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Oakworth Capital

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

Top 5 stock holdings are IWF, IWD, BND, VEA, IWR, and represent 41.50% of Oakworth Capital's stock portfolio.
Added to shares of these 10 stocks: VBIAX (+$19M), OAKC (+$6.5M), BND (+$6.1M), IWD, VCSH, GLD, VGIT, XOM, SO, VEIRX.
Started 230 new stock positions in VUSB, MDY, Fidelity Advisor Focused Em Mk, FNMA, SLASX, TEPLX, WFMIX, Gqg Partners Intl Qlty Div Inc Ins, TTD, SFNNX.
Reduced shares in these 10 stocks: GD, AAPL, GOOG, VOO, JPM, OEF, UNP, TRV, VTEB, EXE.
Sold out of its positions in ABNB, ANSS, BXP, SILA, DVN, DJT, DMLP, FTNT, GNTX, HES. LEXX, Lucid Group, NOK, OTEX, ORGNW, RGTI, RIVN, SYTA, SNAP, SON, South State Corporation, VTRS, Wk Kellogg.
Oakworth Capital was a net buyer of stock by $71M.
Oakworth Capital has $1.7B in assets under management (AUM), dropping by 11.55%.
Central Index Key (CIK): 0001588871

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Portfolio Holdings for Oakworth Capital

Oakworth Capital holds 844 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Oakworth Capital has 844 total positions. Only the first 250 positions are shown.

Sign up to view all of the Oakworth Capital Sept. 30, 2025 positions
Download the Oakworth Capital September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Russell 1000 Growth Mutual Fund/sto (IWF)	9.7	$167M		357k	468.41	View chart
Ishares Russell 1000 Value Mutual Fund/sto (IWD)	9.5	$165M		809k	203.59	View chart
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)	8.2	$142M	+4%	1.9M	74.37	View chart
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)	7.6	$132M		2.2M	59.92	View chart
Ishares Russell Mid-cap Mutual Fund/sto (IWR)	6.5	$112M		1.2M	96.55	View chart
Ishares Short Treasury Bond Etf Mutual Fund/cor (SHV)	4.4	$76M		689k	110.49	View chart
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)	3.7	$64M	+4%	799k	79.93	View chart
Jp Morgan Chase & Co Common Stock (JPM)	3.6	$63M		200k	315.43	View chart
Spdr Gold Shares Mutual Fund/sto (GLD)	2.9	$50M	+3%	141k	355.47	View chart
Alphabet Inc Sr Common Stock (GOOG)	2.5	$44M		181k	243.55	View chart
Walmart Common Stock (WMT)	2.4	$41M		399k	103.06	View chart
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)	2.3	$40M	+4%	666k	60.03	View chart
Apple Common Stock (AAPL)	2.3	$40M		155k	254.63	View chart
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)	2.2	$38M	+2%	668k	57.10	View chart
Ishares S&p 100 Mutual Fund/sto (OEF)	2.0	$35M		104k	332.84	View chart
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)	1.7	$30M	+3%	253k	118.83	View chart
Technology Select Sector Spdrr Mutual Fund/sto (XLK)	1.7	$30M		105k	281.86	View chart
Vanguard S&p 500 Etf Mutual Fund/sto (VOO)	1.6	$28M		46k	612.38	View chart
Builders Firstsource Common Stock (BLDR)	1.6	$27M		226k	121.25	View chart
Energy Select Sector Spdr Fund Mutual Fund/sto (XLE)	1.5	$27M	+3%	298k	89.34	View chart
