Bank OZK Diversified Active

CIK: 0001569650 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 14, 2014

Total Value ($000): $269,075 (100.0% shares, 0.0% debt)

Holdings (123)

BANK OF THE OZARKS INC 36.3%
Value ($000) $97,722 Shares 3,100,317 Est. Cost $39.33 Unrealized
MUR MURPHY OIL CORP 18.6%
Value ($000) $50,004 Shares 878,641 Est. Cost $34.50 Unrealized +17.4%
MUSA MURPHY USA INC 4.3%
Value ($000) $11,560 Shares 217,869 Est. Cost $38.02 Unrealized +32.2%
XOM EXXON MOBIL CORP 1.7%
Value ($000) $4,653 Shares 49,468 Est. Cost $54.14 Unrealized +13.6%
DELTIC TIMBER CORP 1.5%
Value ($000) $4,142 Shares 66,451 Est. Cost $57.82 Unrealized
T AT&T INC 1.3%
Value ($000) $3,507 Shares 99,505 Est. Cost $11.25 Unrealized +5.8%
USB US BANCORP DEL 1.2%
Value ($000) $3,244 Shares 77,538 Est. Cost $22.78 Unrealized +24.7%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $3,027 Shares 28,403 Est. Cost $61.68 Unrealized +22.5%
GENERAL ELECTRIC CO 1.1%
Value ($000) $3,000 Shares 117,131 Est. Cost $23.68 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $2,765 Shares 55,308 Est. Cost $26.81 Unrealized +3.7%
AAPL APPLE INC 0.9%
Value ($000) $2,481 Shares 24,626 Est. Cost $18.27 Unrealized +18.4%
BMY BRISTOL MYERS SQUIBB CO 0.9%
Value ($000) $2,382 Shares 46,547 Est. Cost $30.13 Unrealized +13.5%
PEP PEPSICO INC 0.9%
Value ($000) $2,380 Shares 25,562 Est. Cost $56.80 Unrealized +14.2%
WMT WAL-MART STORES INC 0.8%
Value ($000) $2,248 Shares 29,394 Est. Cost $19.93 Unrealized +1.9%
INTC INTEL CORP 0.8%
Value ($000) $2,216 Shares 63,622 Est. Cost $17.13 Unrealized +50.3%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $2,155 Shares 18,055 Est. Cost $72.56 Unrealized +8.2%
MRK MERCK & CO INC NEW 0.8%
Value ($000) $2,139 Shares 36,084 Est. Cost $30.53 Unrealized +29.0%
KO COCA COLA CO 0.7%
Value ($000) $1,941 Shares 45,509 Est. Cost $27.61 Unrealized +4.5%
MO ALTRIA GROUP INC 0.7%
Value ($000) $1,928 Shares 41,985 Est. Cost $16.83 Unrealized +22.9%
MSFT MICROSOFT CORP 0.7%
Value ($000) $1,852 Shares 39,942 Est. Cost $27.13 Unrealized +38.8%
LNC LINCOLN NATL CORP IND 0.7%
Value ($000) $1,752 Shares 32,697 Est. Cost $27.94 Unrealized +27.5%
AMGN AMGEN INC 0.6%
Value ($000) $1,710 Shares 12,168 Est. Cost $78.70 Unrealized +20.1%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $1,687 Shares 8,889 Est. Cost $115.15 Unrealized -0.7%
PFE PFIZER INC 0.6%
Value ($000) $1,607 Shares 54,340 Est. Cost $16.46 Unrealized +6.0%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $1,553 Shares 18,553 Est. Cost $55.88 Unrealized +6.9%
COP CONOCOPHILLIPS 0.6%
Value ($000) $1,514 Shares 19,791 Est. Cost $43.32 Unrealized +30.9%
DUK DUKE ENERGY CORP NEW 0.6%
Value ($000) $1,509 Shares 20,179 Est. Cost $41.32 Unrealized +10.5%
BB&T CORP 0.6%
Value ($000) $1,485 Shares 39,923 Est. Cost $33.75 Unrealized
NUE NUCOR CORP 0.5%
Value ($000) $1,400 Shares 25,783 Est. Cost $34.71 Unrealized +15.3%
MCK MCKESSON CORP 0.5%
Value ($000) $1,306 Shares 6,713 Est. Cost $128.55 Unrealized +37.6%
QCOM QUALCOMM INC 0.5%
Value ($000) $1,269 Shares 16,974 Est. Cost $53.38 Unrealized +3.8%
UNP UNION PAC CORP 0.4%
Value ($000) $1,204 Shares 11,104 Est. Cost $66.92 Unrealized +20.0%
CVS CVS HEALTH CORP 0.4%
Value ($000) $1,184 Shares 14,871 Est. Cost $43.40 Unrealized +32.4%
ORCL ORACLE CORP 0.4%
Value ($000) $1,122 Shares 29,319 Est. Cost $28.31 Unrealized +20.9%
RY ROYAL BK CDA MONTREAL QUE 0.4%
Value ($000) $1,110 Shares 15,533 Est. Cost $62.39 Unrealized +18.0%
MONSANTO CO NEW 0.4%
Value ($000) $1,090 Shares 9,683 Est. Cost $105.42 Unrealized
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $1,069 Shares 20,601 Est. Cost $29.85 Unrealized +25.3%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,012 Shares 15,515 Est. Cost $45.49 Unrealized +11.4%
LOW LOWES COS INC 0.4%
Value ($000) $942 Shares 17,805 Est. Cost $36.59 Unrealized +12.6%
