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Portfolio (Quarterly) Guide ↗

ARKANSAS FINANCIAL GROUP, INC.

· CIK 0000764611
13F Portfolio $717M AUM 94 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 42 Added 25 Reduced 1 Exited
Page 4 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HMOP HARTFORD FDS EXCHANGE TRADED 20,223.0 $790K 0.11% +6K +39.3% $39.07 -0.0%
62 EMB ISHARES TR 7,755.0 $738K 0.10% $95.11 +1.7%
63 MSFT MICROSOFT CORP Technology 1,709.0 $640K 0.09% $374.33 +1.4%
64 IEMG ISHARES INC 8,039.0 $596K 0.08% -200.0 -2.4% $74.14 +15.5%
65 SPMD SPDR SERIES TRUST 9,635.0 $596K 0.08% -4K -28.1% $61.83 +7.7%
66 NSC NORFOLK SOUTHN CORP Industrials 2,006.0 $590K 0.08% -52.0 -2.5% $294.10 +2.0%
67 AMZN AMAZON COM INC Consumer Cyclical 2,573.0 $569K 0.08% $221.21 +10.5%
68 GRID FIRST TR EXCHANGE-TRADED FD 3,180.0 $556K 0.08% +1K +68.2% $174.71 +11.4%
69 CNP CENTERPOINT ENERGY INC Utilities 11,314.0 $494K 0.07% -100.0 -0.9% $43.68 -2.0%
70 VGLT VANGUARD SCOTTSDALE FDS 8,588.0 $477K 0.07% $55.50 -0.3%
71 RING ISHARES INC 5,613.0 $474K 0.07% +949.0 +20.4% $84.44 -15.5%
72 NVDA NVIDIA CORPORATION Technology 2,513.0 $458K 0.06% $182.08 +15.7%
73 IEI ISHARES TR 3,733.0 $442K 0.06% +71.0 +1.9% $118.49 -1.1%
74 USRT ISHARES TR 6,811.0 $418K 0.06% +165.0 +2.5% $61.41 +5.3%
75 OZK BANK OZK LITTLE ROCK ARK Financial Services 8,410.0 $399K 0.06% -3K -23.5% $47.49 +3.7%
76 JNJ JOHNSON & JOHNSON Healthcare 1,564.0 $377K 0.05% $241.30 -5.4%
77 IPAC ISHARES TR 4,534.0 $367K 0.05% +784.0 +20.9% $80.88 +3.7%
78 ABBV ABBVIE INC Healthcare 1,733.0 $367K 0.05% $211.54 +2.3%
79 SPLV INVESCO EXCH TRADED FD TR II 4,668.0 $348K 0.05% $74.61 -2.0%
80 ELD WISDOMTREE TR 11,925.0 $345K 0.05% +503.0 +4.4% $28.92 +0.2%
Page 4 of 5  ·  94 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 94.9%
Technology 2.1%
Consumer Defensive 0.8%
Consumer Cyclical 0.7%
Healthcare 0.5%
Industrials 0.4%
Utilities 0.3%
Energy 0.2%
Real Estate 0.1%