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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 23 of 47  ·  940 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MFS VALUE FUND CLASS I 1,108.0 $60K 0.00% NEW $53.74
442 KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 779.0 $59K 0.00% NEW $76.18 -2.1%
443 SAM BOSTON BEER INC CL A Consumer Defensive 333.0 $59K 0.00% NEW $177.03 +4.8%
444 SLF SUN LIFE FINANCIAL SERVICES INC Financial Services 748.0 $59K 0.00% NEW $78.42 +0.8%
445 ARTISAN INTERNATIONAL SMALL MID FUND ADVISOR CLASS 2,864.0 $58K 0.00% NEW $20.42
446 PIONEER MID CAP VALUE FUND CL A 2,065.0 $58K 0.00% NEW $28.00
447 MNST MONSTER BEVERAGE CORP Consumer Defensive 600.0 $58K 0.00% NEW $96.12 -50.3%
448 VULCAN VALUE PARTNERS FD INV 2,080.0 $56K 0.00% NEW $27.06
449 ZBH ZIMMER BIOMET HLDGS INC Healthcare 663.0 $56K 0.00% NEW $84.75 +19.6%
450 VICTORY PIONEER BOND FUND CLASS Y 6,740.0 $56K 0.00% NEW $8.33
451 SELECTED FUNDS AMERICAN SHARES CLASS S 1,268.0 $56K 0.00% NEW $44.22
452 VNOM NEW COBRA PUBCO INC CL A Energy 1,345.0 $55K 0.00% NEW $41.22 +7.3%
453 ARTISAN HIGH INCOME FUND ADVISOR CLASS 6,132.0 $55K 0.00% NEW $9.01
454 PBE INVESCO DYNAMIC BIOTECH & 611.0 $55K 0.00% NEW $89.65 +9.4%
455 KKR KKR & CO INC 591.0 $54K 0.00% NEW $91.78
456 IUSB ISHARES TRUST ISHARES CORE 1,175.0 $54K 0.00% NEW $46.15 -1.1%
457 DIHP DIMENSIONAL INTERNATL HIGH PROFITABILITY ETF 1,596.0 $54K 0.00% NEW $33.77 +5.6%
458 MDT MEDTRONIC PLC Healthcare 683.0 $54K 0.00% NEW $78.85 +16.7%
459 STM STMICROELECTRONICS Technology 759.0 $54K 0.00% NEW $70.72 -29.8%
460 AMERICAN FUNDS NEW PERSPECTIVE FUND CLASS F-2 713.0 $53K 0.00% NEW $74.93
Page 23 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%