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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 12 of 47  ·  940 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,078.0 $270K 0.01% NEW $33.44 +33.0%
222 FCX FREEPORT-MCMORAN INC Basic Materials 4,241.0 $267K 0.01% NEW $62.89 +25.6%
223 PNC PNC FINL SVCS GROUP INC PERP SUB Financial Services 1,055.0 $263K 0.01% NEW $248.82 -1.7%
224 CTVA CORTEVA INC Basic Materials 3,100.0 $260K 0.01% NEW $83.90 -1.2%
225 JBL JABIL INC Technology 688.0 $258K 0.01% NEW $375.34 -17.2%
226 KLAC KLA-TENCOR CORP Technology 850.0 $256K 0.01% NEW $301.71 -39.1%
227 DGRO ISHARES CORE DIVIDEND GROWTH ETF 3,352.0 $254K 0.01% NEW $75.82 +5.2%
228 PINNACLE FINL PARTNERS INC 2,516.0 $254K 0.01% NEW $100.88
229 CLX CLOROX CO Consumer Defensive 2,645.0 $253K 0.01% NEW $95.81 +8.8%
230 DFAS DFA US SMALL CAP ETF 3,071.0 $253K 0.01% NEW $82.34 +0.5%
231 CW CURTISS WRIGHT CORPORATION Industrials 330.0 $250K 0.01% NEW $757.76 -18.3%
232 PLTR PALANTIR TECHNOLOGIES INC Technology 1,962.0 $246K 0.01% NEW $125.36 +41.6%
233 COF CAPITAL ONE FINL CORP Financial Services 1,222.0 $245K 0.01% NEW $200.62 +8.3%
234 IWP ISHARES RUSSELL MID-CAP GROWTH 1,656.0 $242K 0.01% NEW $146.16 -2.5%
235 BDX BECTON DICKINSON & CO Healthcare 1,597.0 $242K 0.01% NEW $151.44 +25.6%
236 MCK MCKESSON CORP Healthcare 320.0 $242K 0.01% NEW $755.60 +18.7%
237 T ROWE PRICE RETIREMENT 2030 FUND INVESTOR CLASS 8,048.0 $240K 0.01% NEW $29.76
238 XBI STATE STREET SPDR S&P BIOTECH 1,524.0 $239K 0.01% NEW $156.98 +7.3%
239 JANUS OVERSEAS FUND CLASS I 3,593.0 $234K 0.01% NEW $65.26
240 ADSK AUTODESK INC Technology 1,201.0 $234K 0.01% NEW $194.72 +30.8%
Page 12 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%