Microsoft Corp Common Stock (MSFT)	1.4	$24M		47k	517.95	View chart
Ishares Us Healthcare Mutual Fund/sto (IYH)	1.4	$24M		400k	58.72	View chart
SPDR S&P 500 Mutual Fund/sto (SPY)	1.2	$20M		31k	666.18	View chart
General Dynamics Corp Common Stock (GD)	1.1	$20M	-2%	57k	341.00	View chart
Vanguard Balanced Index Fund Admiral Class Mutual Fund (VBIAX)	1.1	$19M	NEW	362k	52.45	View chart
Comerica Common Stock (CMA)	1.0	$18M	+2%	260k	68.52	View chart
Nvidia Corp Common Stock (NVDA)	0.8	$15M		79k	186.58	View chart
Alphabet Inc Sr Common Stock (GOOGL)	0.4	$6.6M		27k	243.10	View chart
Oakworth Cap Common Stock (OAKC)	0.4	$6.5M	NEW	201k	32.37	View chart
Amazon Common Stock (AMZN)	0.3	$5.8M		27k	219.57	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.3	$5.5M		11k	502.74	View chart
Broadcom Common Stock (AVGO)	0.3	$5.2M	+10%	16k	329.91	View chart
Southern Common Stock (SO)	0.3	$4.7M	+48%	49k	94.77	View chart
Exxon Mobil Corp Common Stock (XOM)	0.3	$4.5M	+57%	40k	112.75	View chart
Oracle Corp Common Stock (ORCL)	0.3	$4.4M		16k	281.24	View chart
Globe Life Common Stock (GL)	0.2	$4.1M		29k	142.97	View chart
Ishares Core S&p 500 Mutual Fund/sto (IVV)	0.2	$4.1M		6.1k	669.30	View chart
Merck & Co Common Stock (MRK)	0.2	$3.8M		45k	83.93	View chart
Home Depot Common Stock (HD)	0.2	$3.8M	+4%	9.3k	405.19	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$3.5M		19k	185.42	View chart
Ishares Core S&p Mid-cap Mutual Fund/sto (IJH)	0.2	$3.1M		48k	65.26	View chart
Chevron Corp Common Stock (CVX)	0.2	$3.1M	+5%	20k	155.29	View chart
Coca Cola Common Stock (KO)	0.2	$3.1M		47k	66.32	View chart
Eli Lilly & Co Common Stock (LLY)	0.2	$3.1M	+2%	4.0k	763.00	View chart
Procter & Gamble Common Stock (PG)	0.2	$2.9M	+7%	19k	153.65	View chart
Visa Inc Com Cl A Common Stock (V)	0.2	$2.6M	+4%	7.7k	341.38	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$2.5M		7.3k	345.30	View chart
Union Pac Corp Common Stock (UNP)	0.1	$2.4M	-8%	9.9k	236.37	View chart
Abbvie Inc Sr Nt Common Stock (ABBV)	0.1	$2.2M	+5%	9.7k	231.54	View chart
Stryker Corp Common Stock (SYK)	0.1	$2.2M		6.0k	369.67	View chart
Mid-amer Apt Cmntys Common Stock (MAA)	0.1	$2.1M		15k	139.73	View chart
Regions Financial Corp Common Stock (RF)	0.1	$2.1M		79k	26.37	View chart
First Solar Common Stock (FSLR)	0.1	$2.1M		9.4k	220.53	View chart
Ishares Msci Acwi Ex Us Mutual Fund/sto (ACWX)	0.1	$2.1M		32k	65.01	View chart
Cisco Systems Common Stock (CSCO)	0.1	$2.1M	+6%	30k	68.42	View chart
Costco Wholesale Corp Common Stock (COST)	0.1	$1.9M	+8%	2.1k	925.63	View chart
Vanguard Growth Etf Mutual Fund/sto (VUG)	0.1	$1.9M		4.0k	479.61	View chart
Dfa Us Core Equity 2 Etf Mutual Fund/sto (DFAC)	0.1	$1.9M		48k	38.57	View chart
Invesco Qqq Tr Mutual Fund/sto (QQQ)	0.1	$1.8M	-2%	3.0k	600.37	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$1.8M	+10%	5.9k	303.89	View chart
Lam Research Corp Common Stock (LRCX)	0.1	$1.8M		13k	133.90	View chart
