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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 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EMLC VANECK ETF TRUST 12,722.0 $325K 0.04% +2K +18.1% $25.56 +0.6%
42 MCD MCDONALDS CORP Consumer Cyclical 1,109.0 $300K 0.04% +10.0 +0.9% $270.31 -0.4%
43 XOM EXXON MOBIL CORP Energy 1,865.0 $255K 0.03% +111.0 +6.3% $136.72 +21.5%
44 SHY ISHARES TR 2,915.0 $239K 0.03% +54.0 +1.9% $82.11 -0.1%
Page 3 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%