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Oakworth Capital

Latest statistics and disclosures from Oakworth Capital's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWD, IWF, BND, VEA, IWR, and represent 40.92% of Oakworth Capital's stock portfolio.
Added to shares of these 10 stocks: SHV (+$36M), VCSH (+$30M), XLE (+$16M), XLK (+$14M), BND (+$12M), IWD (+$5.4M), VGIT, IWR, JEPI, Dodge & Cox Fds Intl Stk Fd mutual funds.
Started 88 new stock positions in WPC, AG, SWKS, FDL, GSK, AXON, KKR, VEEV, SOLS, IVOL.
Reduced shares in these 10 stocks: , VBIAX (-$14M), GLD, IWF, Comerica Incorporated, GOOG, JPM, RF, GD, OEF.
Sold out of its positions in American Funds Europacific Growth Fund Class F-2, Fortinet, Invesco Adv Muni Inc Trust Ii equities, Mfs Intl Value Fund Class A, GQGIX, Target Corp equities, Travelers Companies equities, AVLV, AVEM, AMPH.
Oakworth Capital was a net buyer of stock by $79M.
Oakworth Capital has $1.8B in assets under management (AUM), dropping by 5.84%.
Central Index Key (CIK): 0001588871

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Portfolio Holdings for Oakworth Capital

Oakworth Capital holds 864 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Oakworth Capital has 864 total positions. Only the first 250 positions are shown.

Sign up to view all of the Oakworth Capital Dec. 31, 2025 positions
Download the Oakworth Capital December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Russell 1000 Value Mutual Fund/sto (IWD)	9.6	$176M	+3%	835k	210.34	View chart
Ishares Russell 1000 Growth Mutual Fund/sto (IWF)	9.1	$167M		353k	473.30	View chart
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)	8.4	$154M	+8%	2.1M	74.07	View chart
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)	7.6	$139M		2.2M	62.47	View chart
Ishares Russell Mid-cap Mutual Fund/sto (IWR)	6.2	$114M	+2%	1.2M	96.27	View chart
Ishares 0-1 Year Treasury Bond Mutual Fund/cor (SHV)	6.1	$112M	+47%	1.0M	110.15	View chart
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)	5.1	$94M	+47%	1.2M	79.73	View chart
Jp Morgan Chase & Co Common Stock (JPM)	3.5	$63M		197k	322.22	View chart
Alphabet Inc Sr Common Stock (GOOG)	3.0	$55M	-3%	175k	313.80	View chart
Spdr Gold Shares Mutual Fund/sto (GLD)	2.9	$53M	-4%	134k	396.31	View chart
Walmart Common Stock (WMT)	2.4	$44M		399k	111.41	View chart
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)	2.4	$44M	+11%	741k	59.93	View chart
Apple Common Stock (AAPL)	2.3	$42M		154k	271.86	View chart
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)	2.2	$41M	+6%	713k	57.24	View chart
Ishares S&p 100 Mutual Fund/sto (OEF)	1.9	$35M		103k	342.97	View chart
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)	1.7	$31M		258k	120.18	View chart
State Street Energy Select Mutual Fund/sto (XLE)	1.6	$30M	+121%	660k	44.71	View chart
State Street Technology Select Mutual Fund/sto (XLK)	1.6	$29M	+94%	204k	143.97	View chart
Vanguard S&p 500 Etf Mutual Fund/sto (VOO)	1.6	$29M		47k	627.13	View chart
Ishares Us Healthcare Mutual Fund/sto (IYH)	1.5	$27M	+2%	411k	65.10	View chart
