Oakworth Capital, Inc. (OAKC)
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1588871
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$2.1B
Holdings
940
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Oakworth Capital, Inc. (OAKC) disclosed 940 positions worth $2.1B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 107 new positions and exited 32 — including a new stake in $DBA and a full exit from $CTRA. The portfolio is most concentrated in Other (71.8% of disclosed assets). All figures are sourced directly from Oakworth Capital, Inc. (OAKC)’s Form 13F-HR filing with the SEC under CIK 1588871.
AI Fund Analysis
StableISHARES RUSSELL 1000 VALUE
10.2% weight
Held 10 quarters
ISHARES RUSSELL 1000 GROWT
8.7% weight
Held 10 quarters
VANGUARD TOTAL BOND MARKET
8.2% weight
Held 10 quarters
VANGUARD FTSE DEVELOPED MA
8.1% weight
Held 10 quarters
ISHARES RUSSELL MID-CAP (M
6.5% weight
Held 10 quarters
VANGUARD INTER-TRM TREAS I
9 quarters accumulating
$GOOG9 quarters accumulating
$NFLX9 quarters accumulating
ISHARES RUSSELL MID-CAP (M
8 quarters accumulating
ISHARES RUSSELL 1000 VALUE
7 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES RUSSELL 1000 VALUE (MKT) - MUTUAL FUND/STO
—Quality
$213.4M877,912 shISHARES RUSSELL 1000 GROWTH - MUTUAL FUND/STO
—Quality
$182.4M1,473,997 shVANGUARD TOTAL BOND MARKET ETF - MUTUAL FUND/GOV
—Quality
$172.4M2,353,787 shVANGUARD FTSE DEVELOPED MARKETS - MUTUAL FUND/STO
—Quality
$170.1M2,400,305 shISHARES RUSSELL MID-CAP (MKT) - MUTUAL FUND/STO
—Quality
$136.6M1,239,128 shVANGUARD SHORT-TERM CORP BD IDX - MUTUAL FUND/COR
—Quality
$103.2M1,308,576 shISHARES CORE S&P SMALL-CAP (MKT) - MUTUAL FUND/STO
—Quality
$68.4M462,139 shISHARES 0-1 YEAR TREASURY BOND - MUTUAL FUND/COR
—Quality
$67.3M610,581 sh- 70.7
Quality
$67.1M203,525 sh - 78.2
Quality
$60.9M171,555 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE (MKT) - MUTUAL FUND/STO | — | $213.4M | 877,912 |
| ISHARES RUSSELL 1000 GROWTH - MUTUAL FUND/STO | — | $182.4M | 1,473,997 |
| VANGUARD TOTAL BOND MARKET ETF - MUTUAL FUND/GOV | — | $172.4M | 2,353,787 |
| VANGUARD FTSE DEVELOPED MARKETS - MUTUAL FUND/STO | — | $170.1M | 2,400,305 |
| ISHARES RUSSELL MID-CAP (MKT) - MUTUAL FUND/STO | — | $136.6M | 1,239,128 |
| VANGUARD SHORT-TERM CORP BD IDX - MUTUAL FUND/COR | — | $103.2M | 1,308,576 |
| ISHARES CORE S&P SMALL-CAP (MKT) - MUTUAL FUND/STO | — | $68.4M | 462,139 |
| ISHARES 0-1 YEAR TREASURY BOND - MUTUAL FUND/COR | — | $67.3M | 610,581 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $67.1M | 203,525 |
 Alphabet Inc.$GOOGL | 78.2 | $60.9M | 171,555 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Oakworth Capital, Inc. (OAKC)'s 940 positions.
Showing top 10 of 940 holdings.
