HoldingsChannel.com
Oakworth Capital Inc. Top Holdings
As of  06/30/2022, below is a summary of the Oakworth Capital Inc. top holdings by largest position size, as per the latest 13f filing made by Oakworth Capital Inc.. In the Oakworth Capital Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Oakworth Capital Inc. in that top holding, then the share count change between reporting periods, and finally the Oakworth Capital Inc. top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
ISHARES RUSSELL 1000 VALUE MKT (IWD) 1,082,277 +30,003 $156,898
     IWD1,082,277+30,003$156,898
ISHARES RUSSELL 1000 GROWTH (IWF) 605,089 +17,378 $132,333
     IWF605,089+17,378$132,333
ISHARES RUSSELL MID CAP MKT (IWR) 1,471,445 +35,721 $95,143
     IWR1,471,445+35,721$95,143
ISHARES S&P 100 MKT (OEF) 360,799 +6,042 $62,227
     OEF360,799+6,042$62,227
APPLE INC 331,757 +1,349 $45,357
     AAPL331,757+1,349$45,357
VANGUARD SHORT TERM CORP BD IDX (VCSH) 455,087 -48,639 $34,705
     VCSH455,087-48,639$34,705
ALPHABET INC 15,328 +1,048 $33,529
     GOOG15,328+1,048$33,529
ISHARES MSCI EMG MKTS EX (EMXC) 605,132 -84,056 $28,901
     EMXC605,132-84,056$28,901
VANGUARD FTSE DEVELOPED MARKETS (VEA) 682,622 +21,458 $27,851
     VEA682,622+21,458$27,851
JP MORGAN CHASE & CO 211,671 +8,314 $23,836
     JPM211,671+8,314$23,836
ISHARES US HEALTHCARE MKT (IYH) 82,123 +892 $22,084
     IYH82,123+892$22,084
CONSUMER STAPLES SELECT SECTOR 303,292 +233,457 $21,891
     XLP303,292+233,457$21,891
TECHNOLOGY SELECT SECTOR SPDRR (XLK) 161,178 +4,879 $20,489
     XLK161,178+4,879$20,489
UTILITIES SELECT SECTOR SPDRR (XLU) 288,673 +286,200 $20,245
     XLU288,673+286,200$20,245
WALMART INC 165,419 +2,529 $20,112
     WMT165,419+2,529$20,112
QUALCOMM INC 146,120 +65,576 $18,665
     QCOM146,120+65,576$18,665
ISHARES 7 10 YEAR TREASURY BOND (IEF) 156,442 +14,401 $16,004
     IEF156,442+14,401$16,004
SPDR S&P 500 MKT (SPY) 36,462 -389 $13,755
     SPY36,462-389$13,755
SPDR S&P BIOTECH ETF MKT (XBI) 172,309 +172,309 $12,797
     XBI172,309+172,309$12,797
MICROSOFT CORP 47,859 -639 $12,291
     MSFT47,859-639$12,291
INDUSTRIAL SELECT SECTOR SPDRR (XLI) 135,049 +6,320 $11,795
     XLI135,049+6,320$11,795
META PLATFORMS INC 64,119 +1,524 $10,339
     FB64,119+1,524$10,339
SPDR GOLD SHARES MKT (GLD) 61,299 -57,698 $10,326
     GLD61,299-57,698$10,326
VANGUARD TAX EXEMPT BOND ETF (VTEB) 98,031 -22,543 $4,894
     VTEB98,031-22,543$4,894
COCA COLA CO 72,865 -900 $4,584
     KO72,865-900$4,584
PFIZER INC 76,553 +651 $4,013
     PFE76,553+651$4,013
JOHNSON & JOHNSON 21,300 -132 $3,781
     JNJ21,300-132$3,781
AMAZON COM INC 31,376 +29,809 $3,333
     AMZN31,376+29,809$3,333
SOUTHERN CO 40,416 +2,145 $2,882
     SO40,416+2,145$2,882
UNION PACIFIC CORP 12,192 -226 $2,601
     UNP12,192-226$2,601
BERKSHIRE HATHAWAY INC      $2,530
     BRK.B7,767UNCH$2,121
     BRK.A1UNCH$409
NEXTERA ENERGY INC 30,521 UNCH $2,364
     NEE30,521UNCH$2,364
ISHARES CORE S&P 500 MKT (IVV) 6,121 -697 $2,321
     IVV6,121-697$2,321
CHEVRON CORP NEW 15,318 -10 $2,218
     CVX15,318-10$2,218
HOME DEPOT INC 8,087 -60 $2,218
     HD8,087-60$2,218
PROCTER & GAMBLE CO 14,976 -66 $2,153
     PG14,976-66$2,153
GLOBE LIFE INC 21,940 -89 $2,139
     GL21,940-89$2,139
EXXON MOBIL CORP 24,470 -4,663 $2,096
     XOM24,470-4,663$2,096
ABBVIE INC SR NT 13,020 -45 $1,994
     ABBV13,020-45$1,994
UNITEDHEALTH GROUP INC 3,458 UNCH $1,776
     UNH3,458UNCH$1,776
ALPHABET INC 810 +69 $1,765
     GOOGL810+69$1,765
MERCK & CO INC 18,791 -125 $1,714
     MRK18,791-125$1,714
VISA INC 8,556 -1,258 $1,685
     V8,556-1,258$1,685
SERVISFIRST BANCSHARES INC (SFBS) 20,430 UNCH $1,612
     SFBS20,430UNCH$1,612
PEPSICO INC 8,949 UNCH $1,492
     PEP8,949UNCH$1,492
ISHARES CORE S&P MID CAP MKT (IJH) 6,551 -895 $1,482
     IJH6,551-895$1,482
GLOBAL PAYMENTS INC 12,677 UNCH $1,403
     GPN12,677UNCH$1,403
CISCO SYSTEMS INC 32,498 -4,030 $1,386
     CSCO32,498-4,030$1,386
THERMO FISHER SCIENTIFIC INC 2,545 UNCH $1,382
     TMO2,545UNCH$1,382
LOCKHEED MARTIN CORP 3,142 UNCH $1,351
     LMT3,142UNCH$1,351

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 06/30/2022: $994,251
At 03/31/2022: $1,160,909

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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