Bank OZK Diversified Active

CIK: 0001569650 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 22, 2015

Total Value ($000): $262,620 (100.0% shares, 0.0% debt)

Holdings (115)

BANK OF THE OZARKS INC 46.5%
Value ($000) $122,092 Shares 2,790,028 Est. Cost $39.33 Unrealized
MUR MURPHY OIL CORP 8.1%
Value ($000) $21,290 Shares 879,753 Est. Cost $34.50 Unrealized -37.6%
MUSA MURPHY USA INC 4.6%
Value ($000) $11,972 Shares 217,869 Est. Cost $38.02 Unrealized +36.1%
T AT&T INC 1.6%
Value ($000) $4,091 Shares 125,558 Est. Cost $11.40 Unrealized +7.6%
DELTIC TIMBER CORP 1.5%
Value ($000) $3,974 Shares 66,451 Est. Cost $57.82 Unrealized
XOM EXXON MOBIL CORP 1.5%
Value ($000) $3,938 Shares 52,966 Est. Cost $54.09 Unrealized -9.3%
AAPL APPLE INC 1.3%
Value ($000) $3,474 Shares 31,501 Est. Cost $19.92 Unrealized +32.0%
USB US BANCORP DEL 1.2%
Value ($000) $3,112 Shares 75,877 Est. Cost $22.97 Unrealized +29.8%
BMY BRISTOL MYERS SQUIBB CO 1.2%
Value ($000) $3,098 Shares 52,324 Est. Cost $31.29 Unrealized +42.4%
VZ VERIZON COMMUNICATIONS IN 1.0%
Value ($000) $2,734 Shares 62,839 Est. Cost $26.91 Unrealized +0.4%
MO ALTRIA GROUP INC 1.0%
Value ($000) $2,727 Shares 50,121 Est. Cost $18.27 Unrealized +47.8%
GENERAL ELECTRIC CO 1.0%
Value ($000) $2,639 Shares 104,619 Est. Cost $23.74 Unrealized
MRK MERCK & CO INC NEW 1.0%
Value ($000) $2,495 Shares 50,518 Est. Cost $33.09 Unrealized +16.0%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $2,492 Shares 26,699 Est. Cost $61.68 Unrealized +17.5%
PEP PEPSICO INC 0.9%
Value ($000) $2,405 Shares 25,498 Est. Cost $57.08 Unrealized +21.8%
AMGN AMGEN INC 0.8%
Value ($000) $2,098 Shares 15,166 Est. Cost $86.53 Unrealized +34.3%
PFE PFIZER INC 0.7%
Value ($000) $1,955 Shares 62,249 Est. Cost $16.88 Unrealized +22.0%
INTC INTEL CORP 0.7%
Value ($000) $1,818 Shares 60,322 Est. Cost $17.65 Unrealized +28.2%
MSFT MICROSOFT CORP 0.7%
Value ($000) $1,808 Shares 40,844 Est. Cost $28.66 Unrealized +35.8%
BB&T CORP 0.7%
Value ($000) $1,726 Shares 48,476 Est. Cost $34.83 Unrealized
WMT WAL-MART STORES INC 0.6%
Value ($000) $1,655 Shares 25,529 Est. Cost $19.93 Unrealized -5.1%
MCK MCKESSON CORP 0.6%
Value ($000) $1,583 Shares 8,558 Est. Cost $145.65 Unrealized +34.3%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,578 Shares 20,011 Est. Cost $71.78 Unrealized -25.0%
CVS CVS HEALTH CORP 0.6%
Value ($000) $1,562 Shares 16,190 Est. Cost $48.04 Unrealized +61.9%
KO COCA COLA CO 0.5%
Value ($000) $1,442 Shares 35,959 Est. Cost $27.61 Unrealized +4.4%
LNC LINCOLN NATL CORP IND 0.5%
Value ($000) $1,374 Shares 28,953 Est. Cost $27.94 Unrealized +30.4%
FDX FEDEX CORP 0.5%
Value ($000) $1,347 Shares 9,361 Est. Cost $129.26 Unrealized +5.4%
KMI KINDER MORGAN INC DEL 0.5%
Value ($000) $1,331 Shares 48,071 Est. Cost $21.17 Unrealized -7.7%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $1,330 Shares 18,479 Est. Cost $41.70 Unrealized +13.1%
ABBV ABBVIE INC 0.5%
Value ($000) $1,296 Shares 23,825 Est. Cost $35.26 Unrealized +20.6%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $1,253 Shares 17,416 Est. Cost $55.88 Unrealized +0.8%
WFC WELLS FARGO & CO NEW 0.5%
Value ($000) $1,211 Shares 23,591 Est. Cost $31.11 Unrealized +32.0%
UNP UNION PAC CORP 0.4%
Value ($000) $1,136 Shares 12,853 Est. Cost $69.41 Unrealized +4.0%
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,117 Shares 23,295 Est. Cost $43.82 Unrealized -16.0%
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,078 Shares 11,386 Est. Cost $64.64 Unrealized +13.4%
TEVA TEVA PHARMACEUTICAL INDS 0.4%
