Bank OZK Diversified Active

CIK: 0001569650 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 5, 2015

Total Value ($000): $289,326 (100.0% shares, 0.0% debt)

Holdings (117)

BANK OF THE OZARKS INC 44.1%
Value ($000) $127,643 Shares 2,789,998 Est. Cost $39.33 Unrealized
MUR MURPHY OIL CORP 12.6%
Value ($000) $36,571 Shares 879,753 Est. Cost $34.50 Unrealized -11.9%
MUSA MURPHY USA INC 4.2%
Value ($000) $12,162 Shares 217,869 Est. Cost $38.02 Unrealized +60.5%
DELTIC TIMBER CORP 1.6%
Value ($000) $4,495 Shares 66,451 Est. Cost $57.82 Unrealized
XOM EXXON MOBIL CORP 1.5%
Value ($000) $4,281 Shares 51,453 Est. Cost $54.24 Unrealized +0.1%
T AT&T INC 1.4%
Value ($000) $4,086 Shares 115,037 Est. Cost $11.32 Unrealized +7.9%
BMY BRISTOL MYERS SQUIBB CO 1.2%
Value ($000) $3,493 Shares 52,500 Est. Cost $31.29 Unrealized +47.0%
AAPL APPLE INC 1.2%
Value ($000) $3,380 Shares 26,954 Est. Cost $18.85 Unrealized +51.5%
USB US BANCORP DEL 1.1%
Value ($000) $3,258 Shares 75,077 Est. Cost $22.89 Unrealized +30.6%
VZ VERIZON COMMUNICATIONS IN 1.0%
Value ($000) $2,976 Shares 63,843 Est. Cost $26.91 Unrealized +5.2%
GENERAL ELECTRIC CO 0.9%
Value ($000) $2,699 Shares 101,570 Est. Cost $23.69 Unrealized
MRK MERCK & CO INC NEW 0.9%
Value ($000) $2,698 Shares 47,398 Est. Cost $32.74 Unrealized +22.9%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $2,673 Shares 27,429 Est. Cost $61.68 Unrealized +20.8%
PEP PEPSICO INC 0.8%
Value ($000) $2,326 Shares 24,924 Est. Cost $56.80 Unrealized +22.0%
MO ALTRIA GROUP INC 0.8%
Value ($000) $2,287 Shares 46,753 Est. Cost $17.64 Unrealized +43.2%
AMGN AMGEN INC 0.8%
Value ($000) $2,221 Shares 14,468 Est. Cost $85.10 Unrealized +38.2%
PFE PFIZER INC 0.7%
Value ($000) $1,992 Shares 59,436 Est. Cost $16.71 Unrealized +24.4%
BB&T CORP 0.7%
Value ($000) $1,970 Shares 48,874 Est. Cost $34.83 Unrealized
CVX CHEVRON CORP NEW 0.7%
Value ($000) $1,894 Shares 19,634 Est. Cost $72.13 Unrealized -7.9%
WMT WAL-MART STORES INC 0.6%
Value ($000) $1,840 Shares 25,939 Est. Cost $19.93 Unrealized +4.8%
INTC INTEL CORP 0.6%
Value ($000) $1,764 Shares 57,991 Est. Cost $17.45 Unrealized +43.8%
LNC LINCOLN NATL CORP IND 0.6%
Value ($000) $1,715 Shares 28,953 Est. Cost $27.94 Unrealized +41.9%
MSFT MICROSOFT CORP 0.6%
Value ($000) $1,668 Shares 37,762 Est. Cost $27.82 Unrealized +41.2%
KMI KINDER MORGAN INC DEL 0.6%
Value ($000) $1,605 Shares 41,812 Est. Cost $21.41 Unrealized +13.6%
CVS CVS HEALTH CORP 0.5%
Value ($000) $1,498 Shares 14,288 Est. Cost $44.08 Unrealized +70.7%
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,455 Shares 23,685 Est. Cost $43.82 Unrealized +5.9%
MCK MCKESSON CORP 0.5%
Value ($000) $1,454 Shares 6,466 Est. Cost $129.49 Unrealized +64.6%
ABBV ABBVIE INC 0.5%
Value ($000) $1,419 Shares 21,122 Est. Cost $34.33 Unrealized +23.3%
KO COCA COLA CO 0.5%
Value ($000) $1,398 Shares 35,634 Est. Cost $27.61 Unrealized +5.2%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $1,386 Shares 17,710 Est. Cost $55.88 Unrealized +7.3%
FDX FEDEX CORP 0.5%
Value ($000) $1,316 Shares 7,722 Est. Cost $127.77 Unrealized +16.1%
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $1,263 Shares 22,451 Est. Cost $30.60 Unrealized +35.2%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $1,248 Shares 17,668 Est. Cost $41.45 Unrealized +17.5%
NUE NUCOR CORP 0.4%
Value ($000) $1,240 Shares 28,125 Est. Cost $34.86 Unrealized +6.8%
UNP UNION PAC CORP 0.4%
Value ($000) $1,224 Shares 12,832 Est. Cost $69.41 Unrealized +18.1%
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,116 Shares 10,945 Est. Cost $64.29 Unrealized +16.3%
DIS DISNEY WALT CO 0.4%
Value ($000) $1,049 Shares 9,195 Est. Cost $57.19 Unrealized +74.8%
