Cadence Bank Top Holdings and 13F Report (2025) About Cadence BankInvestment ActivityCadence Bank has $1.48 billion in total holdings as of December 31, 2024.Cadence Bank owns shares of 329 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 5.81% of the portfolio was purchased this quarter.About 4.25% of the portfolio was sold this quarter.This quarter, Cadence Bank has purchased 330 new stocks and bought additional shares in 78 stocks.Cadence Bank sold shares of 178 stocks and completely divested from 17 stocks this quarter.Largest Holdings Murphy USA $208,063,180Vanguard Mega Cap ETF $90,345,836Broadcom $57,072,284Microsoft $56,987,247Apple $51,757,800 Largest New Holdings this Quarter SIRIUSXM HOLDINGS INC $8,891,178 HoldingConagra Brands $7,413,579 HoldingDell Technologies $4,945,408 HoldingARISTA NETWORKS INC $3,664,842 HoldingLamb Weston $2,502,448 Holding Largest Purchases this Quarter Walmart 128,893 shares (about $11.65M)SIRIUSXM HOLDINGS INC 389,964 shares (about $8.89M)Conagra Brands 267,156 shares (about $7.41M)Dell Technologies 42,914 shares (about $4.95M)United Parcel Service 36,595 shares (about $4.61M) Largest Sales this Quarter Gilead Sciences 114,867 shares (about $10.61M)EOG Resources 34,971 shares (about $4.29M)QUALCOMM 25,349 shares (about $3.89M)Citizens Financial Group 69,339 shares (about $3.03M)Cadence Bank 87,250 shares (about $3.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCadence Bank Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMUSAMurphy USA$208,063,180$22,579 ▼0.0%414,67514.1%Retail/WholesaleMGCVanguard Mega Cap ETF$90,345,836$735,378 ▲0.8%424,8376.1%ETFAVGOBroadcom$57,072,284$2,324,196 ▼-3.9%246,1713.9%Computer and TechnologyMSFTMicrosoft$56,987,247$2,775,178 ▲5.1%135,2003.9%Computer and TechnologyAAPLApple$51,757,800$186,814 ▼-0.4%206,6833.5%Computer and TechnologyMURMurphy Oil$50,177,948$296,548 ▲0.6%1,658,2273.4%Oils/EnergyNVDANVIDIA$29,067,972$1,100,510 ▼-3.6%216,4562.0%Computer and TechnologyWMTWalmart$28,077,363$11,645,527 ▲70.9%310,7611.9%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$23,809,582$262,565 ▼-1.1%40,6251.6%FinancePGProcter & Gamble$23,411,819$432,034 ▼-1.8%139,6471.6%Consumer StaplesCADECadence Bank$23,000,989$3,005,762 ▼-11.6%667,6631.6%FinanceXOMExxon Mobil$22,730,831$791,608 ▼-3.4%211,3121.5%Oils/EnergyACWXiShares MSCI ACWI ex U.S. ETF$21,814,198$1,021,867 ▲4.9%418,2171.5%ManufacturingPRUPrudential Financial$20,144,054$375,622 ▲1.9%169,9491.4%FinanceVOVanguard Mid-Cap ETF$19,204,363$1,075,273 ▲5.9%72,7081.3%ETFABBVAbbVie$17,999,232$214,662 ▲1.2%101,2901.2%MedicalVBVanguard Small-Cap ETF$17,986,158$1,256,664 ▲7.5%74,8551.2%ETFAMATApplied Materials$17,901,009$260,696 ▲1.5%110,0721.2%Computer and TechnologyRTXRTX$17,155,257$68,506 ▼-0.4%148,2481.2%AerospaceGOOGLAlphabet$16,576,004$225,837 ▲1.4%87,5641.1%Computer and TechnologyKMIKinder Morgan$16,012,743$159,085 ▼-1.0%584,4061.1%Oils/EnergyJPMJPMorgan Chase & Co.