Bank OZK Diversified Active

CIK: 0001569650 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 14, 2013

Total Value ($000): $230,213 (100.0% shares, 0.0% debt)

Holdings (105)

BANK OF THE OZARKS INC 35.0%
Value ($000) $80,509 Shares 1,679,503 Est. Cost $45.19 Unrealized
MUR MURPHY OIL CORP 23.0%
Value ($000) $53,050 Shares 879,476 Est. Cost $34.50 Unrealized +9.4%
MUSA MURPHY USA INC 3.9%
Value ($000) $8,881 Shares 219,869 Est. Cost $38.02 Unrealized 0.0%
XOM EXXON MOBIL CORP 1.9%
Value ($000) $4,339 Shares 50,424 Est. Cost $54.04 Unrealized +0.2%
DELTIC TIMBER CORP 1.9%
Value ($000) $4,329 Shares 66,451 Est. Cost $57.82 Unrealized
GENERAL ELEC CO 1.3%
Value ($000) $3,077 Shares 128,842 Est. Cost $23.60 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.3%
Value ($000) $2,911 Shares 15,720 Est. Cost $115.15 Unrealized -3.1%
T AT&T INC 1.2%
Value ($000) $2,790 Shares 82,501 Est. Cost $11.22 Unrealized -2.3%
WMT WAL MART STORES INC 1.2%
Value ($000) $2,720 Shares 36,786 Est. Cost $19.93 Unrealized -0.8%
USB US BANCORP DEL 1.1%
Value ($000) $2,634 Shares 72,031 Est. Cost $22.50 Unrealized +8.2%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $2,267 Shares 26,162 Est. Cost $61.14 Unrealized +3.9%
LNC LINCOLN NATL CORP 0.9%
Value ($000) $2,022 Shares 48,170 Est. Cost $27.94 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 0.8%
Value ($000) $1,892 Shares 40,529 Est. Cost $26.88 Unrealized -2.8%
MRK MERCK & CO INC NEW 0.8%
Value ($000) $1,811 Shares 38,033 Est. Cost $30.49 Unrealized +1.6%
PEP PEPSICO INC 0.7%
Value ($000) $1,694 Shares 21,324 Est. Cost $56.34 Unrealized +0.7%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $1,679 Shares 13,824 Est. Cost $71.87 Unrealized +1.7%
BMY BRISTOL MYERS SQUIBB CO 0.7%
Value ($000) $1,675 Shares 36,187 Est. Cost $28.88 Unrealized +1.2%
BB&T CORPORATION 0.7%
Value ($000) $1,672 Shares 49,539 Est. Cost $33.75 Unrealized
DUK DUKE ENERGY CORP NEW 0.7%
Value ($000) $1,635 Shares 24,494 Est. Cost $41.20 Unrealized -0.9%
PFE PFIZER INC 0.7%
Value ($000) $1,620 Shares 56,371 Est. Cost $16.43 Unrealized -0.4%
KO COCA COLA CO 0.7%
Value ($000) $1,614 Shares 42,601 Est. Cost $27.62 Unrealized -3.1%
INTC INTEL CORP 0.7%
Value ($000) $1,563 Shares 68,197 Est. Cost $17.01 Unrealized -0.6%
NUE NUCOR CORP 0.6%
Value ($000) $1,345 Shares 27,430 Est. Cost $34.54 Unrealized 0.0%
MSFT MICROSOFT CORP 0.6%
Value ($000) $1,324 Shares 39,801 Est. Cost $26.82 Unrealized +0.7%
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,156 Shares 16,626 Est. Cost $41.93 Unrealized +6.1%
RY ROYAL BK CDA MONTREAL QUE 0.5%
Value ($000) $1,153 Shares 17,954 Est. Cost $62.10 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $1,141 Shares 15,093 Est. Cost $55.43 Unrealized +1.4%
MO ALTRIA GROUP INC 0.5%
Value ($000) $1,112 Shares 32,380 Est. Cost $16.27 Unrealized -0.6%
AAPL APPLE INC 0.5%
Value ($000) $1,046 Shares 2,194 Est. Cost $13.35 Unrealized +7.0%
MCD MCDONALDS CORP 0.4%
Value ($000) $950 Shares 9,868 Est. Cost $71.62 Unrealized -1.5%
AFL AFLAC INC 0.4%
Value ($000) $935 Shares 15,094 Est. Cost $22.45 Unrealized 0.0%
AMGN AMGEN INC 0.4%
Value ($000) $928 Shares 8,303 Est. Cost $75.55 Unrealized +1.9%
DIS WALT DISNEY CO 0.4%
