Institutions / Oakworth Capital, Inc.
Oakworth Capital, Inc.
CIK 1588871 · Institution · as of Dec 31, 2025
Portfolio value
$1.83B
Positions
864
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 864 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr Russell 1000 Value ETF | $175.64M | 9.6% |
| iShares Tr Russell 1000 Growth ETF | $167.07M | 9.1% |
| Vanguard Ttl Bd Mkt | $153.90M | 8.4% |
| Vanguard Ftse Developed Markets | $138.77M | 7.6% |
| iShares Tr Russell Mid-Cap ETF | $114.13M | 6.2% |
| iShares 0 1 Yr Tresury Bond ETF | $111.63M | 6.1% |
| Vanguard Short Term Corp Bond Index Fund ETF | $93.92M | 5.1% |
| JPMORGAN CHASE & CO | $63.35M | 3.5% |
| Alphabet Inc. | $54.98M | 3.0% |
| SPDR Gold Tr Gold Shs | $53.21M | 2.9% |
| Walmart Inc. | $44.41M | 2.4% |
| Vanguard Inter-Trm Treas Index | $44.38M | 2.4% |
| Apple Inc. | $41.92M | 2.3% |
| J P Morgan Exchange-Traded Fd | $40.82M | 2.2% |
| iShares S&P 100 (Mkt) | $35.29M | 1.9% |
| iShares Core S&P Small-Cap (Mkt) | $30.94M | 1.7% |
| State Street Energy Select | $29.49M | 1.6% |
| Technology Sector SPDR Tr | $29.43M | 1.6% |
| Vanguard S&P 500 ETF | $29.20M | 1.6% |
| iShares MSCI UAE ETF | $26.73M | 1.5% |
| Microsoft Corp | $22.61M | 1.2% |
| SPDR S&P 500 (Mkt) | $20.93M | 1.1% |
| Comerica IncCMA | $20.68M | 1.1% |
| General Dynamics Corp | $18.85M | 1.0% |
| NVIDIA Corp | $14.60M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.