Sector Allocation
Other
$1.5B
Financials
$197.9M
Technology
$195.6M
Consumer Discretionary
$65.6M
Industrials
$50.2M
Healthcare
$32.0M
Energy
$17.3M
Consumer Staples
$11.7M
Top Holdings — Oakworth Capital, Inc. (OAKC) (Q2 2026)
Top 150 of 940 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES RUSSELL 1000 VALUE (MKT) - MUTUAL FUND/STO | $213.4M | 10.2% | +2% | — |
| 2 | — | ISHARES RUSSELL 1000 GROWTH - MUTUAL FUND/STO | $182.4M | 8.7% | +308% | — |
| 3 | — | VANGUARD TOTAL BOND MARKET ETF - MUTUAL FUND/GOV | $172.4M | 8.2% | +7% | — |
| 4 | — | VANGUARD FTSE DEVELOPED MARKETS - MUTUAL FUND/STO | $170.1M | 8.1% | +3% | — |
| 5 | — | ISHARES RUSSELL MID-CAP (MKT) - MUTUAL FUND/STO | $136.6M | 6.5% | +2% | — |
| 6 | — | VANGUARD SHORT-TERM CORP BD IDX - MUTUAL FUND/COR | $103.2M | 4.9% | +4% | — |
| 7 | — | ISHARES CORE S&P SMALL-CAP (MKT) - MUTUAL FUND/STO | $68.4M | 3.3% | +1% | — |
| 8 | — | ISHARES 0-1 YEAR TREASURY BOND - MUTUAL FUND/COR | $67.3M | 3.2% | -13% | — |
| 9 | $JPM | JPMORGAN CHASE & CO | $67.1M | 3.2% | +1% | 70.7 |
| 10 | $GOOGL | Alphabet Inc. | $60.9M | 2.9% | -3% | 78.2 |
| 11 |  $GLD | SPDR GOLD TRUST | $57.3M | 2.7% | +14% | — |
| 12 | — | VANGUARD INTER-TRM TREAS INDEX - MUTUAL FUND/GOV | $50.1M | 2.4% | +6% | — |
| 13 | — | ISHARES MSCI EMG MKTS EX CHINA - MUTUAL FUND/STO | $47.8M | 2.3% | +32% | — |
| 14 |  $AAPL | Apple Inc. | $44.8M | 2.1% | -1% | 76.4 |
| 15 |  $WMT | Walmart Inc. | $44.4M | 2.1% | -3% | 60.2 |
| 16 | — | JPMORGAN EQUITY PREMIUM INCOME - MUTUAL FUND/STO | $42.9M | 2.0% | +5% | — |
| 17 | — | ISHARES US HEALTHCARE (MKT) - MUTUAL FUND/STO | $41.0M | 1.9% | +46% | — |
| 18 | — | STATE STREET TECHNOLOGY SELECT - MUTUAL FUND/STO | $38.6M | 1.8% | -0% | — |
| 19 | — | ISHARES S&P 100 (MKT) - MUTUAL FUND/STO | $36.9M | 1.8% | -0% | — |
| 20 | — | STATE STREET ENERGY SELECT - MUTUAL FUND/STO | $34.9M | 1.7% | -3% | — |
| 21 |  $FITB | FIFTH THIRD BANCORP | $25.2M | 1.2% | +1% | 63.2 |
| 22 |  $GD | GENERAL DYNAMICS CORP | $21.4M | 1.0% | +4% | 68.7 |
| 23 |  $SPY | SPDR S&P 500 ETF TRUST | $20.6M | 1.0% | -1% | — |
| 24 |  $MSFT | MICROSOFT CORP | $17.8M | 0.8% | -0% | 79.8 |
| 25 |  $NVDA | NVIDIA CORP | $17.0M | 0.8% | -0% | 85.9 |
| 26 |  $DBA | INVESCO DB AGRICULTURE FUND | $14.0M | 0.7% | NEW | — |
| 27 |  $MU | MICRON TECHNOLOGY INC | $11.3M | 0.5% | -0% | 86.2 |
| 28 | $GOOG | Alphabet Inc. | $10.4M | 0.5% | +0% | 78.2 |
| 29 | — | OAKWORTH CAP INC - Common Stock | $7.8M | 0.4% | -0% | — |
| 30 |  $AMZN | AMAZON COM INC | $7.2M | 0.3% | +4% | 68.7 |
