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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 44 of 47  ·  940 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 BBCA JPMORGAN ETF TRUST BETABUILDERS CANADA USD 20.0 $2K NEW $99.50 +8.5%
862 KD KYNDRYL HLDGS INC Technology 174.0 $2K NEW $11.31 +15.1%
863 CAG CONAGRA BRANDS INC Consumer Defensive 145.0 $2K NEW $13.46 +20.9%
864 GSEU GOLDMAN ACTIVEBETA EUROPE EQUITY ETF 37.0 $2K NEW $48.14 +5.3%
865 MFS NEW DISCOVERY VALUE FUND CLASS I 91.0 $2K NEW $19.41
866 ACCO ACCO BRANDS CORP COM Industrials 403.0 $2K NEW $4.35 -3.2%
867 IYW ISHARES U.S. TECHNOLOGY ETF 7.0 $2K NEW $248.71 -1.1%
868 IT GARTNER GROUP CL A Technology 13.0 $2K NEW $133.77 +46.4%
869 BHF BRIGHTHOUSE FINL INC Financial Services 27.0 $2K NEW $63.33 -18.1%
870 SBSW SIBANYE STILLWATER LTD SPONSORED ADR Basic Materials 200.0 $2K NEW $8.51 +47.2%
871 FSM FORTUNA MINING CORP. Basic Materials 200.0 $2K NEW $8.35 +49.1%
872 DOUBLELINE TOTAL RETURN BOND FUND CLASS I 190.0 $2K NEW $8.70
873 GAIN GLADSTONE INVESTMENT CORPORATION - CLOSED END FUND Financial Services 100.0 $2K NEW $15.67 +5.2%
874 BTC GRAYSCALE BITCION MINI TR BTC Financial Services 59.0 $2K NEW $26.51 +31.7%
875 VOD VODAFONE GROUP PLC Communication Services 118.0 $2K NEW $13.23 +21.9%
876 IYK ISHARES US CONSUMER STAPLES ETF 21.0 $2K NEW $73.29 +3.7%
877 BBAX JPMORGAN ETF TRUST BETABUILDERS DEVELOPED ASIA EX JP USD 25.0 $1K NEW $59.36 +10.8%
878 FLO FLOWERS FOODS INC Consumer Defensive 173.0 $1K NEW $8.41 -15.5%
879 BLACKROCK EQUITY DIVIDEND FUND INST'L CLASS 61.0 $1K NEW $23.49
880 F FORD MOTOR COMPANY Consumer Cyclical 100.0 $1K NEW $13.64 +2.3%
Page 44 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%