MondegarAI
Bank OZK (OZK, OZKAP)

Q4 2025 · 13F-HR

Bank OZK (OZK, OZKAP)holdings as filed

Filed 2026-02-17 · accession 0001193125-26-054927

$283.3M
Reported value
150
Positions
2025-12-31
Period end
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The Brief · Bank OZK (OZK, OZKAP) · Q4 2025

AI · grounded in 13F

Bank OZK closed its position in Zoetis Inc ZTS, selling $2.29M worth of shares. The fund established new positions in AstraZeneca PLC AZNN for $2.24M and Restaurant Brands Intl Inc QSR for $1.18M. Additionally, the fund reduced its holdings in Chipotle Mexican Grill Inc CMG by 44.81% and Microsoft Corp MSFT by 4.73%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$16.4M5.78%60,255CommonSOLE
594918104MSFTMICROSOFT CORP$13.0M4.60%26,967CommonSOLE
532457108LLYELI LILLY & CO$12.7M4.50%11,857CommonSOLE
67066G104NVDANVIDIA CORPORATION$11.5M4.05%61,467CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$7.2M2.53%23,628CommonSOLE
00287Y109ABBVABBVIE INC$5.9M2.08%25,741CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.7M2.00%17,563CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$5.5M1.95%9,663CommonSOLE
038222105AMATAPPLIED MATLS INC$5.5M1.93%21,315CommonSOLE
02079K305GOOGLALPHABET INC$5.1M1.81%16,354CommonSOLE
74762E102QUREQUANTA SVCS INC$5.0M1.78%11,932CommonSOLE
040413205ANETARISTA NETWORKS INC$4.8M1.68%36,369CommonSOLE
742718109PGPROCTER & GAMBLE CO$4.2M1.48%29,276CommonSOLE
031162100AMGNAMGEN INC$4.2M1.48%12,808CommonSOLE
30303M102METAMETA PLATFORMS INC$3.9M1.38%5,925CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.8M1.33%10,178CommonSOLE
872590104TMUST-MOBILE US INC$3.7M1.32%18,370CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$3.7M1.30%4,276CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3.7M1.29%9,390CommonSOLE
64110L106NFLXNETFLIX INC.$3.6M1.26%38,145CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.5M1.25%11,959CommonSOLE
842587107SOSOUTHERN CO$3.5M1.23%39,859CommonSOLE
126408103CSXCSX CORP$3.5M1.22%95,580CommonSOLE
34959E109FTNTFORTINET INC$3.4M1.20%42,844CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$3.4M1.19%4,943CommonSOLE
872540109TJXTJX COS INC NEW$3.4M1.19%21,896CommonSOLE
060505104BACBANK AMERICA CORP$3.2M1.11%57,389CommonSOLE
03076C106AMPAMERIPRISE FINL INC$3.0M1.08%6,217CommonSOLE
09260D107BXBLACKSTONE INC$3.0M1.05%19,314CommonSOLE
68389X105ORCLORACLE CORP$2.9M1.02%14,890CommonSOLE
713448108PEPPEPSICO INC$2.7M0.97%19,115CommonSOLE
11135F101AVGOBROADCOM INC$2.7M0.96%7,884CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$2.7M0.96%31,900CommonSOLE
464285204IAUISHARES GOLD TR$2.7M0.95%33,091CommonNONE
58933Y105MRKMERCK & CO INC$2.6M0.93%24,900CommonSOLE
001055102AFLAFLAC INC$2.5M0.88%22,627CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$2.5M0.88%14,358CommonSOLE
464287200IVVISHARES TR$2.5M0.87%3,579CommonSOLE
501044101KRKROGER CO$2.4M0.84%38,147CommonSOLE
889478103TOLTOLL BROTHERS INC$2.4M0.84%17,619CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$2.4M0.84%11,982CommonSOLE
46982L108JJACOBS SOLUTIONS INC$2.3M0.82%17,599CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.3M0.82%19,253CommonSOLE
931142103WMTWALMART INC$2.3M0.80%20,214CommonSOLE
046353108AZNNASTRAZENECA PLC$2.2M0.79%24,332CommonSOLE
17275R102CSCOCISCO SYS INC$2.2M0.78%28,589CommonSOLE
718546104PSXPHILLIPS 66$2.2M0.77%16,852CommonSOLE
882508104TXNTEXAS INSTRS INC$2.2M0.76%12,484CommonSOLE
002824100ABTABBOTT LABS$2.0M0.72%16,320CommonSOLE
464287465EFAISHARES TR$2.0M0.71%21,067CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$1.9M0.69%29,196CommonSOLE
780259305SHELSHELL PLC$1.9M0.68%26,031CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.9M0.66%7,314CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.9M0.66%20,498CommonSOLE
166764100CVXCHEVRON CORP NEW$1.8M0.64%11,917CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.8M0.64%3,751CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.7M0.61%8,338CommonSOLE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$1.7M0.59%23,959CommonSOLE
78464A763SDYSPDR SERIES TRUST$1.6M0.57%11,502CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.6M0.56%42,614CommonSOLE
437076102HDHOME DEPOT INC$1.5M0.54%4,469CommonSOLE
670346105NUENUCOR CORP$1.5M0.51%8,940CommonSOLE
78464A664SPTLSPDR SERIES TRUST$1.4M0.51%54,753CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.4M0.48%2,370CommonSOLE
09290D101BLKBLACKROCK INC$1.4M0.48%1,270CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.4M0.48%14,078CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.3M0.46%11,158CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.3M0.45%31,583CommonSOLE
020002101ALLALLSTATE CORP$1.3M0.45%6,114CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.2M0.43%5,073CommonSOLE
