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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 4 of 47  ·  940 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NEE NEXTERA ENERGY INC Utilities 22,648.0 $2.0M 0.09% NEW $87.54 -3.8%
62 FSLR FIRST SOLAR INC Energy 8,257.0 $1.9M 0.09% NEW $235.37 -12.1%
63 SYK STRYKER CORP Healthcare 6,091.0 $1.9M 0.09% NEW $314.80 +5.0%
64 ETN EATON CORP PLC Industrials 4,299.0 $1.8M 0.09% NEW $423.18 -3.3%
65 VO VANGUARD MID-CAP ETF (MKT) 22,324.0 $1.8M 0.09% NEW $80.55 +2.8%
66 MPC MARATHON PETE CORP Energy 6,626.0 $1.7M 0.08% NEW $261.85 +35.5%
67 RF REGIONS FINANCIAL CORP NEW Financial Services 55,521.0 $1.7M 0.08% NEW $30.32 +1.0%
68 UNH UNITEDHEALTH GROUP INC Healthcare 3,786.0 $1.6M 0.08% NEW $424.08 -6.5%
69 MCD MCDONALDS CORP Consumer Cyclical 5,587.0 $1.5M 0.07% NEW $270.04 -0.7%
70 FANG DIAMONDBACK ENERGY INC Energy 8,681.0 $1.5M 0.07% NEW $173.25 +15.4%
71 BAC BANK OF AMERICA CORP Financial Services 26,118.0 $1.5M 0.07% NEW $57.54 +8.5%
72 ITOT ISHARES CORE S&P TOTAL US STOCK 9,066.0 $1.5M 0.07% NEW $164.08 +2.3%
73 DODGE & COX INTERNATIONAL STOCK FUND 79,719.0 $1.5M 0.07% NEW $18.57
74 VANGUARD EQUITY INCOME FUND ADMIRAL CLASS 14,832.0 $1.5M 0.07% NEW $99.66
75 EEM ISHARES MSCI EMERGING MARKETS 21,454.0 $1.5M 0.07% NEW $68.41 -1.7%
76 VOE VANGUARD MID-CAP VALUE ETF (MKT) 7,224.0 $1.4M 0.07% NEW $198.14 +5.4%
77 META META PLATFORMS INC Communication Services 2,472.0 $1.4M 0.07% NEW $578.91 -1.5%
78 MA MASTERCARD INC Financial Services 2,691.0 $1.4M 0.07% NEW $514.45 +16.5%
79 TJX TJX COS INC NEW Consumer Cyclical 9,132.0 $1.4M 0.07% NEW $151.49 -7.9%
80 AXP AMERICAN EXPRESS CO Financial Services 4,038.0 $1.4M 0.07% NEW $340.11 -1.2%
Page 4 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%