Value ($000) $879 Shares 13,627 Est. Cost $56.94 Unrealized 0.0%
ORCL ORACLE CORP 0.4%
Value ($000) $848 Shares 25,591 Est. Cost $27.20 Unrealized -0.5%
JBHT 1HUNT J B TRANS SVCS INC 0.4%
Value ($000) $828 Shares 11,350 Est. Cost $64.12 Unrealized +3.2%
MYLAN INC 0.4%
Value ($000) $819 Shares 21,441 Est. Cost $38.20 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $818 Shares 17,198 Est. Cost $36.41 Unrealized 0.0%
UNP UNION PAC CORP 0.3%
Value ($000) $775 Shares 4,995 Est. Cost $58.16 Unrealized +3.4%
LLY LILLY ELI & CO 0.3%
Value ($000) $744 Shares 14,770 Est. Cost $41.48 Unrealized -1.2%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $734 Shares 5,758 Est. Cost $86.03 Unrealized 0.0%
CVS CVS CAREMARK CORPORATION 0.3%
Value ($000) $729 Shares 12,854 Est. Cost $42.20 Unrealized +1.4%
CBSH COMMERCE BANCSHARES INC 0.3%
Value ($000) $719 Shares 16,418 Est. Cost $21.46 Unrealized +8.3%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $711 Shares 12,003 Est. Cost $44.38 Unrealized +0.4%
MONSANTO CO NEW 0.3%
Value ($000) $711 Shares 6,811 Est. Cost $100.96 Unrealized
FLR FLUOR CORP NEW 0.3%
Value ($000) $702 Shares 9,890 Est. Cost $57.29 Unrealized 0.0%
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $693 Shares 16,780 Est. Cost $28.52 Unrealized +5.9%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $668 Shares 7,101 Est. Cost $61.08 Unrealized 0.0%
EXPRESS SCRIPTS HOLDING CO. 0.3%
Value ($000) $659 Shares 10,667 Est. Cost $61.78 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $643 Shares 15,627 Est. Cost $26.43 Unrealized -4.1%
MCK MCKESSON CORP 0.3%
Value ($000) $632 Shares 4,930 Est. Cost $112.21 Unrealized 0.0%
DIRECTV USD 0.3%
Value ($000) $618 Shares 10,337 Est. Cost $59.79 Unrealized
PRECISION CASTPARTS CORP 0.3%
Value ($000) $616 Shares 2,709 Est. Cost $227.39 Unrealized
E M C CORP MASS 0.2%
Value ($000) $556 Shares 21,755 Est. Cost $25.56 Unrealized
PENTAIR LTD 0.2%
Value ($000) $538 Shares 8,271 Est. Cost $65.05 Unrealized
FMC TECHNOLOGIES INC 0.2%
Value ($000) $532 Shares 9,598 Est. Cost $55.43 Unrealized
IVZ INVESCO LTD 0.2%
Value ($000) $530 Shares 16,610 Est. Cost $18.96 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $518 Shares 5,989 Est. Cost $47.38 Unrealized 0.0%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $509 Shares 36,958 Est. Cost $11.23 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $506 Shares 10,925 Est. Cost $30.94 Unrealized -3.8%
CTBI COMMUNITY TRUST BANCORP, INC 0.2%
Value ($000) $499 Shares 12,302 Est. Cost $22.60 Unrealized 0.0%
TJX TJX COS INC NEW 0.2%
Value ($000) $484 Shares 8,604 Est. Cost $22.53 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $478 Shares 4,434 Est. Cost $95.65 Unrealized
DOW CHEM CO 0.2%
Value ($000) $449 Shares 11,699 Est. Cost $38.38 Unrealized
LABORATORY CORP AMER HLDGS 0.2%
Value ($000) $434 Shares 4,375 Est. Cost $99.20 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $428 Shares 12,878 Est. Cost $28.65 Unrealized -3.3%
HD HOME DEPOT INC 0.2%
Value ($000) $422 Shares 5,573 Est. Cost $57.87 Unrealized 0.0%
PPL PPL CORP 0.2%
Value ($000) $413 Shares 13,587 Est. Cost $16.45 Unrealized 0.0%
BAKER HUGHES INC 0.2%
Value ($000) $403 Shares 8,217 Est. Cost $49.04 Unrealized
MAT MATTEL INC 0.2%
