Cadence-Bank

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MASI",
  "NTR",
  "TROW",
  "RF",
  "QSR",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "ALL",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  "SAN",
  "CCI",
  "COF",
  "CMI",
  "KRP",
  "DUK",
  "PECO",
  "D",
  "PSEC",
  "RC",
  "SIMO",
  "SLI",
  "EOG",
  null,
  "WEST",
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "HPQ",
  "MCD",
  "INTU",
  "FNV",
  "BEN",
  "UNP",
  "QCOM",
  null,
  "HMC",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  null,
  "IVW",
  null,
  "IJH",
  null,
  "SWK",
  "TGB",
  null,
  null,
  null,
  "KMI",
  "LRCX",
  "ICF",
  "IWS",
  null,
  null,
  "MPC",
  "PWR",
  "MA",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "EXC",
  "EVR",
  "FIS",
  "GE",
  "RHI",
  "NVS",
  "ORLY",
  "ICLR",
  null,
  "ALK",
  "AMP",
  "DG",
  "IJR",
  "ANET",
  "KLAC",
  "IWD",
  "ORCL",
  "KHC",
  "PAYX",
  "VGIT",
  null,
  null,
  "IWF",
  null,
  "PANW",
  "PEP",
  "PNC",
  "VGSH",
  "BSM",
  "PGR",
  "IEMG",
  "IJK",
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MGA",
  "NN",
  "AMGN",
  "IEFA",
  "SPGI",
  "NOW",
  "SHW",
  "SLB",
  "ROP",
  "O",
  "RTX",
  "GLD",
  null,
  "AMT",
  "IBM",
  "SYK",
  "SNPS",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TSN",
  "UBER",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "VO",
  "MET",
  "PCH",
  "VWO",
  "LKQ",
  "IWV",
  "PRF",
  "VCIT",
  "TRMK",
  "VIG",
  "RNST",
  "TTE",
  "ULTA",
  "IWO",
  "WY",
  "GNL",
  "IWN",
  "IEF",
  "TSM",
  "GSK",
  "OHI",
  "GPN",
  null,
  "ETR",
  "MGC",
  null,
  "VRSK",
  "MUR",
  "SEIC",
  "RGLD",
  "MUSA",
  "MTN",
  "THO",
  "APH",
  "SDY",
  "FI",
  "DRI",
  "F",
  "AJG",
  "IWP",
  "IWR",
  "AEP",
  "FHI",
  "EE",
  "IPG",
  null,
  "AOS",
  "PEG",
  "AMZN",
  "IVE",
  "SIRI",
  "LUV",
  "SBRA",
  "NTES",
  "HBAN",
  null,
  "VGT",
  "VLO",
  "VFH",
  "VEA",
  "VYMI",
  "MGK",
  null,
  "VOOG",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WSM",
  "WMB",
  null,
  null,
  null,
  null,
  "WPC",
  null,
  "DTE",
  "GNTX",
  "ET",
  "DVY",
  "JBHT",
  "LW",
  "NSC",
  "LUMN",
  "SO",
  "UFPI",
  "SJM",
  "PSX",
  "SSD",
  "CRM",
  "SWKS",
  "SYY",
  "LYV",
  null,
  "MTUM",
  "LYB",
  null,
  "MCK",
  "PSA",
  "FDX",
  "KMB",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BA",
  "BMY",
  "CADE",
  "CNP",
  "CF",
  "CVX",
  "LNG",
  "CINF",
  "CB",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "CL",
  "CAG",
  "COP",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "CRWD",
  "CVS",
  "DHR",
  "DK",
  "DELL",
  "DE",
  null,
  null,
  null,
  "DPZ",
  "IJT",
  "IJJ",
  "EFA",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "PM",
  "MO",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 322
Total Value: 486161053
Accession Number: 0000950123-25-005221
Form Type: 13F-HR
CIK: cadence-bank
Manager Name: Cadence-Bank

Data Enrichment

90% identified

289 identified33 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

322 positions • $486.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 13 of 17

Sort by:

46434V613

Shares:2.3K

Value:$105.4K

% of Portfolio:0.0% ($105.4K/$486.2M)

Kraft Heinz Co

KHC|500754106

Shares:3.5K

Value:$105.4K

% of Portfolio:0.0% ($105.4K/$486.2M)

INTUIT INC.

