Oakworth Capital, Inc. has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.45 Billion distributed in 778 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $143M, Ishares Russell 1000 Val ETF with a value of $141M, Vanguard Bd Index Fd Inc Total with a value of $125M, Ishares Core S&P Sm Cap ETF with a value of $103M, and Ishares Russell Mid Cap ETF with a value of $98.4M.
Examining the 13F form we can see an increase of $7.26M in the current position value, from $1.44B to 1.45B.
Below you can find more details about Oakworth Capital, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.45 Billion
ETFs: $1.02 Billion
Technology: $99.4 Million
Financial Services: $89.2 Million
Industrials: $65.1 Million
Consumer Defensive: $51.7 Million
Communication Services: $41.3 Million
Healthcare: $25.8 Million
Energy: $23.6 Million
Other: $28.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
