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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 2024 · Filed February 5, 2025 · Accession 0000950123-25-000940

Total Value
$241.1M
Positions
266
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (266)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL52,845$13.2M5.49%
2MICROSOFT CORPMSFT18,966$8.0M3.32%
3ELI LILLY & COLLY9,459$7.3M3.03%
4NVIDIA CORPORATIONNVDA48,606$6.5M2.71%
5MASTERCARD INCORPORATEDMA8,627$4.5M1.88%
6FORTINET INCFTNT41,656$3.9M1.63%
7JPMORGAN CHASE & CO.VYLD15,893$3.8M1.58%
8TAIWAN SEMICONDUCTOR MFG LTD87403910018,742$3.7M1.54%
9MICROSOFT CORPMSFT8,634$3.6M1.51%
10ARISTA NETWORKS INCANET32,917$3.6M1.51%
11MERCK & CO INCMRK36,082$3.6M1.49%
12APPLIED MATLS INC03822210521,120$3.4M1.42%
13CHIPOTLE MEXICAN GRILL INCCMG53,809$3.2M1.35%
14T-MOBILE US INCTMUSZ14,301$3.2M1.31%
15COSTCO WHSL CORP NEW22160K1053,337$3.1M1.27%
16QUANTA SVCS INC74762E1029,397$3.0M1.23%
17AMGEN INCAMGN10,522$2.7M1.14%
18NETFLIX INCNFLX2,992$2.7M1.11%
19ALPHABET INCGOOG13,855$2.6M1.09%
20ABBVIE INCABBV14,736$2.6M1.09%
21META PLATFORMS INCMETA4,331$2.5M1.05%
22WALMART INCWMT27,558$2.5M1.03%
23PROCTER AND GAMBLE CO74271810914,680$2.5M1.02%
24TJX COS INC NEW87254010920,010$2.4M1.00%
25UNION PAC CORPUNP10,528$2.4M1.00%
26TRANE TECHNOLOGIES PLCTT6,338$2.3M0.97%
27AFLAC INCAFL22,500$2.3M0.97%
28BLACKSTONE INCBX13,235$2.3M0.95%
29BANK AMERICA CORP06050510451,476$2.3M0.94%
30AMERIPRISE FINL INC03076C1064,229$2.3M0.93%
31ABBVIE INCABBV12,655$2.2M0.93%
32AMERICAN EXPRESS COAXP7,037$2.1M0.87%
33SPDR S&P 500 ETF TRSPY3,509$2.1M0.85%
34DILLARDS INC2540671014,749$2.1M0.85%
35APPLE INCAAPL8,184$2.0M0.85%
36AUTOMATIC DATA PROCESSING INADP6,990$2.0M0.85%
37MARRIOTT INTL INC NEW5719032026,815$1.9M0.79%
38PROCTER AND GAMBLE CO74271810910,654$1.8M0.74%
39JACOBS SOLUTIONS INCJ13,359$1.8M0.74%
40SOUTHERN COSOMN21,666$1.8M0.74%
41HOME DEPOT INCHD4,561$1.8M0.74%
42NXP SEMICONDUCTORS N VNXPI8,435$1.8M0.73%
43INTERNATIONAL BUSINESS MACHSINTR7,954$1.7M0.73%
44DICKS SPORTING GOODS INC2533931027,564$1.7M0.72%
45DUPONT DE NEMOURS INCDD22,600$1.7M0.71%
46NOVO-NORDISK A SNONOF19,858$1.7M0.71%
47EXXON MOBIL CORPXOM15,632$1.7M0.70%
48LOCKHEED MARTIN CORPLMT3,426$1.7M0.69%
49TOLL BROTRS INCTOL13,078$1.6M0.68%
50BROADCOM INCAVGO7,082$1.6M0.68%
51LULULEMON ATHLETICA INCLULU4,286$1.6M0.68%
52FIDELITY NATL INFORMATION SV31620M10619,827$1.6M0.66%
53KROGER COKR25,879$1.6M0.66%
54PEPSICO INCPEP10,338$1.6M0.65%
55AVALONBAY CMNTYS INCAWX7,134$1.6M0.65%
56CISCO SYS INCCSCO26,349$1.6M0.65%
57GE HEALTHCARE TECHNOLOGIES IGEHC19,835$1.6M0.64%
58PEPSICO INCPEP10,178$1.5M0.64%
59CHEVRON CORP NEWCVX10,349$1.5M0.62%
60ELI LILLY & COLLY1,931$1.5M0.62%
61ISHARES GOLD TRIAU29,866$1.5M0.61%
62ISHARES TR46428746517,808$1.3M0.56%
63THERMO FISHER SCIENTIFIC INCTMO2,556$1.3M0.55%
64SPDR SER TR78464A76310,000$1.3M0.55%
