Oakworth Capital, Inc.

Institutional manager·CIK 0001588871

Annual return '25

+15.5%

SPY '25

+17.7%

Alpha

-2.2ptsvs SPY

Invested

$3.8B

Holdings

852

Trades YTD

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR

$IWD

ISHARES RUSSELL 1000 VALUE (MKT)

Q4 2025: Exited (was 1.01M shares)

9.8%

$BND

VANGUARD TOTAL BOND MARKET ETF

Q4 2025: Exited (was 2.67M shares)

8.6%

$IWF

ISHARES RUSSELL 1000 GROWTH

Q4 2025: Exited (was 400.0k shares)

8.2%

$VEA

VANGUARD FTSE DEVELOPED MARKETS

Q4 2025: Exited (was 2.79M shares)

7.9%

$IWR

ISHARES RUSSELL MID-CAP (MKT)

Q4 2025: Exited (was 1.48M shares)

6.3%

$VCSH

VANGUARD SHORT-TERM CORP BD IDX

Q4 2025: Exited (was 1.13M shares)

5.3%

$SHV

ISHARES 0-1 YEAR TREASURY BOND

Q4 2025: Exited (was 879.2k shares)

4.1%

$JPM

JP MORGAN CHASE & CO

Q4 2025: Exited (was 200.2k shares)

3.1%

$GQ9

SPDR GOLD SHARES (MKT)

Q4 2025: Exited (was 174.5k shares)

3.1%

$IJR

ISHARES CORE S&P SMALL-CAP (MKT)

Q4 2025: Exited (was 306.2k shares)

3.0%

See all 852 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 05:51 UTC.