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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 17 of 47  ·  940 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SPGI S&P GLOBAL INC Financial Services 326.0 $134K 0.01% NEW $410.36 +6.4%
322 HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 1,977.0 $134K 0.01% NEW $67.59 +2.8%
323 IYJ ISHARES US INDUSTRIALS (MKT) 799.0 $133K 0.01% NEW $166.64 -0.8%
324 CAH CARDINAL HEALTH INC Healthcare 560.0 $133K 0.01% NEW $237.56 +0.4%
325 IAU ISHARES GOLD TRUST Financial Services 1,752.0 $133K 0.01% NEW $75.77 +14.0%
326 RNR RENAISSANCERE HOLDINGS LTD Financial Services 418.0 $132K 0.01% NEW $316.84 +4.7%
327 DAL DELTA AIR LINES INC Industrials 1,408.0 $132K 0.01% NEW $93.58 -11.2%
328 AEP AMERICAN ELEC PWR CO INC JR SB Utilities 965.0 $131K 0.01% NEW $136.00 -9.3%
329 JP MORGAN MID CAP VALUE FUND CLASS L 3,679.0 $131K 0.01% NEW $35.60
330 CWB STATE STREET SPDR BLOOMBERG 1,196.0 $129K 0.01% NEW $107.82 -3.8%
331 MSI MOTOROLA SOLUTIONS INC Technology 309.0 $129K 0.01% NEW $416.84 +16.9%
332 ICSH ISHARES ULTRA SHORT TERM BOND ACTIVE ETF 2,544.0 $128K 0.01% NEW $50.42 +0.3%
333 ET ENERGY TRANSFER OPERATING, LP. Energy 6,633.0 $126K 0.01% NEW $19.05 +12.5%
334 AB SMALL CAP GROWTH FUND ADVISOR CLASS 1,291.0 $124K 0.01% NEW $95.92
335 GDLC GRAYSCALE COINDESK CRYPTO 5 ETF Financial Services 4,606.0 $124K 0.01% NEW $26.88 +33.3%
336 VANGUARD TARGET RETIREMENT FUND 2045 INVESTOR CLASS 3,237.0 $123K 0.01% NEW $38.06
337 AMERICAN FUNDS GROWTH FUND OF AMERICA CLASS F-2 1,405.0 $123K 0.01% NEW $87.36
338 CANADIAN PACIFIC KANSAS CITY 1,401.0 $121K 0.01% NEW $86.61
339 JCI JOHNSON CTLS INTL PLC SHS Industrials 829.0 $121K 0.01% NEW $146.11 -1.2%
340 WSM WILLIAMS SONOMA INC Consumer Cyclical 530.0 $121K 0.01% NEW $228.15 +4.1%
Page 17 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%