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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 4 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ Johnson & Johnson Healthcare 4,788.0 $1.2M 0.39% NEW $253.97 +9.4%
62 SO The Southern Company Utilities 12,499.0 $1.2M 0.39% NEW $95.71 -8.7%
63 XLU Utilities Select Sector SPDR ETF 25,526.0 $1.2M 0.37% NEW $45.34 -7.3%
64 XLE Energy Select Sector SPDR ETF 20,853.0 $1.1M 0.36% NEW $53.11 +21.1%
65 SPTI State Street SPDR Portfolio Intermediate Term Treasury ETF 38,689.0 $1.1M 0.35% NEW $28.39 -1.8%
66 LIN Linde PLC Basic Materials 2,100.0 $1.1M 0.35% NEW $518.94 -6.0%
67 PHM PulteGroup Inc Consumer Cyclical 7,794.0 $1.1M 0.34% NEW $137.21 -9.8%
68 XLB Materials Select Sector SPDR ETF 20,076.0 $1.0M 0.33% NEW $50.83 +3.8%
69 BAC Bank Of America Corp Financial Services 17,598.0 $1.0M 0.32% NEW $56.98 +9.7%
70 PM Philip Morris International Inc Consumer Defensive 5,509.0 $997K 0.32% NEW $180.91 +2.3%
71 UBS UBS Group AG Financial Services 19,871.0 $985K 0.32% NEW $49.56 +10.5%
72 IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF 17,792.0 $946K 0.30% NEW $53.17 -2.6%
73 MRK Merck & Co., Inc. Healthcare 7,051.0 $906K 0.29% NEW $128.50 +18.7%
74 IBIT iShares Bitcoin Trust ETF Financial Services 26,405.0 $879K 0.28% NEW $33.29 +31.2%
75 IDV iShares International Select Dividend ETF 19,867.0 $823K 0.27% NEW $41.43 +7.8%
76 LOW Lowe's Companies, Inc. Consumer Cyclical 3,696.0 $815K 0.26% NEW $220.49 -9.2%
77 ED Consolidated Edison Inc Corp Utilities 7,331.0 $811K 0.26% NEW $110.63 -3.8%
78 AXP American Express Co. Financial Services 2,331.0 $788K 0.25% NEW $338.25 -2.7%
79 VNQ Vanguard Real Estate ETF 8,129.0 $784K 0.25% NEW $96.43 -0.9%
80 XOM Exxon Mobil Corp Energy 5,595.0 $765K 0.25% NEW $136.72 +19.1%
Page 4 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%