Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Oakworth Capital, Inc. > Profile

Instuitional Investor - Oakworth Capital, Inc.

Fund Profile
Filing Period:
Fund Name: Oakworth Capital, Inc.
Portfolio Value $1,453,769,638
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 355,968 $142,949,250 9.83%
2.
Ishares Trust
 IEF 764,174 $141,471,547 9.73%
3.
Vanguard Bond Index Funds
 BND 1,742,850 $125,328,282 8.62%
4.
Ishares Trust
 IEF 894,910 $103,111,541 7.09%
5.
Ishares Trust
 IEF 1,113,122 $98,399,992 6.76%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)