CIK 1588871
Oakworth Capital, Inc.
Institutional 13F holdings & portfolio
Holdings
864
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 864
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWF | ISHARES RUSSELL 1000 GROWTH | 214K | $1M+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE (MKT) | 472K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 1.1M | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS | 1.3M | $1M+ | SH |
| IWR | ISHARES RUSSELL MID-CAP (MKT) | 659K | $1M+ | SH |
| SHV | ISHARES 0-1 YEAR TREASURY BOND | 544K | $1M+ | SH |
| VCSH | VANGUARD SHORT-TERM CORP BD IDX | 636K | $1M+ | SH |
| JPM | JP MORGAN CHASE & CO | 128K | $1M+ | SH |
| GOOG | ALPHABET INC SR | 117K | $1M+ | SH |
| GLD | SPDR GOLD SHARES (MKT) | 79K | $1M+ | SH |
| AAPL | APPLE INC | 106K | $1M+ | SH |
| WMT | WALMART INC | 249K | $1M+ | SH |
| OEF | ISHARES S&P 100 (MKT) | 67K | $1M+ | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME | 402K | $1M+ | SH |
| VGIT | VANGUARD INTER-TRM TREAS INDEX | 373K | $1M+ | SH |
| XLK | STATE STREET TECHNOLOGY SELECT | 137K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 30K | $1M+ | SH |
| IJR | ISHARES CORE S&P SMALL-CAP (MKT) | 150K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 35K | $1M+ | SH |
| IYH | ISHARES US HEALTHCARE (MKT) | 250K | $1M+ | SH |
| XLE | STATE STREET ENERGY SELECT | 358K | $1M+ | SH |
| SPY | SPDR S&P 500 (MKT) | 22K | $1M+ | SH |
| NVDA | NVIDIA CORP | 70K | $1M+ | SH |
| CMA | COMERICA INC | 141K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 35K | $1M+ | SH |
| — | OAKWORTH CAP INC | 200K | $1M+ | SH |
| GOOGL | ALPHABET INC SR | 21K | $1M+ | SH |
| AMZN | AMAZON COM INC | 23K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC | 10K | $1M+ | SH |
| — | VANGUARD BALANCED INDEX FUND ADMIRAL CLASS | 85K | $1M+ | SH |
| GL | GLOBE LIFE INC | 29K | $1M+ | SH |
| MRK | MERCK & CO INC | 35K | $1M+ | SH |
| AVGO | BROADCOM INC SR GLBL | 11K | $1M+ | SH |
| LLY | ELI LILLY & CO | 3K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 10K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 13K | $1M+ | SH |
| ORCL | ORACLE CORP SR GLBL NT | 14K | $1M+ | SH |
| HD | HOME DEPOT INC | 7K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 (MKT) | 3K | $1M+ | SH |
| V | VISA INC COM CL A | 6K | $1M+ | SH |
| ACWX | ISHARES MSCI ACWI EX US | 32K | $1M+ | SH |
| KO | COCA COLA CO SR GLBL NT | 30K | $1M+ | SH |
| SYK | STRYKER CORP | 6K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO | 14K | $1M+ | SH |
| CAT | CATERPILLAR INC | 4K | $1M+ | SH |
| SO | SOUTHERN CO | 22K | $1M+ | SH |
| DFAC | DFA US CORE EQUITY 2 ETF | 47K | $1M+ | SH |
| UNP | UNION PAC CORP | 8K | $1M+ | SH |
| IJH | ISHARES CORE S&P MID-CAP (MKT) | 28K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 3K | $1M+ | SH |