| 31 |  $AVGO | Broadcom Inc. | $6.7M | 0.3% | -6% | 84.5 |
| 32 |  $LRCX | LAM RESEARCH CORP | $5.7M | 0.3% | +0% | 79.4 |
| 33 |  $XOM.R34088 | EXXON MOBIL CORP | $5.7M | 0.3% | +4% | 57.9 |
| 34 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.7M | 0.3% | +1% | 73.8 |
| 35 |  $LLY | ELI LILLY & Co | $5.6M | 0.3% | -0% | 87.5 |
| 36 |  $GL | GLOBE LIFE INC. | $5.1M | 0.2% | -2% | 66 |
| 37 |  $SO | SOUTHERN CO | $4.9M | 0.2% | -1% | 62 |
| 38 |  $MRK | Merck & Co., Inc. | $4.8M | 0.2% | -5% | 59.9 |
| 39 |  $JNJ | JOHNSON & JOHNSON | $4.7M | 0.2% | -0% | 69 |
| 40 | — | VANGUARD BALANCED INDEX FUND ADMIRAL CLASS - Mutual Fund | $4.7M | 0.2% | -0% | — |
| 41 | — | ISHARES CORE S&P 500 (MKT) - MUTUAL FUND/STO | $4.5M | 0.2% | -0% | — |
| 42 | — | VANGUARD TOTAL STOCK MARKET ETF - MUTUAL FUND/STO | $4.1M | 0.2% | +172% | — |
| 43 |  $CVX | CHEVRON CORP | $3.8M | 0.2% | +2% | 62.8 |
| 44 |  $KO | COCA COLA CO | $3.8M | 0.2% | +1% | 69.5 |
| 45 |  $CSCO | CISCO SYSTEMS, INC. | $3.7M | 0.2% | +2% | 70.3 |
| 46 | — | ISHARES CORE S&P MID-CAP (MKT) - MUTUAL FUND/STO | $3.7M | 0.2% | +1% | — |
| 47 |  $HD | HOME DEPOT, INC. | $3.5M | 0.2% | -0% | 60.3 |
| 48 |  $CAT | CATERPILLAR INC | $3.3M | 0.2% | -11% | 66.5 |
| 49 |  $ABBV | AbbVie Inc. | $3.2M | 0.1% | +12% | 72.6 |
| 50 |  $V | VISA INC. | $3.0M | 0.1% | +2% | 82.9 |
| 51 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.6M | 0.1% | +10% | — |
| 52 |  $PG | PROCTER & GAMBLE Co | $2.5M | 0.1% | -12% | 64.6 |
| 53 | — | ISHARES MSCI ACWI EX US - MUTUAL FUND/STO | $2.4M | 0.1% | +0% | — |
| 54 |  $AMAT | APPLIED MATERIALS INC /DE | $2.4M | 0.1% | +0% | 72.3 |
| 55 |  $ORCL | ORACLE CORP | $2.3M | 0.1% | +2% | 66.2 |
| 56 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.2M | 0.1% | -3% | 66.2 |
| 57 |  $UNP | UNION PACIFIC CORP | $2.2M | 0.1% | -5% | 69.7 |
| 58 | — | DFA US CORE EQUITY 2 ETF - MUTUAL FUND/STO | $2.1M | 0.1% | +2% | — |
| 59 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $2.1M | 0.1% | +0% | 61.2 |
| 60 | — | VANGUARD GROWTH ETF (MKT) - MUTUAL FUND/STO | $2.1M | 0.1% | +500% | — |
| 61 |  $NEE | NEXTERA ENERGY INC | $2.0M | 0.1% | +0% | 64.6 |
| 62 |  $FSLR | FIRST SOLAR, INC. | $1.9M | 0.1% | -2% | 79.2 |
| 63 |  $SYK | STRYKER CORP | $1.9M | 0.1% | +1% | 72.1 |
| 64 |  $ETN | Eaton Corp plc | $1.8M | 0.1% | -0% | — |
| 65 | — | VANGUARD MID-CAP ETF (MKT) - MUTUAL FUND/STO | $1.8M | 0.1% | +302% | — |
| 66 |  $MPC | Marathon Petroleum Corp | $1.7M | 0.1% | +0% | 61 |
