Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q2 2025 · Filed August 12, 2025 · Accession 0000950123-25-007571

Total Value
$260.8M
Positions
264
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (264)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL53,010$10.9M4.17%
2MICROSOFT CORPMSFT19,920$9.9M3.80%
3NVIDIA CORPORATIONNVDA53,550$8.5M3.24%
4ELI LILLY & COLLY10,248$8.0M3.06%
5MASTERCARD INCORPORATEDMA9,196$5.2M1.98%
6NETFLIX INCNFLX3,652$4.9M1.87%
7TAIWAN SEMICONDUCTOR MFG LTD87403910020,672$4.7M1.79%
8JPMORGAN CHASE & CO.VYLD14,922$4.3M1.66%
9FORTINET INCFTNT39,206$4.1M1.59%
10MICROSOFT CORPMSFT8,255$4.1M1.57%
11QUANTA SVCS INC74762E10210,789$4.1M1.56%
12T-MOBILE US INCTMUSZ16,777$4.0M1.53%
13ARISTA NETWORKS INCANET38,820$4.0M1.52%
14COSTCO WHSL CORP NEW22160K1053,862$3.8M1.47%
15CHIPOTLE MEXICAN GRILL INCCMG67,411$3.8M1.45%
16META PLATFORMS INCMETA5,097$3.8M1.44%
17TRANE TECHNOLOGIES PLCTT8,192$3.6M1.37%
18APPLIED MATLS INC03822210519,204$3.5M1.35%
19AMGEN INCAMGN11,370$3.2M1.22%
20INTERNATIONAL BUSINESS MACHSINTR10,522$3.1M1.19%
21AMERIPRISE FINL INC03076C1065,513$2.9M1.13%
22AMERICAN EXPRESS COAXP9,130$2.9M1.12%
23CSX CORPCSX86,981$2.8M1.09%
24PROCTER AND GAMBLE CO74271810917,016$2.7M1.04%
25ABBVIE INCABBV13,973$2.6M0.99%
26BLACKSTONE INCBX17,195$2.6M0.99%
27ORACLE CORPORCL-PD11,543$2.5M0.97%
28SOUTHERN COSOMN26,418$2.4M0.93%
29KROGER COKR33,649$2.4M0.93%
30TJX COS INC NEW87254010919,423$2.4M0.92%
31AFLAC INCAFL22,500$2.4M0.91%
32ABBVIE INCABBV12,655$2.3M0.90%
33QUEST DIAGNOSTICS INCDGX12,962$2.3M0.89%
34BANK AMERICA CORP06050510448,723$2.3M0.88%
35ALPHABET INCGOOG12,823$2.3M0.87%
36ZOETIS INCZTS14,225$2.2M0.85%
37SPDR S&P 500 ETF TRSPY3,520$2.2M0.83%
38AUTOMATIC DATA PROCESSING INADP6,990$2.2M0.83%
39ISHARES TR4642872003,417$2.1M0.81%
40FIDELITY NATL INFORMATION SV31620M10625,446$2.1M0.79%
41JACOBS SOLUTIONS INCJ15,672$2.1M0.79%
42DICKS SPORTING GOODS INC25339310210,278$2.0M0.78%
43GE HEALTHCARE TECHNOLOGIES IGEHC26,386$2.0M0.75%
44WALMART INCWMT19,034$1.9M0.71%
45EXXON MOBIL CORPXOM17,116$1.8M0.71%
46DUPONT DE NEMOURS INCDD26,852$1.8M0.71%
47BROADCOM INCAVGO6,571$1.8M0.69%
48ISHARES GOLD TRIAU28,650$1.8M0.68%
49TOLL BROTHERS INCTOL15,478$1.8M0.68%
50PROCTER AND GAMBLE CO74271810910,692$1.7M0.65%
51CISCO SYS INCCSCO24,491$1.7M0.65%
52SHELL PLCRYDAF22,664$1.6M0.61%
53HOME DEPOT INCHD4,348$1.6M0.61%
54PHILLIPS 66PSX13,209$1.6M0.60%
55APPLE INCAAPL7,609$1.6M0.60%
56DUKE ENERGY CORP NEWDUKB12,849$1.5M0.58%
57LOCKHEED MARTIN CORPLMT3,193$1.5M0.57%
58SPDR SERIES TRUST78464A66455,359$1.5M0.56%
59ISHARES TR46428746516,230$1.5M0.56%
60CHEVRON CORP NEWCVX10,099$1.4M0.55%
61LULULEMON ATHLETICA INCLULU5,850$1.4M0.53%
62ABBOTT LABSABLZF10,160$1.4M0.53%
63SPDR SERIES TRUST78464A76310,000$1.4M0.52%
64ELI LILLY & COLLY1,734$1.4M0.52%
65PEPSICO INCPEP10,148$1.3M0.51%
66MERCK & CO INCMRK16,723$1.3M0.51%
