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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, BND, IWF, VEA, IWR, and represent 40.70% of Oakworth Capital's stock portfolio.
Added to shares of these 10 stocks: EMXC (+$28M), IJR (+$25M), FITB (+$20M), BND (+$9.5M), VEA (+$7.4M), VCSH (+$6.6M), IWD (+$5.8M), VGIT, IWF, IWR.
Started 32 new stock positions in SHM, ETG, PHYS, PNFP, Vulcan Value Partners Fd Inv, RQI, AIG, NAD, BKR, PZA.
Reduced shares in these 10 stocks: SHV (-$35M), Comerica Incorporated (-$21M), SPY, UNH, AstraZeneca, OEF, HRMY, UNP, MRK, UTG.
Sold out of its positions in ABNB, AstraZeneca, KMX, CHTR, Comerica Incorporated, DFAR, EVT, EIX, Ft Unit 11196 Smid High Divid Por, First Trust Portfolios Unit 11198 Capital Strength Buy-write Port Ser 7.
Oakworth Capital was a net buyer of stock by $72M.
Oakworth Capital has $1.9B in assets under management (AUM), dropping by 3.11%.
Central Index Key (CIK): 0001588871

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Portfolio Holdings for Oakworth Capital

Oakworth Capital holds 859 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Oakworth Capital has 859 total positions. Only the first 250 positions are shown.

Sign up to view all of the Oakworth Capital March 31, 2026 positions
Download the Oakworth Capital March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Russell 1000 Value Mutual Fund/sto (IWD)	9.8	$184M	+3%	862k	213.67	View chart
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)	8.6	$163M	+6%	2.2M	73.64	View chart
Ishares Russell 1000 Growth Mutual Fund/sto (IWF)	8.1	$154M	+2%	361k	426.40	View chart
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)	7.9	$150M	+5%	2.3M	64.08	View chart
Ishares Russell Mid-cap Mutual Fund/sto (IWR)	6.3	$118M	+2%	1.2M	97.23	View chart
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)	5.3	$100M	+7%	1.3M	79.27	View chart
Ishares 0-1 Year Treasury Bond Mutual Fund/cor (SHV)	4.1	$77M	-31%	699k	110.39	View chart
Jp Morgan Chase & Co Common Stock (JPM)	3.1	$59M	+2%	201k	294.16	View chart
Spdr Gold Shares Mutual Fund/sto (GLD)	3.1	$59M		136k	430.29	View chart
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)	3.0	$57M	+77%	457k	124.31	View chart
Walmart Common Stock (WMT)	2.7	$51M	+2%	409k	124.28	View chart
Alphabet Inc Sr Common Stock (GOOG)	2.7	$51M		177k	286.86	View chart
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)	2.5	$48M	+8%	800k	59.55	View chart
State Street Energy Select Mutual Fund/sto (XLE)	2.2	$42M	+3%	681k	61.26	View chart
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)	2.2	$41M		727k	56.68	View chart
Apple Common Stock (AAPL)	2.1	$39M		155k	253.79	View chart
Ishares S&p 100 Mutual Fund/sto (OEF)	1.7	$32M		101k	318.07	View chart
Ishares Msci Emg Mkts Ex China Mutual Fund/sto (EMXC)	1.5	$28M	NEW	360k	78.66	View chart
Vanguard S&p 500 Etf Mutual Fund/sto (VOO)	1.5	$28M		47k	597.55	View chart
State Street Technology Select Mutual Fund/sto (XLK)	1.4	$27M		205k	132.90	View chart
