Oakworth Capital, Inc. Q4 2025 Filing

Filed January 30, 2026

Portfolio Value

$1.8B

Holdings

864

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (864 positions)

StockValue
VTVANGUARD TOT WORLD STK INDEX ETF
$67K
ITWILLINOIS TOOL WKS INC
$67K
SHELSHELL PLC
$66K
PONPXPIMCO INCOME FUND CLASS P
$65K
AEPAMERICAN ELECTRIC POWER INC
$65K
DTEDTE ENERGY COMPANY
$64K
DDOMINION ENERGY INC
$64K
TLHISHARES TR 10-20 YR TREAS BD ETF
$64K
SAMBOSTON BEER INC CL A
$64K
ANCFXAMERICAN FUNDS FUNDAMENTAL INVESTORS FUND CLASS A
$63K
MCHPMICROCHIP TECHNOLOGY INC
$63K
SLBSLB LIMITED
$62K
WPCW P CAREY INC COM
$62K
PHPARKER-HANNIFIN CORP
$62K
4I1PHILIP MORRIS INTL INC COM
$61K
TIBCXTHORNBURG INVESTMENT INCOME BUILDER FUND CLASS C
$61K
SCCOSOUTHERN COPPER CORP DEL COM
$60K
WMGWARNER MUSIC GROUP CORP CL A
$60K
FUHKBXFT UNIT 11198 CAPITAL STRENGTH BU
$59K
SGIIXFIRST EAGLE GLOBAL FUND CLASS I
$59K
AQLTISHARES TR CORE MSCI EAFE ETF
$58K
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF ETF
$57K
DFSVDFA DIMENSIONAL US SMALL CAP VALUE ETF
$57K
NSCNORFOLK SOUTHERN CORP COM
$57K
HIGTHE HARTFORD INSURANCE GROUP,
$57K
YUMYUM! BRANDS INC
$55K
APDJXARTISAN INTERNATIONAL SMALL MID FUND ADVISOR CLASS
$55K
GMGENERAL MOTORS CO
$55K
RCLROYAL CARIBBEAN CRUISES LTD
$55K
TJXTJX COMPANIES INC.
$54K
7HPHP INC COM
$54K
APDFXARTISAN HIGH INCOME FUND ADVISOR CLASS
$54K
PHMPULTE GROUP INC
$54K
VXFVANGUARD EXTENDED MARKET INDEX
$54K
LHXL3 HARRIS TECHNOLOGIES INC
$53K
RGAREINSURANCE GROUP AMER INC COM NEW
$53K
MOALTRIA GROUP INC COM
$53K
RMBKXRMB MENDON FINANCIAL SERVICES CLASS A
$53K
DHRDANAHER CORP
$53K
DFA U.S. LARGE CAP VALUE FUND INST'L CLASS
$53K
MEIIXMFS VALUE FUND CLASS I
$53K
NBIXNEUROCRINE BIOSCIENCES INC.
$52K
XLUUTILITIES SELECT SECTOR SPDR FUND
$52K
RTXRTX CORP
$52K
ACNACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B4BNMY34
$52K
VNOMNEW COBRA PUBCO INC CL A
$51K
VWIUXVANGUARD INTERMED-TERM TAX-EXEMPT FUND ADMIRAL CLASS
$51K
AEPAMERICAN ELECTRIC POWER CO
$51K
VRTXVERTEX PHARMACEUTICALS INC
$51K
SYKSTRYKER CORP.
$51K
ICEINTERCONTINENTALEXCHANGE GROUP
$50K
FEFIRSTENERGY CORP
$50K
IJTISHARES S&P SMALL-CAP 600 GROWTH
$50K
SLASXSELECTED FUNDS AMERICAN SHARES CLASS S
$50K
MSIMOTOROLA INC COM NEW
$50K
LVLNSTATE STREET SPDR S&P REGIONAL BANKING ETF
$50K
PBEINVESCO DYNAMIC BIOTECH &
$50K
XBISTATE STREET SPDR S&P BIOTECH
$50K
JRAIXJANUS RESEARCH FUND CLASS I
$49K
PCGRXPIONEER MID CAP VALUE FUND CL A
$49K
CMCSACOMCAST CORP CL A
$48K
TDIVFIRST TRUST NASDAQ TECHNOLOGY
$48K
XLFISTATE STREET CONSUMER STAPLES
$47K
VTE1ASURE SOFTWARE INC COM
$47K
LIESUN LIFE FINANCIAL SERVICES INC
$46K
BACVERIZON COMMUNICATIONS
$46K
DGDOLLAR GENERAL CORP
$46K
DDFIXINVESCO DIVERS DIVIDEND FD CL R5
$46K
LHLABCORP HOLDINGS INC
$46K
GRIFXAPOLLO DIVERSIFIED RE FD CLASS I SHARES
$45K
CINFCINCINNATI FINANCIAL CORPORATION
$45K
IPINTERNATIONAL PAPER
$45K
TMDXTRANSMEDICS GROUP INC
$45K
WFRDWEATHERFORD WELL SCREEN IRELAND LTD USD
$44K
ULUNILEVER PLC
$44K
TERTERADYNE INC
$44K
SVAIXFEDERATED HERMES STRATEGIC VALUE DIVIDEND FUND INST'L SHARES
$44K
FVUZLXFT UNIT 11690 STRATEGIC DIVID SEL
$44K
PKGPACKAGING CORP OF AMERICA
$44K
KTBKONTOOR BRANDS INC
$44K
DPZDOMINOS PIZZA INC
$43K
RODMHARTFORD MULTIFACTOR DEVELOPED MARKETS EX US ETF
$43K
PRFZINVESCO RAFI US 1500 SMALL MID ETF
$43K
SDYSTATE STREET SPDR S&P DIVIDEND
$42K
MDTMEDTRONIC PLC SHS ISIN#IE00BTN1Y115
$42K
NDQINVESCO QQQ TRUST
$42K
HRLHORMEL FOODS CORP
$42K
SEEGXJP MORGAN LARGE CAP GROWTH FUND CLASS I
$42K
ORLYO REILLY AUTOMOTIVE INC
$41K
CGCARLYLE GROUP INC
$41K
ZBHZIMMER BIOMET HOLDINGS INC
$41K
ARCCARES CAPITAL CORPORATION - CLOSED END FUND
$41K
RGENREPLIGEN CORP
$40K
AORISHARES CORE 60/40 BALANCED
$40K
YUMYUM BRANDS INC COM
$39K
LNGCHENIERE ENERGY INC
$39K
MALOXBLACKROCK GLOBAL ALLOCATION FUND INST'L CLASS
$39K
DSTLDISTILLATE US FDMTL STBLTY & VAL
$39K
DFARDIMENSIONAL US REAL ESTATE ETF
$38K
SWSMURFIT WESTROCK PLC
$38K
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