MondegarAI
Bank OZK (OZK, OZKAP)

Q3 2025 · 13F-HR

Bank OZK (OZK, OZKAP)holdings as filed

Filed 2025-11-14 · accession 0001193125-25-280783

$282.7M
Reported value
147
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Bank OZK (OZK, OZKAP) · Q3 2025

AI · grounded in 13F

Bank OZK established a new position in AAPL valued at $15.56M. The fund also initiated new stakes in MSFT for $14.66M and NVDA for $11.50M. Additional new positions include LLY at $9.38M and TSM at $6.62M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$15.6M5.50%61,105CommonSOLE
594918104MSFTMICROSOFT CORP$14.7M5.19%28,306CommonSOLE
67066G104NVDANVIDIA CORPORATION$11.5M4.07%61,621CommonSOLE
532457108LLYELI LILLY & CO$9.4M3.32%12,298CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$6.6M2.34%23,702CommonSOLE
00287Y109ABBVABBVIE INC$6.0M2.13%26,046CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.9M2.09%18,697CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$5.8M2.06%10,233CommonSOLE
040413205ANETARISTA NETWORKS INC$5.7M2.02%39,259CommonSOLE
74762E102QUREQUANTA SVCS INC$5.0M1.77%12,057CommonSOLE
64110L106NFLXNETFLIX INC$4.9M1.73%4,069CommonSOLE
872590104TMUST-MOBILE US INC$4.5M1.58%18,697CommonSOLE
742718109PGPROCTER AND GAMBLE CO$4.4M1.57%28,935CommonSOLE
038222105AMATAPPLIED MATLS INC$4.4M1.57%21,665CommonSOLE
30303M102METAMETA PLATFORMS INC$4.4M1.56%6,000CommonSOLE
02079K305GOOGLALPHABET INC$4.0M1.43%16,638CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$4.0M1.43%4,357CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3.9M1.39%9,334CommonSOLE
68389X105ORCLORACLE CORP$3.9M1.38%13,900CommonSOLE
34959E109FTNTFORTINET INC$3.8M1.35%45,404CommonSOLE
842587107SOSOUTHERN CO$3.7M1.31%39,106CommonSOLE
031162100AMGNAMGEN INC$3.6M1.28%12,853CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.4M1.20%10,215CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.4M1.19%11,915CommonSOLE
126408103CSXCSX CORP$3.3M1.18%93,742CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.3M1.16%4,934CommonSOLE
060505104BACBANK AMERICA CORP$3.3M1.16%63,523CommonSOLE
09260D107BXBLACKSTONE INC$3.3M1.15%19,061CommonSOLE
872540109TJXTJX COS INC NEW$3.2M1.13%22,112CommonSOLE
03076C106AMPAMERIPRISE FINL INC$3.0M1.07%6,171CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.0M1.07%77,213CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$2.8M0.97%14,431CommonSOLE
713448108PEPPEPSICO INC$2.7M0.97%19,526CommonSOLE
46982L108JJACOBS SOLUTIONS INC$2.7M0.95%17,962CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$2.6M0.93%11,862CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$2.6M0.91%30,739CommonSOLE
501044101KRKROGER CO$2.6M0.90%37,877CommonSOLE
11135F101AVGOBROADCOM INC$2.5M0.89%7,619CommonSOLE
001055102AFLAFLAC INC$2.5M0.89%22,500CommonSOLE
889478103TOLTOLL BROTHERS INC$2.5M0.87%17,807CommonSOLE
464285204IAUISHARES GOLD TR$2.4M0.86%33,596CommonNONE
464287200IVVISHARES TR$2.4M0.84%3,532CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$2.3M0.81%29,361CommonSOLE
98978V103ZTSZOETIS INC$2.3M0.81%15,630CommonSOLE
882508104TXNTEXAS INSTRS INC$2.3M0.80%12,303CommonSOLE
718546104PSXPHILLIPS 66$2.2M0.79%16,484CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.2M0.79%19,781CommonSOLE
931142103WMTWALMART INC$2.2M0.78%21,259CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.1M0.76%7,314CommonSOLE
002824100ABTABBOTT LABS$2.1M0.76%16,026CommonSOLE
58933Y105MRKMERCK & CO INC$2.1M0.75%25,351CommonSOLE
464287465EFAISHARES TR$2.0M0.70%21,287CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.0M0.70%3,945CommonSOLE
17275R102CSCOCISCO SYS INC$1.9M0.68%28,282CommonSOLE
437076102HDHOME DEPOT INC$1.9M0.68%4,759CommonSOLE
166764100CVXCHEVRON CORP NEW$1.9M0.67%12,241CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$1.9M0.66%28,204CommonSOLE
780259305SHELSHELL PLC$1.8M0.65%25,534CommonSOLE
78464A763SDYSPDR SERIES TRUST$1.6M0.57%11,502CommonSOLE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$1.6M0.56%23,959CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.5M0.54%8,213CommonSOLE
78464A664SPTLSPDR SERIES TRUST$1.5M0.53%55,586CommonSOLE
09290D101BLKBLACKROCK INC$1.5M0.52%1,261CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.4M0.50%11,356CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.3M0.48%30,594CommonSOLE
020002101ALLALLSTATE CORP$1.3M0.47%6,194CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.3M0.45%13,381CommonSOLE
548661107LOWLOWES COS INC$1.3M0.45%5,006CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.2M0.43%14,537CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$1.2M0.42%6,182CommonSOLE