| 67 |  $RF | REGIONS FINANCIAL CORP | $1.7M | 0.1% | +0% | 61.5 |
| 68 |  $UNH | UNITEDHEALTH GROUP INC | $1.6M | 0.1% | -1% | 62.7 |
| 69 |  $MCD | MCDONALDS CORP | $1.5M | 0.1% | -4% | 69 |
| 70 |  $FANG | Diamondback Energy, Inc. | $1.5M | 0.1% | -7% | 76.1 |
| 71 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.5M | 0.1% | -5% | 67.6 |
| 72 | — | ISHARES CORE S&P TOTAL US STOCK - MUTUAL FUND/STO | $1.5M | 0.1% | +0% | — |
| 73 | — | DODGE & COX INTERNATIONAL STOCK FUND - Mutual Fund | $1.5M | 0.1% | -1% | — |
| 74 | — | VANGUARD EQUITY INCOME FUND ADMIRAL CLASS - Mutual Fund | $1.5M | 0.1% | -10% | — |
| 75 | — | ISHARES MSCI EMERGING MARKETS - MUTUAL FUND/STO | $1.5M | 0.1% | +3% | — |
| 76 | — | VANGUARD MID-CAP VALUE ETF (MKT) - MUTUAL FUND/STO | $1.4M | 0.1% | +0% | — |
| 77 |  $META | Meta Platforms, Inc. | $1.4M | 0.1% | -8% | 79.6 |
| 78 |  $MA | Mastercard Inc | $1.4M | 0.1% | +6% | 85.1 |
| 79 |  $TJX | TJX COMPANIES INC /DE/ | $1.4M | 0.1% | -0% | 68.7 |
| 80 |  $AXP | AMERICAN EXPRESS CO | $1.4M | 0.1% | +3% | 69.4 |
| 81 |  $VMC | Vulcan Materials CO | $1.3M | 0.1% | +0% | 63.5 |
| 82 | — | ISHARES S&P 500 GROWTH (MKT) - MUTUAL FUND/STO | $1.3M | 0.1% | -0% | — |
| 83 |  $LOW | LOWES COMPANIES INC | $1.3M | 0.1% | +2% | 60.8 |
| 84 |  $ADI | ANALOG DEVICES INC | $1.3M | 0.1% | +0% | 79.2 |
| 85 |  $SFBS | ServisFirst Bancshares, Inc. | $1.2M | 0.1% | -3% | 69.1 |
| 86 |  $TFC | TRUIST FINANCIAL CORP | $1.2M | 0.1% | +0% | 76.4 |
| 87 |  $PEP | PEPSICO INC | $1.2M | 0.1% | -7% | 63.4 |
| 88 | — | VANGUARD LARGE CAP ETF (MKT) - MUTUAL FUND/STO | $1.2M | 0.1% | +0% | — |
| 89 |  $AMD | ADVANCED MICRO DEVICES INC | $1.2M | 0.1% | +8% | 79.8 |
| 90 | — | NEOS NASDAQ 100 HIGH INCOME ETF - Exchange Traded Fund | $1.2M | 0.1% | +187% | — |
| 91 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.1M | 0.1% | +0% | 69.8 |
| 92 |  $NPO | Enpro Inc. | $1.1M | 0.1% | +0% | 55 |
| 93 | — | ISHARES MSCI EAFE (MKT) - MUTUAL FUNDS GL | $1.1M | 0.1% | +11% | — |
| 94 |  $SLV | iShares Silver Trust | $1.1M | 0.1% | +0% | — |
| 95 | — | GLOBAL X FUNDS - Common Stock | $1.1M | 0.1% | +0% | — |
| 96 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.1M | 0.1% | +9% | 70 |
| 97 |  $ABT | ABBOTT LABORATORIES | $1.1M | 0.1% | +49% | 65.5 |
| 98 | — | VANGUARD SMALL CAP ETF (MKT) - MUTUAL FUND/STO | $1.1M | 0.1% | +2% | — |
| 99 | — | ISHARES S&P MIDCAP 400 GROWTH - MUTUAL FUND/STO | $1.1M | 0.1% | +0% | — |
| 100 | — | VANGUARD MID-CAP GROWTH ETF - MUTUAL FUND/STO | $1.1M | 0.1% | +0% | — |
