Fund HoldingsCadence Bank

Total Portfolio Value
$1.15B
Total Bought
$64.65M
Total Sold
$52.95M
Net Transaction
+$11.69M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
MURPHY USA INC(MUSA)421,577421,5770108,788131,15711.43%+22,369
MICROSOFT CORP(MSFT)126,150127,498+1,34836,36943,4183.78%+7,049
BROADCOM INC(AVGO)25,13726,261+1,12416,12622,7801.98%+6,653
APPLE INC(AAPL)194,052196,186+2,13431,99938,0543.32%+6,055
VANGUARD WORLD FD443,849441,005-2,84463,53369,0006.01%+5,467
NVIDIA CORPORATION(NVDA)26,66526,572-937,40711,2410.98%+3,834
PHILIP MORRIS INTL INC(PM)45,47083,732+38,2624,4228,1740.71%+3,752
DOMINOS PIZZA INC(DPZ)010,489+10,48903,5350.31%+3,535
MURPHY OIL CORP(MUR)1,651,8441,650,844-1,00061,08563,2275.51%+2,142
RESTAURANT BRANDS INTL INC(QSR)152,843154,680+1,83710,26211,9911.04%+1,729
QUANTA SVCS INC08,609+8,60901,6910.15%+1,691
LILLY ELI & CO(LLY)13,04712,779-2684,4815,9930.52%+1,513
SPDR S&P 500 ETF TR(SPY)43,72643,526-20017,90119,2941.68%+1,393
ALPHABET INC(GOOG)74,05074,510+4607,6818,9190.78%+1,238
WALMART INC(WMT)113,084113,904+82016,67417,9041.56%+1,229
AMAZON COM INC(AMZN)46,17945,073-1,1064,7705,8760.51%+1,106
CHESAPEAKE ENERGY CORP(EXE)114,178115,931+1,7538,6829,7010.85%+1,019
JPMORGAN CHASE & CO(JPM)61,42461,517+938,0048,9470.78%+943
PRUDENTIAL FINL INC(PFH)158,056158,680+62413,07813,9991.22%+921
VANGUARD INDEX FDS10,28711,640+1,3533,8694,7410.41%+872
FEDEX CORP(FDX)37,16237,743+5818,4919,3560.82%+865
EATON CORP PLC(ETN)011,947+11,94702,4030.21%+2,403
VANGUARD ADMIRAL FDS INC03,269+3,26908310.07%+831
CONSTELLATION BRANDS INC(STZ)35,41135,782+3717,9998,8070.77%+808
STANLEY BLACK & DECKER INC(SWK)59,45159,587+1364,7915,5840.49%+793
LOWES COS INC(LOW)28,55428,368-1865,7106,4030.56%+693
MEDTRONIC PLC(MDT)48,52751,324+2,7973,9124,5220.39%+609
VANGUARD INDEX FDS61,21461,216+212,91113,4771.17%+566
ADOBE SYSTEMS INCORPORATED(ADBE)04,959+4,95902,4250.21%+2,425
PROCTER AND GAMBLE CO(PG)144,797145,141+34421,53022,0241.92%+494
MCDONALDS CORP(MCD)11,30512,185+8803,1613,6370.32%+475
MERCK & CO INC(MRK)54,77054,527-2435,8276,2920.55%+465
ABBOTT LABS44,96045,997+1,0374,5535,0150.44%+462
HONDA MOTOR LTD(HMC)107,708108,492+7842,8533,2880.29%+435
VAIL RESORTS INC(MTN)16,15716,660+5033,7764,1940.37%+419
VANGUARD INDEX FDS51,77851,449-3299,81510,2330.89%+418
MAGELLAN MIDSTREAM PRTNRS06,321+6,32103940.03%+394
WEYERHAEUSER CO MTN BE(WY)011,497+11,49703850.03%+385
REALTY INCOME CORP(O)06,395+6,39503820.03%+382
META PLATFORMS INC(META)04,394+4,39401,2610.11%+1,261
ACCENTURE PLC IRELAND
SHS CLASS A
19,25218,987-2655,5035,8590.51%+356
MCKESSON CORP(MCK)5,5625,462-1001,9802,3340.20%+354
MASTERCARD INCORPORATED(MA)10,97611,040+643,9894,3420.38%+353
SMUCKER J M CO(SJM)02,316+2,31603420.03%+342
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
019,715+19,71501,0910.10%+1,091
LEGGETT & PLATT INC(LEG)011,100+11,10003290.03%+329
