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Portfolio (Quarterly) Guide ↗

Centennial Bank/AR/

· CIK 0001994744
13F Portfolio $311M AUM 341 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 341 New
Page 16 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GEV GE Vernova Corp Utilities 7.0 $8K 0.00% NEW $1174.86 -19.8%
302 DOW Dow Inc Corp Basic Materials 300.0 $8K 0.00% NEW $27.36 +11.0%
303 TFC Truist Financial Corp Financial Services 161.0 $8K 0.00% NEW $49.82 +3.6%
304 LHX L3harris Technologies Inc Industrials 26.0 $8K 0.00% NEW $290.58 -9.8%
305 LYV Live Nation Entertainment Inc Ordinary Shares Communication Services 40.0 $7K 0.00% NEW $183.10 -3.1%
306 CAG Conagra Foods Inc Com Consumer Defensive 534.0 $7K 0.00% NEW $13.46 +16.1%
307 LH Labcorp Holdings Inc. Healthcare 24.0 $7K 0.00% NEW $280.00 +18.4%
308 RF Regions Financial Corp Financial Services 215.0 $6K 0.00% NEW $30.20 +0.8%
309 DuPont de Nemours, Inc. - New 47.0 $6K 0.00% NEW $135.57
310 KHC Kraft Heinz Co Consumer Defensive 259.0 $6K 0.00% NEW $23.62 +7.6%
311 GRMN Garmin Ltd Corp Technology 25.0 $6K 0.00% NEW $237.56 +16.7%
312 CI The Cigna Corp Healthcare 20.0 $6K 0.00% NEW $275.70 +3.8%
313 CEG Constellation Energy Corp Utilities 22.0 $5K 0.00% NEW $248.36 +14.8%
314 UPS United Parcel Service, Inc Industrials 50.0 $5K 0.00% NEW $107.50 -3.7%
315 DFAE Dimensional ETF Trust Emerging Core Equity Market 133.0 $5K 0.00% NEW $40.21 -0.5%
316 HRB H&R Block Inc. Ordinary Shares Consumer Cyclical 140.0 $5K 0.00% NEW $38.08 +34.2%
317 APD Air Products & Chemicals Inc Basic Materials 18.0 $5K 0.00% NEW $293.17 +3.8%
318 LVS Las Vegas Sands Corp. Consumer Cyclical 100.0 $5K 0.00% NEW $46.19 -3.6%
319 CPB The Campbell's Company Consumer Defensive 200.0 $4K 0.00% NEW $22.27 -0.7%
320 NEM Newmont Corp Ordinary Shares Basic Materials 45.0 $4K 0.00% NEW $93.40 +39.6%
Page 16 of 18  ·  341 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 30.9%
Technology 27.2%
Consumer Defensive 7.4%
Healthcare 7.1%
Consumer Cyclical 6.6%
Utilities 5.5%
Energy 5.5%
Industrials 4.9%
Basic Materials 2.4%
Communication Services 1.8%