Caterpillar Common Stock (CAT)	0.1	$1.7M		3.6k	477.15	View chart
Micron Technology Common Stock (MU)	0.1	$1.7M		10k	167.32	View chart
Nextera Energy Common Stock (NEE)	0.1	$1.7M		22k	75.49	View chart
Meta Platforms Common Stock (META)	0.1	$1.6M	+3%	2.2k	734.38	View chart
Vanguard Equity Income Fund Admiral Class Mutual Fund (VEIRX)	0.1	$1.5M	NEW	15k	97.99	View chart
Lowes Companies Common Stock (LOW)	0.1	$1.5M	+6%	5.9k	251.31	View chart
Automatic Data Processing Common Stock (ADP)	0.1	$1.4M		4.9k	293.50	View chart
Mastercard Common Stock (MA)	0.1	$1.4M		2.5k	568.81	View chart
Diamondback Energy Common Stock (FANG)	0.1	$1.4M	+14%	9.9k	143.10	View chart
American Express Common Stock (AXP)	0.1	$1.3M		4.0k	332.16	View chart
Vanguard Total Stock Market Etf Mutual Fund/sto (VTI)	0.1	$1.3M		4.1k	328.17	View chart
Ishares Core S&p Total Us Mutual Fund/sto (ITOT)	0.1	$1.3M		9.1k	145.65	View chart
Vulcan Materials Common Stock (VMC)	0.1	$1.3M		4.3k	307.62	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$1.3M	+36%	25k	51.59	View chart
Tjx Cos Common Stock (TJX)	0.1	$1.3M		8.8k	144.54	View chart
Marathon Pete Corp Common Stock (MPC)	0.1	$1.3M		6.6k	192.74	View chart
Vanguard Mid-cap Value Etf Mutual Fund/sto (VOE)	0.1	$1.3M		7.3k	174.58	View chart
Dodge & Cox International Stock Fund Mutual Fund	0.1	$1.3M	NEW	19k	65.80	View chart
Pepsico Common Stock (PEP)	0.1	$1.2M		8.9k	140.44	View chart
Eaton Corp Foreign Stock (ETN)	0.1	$1.2M		3.3k	374.25	View chart
Ishares S&p 500 Growth Mutual Fund/sto (IVW)	0.1	$1.2M		9.9k	120.72	View chart
Ishares Msci Emerging Markets Mutual Fund/sto (EEM)	0.1	$1.1M		20k	53.40	View chart
Vanguard Large Cap Etf Mutual Fund/sto (VV)	0.1	$1.1M		3.4k	307.86	View chart
Vanguard Mid-cap Growth Etf Mutual Fund/sto (VOT)	0.1	$1.0M		3.5k	293.79	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$1.0M		2.1k	485.02	View chart
Abbott Laboratories Common Stock (ABT)	0.1	$1.0M	+2%	7.6k	133.94	View chart
Truist Finl Corp Common Stock (TFC)	0.1	$995k	+4%	22k	45.72	View chart
Global X Funds Common Stock (CATH)	0.1	$994k		12k	81.06	View chart
Servisfirst Bancshares Common Stock (SFBS)	0.1	$985k		12k	80.53	View chart
Hershey Common Stock (HSY)	0.1	$973k	+23%	5.2k	187.05	View chart
The Cigna Group Common Stock (CI)	0.1	$939k		3.3k	288.25	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$937k	+2%	1.9k	499.21	View chart
Global Payments Common Stock (GPN)	0.1	$936k		11k	83.08	View chart
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)	0.1	$914k		40k	23.12	View chart
Ishares Msci Eafe Mutual Funds Gl (EFA)	0.1	$911k		9.8k	93.37	View chart
Vanguard Mid-cap Etf Mutual Fund/sto (VO)	0.1	$883k		3.0k	293.74	View chart
Blackrock Common Stock (BLK)	0.1	$870k	+3%	746.00	1165.87	View chart
Honeywell International Common Stock (HON)	0.1	$869k	+9%	4.1k	210.50	View chart
Ishares S&p Midcap 400 Growth Mutual Fund/sto (IJK)	0.1	$867k		9.0k	95.89	View chart
Analog Devices Common Stock (ADI)	0.0	$839k		3.4k	245.70	View chart