Ishares Us Healthcare Mutual Fund/sto (IYH)	1.4	$26M		417k	61.64	View chart
Fifth Third Bancorp Common Stock (FITB)	1.1	$21M	+22788%	440k	46.46	View chart
General Dynamics Corp Common Stock (GD)	1.0	$20M	+2%	57k	343.22	View chart
State Street Spdr S&p 500 Etf Mutual Fund/sto (SPY)	1.0	$18M	-8%	28k	650.34	View chart
Microsoft Corp Common Stock (MSFT)	0.9	$18M		48k	370.17	View chart
Nvidia Corp Common Stock (NVDA)	0.8	$15M	+9%	86k	174.40	View chart
Alphabet Inc Sr Common Stock (GOOGL)	0.4	$8.4M	+6%	29k	287.56	View chart
Oakworth Cap Common Stock (OAKC)	0.4	$7.5M	+2%	204k	37.00	View chart
Exxon Mobil Corp Common Stock (XOM)	0.4	$6.8M	+7%	40k	169.66	View chart
Amazon Common Stock (AMZN)	0.3	$6.0M	+6%	29k	208.27	View chart
Broadcom Inc Sr Glbl Common Stock (AVGO)	0.3	$5.9M	+8%	19k	309.51	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.3	$5.4M	+2%	11k	479.20	View chart
Southern Common Stock (SO)	0.3	$5.0M	+3%	52k	96.52	View chart
Merck & Co Common Stock (MRK)	0.2	$4.7M	-6%	39k	120.29	View chart
Chevron Corp Common Stock (CVX)	0.2	$4.7M	+11%	23k	206.90	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$4.5M	-2%	18k	244.44	View chart
Eli Lilly & Co Common Stock (LLY)	0.2	$4.3M	+15%	4.7k	919.77	View chart
Vanguard Balanced Index Fund Admiral Class Mutual Fund (VBIAX)	0.2	$4.3M		86k	49.86	View chart
Globe Life Common Stock (GL)	0.2	$4.1M		29k	139.17	View chart
Ishares Core S&p 500 Mutual Fund/sto (IVV)	0.2	$3.9M		6.0k	653.21	View chart
Coca Cola Co Sr Glbl Nt Common Stock (KO)	0.2	$3.5M	-3%	46k	76.05	View chart
Micron Technology Common Stock (MU)	0.2	$3.3M	-4%	9.8k	337.84	View chart
Home Depot Common Stock (HD)	0.2	$3.3M	+5%	10k	328.89	View chart
Ishares Core S&p Mid-cap Mutual Fund/sto (IJH)	0.2	$3.2M		48k	67.53	View chart
Lam Research Corp Common Stock (LRCX)	0.2	$2.8M		13k	213.66	View chart
Procter & Gamble Common Stock (PG)	0.1	$2.7M	+3%	19k	144.44	View chart
Visa Inc Sr Nt Common Stock (V)	0.1	$2.5M	+5%	8.4k	302.24	View chart
Caterpillar Common Stock (CAT)	0.1	$2.5M		3.5k	708.46	View chart
Abbvie Inc Sr Nt Common Stock (ABBV)	0.1	$2.5M	+6%	11k	217.49	View chart
Costco Wholesale Corp Common Stock (COST)	0.1	$2.4M	+17%	2.5k	996.43	View chart
Cisco Systems Common Stock (CSCO)	0.1	$2.4M	+6%	31k	77.59	View chart
Oracle Corp Common Stock (ORCL)	0.1	$2.3M	+4%	16k	147.11	View chart
Ishares Msci Acwi Ex Us Mutual Fund/sto (ACWX)	0.1	$2.2M		32k	68.47	View chart
Nextera Energy Common Stock (NEE)	0.1	$2.1M		23k	92.88	View chart
Union Pac Corp Common Stock (UNP)	0.1	$2.0M	-15%	8.4k	242.62	View chart
Stryker Corp Common Stock (SYK)	0.1	$2.0M		6.0k	328.59	View chart
Mid-amer Apt Cmntys Common Stock (MAA)	0.1	$1.9M		15k	122.12	View chart
Diamondback Energy Common Stock (FANG)	0.1	$1.9M	-5%	9.4k	197.79	View chart
Dfa Us Core Equity 2 Etf Mutual Fund/sto (DFAC)	0.1	$1.8M		47k	38.86	View chart
Invesco Qqq Trust Mutual Fund/sto (QQQ)	0.1	$1.8M	+2%	3.2k	577.18	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$1.8M		5.8k	310.79	View chart
