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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 5 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VOO VANGUARD INDEX FDS 542.0 $372K 0.05% $686.89 +2.9%
82 SPLV INVESCO EXCH TRADED FD TR II 4,668.0 $350K 0.05% $74.90 +1.4%
83 AVGO BROADCOM INC Technology 866.0 $327K 0.04% +29.0 +3.5% $377.60 -4.0%
84 VGIT VANGUARD SCOTTSDALE FDS 5,542.0 $327K 0.04% +146.0 +2.7% $58.98 -0.7%
85 EMLC VANECK ETF TRUST 12,722.0 $325K 0.04% +2K +18.1% $25.56 +1.0%
86 ELD WISDOMTREE TR 11,231.0 $322K 0.04% -694.0 -5.8% $28.70 +1.2%
87 MCD MCDONALDS CORP Consumer Cyclical 1,109.0 $300K 0.04% +10.0 +0.9% $270.31 -1.1%
88 AKRE PROFESIONALLY MANAGED PORTFO 5,559.0 $296K 0.04% $53.19 +13.9%
89 AOA ISHARES TR 2,930.0 $286K 0.04% -30.0 -1.0% $97.60 +1.7%
90 HOMB HOME BANCSHARES INC Financial Services 9,127.0 $261K 0.03% $28.55 +6.5%
91 XOM EXXON MOBIL CORP Energy 1,865.0 $255K 0.03% +111.0 +6.3% $136.72 +20.5%
92 TSLA TESLA INC Consumer Cyclical 602.0 $253K 0.03% $420.25 -16.4%
93 PSA PUBLIC STORAGE Real Estate 766.0 $244K 0.03% $318.31 +2.1%
94 SHY ISHARES TR 2,915.0 $239K 0.03% +54.0 +1.9% $82.11 -0.1%
95 GOOGL ALPHABET INC Communication Services 647.0 $231K 0.03% NEW $357.37 -3.5%
96 IBM INTERNATIONAL BUSINESS MACHS Technology 776.0 $218K 0.03% NEW $281.21 -15.7%
97 VTV VANGUARD INDEX FDS 969.0 $211K 0.03% NEW $217.97 +4.1%
Page 5 of 5  ·  97 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%