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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 5 of 47  ·  940 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VMC VULCAN MATERIALS CO Basic Materials 4,419.0 $1.3M 0.06% NEW $295.01 -6.7%
82 IVW ISHARES S&P 500 GROWTH (MKT) 9,387.0 $1.3M 0.06% NEW $137.39 +1.0%
83 LOW LOWES COMPANIES INC Consumer Cyclical 5,737.0 $1.3M 0.06% NEW $220.71 -2.1%
84 ADI ANALOG DEVICES INC Technology 3,158.0 $1.3M 0.06% NEW $396.01 -5.7%
85 SFBS SERVISFIRST BANCSHARES INC Financial Services 14,233.0 $1.2M 0.06% NEW $86.75 -50.4%
86 TFC TRUIST FINL CORP Financial Services 23,992.0 $1.2M 0.06% NEW $49.89 +0.8%
87 PEP PEPSICO INC Consumer Defensive 8,611.0 $1.2M 0.06% NEW $137.24 +3.7%
88 VV VANGUARD LARGE CAP ETF (MKT) 3,435.0 $1.2M 0.06% NEW $343.91 +2.6%
89 AMD ADVANCED MICRO DEVICES INC Technology 2,049.0 $1.2M 0.06% NEW $572.37 -16.7%
90 QQQI NEOS NASDAQ 100 HIGH INCOME ETF 20,688.0 $1.2M 0.06% NEW $56.19 -3.7%
91 ADP AUTOMATIC DATA PROCESSING INC Industrials 5,025.0 $1.1M 0.05% NEW $227.12 +24.3%
92 NPO ENPRO INC Industrials 3,044.0 $1.1M 0.05% NEW $371.84 -18.4%
93 EFA ISHARES MSCI EAFE (MKT) 10,868.0 $1.1M 0.05% NEW $103.88 +4.5%
94 SLV ISHARES SILVER TRUST (MKT) Financial Services 20,430.0 $1.1M 0.05% NEW $53.47 +16.1%
95 CATH GLOBAL X FUNDS 12,257.0 $1.1M 0.05% NEW $88.59 +2.9%
96 IBM INTERNATIONAL BUSINESS MACHS Technology 3,848.0 $1.1M 0.05% NEW $282.02 -17.7%
97 ABT ABBOTT LABORATORIES Healthcare 11,832.0 $1.1M 0.05% NEW $90.95 +27.0%
98 VB VANGUARD SMALL CAP ETF (MKT) 3,482.0 $1.1M 0.05% NEW $302.91 -0.0%
99 IJK ISHARES S&P MIDCAP 400 GROWTH 8,952.0 $1.1M 0.05% NEW $117.50 -2.6%
100 VOT VANGUARD MID-CAP GROWTH ETF 3,451.0 $1.1M 0.05% NEW $304.64 -0.3%
Page 5 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%