Microsoft Corp Common Stock (MSFT)	1.2	$23M		47k	483.62	View chart
SPDR S&P 500 Mutual Fund/sto (SPY)	1.1	$21M		31k	681.92	View chart
Comerica Common Stock	1.1	$21M	-8%	238k	86.93	View chart
General Dynamics Corp Common Stock (GD)	1.0	$19M	-2%	56k	336.66	View chart
Nvidia Corp Common Stock (NVDA)	0.8	$15M		78k	186.50	View chart
Alphabet Inc Sr Common Stock (GOOGL)	0.5	$8.6M		27k	313.00	View chart
Oakworth Cap Common Stock (OAKC)	0.4	$7.7M		200k	38.50	View chart
Amazon Common Stock (AMZN)	0.3	$6.3M		27k	230.82	View chart
Broadcom Inc Sr Glbl Common Stock (AVGO)	0.3	$6.1M	+12%	18k	346.10	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.3	$5.5M		11k	502.65	View chart
Exxon Mobil Corp Common Stock (XOM)	0.2	$4.5M	-6%	38k	120.34	View chart
Southern Common Stock (SO)	0.2	$4.4M	+2%	51k	87.20	View chart
Vanguard Balanced Index Fund Admiral Class Mutual Fund (VBIAX)	0.2	$4.4M	-76%	85k	51.81	View chart
Merck & Co Common Stock (MRK)	0.2	$4.4M	-6%	42k	105.26	View chart
Eli Lilly & Co Common Stock (LLY)	0.2	$4.4M		4.1k	1074.68	View chart
Ishares Core S&p 500 Mutual Fund/sto (IVV)	0.2	$4.2M		6.1k	684.94	View chart
Globe Life Common Stock (GL)	0.2	$4.1M	+2%	29k	139.86	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$3.9M		19k	206.95	View chart
Coca Cola Co Sr Glbl Nt Common Stock (KO)	0.2	$3.4M	+2%	48k	69.91	View chart
Home Depot Common Stock (HD)	0.2	$3.3M	+2%	9.5k	344.10	View chart
Ishares Core S&p Mid-cap Mutual Fund/sto (IJH)	0.2	$3.1M		48k	66.00	View chart
Chevron Corp Common Stock (CVX)	0.2	$3.1M		20k	152.41	View chart
Micron Technology Common Stock (MU)	0.2	$2.9M		10k	285.41	View chart
Oracle Corp Sr Glbl Nt Common Stock (ORCL)	0.2	$2.9M	-3%	15k	194.91	View chart
Visa Inc Com Cl A Common Stock (V)	0.2	$2.8M	+3%	8.0k	350.71	View chart
Procter & Gamble Common Stock (PG)	0.1	$2.6M	-3%	18k	143.31	View chart
First Solar Common Stock (FSLR)	0.1	$2.5M		9.4k	261.23	View chart
Abbvie Inc Sr Nt Common Stock (ABBV)	0.1	$2.4M	+9%	11k	228.49	View chart
Union Pac Corp Common Stock (UNP)	0.1	$2.3M		9.9k	231.32	View chart
Lam Research Corp Common Stock (LRCX)	0.1	$2.3M		13k	171.18	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$2.3M	-5%	6.8k	330.11	View chart
Cisco Systems Common Stock (CSCO)	0.1	$2.2M	-4%	29k	77.03	View chart
Ishares Msci Acwi Ex Us Mutual Fund/sto (ACWX)	0.1	$2.1M		32k	67.13	View chart
Stryker Corp Common Stock (SYK)	0.1	$2.1M		6.0k	351.47	View chart
Mid-amer Apt Cmntys Common Stock (MAA)	0.1	$2.1M		15k	138.91	View chart
Caterpillar Common Stock (CAT)	0.1	$2.0M	-2%	3.5k	572.87	View chart
Vanguard Growth Etf Mutual Fund/sto (VUG)	0.1	$1.9M		4.0k	487.86	View chart
Invesco Qqq Tr Mutual Fund/sto (QQQ)	0.1	$1.9M	+2%	3.1k	614.31	View chart
Dfa Us Core Equity 2 Etf Mutual Fund/sto (DFAC)	0.1	$1.9M	-2%	47k	39.59	View chart
Costco Wholesale Corp Common Stock (COST)	0.1	$1.8M		2.1k	862.34	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$1.8M		5.8k	305.63	View chart
Nextera Energy Common Stock (NEE)	0.1	$1.8M		22k	80.28	View chart
Regions Financial Corp Common Stock (RF)	0.1	$1.5M	-28%	56k	27.10	View chart