65ISHARES TR4642872002,131$1.3M0.52%
66BLACKROCK INCBLK1,219$1.2M0.52%
67ABBOTT LABSABLZF10,160$1.1M0.48%
68SALESFORCE INCCRM3,430$1.1M0.48%
69EXCHANGE TRADED CONCEPTS TRU30150570720,162$1.1M0.47%
70MERCK & CO INCMRK11,026$1.1M0.45%
71MCDONALDS CORPMCD3,735$1.1M0.45%
72PHILLIPS 66PSX9,193$1.0M0.43%
73SHELL PLCRYDAF16,698$1.0M0.43%
74ISHARES TR4642878049,029$1.0M0.43%
75JOHNSON & JOHNSONJNJ7,083$1.0M0.42%
76PUBLIC SVC ENTERPRISE GRP IN74457310611,972$1.0M0.42%
77ALLSTATE CORPALL-PJ5,077$978,7940.41%
78JPMORGAN CHASE & CO.VYLD3,912$937,7450.39%
79SPDR S&P 500 ETF TRSPY1,600$937,7280.39%
80ISHARES TR4642872001,560$918,3400.38%
81SOUTHERN COSOMN11,090$912,9280.38%
82BROADRIDGE FINL SOLUTIONS IN11133T1034,000$904,3600.38%
83CAPITAL ONE FINL CORP14040H1054,995$890,7080.37%
84NVIDIA CORPORATIONNVDA6,429$863,3500.36%
85LOWES COS INC5486611073,285$810,7380.34%
86SPDR SER TR78464A66430,311$793,8450.33%
87AMAZON COM INCAMZN3,573$783,8800.33%
88NUCOR CORPNUE6,582$768,1850.32%
89NEXTERA ENERGY INCNEE-PW10,554$756,6160.31%
90ABBOTT LABSABLZF6,475$732,3870.30%
91VANGUARD INDEX FDS9229085538,213$731,6140.30%
92FORTINET INCFTNT7,689$726,4560.30%
93DUKE ENERGY CORP NEWDUKB6,564$707,2050.29%
94MEDTRONIC PLCMDT8,825$704,9410.29%
95VERIZON COMMUNICATIONS INCVZ17,566$702,4640.29%
96ALPHABET INCGOOG3,599$681,2900.28%
97BOOZ ALLEN HAMILTON HLDG CORBAH5,235$673,7440.28%
98BANK AMERICA CORP06050510414,881$654,0190.27%
99ARES CAPITAL CORPARCC29,000$634,8100.26%
100VERIZON COMMUNICATIONS INCVZ14,397$575,7360.24%
101TRUIST FINL CORP89832Q10913,162$570,9670.24%
102DUKE ENERGY CORP NEWDUKB5,276$568,4360.24%
103ILLINOIS TOOL WKS INC4523081092,234$566,4530.23%
104VANGUARD INDEX FDS9229086372,015$543,4450.23%
105WASTE MGMT INC DEL94106L1092,667$538,1730.22%
106ENTERGY CORP NEWENO6,730$510,2680.21%
107TRUIST FINL CORP89832Q10911,730$508,8470.21%
108COCA COLA COKO8,144$507,0450.21%
109APPLIED MATLS INC0382221053,090$502,5260.21%
110EXXON MOBIL CORPXOM4,640$499,1240.21%
111MASTERCARD INCORPORATEDMA947$498,6610.21%
112MEDTRONIC PLCMDT6,194$494,7760.21%
113ISHARES TR4642874656,531$493,8080.20%
114LOWES COS INC5486611072,000$493,6000.20%
115WISDOMTREE TRWT9,895$484,0630.20%
116HONEYWELL INTL INC4385161062,065$466,4620.19%
117CONOCOPHILLIPSCOP4,538$450,0330.19%
118ALPHABET INCGOOG2,272$432,6790.18%
119STARWOOD PPTY TR INCSTHO22,600$428,2700.18%
120AT&T INCT-PC18,654$424,7510.18%
121COCA COLA COKO6,556$408,1760.17%
122DEERE & CODE957$405,4800.17%
123BRISTOL-MYERS SQUIBB COCELG-RI6,837$386,7000.16%
124ISHARES TR4642874081,927$367,8250.15%
125LOCKHEED MARTIN CORPLMT755$366,8840.15%
126MCKESSON CORPMCK641$365,3120.15%
127STARBUCKS CORPSBUX3,975$362,7180.15%
128PFIZER INCPFE13,601$360,8340.15%
129ORACLE CORPORCL-PD2,119$353,1100.15%
130UNITEDHEALTH GROUP INCUNH692$350,0550.15%
131QUALCOMM INCQCOM2,269$348,5630.14%
132TAIWAN SEMICONDUCTOR MFG LTD8740391001,754$346,3970.14%