Vanguard Growth Etf Mutual Fund/sto (VUG)	0.1	$1.7M		4.0k	436.79	View chart
First Solar Common Stock (FSLR)	0.1	$1.7M	-10%	8.5k	197.26	View chart
Marathon Pete Corp Common Stock (MPC)	0.1	$1.6M		6.6k	244.18	View chart
Vanguard Mid-cap Etf Mutual Fund/sto (VO)	0.1	$1.6M	+84%	5.6k	287.18	View chart
Vanguard Equity Income Fund Admiral Class Mutual Fund (VEIRX)	0.1	$1.5M		17k	93.70	View chart
Eaton Corp Foreign Stock (ETN)	0.1	$1.5M	+28%	4.3k	357.67	View chart
Meta Platforms Common Stock (META)	0.1	$1.5M	+53%	2.7k	572.13	View chart
Tjx Cos Common Stock (TJX)	0.1	$1.5M	+2%	9.2k	159.70	View chart
Regions Financial Corp Common Stock (RF)	0.1	$1.4M		55k	26.12	View chart
Pepsico Common Stock (PEP)	0.1	$1.4M	+2%	9.3k	155.29	View chart
Ishares Silver Trust Mutual Fund/sto (SLV)	0.1	$1.4M	+7%	20k	68.14	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$1.3M	+10%	28k	48.75	View chart
Lowes Companies Common Stock (LOW)	0.1	$1.3M		5.6k	236.28	View chart
Dodge & Cox International Stock Fund Mutual Fund	0.1	$1.3M		80k	16.58	View chart
Vanguard Mid-cap Value Etf Mutual Fund/sto (VOE)	0.1	$1.3M		7.2k	184.28	View chart
Vanguard Total Stock Market Etf Mutual Fund/sto (VTI)	0.1	$1.3M		4.1k	320.81	View chart
Ishares Core S&p Total Us Mutual Fund/sto (ITOT)	0.1	$1.3M		9.1k	142.43	View chart
Mastercard Common Stock (MA)	0.1	$1.3M		2.5k	499.66	View chart
Vulcan Materials Common Stock (VMC)	0.1	$1.2M	+3%	4.4k	272.30	View chart
American Express Common Stock (AXP)	0.1	$1.2M		3.9k	302.48	View chart
Ishares Msci Emerging Markets Mutual Fund/sto (EEM)	0.1	$1.2M		21k	56.79	View chart
Applied Materials Common Stock (AMAT)	0.1	$1.2M		3.4k	341.79	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$1.1M		1.9k	604.39	View chart
Truist Finl Corp Common Stock (TFC)	0.1	$1.1M	+8%	24k	45.97	View chart
Hershey Common Stock (HSY)	0.1	$1.1M		5.2k	207.89	View chart
Servisfirst Bancshares Common Stock (SFBS)	0.1	$1.1M	+20%	15k	72.83	View chart
Ishares S&p 500 Growth Mutual Fund/sto (IVW)	0.1	$1.1M		9.4k	113.11	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$1.0M		2.1k	491.53	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$1.0M	-44%	3.8k	270.59	View chart
Vanguard Large Cap Etf Mutual Fund/sto (VV)	0.1	$1.0M		3.4k	298.85	View chart
Automatic Data Processing Common Stock (ADP)	0.1	$1.0M		5.0k	203.18	View chart
Rtx Corporation Common Stock (RTX)	0.1	$1.0M	+17%	5.2k	192.90	View chart
Analog Devices Common Stock (ADI)	0.1	$1.0M		3.2k	318.14	View chart
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)	0.1	$996k	+10%	44k	22.91	View chart
Global X Funds Common Stock (CATH)	0.1	$958k		12k	78.15	View chart
Ishares Msci Eafe Mutual Funds Gl (EFA)	0.1	$948k		9.8k	97.13	View chart
Honeywell International Common Stock (HON)	0.0	$940k	+9%	4.2k	226.03	View chart
Ishares S&p Midcap 400 Growth Mutual Fund/sto (IJK)	0.0	$901k		9.0k	100.62	View chart
Hf Sinclair Corporation Common Stock (DINO)	0.0	$893k		14k	62.39	View chart
