Bank OZK Diversified Active

CIK: 0001569650 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 19, 2014

Total Value ($000): $258,626 (100.0% shares, 0.0% debt)

Holdings (110)

BANK OF THE OZARKS INC 35.7%
Value ($000) $92,458 Shares 1,633,820 Est. Cost $45.19 Unrealized
MUR MURPHY OIL CORP 22.1%
Value ($000) $57,060 Shares 879,476 Est. Cost $34.50 Unrealized +17.0%
MUSA MURPHY USA INC 3.5%
Value ($000) $9,137 Shares 219,869 Est. Cost $38.02 Unrealized +8.4%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $5,386 Shares 53,225 Est. Cost $54.14 Unrealized +3.3%
DELTIC TIMBER CORP 1.7%
Value ($000) $4,514 Shares 66,451 Est. Cost $57.82 Unrealized
GENERAL ELECTRIC CO 1.4%
Value ($000) $3,576 Shares 127,649 Est. Cost $23.60 Unrealized
T AT&T INC 1.2%
Value ($000) $3,020 Shares 85,875 Est. Cost $11.22 Unrealized -0.4%
USB US BANCORP DEL 1.1%
Value ($000) $2,973 Shares 73,574 Est. Cost $22.56 Unrealized +12.5%
WMT WAL-MART STORES INC 1.1%
Value ($000) $2,898 Shares 36,821 Est. Cost $19.93 Unrealized +2.1%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $2,434 Shares 26,582 Est. Cost $61.21 Unrealized +7.4%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $2,208 Shares 44,921 Est. Cost $26.86 Unrealized -0.9%
LNC LINCOLN NATL CORP IND 0.8%
Value ($000) $2,174 Shares 42,134 Est. Cost $27.94 Unrealized +13.8%
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $2,011 Shares 10,719 Est. Cost $115.15 Unrealized -7.6%
MRK MERCK & CO INC NEW 0.8%
Value ($000) $2,004 Shares 40,033 Est. Cost $30.53 Unrealized +2.5%
BMY BRISTOL MYERS SQUIBB CO 0.8%
Value ($000) $2,003 Shares 37,707 Est. Cost $29.09 Unrealized +17.4%
INTC INTEL CORP 0.7%
Value ($000) $1,871 Shares 72,066 Est. Cost $17.06 Unrealized +5.1%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $1,865 Shares 14,932 Est. Cost $71.92 Unrealized +0.8%
PEP PEPSICO INC 0.7%
Value ($000) $1,810 Shares 21,809 Est. Cost $56.37 Unrealized +2.5%
BB&T CORP 0.7%
Value ($000) $1,806 Shares 48,484 Est. Cost $33.75 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $1,784 Shares 58,239 Est. Cost $16.46 Unrealized +7.0%
KO COCA COLA CO 0.7%
Value ($000) $1,733 Shares 41,962 Est. Cost $27.62 Unrealized -2.5%
DUK DUKE ENERGY CORP NEW 0.7%
Value ($000) $1,727 Shares 25,021 Est. Cost $41.22 Unrealized +2.7%
MSFT MICROSOFT CORP 0.6%
Value ($000) $1,607 Shares 42,938 Est. Cost $27.06 Unrealized +10.9%
NUE NUCOR CORP 0.6%
Value ($000) $1,532 Shares 28,705 Est. Cost $34.71 Unrealized +10.4%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $1,388 Shares 17,045 Est. Cost $55.72 Unrealized +4.1%
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,319 Shares 18,678 Est. Cost $42.64 Unrealized +13.5%
AAPL APPLE INC 0.5%
Value ($000) $1,316 Shares 2,346 Est. Cost $13.54 Unrealized +20.9%
RY ROYAL BANK OF CANADA 0.5%
Value ($000) $1,295 Shares 19,282 Est. Cost $62.39 Unrealized +6.3%
MO ALTRIA GROUP INC 0.5%
Value ($000) $1,277 Shares 33,290 Est. Cost $16.29 Unrealized +5.3%
DIS DISNEY WALT CO 0.4%
Value ($000) $1,100 Shares 14,406 Est. Cost $57.19 Unrealized +7.9%
AFL AFLAC INC 0.4%
Value ($000) $1,057 Shares 15,819 Est. Cost $22.55 Unrealized +9.1%
ORCL ORACLE CORP 0.4%
Value ($000) $1,042 Shares 27,228 Est. Cost $27.30 Unrealized +5.5%
AMGN AMGEN INC 0.4%
Value ($000) $1,018 Shares 8,918 Est. Cost $75.94 Unrealized +6.8%
CVS CVS CAREMARK CORPORATION 0.4%
Value ($000) $990 Shares 13,834 Est. Cost $42.50 Unrealized +9.0%
MYLAN INC 0.4%
