Cadence Bank Top Holdings and 13F Report (2025)

About Cadence Bank

Investment Activity

Cadence Bank has $1.40 billion in total holdings as of March 31, 2025.
Cadence Bank owns shares of 324 different stocks, but just 68 companies or ETFs make up 80% of its holdings.
Approximately 1.91% of the portfolio was purchased this quarter.
About 5.31% of the portfolio was sold this quarter.
This quarter, Cadence Bank has purchased 331 new stocks and bought additional shares in 134 stocks.
Cadence Bank sold shares of 123 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Murphy USA: $194,818,461
Vanguard Mega Cap ETF: $85,876,687
Microsoft: $51,164,359
Murphy Oil: $49,823,624
Apple: $45,895,755

Largest New Holdings this Quarter

79466L302 - Salesforce: $1,173,297 Holding
464288588 - iShares MBS ETF: $735,609 Holding
22788C105 - CrowdStrike: $514,414 Holding
47804J743 - JOHN HANCOCK EXCHANGE TRADED: $396,627 Holding
00162Q452 - Alerian MLP ETF: $269,620 Holding

Largest Purchases this Quarter

Murphy Oil: 96,126 shares (about $2.73M)
Lamb Weston: 42,436 shares (about $2.26M)
JPMorgan Equity Premium Income ETF: 27,834 shares (about $1.59M)
Salesforce: 4,372 shares (about $1.17M)
The Goldman Sachs Group: 2,042 shares (about $1.12M)