Vanguard Equity Income Fund Admiral Class Mutual Fund (VEIRX)	0.1	$1.5M	+9%	16k	92.91	View chart
Diamondback Energy Common Stock (FANG)	0.1	$1.5M		9.9k	150.33	View chart
Mastercard Common Stock (MA)	0.1	$1.5M		2.6k	570.88	View chart
American Express Common Stock (AXP)	0.1	$1.4M	-3%	3.9k	369.95	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$1.4M		25k	55.00	View chart
Tjx Cos Common Stock (TJX)	0.1	$1.4M		9.0k	153.61	View chart
Vanguard Total Stock Market Etf Mutual Fund/sto (VTI)	0.1	$1.4M		4.1k	335.27	View chart
Lowes Companies Common Stock (LOW)	0.1	$1.4M	-3%	5.6k	241.16	View chart
Ishares Core S&p Total Us Mutual Fund/sto (ITOT)	0.1	$1.3M		9.1k	148.69	View chart
Dodge & Cox International Stock Fund Mutual Fund	0.1	$1.3M	+320%	80k	16.46	View chart
Pepsico Common Stock (PEP)	0.1	$1.3M		9.0k	143.52	View chart
Automatic Data Processing Common Stock (ADP)	0.1	$1.3M	+2%	5.0k	257.23	View chart
Vanguard Mid-cap Value Etf Mutual Fund/sto (VOE)	0.1	$1.3M		7.3k	177.37	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$1.2M		2.1k	579.45	View chart
Ishares Silver Trust Mutual Fund/sto (SLV)	0.1	$1.2M	+26%	19k	64.42	View chart
Vulcan Materials Common Stock (VMC)	0.1	$1.2M		4.3k	285.22	View chart
Ishares S&p 500 Growth Mutual Fund/sto (IVW)	0.1	$1.2M	-5%	9.4k	123.26	View chart
Meta Platforms Common Stock (META)	0.1	$1.2M	-19%	1.8k	660.09	View chart
Ishares Msci Emerging Markets Mutual Fund/sto (EEM)	0.1	$1.1M	+4%	21k	54.71	View chart
Truist Finl Corp Common Stock (TFC)	0.1	$1.1M		22k	49.21	View chart
Vanguard Large Cap Etf Mutual Fund/sto (VV)	0.1	$1.1M		3.4k	314.80	View chart
Marathon Pete Corp Common Stock (MPC)	0.1	$1.1M		6.6k	162.63	View chart
Eaton Corp Foreign Stock (ETN)	0.1	$1.1M		3.3k	318.51	View chart
Global X Funds Common Stock (CATH)	0.1	$1.0M		12k	82.23	View chart
Vanguard Mid-cap Growth Etf Mutual Fund/sto (VOT)	0.1	$970k		3.5k	279.14	View chart
Abbott Laboratories Common Stock (ABT)	0.1	$947k		7.6k	125.29	View chart
Hershey Common Stock (HSY)	0.1	$946k		5.2k	181.98	View chart
Ishares Msci Eafe Mutual Funds Gl (EFA)	0.1	$937k		9.8k	96.03	View chart
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)	0.0	$908k		40k	23.02	View chart
Lockheed Martin Corp Common Stock (LMT)	0.0	$908k		1.9k	483.67	View chart
The Cigna Group Common Stock (CI)	0.0	$897k		3.3k	275.23	View chart
Applied Materials Common Stock (AMAT)	0.0	$896k	+5%	3.5k	256.99	View chart
Servisfirst Bancshares Common Stock (SFBS)	0.0	$878k		12k	71.79	View chart
Ishares S&p Midcap 400 Growth Mutual Fund/sto (IJK)	0.0	$876k		9.0k	96.88	View chart
Global Payments Common Stock (GPN)	0.0	$876k		11k	77.40	View chart
International Business Machs Common Stock (IBM)	0.0	$874k	+10%	2.9k	296.21	View chart
Vanguard Mid-cap Etf Mutual Fund/sto (VO)	0.0	$872k		3.0k	290.22	View chart
Analog Devices Common Stock (ADI)	0.0	$856k	-7%	3.2k	271.20	View chart
Tesla Common Stock (TSLA)	0.0	$822k		1.8k	449.72	View chart
Rtx Corporation Common Stock (RTX)	0.0	$814k		4.4k	183.40	View chart
Philip Morris International Common Stock (PM)	0.0	$809k		5.0k	160.40	View chart
