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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 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCD MCDONALDS CORP Consumer Cyclical 1,099.0 $337K 0.05% $307.01 -9.3%
82 VOO VANGUARD INDEX FDS 542.0 $337K 0.05% NEW $621.35 +10.7%
83 WEST WESTROCK COFFEE CO Consumer Defensive 66,126.0 $331K 0.05% $5.00 +80.6%
84 VGIT VANGUARD SCOTTSDALE FDS 5,396.0 $321K 0.04% +118.0 +2.2% $59.49 -1.1%
85 AKRE PROFESIONALLY MANAGED PORTFO 5,559.0 $297K 0.04% $53.35 -0.4%
86 AVGO BROADCOM INC Technology 837.0 $293K 0.04% $350.48 +17.4%
87 EMLC VANECK ETF TRUST 10,773.0 $277K 0.04% +2K +25.0% $25.69 -0.4%
88 XOM EXXON MOBIL CORP Energy 1,754.0 $274K 0.04% +10.0 +0.6% $156.22 -11.8%
89 AOA ISHARES TR 2,960.0 $271K 0.04% +74.0 +2.6% $91.49 +7.4%
90 HOMB HOME BANCSHARES INC Financial Services 9,127.0 $257K 0.04% $28.15 -1.8%
91 SHY ISHARES TR 2,861.0 $236K 0.03% +204.0 +7.7% $82.42 -0.5%
92 PSA PUBLIC STORAGE OPER CO Real Estate 766.0 $222K 0.03% NEW $290.00 +9.7%
93 VTI VANGUARD INDEX FDS 652.0 $218K 0.03% NEW $333.70 +10.9%
94 TSLA TESLA INC Consumer Cyclical 602.0 $206K 0.03% $342.97 +16.8%
Page 5 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%