Largest Sales this Quarter

TotalEnergies: 100,952 shares (about $26.70M)
Philip Morris International: 49,396 shares (about $7.84M)
International Business Machines: 30,897 shares (about $7.68M)
Kimberly-Clark: 39,277 shares (about $5.59M)
Broadcom: 18,788 shares (about $3.15M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MUSA Murphy USA	$194,818,461		0.0%	414,675	13.9%	Retail/Wholesale
MGC Vanguard Mega Cap ETF	$85,876,687	$323,014 ▲	0.4%	426,441	6.1%	ETF
MSFT Microsoft	$51,164,359	$411,057 ▲	0.8%	136,295	3.7%	Computer and Technology
MUR Murphy Oil	$49,823,624	$2,729,978 ▲	5.8%	1,754,353	3.6%	Energy
AAPL Apple	$45,895,755	$14,883 ▼	0.0%	206,616	3.3%	Computer and Technology
AVGO Broadcom	$38,070,865	$3,145,686 ▼	-7.6%	227,383	2.7%	Computer and Technology
WMT Walmart	$27,037,065	$244,671 ▼	-0.9%	307,974	1.9%	Retail/Wholesale
XOM Exxon Mobil	$25,230,523	$99,188 ▲	0.4%	212,146	1.8%	Energy
PG Procter & Gamble	$23,614,928	$183,713 ▼	-0.8%	138,569	1.7%	Consumer Staples
ACWX iShares MSCI ACWI ex U.S. ETF	$23,085,719	$104,412 ▼	-0.5%	416,334	1.6%	Manufacturing
NVDA NVIDIA	$22,922,013	$537,567 ▼	-2.3%	211,496	1.6%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$22,470,215	$255,083 ▼	-1.1%	40,169	1.6%	Finance
ABBV AbbVie	$21,445,000	$222,720 ▲	1.0%	102,353	1.5%	Medical
CADE Cadence Bank	$20,099,108	$171,139 ▼	-0.8%	662,026	1.4%	Finance
VO Vanguard Mid-Cap ETF	$19,716,852	$912,937 ▲	4.9%	76,238	1.4%	ETF
PRU Prudential Financial	$19,256,312	$276,408 ▲	1.5%	172,424	1.4%	Finance
KMI Kinder Morgan	$17,296,459	$623,352 ▲	3.7%	606,255	1.2%	Energy
VB Vanguard Small-Cap ETF	$17,047,252	$448,157 ▲	2.7%	76,876	1.2%	ETF
RTX RTX	$16,866,793	$2,770,136 ▼	-14.1%	127,335	1.2%	Aerospace
AMAT Applied Materials	$16,250,682	$277,034 ▲	1.7%	111,981	1.2%	Computer and Technology
GOOGL Alphabet	$13,623,747	$82,733 ▲	0.6%	88,099	1.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$13,347,186	$355,696 ▼	-2.6%	54,410	1.0%	Finance
CSCO Cisco Systems	$12,480,970	$390,192 ▲	3.2%	202,252	0.9%	Computer and Technology
BND Vanguard Total Bond Market ETF	$12,202,027	$828,663 ▲	7.3%	166,127	0.9%	ETF
MCD McDonald's	$10,875,786	$105,269 ▼	-1.0%	34,817	0.8%	Retail/Wholesale
TFC Truist Financial	$10,706,529	$76,210 ▲	0.7%	260,183	0.8%	Finance
BMY Bristol-Myers Squibb	$10,558,344	$217,002 ▲	2.1%	173,116	0.8%	Medical
MTN Vail Resorts	$10,436,824	$65,608 ▲	0.6%	65,222	0.7%	Consumer Discretionary
GD General Dynamics	$10,113,262	$309,923 ▲	3.2%	37,102	0.7%	Aerospace
JEPI JPMorgan Equity Premium Income ETF	$9,785,282	$1,590,435 ▲	19.4%	171,251	0.7%	ETF
LLY Eli Lilly and Company	$9,449,236	$221,344 ▼	-2.3%	11,441	0.7%	Medical
SIRIUSXM HOLDINGS INC	$8,973,789	$182,051 ▲	2.1%	398,039	0.6%	COMMON STOCK
PM Philip Morris International	$8,876,816	$7,840,627 ▼	-46.9%	55,924	0.6%	Consumer Staples
VEA Vanguard FTSE Developed Markets ETF	$8,801,061	$352,811 ▲	4.2%	173,147	0.6%	ETF
PEP PepsiCo	$8,626,347	$1,093,512 ▼	-11.3%	57,532	0.6%	Consumer Staples
UPS United Parcel Service	$8,257,059	$138,807 ▲	1.7%	75,071	0.6%	Transportation
BEN Franklin Resources	$7,968,421	$106,934 ▲	1.4%	413,944	0.6%	Finance
FDX FedEx	$7,891,157	$22,184 ▲	0.3%	32,370	0.6%	Transportation
SLB Schlumberger	$7,568,893	$344,892 ▲	4.8%	181,074	0.5%	Energy
AMZN Amazon.com	$7,482,164	$238,396 ▼	-3.1%	39,326	0.5%	Retail/Wholesale
CAG Conagra Brands	$7,286,003	$160,953 ▲	2.3%	273,191	0.5%	Consumer Staples
TTE TotalEnergies	$7,129,743	$48,065 ▲	0.7%	110,214	0.5%	Energy
EOG EOG Resources	$7,017,676	$160,556 ▲	2.3%	54,723	0.5%	Energy
LOW Lowe's Companies	$6,832,001	$72,304 ▲	1.1%	29,292	0.5%	Retail/Wholesale
STZ Constellation Brands	$6,829,145	$33,401 ▲	0.5%	37,212	0.5%	Consumer Staples
CVX Chevron	$6,712,168	$27,102 ▲	0.4%	40,122	0.5%	Energy
MDT Medtronic	$6,659,614	$11,502 ▼	-0.2%	74,111	0.5%	Medical
FLOT iShares Floating Rate Bond ETF	$6,635,887	$690,502 ▲	11.6%	129,988	0.5%	ETF
PFE Pfizer	$6,567,392	$7,349 ▲	0.1%	259,171	0.5%	Medical
V Visa	$6,482,107	$3,154 ▲	0.0%	18,496	0.5%	Business Services
