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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 13 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EFV iShares MSCI EAFE Value ETF 496.0 $38K 0.01% NEW $76.55 +7.0%
242 CRGY Crescent Energy Co. Energy 3,812.0 $37K 0.01% NEW $9.82 +47.1%
243 VTWV Vanguard Russell 2000 Value ETF 184.0 $36K 0.01% NEW $195.44 +0.7%
244 SHW Sherwin Williams Co Basic Materials 100.0 $34K 0.01% NEW $344.32 -3.1%
245 AEE Ameren Corp Utilities 300.0 $34K 0.01% NEW $113.04 -6.2%
246 AFL AFLAC, Inc. Financial Services 287.0 $34K 0.01% NEW $117.25 -0.0%
247 INTC Intel Corp Technology 236.0 $33K 0.01% NEW $139.63 -35.5%
248 MTUM iShares MSCI USA Momentum Factor ETF 94.0 $32K 0.01% NEW $342.83 -13.8%
249 IVW iShares S&P 500 Growth ETF 234.0 $32K 0.01% NEW $137.53 +1.0%
250 CB Chubb Limited Com Financial Services 92.0 $31K 0.01% NEW $340.74 -0.2%
251 FTCS FirstTrust Capital Strength ETF 320.0 $30K 0.01% NEW $93.92 +6.4%
252 C Citigroup Inc Financial Services 195.0 $27K 0.01% NEW $139.96 -4.7%
253 DIS Walt Disney Co Communication Services 283.0 $27K 0.01% NEW $96.25 +12.9%
254 WM Waste Management Inc Industrials 117.0 $26K 0.01% NEW $222.88 -1.4%
255 ZBH Zimmer Biomet Holdings Inc Healthcare 300.0 $26K 0.01% NEW $86.09 +17.0%
256 DTM DT Midstream Inc. Energy 175.0 $26K 0.01% NEW $146.74 -12.3%
257 USMV iShares MSCI USA Min Vol Factor ETF 258.0 $25K 0.01% NEW $96.46 +4.6%
258 FDL FirstTrust Morningstar Dividend Leaders Index ETF 500.0 $24K 0.01% NEW $48.66 +9.8%
259 VYM Vanguard High Dividend Yield ETF 153.0 $24K 0.01% NEW $158.03 +3.9%
260 SBUX Starbucks Corp Consumer Cyclical 231.0 $24K 0.01% NEW $102.19 +5.1%
Page 13 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%