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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 Q3 2025 · Filed November 14, 2025 · Accession 0001193125-25-280783

Total Value
$282.7M
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL54,523$13.9M4.91%
2NVIDIA CORPORATIONNVDA57,544$10.7M3.80%
3MICROSOFT CORPMSFT20,612$10.7M3.78%
4ELI LILLY & COLLY10,715$8.2M2.89%
5TAIWAN SEMICONDUCTOR MFG LTD87403910022,980$6.4M2.27%
6ARISTA NETWORKS INCANET38,567$5.6M1.99%
7MASTERCARD INCORPORATEDMA9,483$5.4M1.91%
8QUANTA SVCS INC74762E10211,811$4.9M1.73%
9NETFLIX INCNFLX3,988$4.8M1.69%
10JPMORGAN CHASE & CO.VYLD14,848$4.7M1.66%
11T-MOBILE US INCTMUSZ18,019$4.3M1.53%
12META PLATFORMS INCMETA5,576$4.1M1.45%
13MICROSOFT CORPMSFT7,694$4.0M1.41%
14ORACLE CORPORCL-PD13,857$3.9M1.38%
15COSTCO WHSL CORP NEW22160K1054,179$3.9M1.37%
16APPLIED MATLS INC03822210518,865$3.9M1.37%
17TRANE TECHNOLOGIES PLCTT9,146$3.9M1.37%
18AMGEN INCAMGN12,002$3.4M1.20%
19AMERICAN EXPRESS COAXP10,025$3.3M1.18%
20CSX CORPCSX93,659$3.3M1.18%
21INTERNATIONAL BUSINESS MACHSINTR11,588$3.3M1.16%
22FORTINET INCFTNT38,504$3.2M1.15%
23BLACKSTONE INCBX18,826$3.2M1.14%
24ALPHABET INCGOOG12,950$3.1M1.11%
25ABBVIE INCABBV13,391$3.1M1.10%
26AMERIPRISE FINL INC03076C1066,106$3.0M1.06%
27ABBVIE INCABBV12,655$2.9M1.04%
28CHIPOTLE MEXICAN GRILL INCCMG74,501$2.9M1.03%
29PROCTER AND GAMBLE CO74271810918,555$2.9M1.01%
30TJX COS INC NEW87254010919,322$2.8M0.99%
31QUEST DIAGNOSTICS INCDGX14,046$2.7M0.95%
32SOUTHERN COSOMN28,186$2.7M0.94%
33JACOBS SOLUTIONS INCJ17,100$2.6M0.91%
34MARVELL TECHNOLOGY INCMRVL30,315$2.5M0.90%
35DICKS SPORTING GOODS INC25339310211,390$2.5M0.90%
36BANK AMERICA CORP06050510448,950$2.5M0.89%
37AFLAC INCAFL22,500$2.5M0.89%
38KROGER COKR37,213$2.5M0.89%
39ISHARES TR4642872003,532$2.4M0.84%
40TOLL BROTHERS INCTOL16,928$2.3M0.83%
41ZOETIS INCZTS15,502$2.3M0.80%
42DUPONT DE NEMOURS INCDD28,819$2.2M0.79%
43SPDR S&P 500 ETF TRSPY3,334$2.2M0.79%
44TEXAS INSTRS INC88250810411,844$2.2M0.77%
45BROADCOM INCAVGO6,399$2.1M0.75%
46ISHARES GOLD TRIAU28,590$2.1M0.74%
47AUTOMATIC DATA PROCESSING INADP6,990$2.1M0.73%
48PHILLIPS 66PSX14,922$2.0M0.72%
49WALMART INCWMT18,944$2.0M0.69%
50EXXON MOBIL CORPXOM16,278$1.8M0.65%
51FIDELITY NATL INFORMATION SV31620M10627,763$1.8M0.65%
52SHELL PLCRYDAF25,255$1.8M0.64%
53HOME DEPOT INCHD4,322$1.8M0.62%
54ISHARES TR46428746518,137$1.7M0.60%
55CISCO SYS INCCSCO24,521$1.7M0.59%
56APPLE INCAAPL6,582$1.7M0.59%
57LOCKHEED MARTIN CORPLMT3,244$1.6M0.57%
58PROCTER AND GAMBLE CO74271810910,380$1.6M0.56%
59CHEVRON CORP NEWCVX9,892$1.5M0.54%
60SPDR SERIES TRUST78464A66455,586$1.5M0.53%
61SPDR SERIES TRUST78464A76310,000$1.4M0.50%
62PEPSICO INCPEP9,854$1.4M0.49%
63BLACKROCK INCBLK1,170$1.4M0.48%
64PEPSICO INCPEP9,672$1.4M0.48%
65ABBOTT LABSABLZF10,000$1.3M0.47%