Value ($000) $1,014 Shares 17,960 Est. Cost $47.87 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $950 Shares 9,292 Est. Cost $57.64 Unrealized +73.0%
ORCL ORACLE CORP 0.4%
Value ($000) $946 Shares 26,195 Est. Cost $28.91 Unrealized +13.9%
TJX TJX COS INC NEW 0.4%
Value ($000) $940 Shares 13,149 Est. Cost $29.21 Unrealized +3.9%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $929 Shares 4,479 Est. Cost $86.94 Unrealized +77.0%
LOW LOWES COS INC 0.4%
Value ($000) $920 Shares 13,350 Est. Cost $37.83 Unrealized +50.5%
ABT ABBOTT LABS 0.4%
Value ($000) $920 Shares 22,883 Est. Cost $30.78 Unrealized +26.1%
TMO THERMO FISHER SCIENTIFIC 0.3%
Value ($000) $916 Shares 7,489 Est. Cost $107.14 Unrealized +17.9%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $900 Shares 14,179 Est. Cost $45.49 Unrealized +12.8%
MA MASTERCARD INC 0.3%
Value ($000) $876 Shares 9,718 Est. Cost $85.35 Unrealized +3.5%
NUE NUCOR CORP 0.3%
Value ($000) $869 Shares 23,145 Est. Cost $34.86 Unrealized -3.8%
CSCO CISCO SYS INC 0.3%
Value ($000) $827 Shares 31,505 Est. Cost $20.32 Unrealized -3.7%
CBSH COMMERCE BANCSHARES INC 0.3%
Value ($000) $825 Shares 18,099 Est. Cost $21.75 Unrealized +25.6%
WALGREENS BOOTS ALLIANCE 0.3%
Value ($000) $802 Shares 9,652 Est. Cost $84.68 Unrealized
IBM INTERNATIONAL BUSINESS MA 0.3%
Value ($000) $758 Shares 5,230 Est. Cost $115.15 Unrealized -17.2%
QCOM QUALCOMM INC 0.3%
Value ($000) $756 Shares 14,079 Est. Cost $53.38 Unrealized -17.3%
MONSANTO CO NEW 0.3%
Value ($000) $718 Shares 8,407 Est. Cost $105.42 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $711 Shares 11,673 Est. Cost $42.84 Unrealized +15.8%
LLY LILLY ELI & CO 0.3%
Value ($000) $705 Shares 8,424 Est. Cost $41.41 Unrealized +70.2%
RY ROYAL BK CDA MONTREAL QUE 0.3%
Value ($000) $667 Shares 12,078 Est. Cost $62.39 Unrealized -8.7%
MCD MCDONALDS CORP 0.2%
Value ($000) $655 Shares 6,655 Est. Cost $71.47 Unrealized +5.4%
AFL AFLAC INC 0.2%
Value ($000) $651 Shares 11,195 Est. Cost $22.55 Unrealized +5.1%
SBUX STARBUCKS CORP 0.2%
Value ($000) $647 Shares 11,398 Est. Cost $40.49 Unrealized +11.9%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $637 Shares 11,194 Est. Cost $21.77 Unrealized +7.2%
SFNC SIMMONS 1ST NATL CORP 0.2%
Value ($000) $628 Shares 13,091 Est. Cost $18.87 Unrealized +21.4%
BAC BANK AMER CORP 0.2%
Value ($000) $607 Shares 38,909 Est. Cost $11.71 Unrealized +14.8%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $607 Shares 5,571 Est. Cost $62.84 Unrealized +23.1%
HD HOME DEPOT INC 0.2%
Value ($000) $594 Shares 5,142 Est. Cost $67.32 Unrealized +34.4%
EXPRESS SCRIPTS HLDG CO 0.2%
Value ($000) $571 Shares 7,049 Est. Cost $62.01 Unrealized
NKE NIKE INC 0.2%
Value ($000) $540 Shares 4,390 Est. Cost $44.24 Unrealized +12.1%
E M C CORP MASS 0.2%
Value ($000) $537 Shares 22,231 Est. Cost $25.53 Unrealized
DOW CHEM CO 0.2%
Value ($000) $530 Shares 12,490 Est. Cost $43.59 Unrealized
TARGET CORP 0.2%
Value ($000) $508 Shares 6,454 Est. Cost $78.71 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $504 Shares 11,277 Est. Cost $26.40 Unrealized +7.3%
IVZ INVESCO LTD 0.2%
Value ($000) $496 Shares 15,895 Est. Cost $19.42 Unrealized +14.8%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $495 Shares 4,272 Est. Cost $73.27 Unrealized +38.1%
MMM 3M CO 0.2%
Value ($000) $494 Shares 3,484 Est. Cost $68.81 Unrealized +27.2%
MET METLIFE INC 0.2%
Value ($000) $468 Shares 9,916 Est. Cost $31.03 Unrealized +6.0%
PRECISION CASTPARTS CORP 0.2%