DIS DISNEY WALT CO 0.3%
Value ($000) $903 Shares 10,139 Est. Cost $57.19 Unrealized +38.7%
MCD MCDONALDS CORP 0.3%
Value ($000) $886 Shares 9,345 Est. Cost $71.57 Unrealized -0.5%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $869 Shares 4,753 Est. Cost $86.94 Unrealized +43.6%
DIRECTV 0.3%
Value ($000) $848 Shares 9,811 Est. Cost $60.05 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $843 Shares 9,046 Est. Cost $61.82 Unrealized +8.5%
ABT ABBOTT LABS 0.3%
Value ($000) $823 Shares 19,804 Est. Cost $29.50 Unrealized +15.6%
CBSH COMMERCE BANCSHARES INC 0.3%
Value ($000) $770 Shares 17,238 Est. Cost $21.59 Unrealized +17.9%
AFL AFLAC INC 0.3%
Value ($000) $767 Shares 13,179 Est. Cost $22.55 Unrealized +3.0%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.3%
Value ($000) $759 Shares 14,125 Est. Cost $44.84 Unrealized
E M C CORP MASS 0.3%
Value ($000) $756 Shares 25,844 Est. Cost $25.52 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $714 Shares 6,645 Est. Cost $62.63 Unrealized +13.1%
BAKER HUGHES INC 0.3%
Value ($000) $694 Shares 10,670 Est. Cost $51.09 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $691 Shares 18,006 Est. Cost $19.38 Unrealized +10.5%
ABBV ABBVIE INC 0.3%
Value ($000) $682 Shares 11,796 Est. Cost $29.75 Unrealized +18.2%
IVZ INVESCO LTD 0.2%
Value ($000) $658 Shares 16,660 Est. Cost $19.12 Unrealized +25.5%
WALGREEN CO 0.2%
Value ($000) $615 Shares 10,375 Est. Cost $63.68 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $606 Shares 9,345 Est. Cost $41.41 Unrealized +24.1%
EXPRESS SCRIPTS HLDG CO 0.2%
Value ($000) $605 Shares 8,557 Est. Cost $62.01 Unrealized
MYLAN INC 0.2%
Value ($000) $598 Shares 13,139 Est. Cost $38.40 Unrealized
BAC BANK AMER CORP 0.2%
Value ($000) $597 Shares 35,015 Est. Cost $11.36 Unrealized +10.7%
FLR FLUOR CORP NEW 0.2%
Value ($000) $573 Shares 8,576 Est. Cost $57.29 Unrealized +14.6%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $573 Shares 7,052 Est. Cost $61.27 Unrealized +7.9%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $562 Shares 11,827 Est. Cost $32.39 Unrealized +12.5%
PRECISION CASTPARTS CORP 0.2%
Value ($000) $560 Shares 2,364 Est. Cost $228.00 Unrealized
FMC TECHNOLOGIES INC 0.2%
Value ($000) $550 Shares 10,130 Est. Cost $54.98 Unrealized
DFGBX DFA INVT DIMENSIONS GROUP IN 0.2%
Value ($000) $537 Shares 48,867 Est. Cost $10.90 Unrealized
DFGFX DFA INVT DIMENSIONS GROUP IN 0.2%
Value ($000) $536 Shares 53,625 Est. Cost $10.00 Unrealized
DHI D R HORTON INC 0.2%
Value ($000) $532 Shares 25,920 Est. Cost $19.87 Unrealized -2.2%
DOW CHEM CO 0.2%
Value ($000) $527 Shares 10,050 Est. Cost $42.24 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $527 Shares 12,086 Est. Cost $26.32 Unrealized +3.0%
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $518 Shares 7,215 Est. Cost $58.85 Unrealized
MMM 3M CO 0.2%
Value ($000) $510 Shares 3,598 Est. Cost $68.49 Unrealized +21.9%
PNR PENTAIR PLC 0.2%
Value ($000) $507 Shares 7,742 Est. Cost $41.76 Unrealized -8.8%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $502 Shares 4,751 Est. Cost $99.05 Unrealized
PPL PPL CORP 0.2%
Value ($000) $463 Shares 14,100 Est. Cost $16.44 Unrealized +14.3%
JBHT HUNT J B TRANS SVCS INC 0.2%
Value ($000) $459 Shares 6,196 Est. Cost $64.12 Unrealized +6.1%
MET METLIFE INC 0.2%
Value ($000) $446 Shares 8,308 Est. Cost $30.63 Unrealized +8.7%
AEP AMERICAN ELEC PWR INC 0.2%
Value ($000) $435 Shares 8,314 Est. Cost $28.73 Unrealized +22.9%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $417 Shares 8,110 Est. Cost $30.94 Unrealized -2.1%
BWA BORGWARNER INC 0.2%
Value ($000) $408 Shares 7,755 Est. Cost $37.50 Unrealized +23.6%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $402 Shares 3,305 Est. Cost $85.51 Unrealized +37.2%
DHR DANAHER CORP DEL 0.1%