133TJX COS INC NEW8725401092,790$337,0590.14%
134ISHARES TR4642873093,288$333,8300.14%
135AMGEN INCAMGN1,279$333,3580.14%
136ISHARES TR4642884143,110$331,3700.14%
137BONDBLOXX ETF TRUST09789C7886,506$326,4710.14%
138PAYCHEX INCPAYX2,319$325,1700.13%
139META PLATFORMS INCMETA552$323,2010.13%
140HONEYWELL INTL INC4385161061,420$320,7630.13%
141EMERSON ELEC COEMR2,559$317,1360.13%
142SALESFORCE INCCRM945$315,9410.13%
143KLA CORPKLAC496$312,5390.13%
144CHIPOTLE MEXICAN GRILL INCCMG5,100$307,5300.13%
145SPDR SER TR78464A8703,404$306,5640.13%
146AMERICAN ELEC PWR CO INC0255371013,318$306,0190.13%
147ISHARES GOLD TRIAU5,928$293,4950.12%
148PFIZER INCPFE10,823$287,1340.12%
149WASTE MGMT INC DEL94106L1091,420$286,5410.12%
150COSTCO WHSL CORP NEW22160K105310$284,0430.12%
151BROADCOM INCAVGO1,220$282,8440.12%
152ISHARES TR464287648970$279,1850.12%
153ISHARES TR4642871502,169$278,9760.12%
154CHEVRON CORP NEWCVX1,923$278,5270.12%
155VANGUARD INDEX FDS9229085533,098$275,9690.11%
156PUBLIC STORAGE OPER COPSA-PS905$270,9930.11%
157ACCENTURE PLC IRELANDACN770$270,8780.11%
158ARES CAPITAL CORPARCC12,163$266,2480.11%
159NUCOR CORPNUE2,274$265,3980.11%
160PUBLIC SVC ENTERPRISE GRP IN7445731063,140$265,2980.11%
161ISHARES TR4642876632,858$264,6220.11%
162ISHARES TR4642875074,225$263,2590.11%
163T-MOBILE US INCTMUSZ1,184$261,3440.11%
164GENUINE PARTS COGPC2,232$260,6080.11%
165ALTRIA GROUP INCMO4,964$259,5670.11%
166VANGUARD WHITEHALL FDS9219464062,010$256,4550.11%
167ZOETIS INCZTS1,568$255,4740.11%
168VANGUARD INDEX FDS922908637932$251,3600.10%
169SEAGATE TECHNOLOGY HLDNGS PLSE2,784$240,2870.10%
170ARISTA NETWORKS INCANET2,164$239,1860.10%
171VANGUARD BD INDEX FDS9219378353,309$237,9500.10%
172AMPLIFY ETF TR0321086564,044$234,4710.10%
173EXCHANGE TRADED CONCEPTS TRU3015057074,121$231,8470.10%
174QUANTA SVCS INC74762E102725$229,1360.10%
175INVESCO EXCHANGE TRADED FD TIVZ7,800$228,5400.09%
176ISHARES TR46432F8423,235$227,3550.09%
177NXP SEMICONDUCTORS N VNXPI1,090$226,5560.09%
178CROWN CASTLE INCCCI2,475$224,6310.09%
179ISHARES TR4642876711,608$224,0740.09%
180LULULEMON ATHLETICA INCLULU584$223,3270.09%
181CISCO SYS INCCSCO3,761$222,6510.09%
182SPDR SER TR78464A7631,659$219,1530.09%
183MORGAN STANLEYMS-PQ1,736$218,2490.09%
184EMERSON ELEC COEMR1,750$216,8770.09%
185HP INCHPQ6,629$216,3040.09%
186JOHNSON & JOHNSONJNJ1,490$215,4830.09%
187ALLSTATE CORPALL-PJ1,110$213,9960.09%
188AMERICAN ELEC PWR CO INC0255371012,320$213,9730.09%
189JACOBS SOLUTIONS INCJ1,583$211,5200.09%
190DIGITAL RLTY TR INC2538681031,182$209,6040.09%
191WALMART INCWMT2,315$209,1600.09%
192COLGATE PALMOLIVE COCL2,270$206,3650.09%
193UNITED PARCEL SERVICE INCUPS1,627$205,1640.09%
194TRANE TECHNOLOGIES PLCTT550$203,1420.08%
195UNION PAC CORPUNP881$200,9030.08%
196ISHARES TR4642872262,055$199,1290.08%
197EASTMAN CHEM COEMN2,161$197,3420.08%
198HOST HOTELS & RESORTS INCHST11,200$196,2240.08%
