Cadence Bank

data from 30/09/2025

Capitalization

$ 1.648 B 8.50 %

Average holding period

16 ans

Performance

$ 720.629 M 82.38 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Cadence Bank

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MUSA MURPHY USA INC 9.77% 161.002 M $ 414675 2017/12/31 -7.688 M $ -4.56 %
2025/09/30 MGC VANGUARD WORLD FD 6.38% 105.174 M $ 430884 2017/12/31 8.118 M $ 8.52 %
2025/09/30 AVGO BROADCOM INC 4.43% 72.928 M $ 221053 2019/03/31 12.441 M $ 19.68 %
2025/09/30 MSFT MICROSOFT CORP 4.37% 71.939 M $ 138890 2017/12/31 2.849 M $ 4.13 %
2025/09/30 AAPL APPLE INC 3.19% 52.590 M $ 206535 2017/12/31 10.494 M $ 24.11 %
2025/09/30 MUR MURPHY OIL CORP 3.02% 49.818 M $ 1753535 2017/12/31 10.386 M $ 26.27 %
2025/09/30 CADE CADENCE BANK 2.77% 45.680 M $ 1216846 2021/12/31 3.703 M $ 17.39 %
2025/09/30 NVDA NVIDIA CORPORATION 2.39% 39.418 M $ 211266 2022/09/30 6.124 M $ 18.10 %
2025/09/30 GOOGL ALPHABET INC 2.23% 36.817 M $ 151446 2017/12/31 10.173 M $ 37.94 %
2025/09/30 WMT WALMART INC 2.22% 36.648 M $ 355599 2017/12/31 1.542 M $ 5.40 %
2025/09/30 ACWX ISHARES TR 1.67% 27.563 M $ 423975 2017/12/31 1.687 M $ 6.68 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.56% 25.625 M $ 38466 2017/12/31 1.898 M $ 7.82 %
2025/09/30 VO VANGUARD INDEX FDS 1.48% 24.407 M $ 83089 2017/12/31 1.106 M $ 4.97 %
2025/09/30 XOM EXXON MOBIL CORP 1.46% 24.087 M $ 213632 2017/12/31 1.054 M $ 4.59 %
2025/09/30 AMAT APPLIED MATLS INC 1.43% 23.620 M $ 115368 2017/12/31 2.497 M $ 11.84 %
2025/09/30 RTX RTX CORPORATION 1.33% 21.970 M $ 131298 2020/06/30 2.771 M $ 14.59 %
2025/09/30 VB VANGUARD INDEX FDS 1.30% 21.347 M $ 83949 2017/12/31 1.381 M $ 7.30 %
2025/09/30 PG PROCTER AND GAMBLE CO 1.29% 21.203 M $ 137997 2017/12/31 -782.726 K $ -3.56 %
2025/09/30 PRU PRUDENTIAL FINL INC 1.13% 18.574 M $ 179041 2017/12/31 -646.748 K $ -3.44 %
2025/09/30 KMI KINDER MORGAN INC DEL 1.07% 17.628 M $ 622675 2022/03/31 -669.927 K $ -3.71 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.01% 16.563 M $ 52510 2017/12/31 1.370 M $ 8.80 %
2025/09/30 BND VANGUARD BD INDEX FDS 0.99% 16.314 M $ 219360 2019/12/31 128.294 K $ 1.01 %
2025/09/30 TFC TRUIST FINL CORP 0.93% 15.361 M $ 335969 2022/09/30 849.641 K $ 6.35 %
2025/09/30 ABBV ABBVIE INC 0.89% 14.615 M $ 63120 2017/12/31 2.905 M $ 24.74 %
2025/09/30 PEP PEPSICO INC 0.87% 14.386 M $ 102433 2017/12/31 839.395 K $ 6.36 %
2025/09/30 CSCO CISCO SYS INC 0.87% 14.320 M $ 209300 2017/12/31 -199.219 K $ -1.38 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.80% 13.216 M $ 38756 2017/12/31 1.893 M $ 16.92 %
2025/09/30 NKE NIKE INC 0.71% 11.753 M $ 168557 2024/03/31 -215.206 K $ -1.84 %
2025/09/30 MCD MCDONALDS CORP 0.68% 11.157 M $ 36715 2017/12/31 426.748 K $ 4.01 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.66% 10.918 M $ 182203 2020/12/31 525.158 K $ 5.10 %
2025/09/30 VOO VANGUARD INDEX FDS 0.65% 10.743 M $ 17542 2017/12/31 553.532 K $ 7.81 %
