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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 16 of 47  ·  940 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 12,220.0 $149K 0.01% NEW $12.19 +53.0%
302 ALL ALLSTATE CORP Financial Services 611.0 $149K 0.01% NEW $243.07 +7.7%
303 ENB ENBRIDGE INC Energy 2,721.0 $147K 0.01% NEW $53.99 -6.7%
304 IMO IMPERIAL OIL LTD Energy 1,300.0 $146K 0.01% NEW $112.02 +17.3%
305 LUV SOUTHWEST AIRLINES CO Industrials 2,834.0 $146K 0.01% NEW $51.37 -20.8%
306 FORTINET INC COM 914.0 $145K 0.01% NEW $158.98
307 NUE NUCOR CORP Basic Materials 645.0 $143K 0.01% NEW $222.46 +13.6%
308 VNQ VANGUARD REAL ESTATE ETF 1,483.0 $143K 0.01% NEW $96.43 +2.3%
309 PKG PACKAGING CORP AMERICA Consumer Cyclical 600.0 $143K 0.01% NEW $238.16 +3.6%
310 ADBE ADOBE SYSTEMS INC Technology 695.0 $143K 0.01% NEW $205.58 +33.0%
311 IQVIA HLDGS INC 717.0 $142K 0.01% NEW $198.12
312 VANGUARD MID-CAP INDEX FUND ADMIRAL CLASS 356.0 $142K 0.01% NEW $398.59
313 INGERSOLL RAND INC 1,727.0 $142K 0.01% NEW $81.99
314 CRM SALESFORCE INC Technology 886.0 $141K 0.01% NEW $158.91 +29.4%
315 FDX FEDEX CORP SR NT Industrials 446.0 $140K 0.01% NEW $313.25 +7.3%
316 LNT ALLIANT ENERGY CORP SR GLBL Utilities 1,828.0 $139K 0.01% NEW $76.15 -9.5%
317 AGNC AGNC INVT CORP Real Estate 12,600.0 $136K 0.01% NEW $10.79 +0.2%
318 SEI TAX-MANAGED LARGE CAP FUND CLASS F 3,094.0 $136K 0.01% NEW $43.93
319 ANNALY CAP MGMT NEW 6,100.0 $135K 0.01% NEW $22.20
320 ED CONSOLIDATED EDISON INC Utilities 1,220.0 $135K 0.01% NEW $110.73 -2.4%
Page 16 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%