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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 $2,123,891,148
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 489,156 $121,276,458 5.71%
2.
Ishares Trust
 IEF 888,363 $111,276,333 5.24%
3.
Ishares Trust
 IEF 388,107 $96,223,369 4.53%
4.
Vanguard Ftse Developed Markets
 1,358,017 $95,889,582 4.51%
5.
Vanguard Bond Index Funds
 BND 1,232,573 $86,464,996 4.07%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.