Bank Ozk has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $230 Million distributed in 259 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.6M, Microsoft Corp with a value of $10.6M, Eli Lilly & CO with a value of $9.86M, Nvidia Corp with a value of $6.42M, and Abb Vie Inc. with a value of $5.66M.
Examining the 13F form we can see an decrease of $538K in the current position value, from $231M to 230M.
Below you can find more details about Bank Ozk portfolio as well as his latest detailed transactions.
Portfolio value
$230 Million
Technology: $56.9 Million
Healthcare: $33.9 Million
Financial Services: $28.3 Million
ETFs: $19.4 Million
Consumer Cyclical: $18 Million
Consumer Defensive: $17.2 Million
Industrials: $16.8 Million
Communication Services: $16.5 Million
Other: $23.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