66EXCHANGE TRADED CONCEPTS TRU30150570720,142$1.3M0.47%
67MERCK & CO INCMRK15,346$1.3M0.46%
68JOHNSON & JOHNSONJNJ6,823$1.3M0.45%
69JPMORGAN CHASE & CO.VYLD3,849$1.2M0.43%
70ELI LILLY & COLLY1,583$1.2M0.43%
71OREILLY AUTOMOTIVE INC67103H10710,905$1.2M0.42%
72THERMO FISHER SCIENTIFIC INCTMO2,382$1.2M0.41%
73MCDONALDS CORPMCD3,619$1.1M0.39%
74AVALONBAY CMNTYS INCAWX5,683$1.1M0.39%
75ALLSTATE CORPALL-PJ5,077$1.1M0.39%
76KIMCO RLTY CORP49446R10949,868$1.1M0.39%
77SPDR S&P 500 ETF TRSPY1,600$1.1M0.38%
78CAPITAL ONE FINL CORP14040H1054,897$1.0M0.37%
79SOUTHERN COSOMN10,920$1.0M0.37%
80NUCOR CORPNUE7,592$1.0M0.36%
81PUBLIC SVC ENTERPRISE GRP IN74457310612,022$1.0M0.35%
82BROADRIDGE FINL SOLUTIONS IN11133T1034,000$952,6800.34%
83ALPHABET INCGOOG3,688$896,5520.32%
84MEDTRONIC PLCMDT9,255$881,4460.31%
85MERCK & CO INCMRK10,005$839,7190.30%
86ABBOTT LABSABLZF6,026$807,1220.29%
87DUKE ENERGY CORP NEWDUKB6,315$781,4810.28%
88NVIDIA CORPORATIONNVDA4,077$760,6860.27%
89VANGUARD INDEX FDS9229085538,303$759,0600.27%
90LOWES COS INC5486611073,006$755,4370.27%
91BANK AMERICA CORP06050510414,573$751,8210.27%
92MARRIOTT INTL INC NEW5719032022,814$732,8780.26%
93VERIZON COMMUNICATIONS INCVZ16,091$707,1990.25%
94ISHARES TR4642878045,880$698,7200.25%
95SALESFORCE INCCRM2,908$689,1960.24%
96TRUIST FINL CORP89832Q10914,960$683,9710.24%
97NEXTERA ENERGY INCNEE-PW8,584$648,0060.23%
98VERIZON COMMUNICATIONS INCVZ14,503$637,4060.23%
99DUKE ENERGY CORP NEWDUKB5,041$623,8230.22%
100AMAZON COM INCAMZN2,819$618,9670.22%
101TORTOISE CAPITAL SERIES TRUS89093020967,508$612,2970.22%
102UNION PAC CORPUNP2,586$611,2520.22%
103ENTERGY CORP NEWENO6,370$593,6200.21%
104SEAGATE TECHNOLOGY HLDNGS PLSE2,513$593,2180.21%
105ARES CAPITAL CORPARCC29,000$591,8900.21%
106FORTINET INCFTNT6,900$580,1520.21%
107APPLIED MATLS INC0382221052,800$573,2720.20%
108WASTE MGMT INC DEL94106L1092,589$571,7280.20%
109WISDOMTREE TRWT9,895$565,0040.20%
110ILLINOIS TOOL WKS INC4523081092,034$530,3850.19%
111KLA CORPKLAC486$524,1990.19%
112LOWES COS INC5486611072,000$502,6200.18%
113COCA COLA COKO7,561$501,4450.18%
114BOOZ ALLEN HAMILTON HLDG CORBAH4,868$486,5560.17%
115LULULEMON ATHLETICA INCLULU2,719$483,7910.17%
116VANGUARD INDEX FDS9229086371,530$471,0250.17%
117STARWOOD PPTY TR INCSTHO22,600$437,7620.15%
118MASTERCARD INCORPORATEDMA750$426,6070.15%
119ALPHABET INCGOOG1,672$407,2150.14%
120AT&T INCT-PC14,412$406,9940.14%
121TJX COS INC NEW8725401092,790$403,2660.14%
122BROADCOM INCAVGO1,220$402,4900.14%
123EXXON MOBIL CORPXOM3,503$394,9630.14%
124MEDTRONIC PLCMDT4,126$392,9600.14%
125CONOCOPHILLIPSCOP4,143$391,8860.14%
126ISHARES TR4642873093,223$389,0800.14%
127AMERICAN ELEC PWR CO INC0255371013,434$386,3250.14%
128DEERE & CODE832$380,4400.13%
129HONEYWELL INTL INC4385161061,757$369,8480.13%
130CHEVRON CORP NEWCVX2,349$364,7760.13%