670346105NUENUCOR CORP$1.2M0.42%8,816CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.2M0.42%10,905CommonSOLE
580135101MCDMCDONALDS CORP$1.2M0.41%3,819CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.2M0.41%2,382CommonSOLE
49446R109KIMKIMCO RLTY CORP$1.1M0.39%50,040CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.0M0.37%4,897CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$952,6800.34%4,000CommonSOLE
89832Q109TFCTRUIST FINL CORP$920,8000.33%20,140CommonSOLE
922908553VNQVANGUARD INDEX FDS$918,0100.32%10,041CommonNONE
79466L302CRMSALESFORCE INC$913,1610.32%3,853CommonSOLE
94106L109WMWASTE MGMT INC DEL$885,3060.31%4,009CommonSOLE
191216100KOCOCA COLA CO$855,3940.30%12,898CommonSOLE
04010L103ARCCARES CAPITAL CORP$840,1980.30%41,166CommonSOLE
571903202MARMARRIOTT INTL INC NEW$783,9240.28%3,010CommonSOLE
464287804IJRISHARES TR$769,4230.27%6,475CommonSOLE
907818108UNPUNION PAC CORP$749,7640.27%3,172CommonSOLE
65339F101NEENEXTERA ENERGY INC$740,1030.26%9,804CommonSOLE
29364G103ETRENTERGY CORP NEW$705,4480.25%7,570CommonSOLE
023135106AMZNAMAZON COM INC$684,8380.24%3,119CommonSOLE
922908637VVVANGUARD INDEX FDS$660,9740.23%2,147CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$647,3250.23%5,754CommonSOLE
438516106HONHONEYWELL INTL INC$621,3950.22%2,952CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$616,1910.22%6,165CommonSOLE
890930209TNGYTORTOISE CAPITAL SERIES TRUS$612,2970.22%67,508CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$593,2180.21%2,513CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$570,8020.20%2,189CommonSOLE
97717W281DGSWISDOMTREE TR$565,0040.20%9,895CommonNONE
20825C104COPCONOCOPHILLIPS$561,3910.20%5,935CommonSOLE
482480100KLACKLA CORP$556,5570.20%516CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$555,9190.20%28,700CommonSOLE
291011104EMREMERSON ELEC CO$553,9730.20%4,223CommonSOLE
550021109LULULULULEMON ATHLETICA INC$530,4080.19%2,981CommonSOLE
464287309IVWISHARES TR$516,5600.18%4,279CommonSOLE
717081103PFEPFIZER INC$487,3800.17%19,128CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$454,7150.16%571CommonSOLE
00206R102TAT&T INC$429,9810.15%15,226CommonSOLE
464287408IVEISHARES TR$426,6480.15%2,066CommonSOLE
02209S103MOALTRIA GROUP INC$426,6150.15%6,458CommonSOLE
02079K107GOOGALPHABET INC$407,2150.14%1,672CommonSOLE
78464A870XBISPDR SERIES TRUST$397,9930.14%3,972CommonNONE
209115104EDCONSOLIDATED EDISON INC$383,5840.14%3,816CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$382,0870.14%8,472CommonSOLE
244199105DEDEERE & CO$380,4400.13%832CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$378,3930.13%1,310CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$365,5710.13%6,101CommonNONE
68249P102OWSCX1WS CREDIT INCOME FUND$343,2900.12%17,740CommonNONE
747525103QCOMQUALCOMM INC$342,3680.12%2,058CommonSOLE
458140100INTCINTEL CORP$338,9550.12%10,103CommonSOLE
855244109SBUXSTARBUCKS CORP$338,7380.12%4,004CommonSOLE
464287507IJHISHARES TR$320,4910.11%4,911CommonSOLE
032108656IPAYAMPLIFY ETF TR$315,5960.11%5,527CommonNONE
464287648IWOISHARES TR$310,4380.11%970CommonSOLE
09789C788XHLFBONDBLOXX ETF TRUST$309,6290.11%6,141CommonSOLE
22822V101CCICROWN CASTLE INC$307,3190.11%3,185CommonSOLE
92826C839VVISA INC$292,9030.10%858CommonSOLE
464287663IUSVISHARES TR$290,7540.10%2,909CommonNONE
464287655IWMISHARES TR$289,8680.10%1,198CommonSOLE
372460105GPCGENUINE PARTS CO$288,9810.10%2,085CommonSOLE
20030N101CMCSACOMCAST CORP NEW$284,9790.10%9,070CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$283,3090.10%2,010CommonNONE
464288414MUBISHARES TR$281,4520.10%2,643CommonNONE
617446448MS1MORGAN STANLEY$280,5640.10%1,765CommonSOLE
464287671IUSGISHARES TR$276,2620.10%1,679CommonNONE
704326107PAYXPAYCHEX INC$274,8150.10%2,168CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$256,2040.09%3,445CommonNONE
88160R101TSLATESLA INC$252,6000.09%568CommonSOLE
464287226AGGISHARES TR$250,3230.09%2,497CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$248,8550.09%495CommonSOLE
46432F842IEFAISHARES TR$247,9600.09%2,840CommonSOLE
654106103NKENIKE INC$246,0060.09%3,528CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$235,4940.08%682CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$232,3150.08%4,557CommonSOLE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$229,2420.08%7,800CommonNONE
58155Q103MCKMCKESSON CORP$217,8560.08%282CommonSOLE
780087102RYROYAL BK CDA$202,2700.07%1,373CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$190,6240.07%11,200CommonNONE
46131H107VVRINVESCO SR INCOME TR$160,4920.06%46,385CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.