Value ($000) $467 Shares 2,033 Est. Cost $228.00 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $457 Shares 6,816 Est. Cost $57.92 Unrealized -1.6%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $452 Shares 5,080 Est. Cost $98.58 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $447 Shares 2,318 Est. Cost $180.51 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $438 Shares 8,780 Est. Cost $32.39 Unrealized +26.1%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $433 Shares 6,139 Est. Cost $47.82 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $413 Shares 4,144 Est. Cost $65.14 Unrealized +24.8%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $412 Shares 6,005 Est. Cost $30.94 Unrealized +52.5%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $406 Shares 27,693 Est. Cost $14.74 Unrealized 0.0%
DHR DANAHER CORP DEL 0.2%
Value ($000) $406 Shares 4,770 Est. Cost $31.14 Unrealized +15.6%
BANCORPSOUTH INC 0.2%
Value ($000) $405 Shares 17,058 Est. Cost $17.70 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $397 Shares 4,017 Est. Cost $67.80 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $392 Shares 3,990 Est. Cost $61.27 Unrealized +36.8%
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $392 Shares 6,891 Est. Cost $28.73 Unrealized +33.8%
DHI D R HORTON INC 0.1%
Value ($000) $391 Shares 13,315 Est. Cost $19.87 Unrealized +32.2%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $383 Shares 5,290 Est. Cost $66.57 Unrealized 0.0%
PIEDMONT NAT GAS INC 0.1%
Value ($000) $359 Shares 8,952 Est. Cost $32.93 Unrealized
BA BOEING CO 0.1%
Value ($000) $347 Shares 2,648 Est. Cost $98.09 Unrealized +25.7%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $323 Shares 4,596 Est. Cost $37.96 Unrealized +18.4%
JBHT HUNT J B TRANS SVCS INC 0.1%
Value ($000) $322 Shares 4,520 Est. Cost $64.40 Unrealized +11.5%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $320 Shares 4,420 Est. Cost $56.60 Unrealized +18.0%
CSX CSX CORP 0.1%
Value ($000) $311 Shares 11,568 Est. Cost $9.84 Unrealized -14.9%
IJR ISHARES TR 0.1%
Value ($000) $294 Shares 2,757 Est. Cost $106.64 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $277 Shares 3,734 Est. Cost $73.55 Unrealized -9.9%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $275 Shares 5,705 Est. Cost $58.76 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $269 Shares 2,105 Est. Cost $62.54 Unrealized +57.3%
EFA ISHARES TR 0.1%
Value ($000) $266 Shares 4,645 Est. Cost $62.03 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $252 Shares 1,744 Est. Cost $91.32 Unrealized +31.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $237 Shares 4,060 Est. Cost $51.69 Unrealized -3.7%
DFGBX DFA INVT DIMENSIONS GROUP 0.1%
Value ($000) $237 Shares 21,340 Est. Cost $10.90 Unrealized
MYLAN N V 0.1%
Value ($000) $236 Shares 5,860 Est. Cost $59.36 Unrealized
DFGFX DFA INVT DIMENSIONS GROUP 0.1%
Value ($000) $234 Shares 23,509 Est. Cost $10.00 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $225 Shares 1,293 Est. Cost $129.48 Unrealized +22.7%
EZU ISHARES 0.1%
Value ($000) $220 Shares 6,406 Est. Cost $42.37 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $219 Shares 3,187 Est. Cost $61.42 Unrealized -4.1%
PPL PPL CORP 0.1%
Value ($000) $216 Shares 6,590 Est. Cost $16.44 Unrealized +19.7%
PRICELINE GRP INC 0.1%
Value ($000) $215 Shares 174 Est. Cost $1235.63 Unrealized
CHUBB CORP 0.1%
Value ($000) $207 Shares 1,687 Est. Cost $122.70 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $205 Shares 4,755 Est. Cost $16.25 Unrealized +7.8%
IWO ISHARES TR 0.1%
Value ($000) $205 Shares 1,527 Est. Cost $142.29 Unrealized
KR KROGER CO 0.1%
Value ($000) $201 Shares 5,572 Est. Cost $29.54 Unrealized +2.2%
RF REGIONS FINL CORP NEW 0.0%
Value ($000) $108 Shares 11,969 Est. Cost $6.84 Unrealized 0.0%