HoldingsChannel.com
Oakworth Capital Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES RUSSELL 1000 GROWTH (IWF) 430,001 -5,180 $64,780
     IWF430,001-5,180$64,780
ISHARES RUSSELL 1000 VALUE MKT (IWD) 490,677 +3,723 $48,665
     IWD490,677+3,723$48,665
ISHARES S&P 100 MKT (OEF) 275,914 -1,235 $32,729
     OEF275,914-1,235$32,729
SPDR S&P 500 MKT (SPY) 97,381 +70,614 $25,100
     SPY97,381+70,614$25,100
ISHARES RUSSELL MID CAP MKT (IWR) 480,810 +240,669 $20,757
     IWR480,810+240,669$20,757
APPLE INC 80,173 -1,202 $20,387
     AAPL80,173-1,202$20,387
VANGUARD SHORT TERM CORP BD IDX (VCSH) 251,472 +12,419 $19,891
     VCSH251,472+12,419$19,891
ISHARES US HEALTHCARE MKT (IYH) 82,307 +3,762 $15,457
     IYH82,307+3,762$15,457
ALPHABET INC 12,457 -228 $14,486
     GOOG12,457-228$14,486
JP MORGAN CHASE & CO 125,102 +2,889 $11,263
     JPM125,102+2,889$11,263
TECHNOLOGY SELECT SECTOR SPDRR (XLK) 131,773 -1,783 $10,591
     XLK131,773-1,783$10,591
UTILITIES SELECT SECTOR SPDRR (XLU) 182,915 +98,772 $10,135
     XLU182,915+98,772$10,135
CONSUMER STAPLES SELECT SECTOR 150,464 +392 $8,196
     XLP150,464+392$8,196
MICROSOFT CORP 47,581 +3,407 $7,504
     MSFT47,581+3,407$7,504
ISHARES NASDAQ BIOTECHNOLOGY (IBB) 54,012 +53,537 $5,820
     IBB54,012+53,537$5,820
CONSTELLATION BRANDS INC 37,329 -13,976 $5,352
     STZ37,329-13,976$5,352
SPDR GOLD SHARES MKT (GLD) 35,305 -141 $5,227
     GLD35,305-141$5,227
ISHARES RUSSELL 2000 MKT (IWM) 41,598 +1,604 $4,761
     IWM41,598+1,604$4,761
PFIZER INC 99,744 -8,032 $3,256
     PFE99,744-8,032$3,256
AMAZON COM INC 1,550 +5 $3,022
     AMZN1,550+5$3,022
COCA COLA CO 65,578 +2,899 $2,902
     KO65,578+2,899$2,902
JOHNSON & JOHNSON 18,442 +1,277 $2,418
     JNJ18,442+1,277$2,418
INTEL CORP 38,882 +2,275 $2,104
     INTC38,882+2,275$2,104
GLOBE LIFE INC 25,476 -52 $1,834
     GL25,476-52$1,834
NEXTERA ENERGY INC 7,541 +2,044 $1,815
     NEE7,541+2,044$1,815
UNION PACIFIC CORP 12,281 +539 $1,732
     UNP12,281+539$1,732
SOUTHERN CO 29,485 +3,170 $1,597
     SO29,485+3,170$1,597
MERCK & CO INC 20,252 +987 $1,558
     MRK20,252+987$1,558
PROCTER & GAMBLE CO 13,273 +2,153 $1,460
     PG13,273+2,153$1,460
ISHARES CORE S&P 500 MKT (IVV) 5,639 -256 $1,457
     IVV5,639-256$1,457
BERKSHIRE HATHAWAY INC      $1,411
     BRK.B6,230+1,782$1,139
     BRK.A1UNCH$272
AT&T INC 47,462 +15,936 $1,383
     T47,462+15,936$1,383
HOME DEPOT INC 6,833 +606 $1,276
     HD6,833+606$1,276
VISA INC 7,916 +914 $1,275
     V7,916+914$1,275
GLOBAL PAYMENTS INC 8,588 -215 $1,239
     GPN8,588-215$1,239
EXXON MOBIL CORP 32,288 +4,083 $1,226
     XOM32,288+4,083$1,226
CISCO SYSTEMS INC 31,134 +1,698 $1,224
     CSCO31,134+1,698$1,224
LOCKHEED MARTIN CORP 3,442 -110 $1,167
     LMT3,442-110$1,167
DISNEY WALT CO 11,192 +878 $1,081
     DIS11,192+878$1,081
UNITEDHEALTH GROUP INC 4,305 +699 $1,073
     UNH4,305+699$1,073
PEPSICO INC 8,856 +625 $1,063
     PEP8,856+625$1,063
CHEVRON CORP NEW 14,638 +1,090 $1,061
     CVX14,638+1,090$1,061
ISHARES CORE S&P MID CAP MKT (IJH) 7,036 -101 $1,013
     IJH7,036-101$1,013
3M CO 7,338 +794 $1,002
     MMM7,338+794$1,002
STRYKER CORP 5,966 -440 $993
     SYK5,966-440$993
ALPHABET INC 816 +239 $948
     GOOGL816+239$948
VERIZON COMMUNICATIONS INC 15,943 +1,313 $857
     VZ15,943+1,313$857
MID AMERICA APARTMENT 8,094 UNCH $834
     MAA8,094UNCH$834
ORACLE CORP 16,499 +1,522 $797
     ORCL16,499+1,522$797
MCDONALDS CORP 4,781 +458 $790
     MCD4,781+458$790

See Full List: All Stocks Held By Oakworth Capital Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Oakworth Capital Inc.

Size ($ in 1000's)
At 03/31/2020: $425,650
At 12/31/2019: $569,706

Oakworth Capital Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Oakworth Capital Inc. 13F filings. Link to 13F filings: SEC filings

Oakworth Capital Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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