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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 8 of 47  ·  940 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWO ISHARES RUSSELL 2000 GROWTH 1,453.0 $572K 0.03% NEW $393.92 -2.1%
142 MMM 3M CO Industrials 3,509.0 $567K 0.03% NEW $161.53 +11.0%
143 PH PARKER HANNIFIN CORP Industrials 563.0 $550K 0.03% NEW $976.32 +4.1%
144 SYY SYSCO CORP Consumer Defensive 6,447.0 $539K 0.03% NEW $83.57 -0.1%
145 DUK DUKE ENERGY CORP Utilities 4,162.0 $526K 0.03% NEW $126.45 -3.8%
146 ITW ILLINOIS TOOL WORKS INC Industrials 1,945.0 $526K 0.03% NEW $270.26 +4.2%
147 GPC GENUINE PARTS CO GLBL NT Consumer Cyclical 4,459.0 $526K 0.03% NEW $117.87 +17.0%
148 VTV VANGUARD VALUE INDEX FUND ETF 2,405.0 $523K 0.03% NEW $217.59 +4.2%
149 EXEL EXELIXIS INC COM Healthcare 9,175.0 $499K 0.02% NEW $54.41 +4.2%
150 EMR EMERSON ELECTRIC CO Industrials 3,509.0 $498K 0.02% NEW $141.94 +9.2%
151 APD AIR PRODUCTS & CHEMICALS INC Basic Materials 1,668.0 $496K 0.02% NEW $297.14 +2.3%
152 VLO VALERO ENERGY CORP SR GLBL Energy 1,860.0 $492K 0.02% NEW $264.62 +28.6%
153 SCHW SCHWAB CHARLES CORP Financial Services 5,162.0 $489K 0.02% NEW $94.73 +18.5%
154 DVN DEVON ENERGY CORP Energy 11,813.0 $488K 0.02% NEW $41.32 +13.5%
155 HONEYWELL INTERNATIONAL INC 2,184.0 $487K 0.02% NEW $222.80
156 DVY ISHARES SELECT DIVIDEND (MKT) 3,113.0 $487K 0.02% NEW $156.30 +5.0%
157 HONEYWELL AEROSPACE INC 2,184.0 $485K 0.02% NEW $222.29
158 R RYDER SYSTEMS INC Industrials 1,810.0 $481K 0.02% NEW $266.00 -7.5%
159 DFAT U S TARGET VALUE ETF 6,799.0 $475K 0.02% NEW $69.90 +1.9%
160 VONE VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 INDEX FD ETF SHS 1,404.0 $475K 0.02% NEW $338.01 +2.7%
Page 8 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%