Long-term investor
Bank Ozk @bankozk
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001569650).
Record
- Tracked since 2025-06-30 (441 days), 103 trades recorded
- Returns: week n/a · month n/a · 90 days +8.1% · 6 months n/a · 1 year +15.4% · all +15.4%
- Max drawdown n/a · win rate 17% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.2% · long · since 2025-06-30
- LLY · 4.4% · long · since 2025-06-30
- AMAT · 3.9% · long · since 2025-06-30
- NVDA · 3.8% · long · since 2025-06-30
- MRVL · 3.3% · long · since 2025-09-30
- TSM · 3.1% · long · since 2025-06-30
- MSFT · 3.1% · long · since 2025-06-30
- PWR · 2.7% · long · since 2025-06-30
- ANET · 2.1% · long · since 2025-06-30
- BAC · 2.0% · long · since 2025-06-30
- ABBV · 1.8% · long · since 2025-06-30
- FTNT · 1.7% · long · since 2025-06-30