980.02%
250CAPITAL ONE FINL CORP14040H105325$31,5410.02%
251CITIGROUP INCC-PR744$30,6000.02%
252CVS HEALTH CORPCVS390$27,2290.01%
253UNITEDHEALTH GROUP INCUNH40$20,1670.01%
254THERMO FISHER SCIENTIFIC INCTMO15$7,5920.00%
255IQVIA HLDGS INCIQV20$3,9350.00%