Fund HoldingsCadence Bank

Total Portfolio Value
$1.14B
Total Bought
$39.93M
Total Sold
$91.88M
Net Transaction
-$51.95M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
MURPHY USA INC(MUSA)421,577420,677-900131,157143,75812.64%+12,601
MURPHY OIL CORP(MUR)1,650,8441,649,644-1,20063,22774,8116.58%+11,584
HONDA MOTOR LTD(HMC)0109,548+109,54803,6850.32%+3,685
WENDYS CO(WEN)0125,679+125,67902,5650.23%+2,565
INTERNATIONAL BUSINESS MACHS(IBM)57,35972,806+15,4477,67510,2150.90%+2,539
NUTRIEN LTD(NTR)091,207+91,20705,6330.50%+5,633
PUBLIC SVC ENTERPRISE GRP(PEG)030,418+30,41801,7310.15%+1,731
ALPHABET INC(GOOG)74,51081,068+6,5588,91910,6090.93%+1,690
TARGET CORP014,460+14,46001,5990.14%+1,599
QUANTA SVCS INC011,774+11,77402,2030.19%+2,203
PHILIP MORRIS INTL INC(PM)83,732103,230+19,4988,1749,5570.84%+1,383
ABBVIE INC(ABBV)0103,471+103,471015,4231.36%+15,423
AUTOMATIC DATA PROCESSING05,392+5,39201,2970.11%+1,297
VAIL RESORTS INC(MTN)16,66023,736+7,0764,1945,2670.46%+1,072
CADENCE BANK0885,997+885,997018,8011.65%+18,801
EOG RES INC(EOG)082,800+82,800010,4960.92%+10,496
PRUDENTIAL FINL INC(PFH)158,680157,860-82013,99914,9791.32%+981
ELI LILLY & CO(LLY)12,77912,651-1285,9936,7950.60%+802
LIVE NATION ENTERTAINMENT IN(LYV)08,736+8,73607250.06%+725
VANGUARD INDEX FDS11,64013,824+2,1844,7415,4290.48%+688
EXXON MOBIL CORP0199,557+199,557023,4642.06%+23,464
FEDEX CORP(FDX)37,74337,462-2819,3569,9240.87%+568
CHEVRON CORP NEW(CVX)043,827+43,82707,3900.65%+7,390
CISCO SYS INC(CSCO)234,066233,694-37212,11112,5631.10%+453
CONOCOPHILLIPS(COP)038,158+38,15804,5710.40%+4,571
DOMINOS PIZZA INC(DPZ)10,48910,424-653,5353,9490.35%+414
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
07,793+7,79303910.03%+391
ISHARES TR7,0568,056+1,0003,1453,4590.30%+315
MARATHON PETE CORP(MPC)08,223+8,22301,2440.11%+1,244
CHESAPEAKE ENERGY CORP(EXE)115,931115,990+599,70110,0020.88%+301
CHENIERE ENERGY INC(LNG)01,751+1,75102910.03%+291
ONEOK INC NEW(OKE)04,215+4,21502670.02%+267
AMGEN INC(AMGN)5,5165,483-331,2251,4740.13%+249
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
03,266+3,26602480.02%+248
CF INDS HLDGS INC(CF)014,045+14,04501,2040.11%+1,204
ISHARES TR
MSCI USA MIN ETF
03,221+3,22102330.02%+233
VALERO ENERGY CORP(VLO)09,548+9,54801,3530.12%+1,353
DIAMONDBACK ENERGY INC(FANG)01,333+1,33302060.02%+206
NVIDIA CORPORATION(NVDA)26,57226,313-25911,24111,4461.01%+205
CINCINNATI FINL CORP(CINF)02,003+2,00302050.02%+205
ALPHABET INC(GOOG)18,51818,398-1202,2402,4260.21%+186
CONSTELLATION BRANDS INC(STZ)35,78235,693-898,8078,9710.79%+163
HONEYWELL INTL INC(HON)05,796+5,79601,0710.09%+1,071
EATON CORP PLC(ETN)11,94711,874-732,4032,5320.22%+130
INTUIT(INTU)02,547+2,54701,3010.11%+1,301
GENERAL DYNAMICS CORP(GD)031,756+31,75607,0170.62%+7,017
LYONDELLBASELL INDUSTRIES N
SHS - A -
080,579+80,57907,6310.67%+7,631
