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Cadence Bank Na 13F Portfolio

Portfolio Manager
Cadence Bank Na
Performance
0% (N/A)
AUM (13F)
$16.10K
# of Holdings
58
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q3 2022

Cadence Bank Na Holdings Map

Top 36 Cadence Bank Na Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PG
PROCTER & GAMBLE CO
21.42%27.3K$3Knew2022-Q3: 27.3K sharesโ€”2022-09-30
AAPL
APPLE INC
9.88%11.5K$2Knew2022-Q3: 11.5K sharesโ€”2022-09-30
XOM
EXXON MOBIL CORP
9.43%17.4K$2Knew2022-Q3: 17.4K sharesโ€”2022-09-30
MSFT
MICROSOFT CORP
4.69%3.2K$755new2022-Q3: 3.2K sharesโ€”2022-09-30
CVX
CHEVRON CORP
3.9%4.4K$628new2022-Q3: 4.4K sharesโ€”2022-09-30
NVDA
NVIDIA CORPORATION
3.17%4.2K$511new2022-Q3: 4.2K sharesโ€”2022-09-30
ABBV
ABBVIE INC
2.52%3.0K$406new2022-Q3: 3.0K sharesโ€”2022-09-30
AMZN
AMAZON.COM INC
2.43%3.5K$391new2022-Q3: 3.5K sharesโ€”2022-09-30
JD
JD COM INC
2.37%7.6K$382new2022-Q3: 7.6K sharesโ€”2022-09-30
BSM
BLACK STONE MINERALS
2.17%22.3K$349new2022-Q3: 22.3K sharesโ€”2022-09-30

About Cadence Bank Naโ€™s portfolio

Cadence Bank Na reports $16.10K in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are PG (21.4%), AAPL (9.9%) and XOM (9.4%). Figures reflect the Q3 2022 filing.

Portfolio concentration

Portfolio concentration
PG โ€” 21.4% ($3.4K)AAPL โ€” 9.9% ($1.6K)XOM โ€” 9.4% ($1.5K)MSFT โ€” 4.7% ($755)CVX โ€” 3.9% ($628)NVDA โ€” 3.2% ($511)ABBV โ€” 2.5% ($406)AMZN โ€” 2.4% ($391)JD โ€” 2.4% ($382)BSM โ€” 2.2% ($349)Other โ€” 38.0% ($6.1K)
62%in top 10
  • PG21.4%
  • AAPL9.9%
  • XOM9.4%
  • MSFT4.7%
  • CVX3.9%
  • NVDA3.2%
  • ABBV2.5%
  • AMZN2.4%
  • JD2.4%
  • BSM2.2%
  • Other38.0%

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Source filings

Holdings on this page are parsed from Cadence Bank Naโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1080381). View Cadence Bank Naโ€™s 13F filings on SEC

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