Oakworth Capital, Inc. Incresed Positions in Q1 2025

Oakworth Capital, Inc.

  • $1.43 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
767K
+ 1523.52%
$110.11 - $110.51 $84.5M - $84.8M
818K $90.3M
VEA
Vanguard Ftse Developed Market

ETFs
65.1K
+ 3.46%
$47.4 - $52.99 $3.08M - $3.45M
1.95M $99M
GLD
Spdr Gold Trust

ETFs
483
+ 0.37%
$243.19 - $288.14 $117K - $139K
131K $37.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
18K
+ 2.36%
$182.82 - $196.21 $3.29M - $3.53M
782K $147M
VLO
Valero Energy Corp

Energy
10.3K
+ 12.58%
$121.76 - $142.99 $1.25M - $1.47M
92K $12.2M
MRK
Merck & Co., Inc.

Healthcare
23.6K
+ 102.12%
$83.01 - $101.02 $1.96M - $2.39M
46.8K $4.2M
IYH
Ishares Tr

ETFs
13.6K
+ 3.57%
$58.32 - $62.76 $792K - $852K
393K $24M
VGIT
Vanguard Intermediate Term Tre

ETFs
9.15K
+ 1.54%
$57.44 - $59.4 $525K - $543K
603K $35.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
976
+ 10.36%
$442.66 - $534.52 $432K - $522K
10.4K $5.54M
GD
General Dynamics Corp

Industrials
2.7K
+ 4.85%
$241.94 - $272.58 $653K - $736K
58.4K $15.9M
SO
Southern CO

Utilities
3.13K
+ 9.9%
$80.96 - $92.96 $254K - $291K
34.8K $3.2M
CVX
Chevron Corp

Energy
1.03K
+ 6.0%
$146.71 - $167.97 $151K - $173K
18.2K $3.04M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
17.6K
+ 65.56%
$32.42 - $36.13 $571K - $636K
44.4K $1.47M
TT
Trane Technologies PLC

Industrials
1.47K
+ 681.48%
$332.0 - $400.86 $489K - $590K
1.69K $568K
JNJ
Johnson & Johnson

Healthcare
558
+ 3.04%
$142.06 - $167.7 $79.3K - $93.6K
18.9K $3.13M
CAT
Caterpillar Inc

Industrials
1.47K
+ 68.62%
$326.75 - $407.63 $479K - $597K
3.6K $1.19M
HD
Home Depot, Inc.

Consumer Cyclical
1.4K
+ 18.96%
$347.25 - $424.87 $487K - $596K
8.8K $3.22M
MCD
Mcdonalds Corp

Consumer Cyclical
682
+ 14.01%
$279.74 - $321.29 $191K - $219K
5.55K $1.73M
LLY
Eli Lilly & CO

Healthcare
20
+ 0.51%
$725.72 - $929.72 $14.5K - $18.6K
3.91K $3.23M
HSY
Hershey CO

Consumer Defensive
1.2K
+ 39.56%
$144.74 - $186.36 $174K - $224K
4.23K $723K
VO
Vanguard Mid Cap ETF

ETFs
840
+ 38.8%
$251.87 - $277.95 $212K - $233K
3.01K $777K
CI
Cigna Corp

Healthcare
19
+ 0.58%
$274.49 - $329.0 $5.22K - $6.25K
3.28K $1.08M
CLX
Clorox CO

Consumer Defensive
1.13K
+ 219.42%
$141.76 - $162.89 $160K - $184K
1.65K $242K
IBM
International Business Machines Corp

Technology
370
+ 16.12%
$217.4 - $264.74 $80.4K - $98K
2.67K $662K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3.17K
+ 49.38%
$39.96 - $43.3 $127K - $137K
9.58K $394K
AJG
Arthur J. Gallagher & Co.

Financial Services
9
+ 0.45%
$275.89 - $345.24 $2.48K - $3.11K
2.01K $694K
IR
Ingersoll Rand Inc.

Industrials
1.59K
+ 1142.45%
$79.44 - $94.23 $126K - $150K
1.73K $138K
KMB
Kimberly Clark Corp

Consumer Defensive
755
+ 51.89%
$124.46 - $147.4 $94K - $111K
2.21K $314K
VZ
Verizon Communications Inc

Communication Services
1.79K
+ 28.48%
$37.81 - $46.49 $67.6K - $83.2K
8.07K $366K
GIS
General Mills Inc

Consumer Defensive
1.91K
+ 365.9%
$57.56 - $65.3 $110K - $125K
2.43K $145K
PG
Procter & Gamble CO

Consumer Defensive
339
+ 1.97%
$158.56 - $176.26 $53.8K - $59.8K
17.6K $3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.25K
+ 0.97%
$56.17 - $59.71 $351K - $373K
650K $37.2M
CSCO
Cisco Systems, Inc.

Technology
495
+ 1.69%
$58.74 - $64.87 $29.1K - $32.1K
29.9K $1.84M
MMM
3 M CO

Industrials
295
+ 8.9%
$129.7 - $155.12 $38.3K - $45.8K
3.61K $530K
VB
Vanguard Small Cap ETF

ETFs
552
+ 43.71%
$217.89 - $252.64 $120K - $139K
1.82K $402K
SYK
Stryker Corp

Healthcare
29
+ 0.48%
$355.18 - $399.9 $10.3K - $11.6K
6.13K $2.28M
FNDF
Schwab Fundamental Intl Large

ETFs
2.19K
+ 92.71%
$32.9 - $37.45 $71.9K - $81.9K
4.54K $164K
AZN
Astrazeneca PLC

Healthcare
167
+ 1.99%
$65.37 - $77.96 $10.9K - $13K
8.58K $630K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.8K
+ 36.01%
$50.44 - $58.1 $90.8K - $105K
6.8K $350K
VMC
Vulcan Materials CO

Basic Materials
716
+ 16.91%
$220.9 - $277.54 $158K - $199K
4.95K $1.15M
NEE
Nextera Energy Inc

Utilities
1.16K
+ 5.13%
$66.96 - $76.16 $77.7K - $88.4K
23.8K $1.69M
SYY
Sysco Corp

Consumer Defensive
913
+ 20.83%
$70.0 - $77.13 $63.9K - $70.4K
5.3K $397K
MDLZ
Mondelez International, Inc.

Consumer Defensive
81
+ 1.21%
$56.12 - $68.15 $4.55K - $5.52K
6.79K $460K
COP
Conocophillips

Energy
455
+ 21.52%
$88.6 - $105.85 $40.3K - $48.2K
2.57K $269K
BMY
Bristol Myers Squibb CO

Healthcare
563
+ 10.17%
$53.9 - $63.11 $30.3K - $35.5K
6.1K $371K
CB
Chubb LTD

Financial Services
17
+ 0.91%
$257.71 - $301.99 $4.38K - $5.13K
1.89K $571K
CTAS
Cintas Corp

Industrials
160
+ 17.39%
$182.09 - $208.14 $29.1K - $33.3K
1.08K $221K
BSX
Boston Scientific Corp

Healthcare
19
+ 0.43%
$89.38 - $106.18 $1.7K - $2.02K
4.48K $451K
IEMG
Ishares Inc

ETFs
965
+ 306.35%
N/A
1.28K $68K
Activity Summary
Buys All Purchases 210 New Holdings 75 Increased Positions 135 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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