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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 2 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL Apple, Inc. Technology 14,978.0 $4.3M 1.40% NEW $289.36 +12.4%
22 XLG Invesco S&P 500 Top 50 ETF 61,900.0 $3.8M 1.22% NEW $61.23 +1.5%
23 JPMorgan US Quality Factor ETF 52,007.0 $3.8M 1.21% NEW $72.28
24 QLTA iShares Aaa - A Rated Corporate Bond ETF 78,573.0 $3.7M 1.20% NEW $47.52 -3.0%
25 XLF Financial Select Sector SPDR ETF 68,017.0 $3.6M 1.17% NEW $53.61 +6.7%
26 MSFT Microsoft Corp. Technology 9,391.0 $3.5M 1.13% NEW $373.02 +34.3%
27 JMOM JP Morgan US Momentum Factor ETF 38,890.0 $3.3M 1.07% NEW $85.46 -4.5%
28 IDEV iShares Core MSCI International Developed Markets ETF 37,015.0 $3.3M 1.06% NEW $89.01 +3.0%
29 HOMB Home BancShares, Inc. Financial Services 111,146.0 $3.2M 1.02% NEW $28.55 +1.9%
30 IWD iShares Russell 1000 Value ETF 13,068.0 $3.2M 1.02% NEW $242.43 +5.6%
31 GLD SPDR Gold Shares ETF Financial Services 8,565.0 $3.2M 1.01% NEW $368.38 +7.7%
32 IWM iShares Russell 2000 ETF 10,450.0 $3.1M 1.01% NEW $300.45 -3.3%
33 MUB iShares National Muni Bond ETF 28,849.0 $3.1M 1.00% NEW $107.62 -3.1%
34 XLC Communication Services Select Sector SPDR ETF 28,658.0 $3.1M 0.99% NEW $107.13 +3.5%
35 IVV iShares Core S&P 500 ETF 3,755.0 $2.8M 0.91% NEW $748.89 +2.2%
36 SPIB State Street SPDR Portfolio Intermediate Term Corporate Bond ETF 77,298.0 $2.6M 0.83% NEW $33.46 -1.8%
37 XLRE Real Estate Select Sector SPDR ETF 58,582.0 $2.6M 0.83% NEW $44.03 +0.0%
38 DFUS Dimensional US Equity ETF 31,149.0 $2.6M 0.82% NEW $81.94 +1.3%
39 XLV Health Care Select Sector SPDR ETF 16,068.0 $2.5M 0.82% NEW $158.66 +8.2%
40 XLP Consumer Staples Select Sector SPDR ETF 30,026.0 $2.5M 0.80% NEW $83.07 +2.6%
Page 2 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%