BancorpSouth Bank
Latest statistics and disclosures from Cadence Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MUSA, MGC, AVGO, MSFT, AAPL, and represent 28.13% of Cadence Bank's stock portfolio.
- Added to shares of these 10 stocks: CADE (+$21M), COLB (+$8.6M), WMT (+$6.6M), BND, VOO, QSR, BMY, MGC, JEPQ, BAC.
- Started 14 new stock positions in DFAX, XLK, VOOV, AMCR, COLB, VUG, VTEI, BNDX, RKT, FRT. DFAT, FN, VONE, VNQ.
- Reduced shares in these 10 stocks: SLB (-$6.3M), STZ, LYB, AVGO, PZZA, JEPI, AAPL, META, NVDA, SPY.
- Sold out of its positions in ARCC, COO, DOW, FSIG, GPN, SHY, JPST, PECO, RC, RDFN. XME, BIL, SLB, XLV, SWK.
- Cadence Bank was a net buyer of stock by $36M.
- Cadence Bank has $1.6B in assets under management (AUM), dropping by 8.50%.
- Central Index Key (CIK): 0001299939
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Portfolio Holdings for Cadence Bank
Cadence Bank holds 337 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Murphy Usa (MUSA) | 9.8 | $161M | 415k | 388.26 |
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| Vanguard World Mega Cap Index (MGC) | 6.4 | $105M | 431k | 244.09 |
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| Broadcom (AVGO) | 4.4 | $73M | -3% | 221k | 329.91 |
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| Microsoft Corporation (MSFT) | 4.4 | $72M | 139k | 517.95 |
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| Apple (AAPL) | 3.2 | $53M | -2% | 207k | 254.63 |
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| Murphy Oil Corporation (MUR) | 3.0 | $50M | 1.8M | 28.41 |
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| Cadence Bank (CADE) | 2.8 | $46M | +82% | 1.2M | 37.54 |
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| NVIDIA Corporation (NVDA) | 2.4 | $39M | 211k | 186.58 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $37M | 151k | 243.10 |
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| Wal-Mart Stores (WMT) | 2.2 | $37M | +21% | 356k | 103.06 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 1.7 | $28M | +2% | 424k | 65.01 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $26M | -2% | 39k | 666.18 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.5 | $24M | +4% | 83k | 293.74 |
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| Exxon Mobil Corporation (XOM) | 1.5 | $24M | 214k | 112.75 |
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| Applied Materials (AMAT) | 1.4 | $24M | 115k | 204.74 |
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| Raytheon Technologies Corp (RTX) | 1.3 | $22M | 131k | 167.33 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.3 | $21M | +5% | 84k | 254.28 |
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| Procter & Gamble Company (PG) | 1.3 | $21M | 138k | 153.65 |
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| Prudential Financial (PRU) | 1.1 | $19M | +2% | 179k | 103.74 |
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| Kinder Morgan (KMI) | 1.1 | $18M | 623k | 28.31 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $17M | -2% | 53k | 315.43 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $16M | +26% | 219k | 74.37 |
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| Truist Financial Corp equities (TFC) | 0.9 | $15M | +7% | 336k | 45.72 |
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| Abbvie (ABBV) | 0.9 | $15M | 63k | 231.54 |
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| Pepsi (PEP) | 0.9 | $14M | +2% | 102k | 140.44 |
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| Cisco Systems (CSCO) | 0.9 | $14M | 209k | 68.42 |
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| General Dynamics Corporation (GD) | 0.8 | $13M | 39k | 341.00 |
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| Nike CL B (NKE) | 0.7 | $12M | +2% | 169k | 69.73 |
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| McDonald's Corporation (MCD) | 0.7 | $11M | 37k | 303.89 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $11M | 182k | 59.92 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $11M | +40% | 18k | 612.39 |
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| Dell Technologies CL C (DELL) | 0.6 | $11M | 74k | 141.77 |
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| Bristol Myers Squibb (BMY) | 0.6 | $10M | +28% | 229k | 45.10 |
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| Vail Resorts (MTN) | 0.6 | $10M | 68k | 149.57 |