Blackrock Common Stock (BLK)	0.0	$808k		755.00	1070.34	View chart
Astrazeneca Foreign Stock	0.0	$773k		8.4k	91.93	View chart
Disney Walt Common Stock (DIS)	0.0	$764k		6.7k	113.77	View chart
Huntington Ingalls Inds Common Stock (HII)	0.0	$750k		2.2k	340.07	View chart
Honeywell International Common Stock (HON)	0.0	$745k	-7%	3.8k	195.09	View chart
Neos S&p 500 High Income Etf Exchange Traded Fund (SPYI)	0.0	$741k	NEW	14k	52.53	View chart
Csx Corp Common Stock (CSX)	0.0	$729k		20k	36.25	View chart
Steel Dynamics Common Stock (STLD)	0.0	$720k		4.2k	169.45	View chart
Deere & Co Common Stock (DE)	0.0	$705k	+3%	1.5k	465.57	View chart
Qualcomm Common Stock (QCOM)	0.0	$701k		4.1k	171.05	View chart
Zoetis Common Stock (ZTS)	0.0	$678k	-3%	5.4k	125.82	View chart
Waste Management Common Stock (WM)	0.0	$671k		3.1k	219.71	View chart
Hf Sinclair Corporation Common Stock (DINO)	0.0	$659k	-9%	14k	46.08	View chart
Trane Technologies Foreign Stock (TT)	0.0	$655k		1.7k	389.20	View chart
Enpro Common Stock (NPO)	0.0	$652k		3.0k	214.13	View chart
St Joe Common Stock (JOE)	0.0	$611k		10k	59.37	View chart
Amgen Common Stock (AMGN)	0.0	$607k	+7%	1.9k	327.31	View chart
Utilities Select Sector Spdrr Mutual Fund/sto (XLU)	0.0	$597k	+100%	14k	42.69	View chart
Norfolk Southern Corp Common Stock (NSC)	0.0	$595k		2.1k	288.72	View chart
Dfa Us Marketwide Value Etf Mutual Fund/sto (DFUV)	0.0	$593k		13k	46.59	View chart
3M Common Stock (MMM)	0.0	$578k		3.6k	160.10	View chart
Gilead Sciences Common Stock (GILD)	0.0	$576k		4.7k	122.74	View chart
Genuine Parts Common Stock (GPC)	0.0	$576k		4.7k	122.96	View chart
Chubb Foreign Stock (CB)	0.0	$555k	-10%	1.8k	312.12	View chart
Bristol-myers Squibb Common Stock (BMY)	0.0	$547k		10k	53.94	View chart
United Therapeutics Corp Common Stock (UTHR)	0.0	$541k		1.1k	487.25	View chart
Illinois Tool Works Common Stock (ITW)	0.0	$530k		2.2k	246.30	View chart
Morgan Stanley Common Stock (MS)	0.0	$519k	+8%	2.9k	177.53	View chart
Ishares Nasdaq Biotechnology Mutual Fund/sto (IBB)	0.0	$509k		3.0k	168.77	View chart
Schwab Charles Corp Common Stock (SCHW)	0.0	$507k	+4%	5.1k	99.91	View chart
Academy Sports & Outdoors Common Stock (ASO)	0.0	$486k		9.7k	49.96	View chart
Vanguard Small Cap Etf Mutual Fund/sto (VB)	0.0	$470k		1.8k	257.95	View chart
Ishares Russell 2000 Growth Mutual Fund/sto (IWO)	0.0	$469k	+204%	1.5k	323.01	View chart
Vanguard Value Index Fund Etf Mutual Fund/sto (VTV)	0.0	$467k		2.4k	190.99	View chart
Sysco Corp Common Stock (SYY)	0.0	$459k	+15%	6.2k	73.69	View chart
Ge Aerospace Common Stock (GE)	0.0	$456k		1.5k	308.03	View chart
Invesco S&p500 Equal Weight Tech Mutual Fund/sto (RSPT)	0.0	$455k		10k	45.51	View chart
Duke Energy Corp Common Stock (DUK)	0.0	$452k	-16%	3.9k	117.21	View chart
Intuit Common Stock (INTU)	0.0	$448k	+3%	676.00	662.42	View chart
Coterra Energy Common Stock (CTRA)	0.0	$444k	+2%	17k	26.32	View chart
Emerson Electric Common Stock (EMR)	0.0	$444k		3.3k	132.72	View chart
Air Products & Chemicals Common Stock (APD)	0.0	$438k	+4%	1.8k	247.02	View chart
