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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 Q1 2025 · Filed May 14, 2025 · Accession 0000950123-25-005011

Total Value
$240.4M
Positions
259
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (259)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL53,346$11.8M4.93%
2ELI LILLY & COLLY10,019$8.3M3.44%
3MICROSOFT CORPMSFT19,736$7.4M3.08%
4NVIDIA CORPORATIONNVDA52,924$5.7M2.39%
5MASTERCARD INCORPORATEMA9,098$5.0M2.07%
6T-MOBILE US INCTMUSZ16,044$4.3M1.78%
7FORTINET INCFTNT40,190$3.9M1.61%
8JPMORGAN CHASE & CO.VYLD15,459$3.8M1.58%
9TAIWAN SEMICONDUCTOR M87403910022,577$3.7M1.56%
10COSTCO WHSL CORP NEW22160K1053,757$3.6M1.48%
11AMGEN INCAMGN11,053$3.4M1.43%
12NETFLIX INCNFLX3,602$3.4M1.40%
13MICROSOFT CORPMSFT8,622$3.2M1.35%
14CHIPOTLE MEXICAN GRILLCMG63,787$3.2M1.33%
15ABBVIE INCABBV14,362$3.0M1.25%
16APPLIED MATLS INC03822210519,835$2.9M1.20%
17META PLATFORMS INCMETA4,962$2.9M1.19%
18ARISTA NETWORKS INCANET36,515$2.8M1.18%
19PROCTER AND GAMBLE CO74271810916,130$2.7M1.14%
20QUANTA SVCS INC74762E10210,532$2.7M1.11%
21UNION PAC CORPUNP11,327$2.7M1.11%
22ABBVIE INCABBV12,655$2.7M1.10%
23TRANE TECHNOLOGIES PLCTT7,696$2.6M1.08%
24AFLAC INCAFL22,500$2.5M1.04%
25AMERIPRISE FINL INC03076C1065,145$2.5M1.04%
26INTERNATIONAL BUSINESSINTR9,934$2.5M1.03%
27TJX COS INC NEW87254010919,570$2.4M0.99%
28AMERICAN EXPRESS COAXP8,575$2.3M0.96%
29SOUTHERN COSOMN25,044$2.3M0.96%
30BLACKSTONE INCBX16,079$2.2M0.94%
31ZOETIS INCZTS13,462$2.2M0.92%
32AUTOMATIC DATA PROCESSADP6,990$2.1M0.89%
33KROGER COKR31,236$2.1M0.88%
34ALPHABET INCGOOG13,575$2.1M0.87%
35BANK AMERICA CORP06050510450,003$2.1M0.87%
36GE HEALTHCARE TECHNOLOGEHC24,652$2.0M0.83%
37SPDR S&P 500 ETF TRSPY3,515$2.0M0.82%
38DUPONT DE NEMOURS INCDD25,945$1.9M0.81%
39DICKS SPORTING GOODS I2533931029,475$1.9M0.79%
40QUEST DIAGNOSTICS INCDGX11,142$1.9M0.78%
41PROCTER AND GAMBLE CO74271810910,802$1.8M0.77%
42NXP SEMICONDUCTORS N VNXPI9,645$1.8M0.76%
43JACOBS SOLUTIONS INCJ15,131$1.8M0.76%
44EXXON MOBIL CORPXOM15,242$1.8M0.75%
45FIDELITY NATL INFORMAT31620M10624,080$1.8M0.75%
46APPLE INCAAPL8,027$1.8M0.74%
47WALMART INCWMT19,642$1.7M0.72%
48ISHARES GOLD TRIAU29,238$1.7M0.72%
49CHEVRON CORP NEWCVX10,208$1.7M0.71%
50AVALONBAY CMNTYS INCAWX7,926$1.7M0.71%
51HOME DEPOT INCHD4,485$1.6M0.68%
52ELI LILLY & COLLY1,923$1.6M0.66%
53TOLL BROTRS INCTOL14,812$1.6M0.65%
54SHELL PLCRYDAF21,204$1.6M0.65%
55CISCO SYS INCCSCO24,906$1.5M0.64%
56LULULEMON ATHLETICA INLULU5,416$1.5M0.64%
57PEPSICO INCPEP10,148$1.5M0.63%
58MERCK & CO INCMRK16,914$1.5M0.63%
59PEPSICO INCPEP10,049$1.5M0.63%
60PHILLIPS 66PSX12,127$1.5M0.62%
61LOCKHEED MARTIN CORPLMT3,320$1.5M0.62%
62ORACLE CORPORCL-PD10,201$1.4M0.59%
63SPDR SERIES TRUST78464A76310,000$1.4M0.56%