Philip Morris International Common Stock (PM)	0.0	$835k	-4%	5.1k	162.20	View chart
Hf Sinclair Corporation Common Stock (DINO)	0.0	$824k		16k	52.34	View chart
Zoetis Common Stock (ZTS)	0.0	$816k		5.6k	146.32	View chart
Tesla Common Stock (TSLA)	0.0	$813k	-3%	1.8k	444.72	View chart
Disney Walt Common Stock (DIS)	0.0	$765k		6.7k	114.50	View chart
International Business Machs Common Stock (IBM)	0.0	$752k		2.7k	282.16	View chart
Rtx Corporation Common Stock (RTX)	0.0	$741k	+4%	4.4k	167.33	View chart
Trane Technologies Foreign Stock (TT)	0.0	$710k		1.7k	421.96	View chart
Csx Corp Common Stock (CSX)	0.0	$706k	+29%	20k	35.51	View chart
Enpro Common Stock (NPO)	0.0	$688k	+17%	3.0k	226.00	View chart
Applied Materials Common Stock (AMAT)	0.0	$679k	+10%	3.3k	204.74	View chart
Waste Management Common Stock (WM)	0.0	$675k		3.1k	220.83	View chart
Qualcomm Common Stock (QCOM)	0.0	$674k		4.1k	166.36	View chart
Deere & Co Common Stock (DE)	0.0	$668k		1.5k	457.26	View chart
Altria Group Common Stock (MO)	0.0	$666k		10k	66.06	View chart
Astrazeneca Foreign Stock (AZN)	0.0	$645k		8.4k	76.72	View chart
Genuine Parts Common Stock (GPC)	0.0	$637k	+9%	4.6k	138.60	View chart
Ishares Silver Trust Mutual Fund/sto (SLV)	0.0	$636k	+11%	15k	42.37	View chart
Norfolk Southern Corp Common Stock (NSC)	0.0	$632k		2.1k	300.41	View chart
Huntington Ingalls Inds Common Stock (HII)	0.0	$625k		2.2k	287.91	View chart
Ishares Bitcoin Trust Etf Mutual Fund/sto (IBIT)	0.0	$619k	+48%	9.5k	65.00	View chart
Utilities Select Sector Spdrr Mutual Fund/sto (XLU)	0.0	$609k		7.0k	87.21	View chart
Steel Dynamics Common Stock (STLD)	0.0	$592k	+9%	4.2k	139.43	View chart
Netflix Common Stock (NFLX)	0.0	$588k	+2%	490.00	1198.92	View chart
Duke Energy Corp Common Stock (DUK)	0.0	$574k	-3%	4.6k	123.75	View chart
Illinois Tool Works Common Stock (ITW)	0.0	$569k		2.2k	260.76	View chart
Dfa Us Marketwide Value Etf Mutual Fund/sto (DFUV)	0.0	$568k		13k	44.69	View chart
Chubb Foreign Stock (CB)	0.0	$563k	+6%	2.0k	282.25	View chart
3M Common Stock (MMM)	0.0	$560k		3.6k	155.18	View chart
Gilead Sciences Common Stock (GILD)	0.0	$527k	+18%	4.7k	111.00	View chart
St Joe Common Stock (JOE)	0.0	$509k		10k	49.48	View chart
Ishares National Amt-free Muni Mutual Funds/mu (MUB)	0.0	$499k	-3%	4.7k	106.49	View chart
Gallagher Arthur J & Co Common Stock (AJG)	0.0	$491k		1.6k	309.74	View chart
Academy Sports & Outdoors Common Stock (ASO)	0.0	$487k		9.7k	50.02	View chart
Amgen Common Stock (AMGN)	0.0	$486k	+19%	1.7k	282.20	View chart
United Therapeutics Corp Common Stock (UTHR)	0.0	$466k		1.1k	419.21	View chart
Air Products & Chemicals Common Stock (APD)	0.0	$464k	+41%	1.7k	272.72	View chart
Schwab Charles Corp Common Stock (SCHW)	0.0	$463k	+89%	4.8k	95.47	View chart
Vanguard Small Cap Etf Mutual Fund/sto (VB)	0.0	$463k		1.8k	254.28	View chart
Bristol-myers Squibb Common Stock (BMY)	0.0	$458k	+84%	10k	45.10	View chart
Vanguard Value Index Fund Etf Mutual Fund/sto (VTV)	0.0	$456k	+7%	2.4k	186.49	View chart
