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CIK 0001084683 • 4 13F filings • May 6, 2025 – Feb 4, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $213K | 0.0% | 978 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $203K | 0.0% | 1,000 SH | New |
| ALPHABET INC | CAP STK CL A | $950K | 0.1%Prev: 0.0% | 3,305 SH | Increased+1,253 SH |
| ALPHABET INC | CAP STK CL C | $46.4M | 2.5%Prev: 1.8% | 161,621 SH | Increased-9,300 SH |
| AMAZON COM INC | COM | $26.6M | 1.4%Prev: 1.5% | 127,952 SH | Increased+12,921 SH |
| AMERICAN ELEC PWR CO INC | COM | $219K | 0.0% | 1,673 SH | New |
| AMERICAN EXPRESS CO | COM | $10.9M | 0.6%Prev: 0.1% | 35,964 SH | Increased+30,325 SH |
| AMGEN INC | COM | $337K | 0.0%Prev: 0.0% | 958 SH | Increased+202 SH |
| AON PLC | SHS CL A | $473K | 0.0%Prev: 0.1% | 1,464 SH | Decreased-1,421 SH |
| APPLE INC | COM | $57.5M | 3.1%Prev: 3.6% | 226,392 SH | Increased-9,015 SH |
| BANK AMERICA CORP | COM | $383K | 0.0%Prev: 0.0% | 7,851 SH | Decreased-2,857 SH |
| BANK MONTREAL MEDIUM | COM | $220K | 0.0% | 1,622 SH | New |
| BANK OZK LITTLE ROCK ARK | COM | $1.4M | 0.1%Prev: 0.1% | 29,620 SH | Increased+831 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $31.6M | 1.7%Prev: 2.2% | 65,853 SH | Increased+7,311 SH |
| BHP BILLITON LIMITED | SPONSORED ADS | $218K | 0.0% | 3,000 SH | New |
| BOEING CO | COM | $509K | 0.0%Prev: 0.0% | 2,559 SH | Increased+249 SH |
| BROADCOM INC | COM | $14.8M | 0.8%Prev: 0.5% | 47,913 SH | Increased+2,617 SH |
| CAMECO CORP | COM | $201K | 0.0% | 1,850 SH | New |
| CATERPILLAR INC | COM | $15.2M | 0.8%Prev: 0.8% | 21,509 SH | Increased-12,956 SH |
| CAVA GROUP INC | COM | $235K | 0.0% | 2,900 SH | New |
| CHEVRON CORPORATION | COM | $1.5M | 0.1% | 7,340 SH | New |
| CONOCOPHILLIPS | COM | $337K | 0.0% | 2,556 SH | New |
| CORNING INC | COM | $667K | 0.0%Prev: 0.0% | 4,902 SH | Increased-750 SH |
| EATON CORP PLC | SHS | $271K | 0.0%Prev: 0.0% | 758 SH | Increased-21 SH |
| ELI LILLY & CO | COM | $714K | 0.0%Prev: 0.0% | 776 SH | Increased-76 SH |
| ENBRIDGE INC | COM | $446K | 0.0% | 8,247 SH | New |
| ENNIS INC | COM | $225K | 0.0% | 10,500 SH | New |
| ENTERGY CORP NEW | COM | $2.4M | 0.1%Prev: 0.2% | 21,801 SH | Decreased-11,213 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $852K | 0.0% | 22,514 SH | New |
| EVERPURE INC | CL A | $215K | 0.0% | 3,650 SH | New |
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | $1.2M | 0.1% | 200,000 SH | New |
| EXXON MOBIL CORP | COM | $3.6M | 0.2%Prev: 0.2% | 21,188 SH | Increased+221 SH |
| GLADSTONE INVT CORP | COM | $254K | 0.0% | 17,900 SH | New |
| HOME BANCSHARES INC | COM | $5.7M | 0.3%Prev: 0.4% | 213,034 SH | Decreased-911 SH |
| HOME DEPOT INC | COM | $1.4M | 0.1%Prev: 0.1% | 4,145 SH | Decreased-502 SH |
| HUNT J B TRANS SVCS INC | COM | $42.0M | 2.3%Prev: 1.8% | 198,296 SH | Increased+27,006 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $673K | 0.0%Prev: 0.0% | 2,775 SH | Increased+242 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $46.4M | 2.5%Prev: 2.5% | 241,890 SH | Increased+32,746 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $1.2M | 0.1%Prev: 0.2% | 16,542 SH | Decreased-16,881 SH |
| INVESCO QQQ TR | UNIT SER 1 | $50.0M | 2.7%Prev: 2.1% | 86,697 SH | Increased+23,270 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $627K | 0.0%Prev: 0.0% | 6,225 SH | Increased+572 SH |
| ISHARES TR | 7-10 YR TRSY BD | $76.2M | 4.1%Prev: 3.1% | 798,912 SH | Increased+332,673 SH |
| ISHARES TR | CORE MSCI TOTAL | $278K | 0.0%Prev: 0.1% | 3,211 SH | Decreased-14,568 SH |
| ISHARES TR | CORE S&P MCP ETF | $41.4M | 2.2%Prev: 2.1% | 612,862 SH | Increased+90,071 SH |
| ISHARES TR | CORE S&P SCP ETF | $482K | 0.0% | 3,876 SH | New |
| ISHARES TR | CORE S&P TTL STK | $5.6M | 0.3%Prev: 0.7% | 39,348 SH | Decreased-39,796 SH |