548661107LOWLOWES COS INC$1.2M0.43%5,007CommonSOLE
580135101MCDMCDONALDS CORP$1.2M0.42%3,875CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$1.2M0.42%17,274CommonSOLE
49446R109KIMKIMCO REALTY CORP$1.2M0.41%57,858CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.2M0.41%28,903CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.2M0.41%14,355CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.0M0.37%21,171CommonSOLE
79466L302CRMSALESFORCE INC$1.0M0.36%3,840CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$960,9420.34%5,300CommonSOLE
922908553VNQVANGUARD INDEX FDS$903,3310.32%10,208CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$892,6800.32%4,000CommonSOLE
94106L109WMWASTE MGMT INC DEL$860,8230.30%3,918CommonSOLE
191216100KOCOCA COLA CO$847,3780.30%12,121CommonSOLE
04010L103ARCCARES CAPITAL CORP$832,7880.29%41,166CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$782,6580.28%2,842CommonSOLE
571903202MARMARRIOTT INTL INC NEW$778,7010.27%2,510CommonSOLE
464287804IJRISHARES TR$778,1650.27%6,475CommonSOLE
482480100KLACKLA CORP$709,6060.25%584CommonSOLE
29364G103ETRENTERGY CORP NEW$699,6950.25%7,570CommonSOLE
023135106AMZNAMAZON COM INC$694,5370.25%3,009CommonSOLE
06849F108BBARRICK MNG CORP$691,6160.24%15,881CommonSOLE
65339F101NEENEXTERA ENERGY INC$690,8890.24%8,606CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$676,5230.24%5,867CommonSOLE
922908637VVVANGUARD INDEX FDS$675,8750.24%2,147CommonNONE
907818108UNPUNION PAC CORP$651,6270.23%2,817CommonSOLE
890930209TNGYTORTOISE CAPITAL SERIES TRUS$610,2720.22%67,508CommonSHARED
74743L100QQNITY ELECTRONICS INC$601,9300.21%7,371CommonSOLE
20825C104COPCONOCOPHILLIPS$586,9340.21%6,270CommonSOLE
97717W281DGSWISDOMTREE TR$566,3890.20%9,895CommonNONE
06829D404BCFNBARON ETF TR$558,4180.20%22,429CommonNONE
438516106HONHONEYWELL INTL INC$558,3460.20%2,862CommonSOLE
291011104EMREMERSON ELEC CO$557,6890.20%4,202CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$544,3220.19%2,210CommonSOLE
464287309IVWISHARES TR$527,4280.19%4,279CommonSOLE
02079K107GOOGALPHABET INC$524,6730.19%1,672CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$516,8870.18%28,700CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$501,9090.18%571CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$501,0970.18%5,940CommonSOLE
717081103PFEPFIZER INC$492,6950.17%19,787CommonSOLE
78464A870XBISPDR SERIES TRUST$484,3050.17%3,972CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$451,8000.16%8,376CommonSOLE
02209S103MOALTRIA GROUP INC$437,0620.15%7,580CommonSOLE
244199105DEDEERE & CO$434,8420.15%934CommonSOLE
464287408IVEISHARES TR$419,4730.15%1,978CommonSOLE
747525103QCOMQUALCOMM INC$391,0190.14%2,286CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$379,3800.13%6,073CommonNONE
209115104EDCONSOLIDATED EDISON INC$379,0050.13%3,816CommonSOLE
00206R102TAT&T INC$375,0830.13%15,100CommonSOLE
458140100INTCINTEL CORP$370,4020.13%10,038CommonSOLE
68249P102OWSCXWS CREDIT INCOME FUND$342,4450.12%17,863CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$339,9440.12%1,310CommonSOLE
855244109SBUXSTARBUCKS CORP$337,1760.12%4,004CommonSOLE
464287507IJHISHARES TR$324,1260.11%4,911CommonSOLE
464287663IUSVISHARES TR$313,6690.11%3,059CommonNONE
617446448MSMORGAN STANLEY$313,3400.11%1,765CommonSOLE
464287648IWOISHARES TR$313,3190.11%970CommonSOLE
464288414MUBISHARES TR$310,5110.11%2,899CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$288,4750.10%2,010CommonNONE
780087102RYROYAL BK CDA$287,9570.10%1,689CommonSOLE
032108656IPAYAMPLIFY ETF TR$287,6120.10%5,527CommonNONE
22822V101CCICROWN CASTLE INC$283,0500.10%3,185CommonSOLE
464287655IWMISHARES TR$282,0990.10%1,146CommonSOLE
20030N101CMCSACOMCAST CORP NEW$276,7510.10%9,259CommonSOLE
92826C839VVISA INC$275,3070.10%785CommonSOLE
704326107PAYXPAYCHEX INC$271,9240.10%2,424CommonSOLE
09789C788XHLFBONDBLOXX ETF TRUST$267,7320.09%5,328CommonSOLE
372460105GPCGENUINE PARTS CO$262,6420.09%2,136CommonSOLE
464287671IUSGISHARES TR$256,4440.09%1,527CommonNONE
88160R101TSLATESLA INC$255,4400.09%568CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$255,1710.09%3,445CommonNONE
46432F842IEFAISHARES TR$254,0660.09%2,840CommonSOLE
464287226AGGISHARES TR$249,3990.09%2,497CommonSOLE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$248,4300.09%7,800CommonNONE
58155Q103MCKMCKESSON CORP$231,3210.08%282CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$225,1350.08%682CommonSOLE
75513E101RTXRTX CORPORATION$211,4600.07%1,153CommonSOLE
80105N105SNYSANOFI SA$207,8440.07%4,289CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$206,5880.07%411CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$198,5760.07%11,200CommonNONE
46131H107VVRINVESCO SR INCOME TR$151,6780.05%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.