2025/09/30 DELL DELL TECHNOLOGIES INC 0.64% 10.488 M $ 73980 2024/12/31 1.407 M $ 15.64 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.63% 10.337 M $ 229201 2017/12/31 -212.501 K $ -2.57 %
2025/09/30 MTN VAIL RESORTS INC 0.62% 10.221 M $ 68335 2022/12/31 -508.636 K $ -4.81 %
2025/09/30 BEN FRANKLIN RESOURCES INC 0.60% 9.953 M $ 430325 2022/06/30 -303.352 K $ -3.02 %
2025/09/30 QSR RESTAURANT BRANDS INTL INC 0.59% 9.662 M $ 150637 2020/06/30 -239.942 K $ -3.24 %
2025/09/30 TROW PRICE T ROWE GROUP INC 0.58% 9.567 M $ 93212 2017/12/31 557.364 K $ 6.36 %
2025/09/30 SIRI SIRIUSXM HOLDINGS INC 0.58% 9.494 M $ 407900 2024/12/31 125.012 K $ 1.35 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.57% 9.414 M $ 58038 2017/12/31 -1.135 M $ -10.94 %
2025/09/30 FLOT ISHARES TR 0.55% 9.045 M $ 177059 2019/12/31 10.284 K $ 0.14 %
2025/09/30 AMZN AMAZON COM INC 0.54% 8.917 M $ 40609 2019/06/30 7.051 K $ 0.08 %
2025/09/30 LLY ELI LILLY & CO 0.53% 8.692 M $ 11391 2019/12/31 -187.499 K $ -2.12 %
2025/09/30 COLB COLUMBIA BKG SYS INC 0.52% 8.591 M $ 333764 2025/09/30 0.000 $ 0.00 %
2025/09/30 LW LAMB WESTON HLDGS INC 0.50% 8.300 M $ 142913 2024/12/31 875.327 K $ 12.02 %
2025/09/30 KNTK KINETIK HOLDINGS INC 0.49% 8.007 M $ 187338 2025/06/30 -238.277 K $ -2.97 %
2025/09/30 FDX FEDEX CORP 0.49% 7.998 M $ 33916 2018/12/31 287.597 K $ 3.74 %
2025/09/30 NTR NUTRIEN LTD 0.49% 7.992 M $ 136134 2018/03/31 63.453 K $ 0.81 %
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 0.45% 7.428 M $ 130090 2022/06/30 43.627 K $ 0.44 %
2025/09/30 MDT MEDTRONIC PLC 0.45% 7.384 M $ 77532 2022/09/30 621.406 K $ 9.26 %
2025/09/30 PFE PFIZER INC 0.45% 7.368 M $ 289160 2017/12/31 359.355 K $ 5.12 %
2025/09/30 LOW LOWES COS INC 0.45% 7.340 M $ 29205 2021/09/30 865.064 K $ 13.27 %
2025/09/30 QCOM QUALCOMM INC 0.43% 7.092 M $ 42629 2020/03/31 300.741 K $ 4.46 %
2025/09/30 TTE TOTALENERGIES SE 0.42% 6.899 M $ 115587 2021/09/30 -193.983 K $ -2.77 %
2025/09/30 MA MASTERCARD INCORPORATED 0.40% 6.654 M $ 11698 2020/03/31 80.461 K $ 1.22 %
2025/09/30 FHI FEDERATED HERMES INC 0.40% 6.648 M $ 128022 2022/03/31 973.973 K $ 17.17 %
2025/09/30 CAG CONAGRA BRANDS INC 0.40% 6.518 M $ 355997 2024/12/31 -794.577 K $ -10.55 %
2025/09/30 EFA ISHARES TR 0.39% 6.499 M $ 69600 2022/09/30 277.549 K $ 4.45 %
2025/09/30 EOG EOG RES INC 0.39% 6.399 M $ 57075 2020/03/31 -424.825 K $ -6.26 %
2025/09/30 BAC BANK AMERICA CORP 0.38% 6.289 M $ 121913 2022/09/30 391.870 K $ 9.02 %
2025/09/30 HD HOME DEPOT INC 0.38% 6.200 M $ 15302 2017/12/31 588.465 K $ 10.51 %
2025/09/30 V VISA INC 0.37% 6.025 M $ 17649 2017/12/31 -253.195 K $ -3.85 %
2025/09/30 HPQ HP INC 0.36% 5.990 M $ 219963 2022/09/30 626.648 K $ 11.32 %
2025/09/30 CVX CHEVRON CORP NEW 0.36% 5.960 M $ 38377 2017/12/31 489.444 K $ 8.45 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.36% 5.866 M $ 70229 2017/12/31 -1.275 M $ -17.25 %
2025/09/30 JEPQ J P MORGAN EXCHANGE TRADED F 0.35% 5.769 M $ 100298 2024/09/30 226.986 K $ 5.74 %
2025/09/30 IWF ISHARES TR 0.35% 5.750 M $ 12275 2021/06/30 541.256 K $ 10.32 %