Ge Vernova Common Stock (GEV)	0.0	$426k		651.00	653.57	View chart
Netflix Common Stock (NFLX)	0.0	$418k	+808%	4.5k	93.76	View chart
Pfizer Common Stock (PFE)	0.0	$416k	-4%	17k	24.90	View chart
Ab Large Cap Growth Fund Advisor Class Mutual Fund (APGYX)	0.0	$415k	+8%	3.7k	112.97	View chart
Gallagher Arthur J & Co Common Stock (AJG)	0.0	$410k		1.6k	258.79	View chart
U S Target Value Etf Mutual Fund/sto (DFAT)	0.0	$405k		6.8k	59.54	View chart
Harmony Biosciences Hldgs Common Stock (HRMY)	0.0	$405k		11k	37.42	View chart
Exelixis Common Stock (EXEL)	0.0	$402k		9.2k	43.83	View chart
Ishares Bitcoin Trust Etf Mutual Fund/sto (IBIT)	0.0	$401k	-15%	8.1k	49.65	View chart
Conocophillips Common Stock (COP)	0.0	$396k	+11%	4.2k	93.61	View chart
Banco Bilbao Vizcaya Argenta Foreign Stock (BBVA)	0.0	$390k		17k	23.31	View chart
Advanced Micro Devices Common Stock (AMD)	0.0	$389k	-20%	1.8k	214.16	View chart
Boston Scientific Corp Common Stock (BSX)	0.0	$388k		4.1k	95.35	View chart
Neos Nasdaq 100 High Income Etf Exchange Traded Fund (QQQI)	0.0	$388k	NEW	7.2k	53.86	View chart
Jabil Circuit Common Stock (JBL)	0.0	$387k		1.7k	228.02	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Index Fd Etf Exchange Traded Fund (VONE)	0.0	$386k		1.3k	309.04	View chart
Fti Consulting Common Stock (FCN)	0.0	$386k	-15%	2.3k	170.83	View chart
Ishares Select Dividend Mutual Fund/sto (DVY)	0.0	$383k		2.7k	141.14	View chart
Pimco Income Fund Inst'l Class Mutual Fund (PIMIX)	0.0	$381k	+8395%	35k	10.99	View chart
Neurocrine Biosciences Common Stock (NBIX)	0.0	$381k		2.7k	141.83	View chart
The Travelers Companies Common Stock (TRV)	0.0	$379k	+113%	1.3k	290.06	View chart
Autodesk Common Stock (ADSK)	0.0	$367k	+21%	1.2k	296.01	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$363k	+7%	1.2k	303.89	View chart
At&t Common Stock (T)	0.0	$358k		14k	24.84	View chart
Invesco S&p 500 Pure Value Etf Exchange Traded Fund (RPV)	0.0	$350k		3.4k	103.36	View chart
Vanguard Dividend Apprec Idx Etf Mutual Fund/sto (VIG)	0.0	$349k		1.6k	219.78	View chart
Ryder Systems Common Stock (R)	0.0	$346k		1.8k	191.39	View chart
State Street Spdr Portfolio S&p 500 High Dividend Etf Exchange Traded Fund (SPYD)	0.0	$346k	NEW	8.0k	43.25	View chart
Colgate Palmolive Common Stock (CL)	0.0	$344k	-5%	4.4k	79.02	View chart
Mondelez Intl Common Stock (MDLZ)	0.0	$344k	-6%	6.4k	53.83	View chart
Columbia Dividend Income Fund Institutional Class Mutual Fund (GSFTX)	0.0	$343k	+4%	9.5k	36.26	View chart
Novartis Foreign Stock (NVS)	0.0	$339k	+10%	2.5k	137.87	View chart
Invesco Nasdaq 100 Etf Mutual Fund/sto (QQQM)	0.0	$338k		1.3k	252.92	View chart
Reaves Util Income Fd Com Shs Ben Int Closed End Fund (UTG)	0.0	$329k		9.0k	36.58	View chart
Aflac Common Stock (AFL)	0.0	$327k		3.0k	110.27	View chart
Linde Foreign Stock (LIN)	0.0	$324k	+11%	760.00	426.39	View chart
Palantir Technologies Common Stock (PLTR)	0.0	$323k	+19%	1.8k	177.75	View chart
Citigroup Common Stock (C)	0.0	$318k		2.7k	116.69	View chart
Ishares National Amt-free Muni Mutual Funds/mu (MUB)	0.0	$318k	-36%	3.0k	107.11	View chart
