Bank Ozk Portfolio Holdings
Bank Ozk
- $270 Million
- Q3 2025
Bank Ozk has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $270 Million distributed in 262 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.6M, Microsoft Corp with a value of $14.7M, Nvidia Corp with a value of $11.5M, Eli Lilly & CO with a value of $9.38M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $6.62M.
Examining the 13F form we can see an increase of $21.9M in the current position value, from $248M to 270M.
Below you can find more details about Bank Ozk portfolio as well as his latest detailed transactions.
Portfolio value
$270 Million
Technology: $78.8 Million
Financial Services: $33.2 Million
Healthcare: $32.8 Million
ETFs: $22.2 Million
Industrials: $21 Million
Communication Services: $20.3 Million
Consumer Cyclical: $20 Million
Consumer Defensive: $17.2 Million
Other: $24.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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