67PEPSICO INCPEP9,678$1.3M0.49%
68AVALONBAY CMNTYS INCAWX6,129$1.2M0.48%
69MCDONALDS CORPMCD4,207$1.2M0.47%
70EXCHANGE TRADED CONCEPTS TRU30150570720,162$1.2M0.46%
71BLACKROCK INCBLK1,126$1.2M0.45%
72JPMORGAN CHASE & CO.VYLD3,927$1.1M0.44%
73NXP SEMICONDUCTORS N VNXPI5,208$1.1M0.44%
74TEXAS INSTRS INC8825081045,342$1.1M0.43%
75JOHNSON & JOHNSONJNJ6,758$1.0M0.40%
76ALLSTATE CORPALL-PJ5,077$1.0M0.39%
77CAPITAL ONE FINL CORP14040H1054,740$1.0M0.39%
78SOUTHERN COSOMN10,941$1.0M0.39%
79THERMO FISHER SCIENTIFIC INCTMO2,443$990,5380.38%
80SPDR S&P 500 ETF TRSPY1,600$988,5600.38%
81PUBLIC SVC ENTERPRISE GRP IN74457310611,679$983,1380.38%
82BROADRIDGE FINL SOLUTIONS IN11133T1034,000$972,1200.37%
83MARRIOTT INTL INC NEW5719032023,211$877,2770.34%
84NUCOR CORPNUE6,542$847,4500.32%
85SALESFORCE INCCRM3,075$838,5210.32%
86MERCK & CO INCMRK10,510$831,9710.32%
87ABBOTT LABSABLZF5,960$810,6190.31%
88VERIZON COMMUNICATIONS INCVZ18,692$808,8020.31%
89FORTINET INCFTNT7,625$806,1150.31%
90MEDTRONIC PLCMDT8,825$769,2750.29%
91NVIDIA CORPORATIONNVDA4,721$745,8700.29%
92VANGUARD INDEX FDS9229085538,303$739,4650.28%
93KIMCO RLTY CORP49446R10935,075$737,2760.28%
94BANK AMERICA CORP06050510414,881$704,1680.27%
95ISHARES TR4642878046,280$686,3410.26%
96ALPHABET INCGOOG3,834$675,6650.26%
97LOWES COS INC5486611072,956$655,8470.25%
98UNION PAC CORPUNP2,809$646,2940.25%
99ARES CAPITAL CORPARCC29,000$636,8400.24%
100VERIZON COMMUNICATIONS INCVZ14,503$627,5440.24%
101TORTOISE CAPITAL SERIES TRUS89093020967,508$619,3310.24%
102AMAZON COM INCAMZN2,807$615,8270.24%
103NEXTERA ENERGY INCNEE-PW8,856$614,7830.24%
104DUKE ENERGY CORP NEWDUKB5,041$594,8380.23%
105ISHARES TR4642874656,531$583,8060.22%
106WASTE MGMT INC DEL94106L1092,521$576,8550.22%
107TRUIST FINL CORP89832Q10913,254$569,7890.22%
108APPLIED MATLS INC0382221053,090$565,6860.22%
109ENTERGY CORP NEWENO6,730$559,3970.21%
110WISDOMTREE TRWT9,895$546,5990.21%
111COCA COLA COKO7,561$534,9400.21%
112BOOZ ALLEN HAMILTON HLDG CORBAH4,969$517,4210.20%
113TRUIST FINL CORP89832Q10911,730$504,2720.19%
114ILLINOIS TOOL WKS INC4523081092,002$494,9940.19%
115MASTERCARD INCORPORATEDMA844$474,2770.18%
116EXXON MOBIL CORPXOM4,303$463,8630.18%
117STARWOOD PPTY TR INCSTHO22,600$453,5820.17%
118DEERE & CODE880$447,4710.17%
119LOWES COS INC5486611072,000$443,7400.17%
120VANGUARD INDEX FDS9229086371,540$439,3620.17%
121COCA COLA COKO6,093$431,0790.17%
122AT&T INCT-PC14,610$422,8130.16%
123KLA CORPKLAC462$413,8310.16%
124HONEYWELL INTL INC4385161061,774$413,1290.16%
125MEDTRONIC PLCMDT4,511$393,2230.15%
126CONOCOPHILLIPSCOP4,191$376,1000.14%
127STARBUCKS CORPSBUX4,015$367,8940.14%
128AMERICAN ELEC PWR CO INC0255371013,436$356,5190.14%
129ISHARES TR4642873093,223$354,8520.14%
130SEAGATE TECHNOLOGY HLDNGS PLSE2,410$347,8350.13%
131LOCKHEED MARTIN CORPLMT746$345,5020.13%