Intuit Common Stock (INTU)	0.0	$447k		654.00	682.91	View chart
Sysco Corp Common Stock (SYY)	0.0	$446k	+2%	5.4k	82.34	View chart
Invesco S&p500 Equal Weight Tech Mutual Fund/sto (RSPT)	0.0	$446k		10k	44.58	View chart
Ge Aerospace Common Stock (GE)	0.0	$445k	+371%	1.5k	300.82	View chart
Pfizer Common Stock (PFE)	0.0	$443k		17k	25.48	View chart
Emerson Electric Common Stock (EMR)	0.0	$438k	+2%	3.3k	131.18	View chart
Ishares Nasdaq Biotechnology Mutual Fund/sto (IBB)	0.0	$435k		3.0k	144.37	View chart
Fti Consulting Common Stock (FCN)	0.0	$432k		2.7k	161.65	View chart
Mondelez Intl Common Stock (MDLZ)	0.0	$428k	+2%	6.8k	62.47	View chart
Morgan Stanley Common Stock (MS)	0.0	$427k		2.7k	158.96	View chart
Ab Large Cap Growth Fund Advisor Class Mutual Fund (APGYX)	0.0	$418k	NEW	3.4k	123.57	View chart
At&t Common Stock (T)	0.0	$407k	+128%	14k	28.24	View chart
Ge Vernova Common Stock (GEV)	0.0	$400k	+80%	651.00	614.90	View chart
Boston Scientific Corp Common Stock (BSX)	0.0	$398k	+3%	4.1k	97.63	View chart
U S Target Value Etf Mutual Fund/sto (DFAT)	0.0	$396k		6.8k	58.21	View chart
Coterra Energy Common Stock (CTRA)	0.0	$388k		16k	23.65	View chart
Ishares Select Dividend Mutual Fund/sto (DVY)	0.0	$386k		2.7k	142.10	View chart
Ishares Ethereum Trust Etf Exchange Traded Fund (ETHA)	0.0	$385k		12k	31.51	View chart
Fidelity Wise Origin Bitcoin Etf Mutual Fund/sto (FBTC)	0.0	$382k		3.8k	99.67	View chart
Exelixis Common Stock (EXEL)	0.0	$379k		9.2k	41.30	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Index Fd Etf Exchange Traded Fund (VONE)	0.0	$378k	NEW	1.3k	302.35	View chart
Neurocrine Biosciences Common Stock (NBIX)	0.0	$377k	-3%	2.7k	140.38	View chart
Colgate Palmolive Common Stock (CL)	0.0	$369k	+43%	4.6k	79.94	View chart
Advanced Micro Devices Common Stock (AMD)	0.0	$369k		2.3k	161.79	View chart
Jabil Circuit Common Stock (JBL)	0.0	$368k		1.7k	217.17	View chart
Conocophillips Common Stock (COP)	0.0	$360k		3.8k	94.59	View chart
Reaves Util Income Fd Com Shs Ben Int Closed End Fund (UTG)	0.0	$357k		9.0k	39.62	View chart
Ishares Ultra Short Term Bond Active Etf Exchange Traded Fund (ICSH)	0.0	$355k	NEW	7.0k	50.75	View chart
Ryder Systems Common Stock (R)	0.0	$341k	NEW	1.8k	188.64	View chart
Vanguard Dividend Apprec Idx Etf Mutual Fund/sto (VIG)	0.0	$341k	+12%	1.6k	215.79	View chart
Invesco S&p 500 Pure Value Etf Exchange Traded Fund (RPV)	0.0	$336k		3.4k	99.38	View chart
Columbia Dividend Income Fund Institutional Class Mutual Fund (GSFTX)	0.0	$335k	NEW	9.1k	36.82	View chart
Invesco Nasdaq 100 Etf Mutual Fund/sto (QQQM)	0.0	$331k		1.3k	247.12	View chart
Aflac Common Stock (AFL)	0.0	$328k	+28%	2.9k	111.70	View chart
Clorox Common Stock (CLX)	0.0	$326k	+60%	2.6k	123.30	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Exchange Traded Fund (HELO)	0.0	$325k		5.0k	65.00	View chart
Linde Foreign Stock (LIN)	0.0	$325k	+23%	684.00	475.00	View chart