64ABBOTT LABSABLZF10,160$1.3M0.56%
65ISHARES TR46428746516,230$1.3M0.55%
66SPDR SERIES TRUST78464A66447,751$1.3M0.54%
67THERMO FISHER SCIENTIFTMO2,490$1.2M0.52%
68ISHARES TR4642872002,028$1.1M0.47%
69JOHNSON & JOHNSONJNJ6,863$1.1M0.47%
70MCDONALDS CORPMCD3,538$1.1M0.46%
71BROADCOM INCAVGO6,599$1.1M0.46%
72BLACKROCK INCBLK1,137$1.1M0.45%
73ALLSTATE CORPALL-PJ5,077$1.1M0.44%
74EXCHANGE TRADED CONCEP30150570720,162$1.0M0.43%
75SOUTHERN COSOMN11,106$1.0M0.42%
76MERCK & CO INCMRK11,041$991,0400.41%
77BROADRIDGE FINL SOLUTI11133T1034,000$969,8400.40%
78JPMORGAN CHASE & CO.VYLD3,927$963,2930.40%
79PUBLIC SVC ENTERPRISE74457310611,608$955,3380.40%
80SALESFORCE INCCRM3,343$897,1270.37%
81SPDR S&P 500 ETF TRSPY1,600$895,0240.37%
82CAPITAL ONE FINL CORP14040H1054,718$845,9370.35%
83ISHARES TR4642872001,475$828,8020.34%
84ISHARES TR4642878047,768$812,2990.34%
85MARRIOTT INTL INC NEW5719032023,393$808,2120.34%
86MEDTRONIC PLCMDT8,825$793,0140.33%
87DUKE ENERGY CORP NEWDUKB6,478$790,1210.33%
88ABBOTT LABSABLZF5,944$788,4710.33%
89NUCOR CORPNUE6,542$787,2640.33%
90VANGUARD INDEX FDS9229085538,213$743,6050.31%
91FORTINET INCFTNT7,625$733,9820.31%
92VERIZON COMMUNICATIONSVZ16,080$729,3880.30%
93NEXTERA ENERGY INCNEE-PW10,032$711,1680.30%
94LOWES COS INC5486611073,008$701,5550.29%
95NVIDIA CORPORATIONNVDA6,305$683,3350.28%
96VERIZON COMMUNICATIONSVZ14,503$657,8560.27%
97DUKE ENERGY CORP NEWDUKB5,276$643,5130.27%
98ARES CAPITAL CORPARCC29,000$642,6400.27%
99BANK AMERICA CORP06050510414,881$620,9840.26%
100AMAZON COM INCAMZN3,213$611,3050.25%
101WASTE MGMT INC DEL94106L1092,636$610,2600.25%
102ENTERGY CORP NEWENO6,730$575,3470.24%
103ALPHABET INCGOOG3,674$568,1470.24%
104COCA COLA COKO7,924$567,5160.24%
105EXXON MOBIL CORPXOM4,640$551,8350.23%
106ISHARES TR4642874656,531$533,7780.22%
107TRUIST FINL CORP89832Q10912,943$532,6040.22%
108BOOZ ALLEN HAMILTON HLBAH5,014$524,3640.22%
109MASTERCARD INCORPORATEMA941$515,7800.21%
110MEDTRONIC PLCMDT5,687$511,0330.21%
111ILLINOIS TOOL WKS INC4523081092,052$508,9160.21%
112TRUIST FINL CORP89832Q10911,730$482,6890.20%
113VANGUARD INDEX FDS9229086371,873$481,4170.20%
114WISDOMTREE TRWT9,895$478,0270.20%
115LOWES COS INC5486611072,000$466,4600.19%
116APPLIED MATLS INC0382221053,090$448,4200.19%
117STARWOOD PPTY TR INCSTHO22,600$446,8020.19%
118AT&T INCT-PC15,360$434,3800.18%
119COCA COLA COKO6,062$434,1600.18%
120HONEYWELL INTL INC4385161062,009$425,4050.18%
121CONOCOPHILLIPSCOP4,023$422,4950.18%
122ISHARES TR4642874082,105$401,1700.17%
123AMGEN INCAMGN1,269$395,3560.16%
124STARBUCKS CORPSBUX3,975$389,9070.16%
125DEERE & CODE828$388,6210.16%
126UNITEDHEALTH GROUP INCUNH726$380,2420.16%
127AMERICAN ELEC PWR CO I0255371013,436$375,4510.16%
128BRISTOL-MYERS SQUIBB CCELG-RI6,120$373,2580.16%