IBM INTERNATIONAL BUSINESS MA 0.3%
Value ($000) $1,012 Shares 6,224 Est. Cost $115.15 Unrealized -10.6%
ABT ABBOTT LABS 0.3%
Value ($000) $1,008 Shares 20,542 Est. Cost $29.87 Unrealized +31.7%
TEVA TEVA PHARMACEUTICAL INDS 0.3%
Value ($000) $1,004 Shares 16,975 Est. Cost $47.37 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $987 Shares 24,486 Est. Cost $28.63 Unrealized +29.3%
TMO THERMO FISHER SCIENTIFIC 0.3%
Value ($000) $976 Shares 7,519 Est. Cost $107.14 Unrealized +17.9%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $949 Shares 14,501 Est. Cost $45.49 Unrealized +16.5%
QCOM QUALCOMM INC 0.3%
Value ($000) $946 Shares 15,094 Est. Cost $53.38 Unrealized -5.7%
MONSANTO CO NEW 0.3%
Value ($000) $925 Shares 8,679 Est. Cost $105.42 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $860 Shares 4,627 Est. Cost $86.94 Unrealized +66.3%
CBSH COMMERCE BANCSHARES INC 0.3%
Value ($000) $846 Shares 18,099 Est. Cost $21.75 Unrealized +20.8%
LOW LOWES COS INC 0.3%
Value ($000) $840 Shares 12,540 Est. Cost $36.59 Unrealized +60.7%
WALGREENS BOOTS ALLIANCE 0.3%
Value ($000) $808 Shares 9,577 Est. Cost $84.68 Unrealized
DIRECTV 0.3%
Value ($000) $785 Shares 8,457 Est. Cost $60.05 Unrealized
E M C CORP MASS 0.3%
Value ($000) $751 Shares 28,456 Est. Cost $25.53 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $740 Shares 10,924 Est. Cost $42.38 Unrealized +15.9%
RY ROYAL BK CDA MONTREAL QUE 0.3%
Value ($000) $739 Shares 12,078 Est. Cost $62.39 Unrealized +3.2%
LLY LILLY ELI & CO 0.3%
Value ($000) $731 Shares 8,750 Est. Cost $41.41 Unrealized +52.6%
AFL AFLAC INC 0.2%
Value ($000) $698 Shares 11,220 Est. Cost $22.55 Unrealized +9.2%
DOW CHEM CO 0.2%
Value ($000) $688 Shares 13,440 Est. Cost $43.59 Unrealized
TJX TJX COS INC NEW 0.2%
Value ($000) $684 Shares 10,334 Est. Cost $28.91 Unrealized -0.8%
BAC BANK AMER CORP 0.2%
Value ($000) $660 Shares 38,809 Est. Cost $11.71 Unrealized +12.2%
MCD MCDONALDS CORP 0.2%
Value ($000) $636 Shares 6,690 Est. Cost $71.47 Unrealized +3.8%
EXPRESS SCRIPTS HLDG CO 0.2%
Value ($000) $632 Shares 7,110 Est. Cost $62.01 Unrealized
DHI D R HORTON INC 0.2%
Value ($000) $615 Shares 22,490 Est. Cost $19.87 Unrealized +20.3%
CSCO CISCO SYS INC 0.2%
Value ($000) $610 Shares 22,200 Est. Cost $20.63 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $582 Shares 5,491 Est. Cost $62.63 Unrealized +21.1%
SFNC SIMMONS 1ST NATL CORP 0.2%
Value ($000) $540 Shares 11,577 Est. Cost $18.35 Unrealized +21.1%
IVZ INVESCO LTD 0.2%
Value ($000) $540 Shares 14,415 Est. Cost $19.12 Unrealized +30.3%
MMM 3M CO 0.2%
Value ($000) $539 Shares 3,494 Est. Cost $68.81 Unrealized +37.8%
KRAFT FOODS GROUP INC 0.2%
Value ($000) $525 Shares 6,171 Est. Cost $54.06 Unrealized
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $518 Shares 4,668 Est. Cost $99.43 Unrealized
MET METLIFE INC 0.2%
Value ($000) $481 Shares 8,597 Est. Cost $30.75 Unrealized +7.7%
SBUX STARBUCKS CORP 0.2%
Value ($000) $478 Shares 8,930 Est. Cost $39.16 Unrealized +4.5%
IVV ISHARES TR 0.2%
Value ($000) $460 Shares 2,222 Est. Cost $179.98 Unrealized
DFGBX DFA INVT DIMENSIONS GROUP 0.2%
Value ($000) $456 Shares 41,548 Est. Cost $10.90 Unrealized
DFGFX DFA INVT DIMENSIONS GROUP 0.2%
Value ($000) $456 Shares 45,902 Est. Cost $10.00 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $454 Shares 10,834 Est. Cost $26.32 Unrealized +5.6%
BANCORPSOUTH INC 0.2%
Value ($000) $439 Shares 17,058 Est. Cost $17.70 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $433 Shares 4,470 Est. Cost $61.27 Unrealized +31.7%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $431 Shares 6,070 Est. Cost $30.94 Unrealized +41.1%