Vanguard Small Cap Etf Mutual Fund/sto (VB)	0.0	$890k	+86%	3.4k	261.92	View chart
Vanguard Mid-cap Growth Etf Mutual Fund/sto (VOT)	0.0	$888k		3.5k	257.35	View chart
The Cigna Group Common Stock (CI)	0.0	$869k		3.3k	266.75	View chart
Deere & Co Common Stock (DE)	0.0	$864k		1.5k	563.30	View chart
International Business Machs Common Stock (IBM)	0.0	$859k	+20%	3.5k	242.39	View chart
Astrazeneca Foreign Stock (AZN)	0.0	$829k	NEW	4.2k	197.22	View chart
Csx Corp Common Stock (CSX)	0.0	$825k		20k	41.05	View chart
Philip Morris International Common Stock (PM)	0.0	$824k		5.0k	165.34	View chart
Huntington Ingalls Inds Common Stock (HII)	0.0	$824k		2.2k	379.90	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$813k	+4%	7.9k	102.67	View chart
Steel Dynamics Common Stock (STLD)	0.0	$764k		4.2k	180.00	View chart
Enpro Common Stock (NPO)	0.0	$763k		3.0k	250.65	View chart
Global Payments Common Stock (GPN)	0.0	$761k		11k	67.30	View chart
Tesla Common Stock (TSLA)	0.0	$722k	+6%	1.9k	371.75	View chart
Taiwan Semiconductor Foreign Stock (TSM)	0.0	$713k	+76%	2.1k	337.95	View chart
Waste Management Common Stock (WM)	0.0	$701k		3.0k	229.79	View chart
Trane Technologies Foreign Stock (TT)	0.0	$699k		1.7k	416.74	View chart
Neos S&p 500 High Income Etf Exchange Traded Fund (SPYI)	0.0	$696k		14k	49.37	View chart
Blackrock Common Stock (BLK)	0.0	$686k	-5%	713.00	961.71	View chart
Disney Walt Common Stock (DIS)	0.0	$682k	+5%	7.1k	96.38	View chart
Amgen Common Stock (AMGN)	0.0	$676k	+3%	1.9k	351.85	View chart
United Therapeutics Corp Common Stock (UTHR)	0.0	$659k		1.1k	592.98	View chart
Gilead Sciences Common Stock (GILD)	0.0	$654k		4.7k	139.37	View chart
St Joe Common Stock (JOE)	0.0	$647k		10k	62.80	View chart
Bristol-myers Squibb Common Stock (BMY)	0.0	$646k	+4%	11k	60.65	View chart
Utilities Select Sector Spdrr Mutual Fund/sto (XLU)	0.0	$641k		14k	45.89	View chart
Zoetis Common Stock (ZTS)	0.0	$637k		5.4k	118.21	View chart
Cintas Corp Common Stock (CTAS)	0.0	$619k	+181%	3.7k	169.14	View chart
Dfa Us Marketwide Value Etf Mutual Fund/sto (DFUV)	0.0	$616k		13k	48.46	View chart
Coterra Energy Common Stock (CTRA)	0.0	$593k		17k	35.14	View chart
Norfolk Southern Corp Common Stock (NSC)	0.0	$585k		2.0k	287.00	View chart
Chubb Foreign Stock (CB)	0.0	$579k		1.8k	325.93	View chart
Ge Vernova Common Stock (GEV)	0.0	$568k		651.00	872.90	View chart
Qualcomm Common Stock (QCOM)	0.0	$561k	+6%	4.4k	128.78	View chart
Illinois Tool Works Common Stock (ITW)	0.0	$560k		2.2k	260.29	View chart
Conocophillips Common Stock (COP)	0.0	$559k		4.2k	132.00	View chart
Duke Energy Corp Common Stock (DUK)	0.0	$545k	+7%	4.2k	130.94	View chart
3M Common Stock (MMM)	0.0	$519k		3.6k	145.23	View chart
Pfizer Common Stock (PFE)	0.0	$511k	+8%	18k	28.08	View chart
Ishares Nasdaq Biotechnology Mutual Fund/sto (IBB)	0.0	$509k		3.0k	168.85	View chart
Parker Hannifin Corp Common Stock (PH)	0.0	$504k	+114%	563.00	895.24	View chart