| ISHARES TR | CORE S&P US GWT | $377K | 0.0%Prev: 0.0% | 2,431 SH | Decreased-1,490 SH |
| ISHARES TR | CORE S&P500 ETF | $8.9M | 0.5%Prev: 0.7% | 13,634 SH | Decreased-3,896 SH |
| ISHARES TR | ISHARES SEMICDTR | $38.6M | 2.1%Prev: 1.4% | 117,444 SH | Increased+9,594 SH |
| ISHARES TR | ISHS 1-5YR INVS | $51.8M | 2.8%Prev: 4.1% | 985,453 SH | Decreased-134,429 SH |
| ISHARES TR | ISHS 5-10YR INVT | $91.4M | 4.9%Prev: 5.7% | 1,717,626 SH | Increased+151,023 SH |
| ISHARES TR | MSCI EAFE ETF | $1.6M | 0.1% | 16,824 SH | New |
| ISHARES TR | MSCI INTL QUALTY | $1.0M | 0.1%Prev: 0.1% | 21,835 SH | Decreased-11,978 SH |
| ISHARES TR | RUS 1000 ETF | $546K | 0.0%Prev: 0.0% | 1,530 SH | Increased-143 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.3M | 0.1%Prev: 0.1% | 3,039 SH | Decreased-630 SH |
| ISHARES TR | RUS MD CP GR ETF | $804K | 0.0% | 6,272 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $42.8M | 2.3%Prev: 2.1% | 172,650 SH | Increased+19,678 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.6M | 0.1%Prev: 0.1% | 13,999 SH | Increased+4,018 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.6M | 0.1%Prev: 0.1% | 7,706 SH | Increased+2,936 SH |
| ISHARES TR | SHRT NAT MUN ETF | $1.6M | 0.1%Prev: 0.1% | 15,000 SH | Increased-37 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $88.0M | 4.8%Prev: 4.0% | 1,739,531 SH | Increased+588,178 SH |
| JACOBS SOLUTIONS INC | COM | $10.3M | 0.6%Prev: 0.6% | 80,587 SH | Increased+9,152 SH |
| JOHNSON & JOHNSON | COM | $849K | 0.0%Prev: 0.1% | 3,475 SH | Increased-1,506 SH |
| JPMORGAN CHASE & CO | COM | $20.8M | 1.1% | 70,670 SH | New |
| KKR & CO INC | COM | $11.1M | 0.6% | 119,819 SH | New |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | $15.7M | 0.8%Prev: 1.1% | 184,708 SH | Increased+10,380 SH |
| LINDE PLC | SHS | $320K | 0.0% | 646 SH | New |
| LOWES COS INC | COM | $762K | 0.0%Prev: 0.1% | 3,223 SH | Decreased-407 SH |
| MASTERCARD INCORPORATED | CL A | $224K | 0.0% | 448 SH | New |
| MCDONALDS CORP | COM | $1.4M | 0.1%Prev: 0.1% | 4,542 SH | Increased+131 SH |
| META PLATFORMS INC | CL A | $17.3M | 0.9%Prev: 1.1% | 30,262 SH | Increased+2,579 SH |
| MICROSOFT CORP | COM | $39.5M | 2.1%Prev: 2.8% | 106,737 SH | Decreased-398 SH |
| NASDAQ INC | COM | $221K | 0.0% | 2,607 SH | New |
| NATIONAL GRID PLC | SPONSORED ADR NE | $204K | 0.0% | 2,411 SH | New |
| NAVIENT CORPORATION | COM | $84K | 0.0% | 10,310 SH | New |
| NETFLIX INC. | COM | $8.2M | 0.4% | 84,968 SH | New |
| NVIDIA CORPORATION | COM | $49.1M | 2.7%Prev: 2.2% | 281,784 SH | Increased-5,241 SH |
| ORACLE CORP | COM | $395K | 0.0%Prev: 0.0% | 2,685 SH | Decreased-177 SH |
| PALO ALTO NETWORKS INC | COM | $13.5M | 0.7%Prev: 0.0% | 84,030 SH | Increased+81,440 SH |
| PENNANTPARK FLOATING RATE CA | COM | $233K | 0.0% | 29,000 SH | New |
| PEOPLES BANCORP INC | COM | $240K | 0.0% | 7,310 SH | New |
| PEPSICO INC | COM | $285K | 0.0%Prev: 0.0% | 1,835 SH | Increased+285 SH |
| PHILLIPS 66 | COM | $326K | 0.0% | 1,792 SH | New |
| PROCTER & GAMBLE CO | COM | $508K | 0.0% | 3,518 SH | New |
| RAYONIER INC | COM | $223K | 0.0%Prev: 0.0% | 10,802 SH | Decreased+502 SH |
| REGIONS FINANCIAL CORP NEW | COM | $640K | 0.0%Prev: 0.0% | 24,520 SH | Increased-340 SH |
| ROCKWELL AUTOMATION INC | COM | $215K | 0.0% | 600 SH | New |
| RTX CORPORATION | COM | $773K | 0.0%Prev: 0.0% | 4,006 SH | Increased+1,735 SH |
| SALESFORCE INC | COM | $14.5M | 0.8% | 77,622 SH | New |