Value ($000) $386 Shares 9,215 Est. Cost $42.78 Unrealized 0.0%
BWA BORGWARNER INC 0.2%
Value ($000) $377 Shares 3,715 Est. Cost $35.23 Unrealized 0.0%
APACHE CORP 0.2%
Value ($000) $366 Shares 4,300 Est. Cost $83.91 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $362 Shares 2,141 Est. Cost $169.08 Unrealized
MMM 3M CO 0.2%
Value ($000) $360 Shares 3,020 Est. Cost $65.98 Unrealized 0.0%
ABBV ABBVIE INC 0.2%
Value ($000) $358 Shares 8,020 Est. Cost $27.16 Unrealized 0.0%
BANCORPSOUTH INC 0.1%
Value ($000) $340 Shares 17,058 Est. Cost $17.70 Unrealized
PIEDMONT NAT GAS INC 0.1%
Value ($000) $339 Shares 10,299 Est. Cost $32.92 Unrealized
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $338 Shares 7,816 Est. Cost $28.51 Unrealized 0.0%
ACN ACCENTURE PLC 0.1%
Value ($000) $336 Shares 4,560 Est. Cost $59.53 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $330 Shares 8,035 Est. Cost $32.03 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $325 Shares 3,844 Est. Cost $63.30 Unrealized -0.8%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $316 Shares 5,410 Est. Cost $53.17 Unrealized
KRAFT FOODS GROUP, INC. 0.1%
Value ($000) $313 Shares 5,961 Est. Cost $52.51 Unrealized
MOS MOSAIC COMPANY NEW 0.1%
Value ($000) $309 Shares 7,176 Est. Cost $36.35 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $297 Shares 4,423 Est. Cost $46.56 Unrealized 0.0%
TRANSCANADA CORP 0.1%
Value ($000) $284 Shares 6,465 Est. Cost $43.93 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $279 Shares 3,709 Est. Cost $63.24 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value ($000) $277 Shares 2,420 Est. Cost $82.35 Unrealized +10.8%
VFC V F CORP 0.1%
Value ($000) $273 Shares 1,375 Est. Cost $46.15 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL 0.1%
Value ($000) $272 Shares 7,205 Est. Cost $39.13 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $267 Shares 2,499 Est. Cost $62.54 Unrealized +12.1%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $265 Shares 4,246 Est. Cost $35.33 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $257 Shares 2,795 Est. Cost $79.76 Unrealized +8.8%
GOOGLE INC 0.1%
Value ($000) $254 Shares 291 Est. Cost $872.85 Unrealized
RED MTN RES INC 0.1%
Value ($000) $252 Shares 474,896 Est. Cost $0.53 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $252 Shares 3,033 Est. Cost $53.27 Unrealized +7.9%
TGT TARGET CORP 0.1%
Value ($000) $246 Shares 3,844 Est. Cost $47.18 Unrealized 0.0%
MEDTRONIC INC 0.1%
Value ($000) $244 Shares 4,585 Est. Cost $53.22 Unrealized
BA BOEING CO 0.1%
Value ($000) $233 Shares 1,980 Est. Cost $91.56 Unrealized 0.0%
BMO BANK MONTREAL QUE 0.1%
Value ($000) $225 Shares 3,370 Est. Cost $37.97 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $221 Shares 1,947 Est. Cost $115.36 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $210 Shares 3,320 Est. Cost $20.54 Unrealized -2.1%
JPM J P MORGAN CHASE & CO 0.1%
Value ($000) $206 Shares 4,001 Est. Cost $38.52 Unrealized 0.0%
DHR DANAHER CORP DEL 0.1%
Value ($000) $206 Shares 2,975 Est. Cost $27.40 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $197 Shares 10,933 Est. Cost $12.47 Unrealized 0.0%
ADVISORS DISCIPLINED TR 0.1%
Value ($000) $122 Shares 12,075 Est. Cost $10.10 Unrealized