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| Franklin Resources (BEN) | 0.6 | $10M | +2% | 430k | 23.13 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.6 | $9.7M | +34% | 151k | 64.14 |
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| T. Rowe Price (TROW) | 0.6 | $9.6M | +2% | 93k | 102.64 |
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| Siriusxm Holdings Common Stock (SIRI) | 0.6 | $9.5M | 408k | 23.27 |
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| Philip Morris International (PM) | 0.6 | $9.4M | 58k | 162.20 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.5 | $9.0M | +20% | 177k | 51.09 |
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| Amazon (AMZN) | 0.5 | $8.9M | +3% | 41k | 219.57 |
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| Eli Lilly & Co. (LLY) | 0.5 | $8.7M | 11k | 763.00 |
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| Columbia Banking System (COLB) | 0.5 | $8.6M | NEW | 334k | 25.74 |
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| Lamb Weston Hldgs (LW) | 0.5 | $8.3M | 143k | 58.08 |
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| Kinetik Holdings Com New Cl A (KNTK) | 0.5 | $8.0M | +2% | 187k | 42.74 |
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| FedEx Corporation (FDX) | 0.5 | $8.0M | 34k | 235.81 |
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| Nutrien (NTR) | 0.5 | $8.0M | 136k | 58.71 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $7.4M | -25% | 130k | 57.10 |
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| Medtronic SHS (MDT) | 0.4 | $7.4M | 78k | 95.24 |
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| Pfizer (PFE) | 0.4 | $7.4M | 289k | 25.48 |
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| Lowe's Companies (LOW) | 0.4 | $7.3M | 29k | 251.31 |
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| Qualcomm (QCOM) | 0.4 | $7.1M | 43k | 166.36 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.4 | $6.9M | 116k | 59.69 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $6.7M | 12k | 568.81 |
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| Federated Hermes CL B (FHI) | 0.4 | $6.6M | 128k | 51.93 |
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| ConAgra Foods (CAG) | 0.4 | $6.5M | -3% | 356k | 18.31 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $6.5M | 70k | 93.37 |
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| EOG Resources (EOG) | 0.4 | $6.4M | 57k | 112.12 |
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| Bank of America Corporation (BAC) | 0.4 | $6.3M | +32% | 122k | 51.59 |
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| Home Depot (HD) | 0.4 | $6.2M | 15k | 405.19 |
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| Visa Com Cl A (V) | 0.4 | $6.0M | -4% | 18k | 341.38 |
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| Hp (HPQ) | 0.4 | $6.0M | -2% | 220k | 27.23 |
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| Chevron Corporation (CVX) | 0.4 | $6.0M | -5% | 38k | 155.29 |
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| United Parcel Service CL B (UPS) | 0.4 | $5.9M | -4% | 70k | 83.53 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.4 | $5.8M | +37% | 100k | 57.52 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $5.7M | 12k | 468.41 |
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| SYSCO Corporation (SYY) | 0.3 | $5.7M | 69k | 82.34 |
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| Domino's Pizza (DPZ) | 0.3 | $5.5M | 13k | 431.71 |
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| Johnson & Johnson (JNJ) | 0.3 | $5.4M | 29k | 185.42 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $5.1M | -4% | 163k | 31.42 |
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| International Business Machines (IBM) | 0.3 | $5.1M | 18k | 282.16 |
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| Abbott Laboratories (ABT) | 0.3 | $5.1M | 38k | 133.94 |
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| Arista Networks Com Shs (ANET) | 0.3 | $4.8M | 33k | 145.71 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.7M | +3% | 9.3k | 502.74 |
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| Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.3 | $4.7M | +2% | 90k | 52.12 |
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| Ameriprise Financial (AMP) | 0.3 | $4.4M | -3% | 9.0k | 491.25 |
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| Quanta Services (PWR) | 0.3 | $4.3M | 11k | 414.42 |
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| Coca-Cola Company (KO) | 0.3 | $4.3M | 64k | 66.32 |
