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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 12 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VB Vanguard Small-Cap Index ETF 205.0 $62K 0.02% NEW $303.12 -1.9%
222 O Realty Income Corp REIT Real Estate 966.0 $60K 0.02% NEW $61.96 -0.6%
223 DFAT Dimensional US Targeted Value ETF 806.0 $56K 0.02% NEW $69.90 +2.2%
224 SPSM SPDR Series Trust Portfolio S&P 600 Small Cap ETF 973.0 $56K 0.02% NEW $57.67 -2.6%
225 GLW Corning Inc Technology 215.0 $55K 0.02% NEW $255.43 -43.6%
226 IYW Ishares Trust U.S. Technology Etf 214.0 $54K 0.02% NEW $252.23 -1.6%
227 WSM Williams-Sonoma Inc Consumer Cyclical 230.0 $54K 0.02% NEW $233.10 -4.4%
228 GIS General Mills Inc Consumer Defensive 1,535.0 $53K 0.02% NEW $34.80 +18.3%
229 DTE DTE Energy Co Utilities 350.0 $53K 0.02% NEW $152.37 -10.7%
230 EEM iShares MSCI Emerging Markets ETF 765.0 $52K 0.02% NEW $68.41 -2.1%
231 QUAL iShares MSCI USA Quality Factor ETF 218.0 $48K 0.01% NEW $219.43 +0.9%
232 FDN FirstTrust Dow Jones Internet ETF 180.0 $48K 0.01% NEW $264.72 +8.2%
233 PZA Invesco National AMT-Free Municipal Bond ETF 2,023.0 $48K 0.01% NEW $23.52 -4.6%
234 AMD Advanced Micro Devices Inc Technology 75.0 $44K 0.01% NEW $580.91 -21.3%
235 CMI Cummins Inc. Ordinary Shares Industrials 60.0 $43K 0.01% NEW $713.22 -22.7%
236 SUSC iShares ESG Aware USD Corporate Bond ETF 1,800.0 $42K 0.01% NEW $23.15 -2.8%
237 IJK iShare S&P Mid-Cap 400 Growth ETF 350.0 $41K 0.01% NEW $117.50 -4.9%
238 MMM 3M Company Industrials 245.0 $40K 0.01% NEW $161.91 +4.7%
239 HYLB DBX ETF Trust Xtrackers USD High Yield Corporate Bond 1,056.0 $39K 0.01% NEW $36.52 -1.1%
240 WY Weyerhaeuser Real Estate 1,607.0 $38K 0.01% NEW $23.94 -2.5%
Page 12 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%