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Portfolio (Quarterly) Guide ↗

ARKANSAS FINANCIAL GROUP, INC.

· CIK 0000764611
13F Portfolio $768M AUM 97 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 44 Added 36 Reduced 1 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IHE ISHARES TR 23,489.0 $2.3M 0.30% +14K +160.7% $99.01 +6.8%
22 IGE ISHARES TR 29,175.0 $1.6M 0.21% +316.0 +1.1% $56.18 +17.2%
23 SCHF SCHWAB STRATEGIC TR 57,194.0 $1.6M 0.21% +4K +7.4% $27.70 +1.9%
24 USCI UNITED STS COMMODITY INDEX F Financial Services 15,955.0 $1.5M 0.19% +2K +17.3% $92.64 +14.6%
25 VGSH VANGUARD SCOTTSDALE FDS 22,848.0 $1.3M 0.17% +240.0 +1.1% $58.20 -0.1%
26 HMOP HARTFORD FDS EXCHANGE TRADED 33,375.0 $1.3M 0.17% +13K +65.0% $39.15 -1.2%
27 WEST WESTROCK COFFEE CO Consumer Defensive 127,483.0 $1.0M 0.14% +61K +92.8% $8.11 +2.2%
28 IEUR ISHARES TR 13,396.0 $1.0M 0.13% +590.0 +4.6% $75.17 +3.5%
29 JPM JPMORGAN CHASE & CO Financial Services 2,667.0 $873K 0.11% +30.0 +1.1% $327.35 +7.4%
30 GRID FIRST TR EXCHANGE-TRADED FD 4,105.0 $787K 0.10% +925.0 +29.1% $191.75 -5.5%
31 MSFT MICROSOFT CORP Technology 2,022.0 $754K 0.10% +313.0 +18.3% $373.02 +29.0%
32 IEMG ISHARES INC 8,280.0 $686K 0.09% +241.0 +3.0% $82.84 -2.2%
33 AMZN AMAZON COM INC Consumer Cyclical 2,658.0 $633K 0.08% +85.0 +3.3% $238.30 +9.2%
34 NVDA NVIDIA CORPORATION Technology 2,649.0 $530K 0.07% +136.0 +5.4% $200.09 +8.4%
35 VGLT VANGUARD SCOTTSDALE FDS 8,898.0 $491K 0.06% +310.0 +3.6% $55.18 -4.1%
36 JNJ JOHNSON & JOHNSON Healthcare 1,882.0 $478K 0.06% +318.0 +20.3% $253.97 +5.3%
37 RING ISHARES INC 7,302.0 $472K 0.06% +2K +30.1% $64.60 +35.8%
38 IPAC ISHARES TR 5,045.0 $413K 0.05% +511.0 +11.3% $81.93 +3.0%
39 AVGO BROADCOM INC Technology 866.0 $327K 0.04% +29.0 +3.5% $377.60 -3.6%
40 VGIT VANGUARD SCOTTSDALE FDS 5,542.0 $327K 0.04% +146.0 +2.7% $58.98 -1.0%
Page 2 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 94.3%
Technology 2.3%
Consumer Defensive 1.1%
Healthcare 0.7%
Consumer Cyclical 0.6%
Industrials 0.3%
Utilities 0.2%
Communication Services 0.1%
Energy 0.1%
Real Estate 0.1%