UFP INDUSTRIES INC(UFPI)019,354+19,35401,8780.16%+1,878
WP CAREY INC(WPC)04,701+4,70103180.03%+318
IRON MTN INC DEL(IRM)05,318+5,31803020.03%+302
BOOKING HOLDINGS INC(BKNG)0110+11002970.03%+297
BERKSHIRE HATHAWAY INC DEL9,2169,211-52,8463,1410.27%+295
LAM RESEARCH CORP(LRCX)02,763+2,76301,7760.15%+1,776
HP INC(HPQ)037,501+37,50101,1520.10%+1,152
FISERV INC(FISV)27,62226,943-6793,1223,3990.30%+277
UNILEVER PLC(UL)016,187+16,18708440.07%+844
JOHNSON & JOHNSON(JNJ)37,18936,388-8015,7646,0230.52%+259
AMERIPRISE FINL INC(AMP)10,26610,218-483,1473,3940.30%+247
COPART INC(CPRT)015,468+15,46801,4110.12%+1,411
ALPHABET INC(GOOG)19,30018,518-7822,0072,2400.20%+233
SHERWIN WILLIAMS CO(SHW)0868+86802300.02%+230
KIMBELL RTY PARTNERS LP(KRP)015,625+15,62502300.02%+230
GENUINE PARTS CO(GPC)01,358+1,35802300.02%+230
VANECK ETF TRUST
SEMICONDUCTR ETF
01,494+1,49402270.02%+227
AMERICAN EXPRESS CO(AXP)08,326+8,32601,4500.13%+1,450
FORTINET INC(FTNT)02,905+2,90502200.02%+220
UNION PAC CORP(UNP)16,42217,214+7923,3053,5220.31%+217
CAPITAL ONE FINL CORP(COF)017,342+17,34201,8970.17%+1,897
POTLATCHDELTIC CORPORATION63,61763,61703,1493,3620.29%+213
ISHARES TR01,930+1,93002100.02%+210
ORACLE CORP(ORCL)08,036+8,03609570.08%+957
ISHARES TR14,30513,444-8613,4953,7000.32%+204
VISA INC(V)16,24516,275+303,6633,8650.34%+202
AMGEN INC(AMGN)05,516+5,51601,2250.11%+1,225
VERISK ANALYTICS INC(VRSK)05,539+5,53901,2520.11%+1,252
INVESCO QQQ TR04,024+4,02401,4870.13%+1,487
ISHARES TR7,1777,056-1212,9503,1450.27%+195
ROPER TECHNOLOGIES INC(ROP)04,125+4,12501,9830.17%+1,983
VANGUARD INDEX FDS11,32711,374+472,3122,5050.22%+194
INTERNATIONAL BUSINESS MACHS(IBM)57,13657,359+2237,4907,6750.67%+185
GSK PLC(GSK)014,163+14,16305050.04%+505
HOME DEPOT INC(HD)16,11515,904-2114,7564,9410.43%+185
RAYTHEON TECHNOLOGIES CORP(RTX)140,206142,001+1,79513,73013,9101.21%+180
SIMPSON MFG INC(SSD)06,482+6,48208980.08%+898
SABRA HEALTH CARE REIT INC(SBRA)015,000+15,00001770.02%+177
THOR INDS INC(THO)07,712+7,71207980.07%+798
CISCO SYS INC(CSCO)228,344234,066+5,72211,93712,1111.06%+174
DOW INC(DOW)09,429+9,42905020.04%+502
ALASKA AIR GROUP INC014,489+14,48907710.07%+771
TAIWAN SEMICONDUCTOR MFG LTD(TSM)015,006+15,00601,5140.13%+1,514
DIAGEO PLC(DEO)02,701+2,70104690.04%+469
BANCO SANTANDER S.A.(SAN)040,400+40,40001500.01%+150
NORFOLK SOUTHN CORP(NSC)11,28411,208-762,3922,5420.22%+149
SYNOPSYS INC(SNPS)03,036+3,03601,3220.12%+1,322
UBER TECHNOLOGIES INC(UBER)012,568+12,56805430.05%+543
COSTCO WHSL CORP NEW(COST)03,841+3,84102,0680.18%+2,068
ISHARES TR11,62511,637+122,9083,0430.27%+135
ICON PLC(ICLR)03,812+3,81209540.08%+954
TEXAS INSTRS INC(TXN)11,68612,772+1,0862,1742,2990.20%+126
MONDELEZ INTL INC(MDLZ)017,406+17,40601,2700.11%+1,270
VANGUARD SPECIALIZED FUNDS09,675+9,67501,5720.14%+1,572
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