ISHARES TR07,845+7,84506350.06%+635
COSTCO WHSL CORP NEW(COST)3,8413,866+252,0682,1840.19%+116
ADOBE INC(ADBE)4,9594,983+242,4252,5410.22%+116
CITIZENS FINL GROUP INC(CFG)0135,467+135,46703,6310.32%+3,631
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
19,71522,315+2,6001,0911,1950.11%+104
UFP INDUSTRIES INC(UFPI)19,35419,35401,8781,9820.17%+104
PHILLIPS 66(PSX)02,993+2,99303600.03%+360
DANAHER CORPORATION(DHR)012,109+12,10903,0040.26%+3,004
DELEK US HLDGS INC NEW(DK)020,000+20,00005680.05%+568
UNITEDHEALTH GROUP INC(UNH)02,836+2,83601,4300.13%+1,430
HUMANA INC(HUM)01,826+1,82608880.08%+888
WILLIAMS SONOMA INC(WSM)02,844+2,84404420.04%+442
EVERCORE INC(EVR)05,988+5,98808260.07%+826
SELECT SECTOR SPDR TR
ST STR ENERG ETF
08,402+8,40207590.07%+759
BERKSHIRE HATHAWAY INC DEL9,2119,186-253,1413,2180.28%+77
GENTEX CORP(GNTX)023,242+23,24207560.07%+756
SYNOPSYS INC(SNPS)3,0363,044+81,3221,3970.12%+75
ULTA BEAUTY INC(ULTA)01,662+1,66206640.06%+664
SIMPSON MFG INC(SSD)6,4826,48208989710.09%+73
MASTERCARD INCORPORATED(MA)11,04011,130+904,3424,4070.39%+65
METLIFE INC(MET)010,239+10,23906440.06%+644
ENERGY TRANSFER L P(ET)046,245+46,24506490.06%+649
ISHARES TR019,869+19,86901,8740.16%+1,874
VERISK ANALYTICS INC(VRSK)5,5395,548+91,2521,3110.12%+59
ROPER TECHNOLOGIES INC(ROP)4,1254,214+891,9832,0410.18%+57
GLOBAL PMTS INC(GPN)03,317+3,31703830.03%+383
VANGUARD WORLD FDS
ENERGY ETF
03,700+3,70004690.04%+469
ISHARES TR04,795+4,79508470.07%+847
PAYCHEX INC(PAYX)02,434+2,43402810.02%+281
META PLATFORMS INC(META)4,3944,357-371,2611,3080.12%+47
ENTERPRISE PRODS PARTNERS L(EPD)049,543+49,54301,3560.12%+1,356
SCHLUMBERGER LTD(SLB)07,803+7,80304550.04%+455
ACCENTURE PLC IRELAND
SHS CLASS A
18,98719,225+2385,8595,9040.52%+45
PROGRESSIVE CORP(PGR)06,725+6,72509370.08%+937
BLACK STONE MINERALS L P(BSM)024,896+24,89604290.04%+429
BOOKING HOLDINGS INC(BKNG)11011002973390.03%+42
CATERPILLAR INC(CAT)01,034+1,03402820.02%+282
MCKESSON CORP(MCK)5,4625,459-32,3342,3740.21%+40
NETEASE INC(NTES)09,435+9,43509450.08%+945
SABRA HEALTH CARE REIT INC(SBRA)15,00015,00001772090.02%+33
NOVO-NORDISK A S(NVO)03,182+3,18202890.03%+289
ISHARES TR
FLTG RATE NT ETF
045,691+45,69102,3250.20%+2,325
GALLAGHER ARTHUR J & CO(AJG)01,691+1,69103850.03%+385
EMERSON ELEC CO(EMR)06,483+6,48306260.06%+626
TESLA INC(TSLA)02,013+2,01305040.04%+504
GSK PLC(GSK)14,16314,682+5195055320.05%+27
KKR & CO INC(KKR)04,583+4,58302820.02%+282
VANGUARD BD INDEX FDS088,786+88,78606,1950.54%+6,195
HUNT J B TRANS SVCS INC(JBHT)02,681+2,68105050.04%+505
UNITED THERAPEUTICS CORP DEL(UTHR)03,980+3,98008990.08%+899
KIMBELL RTY PARTNERS LP(KRP)15,62515,62502302500.02%+20
GOLDMAN SACHS GROUP INC(GS)01,794+1,79405810.05%+581
IRON MTN INC DEL(IRM)5,3185,31803023160.03%+14
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