$13,390,419$146,705 ▼-1.1%55,8600.9%FinancePMPhilip Morris International$12,675,261$72,812 ▲0.6%105,3200.9%Consumer StaplesMTNVail Resorts$12,149,008$1,593,325 ▲15.1%64,8120.8%Consumer DiscretionaryCSCOCisco Systems$11,598,996$99,160 ▼-0.8%195,9290.8%Computer and TechnologyTFCTruist Financial$11,206,398$3,173,117 ▲39.5%258,3310.8%FinanceBNDVanguard Total Bond Market ETF$11,134,903$1,815,152 ▲19.5%154,8450.8%ETFIBMInternational Business Machines$10,512,709$80,458 ▼-0.8%47,8220.7%Computer and TechnologyMCDMcDonald's$10,190,879$4,047,478 ▲65.9%35,1540.7%Retail/WholesalePEPPepsiCo$9,857,289$92,452 ▲0.9%64,8250.7%Consumer StaplesBMYBristol-Myers Squibb$9,590,199$126,751 ▼-1.3%169,5580.6%MedicalGDGeneral Dynamics$9,476,417$28,193 ▼-0.3%35,9650.6%AerospaceUPSUnited Parcel Service$9,307,314$4,614,629 ▲98.3%73,8090.6%TransportationFDXFedEx$9,081,050$129,130 ▲1.4%32,2790.6%TransportationLLYEli Lilly and Company$9,039,348$78,744 ▼-0.9%11,7090.6%MedicalAMZNAmazon.com$8,902,626$131,853 ▼-1.5%40,5790.6%Retail/WholesaleSIRIUSXM HOLDINGS INC$8,891,178$8,891,178 ▲New Holding389,9640.6%COMMON STOCKBENFranklin Resources$8,286,212$147,326 ▲1.8%408,3890.6%FinanceJEPIJPMorgan Equity Premium Income ETF$8,250,780$2,637,003 ▲47.0%143,4170.6%ETFSTZConstellation Brands$8,183,630$141,882 ▲1.8%37,0300.6%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$7,947,970$484,560 ▲6.5%166,2060.5%ETFCAGConagra Brands$7,413,579$7,413,579 ▲New Holding267,1560.5%Consumer StaplesLOWLowe's Companies$7,152,770$160,914 ▼-2.2%28,9820.5%Retail/WholesalePFEPfizer$6,868,112$1,878,642 ▼-21.5%258,8810.5%MedicalVOOVanguard S&P 500 ETF$6,729,830$449,913 ▼-6.3%12,4900.5%ETFSLBSchlumberger$6,626,033$1,007,268 ▲17.9%172,8230.4%Oils/EnergyEOGEOG Resources$6,554,474$4,286,744 ▼-39.5%53,4710.4%Oils/EnergyCMCSAComcast$6,204,459$101,819 ▲1.7%165,3200.4%Consumer DiscretionaryQCOMQUALCOMM$6,150,329$3,894,113 ▼-38.8%40,0360.4%Computer and TechnologyLYBLyondellBasell Industries$6,118,584$40,551 ▼-0.7%82,3830.4%Basic MaterialsMAMastercard$6,048,259$83,733 ▼-1.4%11,4850.4%Business ServicesTTETotalEnergies$5,966,169$114,177 ▲2.0%109,4710.4%Oils/EnergyMDTMedtronic$5,930,211$15,816 ▼-0.3%74,2390.4%MedicalFLOTiShares Floating Rate Bond ETF$5,925,586$1,658,586 ▲38.9%116,4620.4%ETFHDHome Depot$5,910,114$188,666 ▼-3.1%15,1930.4%Retail/WholesaleVVisa$5,842,630$145,694 ▲2.6%18,4870.4%Business ServicesCVXChevron$5,787,896$333,717 ▼-5.5%39,9600.4%Oils/EnergyNKENIKE$5,707,635$1,524,447 ▲36.4%75,4280.4%Consumer DiscretionaryKMBKimberly-Clark$5,614,145$15,987 ▲0.3%42,8430.4%Consumer