Value ($000) $969 Shares 22,316 Est. Cost $38.40 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $966 Shares 9,943 Est. Cost $71.62 Unrealized -2.2%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $932 Shares 6,271 Est. Cost $86.94 Unrealized +11.8%
MONSANTO CO NEW 0.3%
Value ($000) $896 Shares 7,693 Est. Cost $102.74 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $895 Shares 18,069 Est. Cost $36.54 Unrealized +7.1%
UNP UNION PAC CORP 0.3%
Value ($000) $872 Shares 5,189 Est. Cost $58.25 Unrealized +3.9%
MCK MCKESSON CORP 0.3%
Value ($000) $831 Shares 5,150 Est. Cost $113.42 Unrealized +23.9%
E M C CORP MASS 0.3%
Value ($000) $824 Shares 32,761 Est. Cost $25.42 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $799 Shares 7,657 Est. Cost $61.47 Unrealized +8.0%
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $798 Shares 17,590 Est. Cost $28.63 Unrealized +7.5%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $788 Shares 12,093 Est. Cost $44.38 Unrealized +9.1%
LLY LILLY ELI & CO 0.3%
Value ($000) $784 Shares 15,385 Est. Cost $41.41 Unrealized -4.4%
CBSH COMMERCE BANCSHARES INC 0.3%
Value ($000) $774 Shares 17,238 Est. Cost $21.59 Unrealized +11.6%
EXPRESS SCRIPTS HOLDING C 0.3%
Value ($000) $771 Shares 10,967 Est. Cost $62.01 Unrealized
FLR FLUOR CORP NEW 0.3%
Value ($000) $744 Shares 9,271 Est. Cost $57.29 Unrealized +18.1%
PRECISION CASTPARTS CORP 0.3%
Value ($000) $741 Shares 2,749 Est. Cost $228.00 Unrealized
DIRECTV USD 0.3%
Value ($000) $735 Shares 10,647 Est. Cost $60.05 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.3%
Value ($000) $718 Shares 9,296 Est. Cost $64.12 Unrealized +3.6%
PENTAIR LTD 0.3%
Value ($000) $690 Shares 8,895 Est. Cost $65.93 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $678 Shares 16,498 Est. Cost $26.33 Unrealized -6.7%
BAKER HUGHES INC 0.3%
Value ($000) $677 Shares 12,256 Est. Cost $51.09 Unrealized
IVZ INVESCO LTD 0.3%
Value ($000) $662 Shares 18,210 Est. Cost $19.08 Unrealized +6.4%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $594 Shares 10,930 Est. Cost $30.94 Unrealized +3.7%
TJX TJX COS INC NEW 0.2%
Value ($000) $570 Shares 8,939 Est. Cost $22.64 Unrealized +13.5%
FMC TECHNOLOGIES INC 0.2%
Value ($000) $569 Shares 10,903 Est. Cost $55.04 Unrealized
CTBI COMMUNITY TRUST BANCORP, 0.2%
Value ($000) $555 Shares 12,302 Est. Cost $22.60 Unrealized +10.8%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $555 Shares 35,632 Est. Cost $11.23 Unrealized +4.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $553 Shares 6,349 Est. Cost $47.40 Unrealized +0.9%
ABT ABBOTT LABS 0.2%
Value ($000) $540 Shares 14,083 Est. Cost $28.70 Unrealized +1.8%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $524 Shares 4,604 Est. Cost $96.32 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $499 Shares 9,445 Est. Cost $27.65 Unrealized +9.9%
PPL PPL CORP 0.2%
Value ($000) $493 Shares 16,399 Est. Cost $16.44 Unrealized -0.4%
HD HOME DEPOT INC 0.2%
Value ($000) $485 Shares 5,903 Est. Cost $57.92 Unrealized +1.4%
MAT MATTEL INC 0.2%
Value ($000) $461 Shares 9,700 Est. Cost $42.87 Unrealized +4.0%
ACN ACCENTURE PLC 0.2%
Value ($000) $448 Shares 5,440 Est. Cost $59.85 Unrealized +2.8%
BWA BORGWARNER INC 0.2%
Value ($000) $447 Shares 8,000 Est. Cost $37.21 Unrealized +4.6%
BANCORPSOUTH INC 0.2%
Value ($000) $434 Shares 17,058 Est. Cost $17.70 Unrealized
AEP AMERICAN ELEC PWR INC 0.2%
Value ($000) $433 Shares 9,282 Est. Cost $28.73 Unrealized +4.1%
