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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 13 of 47  ·  940 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ASML ASML HLDG NV NY REGISTRY SHS NEW 2012 UNSPONS Technology 126.0 $232K 0.01% NEW $1843.04 -5.5%
242 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL 4,392.0 $231K 0.01% NEW $52.58 +6.0%
243 FV FIRST TRUST DORSEY WRIGHT FOCUS 3,000.0 $228K 0.01% NEW $75.88 -2.8%
244 KMB KIMBERLY CLARK CORP Consumer Defensive 2,054.0 $226K 0.01% NEW $110.01 +0.9%
245 PRINCIPAL MIDCAP BLEND FUND INST'L CLASS 5,488.0 $224K 0.01% NEW $40.85
246 FAS DIREXION DAILY FINANCIAL BULL 3X 1,520.0 $224K 0.01% NEW $147.18 +25.0%
247 MGC VANGUARD MEGA CAP INDEX FUND ETF 817.0 $223K 0.01% NEW $273.26 +2.6%
248 ASO ACADEMY SPORTS & OUTDOORS INC Consumer Cyclical 4,726.0 $223K 0.01% NEW $47.13 -7.6%
249 ECL ECOLAB INC Basic Materials 788.0 $219K 0.01% NEW $278.40 +4.6%
250 PGR PROGRESSIVE CORP Financial Services 956.0 $211K 0.01% NEW $221.22 +0.8%
251 IWS ISHARES RUSSELL MID-CAP VALUE 1,283.0 $211K 0.01% NEW $164.60 +4.5%
252 MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO FUND CLASS A 8,188.0 $211K 0.01% NEW $25.73
253 PUTNAM LARGE CAP VALUE FUND CLASS A 4,774.0 $207K 0.01% NEW $43.32
254 Q QNITY ELECTRONICS INC Technology 1,310.0 $203K 0.01% NEW $155.27 -18.7%
255 TMUS T MOBILE US INC COM Communication Services 1,199.0 $203K 0.01% NEW $169.65 +7.0%
256 PRFZ INVESCO RAFI US 1500 SMALL-MID 3,629.0 $202K 0.01% NEW $55.74 -0.4%
257 AGG ISHARES CORE TOTAL US BOND 2,042.0 $202K 0.01% NEW $98.86 -1.0%
258 PUTNAM LARGE CAP GROWTH FUND CLASS A 2,553.0 $202K 0.01% NEW $78.97
259 HPQ HP INC Technology 9,131.0 $201K 0.01% NEW $21.96 +34.2%
260 FBTC FIDELITY WISE ORIGIN BITCOIN ETF Financial Services 3,836.0 $200K 0.01% NEW $52.23 +29.7%
Page 13 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%