INTU|461202103

Shares:168

Value:$103.2K

% of Portfolio:0.0% ($103.2K/$486.2M)

UFP INDUSTRIES INC

UFPI|90278Q108

Shares:940

Value:$100.6K

% of Portfolio:0.0% ($100.6K/$486.2M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:345

Value:$97.6K

% of Portfolio:0.0% ($97.6K/$486.2M)

Public Storage

PSA|74460D109

Shares:320

Value:$95.8K

% of Portfolio:0.0% ($95.8K/$486.2M)

25434V500

Shares:1.5K

Value:$92.3K

% of Portfolio:0.0% ($92.3K/$486.2M)

Unum Group

UNM|91529Y106

Shares:1.1K

Value:$91.6K

% of Portfolio:0.0% ($91.6K/$486.2M)

INTEL CORP

INTC|458140100

Shares:4.0K

Value:$90.0K

% of Portfolio:0.0% ($90.0K/$486.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:90

Value:$85.1K

% of Portfolio:0.0% ($85.1K/$486.2M)

COPART INC

CPRT|217204106

Shares:1.4K

Value:$80.8K

% of Portfolio:0.0% ($80.8K/$486.2M)

25434V724

Shares:1.9K

Value:$78.4K

% of Portfolio:0.0% ($78.4K/$486.2M)

464287432

Shares:858

Value:$78.1K

% of Portfolio:0.0% ($78.1K/$486.2M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:631

Value:$69.2K

% of Portfolio:0.0% ($69.2K/$486.2M)

UNILEVER PLC

UL|904767704

Shares:1.1K

Value:$63.6K

% of Portfolio:0.0% ($63.6K/$486.2M)

Mondelez International, Inc.

MDLZ|609207105

Shares:860

Value:$58.4K

% of Portfolio:0.0% ($58.4K/$486.2M)

GENERAL ELECTRIC CO

GE|369604301

Shares:285

Value:$57.0K

% of Portfolio:0.0% ($57.0K/$486.2M)

AT&T INC.

T|00206R102

Shares:1.9K

Value:$54.4K

% of Portfolio:0.0% ($54.4K/$486.2M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:365

Value:$51.9K

% of Portfolio:0.0% ($51.9K/$486.2M)

Simpson Manufacturing Co., Inc.