Texas Instruments Common Stock (TXN)	0.0	$324k	-9%	1.8k	183.73	View chart
Autodesk Common Stock (ADSK)	0.0	$324k	+2%	1.0k	317.67	View chart
Banco Bilbao Vizcaya Argenta Foreign Stock (BBVA)	0.0	$322k		17k	19.25	View chart
Bwx Technologies Common Stock (BWXT)	0.0	$310k	+52%	1.7k	184.37	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$310k	+145%	1.1k	279.29	View chart
Verizon Communications Common Stock (VZ)	0.0	$299k	+2%	6.8k	43.95	View chart
Harmony Biosciences Hldgs Common Stock (HRMY)	0.0	$298k	-2%	11k	27.56	View chart
Adobe Systems Common Stock (ADBE)	0.0	$297k		842.00	352.76	View chart
Blackrock Capital Appreciation Fund Class A Mutual Fund	0.0	$290k	NEW	7.5k	38.92	View chart
Vanguard 500 Index Fund Admiral Class Mutual Fund (VFIAX)	0.0	$287k	NEW	464.00	617.92	View chart
T Mobile Us Common Stock (TMUS)	0.0	$286k	+26%	1.2k	239.38	View chart
Novartis Foreign Stock (NVS)	0.0	$286k	-3%	2.2k	128.24	View chart
Vanguard Emerging Markets Mutual Fund/sto (VWO)	0.0	$284k	+23%	5.2k	54.18	View chart
Legg Mason Clearbridge Small Cap Growth Fund Class I Mutual Fund	0.0	$284k	NEW	6.5k	43.43	View chart
Becton Dickinson & Co Common Stock (BDX)	0.0	$279k		1.5k	187.17	View chart
Citigroup Common Stock (C)	0.0	$277k		2.7k	101.50	View chart
Palantir Technologies Common Stock (PLTR)	0.0	$277k	+8%	1.5k	182.42	View chart
Boeing Co Dep Conv Common Stock (BA)	0.0	$276k	-3%	1.3k	215.83	View chart
Ishares Morningstar Mid-cap Mutual Fund/sto (IMCV)	0.0	$276k		3.4k	80.35	View chart
Dimensional Etf Trust Exchange Traded Fund (DFAU)	0.0	$273k	NEW	6.0k	45.76	View chart
Edwards Lifesciences Corp Common Stock (EW)	0.0	$272k		3.5k	77.77	View chart
Direxion Daily Financial Bull 3x Mutual Fund/sto (FAS)	0.0	$270k		1.5k	177.90	View chart
Paychex Common Stock (PAYX)	0.0	$270k		2.1k	126.76	View chart
Ishares Msci Eafe Growth Mutual Fund/sto (EFG)	0.0	$268k		2.4k	113.88	View chart
HP Common Stock (HPQ)	0.0	$268k		9.8k	27.23	View chart
Valero Energy Corp Sr Glbl Common Stock (VLO)	0.0	$268k	+5%	1.6k	170.26	View chart
Cintas Corp Common Stock (CTAS)	0.0	$267k	+4%	1.3k	205.26	View chart
Republic Services Common Stock (RSG)	0.0	$266k		1.2k	229.48	View chart
Goldman Sachs Group Common Stock (GS)	0.0	$265k		333.00	796.36	View chart
Ishares Russell 2000 Value Mutual Fund/sto (IWN)	0.0	$265k		1.5k	176.81	View chart
Capital One Finl Corp Common Stock (COF)	0.0	$260k		1.2k	212.58	View chart
Wells Fargo & Co Common Stock (WFC)	0.0	$260k	-30%	3.1k	83.82	View chart
Weatherford Intl Foreign Stock (WFRD)	0.0	$259k	-2%	3.8k	68.43	View chart
Schwab Us Dividend Equity Etf Mutual Fund/sto (SCHD)	0.0	$259k		9.5k	27.30	View chart
Grayscale Coindesk Crypto 5 Etf Common Stock (GDLC)	0.0	$258k	NEW	4.6k	55.90	View chart
Phillips 66 Common Stock (PSX)	0.0	$256k		1.9k	136.02	View chart
Kimberly Clark Corp Common Stock (KMB)	0.0	$255k	-7%	2.1k	124.34	View chart
Fidelity Advisor Growth Opportunities Fund Class A Mutual Fund (FAGAX)	0.0	$253k	NEW	1.2k	214.24	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$252k		3.0k	84.60	View chart
