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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LLY ELI LILLY & CO Healthcare 366.0 $439K 0.06% NEW $1199.43 +6.1%
2 GOOGL ALPHABET INC Communication Services 647.0 $231K 0.03% NEW $357.37 -5.2%
3 IBM INTERNATIONAL BUSINESS MACHS Technology 776.0 $218K 0.03% NEW $281.21 -15.6%
4 VTV VANGUARD INDEX FDS 969.0 $211K 0.03% NEW $217.97 +4.0%

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%