Bank OZK Diversified Active

CIK: 0001569650 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 14, 2014

Total Value ($000): $278,195 (100.0% shares, 0.0% debt)

Holdings (116)

BANK OF THE OZARKS INC 39.8%
Value ($000) $110,609 Shares 1,625,164 Est. Cost $45.19 Unrealized
MUR MURPHY OIL CORP 19.9%
Value ($000) $55,284 Shares 879,476 Est. Cost $34.50 Unrealized +12.8%
MUSA MURPHY USA INC 3.2%
Value ($000) $8,925 Shares 219,869 Est. Cost $38.02 Unrealized +3.4%
XOM EXXON MOBIL CORP 1.8%
Value ($000) $5,133 Shares 52,547 Est. Cost $54.14 Unrealized +7.3%
DELTIC TIMBER CORP 1.6%
Value ($000) $4,335 Shares 66,451 Est. Cost $57.82 Unrealized
USB US BANCORP DEL 1.2%
Value ($000) $3,310 Shares 77,228 Est. Cost $22.78 Unrealized +20.0%
GENERAL ELECTRIC CO 1.2%
Value ($000) $3,267 Shares 126,185 Est. Cost $23.60 Unrealized
T AT&T INC 1.1%
Value ($000) $3,181 Shares 90,709 Est. Cost $11.20 Unrealized -3.1%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $2,726 Shares 27,746 Est. Cost $61.44 Unrealized +8.5%
WMT WAL-MART STORES INC 0.9%
Value ($000) $2,591 Shares 33,893 Est. Cost $19.93 Unrealized -0.1%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $2,335 Shares 49,079 Est. Cost $26.77 Unrealized -3.4%
MRK MERCK & CO INC NEW 0.8%
Value ($000) $2,238 Shares 39,411 Est. Cost $30.53 Unrealized +17.1%
BMY BRISTOL MYERS SQUIBB CO 0.8%
Value ($000) $2,119 Shares 40,779 Est. Cost $29.61 Unrealized +21.3%
LNC LINCOLN NATL CORP IND 0.8%
Value ($000) $2,096 Shares 41,376 Est. Cost $27.94 Unrealized +19.8%
PEP PEPSICO INC 0.7%
Value ($000) $2,010 Shares 24,073 Est. Cost $56.42 Unrealized +0.8%
INTC INTEL CORP 0.7%
Value ($000) $1,943 Shares 75,274 Est. Cost $17.13 Unrealized +9.0%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $1,942 Shares 10,091 Est. Cost $115.15 Unrealized -5.2%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $1,827 Shares 15,364 Est. Cost $71.87 Unrealized -2.1%
BB&T CORP 0.6%
Value ($000) $1,781 Shares 44,346 Est. Cost $33.75 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $1,763 Shares 45,596 Est. Cost $27.54 Unrealized -3.6%
PFE PFIZER INC 0.6%
Value ($000) $1,754 Shares 54,608 Est. Cost $16.46 Unrealized +10.6%
MSFT MICROSOFT CORP 0.6%
Value ($000) $1,638 Shares 39,959 Est. Cost $27.06 Unrealized +15.5%
AAPL APPLE INC 0.5%
Value ($000) $1,498 Shares 2,791 Est. Cost $14.03 Unrealized +18.2%
NUE NUCOR CORP 0.5%
Value ($000) $1,446 Shares 28,600 Est. Cost $34.71 Unrealized +8.1%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $1,423 Shares 19,971 Est. Cost $41.22 Unrealized +3.5%
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,399 Shares 19,894 Est. Cost $42.81 Unrealized +6.1%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $1,398 Shares 17,345 Est. Cost $55.74 Unrealized +1.4%
MO ALTRIA GROUP INC 0.5%
Value ($000) $1,360 Shares 36,340 Est. Cost $16.36 Unrealized +4.7%
AMGN AMGEN INC 0.5%
Value ($000) $1,294 Shares 10,488 Est. Cost $77.58 Unrealized +12.0%
ORCL ORACLE CORP 0.4%
Value ($000) $1,201 Shares 29,371 Est. Cost $27.64 Unrealized +15.7%
RY ROYAL BK CDA MONTREAL QUE 0.4%
Value ($000) $1,193 Shares 18,082 Est. Cost $62.39 Unrealized +3.6%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,067 Shares 16,452 Est. Cost $45.31 Unrealized +5.7%
CVS CVS CAREMARK CORPORATION 0.4%
Value ($000) $1,055 Shares 14,084 Est. Cost $42.65 Unrealized +19.8%
UNP UNION PAC CORP 0.4%
Value ($000) $1,026 Shares 5,467 Est. Cost $58.76 Unrealized +16.2%
AFL AFLAC INC 0.4%
Value ($000) $975 Shares 15,469 Est. Cost $22.55 Unrealized +6.3%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $970 Shares 5,941 Est. Cost $86.94 Unrealized +30.4%
