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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 30 of 47  ·  940 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 MLM MARTIN MARIETTA MATERIALS INC Basic Materials 40.0 $23K 0.00% NEW $576.73 -7.7%
582 BN BROOKFIELD CORP Financial Services 540.0 $23K 0.00% NEW $42.59 -2.2%
583 MP MP MATERIALS CORP Basic Materials 421.0 $23K 0.00% NEW $54.28 +9.3%
584 GRID FIRST TRUST NASDAQ CLN EDGE 119.0 $23K 0.00% NEW $191.75 -5.7%
585 WMG WARNER MUSIC GROUP CORP CL A Communication Services 813.0 $23K 0.00% NEW $27.70 +0.8%
586 GEHC GE HEALTHCARE TECHNOLOGIES INC Healthcare 347.0 $23K 0.00% NEW $64.86 +13.0%
587 MAINSTAY LARGE CAP GROWTH FUND CLASS I 1,875.0 $22K 0.00% NEW $11.97
588 IAT ISHARES US REGIONAL BANKS (MKT) 360.0 $22K 0.00% NEW $62.21 +0.7%
589 OTIS OTIS WORLDWIDE CORP GLBL Industrials 314.0 $22K 0.00% NEW $71.25 +1.6%
590 HLI HOULIHAN LOKEY INC CL A Financial Services 165.0 $22K 0.00% NEW $134.13 -3.2%
591 CFR CULLEN FROST BANKERS INC Financial Services 140.0 $22K 0.00% NEW $155.70 +4.9%
592 SMFG SUMITOMO MITSUI FINANCIAL GROUP Financial Services 921.0 $22K 0.00% NEW $23.58 +7.8%
593 IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 410.0 $22K 0.00% NEW $52.53 +2.4%
594 SECT NORTHERN LTS FD TR IV MAIN SECTOR ROTATION ETF 300.0 $21K 0.00% NEW $71.51 +0.4%
595 MUFG MITSUBISHI UFJ FINL GROUP INC Financial Services 1,066.0 $21K 0.00% NEW $19.89 +12.8%
596 AVSC AVANTIS US SMALL CAP EQUITY ETF 286.0 $21K 0.00% NEW $73.20 +0.4%
597 EOG EOG RES INC Energy 160.0 $21K 0.00% NEW $128.78 +12.5%
598 TBCH TURTLE BEACH CORP. Technology 1,653.0 $21K 0.00% NEW $12.45 +2.8%
599 AG FIRST MAJESTIC SILVER CORP COM ISIN#CA32076V1031 Basic Materials 1,200.0 $20K 0.00% NEW $17.04 +23.2%
600 WWD WOODWARD GOVERNOR CO Industrials 48.0 $20K 0.00% NEW $425.44 -18.7%
Page 30 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%