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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 10 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 QCOM Qualcomm Inc Technology 632.0 $117K 0.04% NEW $184.79 -8.5%
182 MEAR iShares Short Maturity Municipal Bond ETF 2,280.0 $115K 0.04% NEW $50.38 -0.6%
183 PTC PTC Inc. Technology 1,000.0 $114K 0.04% NEW $113.61 +31.0%
184 CVS CVS Health Corp Healthcare 1,066.0 $110K 0.04% NEW $103.45 -5.2%
185 Space Exploration Technologies Corp. 642.0 $110K 0.04% NEW $170.86
186 CAH Cardinal Health Inc Healthcare 459.0 $109K 0.04% NEW $237.56 +3.1%
187 SNOW Snowflake Inc. Class A Technology 398.0 $101K 0.03% NEW $254.50 +20.1%
188 VRSN Verisign, Inc Technology 400.0 $101K 0.03% NEW $251.56 +14.2%
189 VO Vanguard Mid-Cap ETF 1,209.0 $97K 0.03% NEW $80.57 +1.1%
190 KRG Kite Realty Group Trust Real Estate 3,356.0 $95K 0.03% NEW $28.38 -7.5%
191 VIG Vanguard Dividend Appreciation ETF 400.0 $95K 0.03% NEW $236.62 +2.1%
192 ARCC Ares Capital Corp Financial Services 4,856.0 $90K 0.03% NEW $18.53 +7.7%
193 AZN Astrazeneca PLC Ordinary Shares Healthcare 480.0 $90K 0.03% NEW $186.93 -13.2%
194 IJT iShares S&P Small-Cap 600 Growth ETF 500.0 $89K 0.03% NEW $178.60 -5.3%
195 ITW Illinois Tool Works Inc Industrials 330.0 $89K 0.03% NEW $270.47 -0.8%
196 IWV iShares Russell 3000 ETF 207.0 $88K 0.03% NEW $426.40 +1.9%
197 COF Capital One Financial Corp Financial Services 432.0 $87K 0.03% NEW $200.62 +8.0%
198 WMB Williams Companies Inc Energy 1,158.0 $86K 0.03% NEW $74.34 +0.4%
199 BX Blackstone, Inc. Financial Services 725.0 $85K 0.03% NEW $117.67 +16.2%
200 VUG Vanguard Growth ETF 978.0 $84K 0.03% NEW $86.14 +1.7%
Page 10 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%