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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 11 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PAAA PGIM AAA CLO ETF 1,641.0 $84K 0.03% NEW $51.27 +0.1%
202 DFAS Dimensional US Small Cap ETF 1,015.0 $84K 0.03% NEW $82.34 -1.0%
203 VTWG Vanguard Russell 2000 Growth ETF 283.0 $81K 0.03% NEW $287.68 -5.3%
204 PFL Pimco (US) Income Strategy Fund Financial Services 10,000.0 $79K 0.03% NEW $7.88 -4.3%
205 NVS Novartis AG ADR Healthcare 500.0 $78K 0.03% NEW $156.72 +3.3%
206 KMB Kimberly-Clark Corp Consumer Defensive 712.0 $78K 0.03% NEW $109.77 -0.6%
207 MDY SPDR S&P MidCap 400 ETF Financial Services 110.0 $77K 0.03% NEW $703.34 -2.8%
208 XEL Xcel Energy Inc Utilities 947.0 $76K 0.02% NEW $80.30 -5.9%
209 MCK Mckesson Corp Healthcare 99.0 $75K 0.02% NEW $755.60 +21.9%
210 UNP Union Pacific Corp. Industrials 265.0 $72K 0.02% NEW $272.00 +6.7%
211 VGSH Vanguard Short Term Treasury ETF 1,229.0 $72K 0.02% NEW $58.20 -0.6%
212 NFLX Netflix Inc Communication Services 1,000.0 $71K 0.02% NEW $71.40 +15.2%
213 HRZN Horizon Technology Finance Cop Financial Services 15,000.0 $71K 0.02% NEW $4.73 -0.1%
214 BAX Baxter International Inc Corp Healthcare 3,300.0 $70K 0.02% NEW $21.32 +21.2%
215 HAL Halliburton Corp Energy 2,000.0 $68K 0.02% NEW $33.95 +10.2%
216 EVRG Evergy Inc Utilities 777.0 $67K 0.02% NEW $86.43 -6.1%
217 HYD Van Eck High Yield Municipal Index ETF 1,297.0 $67K 0.02% NEW $51.51 -3.8%
218 IJJ iShares S&P Mid- Cap 400 Value ETF 450.0 $66K 0.02% NEW $147.73 -0.6%
219 EMR Emerson Electric Co Industrials 452.0 $65K 0.02% NEW $143.15 +3.7%
220 IBM International Business Machines Corp Technology 222.0 $62K 0.02% NEW $281.21 -17.5%
Page 11 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%