NTR Nutrien	$6,430,526	$419,910 ▲	7.0%	129,465	0.5%	Basic Materials
MA Mastercard	$6,404,946	$109,088 ▲	1.7%	11,684	0.5%	Business Services
VOO Vanguard S&P 500 ETF	$6,292,442	$126,424 ▼	-2.0%	12,244	0.4%	ETF
QCOM QUALCOMM	$6,246,857	$96,928 ▲	1.6%	40,667	0.4%	Computer and Technology
CMCSA Comcast	$6,243,443	$143,135 ▲	2.3%	169,199	0.4%	Consumer Discretionary
LYB LyondellBasell Industries	$5,824,895	$25,133 ▲	0.4%	82,740	0.4%	Basic Materials
EFA iShares MSCI EAFE ETF	$5,762,291	$155,777 ▼	-2.6%	70,504	0.4%	Finance
HD Home Depot	$5,559,639	$8,796 ▼	-0.2%	15,169	0.4%	Retail/Wholesale
DOMINOS PIZZA INC	$5,530,858	$269,697 ▲	5.1%	12,038	0.4%	COM
FI Fiserv	$5,382,730	$167,168 ▼	-3.0%	24,375	0.4%	Business Services
NKE NIKE	$5,268,966	$480,797 ▲	10.0%	83,002	0.4%	Consumer Discretionary
FHI Federated Hermes	$5,105,912	$88,838 ▲	1.8%	125,237	0.4%	Finance
ABT Abbott Laboratories	$5,078,636	$54,386 ▼	-1.1%	38,286	0.4%	Medical
SYY Sysco	$5,020,475	$17,784 ▲	0.4%	66,904	0.4%	Consumer Staples
QSR Restaurant Brands International	$4,983,405	$90,497 ▲	1.8%	74,781	0.4%	Retail/Wholesale
JNJ Johnson & Johnson	$4,973,209	$167,333 ▼	-3.3%	29,988	0.4%	Medical
KO Coca-Cola	$4,888,831	$10,886 ▼	-0.2%	68,260	0.3%	Consumer Staples
BRK.B Berkshire Hathaway	$4,691,496	$23,966 ▲	0.5%	8,809	0.3%	Finance
AMP Ameriprise Financial	$4,494,961	$76,973 ▼	-1.7%	9,285	0.3%	Finance
IWF iShares Russell 1000 Growth ETF	$4,472,099	$173,684 ▼	-3.7%	12,385	0.3%	ETF
RDIV Invesco S&P Ultra Dividend Revenue ETF	$4,336,924	$146,460 ▼	-3.3%	88,835	0.3%	ETF
HPQ HP	$4,328,500	$77,449 ▲	1.8%	156,320	0.3%	Computer and Technology
LW Lamb Weston	$4,257,656	$2,261,838 ▲	113.3%	79,881	0.3%	Consumer Staples
IBM International Business Machines	$4,208,569	$7,682,845 ▼	-64.6%	16,925	0.3%	Computer and Technology
UNP Union Pacific	$4,043,915	$58,827 ▼	-1.4%	17,117	0.3%	Transportation
DELL Dell Technologies	$3,931,208	$19,597 ▲	0.5%	43,129	0.3%	Computer and Technology
BAC Bank of America	$3,715,889	$28,084 ▲	0.8%	89,046	0.3%	Finance
ACN Accenture	$3,650,555	$25,587 ▼	-0.7%	11,699	0.3%	Computer and Technology
MRK Merck & Co., Inc.	$3,505,576	$1,018,327 ▼	-22.5%	39,055	0.3%	Medical
COF Capital One Financial	$3,355,060	$3,048 ▲	0.1%	18,712	0.2%	Finance
TMO Thermo Fisher Scientific	$3,349,843	$102,008 ▼	-3.0%	6,732	0.2%	Medical
COST Costco Wholesale	$3,337,691	$81,338 ▼	-2.4%	3,529	0.2%	Retail/Wholesale
MCK McKesson	$3,166,417	$22,882 ▼	-0.7%	4,705	0.2%	Medical
VTI Vanguard Total Stock Market ETF	$3,095,522	$27,484 ▲	0.9%	11,263	0.2%	ETF
HMC Honda Motor	$3,024,071	$54,640 ▲	1.8%	111,466	0.2%	Auto/Tires/Trucks
IVE iShares S&P 500 Value ETF	$2,976,096	$7,051 ▲	0.2%	15,616	0.2%	ETF
PCH PotlatchDeltic	$2,875,090		0.0%	63,721	0.2%	Construction
ETN Eaton	$2,802,022	$70,676 ▼	-2.5%	10,308	0.2%	Industrials
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$2,779,136	$972,946 ▲	53.9%	53,672	0.2%	ETF
NSC Norfolk Southern	$2,688,247	$11,132 ▼	-0.4%	11,350	0.2%	Transportation
IVW iShares S&P 500 Growth ETF	$2,636,835	$15,038 ▼	-0.6%	28,405	0.2%	ETF
ROP Roper Technologies	$2,631,884	$12,971 ▲	0.5%	4,464	0.2%	Computer and Technology
PWR Quanta Services	$2,629,237	$23,385 ▼	-0.9%	10,344	0.2%	Construction
META Meta Platforms	$2,619,462	$9,800 ▼	-0.4%	4,544	0.2%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$2,581,520	$353,834 ▼	-12.1%	44,242	0.2%	ETF
ARISTA NETWORKS INC	$2,569,856	$852 ▲	0.0%	33,168	0.2%	COM SHS
SWK Stanley Black & Decker	$2,531,812	$2,304,632 ▼	-47.7%	32,932	0.2%	Industrials
GOOG Alphabet	$2,503,585	$101,393 ▼	-3.9%	16,025	0.2%	Computer and Technology
DHR Danaher	$2,403,830	$72,775 ▲	3.1%	11,726	0.2%	Medical
ALL Allstate	$2,355,834	$72,060 ▼	-3.0%	11,377	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Cadence Bank Top Holdings and 13F Report (2025)

About Cadence Bank

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Cadence Bank Top Holdings and 13F Report (2025)

About Cadence Bank

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCadence Bank

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools