Oakworth Capital, Inc. Incresed Positions in Q3 2025

Oakworth Capital, Inc.

  • $1.68 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.42K
+ 0.68%
$420.11 - $472.68 $1.02M - $1.15M
357K $167M
IWD
Ishares Russell 1000 Val ETF

ETFs
15.1K
+ 1.9%
$192.76 - $203.86 $2.91M - $3.07M
809K $165M
GLD
Spdr Gold Trust

ETFs
5.2K
+ 3.82%
$300.96 - $355.47 $1.56M - $1.85M
141K $50.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
82.3K
+ 4.49%
$72.57 - $74.72 $5.97M - $6.15M
1.91M $142M
VEA
Vanguard Ftse Developed Market

ETFs
4.26K
+ 0.19%
$56.02 - $60.3 $239K - $257K
2.21M $132M
IWR
Ishares Russell Mid Cap ETF

ETFs
12.8K
+ 1.12%
$92.26 - $97.51 $1.18M - $1.25M
1.16M $112M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.96K
+ 3.25%
$108.46 - $120.63 $863K - $960K
253K $30M
XLK
Technology Sector Spdr

ETFs
595
+ 0.57%
$250.97 - $282.66 $149K - $168K
105K $29.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
32.6K
+ 4.25%
$78.96 - $80.04 $2.57M - $2.61M
799K $63.8M
CMA
Comerica Inc

Financial Services
6.94K
+ 2.75%
$60.93 - $71.05 $423K - $493K
260K $17.8M
NVDA
Nvidia Corp

Technology
505
+ 0.65%
$153.3 - $186.58 $77.4K - $94.2K
78.5K $14.7M
XLE
Energy Sector Spdr

ETFs
9.72K
+ 3.37%
$84.25 - $91.99 $819K - $894K
298K $26.6M
VGIT
Vanguard Intermediate Term Tre

ETFs
29.9K
+ 4.7%
$58.97 - $60.36 $1.76M - $1.81M
666K $40M
GOOGL
Alphabet Inc.

Communication Services
510
+ 1.9%
$174.36 - $254.72 $88.9K - $130K
27.3K $6.63M
XOM
Exxon Mobil Corp

Energy
14.6K
+ 57.33%
$105.83 - $117.22 $1.54M - $1.71M
40K $4.51M
SO
Southern CO

Utilities
16.1K
+ 48.25%
$90.83 - $96.0 $1.46M - $1.54M
49.4K $4.68M
SPY
Spdr S&P 500 ETF Trust

ETFs
100
+ 0.33%
$617.65 - $666.84 $61.8K - $66.7K
30.7K $20.4M
BLDR
Builders First Source, Inc.

Industrials
3.98K
+ 1.79%
$116.91 - $149.21 $465K - $593K
226K $27.4M
MSFT
Microsoft Corp

Technology
874
+ 1.91%
$491.09 - $535.64 $429K - $468K
46.5K $24.1M
AVGO
Broadcom Inc.

Technology
1.44K
+ 10.18%
$264.74 - $369.57 $382K - $533K
15.6K $5.15M
SHV
Ishares Tr

ETFs
10.1K
+ 1.49%
$110.06 - $110.49 $1.12M - $1.12M
689K $76.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.5K
+ 2.37%
$55.61 - $57.37 $861K - $888K
668K $38.1M
IYH
Ishares Tr

ETFs
347
+ 0.09%
$54.36 - $58.96 $18.9K - $20.5K
400K $23.5M
ABBV
Abb Vie Inc.

Healthcare
507
+ 5.53%
$184.85 - $231.54 $93.7K - $117K
9.68K $2.24M
HD
Home Depot, Inc.

Consumer Cyclical
379
+ 4.26%
$357.4 - $423.42 $135K - $160K
9.27K $3.76M
BAC
Bank Of America Corp

Financial Services
6.72K
+ 36.69%
$44.92 - $52.42 $302K - $352K
25K $1.29M
CVX
Chevron Corp

Energy
1.04K
+ 5.45%
$145.57 - $161.83 $151K - $168K
20.1K $3.12M
GE
General Electric CO

Industrials
1.17K
+ 371.02%
$244.75 - $305.63 $285K - $356K
1.48K $444K
HSY
Hershey CO

Consumer Defensive
1K
+ 23.81%
$161.95 - $193.45 $162K - $193K
5.2K $972K
LOW
Lowes Companies Inc

Consumer Cyclical
333
+ 6.03%
$215.01 - $273.02 $71.6K - $90.9K
5.85K $1.47M
UNH
Unitedhealth Group Inc

Healthcare
11
+ 0.15%
$237.77 - $353.61 $2.62K - $3.89K
7.26K $2.51M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9K
+ 7563.03%
$24.46 - $26.5 $220K - $239K
9.12K $240K
MCD
Mcdonalds Corp

Consumer Cyclical
562
+ 10.47%
$291.67 - $316.99 $164K - $178K
5.93K $1.8M
FANG
Diamondback Energy, Inc.

Energy
1.29K
+ 14.87%
$134.53 - $152.5 $173K - $196K
9.95K $1.42M
SCHW
Schwab Charles Corp

Financial Services
2.29K
+ 89.45%
$91.03 - $98.69 $208K - $226K
4.85K $462K
T
At&T Inc.

Communication Services
8.1K
+ 128.35%
$26.94 - $29.62 $218K - $240K
14.4K $406K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
657
+ 145.03%
$224.68 - $282.71 $148K - $186K
1.11K $310K
CSX
Csx Corp

Industrials
4.54K
+ 29.56%
$32.05 - $36.52 $145K - $166K
19.9K $705K
BMY
Bristol Myers Squibb CO

Healthcare
4.66K
+ 84.88%
$43.31 - $48.98 $202K - $228K
10.1K $457K
SLV
I Shares Silver Trust

ETFs
1.55K
+ 11.52%
$32.73 - $42.5 $50.7K - $65.9K
15K $635K
NPO
Enpro Industries, Inc

Industrials
443
+ 17.03%
$195.22 - $231.56 $86.5K - $103K
3.04K $687K
TMO
Thermo Fisher Scientific Inc.

Healthcare
13
+ 0.62%
$404.94 - $499.99 $5.26K - $6.5K
2.1K $1.02M
VUG
Vanguard Growth ETF

ETFs
3
+ 0.08%
$433.97 - $484.08 $1.3K - $1.45K
4K $1.92M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11
+ 0.02%
$62.09 - $66.51 $683 - $732
48K $3.13M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.87K
+ 219.41%
$69.9 - $78.26 $130K - $146K
2.72K $211K
BWXT
Bwx Technologies, Inc.

Industrials
577
+ 52.22%
$136.45 - $184.37 $78.7K - $106K
1.68K $310K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
249
+ 0.52%
$36.04 - $38.78 $8.97K - $9.66K
48.4K $1.87M
AMAT
Applied Materials Inc

Technology
316
+ 10.54%
$156.25 - $204.95 $49.4K - $64.8K
3.31K $678K
GPC
Genuine Parts CO

Consumer Cyclical
417
+ 9.99%
$122.23 - $142.77 $51K - $59.5K
4.59K $636K
Activity Summary
Buys All Purchases 392 New Holdings 230 Increased Positions 162 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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