Long-term investor
Oakworth Capital, Inc. @oakworthcapitalinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001588871).
Record
- Tracked since 2025-06-30 (448 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days +7.8% · 6 months n/a · 1 year +15.8% · all +15.8%
- Max drawdown n/a · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287598 · 10.2% · long · since 2025-06-30
- 464287614 · 8.7% · long · since 2025-06-30
- 921937835 · 8.2% · long · since 2025-06-30
- 921943858 · 8.1% · long · since 2025-06-30
- 464287499 · 6.5% · long · since 2025-06-30
- 92206C409 · 4.9% · long · since 2025-06-30
- 464287804 · 3.3% · long · since 2025-06-30
- 464288679 · 3.2% · long · since 2025-06-30
- JPM · 3.2% · long · since 2025-06-30
- 02079K107 · 2.9% · long · since 2025-06-30
- GLD · 2.7% · long · since 2025-06-30
- 92206C706 · 2.4% · long · since 2025-06-30