| 101 |  $DE | DEERE & CO | $1.0M | 0.1% | +6% | 55.4 |
| 102 |  $RTX | RTX Corp | $1.0M | 0.1% | +3% | 73.2 |
| 103 | — | VANGUARD S&P 500 ETF - MUTUAL FUND/STO | $999,065 | 0.1% | -97% | — |
| 104 |  $DINO | HF Sinclair Corp | $996,343 | 0.1% | +0% | 58.7 |
| 105 | — | ISHARES US TREASURY BOND ETF - Exchange Traded Fund | $989,284 | 0.1% | +1% | — |
| 106 |  $STX | Seagate Technology Holdings plc | $966,230 | 0.1% | +0% | — |
| 107 |  $STLD | STEEL DYNAMICS INC | $964,693 | 0.1% | +0% | 57.7 |
| 108 |  $CSX | CSX CORP | $961,169 | 0.1% | +0% | 65.2 |
| 109 |  $LMT | LOCKHEED MARTIN CORP | $960,743 | 0.1% | +0% | 65.6 |
| 110 |  $PM | Philip Morris International Inc. | $942,050 | 0.0% | +5% | 75.9 |
| 111 |  $HSY | HERSHEY CO | $925,220 | 0.0% | +0% | 65.7 |
| 112 |  $CI | Cigna Group | $898,165 | 0.0% | +0% | 66.2 |
| 113 |  $TSLA | Tesla, Inc. | $849,970 | 0.0% | +4% | 53.9 |
| 114 |  $TT | Trane Technologies plc | $823,675 | 0.0% | +0% | — |
| 115 |  $GPN | GLOBAL PAYMENTS INC | $821,334 | 0.0% | +0% | 47 |
| 116 | — | NEOS S&P 500 HIGH INCOME ETF - Exchange Traded Fund | $815,887 | 0.0% | +9% | — |
| 117 |  $QCOM | QUALCOMM INC/DE | $808,035 | 0.0% | +1% | 70.5 |
| 118 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $784,501 | 0.0% | -26% | 65.1 |
| 119 |  $AZN | ASTRAZENECA PLC | $780,966 | 0.0% | +0% | — |
| 120 |  $GEV | GE Vernova Inc. | $763,375 | 0.0% | +2% | 81.1 |
| 121 | — | DFA US MARKETWIDE VALUE ETF - MUTUAL FUND/STO | $736,287 | 0.0% | +5% | — |
| 122 |  $AMGN | AMGEN INC | $726,694 | 0.0% | +5% | 79.2 |
| 123 |  $DIS | Walt Disney Co | $698,872 | 0.0% | +3% | 60.1 |
| 124 |  $WM | WASTE MANAGEMENT INC | $675,167 | 0.0% | -1% | 67.6 |
| 125 |  $BLK | BlackRock, Inc. | $651,974 | 0.0% | -5% | 70 |
| 126 |  $CVS | CVS HEALTH Corp | $646,070 | 0.0% | +0% | 59.4 |
| 127 |  $IVZ | Invesco Ltd. | $645,000 | 0.0% | +0% | — |
| 128 |  $JOE | ST JOE Co | $644,838 | 0.0% | +0% | 69.5 |
| 129 |  $CB | Chubb Ltd | $638,546 | 0.0% | +3% | — |
| 130 | — | UTILITIES SELECT SECTOR SPDRR - MUTUAL FUND/STO | $632,876 | 0.0% | +0% | — |
| 131 |  $TXN | TEXAS INSTRUMENTS INC | $632,204 | 0.0% | +32% | 73.4 |
| 132 |  $NSC | NORFOLK SOUTHERN CORP | $621,566 | 0.0% | -3% | 63.2 |
| 133 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $612,778 | 0.0% | -36% | — |
| 134 |  $UTHR | UNITED THERAPEUTICS Corp | $601,974 | 0.0% | +0% | 71.3 |
| 135 |  $BMY | BRISTOL MYERS SQUIBB CO | $599,107 | 0.0% | -1% | 70.4 |
| 136 |  $GILD | GILEAD SCIENCES, INC. | $592,134 | 0.0% | +0% | 57.4 |