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| Capital One Financial (COF) | 0.2 | $4.1M | 19k | 212.58 |
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| Union Pacific Corporation (UNP) | 0.2 | $4.1M | 17k | 236.37 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $3.8M | +3% | 12k | 328.17 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $3.8M | -3% | 16k | 243.55 |
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| Eaton Corp SHS (ETN) | 0.2 | $3.7M | -3% | 10k | 374.25 |
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| Voya Financial (VOYA) | 0.2 | $3.7M | +59% | 49k | 74.80 |
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| McKesson Corporation (MCK) | 0.2 | $3.6M | 4.7k | 772.54 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $3.6M | 27k | 133.90 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.2 | $3.6M | 116k | 30.80 |
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| Amphenol Corp Cl A (APH) | 0.2 | $3.5M | 28k | 123.75 |
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| Norfolk Southern (NSC) | 0.2 | $3.4M | 11k | 300.41 |
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| Costco Wholesale Corporation (COST) | 0.2 | $3.3M | 3.6k | 925.64 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $3.3M | 27k | 120.72 |
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| Merck & Co (MRK) | 0.2 | $3.3M | 39k | 83.93 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $3.2M | 12k | 279.29 |
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| Fiserv (FI) | 0.2 | $3.1M | 24k | 128.93 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $3.1M | 15k | 206.51 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $3.0M | +14% | 35k | 84.11 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.9M | -2% | 44k | 65.26 |
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| Potlatch Corporation (PCH) | 0.2 | $2.8M | 69k | 40.75 |
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| Cummins (CMI) | 0.2 | $2.8M | 6.7k | 422.37 |
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| Goldman Sachs (GS) | 0.2 | $2.8M | 3.5k | 796.35 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.7M | -4% | 11k | 246.60 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.7M | 4.5k | 600.37 |
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| Papa John's Int'l (PZZA) | 0.2 | $2.7M | -49% | 56k | 48.15 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $2.4M | +52% | 5.6k | 435.46 |
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| Renasant (RNST) | 0.1 | $2.4M | 65k | 36.89 |
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| Allstate Corporation (ALL) | 0.1 | $2.4M | 11k | 214.65 |
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| Travelers Companies (TRV) | 0.1 | $2.4M | 8.5k | 279.22 |
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| O'reilly Automotive (ORLY) | 0.1 | $2.4M | 22k | 107.81 |
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| Meta Platforms Cl A (META) | 0.1 | $2.4M | -29% | 3.2k | 734.38 |
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| Danaher Corporation (DHR) | 0.1 | $2.3M | 12k | 198.26 |
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| Roper Industries (ROP) | 0.1 | $2.3M | 4.6k | 498.69 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.3M | -13% | 3.4k | 669.30 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $2.3M | +33% | 28k | 79.93 |
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| Public Service Enterprise (PEG) | 0.1 | $2.2M | 26k | 83.46 |
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| American Express Company (AXP) | 0.1 | $2.2M | 6.5k | 332.16 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $2.1M | -4% | 12k | 183.73 |
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| Oracle Corporation (ORCL) | 0.1 | $2.1M | 7.4k | 281.24 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.1M | +3% | 4.3k | 485.02 |
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| Constellation Energy (CEG) | 0.1 | $2.1M | -8% | 6.3k | 329.07 |
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| Regions Financial Corporation (RF) | 0.1 | $2.1M | 78k | 26.37 |
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| ConocoPhillips (COP) | 0.1 | $2.0M | 21k | 94.59 |
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| Evercore Class A (EVR) | 0.1 | $2.0M | 5.9k | 337.32 |
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| Gilead Sciences (GILD) | 0.1 | $2.0M | 18k | 111.00 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.9M | 16k | 118.83 |