Humana Common Stock (HUM)	0.0	$252k		967.00	260.17	View chart
Principal Midcap Blend Fund Inst'l Class Mutual Fund (PCBIX)	0.0	$245k	NEW	5.2k	47.22	View chart
Quanta Services Common Stock (PWR)	0.0	$245k		590.00	414.42	View chart
Morgan Stanley Global Franchise Portfolio Fund Class A Mutual Fund	0.0	$243k	NEW	7.2k	33.75	View chart
Schwab Strategic Tr Us Large Cap Etf Exchange Traded Fund (SCHX)	0.0	$240k	+7563%	9.1k	26.34	View chart
Synovus Financial Corp Common Stock (SNV)	0.0	$238k		4.9k	49.08	View chart
Darden Restaurants Common Stock (DRI)	0.0	$236k		1.2k	190.36	View chart
Ishares Russell Mid-cap Growth Mutual Fund/sto (IWP)	0.0	$234k		1.6k	142.41	View chart
Oberweis Small Cap Opportunities Fund Investor Class Mutual Fund (OBSOX)	0.0	$231k	NEW	8.2k	28.12	View chart
Consumer Discret Select Sector Mutual Fund/sto (XLY)	0.0	$223k	-3%	929.00	239.64	View chart
Curtiss Wright Corporation Common Stock (CW)	0.0	$223k		410.00	542.94	View chart
Accenture Foreign Stock (ACN)	0.0	$221k	-12%	894.00	246.60	View chart
T Rowe Price Retirement 2030 Fund Investor Class Mutual Fund (TRRCX)	0.0	$219k	NEW	7.6k	28.73	View chart
Corteva Common Stock (CTVA)	0.0	$216k	+140%	3.2k	67.63	View chart
Ecolab Common Stock (ECL)	0.0	$216k		788.00	273.86	View chart
Progressive Corp Oh Common Stock (PGR)	0.0	$213k		864.00	246.95	View chart
Pnc Financial Services Group Common Stock (PNC)	0.0	$212k	+92%	1.1k	200.93	View chart
Dupont De Nemours Common Stock (DD)	0.0	$212k	+219%	2.7k	77.90	View chart
Dfa Us Small Cap Etf Mutual Fund/sto (DFAS)	0.0	$210k		3.1k	68.46	View chart
Ishares Core Dividend Growth Etf Mutual Fund/sto (DGRO)	0.0	$208k	-9%	3.1k	68.08	View chart
L3harris Technologies Common Stock (LHX)	0.0	$205k		671.00	305.41	View chart
Royal Dutch Shell Foreign Stock (SHEL)	0.0	$203k	+46%	2.8k	71.53	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$202k	+98%	990.00	203.62	View chart
Vanguard Mega Cap Index Fund Etf Mutual Fund/sto (MGC)	0.0	$199k		817.00	244.09	View chart
Janus Overseas Fund Class I Mutual Fund (JIGFX)	0.0	$197k	NEW	3.5k	55.61	View chart
Hewlett Packard Enterprise Common Stock (HPE)	0.0	$196k		8.0k	24.56	View chart
Putnam Large Cap Growth Fund Class A Mutual Fund (POGAX)	0.0	$191k	NEW	2.4k	78.86	View chart
United Parcel Service Common Stock (UPS)	0.0	$188k	+26%	2.2k	83.53	View chart
American Century Us Quality Mutual Fund/sto (QGRO)	0.0	$187k		1.6k	114.40	View chart
Corning Common Stock (GLW)	0.0	$187k		2.3k	82.03	View chart
First Trust Dorsey Wright Focus Mutual Fund/sto (FV)	0.0	$186k		3.0k	61.92	View chart
Aon Plc Shs Cl A Foreign Stock (AON)	0.0	$184k	+14%	517.00	356.58	View chart

Past Filings by Oakworth Capital

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

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
Oakworth Capital 2021 Q4 filed Feb. 7, 2022

View all past filings

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