Value ($000) $402 Shares 5,290 Est. Cost $29.16 Unrealized +6.9%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $391 Shares 6,492 Est. Cost $39.75 Unrealized +8.5%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $388 Shares 4,132 Est. Cost $64.00 Unrealized +13.3%
APACHE CORP 0.1%
Value ($000) $387 Shares 4,125 Est. Cost $83.87 Unrealized
TRANSCANADA CORP 0.1%
Value ($000) $387 Shares 7,508 Est. Cost $44.17 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $386 Shares 2,395 Est. Cost $82.35 Unrealized +56.7%
KRAFT FOODS GROUP INC 0.1%
Value ($000) $385 Shares 6,825 Est. Cost $52.71 Unrealized
HCP INC 0.1%
Value ($000) $380 Shares 9,580 Est. Cost $38.82 Unrealized
PIEDMONT NAT GAS INC 0.1%
Value ($000) $369 Shares 11,014 Est. Cost $32.93 Unrealized
CTBI COMMUNITY TR BANCORP INC 0.1%
Value ($000) $369 Shares 10,980 Est. Cost $22.59 Unrealized +1.1%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $362 Shares 5,236 Est. Cost $36.82 Unrealized +15.8%
HD HOME DEPOT INC 0.1%
Value ($000) $345 Shares 3,760 Est. Cost $58.61 Unrealized +12.2%
BANCORPSOUTH INC 0.1%
Value ($000) $344 Shares 17,058 Est. Cost $17.70 Unrealized
MOS MOSAIC CO NEW 0.1%
Value ($000) $339 Shares 7,638 Est. Cost $36.36 Unrealized +2.9%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $339 Shares 3,177 Est. Cost $54.08 Unrealized +25.8%
ALPS ETF TR 0.1%
Value ($000) $338 Shares 17,645 Est. Cost $18.15 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $326 Shares 6,054 Est. Cost $19.85 Unrealized +6.7%
EZU ISHARES 0.1%
Value ($000) $323 Shares 8,378 Est. Cost $42.37 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $322 Shares 1,625 Est. Cost $169.08 Unrealized
CONTINENTAL RESOURCES INC 0.1%
Value ($000) $321 Shares 4,830 Est. Cost $112.46 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $321 Shares 3,160 Est. Cost $79.49 Unrealized 0.0%
MEDTRONIC INC 0.1%
Value ($000) $303 Shares 4,905 Est. Cost $54.03 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $288 Shares 2,576 Est. Cost $72.33 Unrealized +14.2%
RYDEX ETF TRUST 0.1%
Value ($000) $288 Shares 3,730 Est. Cost $77.17 Unrealized
MAT MATTEL INC 0.1%
Value ($000) $286 Shares 9,336 Est. Cost $42.87 Unrealized -17.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $282 Shares 3,260 Est. Cost $63.20 Unrealized +11.3%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $281 Shares 2,155 Est. Cost $62.54 Unrealized +47.8%
BMO BANK MONTREAL QUE 0.1%
Value ($000) $279 Shares 3,788 Est. Cost $38.55 Unrealized +23.1%
BA BOEING CO 0.1%
Value ($000) $274 Shares 2,148 Est. Cost $93.39 Unrealized +17.0%
BROADCOM CORP 0.1%
Value ($000) $256 Shares 6,334 Est. Cost $37.27 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $255 Shares 2,036 Est. Cost $91.32 Unrealized +6.4%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $249 Shares 2,844 Est. Cost $75.50 Unrealized +1.3%
SFNC SIMMONS 1ST NATL CORP 0.1%
Value ($000) $246 Shares 6,378 Est. Cost $16.87 Unrealized +17.6%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $239 Shares 3,088 Est. Cost $19.64 Unrealized +22.6%
GS 1GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $236 Shares 1,283 Est. Cost $128.71 Unrealized +9.2%
SPECTRA ENERGY CORP 0.1%
Value ($000) $225 Shares 5,712 Est. Cost $42.32 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $222 Shares 4,701 Est. Cost $16.17 Unrealized +16.7%
CELGENE CORP 0.1%
Value ($000) $218 Shares 2,298 Est. Cost $94.87 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $208 Shares 5,172 Est. Cost $78.06 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $206 Shares 3,300 Est. Cost $49.13 Unrealized -2.8%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $205 Shares 1,800 Est. Cost $94.73 Unrealized +1.0%
UBS AG JERSEY BRH 0.1%
Value ($000) $204 Shares 4,456 Est. Cost $45.78 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $202 Shares 2,039 Est. Cost $79.33 Unrealized 0.0%