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| Enterprise Products Partners (EPD) | 0.1 | $1.9M | +2% | 60k | 31.27 |
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| Ufp Industries (UFPI) | 0.1 | $1.8M | 20k | 93.49 |
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| Verizon Communications (VZ) | 0.1 | $1.8M | -2% | 41k | 43.95 |
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| Intuit (INTU) | 0.1 | $1.8M | 2.6k | 682.91 |
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| Progressive Corporation (PGR) | 0.1 | $1.7M | 6.9k | 246.95 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.7M | 4.8k | 352.75 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.7M | 4.5k | 365.48 |
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| Live Nation Entertainment (LYV) | 0.1 | $1.6M | 10k | 163.40 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $1.6M | 3.9k | 419.21 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $1.6M | +5% | 8.5k | 192.74 |
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| Darden Restaurants (DRI) | 0.1 | $1.6M | 8.5k | 190.36 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $1.6M | -7% | 11k | 140.05 |
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| Amgen (AMGN) | 0.1 | $1.6M | +2% | 5.5k | 282.20 |
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| Synopsys (SNPS) | 0.1 | $1.5M | +2% | 3.1k | 493.39 |
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| Automatic Data Processing (ADP) | 0.1 | $1.5M | 5.1k | 293.50 |
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| Walt Disney Company (DIS) | 0.1 | $1.5M | 13k | 114.50 |
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| Copart (CPRT) | 0.1 | $1.5M | 33k | 44.97 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $1.5M | 15k | 100.75 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $1.5M | +88% | 17k | 86.30 |
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| Silicon Motion Technology Sponsored Adr (SIMO) | 0.1 | $1.5M | 16k | 94.81 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.5M | 10k | 142.41 |
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| S&p Global (SPGI) | 0.1 | $1.4M | 2.9k | 486.71 |
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| Valero Energy Corporation (VLO) | 0.1 | $1.4M | 8.2k | 170.26 |
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| Verisk Analytics (VRSK) | 0.1 | $1.4M | 5.4k | 251.51 |
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| Southern Company (SO) | 0.1 | $1.4M | -8% | 14k | 94.77 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $1.3M | -4% | 26k | 52.30 |
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| Deere & Company (DE) | 0.1 | $1.3M | 2.9k | 457.26 |
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| TJX Companies (TJX) | 0.1 | $1.3M | 9.3k | 144.54 |
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| DTE Energy Company (DTE) | 0.1 | $1.3M | 9.3k | 141.43 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $1.3M | -2% | 14k | 95.15 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $1.3M | 15k | 84.68 |
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| Netease Sponsored Ads (NTES) | 0.1 | $1.3M | 8.3k | 151.99 |
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| General Mills (GIS) | 0.1 | $1.3M | 25k | 50.42 |
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| Altria (MO) | 0.1 | $1.2M | 19k | 66.06 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $1.2M | +143% | 19k | 65.00 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | -5% | 2.4k | 499.21 |
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| Target Corporation (TGT) | 0.1 | $1.2M | 13k | 89.70 |
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| At&t (T) | 0.1 | $1.2M | 42k | 28.24 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $1.2M | 2.1k | 546.75 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.1 | $1.1M | 888.00 | 1280.00 |
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| Simpson Manufacturing (SSD) | 0.1 | $1.1M | 6.6k | 167.46 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.1M | 7.8k | 142.10 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.1M | 1.8k | 596.02 |
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| Kla Corp Com New (KLAC) | 0.1 | $1.1M | 995.00 | 1078.60 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $1.1M | 7.6k | 139.67 |
