StockDriftsStockDriftsTop 50 Oakworth Capital, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR RUSSELL 1000 VALUE ETF | 9.76% | 862.3K | $184.2M | +3.26%(+27.26K) | $129.85(+80.74%) | 2026-03-31 | |
| BND | VANGUARD TTL BD MKT | 8.6% | 2.21M | $162.5M | +6.21%(+129.01K) | $72.34(+1.16%) | 2026-03-31 | |
| IWF | ISHARES TR RUSSELL 1000 GROWTH ETF | 8.15% | 360.8K | $153.9M | +2.22%(+7.85K) | $106.63(+16.58%) | 2026-03-31 | |
| VEA | VANGUARD DEVELOPED MARKETS INDEX FUND | 7.93% | 2.34M | $149.8M | +5.21%(+115.84K) | $46.95(+50.45%) | 2026-03-31 | |
| IWR | ISHARES TR RUSSELL MID-CAP ETF | 6.26% | 1.22M | $118.2M | +2.57%(+30.42K) | $63.21(+65.69%) | 2026-03-31 | |
| VCSH | VANGUARD SHORT TERM CORP BOND INDEX FUND ETF | 5.29% | 1.26M | $99.9M | +7.02%(+82.66K) | $77.98(+1.33%) | 2026-03-31 | |
| SHV | ISHARES 0 1 YR TRESURY BOND ETF | 4.08% | 698.7K | $77.1M | -31.05%(-314.68K) | $110.27(-0.07%) | 2026-03-31 | |
| JPM | J P MORGAN CHASE & CO COM | 3.13% | 200.7K | $59.0M | +2.09%(+4.12K) | $100.46(+198.88%) | 2026-03-31 | |
| GLD | SPDR GOLD TR GOLD SHS | 3.1% | 136.0K | $58.5M | +1.26%(+1.69K) | $194.21(+121.67%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 3.01% | 456.7K | $56.8M | +77.39%(+199.26K) | $111.19(+21.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.29% | +41.58% |
| Top 20 Holdings Unweighted | +13.53% | +46.33% |
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