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Home > Institutional Investor > Oakworth Capital, Inc. > 13F Holdings

Instuitional Investor - Oakworth Capital, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 223,763 $104,812,832 6.06%
2.
Ishares Trust
 IEF 471,813 $96,056,408 5.55%
3.
Vanguard Ftse Developed Markets
 1,274,492 $76,367,551 4.41%
4.
Vanguard Bond Index Funds
 BND 1,023,112 $76,088,837 4.4%
5.
Ishares Trust
 IEF 337,420 $68,695,338 3.97%
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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