13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001299939
Total reported value
$1.7B
$1.7B
338 檔
25.7%
As reported in its official Q2 2025 Form 13F filing, Cadence Bank's tracked investment portfolio stood at $1.7B with 338 total positions.
During Q2 2025, Cadence Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MUSA, MGC, MSFT) accounted for 25.7% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 338 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 11.11% | +0.02% | — | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-Other | 6.27% | +0.01% | -0.70% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.54% | -0.36% | +1.77% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.16% | +0.05% | +0.84% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.87% | +0.09% | +2.69% | |
| 6 | MUR | Murphy Oil CORP | Stock-Energy | 2.60% | +0.18% | +0.17% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.23% | -0.17% | +1.29% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 1.88% | +0.14% | -5.18% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | +0.57% | +72.68% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.66% | +0.05% | -0.43% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.60% | +0.01% | -2.25% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.51% | — | +0.40% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.47% | — | +4.31% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.45% | -0.13% | -0.38% | |
| 15 | CADE | Cadence Bank | Stock-Other | 1.40% | +0.43% | +0.60% | |
| 16 | AMAT | Applied Materials Inc | Stock-Tech | 1.39% | +0.33% | +2.92% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 1.25% | +0.08% | +2.12% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.25% | +0.05% | +3.86% | |
| 19 | PRU | Prudential Financial Inc | Stock-Financials | 1.24% | +0.02% | +1.38% | |
| 20 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.19% | — | +1.38% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | — | -1.32% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 0.95% | +0.09% | +2.60% | |
| 23 | TFC | Truist Financial CORP | Stock-Financials | 0.88% | +0.09% | +19.62% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.87% | — | +73.69% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.84% | +0.07% | +4.36% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | — | -38.18% | |
| 27 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.77% | -0.08% | +97.92% | |
| 28 | GD | General Dynamics CORP | Stock-Industrials | 0.74% | -0.32% | +3.43% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.70% | +0.10% | +4.58% | |
| 30 | MTN | Vail Resorts Inc | Stock-Consumer Disc | 0.70% | -0.11% | +3.16% | |
| 31 | PM | Philip Morris International | Stock-Consumer Staples | 0.68% | — | +1.86% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.68% | +0.05% | +4.23% | |
| 33 | BEN | Franklin Resources Inc | Stock-Financials | 0.66% | — | +1.78% | |
| 34 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.65% | +0.08% | +1.90% | |
| 35 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.61% | -0.13% | +1.31% | |
| 36 | DELL | Dell Technologies -c | Stock-Tech | 0.59% | -0.08% | +70.12% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.12% | -0.86% | |
| 38 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.58% | — | +896.01% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | — | -0.38% | |
| 40 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.54% | +0.11% | +3.15% | |
| 41 | KNTK | Kinetik Holdings Inc | Stock-Other | 0.53% | -0.10% | — | |
| 42 | NTR | Nutrien LTD | Stock-Materials | 0.52% | — | +4.28% | |
| 43 | FDX | Fedex CORP | Stock-Industrials | 0.51% | +0.09% | +4.53% | |
| 44 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.50% | -0.40% | EXIT | |
| 45 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.49% | — | +13.03% | |
| 46 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 0.49% | — | +49.24% | |
| 47 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.49% | +0.07% | -2.47% | |
| 48 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 0.48% | -0.15% | +75.89% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.08% | +1.94% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.46% | — | +11.82% |
According to official SEC Form 13F filings, Cadence Bank reported a total U.S. public equity portfolio value of $1.7B across 338 disclosed positions in Q2 2025.
During Q2 2025, Cadence Bank's top holdings by market value included MUSA (11.1%)、MGC (6.3%)、MSFT (4.5%). The largest single position, MUSA, represented 11.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 2025, Cadence Bank made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.