| 137 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $583,070 | 0.0% | -4% | 52.2 |
| 138 |  $GLW | CORNING INC /NY | $582,125 | 0.0% | +0% | 73.7 |
| 139 |  $GE | GENERAL ELECTRIC CO | $581,761 | 0.0% | +4% | 73.8 |
| 140 | — | ISHARES NASDAQ BIOTECHNOLOGY - MUTUAL FUND/STO | $573,993 | 0.0% | +0% | — |
| 141 | — | ISHARES RUSSELL 2000 GROWTH - MUTUAL FUND/STO | $572,361 | 0.0% | +0% | — |
| 142 |  $MMM | 3M CO | $566,813 | 0.0% | -2% | 64.9 |
| 143 |  $PH | Parker-Hannifin Corp | $549,667 | 0.0% | +0% | 65.8 |
| 144 |  $SYY | SYSCO CORP | $538,755 | 0.0% | +6% | 54.7 |
| 145 |  $DUK | Duke Energy CORP | $526,299 | 0.0% | +0% | 56.4 |
| 146 |  $ITW | ILLINOIS TOOL WORKS INC | $525,656 | 0.0% | -10% | 63.6 |
| 147 |  $GPC | GENUINE PARTS CO | $525,591 | 0.0% | -1% | 52.7 |
| 148 | — | VANGUARD VALUE INDEX FUND ETF - MUTUAL FUND/STO | $523,309 | 0.0% | -2% | — |
| 149 |  $EXEL | EXELIXIS, INC. | $499,211 | 0.0% | +0% | 76.2 |
| 150 |  $EMR | EMERSON ELECTRIC CO | $498,077 | 0.0% | +5% | 65.3 |
New Positions (107)
$DBA INVESCO DB AGRICULTURE FUND$14.0M
$DVN DEVON ENERGY CORP/DE$488,111
$HONA Honeywell Aerospace Inc.$485,473
$UTG REAVES UTILITY INCOME FUND$179,685
$BXMT BLACKSTONE MORTGAGE TRUST, INC.$162,816
$EPD ENTERPRISE PRODUCTS PARTNERS L.P.$157,036
$AGNC AGNC Investment Corp.$135,954
$NLY ANNALY CAPITAL MANAGEMENT INC$135,420
$ET Energy Transfer LP$126,359 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF - Exchange Traded Fund$118,245
FIRST TRUST NASDAQ-100-TECH - MUTUAL FUND/STO$83,533
FRANKLIN RISING DIVIDENDS FUND ADVISOR CLASS - Mutual Fund$83,294
$DEC Diversified Energy Co$69,300
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$67,655
$SNDK Sandisk Corp$60,967Exited Positions (32)
$CTRA Coterra Energy Inc. PIMCO INCOME FUND INST'L CLASS
ISHARES FLOATING RATE BOND (MKT)
FIRST TRUST ENHANCED SHORT
$PRA PROASSURANCE CORP
$BKR Baker Hughes Co
$RL RALPH LAUREN CORP STATE STREET SPDR NUVEEN ICE
$UCB UNITED COMMUNITY BANKS INC PACER TRENDPOLOT US LG CAP ETF
$NAD Nuveen Quality Municipal Income Fund GLOBAL X NASDAQ 100 COVERED CALL
$AFBI Affinity Bancshares, Inc.
$CXT Crane NXT, Co. BAIRD INTERMEDIATE BOND FUND INST'L CLASS
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AI-Powered Hedge Fund Analysis: Oakworth Capital, Inc. (OAKC)
13F Pro is an AI hedge fund tracker and stock research platform. For Oakworth Capital, Inc. (OAKC) (SEC CIK: 1588871), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Oakworth Capital, Inc. (OAKC)'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.