129CONSOLIDATED EDISON INED3,216$355,6570.15%
130NOVO-NORDISK A SNONOF5,056$351,0880.15%
131PFIZER INCPFE13,601$344,6490.14%
132ISHARES GOLD TRIAU5,828$343,6180.14%
133TJX COS INC NEW8725401092,790$339,8220.14%
134LOCKHEED MARTIN CORPLMT755$337,2660.14%
135ALPHABET INCGOOG2,138$334,0190.14%
136WASTE MGMT INC DEL94106L1091,420$328,7440.14%
137ISHARES TR4642873093,517$326,4830.14%
138CHEVRON CORP NEWCVX1,923$321,6980.13%
139T-MOBILE US INCTMUSZ1,162$309,9170.13%
140BONDBLOXX ETF TRUST09789C7886,106$307,4670.13%
141META PLATFORMS INCMETA525$302,5890.13%
142PAYCHEX INCPAYX1,955$301,6170.13%
143HONEYWELL INTL INC4385161061,411$298,7790.12%
144COSTCO WHSL CORP NEW22160K105305$288,4620.12%
145KLA CORPKLAC424$288,2350.12%
146TAIWAN SEMICONDUCTOR M8740391001,706$283,1960.12%
147EMERSON ELEC COEMR2,559$280,5680.12%
148QUALCOMM INCQCOM1,825$280,3380.12%
149SPDR SERIES TRUST78464A8703,404$276,0640.11%
150NUCOR CORPNUE2,274$273,6530.11%
151PUBLIC STORAGE OPER COPSA-PS905$270,8570.11%
152ARES CAPITAL CORPARCC12,163$269,5320.11%
153ISHARES TR4642876632,909$268,4710.11%
154ALTRIA GROUP INCMO4,458$267,5690.11%
155VANGUARD WHITEHALL FDS9219464062,010$259,2090.11%
156ISHARES TR4642884142,451$258,4330.11%
157PUBLIC SVC ENTERPRISE7445731063,140$258,4220.11%
158CROWN CASTLE INCCCI2,475$257,9690.11%
159SALESFORCE INCCRM945$253,6000.11%
160AMERICAN ELEC PWR CO I0255371012,320$253,5060.11%
161VANGUARD BD INDEX FDS9219378353,445$253,0350.11%
162CHIPOTLE MEXICAN GRILLCMG4,998$250,9490.10%
163ISHARES TR464287648970$247,8640.10%
164JOHNSON & JOHNSONJNJ1,490$247,1010.10%
165MCKESSON CORPMCK357$240,2570.10%
166VANGUARD INDEX FDS922908637932$239,5510.10%
167CISCO SYS INCCSCO3,761$232,0910.10%
168INVESCO EXCHANGE TRADEIVZ7,800$232,0500.10%
169ALLSTATE CORPALL-PJ1,117$231,2970.10%
170GENUINE PARTS COGPC1,934$230,4160.10%
171ISHARES TR4642875073,937$229,7230.10%
172ACCENTURE PLC IRELANDACN692$215,9310.09%
173AMPLIFY ETF TR0321086564,044$215,1810.09%
174ISHARES TR4642876711,679$213,3670.09%
175ISHARES TR4642872262,150$212,6780.09%
176EXCHANGE TRADED CONCEP3015057074,121$212,2310.09%
177COLGATE PALMOLIVE COCL2,251$210,9180.09%
178UNION PAC CORPUNP869$205,2920.09%
179NXP SEMICONDUCTORS N VNXPI1,075$204,3140.09%
180BROADCOM INCAVGO1,220$204,2640.08%
181PHILLIPS 66PSX1,653$204,1120.08%
182SPDR SERIES TRUST78464A7631,502$203,7910.08%
183WALMART INCWMT2,315$203,2330.08%
184MORGAN STANLEYMS-PQ1,736$202,5390.08%
185PFIZER INCPFE7,677$194,5350.08%
186EMERSON ELEC COEMR1,750$191,8700.08%
187EASTMAN CHEM COEMN2,161$190,4050.08%
188COMCAST CORP NEWCCZ5,149$189,9980.08%
189JACOBS SOLUTIONS INCJ1,562$188,8300.08%
190CONOCOPHILLIPSCOP1,792$188,1950.08%
191QUEST DIAGNOSTICS INCDGX1,089$184,2580.08%
192INTEL CORPINTC8,100$183,9510.08%
1931WS CREDIT INCOME FUNDOWSCX9,467$182,3420.08%
