Bank OZK
Annual return '25
+14.8%
SPY '25
+17.7%
Alpha
-2.9ptsvs SPY
Invested
$283.5M
Holdings
148
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Held since at least Q1 2024
5.3%
02
$LLY
ELI LILLY & CO
Held since at least Q1 2024
3.9%
03
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
3.8%
04
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
3.5%
05
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Held since at least Q1 2024
2.6%
06
$BAC
BANK OF AMER CORP
Q1 2026: New position (250.0k shares)
2.4%
07
$AMAT
APPLIED MATLS INC
Held since at least Q1 2024
2.4%
08
$PWR
QUANTA SVCS INC
Held since at least Q1 2024
2.3%
09
$ABBV
ABBVIE INC
Held since at least Q1 2024
1.9%
10
$JPM
JPMORGAN CHASE & CO
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:18 UTC.