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 151–200 of 864
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BWXT | BWX TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| ITOT | ISHARES CORE S&P TOTAL US STOCK | 2K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| PFE | PFIZER INC | 12K | $100K–$500K | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 1K | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 4K | $100K–$500K | SH |
| APD | AIR PRODUCTS & CHEMICALS INC | 1K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 1K | $100K–$500K | SH |
| — | VANGUARD 500 INDEX FUND ADMIRAL CLASS | 466 | $100K–$500K | SH |
| C | CITIGROUP INC | 3K | $100K–$500K | SH |
| — | DFA U.S. SMALL CAP FUND INST'L CLASS | 6K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 328 | $100K–$500K | SH |
| — | BLACKROCK CAPITAL APPRECIATION FUND CLASS A | 8K | $100K–$500K | SH |
| IMCV | ISHARES MORNINGSTAR MID-CAP | 3K | $100K–$500K | SH |
| DFAU | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| BA | BOEING CO DEP CONV | 1K | $100K–$500K | SH |
| — | LEGG MASON CLEARBRIDGE SMALL CAP GROWTH FUND CLASS I | 8K | $100K–$500K | SH |
| ETHA | ISHARES ETHEREUM TRUST ETF | 12K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 3K | $100K–$500K | SH |
| IWN | ISHARES RUSSELL 2000 VALUE (MKT) | 1K | $100K–$500K | SH |
| VWO | VANGUARD EMERGING MARKETS STOCK | 5K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP | 2K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 5K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 1K | $100K–$500K | SH |
| EFG | ISHARES MSCI EAFE GROWTH (MKT) | 2K | $100K–$500K | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 9K | $100K–$500K | SH |
| EMR | EMERSON ELECTRIC CO | 2K | $100K–$500K | SH |
| — | FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND CLASS A | 1K | $100K–$500K | SH |
| FAS | DIREXION DAILY FINANCIAL BULL 3X | 2K | $100K–$500K | SH |
| HUM | HUMANA INC | 996 | $100K–$500K | SH |
| MS | MORGAN STANLEY | 1K | $100K–$500K | SH |
| WM | WASTE MANAGEMENT INC | 1K | $100K–$500K | SH |
| DVY | ISHARES SELECT DIVIDEND (MKT) | 2K | $100K–$500K | SH |
| AJG | GALLAGHER ARTHUR J & CO | 936 | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR US LARGE CAP ETF | 9K | $100K–$500K | SH |
| CB | CHUBB LIMITED | 773 | $100K–$500K | SH |
| RSG | REPUBLIC SERVICES INC | 1K | $100K–$500K | SH |
| — | OBERWEIS SMALL CAP OPPORTUNITIES FUND INVESTOR CLASS | 8K | $100K–$500K | SH |
| SNV | SYNOVUS FINANCIAL CORP | 5K | $100K–$500K | SH |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 4K | $100K–$500K | SH |
| — | PRINCIPAL MIDCAP BLEND FUND INST'L CLASS | 5K | $100K–$500K | SH |
| — | MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO FUND CLASS A | 8K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 4K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 6K | $100K–$500K | SH |
| CW | CURTISS WRIGHT CORPORATION | 410 | $100K–$500K | SH |
| — | T ROWE PRICE RETIREMENT 2030 FUND INVESTOR CLASS | 8K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 2K | $100K–$500K | SH |
| VOE | VANGUARD MID-CAP VALUE ETF (MKT) | 1K | $100K–$500K | SH |
| HSY | HERSHEY CO | 1K | $100K–$500K | SH |