Air Products & Chemicals Common Stock (APD)	0.0	$494k	-3%	1.7k	290.49	View chart
Phillips 66 Common Stock (PSX)	0.0	$490k	+84%	2.7k	182.18	View chart
Schwab Charles Corp Common Stock (SCHW)	0.0	$485k		5.2k	93.98	View chart
Netflix Common Stock (NFLX)	0.0	$482k	+12%	5.0k	96.15	View chart
Morgan Stanley Common Stock (MS)	0.0	$481k		2.9k	164.57	View chart
Vanguard Value Index Fund Etf Mutual Fund/sto (VTV)	0.0	$480k		2.4k	196.20	View chart
Genuine Parts Common Stock (GPC)	0.0	$475k	-4%	4.5k	105.75	View chart
Ishares Select Dividend Mutual Fund/sto (DVY)	0.0	$471k	+14%	3.1k	151.41	View chart
Valero Energy Corp Sr Glbl Common Stock (VLO)	0.0	$460k	+19%	1.9k	247.08	View chart
Ishares Russell 2000 Growth Mutual Fund/sto (IWO)	0.0	$456k		1.5k	313.81	View chart
Invesco S&p500 Equal Weight Tech Mutual Fund/sto (RSPT)	0.0	$453k		10k	45.26	View chart
Cvs Health Corporation Common Stock (CVS)	0.0	$444k	+217%	6.2k	71.82	View chart
Emerson Electric Common Stock (EMR)	0.0	$438k		3.3k	131.02	View chart
Sysco Corp Common Stock (SYY)	0.0	$435k	-2%	6.1k	71.33	View chart
U S Target Value Etf Mutual Fund/sto (DFAT)	0.0	$425k		6.8k	62.45	View chart
Ge Aerospace Common Stock (GE)	0.0	$423k		1.5k	283.77	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Index Fd Etf Exchange Traded Fund (VONE)	0.0	$414k	+12%	1.4k	295.12	View chart
Altria Group Common Stock (MO)	0.0	$411k	+34%	6.2k	65.99	View chart
At&t Common Stock (T)	0.0	$408k	-2%	14k	28.99	View chart
Seagate Technology Hldngs Foreign Stock (STX)	0.0	$405k		1.0k	391.76	View chart
Fti Consulting Common Stock (FCN)	0.0	$399k		2.3k	176.77	View chart
Exelixis Common Stock (EXEL)	0.0	$394k		9.2k	42.89	View chart
Verizon Communications Common Stock (VZ)	0.0	$392k	+11%	7.8k	50.20	View chart
Advanced Micro Devices Common Stock (AMD)	0.0	$387k	+4%	1.9k	203.43	View chart
The Travelers Companies Common Stock (TRV)	0.0	$381k		1.3k	291.68	View chart
Linde Foreign Stock (LIN)	0.0	$377k		760.00	495.76	View chart
Ab Large Cap Growth Fund Advisor Class Mutual Fund (APGYX)	0.0	$375k		3.7k	102.03	View chart
Pimco Income Fund Inst'l Class Mutual Fund (PIMIX)	0.0	$375k		35k	10.78	View chart
Bwx Technologies Common Stock (BWXT)	0.0	$373k		1.8k	204.49	View chart
Colgate Palmolive Common Stock (CL)	0.0	$372k		4.4k	85.23	View chart
Ryder Systems Common Stock (R)	0.0	$371k		1.8k	204.71	View chart
United Rentals Common Stock (URI)	0.0	$367k	+306%	504.00	728.56	View chart
State Street Spdr Portfolio S&p 500 High Dividend Etf Exchange Traded Fund (SPYD)	0.0	$364k		8.0k	45.52	View chart
Invesco S&p 500 Pure Value Etf Exchange Traded Fund (RPV)	0.0	$363k		3.4k	107.39	View chart
Mondelez Intl Common Stock (MDLZ)	0.0	$363k		6.3k	57.64	View chart
Banco Bilbao Vizcaya Argenta Foreign Stock (BBVA)	0.0	$362k		17k	21.66	View chart
Neos Nasdaq 100 High Income Etf Exchange Traded Fund (QQQI)	0.0	$358k		7.2k	49.69	View chart
Novartis Foreign Stock (NVS)	0.0	$357k	-4%	2.3k	152.75	View chart