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| salesforce (CRM) | 0.1 | $1.0M | 4.4k | 237.01 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.0M | +130% | 18k | 58.85 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.0M | 3.2k | 320.04 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $1.0M | -2% | 14k | 72.44 |
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| Williams-Sonoma (WSM) | 0.1 | $983k | 5.0k | 195.45 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.1 | $945k | +143% | 25k | 37.19 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $943k | 9.8k | 95.89 |
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| PNC Financial Services (PNC) | 0.1 | $931k | -2% | 4.6k | 200.93 |
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| UnitedHealth (UNH) | 0.1 | $924k | 2.7k | 345.30 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $920k | -2% | 11k | 87.31 |
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| MetLife (MET) | 0.1 | $915k | 11k | 82.37 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $895k | -3% | 7.2k | 123.75 |
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| A. O. Smith Corporation (AOS) | 0.1 | $892k | 12k | 73.41 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $890k | 4.4k | 203.59 |
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| SEI Investments Company (SEIC) | 0.1 | $883k | 10k | 84.85 |
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| Dominion Resources (D) | 0.1 | $829k | +4% | 14k | 61.17 |
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| Thor Industries (THO) | 0.0 | $817k | 7.9k | 103.69 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $815k | 48k | 17.16 |
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| Gentex Corporation (GNTX) | 0.0 | $815k | +29% | 29k | 28.30 |
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| Nextera Energy (NEE) | 0.0 | $806k | 11k | 75.49 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $796k | 6.1k | 129.72 |
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| Westrock Coffee (WEST) | 0.0 | $790k | 163k | 4.86 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $785k | 3.2k | 241.96 |
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| Caterpillar (CAT) | 0.0 | $780k | -20% | 1.6k | 477.15 |
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| Antero Midstream Corp antero midstream (AM) | 0.0 | $778k | 40k | 19.44 |
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| GSK Sponsored Adr (GSK) | 0.0 | $761k | 18k | 43.16 |
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| Honeywell International (HON) | 0.0 | $760k | 3.6k | 210.50 |
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| Excelerate Energy Cl A Com (EE) | 0.0 | $756k | 30k | 25.19 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $754k | 1.00 | 754200.00 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $748k | +3% | 1.5k | 490.38 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $722k | +228% | 19k | 38.57 |
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| Uber Technologies (UBER) | 0.0 | $722k | 7.4k | 97.97 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $711k | -14% | 7.4k | 96.46 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $701k | +15% | 16k | 44.69 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $688k | -31% | 3.2k | 215.84 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $659k | -12% | 15k | 45.21 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $655k | 5.1k | 128.24 |
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| Icon SHS (ICLR) | 0.0 | $654k | 3.7k | 175.00 |
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| CF Industries Holdings (CF) | 0.0 | $654k | -7% | 7.3k | 89.70 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $650k | -9% | 7.3k | 89.34 |
|
| Delek Us Holdings (DK) | 0.0 | $645k | 20k | 32.27 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $645k | 7.7k | 83.82 |
|
|
| Trustmark Corporation (TRMK) | 0.0 | $635k | 16k | 39.60 |
|
|
| Emerson Electric (EMR) | 0.0 | $634k | 4.8k | 131.18 |
|
|
| Tyson Foods Cl A (TSN) | 0.0 | $624k | 12k | 54.30 |
|
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $614k | 13k | 45.99 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $600k | -4% | 10k | 59.28 |
|
| Booking Holdings (BKNG) | 0.0 | $594k | 110.00 | 5399.26 |
|
|
| Ecolab (ECL) | 0.0 | $586k | -9% | 2.1k | 273.86 |
|
| Nextnav Common Stock (NN) | 0.0 | $586k | 41k | 14.30 |
|
|
| Blackrock (BLK) | 0.0 | $584k | 501.00 | 1165.87 |
|
|
| Tesla Motors (TSLA) | 0.0 | $583k | +6% | 1.3k | 444.72 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $581k | 4.9k | 119.51 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $572k | -12% | 9.2k | 62.47 |