199COMCAST CORP NEWCCZ5,152$193,3540.08%
200VANGUARD TAX-MANAGED FDS9219438583,999$191,2320.08%
201TOLL BROTRS INCTOL1,508$189,9320.08%
202PHILLIPS 66PSX1,662$189,3510.08%
203INVESCO SR INCOME TRIVZ46,385$183,2200.08%
204AVALONBAY CMNTYS INCAWX828$182,1350.08%
205GOLDMAN SACHS GROUP INCGSCE318$182,0930.08%
206ADOBE INCADBE408$181,4290.08%
2071WS CREDIT INCOME FUNDOWSCX9,365$180,7610.07%
208NETFLIX INCNFLX202$180,0460.07%
209GOLDMAN SACHS GROUP INCGSCE313$179,2300.07%
210BOOZ ALLEN HAMILTON HLDG CORBAH1,367$175,9320.07%
211CONOCOPHILLIPSCOP1,750$173,5470.07%
212HOME DEPOT INCHD437$169,9880.07%
213INTEL CORPINTC8,100$162,4050.07%
214COMCAST CORP NEWCCZ4,286$160,8530.07%
215DICKS SPORTING GOODS INC253393102692$158,3570.07%
216BERKSHIRE HATHAWAY INC DELBRK-A347$157,2880.07%
217VISA INCV494$156,1230.06%
2181WS CREDIT INCOME FUNDOWSCX8,085$156,0510.06%
219CONSOLIDATED EDISON INCED1,705$152,1370.06%
220GE HEALTHCARE TECHNOLOGIES IGEHC1,909$149,2450.06%
221VANGUARD TAX-MANAGED FDS9219438583,034$145,0850.06%
222VISA INCV455$143,7980.06%
223NOVO-NORDISK A SNONOF1,655$142,3630.06%
224AMERIPRISE FINL INC03076C106262$139,4960.06%
225BLACKSTONE INCBX774$133,4530.06%
226EASTMAN CHEM COEMN1,350$123,2820.05%
227PUBLIC STORAGE OPER COPSA-PS405$121,2730.05%
228AMERICAN EXPRESS COAXP406$120,4960.05%
229INTERNATIONAL BUSINESS MACHSINTR544$119,5870.05%
230MARRIOTT INTL INC NEW571903202418$116,5960.05%
231AUTOMATIC DATA PROCESSING INADP395$115,6280.05%
232STARWOOD PPTY TR INCSTHO6,100$115,5950.05%
233ISHARES TR4642872261,126$109,1090.05%
234ISHARES TR4642873091,056$107,2150.04%
235ALTRIA GROUP INCMO2,000$104,5800.04%
236BLACKROCK INCBLK101$103,5360.04%
237ISHARES TR464287804870$100,2410.04%
238BERKSHIRE HATHAWAY INC DELBRK-A221$100,1740.04%
239KROGER COKR1,623$99,2460.04%
240BRISTOL-MYERS SQUIBB COCELG-RI1,700$96,1520.04%
241ISHARES TR464287408482$92,0040.04%
242DUPONT DE NEMOURS INCDD1,200$91,5000.04%
243ENTERGY CORP NEWENO1,200$90,9840.04%
244FIDELITY NATL INFORMATION SV31620M1061,097$88,6040.04%
245AMPLIFY ETF TR0321086561,513$87,7230.04%
246NEXTERA ENERGY INCNEE-PW1,220$87,4610.04%
247ISHARES TR4642875071,345$83,8060.03%
248ADOBE INCADBE162$72,0380.03%
249AMAZON COM INCAMZN300$65,8170.03%
250CROWN CASTLE INCCCI711$64,5300.03%
251MCDONALDS CORPMCD200$57,9780.02%
252CONSOLIDATED EDISON INCED600$53,5380.02%
253SPDR SER TR78464A870568$51,1540.02%
254INTEL CORPINTC2,188$43,8690.02%
255ILLINOIS TOOL WKS INC452308109155$39,3010.02%
256ISHARES TR464288414364$38,7840.02%
257UNITED PARCEL SERVICE INCUPS300$37,8300.02%
258SHELL PLCRYDAF583$36,5240.02%
259MCKESSON CORPMCK52$29,6350.01%
260CAPITAL ONE FINL CORP14040H105125$22,2900.01%
261ACCENTURE PLC IRELANDACN60$21,1070.01%
262UNITEDHEALTH GROUP INCUNH40$20,2340.01%
263ZOETIS INCZTS122$19,8770.01%
264KLA CORPKLAC30$18,9030.01%
265AT&T INCT-PC814$18,5340.01%
266QUALCOMM INCQCOM35$5,3760.00%