2025/09/30 SYY SYSCO CORP 0.34% 5.651 M $ 68630 2022/09/30 453.948 K $ 8.71 %
2025/09/30 DPZ DOMINOS PIZZA INC 0.33% 5.489 M $ 12714 2023/06/30 -235.558 K $ -4.19 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.33% 5.432 M $ 29298 2017/12/31 973.435 K $ 21.39 %
2025/09/30 CMCSA COMCAST CORP NEW 0.31% 5.124 M $ 163095 2022/09/30 -730.315 K $ -11.96 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.31% 5.116 M $ 18130 2017/12/31 -229.343 K $ -4.28 %
2025/09/30 ABT ABBOTT LABS 0.31% 5.095 M $ 38041 2017/12/31 -79.411 K $ -1.52 %
2025/09/30 ANET ARISTA NETWORKS INC 0.29% 4.842 M $ 33233 2024/12/31 1.430 M $ 42.42 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.28% 4.674 M $ 9297 2017/12/31 152.763 K $ 3.49 %
2025/09/30 RDIV INVESCO EXCH TRADED FD TR II 0.28% 4.666 M $ 89520 2020/09/30 373.347 K $ 8.92 %
2025/09/30 AMP AMERIPRISE FINL INC 0.27% 4.428 M $ 9013 2022/09/30 -397.188 K $ -7.96 %
2025/09/30 PWR QUANTA SVCS INC 0.26% 4.338 M $ 10467 2022/09/30 380.770 K $ 9.61 %
2025/09/30 KO COCA COLA CO 0.26% 4.269 M $ 64369 2017/12/31 -287.710 K $ -6.26 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.25% 4.101 M $ 19291 2021/03/31 -3.467 K $ -0.08 %
2025/09/30 UNP UNION PAC CORP 0.25% 4.070 M $ 17217 2022/09/30 108.401 K $ 2.73 %
2025/09/30 VTI VANGUARD INDEX FDS 0.23% 3.824 M $ 11654 2017/12/31 274.202 K $ 7.98 %
2025/09/30 GOOG ALPHABET INC 0.23% 3.777 M $ 15508 2022/09/30 1.060 M $ 37.30 %
2025/09/30 ETN EATON CORP PLC 0.23% 3.727 M $ 9958 2022/09/30 178.123 K $ 4.83 %
2025/09/30 VOYA VOYA FINANCIAL INC 0.22% 3.688 M $ 49299 2025/06/30 117.180 K $ 5.35 %
2025/09/30 MCK MCKESSON CORP 0.22% 3.643 M $ 4715 2022/09/30 187.110 K $ 5.43 %
2025/09/30 LRCX LAM RESEARCH CORP 0.22% 3.606 M $ 26933 2024/12/31 980.612 K $ 37.56 %
2025/09/30 HMC HONDA MOTOR LTD 0.22% 3.571 M $ 115927 2023/03/31 225.151 K $ 6.83 %
2025/09/30 APH AMPHENOL CORP NEW 0.21% 3.492 M $ 28218 2017/12/31 700.000 K $ 25.32 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.21% 3.385 M $ 11269 2022/09/30 504.793 K $ 17.36 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.20% 3.330 M $ 3598 2022/09/30 -227.786 K $ -6.50 %
2025/09/30 IVW ISHARES TR 0.20% 3.256 M $ 26971 2022/12/31 288.821 K $ 9.65 %
2025/09/30 MRK MERCK & CO INC 0.20% 3.253 M $ 38759 2017/12/31 187.756 K $ 6.03 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.20% 3.227 M $ 11553 2017/12/31 608.731 K $ 23.31 %
2025/09/30 FI FISERV INC 0.19% 3.106 M $ 24090 2017/12/31 -1.049 M $ -25.22 %
2025/09/30 IVE ISHARES TR 0.19% 3.097 M $ 14998 2022/09/30 166.527 K $ 5.68 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 0.18% 2.967 M $ 35273 2024/09/30 36.732 K $ 1.44 %
2025/09/30 IJH ISHARES TR 0.18% 2.893 M $ 44338 2022/09/30 146.969 K $ 5.22 %
2025/09/30 PCH POTLATCHDELTIC CORPORATION 0.17% 2.823 M $ 69273 2019/12/31 164.869 K $ 6.20 %
2025/09/30 CMI CUMMINS INC 0.17% 2.811 M $ 6655 2017/12/31 629.747 K $ 28.97 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.17% 2.751 M $ 3455 2022/09/30 303.543 K $ 12.52 %