|
| Interpublic Group of Companies (IPG) | 0.0 | $571k | 21k | 27.91 |
|
|
| Unum (UNM) | 0.0 | $564k | -7% | 7.2k | 77.78 |
|
| American Electric Power Company (AEP) | 0.0 | $558k | -6% | 5.0k | 112.50 |
|
| Entergy Corporation (ETR) | 0.0 | $541k | 5.8k | 93.19 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $539k | 3.8k | 141.50 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $538k | 5.4k | 100.25 |
|
|
| Boeing Company (BA) | 0.0 | $534k | 2.5k | 215.83 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $530k | -5% | 1.5k | 355.47 |
|
| Franco-Nevada Corporation (FNV) | 0.0 | $521k | 2.3k | 222.91 |
|
|
| Realty Income (O) | 0.0 | $494k | +47% | 8.1k | 60.79 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $488k | 2.8k | 176.81 |
|
|
| Williams Companies (WMB) | 0.0 | $485k | -12% | 7.7k | 63.35 |
|
| Prologis (PLD) | 0.0 | $482k | +2% | 4.2k | 114.52 |
|
| Fidelity National Information Services (FIS) | 0.0 | $479k | 7.3k | 65.94 |
|
|
| American Tower Reit (AMT) | 0.0 | $473k | -26% | 2.5k | 192.32 |
|
| LKQ Corporation (LKQ) | 0.0 | $464k | +4% | 15k | 30.54 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $461k | 1.1k | 402.41 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $455k | 610.00 | 746.63 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $454k | +2% | 1.5k | 300.82 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $453k | 4.7k | 96.55 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $450k | -7% | 6.8k | 65.92 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $443k | -91% | 3.3k | 134.67 |
|
| Alaska Air (ALK) | 0.0 | $441k | -8% | 8.9k | 49.78 |
|
| CenterPoint Energy (CNP) | 0.0 | $440k | 11k | 38.80 |
|
|
| Dollar General (DG) | 0.0 | $434k | 4.2k | 103.35 |
|
|
| Citigroup Com New (C) | 0.0 | $434k | 4.3k | 101.50 |
|
|
| Consolidated Edison (ED) | 0.0 | $432k | 4.3k | 100.52 |
|
|
| Banco Santander Adr (SAN) | 0.0 | $424k | 40k | 10.48 |
|
|
| Etf Ser Solutions Us Vegan Climate (VEGN) | 0.0 | $415k | 7.0k | 59.46 |
|
|
| Omega Healthcare Investors (OHI) | 0.0 | $408k | -45% | 9.7k | 42.22 |
|
| Southwest Airlines (LUV) | 0.0 | $408k | -23% | 13k | 31.91 |
|
| Intel Corporation (INTC) | 0.0 | $408k | -6% | 12k | 33.55 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $402k | 5.0k | 79.94 |
|
|
| John Hancock Exchange Traded Dynamic Municip (JHMU) | 0.0 | $401k | 15k | 26.00 |
|
|
| AmerisourceBergen (COR) | 0.0 | $395k | 1.3k | 312.53 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $374k | 1.8k | 208.71 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $370k | 1.1k | 346.26 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $366k | -90% | 7.5k | 49.04 |
|
| Royal Gold (RGLD) | 0.0 | $365k | 1.8k | 200.58 |
|
|
| Rocket Cos Cl A (RKT) | 0.0 | $354k | NEW | 18k | 19.38 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $353k | 5.2k | 68.46 |
|
|
| Black Stone Minerals Com Unit (BSM) | 0.0 | $351k | -33% | 27k | 13.14 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $349k | 2.6k | 134.17 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $349k | 4.6k | 75.39 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $347k | NEW | 11k | 31.38 |
|
| Morgan Stanley Com New (MS) | 0.0 | $347k | +3% | 2.2k | 159.06 |
|
| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.0 | $347k | NEW | 3.5k | 100.33 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $344k | 1.8k | 194.50 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $343k | 1.1k | 309.74 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $339k | +8% | 1.7k | 203.62 |
|
| 3M Company (MMM) | 0.0 | $333k | -9% | 2.1k | 155.18 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $332k | 2.6k | 128.35 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $332k | +6% | 1.8k | 186.49 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $329k | 6.8k | 48.42 |
|
|
| Ford Motor Company (F) | 0.0 | $321k | +9% | 27k | 11.96 |
|
| Masimo Corporation (MASI) | 0.0 | $321k | 2.2k | 147.55 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $318k | -3% | 5.3k | 60.03 |
|
| Phillips 66 (PSX) | 0.0 | $318k | -2% | 2.3k | 136.02 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $317k | 2.0k | 158.10 |
|
|
| Paychex (PAYX) | 0.0 | $315k | 2.5k | 126.76 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $309k | -23% | 2.5k | 124.34 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $308k | -5% | 1.3k | 234.98 |
|