MA MASTERCARD INC 0.1%
Value ($000) $416 Shares 4,455 Est. Cost $81.87 Unrealized +5.2%
HD HOME DEPOT INC 0.1%
Value ($000) $415 Shares 3,735 Est. Cost $58.61 Unrealized +48.6%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $414 Shares 6,889 Est. Cost $20.78 Unrealized +10.6%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $410 Shares 8,840 Est. Cost $32.39 Unrealized +26.3%
PRECISION CASTPARTS CORP 0.1%
Value ($000) $406 Shares 2,033 Est. Cost $228.00 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.1%
Value ($000) $400 Shares 4,870 Est. Cost $64.40 Unrealized +22.1%
MDT MEDTRONIC PLC 0.1%
Value ($000) $400 Shares 5,396 Est. Cost $58.16 Unrealized +1.1%
MYLAN N V 0.1%
Value ($000) $397 Shares 5,860 Est. Cost $59.36 Unrealized
PPL PPL CORP 0.1%
Value ($000) $393 Shares 13,332 Est. Cost $16.44 Unrealized +18.1%
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $389 Shares 7,344 Est. Cost $28.73 Unrealized +32.3%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $388 Shares 4,015 Est. Cost $64.62 Unrealized +25.2%
PIEDMONT NAT GAS INC 0.1%
Value ($000) $387 Shares 10,954 Est. Cost $32.93 Unrealized
BWA BORGWARNER INC 0.1%
Value ($000) $386 Shares 6,784 Est. Cost $37.50 Unrealized +21.1%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $384 Shares 3,140 Est. Cost $63.20 Unrealized +57.6%
DHR DANAHER CORP DEL 0.1%
Value ($000) $376 Shares 4,390 Est. Cost $30.72 Unrealized +13.5%
CSX CSX CORP 0.1%
Value ($000) $375 Shares 11,500 Est. Cost $9.84 Unrealized -0.1%
BROADCOM CORP 0.1%
Value ($000) $371 Shares 7,214 Est. Cost $38.21 Unrealized
NKE NIKE INC 0.1%
Value ($000) $364 Shares 3,370 Est. Cost $42.62 Unrealized +5.1%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $345 Shares 4,435 Est. Cost $56.60 Unrealized +16.3%
HCP INC 0.1%
Value ($000) $344 Shares 9,410 Est. Cost $38.82 Unrealized
DU PONT E I DE NEMOURS & 0.1%
Value ($000) $331 Shares 5,175 Est. Cost $59.84 Unrealized
BA BOEING CO 0.1%
Value ($000) $326 Shares 2,348 Est. Cost $94.86 Unrealized +35.8%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $321 Shares 4,796 Est. Cost $37.96 Unrealized +17.5%
EOG EOG RES INC 0.1%
Value ($000) $317 Shares 3,613 Est. Cost $74.35 Unrealized -8.8%
TRANSCANADA CORP 0.1%
Value ($000) $307 Shares 7,580 Est. Cost $44.24 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $290 Shares 2,115 Est. Cost $62.54 Unrealized +67.7%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $283 Shares 3,644 Est. Cost $73.73 Unrealized -7.7%
APACHE CORP 0.1%
Value ($000) $277 Shares 4,800 Est. Cost $80.26 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $272 Shares 2,015 Est. Cost $91.32 Unrealized +31.7%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $267 Shares 1,279 Est. Cost $129.16 Unrealized +27.4%
ALL ALLSTATE CORP 0.1%
Value ($000) $264 Shares 4,075 Est. Cost $51.69 Unrealized +5.1%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $259 Shares 3,011 Est. Cost $61.56 Unrealized +8.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $253 Shares 2,165 Est. Cost $54.08 Unrealized +40.5%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $243 Shares 1,719 Est. Cost $94.73 Unrealized +23.9%
EZU ISHARES 0.1%
Value ($000) $240 Shares 6,406 Est. Cost $42.37 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $235 Shares 1,518 Est. Cost $142.29 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $224 Shares 3,525 Est. Cost $63.55 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $217 Shares 3,967 Est. Cost $53.49 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $213 Shares 4,490 Est. Cost $16.17 Unrealized +21.2%
KR KROGER CO 0.1%
Value ($000) $202 Shares 2,786 Est. Cost $28.91 Unrealized +2.1%