131ISHARES GOLD TRIAU5,006$364,2860.13%
132COCA COLA COKO5,337$353,9490.13%
133LOCKHEED MARTIN CORPLMT701$349,9460.12%
134PFIZER INCPFE13,601$346,5530.12%
135SPDR SERIES TRUST78464A8703,404$341,0800.12%
136STARBUCKS CORPSBUX4,004$338,7380.12%
137QUALCOMM INCQCOM2,023$336,5460.12%
138ISHARES TR4642874081,584$327,1110.12%
139EMERSON ELEC COEMR2,473$324,4080.11%
140CONSOLIDATED EDISON INCED3,216$323,2720.11%
141WASTE MGMT INC DEL94106L1091,420$313,5780.11%
142META PLATFORMS INCMETA424$311,3770.11%
143ISHARES TR464287648970$310,4380.11%
144BONDBLOXX ETF TRUST09789C7886,141$309,6290.11%
145ALTRIA GROUP INCMO4,458$294,4950.10%
146ISHARES TR4642874653,150$294,1150.10%
147ISHARES TR4642876632,909$290,7540.10%
148ISHARES TR4642876551,198$289,8680.10%
149GENUINE PARTS COGPC2,085$288,9810.10%
150VANGUARD WHITEHALL FDS9219464062,010$283,3090.10%
1511MORGAN STANLEYMS-PQ1,765$280,5640.10%
152ISHARES TR4642876711,679$276,2620.10%
153PAYCHEX INCPAYX2,168$274,8150.10%
154INTEL CORPINTC8,100$271,7550.10%
155PUBLIC STORAGE OPER COPSA-PS905$261,4090.09%
156AMERICAN ELEC PWR CO INC0255371012,320$261,0000.09%
157JOHNSON & JOHNSONJNJ1,390$257,7330.09%
158CISCO SYS INCCSCO3,761$257,3270.09%
159VANGUARD BD INDEX FDS9219378353,445$256,2040.09%
160BRISTOL-MYERS SQUIBB COCELG-RI5,632$254,0030.09%
161TESLA INCTSLA568$252,6000.09%
162ISHARES TR4642884142,364$251,7420.09%
163HONEYWELL INTL INC4385161061,195$251,5470.09%
164EXCHANGE TRADED CONCEPTS TRU3015057073,817$250,2420.09%
165GOLDMAN SACHS GROUP INCGSCE313$249,2570.09%
166ARES CAPITAL CORPARCC12,166$248,3080.09%
167ISHARES TR46432F8422,840$247,9600.09%
168ISHARES TR4642872262,430$243,6070.09%
169AMGEN INCAMGN851$240,1520.08%
170ALLSTATE CORPALL-PJ1,117$239,7640.08%
171CROWN CASTLE INCCCI2,475$238,8120.08%
172WALMART INCWMT2,315$238,5830.08%
173TRUIST FINL CORP89832Q1095,180$236,8290.08%
174UNITEDHEALTH GROUP INCUNH682$235,4940.08%
175ISHARES TR4642875073,566$232,7170.08%
176BANK OZK LITTLE ROCK ARKOZKAP4,557$232,3150.08%
177EMERSON ELEC COEMR1,750$229,5650.08%
178INVESCO EXCHANGE TRADED FD TIVZ7,800$229,2420.08%
179AMPLIFY ETF TR0321086564,014$229,2030.08%
180SALESFORCE INCCRM945$223,9650.08%
181MCKESSON CORPMCK282$217,8560.08%
182PHILLIPS 66PSX1,562$212,4630.08%
183SPDR SERIES TRUST78464A7631,502$210,3550.07%
184PUBLIC SVC ENTERPRISE GRP IN7445731062,515$209,9010.07%
185GOLDMAN SACHS GROUP INCGSCE258$205,4580.07%
186ROYAL BK CDA7800871021,373$202,2700.07%
187TAIWAN SEMICONDUCTOR MFG LTD874039100722$201,6470.07%
188VANGUARD TAX-MANAGED FDS9219438583,324$199,1740.07%
189HOST HOTELS & RESORTS INCHST11,200$190,6240.07%
190VANGUARD INDEX FDS922908637617$189,9490.07%
1911WS CREDIT INCOME FUNDOWSCX9,655$186,8350.07%
192HOME DEPOT INCHD437$177,0680.06%
193CONOCOPHILLIPSCOP1,792$169,5050.06%
194VANGUARD TAX-MANAGED FDS9219438582,777$166,3970.06%