Columbia Dividend Income Fund Institutional Class Mutual Fund (GSFTX)	0.0	$354k		9.5k	37.28	View chart
Gallagher Arthur J & Co Common Stock (AJG)	0.0	$344k		1.6k	216.58	View chart
Citigroup Common Stock (C)	0.0	$343k	+11%	3.0k	113.41	View chart
Jabil Circuit Common Stock (JBL)	0.0	$341k	-24%	1.3k	265.63	View chart
Vanguard Dividend Apprec Idx Etf Mutual Fund/sto (VIG)	0.0	$341k		1.6k	215.06	View chart
Royal Dutch Shell Foreign Stock (SHEL)	0.0	$338k	+28%	3.6k	93.00	View chart
Mckesson Corp Common Stock (MCK)	0.0	$331k	NEW	383.00	865.36	View chart
Aflac Common Stock (AFL)	0.0	$322k		2.9k	109.71	View chart
Quanta Services Common Stock (PWR)	0.0	$321k		585.00	549.02	View chart
Invesco Nasdaq 100 Etf Mutual Fund/sto (QQQM)	0.0	$318k		1.3k	237.62	View chart
Texas Instrs Common Stock (TXN)	0.0	$311k	-2%	1.6k	194.14	View chart
Ishares Bitcoin Trust Etf Mutual Fund/sto (IBIT)	0.0	$310k		8.1k	38.42	View chart
Corning Common Stock (GLW)	0.0	$310k		2.3k	135.97	View chart
Ishares National Amt-free Muni Mutual Funds/mu (MUB)	0.0	$305k	-3%	2.9k	106.15	View chart
Dfa U.s. Small Cap Fund Inst'l Class Mutual Fund (DFSTX)	0.0	$301k		5.6k	53.52	View chart
Intuit Common Stock (INTU)	0.0	$292k		676.00	432.38	View chart
Schwab Us Dividend Equity Etf Mutual Fund/sto (SCHD)	0.0	$291k		9.5k	30.68	View chart
Ishares Morningstar Mid-cap Mutual Fund/sto (IMCV)	0.0	$291k		3.4k	84.79	View chart
Autodesk Common Stock (ADSK)	0.0	$288k	-2%	1.2k	239.40	View chart
Ishares Russell 2000 Value Mutual Fund/sto (IWN)	0.0	$284k		1.5k	189.59	View chart
Vanguard Emerging Markets Mutual Fund/sto (VWO)	0.0	$283k		5.2k	54.05	View chart
Invesco National Amt Free Muni Mutual Funds/mu (PZA)	0.0	$283k	NEW	12k	22.98	View chart
Goldman Sachs Group Common Stock (GS)	0.0	$282k		333.00	845.99	View chart
Edwards Lifesciences Corp Common Stock (EW)	0.0	$280k		3.5k	80.08	View chart
Republic Services Common Stock (RSG)	0.0	$279k		1.3k	219.02	View chart
Clorox Common Stock (CLX)	0.0	$274k		2.6k	103.63	View chart
Legg Mason Clearbridge Small Cap Growth Fund Class I Mutual Fund (SBPYX)	0.0	$274k		7.6k	35.78	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$272k	-11%	3.0k	89.59	View chart
Wells Fargo & Co Common Stock (WFC)	0.0	$270k		3.4k	79.61	View chart
Palantir Technologies Common Stock (PLTR)	0.0	$270k		1.8k	146.28	View chart
Dimensional Etf Trust Exchange Traded Fund (DFAU)	0.0	$269k		6.0k	45.12	View chart
Academy Sports & Outdoors Common Stock (ASO)	0.0	$267k	-51%	4.7k	56.45	View chart
Ishares Msci Eafe Growth Mutual Fund/sto (EFG)	0.0	$262k		2.4k	111.37	View chart
Blackrock Capital Appreciation Fund Class A Mutual Fund (MDFGX)	0.0	$261k		8.2k	31.61	View chart
Corteva Common Stock (CTVA)	0.0	$260k		3.1k	83.71	View chart
Target Corp Common Stock (TGT)	0.0	$259k	-3%	2.1k	121.20	View chart
Darden Restaurants Common Stock (DRI)	0.0	$259k		1.3k	196.04	View chart
Boston Scientific Corp Common Stock (BSX)	0.0	$256k		4.1k	62.75	View chart
Boeing Co Dep Conv Common Stock (BA)	0.0	$254k		1.3k	199.03	View chart
