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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 25 of 47  ·  940 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 HRL HORMEL FOODS CORP Consumer Defensive 1,780.0 $44K 0.00% NEW $24.82 -13.6%
482 THRIVENT MID CAP STOCK FUND CLASS S 1,094.0 $44K 0.00% NEW $39.93
483 MFC MANULIFE FINANCIAL CORP Financial Services 1,062.0 $43K 0.00% NEW $40.51 +6.5%
484 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 700.0 $43K 0.00% NEW $61.00 +4.3%
485 OKE ONEOK INC SR GLBL Energy 491.0 $43K 0.00% NEW $86.94 +8.6%
486 ICE INTERCONTINENTALEXCHANGE GROUP Financial Services 344.0 $42K 0.00% NEW $123.46 +31.3%
487 BLACKROCK GLOBAL ALLOCATION FUND INST'L CLASS 1,919.0 $42K 0.00% NEW $21.93
488 EZM WISDOMTREE U.S. MIDCAP EARNINGS 554.0 $42K 0.00% NEW $75.78 +1.3%
489 FDVV FIDELITY HIGH DIVIDEND ETF 691.0 $42K 0.00% NEW $60.61 +4.7%
490 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 485.0 $42K 0.00% NEW $86.09 -34.7%
491 DG DOLLAR GENERAL CORP Consumer Defensive 362.0 $42K 0.00% NEW $115.11 +11.3%
492 ORLY O REILLY AUTOMOTIVE INC Consumer Cyclical 450.0 $41K 0.00% NEW $92.09 -4.7%
493 UNILEVER PLC 685.0 $41K 0.00% NEW $60.35
494 IMCG ISHARES MORNINGSTAR MID-CAP 420.0 $41K 0.00% NEW $98.30 +0.4%
495 DUHP DIMENSIONAL US HIGH PROFITABLITY ETF 990.0 $41K 0.00% NEW $41.54 +2.6%
496 NOBL PROSHARES TR S&P 500 ARISTOCRATS ETF 722.0 $41K 0.00% NEW $56.63 +3.4%
497 ASUR ASURE SOFTWARE INC COM Technology 5,000.0 $41K 0.00% NEW $8.13 +11.4%
498 MTB M & T BK CORP DEP PF SRK Financial Services 168.0 $41K 0.00% NEW $241.76 -1.0%
499 PHYS SPROTT PHYSICAL GOLD TRUST Financial Services 1,338.0 $40K 0.00% NEW $30.17 +16.0%
500 DSTL DISTILLATE US FDMTL STBLTY & VAL 672.0 $40K 0.00% NEW $59.90 +17.0%
Page 25 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%