MONSANTO CO NEW 0.3%
Value ($000) $950 Shares 8,356 Est. Cost $103.61 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $918 Shares 9,363 Est. Cost $71.62 Unrealized -1.9%
MCK MCKESSON CORP 0.3%
Value ($000) $916 Shares 5,187 Est. Cost $113.42 Unrealized +41.2%
LLY LILLY ELI & CO 0.3%
Value ($000) $894 Shares 15,180 Est. Cost $41.41 Unrealized +7.6%
LOW LOWES COS INC 0.3%
Value ($000) $865 Shares 17,705 Est. Cost $36.54 Unrealized +6.8%
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $865 Shares 17,378 Est. Cost $28.63 Unrealized +16.7%
DIS DISNEY WALT CO 0.3%
Value ($000) $854 Shares 10,666 Est. Cost $57.19 Unrealized +21.8%
DIRECTV 0.3%
Value ($000) $819 Shares 10,721 Est. Cost $60.05 Unrealized
EXPRESS SCRIPTS HLDG CO 0.3%
Value ($000) $808 Shares 10,767 Est. Cost $62.01 Unrealized
BAKER HUGHES INC 0.3%
Value ($000) $802 Shares 12,331 Est. Cost $51.09 Unrealized
CBSH COMMERCE BANCSHARES INC 0.3%
Value ($000) $800 Shares 17,238 Est. Cost $21.59 Unrealized +13.6%
E M C CORP MASS 0.3%
Value ($000) $767 Shares 27,971 Est. Cost $25.42 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $736 Shares 16,755 Est. Cost $26.32 Unrealized -4.0%
FLR FLUOR CORP NEW 0.3%
Value ($000) $724 Shares 9,323 Est. Cost $57.29 Unrealized +20.8%
MYLAN INC 0.3%
Value ($000) $719 Shares 14,731 Est. Cost $38.40 Unrealized
PENTAIR LTD 0.3%
Value ($000) $707 Shares 8,910 Est. Cost $65.93 Unrealized
IVZ INVESCO LTD 0.2%
Value ($000) $689 Shares 18,635 Est. Cost $19.12 Unrealized +9.1%
PRECISION CASTPARTS CORP 0.2%
Value ($000) $686 Shares 2,714 Est. Cost $228.00 Unrealized
DHI D R HORTON INC 0.2%
Value ($000) $672 Shares 28,645 Est. Cost $19.87 Unrealized 0.0%
JBHT HUNT J B TRANS SVCS INC 0.2%
Value ($000) $661 Shares 9,196 Est. Cost $64.12 Unrealized +2.7%
ABT ABBOTT LABS 0.2%
Value ($000) $661 Shares 17,158 Est. Cost $29.07 Unrealized +5.7%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $644 Shares 5,845 Est. Cost $61.47 Unrealized +12.9%
BAC BANK OF AMERICA CORPORATION 0.2%
Value ($000) $639 Shares 37,173 Est. Cost $11.32 Unrealized +17.1%
QCOM QUALCOMM INC 0.2%
Value ($000) $598 Shares 7,579 Est. Cost $49.27 Unrealized +9.6%
FMC TECHNOLOGIES INC 0.2%
Value ($000) $582 Shares 11,130 Est. Cost $54.98 Unrealized
TJX TJX COS INC NEW 0.2%
Value ($000) $557 Shares 9,182 Est. Cost $22.73 Unrealized +13.3%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.2%
Value ($000) $555 Shares 10,515 Est. Cost $42.02 Unrealized
PPL PPL CORP 0.2%
Value ($000) $534 Shares 16,127 Est. Cost $16.44 Unrealized +3.9%
DFGFX DFA INVT DIMENSIONS GROUP IN 0.2%
Value ($000) $528 Shares 52,784 Est. Cost $10.00 Unrealized
DFGBX DFA INVT DIMENSIONS GROUP IN 0.2%
Value ($000) $523 Shares 47,975 Est. Cost $10.90 Unrealized
BWA BORGWARNER INC 0.2%
Value ($000) $518 Shares 8,430 Est. Cost $37.50 Unrealized +14.6%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $513 Shares 10,110 Est. Cost $30.94 Unrealized +1.3%
CTBI COMMUNITY TR BANCORP INC 0.2%
Value ($000) $510 Shares 12,302 Est. Cost $22.60 Unrealized +6.3%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $502 Shares 11,941 Est. Cost $32.39 Unrealized +1.1%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $491 Shares 4,204 Est. Cost $96.32 Unrealized
APACHE CORP 0.2%
Value ($000) $479 Shares 5,775 Est. Cost $83.87 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $435 Shares 5,465 Est. Cost $59.85 Unrealized +11.8%
AEP AMERICAN ELEC PWR INC 0.2%
Value ($000) $432 Shares 8,541 Est. Cost $28.73 Unrealized +10.8%
WALGREEN CO 0.2%
Value ($000) $432 Shares 6,544 Est. Cost $59.44 Unrealized
MOS MOSAIC CO NEW 0.2%
Value ($000) $429 Shares 8,586 Est. Cost $36.36 Unrealized +3.2%
