Centennial Bank/AR/

Wealth advisor Mechanical CIK 1994744
League rank
#1804
in Wealth advisor · #4795 overall
Long book
$278.7M
Q1 2026
Positions
323
Top-10 weight
32%
concentration
Last quarter
+10.4%
SPY +14.8%
Turnover
12%
of book per quarter

Strategy in plain words

auto-generated from filings

Centennial Bank/AR/ is a wealth-management firm allocating client money, running a $278.7M US long book across 323 positions.

The portfolio is moderately concentrated (top 10 ≈ 32% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL US CORE EQUITY M, ISHARES MSCI ACWI ETF, VANGUARD FTSE DEVELOPED ETF, ISHARES RUSSELL 1000 ETF, SS TECHNOLOGY SELECT SECTOR.

Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+1.3%
Q2 2024
+7.9%
Q3 2024
-0.5%
Q4 2024
-1.4%
Q1 2025
+8.0%
Q2 2025
+7.4%
Q3 2025
+2.1%
Q4 2025
-0.6%
Q1 2026
+10.4%

Sector allocation

Technology
25%
Financials
18%
Consumer discretionary
13%
Healthcare
9%
Utilities
8%
Industrials
7%
Energy
7%
Consumer staples
4%

Long book by quarter

$195.4M
Q1 2024
$204.1M
Q2 2024
$218.1M
Q3 2024
$212.4M
Q4 2024
$210.2M
Q1 2025
$238.5M
Q2 2025
$254.4M
Q3 2025
$251.6M
Q4 2025
$278.7M
Q1 2026

What does Centennial Bank/AR/ own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AVGO BROADCOM INCTechnology12.5K$3.9M1.4%-12.5%
AAPL APPLE INCTechnology15.0K$3.8M1.4%-4.4%
MSFT MICROSOFT CORPTechnology9.6K$3.6M1.3%-1.1%
HOMB HOME BANCSHARES INCFinancials119.3K$3.2M1.2%-7.9%
CVX CHEVRON CORPEnergy8.5K$1.8M0.6%-1.4%
COST COSTCO WHOLESALE CORPConsumer discretionary1.8K$1.7M0.6%-10.2%
AMZN AMAZON.COM INCConsumer discretionary7.3K$1.5M0.5%-11.2%
WMT WALMART INCConsumer discretionary12.1K$1.5M0.5%-1.1%
JNJ JOHNSON & JOHNSONHealthcare5.3K$1.3M0.5%-2.8%
JPM JPMORGAN CHASE & COFinancials4.4K$1.3M0.5%-9.5%
CFR CULLEN/FROST BANKERS INCFinancials9.0K$1.2M0.4%-1.1%
SO SOUTHERN CO/THEUtilities12.5K$1.2M0.4%-9.4%
LRCX LAM RESEARCH CORPIndustrials5.5K$1.2M0.4%-10.8%
LIN LINDE PLCMaterials2.1K$1.0M0.4%-19.2%
GOOG ALPHABET INC-CL CTechnology3.5K$1.0M0.4%Held
PM PHILIP MORRIS INTERNATIONALConsumer staples5.7K$944K0.3%-6.5%
PHM PULTEGROUP INCIndustrials7.8K$917K0.3%-2.0%
XOM EXXON MOBIL CORPEnergy5.4K$915K0.3%-2.7%
LOW LOWE'S COS INCConsumer discretionary3.7K$884K0.3%-1.5%
BAC BANK OF AMERICA CORPFinancials17.8K$866K0.3%-0.8%
MRK MERCK & CO. INC.Healthcare6.9K$833K0.3%-5.2%
ED CONSOLIDATED EDISON INCUtilities7.3K$830K0.3%-9.8%
UBS UBS GROUP AG-REGFinancials19.9K$763K0.3%Held
PEP PEPSICO INCConsumer staples4.8K$745K0.3%-0.1%
AIG AMERICAN INTERNATIONAL GROUPFinancials9.9K$745K0.3%-1.7%
AXP AMERICAN EXPRESS COFinancials2.4K$735K0.3%-17.1%
MPC MARATHON PETROLEUM CORPEnergy2.9K$720K0.3%Held
CTAS CINTAS CORPOther4.2K$711K0.3%-1.7%
HD HOME DEPOT INCConsumer discretionary2.1K$705K0.3%-7.9%
TMUS T-MOBILE US INCCommunications3.3K$698K0.3%-21.5%
COP CONOCOPHILLIPSEnergy5.1K$668K0.2%-1.2%
STXN SEAGATE TECHNOLOGY HOLDINGS1.7K$662K0.2%-15.5%
EIX EDISON INTERNATIONALUtilities9.0K$659K0.2%-10.0%
BMY BRISTOL-MYERS SQUIBB COHealthcare10.5K$635K0.2%Held
MCD MCDONALD'S CORPConsumer discretionary1.9K$605K0.2%-5.9%
JEF JEFFERIES FINANCIAL GROUP INFinancials14.5K$600K0.2%Held
WSO WATSCO INCConsumer discretionary1.5K$552K0.2%Held
AMGN AMGEN INCHealthcare1.5K$537K0.2%-0.6%
LNT ALLIANT ENERGY CORPUtilities7.4K$531K0.2%-1.3%
MU MICRON TECHNOLOGY INCTechnology1.5K$507K0.2%-25.0%
MO ALTRIA GROUP INCConsumer staples7.6K$504K0.2%-4.2%
AEP AMERICAN ELECTRIC POWERUtilities3.8K$501K0.2%Held
LMT LOCKHEED MARTIN CORPIndustrials821$496K0.2%-5.1%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 6, 2026324$278.7M canonicalSEC ↗
Q4 202513F-HRFeb 17, 2026342$251.6M canonicalSEC ↗
Q3 202513F-HRNov 7, 2025339$254.4M canonicalSEC ↗
Q2 202513F-HR/ARESTATEMENTNov 7, 2025343$238.5M canonicalSEC ↗
Q2 202513F-HRAug 5, 2025343$238.5M SEC ↗
Q1 202513F-HRApr 29, 2025328$210.2M canonicalSEC ↗
Q4 202413F-HRFeb 6, 2025313$212.4M canonicalSEC ↗
Q3 202413F-HROct 29, 2024321$218.1M canonicalSEC ↗
Q2 202413F-HRAug 30, 2024330$204.1M canonicalSEC ↗
Q1 202413F-HRAug 30, 2024330$195.4M canonicalSEC ↗