T Mobile Us Common Stock (TMUS)	0.0	$251k		1.2k	210.03	View chart
Freeport-mcmoran Common Stock (FCX)	0.0	$249k		4.2k	58.78	View chart
Oberweis Small Cap Opportunities Fund Investor Class Mutual Fund (OBSOX)	0.0	$248k		8.2k	30.21	View chart
Vanguard 500 Index Fund Admiral Class Mutual Fund (VFIAX)	0.0	$245k	-12%	407.00	602.56	View chart
Howmet Aerospace Common Stock (HWM)	0.0	$241k	+201%	1.0k	230.46	View chart
Becton Dickinson & Co Common Stock (BDX)	0.0	$233k	-4%	1.5k	157.23	View chart
Fidelity Advisor Growth Opportunities Fund Class A Mutual Fund (FAGAX)	0.0	$232k		1.2k	189.08	View chart
L3harris Technologies Common Stock (LHX)	0.0	$232k		671.00	345.15	View chart
Schwab Strategic Tr Us Large Cap Etf Exchange Traded Fund (SCHX)	0.0	$231k		9.0k	25.64	View chart
Pinnacle Finl Partners Common Stock (PNFP)	0.0	$228k	NEW	2.6k	86.14	View chart
Fidelity Wise Origin Bitcoin Etf Mutual Fund/sto (FBTC)	0.0	$226k		3.8k	59.00	View chart
Curtiss Wright Corporation Common Stock (CW)	0.0	$225k	-19%	330.00	681.12	View chart
Capital One Finl Corp Common Stock (COF)	0.0	$223k		1.2k	182.43	View chart
T Rowe Price Retirement 2030 Fund Investor Class Mutual Fund (TRRCX)	0.0	$222k		8.0k	27.55	View chart
Dfa Us Small Cap Etf Mutual Fund/sto (DFAS)	0.0	$218k		3.1k	71.13	View chart
Pnc Financial Services Group Common Stock (PNC)	0.0	$218k		1.0k	208.09	View chart
Ishares Core Dividend Growth Etf Mutual Fund/sto (DGRO)	0.0	$214k		3.1k	70.18	View chart
Ishares Russell Mid-cap Growth Mutual Fund/sto (IWP)	0.0	$210k		1.6k	128.12	View chart
Ecolab Common Stock (ECL)	0.0	$210k	-2%	788.00	266.02	View chart
Principal Midcap Blend Fund Inst'l Class Mutual Fund (PCBIX)	0.0	$209k		5.5k	38.07	View chart
Janus Overseas Fund Class I Mutual Fund (JIGFX)	0.0	$207k		3.6k	57.51	View chart
Schwab Fundamental International Mutual Fund/sto (FNDF)	0.0	$207k		4.2k	48.93	View chart
Morgan Stanley Global Franchise Portfolio Fund Class A Mutual Fund (MSFBX)	0.0	$207k		8.2k	25.22	View chart
Bp Plc Spons Common Stock (BP)	0.0	$207k		4.4k	47.00	View chart
Kimberly Clark Corp Common Stock (KMB)	0.0	$198k		2.1k	96.47	View chart
Ishares Phlx Sox Semiconductor Mutual Fund/sto (SOXX)	0.0	$197k		600.00	328.66	View chart
Southstate Bk Corp Common Stock (SSB)	0.0	$196k		2.1k	92.52	View chart
Ishares Ethereum Trust Etf Exchange Traded Fund (ETHA)	0.0	$193k		12k	15.83	View chart
Vanguard Mega Cap Index Fund Etf Mutual Fund/sto (MGC)	0.0	$193k		817.00	236.35	View chart
Hewlett Packard Enterprise Common Stock (HPE)	0.0	$190k		8.0k	23.81	View chart
Progressive Corp Oh Common Stock (PGR)	0.0	$190k		956.00	198.24	View chart
Putnam Large Cap Value Fund Class A Mutual Fund (PEYAX)	0.0	$188k		4.8k	39.54	View chart

Past Filings by Oakworth Capital

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

Oakworth Capital 2026 Q1 filed April 24, 2026
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

View all past filings

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