| Edison International (EIX) | 0.0 | $304k | 5.5k | 55.28 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $300k | 1.4k | 219.53 |
|
|
| Stryker Corporation (SYK) | 0.0 | $295k | 799.00 | 369.67 |
|
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $283k | 11k | 24.79 |
|
|
| Sabra Health Care REIT (SBRA) | 0.0 | $280k | 15k | 18.64 |
|
|
| Wp Carey (WPC) | 0.0 | $270k | 4.0k | 67.57 |
|
|
| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.0 | $269k | 6.6k | 40.69 |
|
|
| Public Storage (PSA) | 0.0 | $268k | -3% | 926.00 | 288.85 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $267k | 1.0k | 256.45 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $266k | -4% | 15k | 17.27 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $259k | 2.3k | 113.62 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $252k | 2.3k | 108.60 |
|
|
| Ishares Tr Select Us Reit (ICF) | 0.0 | $247k | 4.0k | 61.62 |
|
|
| Servicenow (NOW) | 0.0 | $246k | +2% | 267.00 | 920.28 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $244k | 5.2k | 46.93 |
|
|
| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.0 | $241k | 4.1k | 58.96 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $241k | 2.5k | 96.49 |
|
|
| Ge Vernova (GEV) | 0.0 | $240k | +2% | 390.00 | 614.90 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $237k | 1.8k | 131.24 |
|
|
| Citizens Financial (CFG) | 0.0 | $237k | 4.5k | 53.16 |
|
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $235k | 3.2k | 74.35 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $233k | NEW | 486.00 | 479.61 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $233k | 2.0k | 115.01 |
|
|
| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.0 | $230k | 4.6k | 49.98 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $230k | 5.0k | 46.12 |
|
|
| Vanguard Wellington Us Momentum (VFMO) | 0.0 | $230k | 1.2k | 191.59 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $228k | 1.9k | 121.06 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $228k | NEW | 2.5k | 91.42 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $225k | -11% | 4.1k | 54.18 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $221k | -4% | 2.3k | 95.14 |
|
| Chubb (CB) | 0.0 | $214k | 758.00 | 282.25 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $213k | +8% | 1.3k | 168.48 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $212k | NEW | 700.00 | 302.35 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $212k | -2% | 4.5k | 46.71 |
|
| Illinois Tool Works (ITW) | 0.0 | $211k | -4% | 810.00 | 260.76 |
|
| Kimbell Rty Partners Unit (KRP) | 0.0 | $211k | 16k | 13.49 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $210k | NEW | 4.2k | 49.46 |
|
| Fidelis Insurance Holdings L (FIHL) | 0.0 | $210k | 12k | 18.15 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $207k | NEW | 3.6k | 58.21 |
|
| eBay (EBAY) | 0.0 | $207k | -21% | 2.3k | 90.95 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $207k | -20% | 545.00 | 378.94 |
|
| Exelon Corporation (EXC) | 0.0 | $205k | -13% | 4.5k | 45.01 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $204k | NEW | 722.00 | 281.86 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $203k | NEW | 2.0k | 101.31 |
|
| Fabrinet SHS (FN) | 0.0 | $202k | NEW | 554.00 | 364.62 |
|
| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.0 | $202k | 3.2k | 62.92 |
|
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $201k | NEW | 1.0k | 199.53 |
|
| Global Net Lease Com New (GNL) | 0.0 | $126k | -24% | 16k | 8.13 |
|
| Prospect Capital Corporation (PSEC) | 0.0 | $108k | +4% | 39k | 2.75 |
|
| Amcor Ord (AMCR) | 0.0 | $90k | NEW | 11k | 8.18 |
|
| Lumen Technologies (LUMN) | 0.0 | $61k | 10k | 6.12 |
|
|
| Taseko Cad (TGB) | 0.0 | $43k | -39% | 10k | 4.23 |
|
Past Filings by Cadence Bank
SEC 13F filings are viewable for Cadence Bank going back to 2017
- Cadence Bank 2025 Q3 filed Nov. 13, 2025
- Cadence Bank 2025 Q2 filed Aug. 14, 2025
- Cadence Bank 2025 Q1 filed May 14, 2025
- Cadence Bank 2024 Q4 filed Feb. 13, 2025
- Cadence Bank 2024 Q3 filed Nov. 13, 2024
- Cadence Bank 2024 Q2 filed Aug. 13, 2024
- Cadence Bank 2024 Q1 filed May 14, 2024
- Cadence Bank 2023 Q4 filed Feb. 13, 2024
- Cadence Bank 2023 Q3 filed Nov. 13, 2023
- Cadence Bank 2023 Q2 filed Aug. 14, 2023
- Cadence Bank 2023 Q1 filed May 12, 2023
- Cadence Bank 2022 Q4 filed Feb. 13, 2023
- Cadence Bank 2022 Q3 filed Nov. 10, 2022
- Cadence Bank 2022 Q2 filed Aug. 12, 2022
- Cadence Bank 2022 Q1 filed May 13, 2022
- Cadence Bank 2021 Q4 filed Feb. 11, 2022