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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 15 of 47  ·  940 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MAS MASCO CORP Industrials 2,143.0 $175K 0.01% NEW $81.62 -9.8%
282 BSX BOSTON SCIENTIFIC CORP Healthcare 4,072.0 $175K 0.01% NEW $42.86 +12.4%
283 FIDELITY 500 INDEX FUND INSTITUTIONAL PREMIUM CLASS 663.0 $173K 0.01% NEW $260.62
284 ASTS AST SPACEMOBILE INC Technology 2,000.0 $172K 0.01% NEW $86.10 -30.5%
285 DFUS DIMENSIONAL U.S. EQUITY MARKET 2,078.0 $170K 0.01% NEW $81.91 +2.2%
286 PAYX PAYCHEX INC Industrials 1,721.0 $170K 0.01% NEW $98.60 +26.7%
287 SNA SNAP-ON INC Industrials 406.0 $163K 0.01% NEW $402.44 -1.2%
288 BXMT BLACKSTONE MTG TR INC COM CL A Real Estate 9,600.0 $163K 0.01% NEW $16.96 -17.9%
289 CARR CARRIER GLOBAL CORPORATION Industrials 2,222.0 $163K 0.01% NEW $73.22 -19.8%
290 ENTERGY CORP NEW 1,410.0 $162K 0.01% NEW $114.86
291 A AGILENT TECHNOLOGIES INC Healthcare 1,216.0 $162K 0.01% NEW $132.86 +16.7%
292 PRI PRIMERICA INC Financial Services 549.0 $160K 0.01% NEW $291.09 +3.4%
293 BP BP PLC SPONS ADR Energy 4,393.0 $159K 0.01% NEW $36.15 +17.6%
294 EPD ENTERPRISE PRODUCTS PARTNERS L P 4,300.0 $157K 0.01% NEW $36.52
295 XLB STATE STREET MATERIALS SELECT 3,088.0 $157K 0.01% NEW $50.84 +5.6%
296 CHDN CHURCHILL DOWNS INC Consumer Cyclical 1,733.0 $155K 0.01% NEW $89.64 -2.3%
297 IEFA ISHARES CORE MSCI EAFE 1,609.0 $155K 0.01% NEW $96.38 +4.8%
298 GWW WW GRAINGER INC Industrials 114.0 $153K 0.01% NEW $1339.21 -0.3%
299 PRU PRUDENTIAL FINL INC JR SB Financial Services 1,390.0 $150K 0.01% NEW $107.93 +11.4%
300 ROK ROCKWELL AUTOMATION INC Industrials 304.0 $150K 0.01% NEW $492.66 -12.4%
Page 15 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%