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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 $1,436,086,288
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 782,181 $147,175,170 10.25%
2.
Vanguard Bond Index Funds
 BND 1,740,574 $127,845,101 8.9%
3.
Ishares Trust
 IEF 353,218 $127,543,501 8.88%
4.
Vanguard Ftse Developed Markets
 1,946,865 $98,959,173 6.89%
5.
Ishares Trust
 IEF 1,120,519 $95,322,558 6.64%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)