BANCORPSOUTH INC 0.2%
Value ($000) $426 Shares 17,058 Est. Cost $17.70 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $409 Shares 7,965 Est. Cost $27.65 Unrealized +13.9%
MMM 3M CO 0.1%
Value ($000) $409 Shares 3,012 Est. Cost $66.12 Unrealized +15.3%
PIEDMONT NAT GAS INC 0.1%
Value ($000) $396 Shares 11,179 Est. Cost $32.93 Unrealized
KRAFT FOODS GROUP INC 0.1%
Value ($000) $393 Shares 6,999 Est. Cost $52.71 Unrealized
MAT MATTEL INC 0.1%
Value ($000) $385 Shares 9,600 Est. Cost $42.87 Unrealized -7.4%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $385 Shares 6,341 Est. Cost $39.18 Unrealized +7.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $384 Shares 3,195 Est. Cost $84.11 Unrealized +36.1%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $380 Shares 11,690 Est. Cost $19.00 Unrealized -3.0%
MET METLIFE INC 0.1%
Value ($000) $370 Shares 6,998 Est. Cost $30.36 Unrealized +2.3%
HCP INC 0.1%
Value ($000) $370 Shares 9,530 Est. Cost $38.82 Unrealized
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $363 Shares 5,410 Est. Cost $53.17 Unrealized
DOW CHEM CO 0.1%
Value ($000) $349 Shares 7,190 Est. Cost $38.38 Unrealized
TRANSCANADA CORP 0.1%
Value ($000) $344 Shares 7,550 Est. Cost $44.17 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $337 Shares 3,954 Est. Cost $63.36 Unrealized +2.0%
FDX FEDEX CORP 0.1%
Value ($000) $320 Shares 2,420 Est. Cost $82.35 Unrealized +39.8%
IVV ISHARES 0.1%
Value ($000) $319 Shares 1,697 Est. Cost $169.08 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $315 Shares 4,446 Est. Cost $35.75 Unrealized +16.0%
MEDTRONIC INC 0.1%
Value ($000) $304 Shares 4,929 Est. Cost $53.81 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $283 Shares 3,051 Est. Cost $53.61 Unrealized +20.7%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $271 Shares 3,009 Est. Cost $75.50 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $270 Shares 5,905 Est. Cost $74.53 Unrealized
BMO BANK MONTREAL QUE 0.1%
Value ($000) $263 Shares 3,930 Est. Cost $38.55 Unrealized +4.2%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $257 Shares 2,155 Est. Cost $62.54 Unrealized +26.8%
BA BOEING CO 0.1%
Value ($000) $244 Shares 1,948 Est. Cost $91.56 Unrealized +22.0%
F FORD MTR CO DEL 0.1%
Value ($000) $243 Shares 15,606 Est. Cost $8.37 Unrealized 0.0%
SFNC SIMMONS 1ST NATL CORP 0.1%
Value ($000) $238 Shares 6,378 Est. Cost $16.87 Unrealized +6.7%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $235 Shares 3,520 Est. Cost $19.64 Unrealized 0.0%
RAYTHEON CO 0.1%
Value ($000) $234 Shares 2,373 Est. Cost $90.54 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $233 Shares 4,895 Est. Cost $16.17 Unrealized +9.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $218 Shares 1,747 Est. Cost $115.36 Unrealized +1.3%
HD HOME DEPOT INC 0.1%
Value ($000) $217 Shares 2,741 Est. Cost $57.92 Unrealized +4.0%
DHR DANAHER CORP DEL 0.1%
Value ($000) $214 Shares 2,850 Est. Cost $27.44 Unrealized +12.1%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $213 Shares 1,903 Est. Cost $91.29 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value ($000) $212 Shares 3,500 Est. Cost $46.39 Unrealized -10.2%
GOOGLE INC 0.1%
Value ($000) $208 Shares 187 Est. Cost $1112.30 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $205 Shares 2,107 Est. Cost $71.41 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $201 Shares 2,460 Est. Cost $62.13 Unrealized 0.0%
RED MTN RES INC 0.0%
Value ($000) $129 Shares 30,359 Est. Cost $4.25 Unrealized
ADVISORS DISCIPLINED TR 0.0%
Value ($000) $123 Shares 12,075 Est. Cost $10.10 Unrealized