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Portfolio (Quarterly) Guide ↗

OAKWORTH CAPITAL, INC.

· CIK 0001588871
13F Portfolio $2.1B AUM 1,354 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 940 New
Page 27 of 47  ·  940 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR CLASS 938.0 $34K 0.00% NEW $36.71
522 LSGR NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF 800.0 $34K 0.00% NEW $42.80 +4.5%
523 RGEN REPLIGEN CORP Healthcare 250.0 $34K 0.00% NEW $136.44 +32.1%
524 FRANKLIN TEMPLETON GROWTH FUND CLASS A 1,168.0 $34K 0.00% NEW $29.19
525 NVR NVR INC Consumer Cyclical 5.0 $34K 0.00% NEW $6813.40 -6.5%
526 SMITHFIELD FOODS INC 1,400.0 $34K 0.00% NEW $24.26
527 IWB ISHARES TR RUSSELL 1000 ETF 83.0 $34K 0.00% NEW $408.87 +2.6%
528 SNPS SYNOPSYS INC Technology 76.0 $34K 0.00% NEW $446.07 -8.1%
529 FEDEX FGHT HLDG CO INC 221.0 $34K 0.00% NEW $151.73
530 APOLLO DIVERSIFIED RE FD CLASS A SHARES 1,383.0 $33K 0.00% NEW $23.99
531 IFF INTERNATIONAL FLAVORS & Basic Materials 418.0 $33K 0.00% NEW $79.22 +10.0%
532 CGGR CAPITAL GROUP GROWTH ETF 700.0 $33K 0.00% NEW $47.07 -0.5%
533 FIDELITY CAPITAL & INCOME FUND RETAIL CLASS 2,882.0 $33K 0.00% NEW $11.39
534 OGE OGE ENERGY CORP. Utilities 667.0 $32K 0.00% NEW $48.28 -3.6%
535 HAS HASBRO INC Consumer Cyclical 389.0 $32K 0.00% NEW $82.59 +16.6%
536 J JACOBS SOLUTIONS INC Industrials 257.0 $32K 0.00% NEW $124.80 +21.4%
537 DPZ DOMINOS PIZZA INC Consumer Cyclical 105.0 $31K 0.00% NEW $296.04 +16.4%
538 LEN LENNAR CORP Consumer Cyclical 343.0 $31K 0.00% NEW $90.49 -3.7%
539 MRSH MARSH Financial Services 186.0 $31K 0.00% NEW $166.67 +16.0%
540 CRWD CROWDSTRIKE HLDGS INC Technology 40.0 $31K 0.00% NEW $193.19 -2.1%
Page 27 of 47  ·  940 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 39.3%
Technology 22.6%
Consumer Defensive 10.8%
Industrials 8.8%
Healthcare 6.0%
Energy 3.5%
Consumer Cyclical 3.4%
Communication Services 2.6%
Utilities 1.7%
Basic Materials 0.8%