MMM 3M CO 0.2%
Value ($000) $432 Shares 3,085 Est. Cost $66.12 Unrealized +9.9%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $420 Shares 9,379 Est. Cost $32.29 Unrealized +4.9%
LABORATORY CORP AMER HLDG 0.2%
Value ($000) $418 Shares 4,565 Est. Cost $98.88 Unrealized
DOW CHEM CO 0.2%
Value ($000) $408 Shares 9,189 Est. Cost $38.38 Unrealized
APACHE CORP 0.2%
Value ($000) $404 Shares 4,700 Est. Cost $84.08 Unrealized
MOS MOSAIC COMPANY NEW 0.2%
Value ($000) $400 Shares 8,476 Est. Cost $36.35 Unrealized -0.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $390 Shares 5,250 Est. Cost $47.16 Unrealized +6.8%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $384 Shares 10,677 Est. Cost $19.06 Unrealized 0.0%
KRAFT FOODS GROUP, INC. 0.1%
Value ($000) $375 Shares 6,956 Est. Cost $52.71 Unrealized
PIEDMONT NAT GAS INC 0.1%
Value ($000) $374 Shares 11,309 Est. Cost $32.93 Unrealized
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $352 Shares 5,410 Est. Cost $53.17 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $351 Shares 3,884 Est. Cost $63.34 Unrealized +5.4%
TGT TARGET CORP 0.1%
Value ($000) $350 Shares 5,529 Est. Cost $46.39 Unrealized -3.9%
FDX FEDEX CORP 0.1%
Value ($000) $348 Shares 2,420 Est. Cost $82.35 Unrealized +36.1%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.1%
Value ($000) $335 Shares 8,365 Est. Cost $39.26 Unrealized
JPM J P MORGAN CHASE & CO 0.1%
Value ($000) $333 Shares 5,701 Est. Cost $38.85 Unrealized +2.0%
IVV ISHARES TR 0.1%
Value ($000) $324 Shares 1,745 Est. Cost $169.08 Unrealized
TRANSCANADA CORP 0.1%
Value ($000) $317 Shares 6,950 Est. Cost $44.05 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $313 Shares 4,846 Est. Cost $35.75 Unrealized +8.2%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $311 Shares 2,795 Est. Cost $79.76 Unrealized +19.9%
WALGREEN CO 0.1%
Value ($000) $285 Shares 4,969 Est. Cost $57.36 Unrealized
MET METLIFE INC 0.1%
Value ($000) $283 Shares 5,248 Est. Cost $30.13 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $280 Shares 2,509 Est. Cost $62.54 Unrealized +19.7%
HON HONEYWELL INTL INC 0.1%
Value ($000) $271 Shares 2,961 Est. Cost $53.27 Unrealized +14.2%
BA BOEING CO 0.1%
Value ($000) $270 Shares 1,980 Est. Cost $91.56 Unrealized +21.2%
BMO BANK MONTREAL 0.1%
Value ($000) $267 Shares 4,010 Est. Cost $38.55 Unrealized +8.0%
MEDTRONIC INC 0.1%
Value ($000) $263 Shares 4,585 Est. Cost $53.22 Unrealized
SFNC SIMMONS 1ST NATL CORP 0.1%
Value ($000) $237 Shares 6,378 Est. Cost $16.87 Unrealized 0.0%
DHR DANAHER CORP DEL 0.1%
Value ($000) $234 Shares 3,025 Est. Cost $27.44 Unrealized +8.3%
BRK/B BERKSHIRE HATHAWAY INC DE 0.1%
Value ($000) $231 Shares 1,947 Est. Cost $115.36 Unrealized +0.2%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $230 Shares 10,933 Est. Cost $12.47 Unrealized +4.8%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $226 Shares 1,223 Est. Cost $184.79 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $224 Shares 5,015 Est. Cost $16.17 Unrealized 0.0%
RAYTHEON CO 0.1%
Value ($000) $223 Shares 2,463 Est. Cost $90.54 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $216 Shares 2,400 Est. Cost $65.05 Unrealized 0.0%
RED MTN RES INC 0.1%
Value ($000) $189 Shares 349,596 Est. Cost $0.53 Unrealized
VFC V F CORP 0.1%
Value ($000) $139 Shares 2,240 Est. Cost $48.45 Unrealized +7.6%
ADVISORS DISCIPLINED TR 0.0%
Value ($000) $122 Shares 12,075 Est. Cost $10.10 Unrealized