194NETFLIX INCNFLX194$180,9100.08%
195QUANTA SVCS INC74762E102709$180,2130.07%
196BERKSHIRE HATHAWAY INCBRK-A338$180,0120.07%
197TRANE TECHNOLOGIES PLCTT534$179,9150.07%
198AVALONBAY CMNTYS INCAWX817$175,3440.07%
199INVESCO SR INCOME TRIVZ46,385$173,9430.07%
200GOLDMAN SACHS GROUP INGSCE318$173,7200.07%
201VISA INCV494$173,1270.07%
202GOLDMAN SACHS GROUP INGSCE313$170,9880.07%
203GE HEALTHCARE TECHNOLOGEHC2,115$170,7010.07%
204VANGUARD INDEX FDS9229085531,858$168,2230.07%
205UNITED PARCEL SERVICEUPS1,527$167,9540.07%
206LULULEMON ATHLETICA INLULU585$165,5900.07%
207COMCAST CORP NEWCCZ4,418$163,0240.07%
208HOME DEPOT INCHD437$160,1560.07%
209HOST HOTELS & RESORTSHST11,200$159,1520.07%
210ARISTA NETWORKS INCANET2,051$158,9110.07%
211TOLL BROTRS INCTOL1,487$157,0120.07%
2121WS CREDIT INCOME FUNDOWSCX8,085$155,7280.06%
213INTERNATIONAL BUSINESSINTR622$154,6660.06%
214VISA INCV429$150,3470.06%
215VANGUARD TAX-MANAGED F9219438582,956$150,2530.06%
216BOOZ ALLEN HAMILTON HLBAH1,367$142,9600.06%
217DICKS SPORTING GOODS I253393102690$139,0760.06%
218KROGER COKR1,917$129,7610.05%
219AMERIPRISE FINL INC03076C106251$121,5110.05%
220PUBLIC STORAGE OPER COPSA-PS405$121,2120.05%
221VANGUARD TAX-MANAGED F9219438582,376$120,7720.05%
222STARWOOD PPTY TR INCSTHO6,100$120,5970.05%
223AUTOMATIC DATA PROCESSADP394$120,3780.05%
224ALTRIA GROUP INCMO2,000$120,0400.05%
225EASTMAN CHEM COEMN1,350$118,9480.05%
226BERKSHIRE HATHAWAY INCBRK-A221$117,7000.05%
227AMERICAN EXPRESS COAXP389$104,6600.04%
228BRISTOL-MYERS SQUIBB CCELG-RI1,700$103,6830.04%
229BLACKSTONE INCBX738$103,1570.04%
230ENTERGY CORP NEWENO1,200$102,5880.04%
231ISHARES TR4642873091,056$98,0280.04%
232BLACKROCK INCBLK101$95,5940.04%
233ISHARES TR464287408482$91,8590.04%
234NEXTERA ENERGY INCNEE-PW1,220$86,4850.04%
235DUPONT DE NEMOURS INCDD1,158$86,4790.04%
236AMPLIFY ETF TR0321086561,513$80,5060.03%
237FIDELITY NATL INFORMAT31620M1061,057$78,9360.03%
238ISHARES TR4642875071,345$78,4800.03%
239MARRIOTT INTL INC NEW571903202319$75,9850.03%
240CROWN CASTLE INCCCI711$74,1070.03%
241CONSOLIDATED EDISON INED600$66,3540.03%
242MCDONALDS CORPMCD200$62,4740.03%
243ISHARES TR464287804595$62,2190.03%
244AMAZON COM INCAMZN300$57,0780.02%
245INTEL CORPINTC2,090$47,4630.02%
246SPDR SERIES TRUST78464A870568$46,0640.02%
247SHELL PLCRYDAF532$38,9840.02%
248ILLINOIS TOOL WKS INC452308109155$38,4410.02%
249UNITED PARCEL SERVICEUPS300$32,9970.01%
250ISHARES TR464288414289$30,4720.01%
251AT&T INCT-PC814$23,0190.01%
252CAPITAL ONE FINL CORP14040H105125$22,4120.01%
253ORACLE CORPORCL-PD152$21,2510.01%
254UNITEDHEALTH GROUP INCUNH40$20,9500.01%
255KLA CORPKLAC30$20,3940.01%
256ZOETIS INCZTS105$17,2880.01%
257NOVO-NORDISK A SNONOF126$8,7490.00%
258ISHARES TR46428722667$6,6270.00%
259QUALCOMM INCQCOM35$5,3760.00%