| SARATOGA INVT CORP | COM NEW | $389K | 0.0% | 17,800 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $542K | 0.0%Prev: 0.0% | 21,907 SH | Increased+1,029 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.4M | 0.1%Prev: 0.0% | 47,712 SH | Increased+26,974 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $694K | 0.0%Prev: 0.0% | 22,762 SH | Increased+2,125 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $90.3M | 4.9%Prev: 9.7% | 3,521,321 SH | Decreased-2,841,987 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.1M | 0.1%Prev: 0.0% | 35,667 SH | Increased+9,407 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $38.0M | 2.1% | 463,621 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $25.2M | 1.4% | 509,542 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $67.8M | 3.7% | 462,504 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $40.9M | 2.2% | 252,784 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $20.0M | 1.1% | 436,177 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $3.9M | 0.2% | 40,199 SH | New |
| SPORTSMANS WHSE HLDGS INC | COM | $117K | 0.0%Prev: 0.0% | 82,682 SH | Increased+50,787 SH |
| SRH TOTAL RETURN FUND INC | COM | $242K | 0.0% | 14,128 SH | New |
| STAR GROUP LP | UNIT LTD PARTNR | $252K | 0.0% | 20,500 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $10.5M | 0.6% | 16,119 SH | New |
| STRYKER CORPORATION | COM | $1.2M | 0.1%Prev: 0.1% | 3,708 SH | Decreased-861 SH |
| SUN LIFE FINANCIAL INC. | COM | $256K | 0.0% | 4,098 SH | New |
| SYMBOTIC INC | CLASS A COM | $756K | 0.0%Prev: 0.0% | 14,217 SH | Increased |
| TC ENERGY CORP | COM | $246K | 0.0% | 3,926 SH | New |
| TESLA INC | COM | $12.9M | 0.7%Prev: 0.7% | 34,619 SH | Increased-1,668 SH |
| TOAST INC | CL A | $1.1M | 0.1%Prev: 0.2% | 42,740 SH | Decreased-25,560 SH |
| TYSON FOODS INC | CL A | $8.7M | 0.5%Prev: 0.5% | 135,481 SH | Increased+24,840 SH |
| UNION PAC CORP | COM | $233K | 0.0%Prev: 0.0% | 961 SH | Increased |
| VALERO ENERGY CORP | COM | $222K | 0.0% | 900 SH | New |
| VALLEY NATL BANCORP | COM | $233K | 0.0% | 19,010 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $1.7M | 0.1% | 4,531 SH | New |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $236K | 0.0%Prev: 0.1% | 1,160 SH | Decreased-10,351 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $568K | 0.0% | 2,206 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $14.7M | 0.8%Prev: 0.9% | 165,548 SH | Increased+18,341 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $165.7M | 9.0%Prev: 10.0% | 277,322 SH | Increased-4,577 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $671K | 0.0% | 3,089 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $14.9M | 0.8%Prev: 0.5% | 46,292 SH | Increased+20,273 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $352K | 0.0% | 6,512 SH | New |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $7.3M | 0.4%Prev: 0.5% | 88,277 SH | Decreased-3,031 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $110.3M | 6.0%Prev: 3.6% | 1,430,075 SH | Increased+598,992 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $48.0M | 2.6% | 748,732 SH | New |
| VANGUARD WORLD FD | ENERGY ETF | $31.4M | 1.7%Prev: 1.3% | 181,711 SH | Increased+33,215 SH |
| VANGUARD WORLD FD | INF TECH ETF | $7.3M | 0.4%Prev: 0.0% | 10,447 SH | Increased+9,963 SH |
| VERIZON COMMUNICATIONS INC | COM | $318K | 0.0% | 6,329 SH | New |
| VISA INC | COM CL A | $9.4M | 0.5%Prev: 1.2% | 31,245 SH | Decreased-16,691 SH |
| WALMART INC | COM | $71.3M | 3.9%Prev: 3.5% | 574,070 SH | Increased-8,478 SH |
| WELLS FARGO & CO | COM | $3.3M | 0.2% | 41,939 SH | New |
| WESTROCK COFFEE CO | COM | $247K | 0.0%Prev: 0.0% | 58,167 SH | Increased+30,614 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $879K | 0.0%Prev: 0.1% | 10,010 SH | Decreased-1,479 SH |
| 13F-HR |
| 0001084683-26-000003 |
| $2.15B |
| View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004154 | $1.60B | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001084683-26-000002 | $1.85B | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002622 | $1.45B | View |