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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 32 of 47  ·  940 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 324.0 $17K 0.00% NEW $52.12 +0.0%
622 AVEM AVANTIS EMERGING MARKETS EQUITY ETF 178.0 $17K 0.00% NEW $93.54 +1.1%
623 CDE COEUR MINING INC Basic Materials 997.0 $16K 0.00% NEW $16.54 +29.7%
624 SCHG SCHWAB STRATEGIC TR US LARGE CAP GROWTH ETF 483.0 $16K 0.00% NEW $34.11 +3.5%
625 DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 442.0 $16K 0.00% NEW $37.19 +6.0%
626 HMC HONDA MOTOR LTD Consumer Cyclical 600.0 $16K 0.00% NEW $27.11 +15.9%
627 KDP KEURIG DR PEPPER INC COM Consumer Defensive 488.0 $16K 0.00% NEW $33.30 -3.3%
628 MPT MEDICAL PPTYS TRUST INC Financial Services 3,500.0 $16K 0.00% NEW $4.62 -11.6%
629 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 200.0 $16K 0.00% NEW $80.58 +2.3%
630 OAKMARK OAKMARK FUND INST'L CLASS 92.0 $16K 0.00% NEW $174.74
631 VLUE ISHARES EDGE MSCI USA VALUE FACTOR ETF 81.0 $16K 0.00% NEW $195.47 +3.3%
632 VDC VANGUARD CONSUMER STAPLES ETF 70.0 $16K 0.00% NEW $225.49 +3.2%
633 ETSY INC 215.0 $16K 0.00% NEW $72.83
634 ISHARES IBONDS DEC 2027 TERM TREASURY ETF 699.0 $16K 0.00% NEW $22.29
635 EBAY EBAY INC Consumer Cyclical 139.0 $16K 0.00% NEW $111.75 -6.8%
636 RJF RAYMOND JAMES FINANCIAL INC Financial Services 102.0 $16K 0.00% NEW $152.03 +16.2%
637 SPYM STATE STREET SPDR PORTFOLIO S&P 176.0 $15K 0.00% NEW $87.85 +2.6%
638 EDGEWOOD GROWTH FUND INSTL CLASS 3,367.0 $15K 0.00% NEW $4.57
639 BR BROADRIDGE FINANCIAL SOLUTIONS, INC. COMMON STOCK Technology 109.0 $15K 0.00% NEW $140.93 +28.9%
640 KGC KINROSS GOLD CORP COM NO PAR ISIN#CA4969024047 Basic Materials 650.0 $15K 0.00% NEW $23.47 +37.7%
Page 32 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%