StaplesEFAiShares MSCI EAFE ETF$5,474,919$79,390 ▼-1.4%72,4100.4%FinanceNTRNutrien$5,415,242$1,371,901 ▲33.9%121,0110.4%Basic MaterialsIWFiShares Russell 1000 Growth ETF$5,166,728$52,607 ▼-1.0%12,8660.4%ETFFIFiserv$5,162,614$1,849 ▼0.0%25,1320.3%Business ServicesSYYSysco$5,097,358$82,883 ▲1.7%66,6670.3%Consumer StaplesFHIFederated Hermes$5,058,913$30,010 ▲0.6%123,0580.3%FinanceSWKStanley Black & Decker$5,050,962$96,268 ▲1.9%62,9090.3%Industrial ProductsAMPAmeriprise Financial$5,028,268$190,610 ▼-3.7%9,4440.3%FinanceMRKMerck & Co., Inc.$5,013,791$185,033 ▼-3.6%50,4000.3%MedicalHPQHP$5,009,455$77,105 ▲1.6%153,5230.3%Computer and TechnologyDELLDell Technologies$4,945,408$4,945,408 ▲New Holding42,9140.3%Computer and TechnologyDOMINOS PIZZA INC$4,806,670$105,779 ▲2.3%11,4510.3%COMQSRRestaurant Brands International$4,785,710$68,569 ▲1.5%73,4230.3%Retail/WholesaleJNJJohnson & Johnson$4,482,785$126,976 ▼-2.8%30,9970.3%MedicalRDIVInvesco S&P Ultra Dividend Revenue ETF$4,431,038$67,550 ▼-1.5%91,8350.3%ETFABTAbbott Laboratories$4,376,904$140,369 ▼-3.1%38,6960.3%MedicalKOCoca-Cola$4,259,375$159,387 ▼-3.6%68,4120.3%Consumer StaplesACNAccenture$4,144,437$124,534 ▼-2.9%11,7810.3%Computer and TechnologyBRK.BBerkshire Hathaway$3,972,545$85,670 ▼-2.1%8,7640.3%FinanceUNPUnion Pacific$3,960,142$72,745 ▼-1.8%17,3660.3%TransportationBACBank of America$3,883,993$72,649 ▼-1.8%88,3730.3%FinanceARISTA NETWORKS INC$3,664,842$3,664,842 ▲New Holding33,1570.2%COM SHSTMOThermo Fisher Scientific$3,608,835$47,861 ▼-1.3%6,9370.2%MedicalETNEaton$3,507,202$57,745 ▼-1.6%10,5680.2%Industrial ProductsCOPConocoPhillips$3,381,101$109,583 ▼-3.1%34,0940.2%Oils/EnergyCOFCapital One Financial$3,333,692$13,374 ▼-0.4%18,6950.2%FinanceCOSTCostco Wholesale$3,312,341$32,986 ▼-1.0%3,6150.2%Retail/WholesalePWRQuanta Services$3,298,297$37,610 ▼-1.1%10,4360.2%ConstructionVTIVanguard Total Stock Market ETF$3,235,148$1,147,357 ▼-26.2%11,1630.2%ETFGOOGAlphabet$3,175,396$64,559 ▼-2.0%16,6740.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$3,134,566$68,790 ▼-2.1%50,3060.2%ETFHMCHonda Motor$3,124,853$210,984 ▼-6.3%109,4520.2%Auto/Tires/TrucksIVEiShares S&P 500 Value ETF$2,973,718$382 ▼0.0%15,5790.2%ETFIVWiShares S&P 500 Growth ETF$2,900,407$4,569 ▼-0.2%28,5670.2%ETFMCKMcKesson$2,700,803$132,219 ▼-4.7%4,7390.2%MedicalNSCNorfolk Southern$2,674,875$33,093 ▼-1.2%11,3970.2%TransportationMETAMeta Platforms$2,671,067$7,028 ▲0.3%4,5610.2%Computer and TechnologyDHRDanaher$2,610,212$95,722 ▼-3.5%11,3710.2%MedicalLWLamb Weston$2,502,448$2,502,448 ▲New Holding37,4450.2%Consumer StaplesPCHPotlatchDeltic$2,501,0490.0%63,7210.2%ConstructionQQQInvesco QQQ$2,371,595$100,201 ▲4.4%4,6390.2%FinanceShowing largest 100 holdings. 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