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Home > Institutional Investor > Oakworth Capital, Inc. > Profile

Instuitional Investor - Oakworth Capital, Inc.

Fund Profile
Filing Period:
Fund Name: Oakworth Capital, Inc.
Portfolio Value $1,551,330,576
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 794,158 $154,249,310 9.94%
2.
Ishares Trust
 IEF 354,660 $150,581,558 9.71%
3.
Vanguard Bond Index Funds
 BND 1,831,010 $134,817,198 8.69%
4.
Vanguard Ftse Developed Markets
 2,201,201 $125,490,467 8.09%
5.
Ishares Trust
 IEF 1,143,667 $105,183,043 6.78%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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