132TJX COS INC NEW8725401092,790$344,5370.13%
133BROADCOM INCAVGO1,220$336,2930.13%
134EMERSON ELEC COEMR2,519$335,8580.13%
135META PLATFORMS INCMETA450$332,1400.13%
136PFIZER INCPFE13,601$329,6880.13%
137WASTE MGMT INC DEL94106L1091,420$324,9240.12%
138HONEYWELL INTL INC4385161061,387$323,0040.12%
139CONSOLIDATED EDISON INCED3,217$322,8250.12%
140AMGEN INCAMGN1,132$316,0650.12%
141ISHARES GOLD TRIAU5,016$312,7970.12%
142QUALCOMM INCQCOM1,945$309,7600.12%
143BONDBLOXX ETF TRUST09789C7886,106$307,3760.12%
144PAYCHEX INCPAYX2,079$302,4110.12%
145ALPHABET INCGOOG1,672$296,5960.11%
146NUCOR CORPNUE2,274$294,5730.11%
147TORTOISE CAPITAL SERIES TRUS89093020930,845$282,9780.11%
148SPDR SERIES TRUST78464A8703,404$282,2930.11%
149ISHARES TR464287648970$277,2840.11%
150BRISTOL-MYERS SQUIBB COCELG-RI5,961$275,9340.11%
151ISHARES TR4642874081,411$275,7370.11%
152CHEVRON CORP NEWCVX1,923$275,3540.11%
153ISHARES TR4642876632,909$275,2780.11%
154ALTRIA GROUP INCMO4,578$268,4080.10%
155VANGUARD WHITEHALL FDS9219464062,010$267,9530.10%
156ARES CAPITAL CORPARCC12,163$267,0990.10%
157PUBLIC STORAGE OPER COPSA-PS905$265,5450.10%
158PUBLIC SVC ENTERPRISE GRP IN7445731063,140$264,3250.10%
159ISHARES TR4642884142,504$261,6170.10%
160CISCO SYS INCCSCO3,761$260,9380.10%
161SALESFORCE INCCRM945$257,6920.10%
162CROWN CASTLE INCCCI2,475$254,2560.10%
163MORGAN STANLEYMS-PQ1,805$254,2520.10%
164VANGUARD BD INDEX FDS9219378353,445$253,6550.10%
165ISHARES TR4642876711,679$252,5210.10%
166GENUINE PARTS COGPC2,024$245,5310.09%
167AMPLIFY ETF TR0321086564,044$242,3160.09%
168AMERICAN ELEC PWR CO INC0255371012,320$240,7230.09%
169TAIWAN SEMICONDUCTOR MFG LTD8740391001,062$240,5320.09%
170ISHARES TR4642876551,114$240,3900.09%
171EMERSON ELEC COEMR1,750$233,3270.09%
172EXCHANGE TRADED CONCEPTS TRU3015057073,817$228,1800.09%
173INVESCO EXCHANGE TRADED FD TIVZ7,800$227,6040.09%
174JOHNSON & JOHNSONJNJ1,490$227,5970.09%
175COSTCO WHSL CORP NEW22160K105229$226,6960.09%
176WALMART INCWMT2,315$226,3600.09%
177GOLDMAN SACHS GROUP INCGSCE318$225,0640.09%
178ALLSTATE CORPALL-PJ1,117$224,8630.09%
179ISHARES TR4642875073,612$224,0160.09%
180GOLDMAN SACHS GROUP INCGSCE313$221,5250.08%
181ISHARES TR4642872262,198$218,0410.08%
182MCKESSON CORPMCK291$213,2380.08%
183UNITEDHEALTH GROUP INCUNH670$209,0190.08%
184COLGATE PALMOLIVE COCL2,281$207,3420.08%
185ISHARES TR46432F8422,482$207,1970.08%
186SPDR SERIES TRUST78464A7631,502$203,8660.08%
187T-MOBILE US INCTMUSZ843$200,8530.08%
188TRAVELERS COMPANIES INCTRV750$200,6550.08%
189CHIPOTLE MEXICAN GRILL INCCMG3,428$192,4820.07%
190NXP SEMICONDUCTORS N VNXPI874$190,9600.07%
191VANGUARD TAX-MANAGED FDS9219438583,324$189,5010.07%
192PHILLIPS 66PSX1,579$188,3740.07%
193QUANTA SVCS INC74762E102498$188,2830.07%
1941WS CREDIT INCOME FUNDOWSCX9,536$184,8240.07%
195INTEL CORPINTC8,100$181,4400.07%
196INVESCO SR INCOME TRIVZ46,385$176,2630.07%
