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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Oakworth Capital, Inc. INSTITUTION : Oakworth Capital, Inc.
Oakworth Capital, Inc. Latest Top 20 Portfolio Holdings: (Filing Date: 2018-10-25) --- full portfolio
Company (links to holding history) Ticker Value On
2018-09-30
No of Shares % of portfolio
ISHARES R1000 GROWTH ETF    (EXCHANGE TRADED FUNDS-EQUITY) IWF 63,250,000 405,501 12.64%
ISHARES CORE MSCI EAFE ETF    (EXCHANGE TRADED FUNDS-INTL) IEFA 63,112,000 984,892 12.61%
ISHARES R1000 VALUE ETF    (EXCHANGE TRADED FUNDS-EQUITY) IWD 55,750,000 440,292 11.14%
ISHARES S&P 100 ETF    (EXCHANGE TRADED FUNDS-EQUITY) OEF 35,575,000 274,461 7.11%
APPLE INC. COMMON    (COMMON STOCK) AAPL 17,436,000 77,238 3.48%
ALPHABET INC    (COMMON STOCK) GOOG 14,486,000 12,138 2.89%
ISHARES RUSSELL MID-CAP ETF    (EXCHANGE TRADED FUNDS-EQUITY) IWR 14,450,000 65,531 2.88%
VANGUARD SHORT TERM CORP BD ETF    (EXCHANGE TRADED FUNDS-FIXED) VCSH 13,293,000 170,091 2.65%
JP MORGAN CHASE & COMPANY    (COMMON STOCK) JPM 12,838,000 113,779 2.56%
TECHNOLOGY SPDR ETF    (EXCHANGE TRADED FUNDS-EQUITY) XLK 11,081,000 147,102 2.21%
ENERGY SPDR ETF    (EXCHANGE TRADED FUNDS-EQUITY) XLE 9,390,000 123,978 1.87%
VANGUARD MSCI EMERGING MKTS ETF    (EXCHANGE TRADED FUNDS-INTL) VWO 9,352,000 228,115 1.86%
VANGUARD I FTSE ALL-WORLD EX US INDEX ETF    (EXCHANGE TRADED FUNDS-INTL) VEU 8,519,000 163,699 1.70%
ISHARES US HEALTHCARE ETF    (EXCHANGE TRADED FUNDS-EQUITY) IYH 8,282,000 40,820 1.65%
SPDR TRUST SERIES I ETF    (EXCHANGE TRADED FUNDS-EQUITY) SPY 7,658,000 26,343 1.53%
CONSUMER STAPLES SPDR ETF    (EXCHANGE TRADED FUNDS-EQUITY) XLP 7,574,000 140,437 1.51%
PFIZER INC    (COMMON STOCK) PFE 5,855,000 132,901 1.17%
VANGUARD LONG TERM CORP BOND ETF    (EXCHANGE TRADED FUNDS-FIXED) VCLT 5,706,000 64,847 1.14%
ISHARES RUSSELL 2000 ETF    (EXCHANGE TRADED FUNDS-EQUITY) IWM 5,633,000 33,420 1.12%
MICROSOFT CORP    (COMMON STOCK) MSFT 5,085,000 44,466 1.01%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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