Wells Fargo & Co Common Stock (WFC)	0.0	$316k	+9%	3.4k	93.20	View chart
Bwx Technologies Common Stock (BWXT)	0.0	$315k	+8%	1.8k	172.84	View chart
Becton Dickinson & Co Common Stock (BDX)	0.0	$302k	+4%	1.6k	194.07	View chart
Edwards Lifesciences Corp Common Stock (EW)	0.0	$298k		3.5k	85.25	View chart
Capital One Finl Corp Common Stock (COF)	0.0	$296k		1.2k	242.36	View chart
Vanguard 500 Index Fund Admiral Class Mutual Fund (VFIAX)	0.0	$294k		466.00	631.52	View chart
Dfa U.s. Small Cap Fund Inst'l Class Mutual Fund (DFSTX)	0.0	$293k	+423%	5.6k	52.28	View chart
Fidelity Wise Origin Bitcoin Etf Mutual Fund/sto (FBTC)	0.0	$293k		3.8k	76.33	View chart
Goldman Sachs Group Common Stock (GS)	0.0	$293k		333.00	879.00	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$287k	+14%	3.4k	84.21	View chart
Blackrock Capital Appreciation Fund Class A Mutual Fund (MDFGX)	0.0	$287k	+10%	8.2k	34.79	View chart
Seagate Technology Hldngs Foreign Stock (STX)	0.0	$285k	+158%	1.0k	275.39	View chart
Texas Instrs Common Stock (TXN)	0.0	$285k	-7%	1.6k	173.49	View chart
Verizon Communications Common Stock (VZ)	0.0	$285k	+2%	7.0k	40.73	View chart
Ishares Morningstar Mid-cap Mutual Fund/sto (IMCV)	0.0	$282k		3.4k	82.34	View chart
Vanguard Emerging Markets Mutual Fund/sto (VWO)	0.0	$282k		5.2k	53.76	View chart
Adobe Systems Common Stock (ADBE)	0.0	$279k	-5%	798.00	349.99	View chart
Dimensional Etf Trust Exchange Traded Fund (DFAU)	0.0	$279k		6.0k	46.80	View chart
Boeing Co Dep Conv Common Stock (BA)	0.0	$277k		1.3k	217.12	View chart
Legg Mason Clearbridge Small Cap Growth Fund Class I Mutual Fund (SBPYX)	0.0	$277k	+16%	7.6k	36.24	View chart
Ishares Ethereum Trust Etf Exchange Traded Fund (ETHA)	0.0	$274k		12k	22.43	View chart
Ishares Russell 2000 Value Mutual Fund/sto (IWN)	0.0	$271k		1.5k	181.21	View chart
Republic Services Common Stock (RSG)	0.0	$270k	+9%	1.3k	211.93	View chart
Ishares Msci Eafe Growth Mutual Fund/sto (EFG)	0.0	$268k		2.4k	113.92	View chart
Altria Group Common Stock (MO)	0.0	$267k	-54%	4.6k	57.66	View chart
Clorox Common Stock (CLX)	0.0	$267k		2.6k	100.83	View chart
Schwab Us Dividend Equity Etf Mutual Fund/sto (SCHD)	0.0	$260k		9.5k	27.43	View chart
Humana Common Stock (HUM)	0.0	$257k	+3%	1.0k	256.13	View chart
Fidelity Advisor Growth Opportunities Fund Class A Mutual Fund (FAGAX)	0.0	$257k	+4%	1.2k	209.02	View chart
Direxion Daily Financial Bull 3x Mutual Fund/sto (FAS)	0.0	$256k		1.5k	168.33	View chart
Valero Energy Corp Sr Glbl Common Stock (VLO)	0.0	$254k		1.6k	162.79	View chart
Quanta Services Common Stock (PWR)	0.0	$249k		590.00	422.06	View chart
Cintas Corp Common Stock (CTAS)	0.0	$245k		1.3k	188.07	View chart
Synovus Financial Corp Common Stock (SNV)	0.0	$243k		4.9k	50.05	View chart
Darden Restaurants Common Stock (DRI)	0.0	$243k	+6%	1.3k	184.02	View chart
T Mobile Us Common Stock (TMUS)	0.0	$242k		1.2k	203.04	View chart
Schwab Strategic Tr Us Large Cap Etf Exchange Traded Fund (SCHX)	0.0	$242k		9.0k	26.91	View chart
Oberweis Small Cap Opportunities Fund Investor Class Mutual Fund (OBSOX)	0.0	$239k		8.2k	29.13	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Exchange Traded Fund (HELO)	0.0	$237k	-28%	3.6k	66.43	View chart