197VANGUARD INDEX FDS922908637617$176,0300.07%
198VISA INCV485$172,1990.07%
199HOST HOTELS & RESORTS INCHST11,200$172,0320.07%
200COMCAST CORP NEWCCZ4,724$168,5990.06%
201VANGUARD TAX-MANAGED FDS9219438582,956$168,5210.06%
202JACOBS SOLUTIONS INCJ1,261$165,7580.06%
203CONOCOPHILLIPSCOP1,792$160,8140.06%
204VANGUARD INDEX FDS9229085531,803$160,5750.06%
205HOME DEPOT INCHD437$160,2210.06%
206BERKSHIRE HATHAWAY INC DELBRK-A329$159,8180.06%
2071WS CREDIT INCOME FUNDOWSCX8,085$156,6980.06%
208PFIZER INCPFE6,460$156,5900.06%
209UNION PAC CORPUNP679$156,2240.06%
210COMCAST CORP NEWCCZ4,355$155,4290.06%
211QUEST DIAGNOSTICS INCDGX840$150,8890.06%
212TRANE TECHNOLOGIES PLCTT335$146,5320.06%
213BOOZ ALLEN HAMILTON HLDG CORBAH1,367$142,3450.05%
214AVALONBAY CMNTYS INCAWX678$137,9730.05%
215TOLL BROTHERS INCTOL1,201$137,0700.05%
216EASTMAN CHEM COEMN1,817$135,6570.05%
217INTERNATIONAL BUSINESS MACHSINTR425$125,2810.05%
218LULULEMON ATHLETICA INCLULU527$125,2040.05%
219STARWOOD PPTY TR INCSTHO6,100$122,4270.05%
220VISA INCV342$121,4270.05%
221PUBLIC STORAGE OPER COPSA-PS405$118,8350.05%
222ALTRIA GROUP INCMO2,000$117,2600.04%
223ISHARES TR4642873091,056$116,2650.04%
224NETFLIX INCNFLX85$113,8260.04%
225BLACKROCK INCBLK101$105,9740.04%
226GE HEALTHCARE TECHNOLOGIES IGEHC1,428$105,7710.04%
227EASTMAN CHEM COEMN1,350$100,7910.04%
228AUTOMATIC DATA PROCESSING INADP324$99,9210.04%
229ENTERGY CORP NEWENO1,200$99,7440.04%
230DICKS SPORTING GOODS INC253393102484$95,7400.04%
231ISHARES TR464287408482$94,1920.04%
232AMPLIFY ETF TR0321086561,513$90,6580.03%
233NEXTERA ENERGY INCNEE-PW1,220$84,6920.03%
234ISHARES TR4642875071,345$83,4160.03%
235BERKSHIRE HATHAWAY INC DELBRK-A169$82,0950.03%
236KROGER COKR1,114$79,9070.03%
237BRISTOL-MYERS SQUIBB COCELG-RI1,700$78,6930.03%
238ARISTA NETWORKS INCANET730$74,6860.03%
239CROWN CASTLE INCCCI711$73,0410.03%
240AMAZON COM INCAMZN300$65,8170.03%
241ISHARES TR464287804595$65,0270.02%
242AMERICAN EXPRESS COAXP200$63,7960.02%
243CONSOLIDATED EDISON INCED600$60,2100.02%
244MCDONALDS CORPMCD200$58,4340.02%
245MARRIOTT INTL INC NEW571903202196$53,5490.02%
246INTEL CORPINTC2,176$48,7420.02%
247SPDR SERIES TRUST78464A870568$47,1040.02%
248DUPONT DE NEMOURS INCDD566$38,8210.01%
249ILLINOIS TOOL WKS INC452308109155$38,3230.01%
250BLACKSTONE INCBX255$38,1420.01%
251FIDELITY NATL INFORMATION SV31620M106467$38,0180.01%
252AMERIPRISE FINL INC03076C10671$37,8940.01%
253ISHARES TR464288414289$30,1940.01%
254KLA CORPKLAC30$26,8720.01%
255CAPITAL ONE FINL CORP14040H105125$26,5950.01%
256AT&T INCT-PC814$23,5570.01%
257SHELL PLCRYDAF306$21,5450.01%
258ZOETIS INCZTS132$20,5850.01%
259ORACLE CORPORCL-PD60$13,1170.01%
260UNITEDHEALTH GROUP INCUNH40$12,4780.00%
261ISHARES TR46428722678$7,7370.00%
262QUALCOMM INCQCOM35$5,5740.00%
263KIMCO RLTY CORP49446R109204$4,2880.00%
264CSX CORPCSX105$3,4260.00%