195NUCOR CORPNUE1,224$165,7660.06%
196VISA INCV485$165,5690.06%
197BERKSHIRE HATHAWAY INC DELBRK-A329$165,4010.06%
198COSTCO WHSL CORP NEW22160K105178$164,7620.06%
199T-MOBILE US INCTMUSZ678$162,2990.06%
200COMCAST CORP NEWCCZ5,115$160,7130.06%
201INVESCO SR INCOME TRIVZ46,385$160,4920.06%
202VANGUARD INDEX FDS9229085531,738$158,9500.06%
2031WS CREDIT INCOME FUNDOWSCX8,085$156,4550.06%
204NIKE INCNKE2,138$149,0820.05%
205PFIZER INCPFE5,527$140,8270.05%
206UNION PAC CORPUNP586$138,5120.05%
207ALTRIA GROUP INCMO2,000$132,1200.05%
208BOOZ ALLEN HAMILTON HLDG CORBAH1,297$129,6350.05%
209JACOBS SOLUTIONS INCJ862$129,1790.05%
210BRISTOL-MYERS SQUIBB COCELG-RI2,840$128,0840.05%
211ISHARES TR4642873091,056$127,4800.05%
212VISA INCV373$127,3340.05%
213COMCAST CORP NEWCCZ3,955$124,2660.04%
214TOLL BROTHERS INCTOL879$121,4250.04%
215STARWOOD PPTY TR INCSTHO6,100$118,1570.04%
216PUBLIC STORAGE OPER COPSA-PS405$116,9840.04%
217ENTERGY CORP NEWENO1,200$111,8280.04%
218CHIPOTLE MEXICAN GRILL INCCMG2,712$106,2830.04%
219BLACKROCK INCBLK91$106,0940.04%
220DICKS SPORTING GOODS INC253393102472$104,8870.04%
221QUANTA SVCS INC74762E102246$101,9470.04%
222ARISTA NETWORKS INCANET692$100,8310.04%
223ISHARES TR464287408482$99,5370.04%
224NETFLIX INCNFLX81$97,1120.03%
225NIKE INCNKE1,390$96,9240.03%
226AVALONBAY CMNTYS INCAWX499$96,3910.03%
227AUTOMATIC DATA PROCESSING INADP324$95,0940.03%
228INTERNATIONAL BUSINESS MACHSINTR327$92,2660.03%
229NEXTERA ENERGY INCNEE-PW1,220$92,0970.03%
230ISHARES TR4642875071,345$87,7740.03%
231AMPLIFY ETF TR0321086561,513$86,3930.03%
2321TEXAS INSTRS INC882508104459$84,3320.03%
233BERKSHIRE HATHAWAY INC DELBRK-A166$83,4540.03%
234TRANE TECHNOLOGIES PLCTT188$79,3280.03%
235QUEST DIAGNOSTICS INCDGX385$73,3730.03%
236ISHARES TR464287804595$70,7030.03%
237CROWN CASTLE INCCCI710$68,5070.02%
238INTEL CORPINTC2,003$67,2000.02%
239AMAZON COM INCAMZN300$65,8710.02%
240AMERICAN EXPRESS COAXP190$63,1100.02%
241MCDONALDS CORPMCD200$60,7780.02%
242CONSOLIDATED EDISON INCED600$60,3120.02%
243SPDR SERIES TRUST78464A870568$56,9130.02%
244MARRIOTT INTL INC NEW571903202196$51,0460.02%
245LULULEMON ATHLETICA INCLULU262$46,6170.02%
246KROGER COKR664$44,7600.02%
247DUPONT DE NEMOURS INCDD542$42,2210.01%
248ILLINOIS TOOL WKS INC452308109155$40,4170.01%
249BLACKSTONE INCBX235$40,1490.01%
250MARVELL TECHNOLOGY INCMRVL424$35,6450.01%
251KLA CORPKLAC30$32,3580.01%
252AMERIPRISE FINL INC03076C10665$31,9310.01%
253ISHARES TR464288414279$29,7100.01%
254FIDELITY NATL INFORMATION SV31620M106441$29,0790.01%
255AT&T INCT-PC814$22,9870.01%
256SHELL PLCRYDAF279$19,9560.01%
257ZOETIS INCZTS128$18,7280.01%
258ORACLE CORPORCL-PD43$12,0930.00%
259ISHARES TR46428722667$6,7160.00%
260QUALCOMM INCQCOM35$5,8220.00%
261KIMCO RLTY CORP49446R109172$3,7580.00%
262CSX CORPCSX83$2,9470.00%