Principal Midcap Blend Fund Inst'l Class Mutual Fund (PCBIX)	0.0	$235k	+5%	5.5k	42.81	View chart
Morgan Stanley Global Franchise Portfolio Fund Class A Mutual Fund (MSFBX)	0.0	$235k	+13%	8.2k	28.68	View chart
Parker Hannifin Corp Common Stock (PH)	0.0	$231k	+38%	263.00	878.96	View chart
Curtiss Wright Corporation Common Stock (CW)	0.0	$226k		410.00	551.27	View chart
Ishares Russell Mid-cap Growth Mutual Fund/sto (IWP)	0.0	$225k		1.6k	136.94	View chart
T Rowe Price Retirement 2030 Fund Investor Class Mutual Fund (TRRCX)	0.0	$223k	+5%	8.0k	27.75	View chart
State Street Consumer Mutual Fund/sto (XLY)	0.0	$222k	+100%	1.9k	119.41	View chart
Pnc Financial Services Group Common Stock (PNC)	0.0	$220k		1.1k	208.73	View chart
Progressive Corp Oh Common Stock (PGR)	0.0	$219k	+11%	961.00	227.72	View chart
Target Corp Common Stock (TGT)	0.0	$217k	+36%	2.2k	97.75	View chart
Freeport-mcmoran Common Stock (FCX)	0.0	$215k	+5%	4.2k	50.79	View chart
Dfa Us Small Cap Etf Mutual Fund/sto (DFAS)	0.0	$214k		3.1k	69.67	View chart
Ishares Core Dividend Growth Etf Mutual Fund/sto (DGRO)	0.0	$212k		3.1k	69.42	View chart
Ecolab Common Stock (ECL)	0.0	$212k	+2%	806.00	262.52	View chart
Royal Dutch Shell Foreign Stock (SHEL)	0.0	$208k		2.8k	73.48	View chart
Corteva Common Stock (CTVA)	0.0	$208k	-2%	3.1k	67.03	View chart
Kimberly Clark Corp Common Stock (KMB)	0.0	$207k		2.1k	100.89	View chart
Janus Overseas Fund Class I Mutual Fund (JIGFX)	0.0	$206k		3.6k	57.43	View chart
Vanguard Mega Cap Index Fund Etf Mutual Fund/sto (MGC)	0.0	$205k		817.00	251.17	View chart
Ishares Ultra Short Term Bond Active Etf Exchange Traded Fund (ICSH)	0.0	$205k	-42%	4.0k	50.58	View chart
HP Common Stock (HPQ)	0.0	$203k	-7%	9.1k	22.28	View chart
Salesforce Common Stock (CRM)	0.0	$202k	+22%	761.00	264.91	View chart
Southstate Bk Corp Common Stock (SSB)	0.0	$200k	+461%	2.1k	94.11	View chart
Corning Common Stock (GLW)	0.0	$200k		2.3k	87.56	View chart
Paychex Common Stock (PAYX)	0.0	$199k	-16%	1.8k	112.18	View chart
Aon Plc Shs Cl A Foreign Stock (AON)	0.0	$197k	+8%	559.00	352.88	View chart

Past Filings by Oakworth Capital

SEC 13F filings are viewable for Oakworth Capital going back to 2013

Oakworth Capital 2025 Q4 filed Jan. 30, 2026
Oakworth Capital 2025 Q3 filed Nov. 4, 2025
Oakworth Capital 2025 Q2 filed July 17, 2025
Oakworth Capital 2025 Q1 filed April 24, 2025
Oakworth Capital 2024 Q4 filed Jan. 27, 2025
Oakworth Capital 2024 Q3 filed Oct. 21, 2024
Oakworth Capital 2024 Q2 filed July 19, 2024
Oakworth Capital 2024 Q1 filed April 22, 2024
Oakworth Capital 2023 Q4 filed Jan. 31, 2024
Oakworth Capital 2023 Q3 filed Oct. 31, 2023
Oakworth Capital 2023 Q2 filed July 28, 2023
Oakworth Capital 2023 Q1 filed May 2, 2023
Oakworth Capital 2022 Q4 filed Feb. 3, 2023
Oakworth Capital 2022 Q3 filed Oct. 31, 2022
Oakworth Capital 2022 Q2 filed Aug. 5, 2022
Oakworth Capital 2022 Q1 filed April 11, 2022

View all past filings

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