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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: 2018-08-07) --- full portfolio
Company (links to holding history) Ticker Value On
2018-06-30
No of Shares % of portfolio
ISHARES CORE MSCI EAFE ETF    (EXCHANGE TRADED FUNDS-INTL) IEFA 58,778,000 927,693 12.19%
ISHARES R1000 GROWTH ETF    (EXCHANGE TRADED FUNDS-EQUITY) IWF 56,030,000 389,638 11.62%
ISHARES R1000 VALUE ETF    (EXCHANGE TRADED FUNDS-EQUITY) IWD 48,320,000 398,084 10.02%
OAKWORTH CAPITAL CASH SWEEP CASH SWEEP - P    (MISC CASH EQUIV-TAXABLE) 37,274,000 37,273,912 7.73%
ISHARES S&P 100 ETF    (EXCHANGE TRADED FUNDS-EQUITY) OEF 36,643,000 306,376 7.60%
APPLE INC. COMMON    (COMMON STOCK) AAPL 14,108,000 76,214 2.92%
ALPHABET INC    (COMMON STOCK) GOOG 13,426,000 12,035 2.78%
ISHARES RUSSELL MID-CAP ETF    (EXCHANGE TRADED FUNDS-EQUITY) IWR 11,999,000 56,565 2.49%
JP MORGAN CHASE & COMPANY    (COMMON STOCK) JPM 11,589,000 111,220 2.40%
TECHNOLOGY SPDR ETF    (EXCHANGE TRADED FUNDS-EQUITY) XLK 10,469,000 150,691 2.17%
VANGUARD I FTSE ALL-WORLD EX US INDEX ETF    (EXCHANGE TRADED FUNDS-INTL) VEU 9,780,000 188,659 2.02%
VANGUARD MSCI EMERGING MKTS ETF    (EXCHANGE TRADED FUNDS-INTL) VWO 8,259,000 195,709 1.71%
ENERGY SPDR ETF    (EXCHANGE TRADED FUNDS-EQUITY) XLE 8,161,000 107,466 1.69%
SPDR TRUST SERIES I ETF    (EXCHANGE TRADED FUNDS-EQUITY) SPY 7,336,000 27,042 1.52%
ISHARES US HEALTHCARE ETF    (EXCHANGE TRADED FUNDS-EQUITY) IYH 7,183,000 40,313 1.49%
PFIZER INC    (COMMON STOCK) PFE 6,978,000 192,400 1.44%
CONSUMER STAPLES SPDR ETF    (EXCHANGE TRADED FUNDS-EQUITY) XLP 6,847,000 132,903 1.42%
OAKWORTH CAPITAL CASH SWEEP CASH SWEEP - I    (MISC CASH EQUIV-TAXABLE) 5,346,000 5,345,835 1.10%
BANK OF AMERICA    (COMMON STOCK) BAC 4,486,000 159,184 0.93%
MICROSOFT CORP    (COMMON STOCK) MSFT 4,362,000 44,235 0.90%


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