Bank Ozk has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $248 Million distributed in 264 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14M, Apple Inc. with a value of $12.4M, Eli Lilly & CO with a value of $9.34M, Nvidia Corp with a value of $9.21M, and Mastercard Inc with a value of $5.64M.
Examining the 13F form we can see an increase of $18M in the current position value, from $230M to 248M.
Below you can find more details about Bank Ozk portfolio as well as his latest detailed transactions.
Portfolio value
$248 Million
Technology: $67.4 Million
Healthcare: $30.9 Million
Financial Services: $30.9 Million
ETFs: $20.8 Million
Industrials: $19.9 Million
Communication Services: $18.7 Million
Consumer Cyclical: $18.6 Million
Consumer Defensive: $17.2 Million
Other: $23.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