SSD|829073105

Shares:330

Value:$51.8K

% of Portfolio:0.0% ($51.8K/$486.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46434V613)✕	2.3K	QoQ -4.34% (-104) YoY +0.83% (+19)	All Managers (Combined)	$105.4K	0.0% ($105.4K/$486.2M)	QoQ -2.48% (-$2.7K) YoY +1.92% (+$2.0K)
Kraft Heinz Co(KHCcusip500754106)	3.5K	QoQ -2.28% (-81) YoY -85.92% (-21.1K)	All Managers (Combined)	$105.4K	0.0% ($105.4K/$486.2M)	QoQ -3.17% (-$3.5K) YoY -88.39% (-$802.3K)
INTUIT INC.(INTUcusip461202103)	168	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$103.2K	0.0% ($103.2K/$486.2M)	QoQ -2.30% (-$2.4K) YoY -5.54% (-$6.0K)
UFP INDUSTRIES INC(UFPIcusip90278Q108)	940	QoQ +21.29% (+165) YoY -44.86% (-765)	All Managers (Combined)	$100.6K	0.0% ($100.6K/$486.2M)	QoQ +15.25% (+$13.3K) YoY -52.02% (-$109.1K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	345	QoQ +20.62% (+59) YoY -45.83% (-292)	All Managers (Combined)	$97.6K	0.0% ($97.6K/$486.2M)	QoQ +42.47% (+$29.1K) YoY -25.88% (-$34.1K)
Public Storage(PSAcusip74460D109)	320	QoQ 0.00% (-0) YoY -63.75% (-563)	All Managers (Combined)	$95.8K	0.0% ($95.8K/$486.2M)	QoQ -0.05% (-$48) YoY -62.60% (-$160.3K)
(cusip25434V500)✕	1.5K	QoQ -12.22% (-215) YoY -12.22% (-215)	All Managers (Combined)	$92.3K	0.0% ($92.3K/$486.2M)	QoQ -19.41% (-$22.2K) YoY -15.86% (-$17.4K)
Unum Group(UNMcusip91529Y106)	1.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$91.6K	0.0% ($91.6K/$486.2M)	QoQ +11.54% (+$9.5K) YoY +51.80% (+$31.3K)
INTEL CORP(INTCcusip458140100)	4.0K	QoQ 0.00% (+0) YoY -18.27% (-886)	All Managers (Combined)	$90.0K	0.0% ($90.0K/$486.2M)	QoQ +13.26% (+$10.5K) YoY -57.98% (-$124.2K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	90	QoQ -5.26% (-5) YoY 0.00% (+0)	All Managers (Combined)	$85.1K	0.0% ($85.1K/$486.2M)	QoQ -2.21% (-$1.9K) YoY +29.09% (+$19.2K)
COPART INC(CPRTcusip217204106)	1.4K	QoQ +28.88% (+320) YoY -42.41% (-1.1K)	All Managers (Combined)	$80.8K	0.0% ($80.8K/$486.2M)	QoQ +27.08% (+$17.2K) YoY -43.74% (-$62.8K)
(cusip25434V724)✕	1.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$78.4K	0.0% ($78.4K/$486.2M)	QoQ +0.70% (+$552) YoY +0.75% (+$590)
(cusip464287432)✕	858	QoQ +21.35% (+151) YoY NEW(+858)	All Managers (Combined)	$78.1K	0.0% ($78.1K/$486.2M)	QoQ +26.49% (+$16.4K) YoY NEW(+$78.1K)
EMERSON ELECTRIC CO(EMRcusip291011104)	631	QoQ 0.00% (-0) YoY +5.16% (+31)	All Managers (Combined)	$69.2K	0.0% ($69.2K/$486.2M)	QoQ -11.53% (-$9.0K) YoY +1.66% (+$1.1K)
UNILEVER PLC(ULcusip904767704)	1.1K	QoQ +0.37% (+4) YoY +299.62% (+800)	All Managers (Combined)	$63.6K	0.0% ($63.6K/$486.2M)	QoQ +5.51% (+$3.3K) YoY +374.60% (+$50.2K)
Mondelez International, Inc.(MDLZcusip609207105)	860	QoQ 0.00% (+0) YoY +85.74% (+397)	All Managers (Combined)	$58.4K	0.0% ($58.4K/$486.2M)	QoQ +13.59% (+$7.0K) YoY +80.04% (+$25.9K)
GENERAL ELECTRIC CO(GEcusip369604301)	285	QoQ 0.00% (+0) YoY -28.57% (-114)	All Managers (Combined)	$57.0K	0.0% ($57.0K/$486.2M)	QoQ +20.00% (+$9.5K) YoY -18.55% (-$13.0K)
AT&T INC.(Tcusip00206R102)	1.9K	QoQ 0.00% (+0) YoY -50.07% (-1.9K)	All Managers (Combined)	$54.4K	0.0% ($54.4K/$486.2M)	QoQ +24.20% (+$10.6K) YoY -19.78% (-$13.4K)
KIMBERLY CLARK CORP(KMBcusip494368103)	365	QoQ -95.16% (-7.2K) YoY -95.37% (-7.5K)	All Managers (Combined)	$51.9K	0.0% ($51.9K/$486.2M)	QoQ -94.75% (-$937.3K) YoY -94.91% (-$968.5K)
Simpson Manufacturing Co., Inc.(SSDcusip829073105)	330	QoQ +29.92% (+76) YoY -44.44% (-264)	All Managers (Combined)	$51.8K	0.0% ($51.8K/$486.2M)	QoQ +23.06% (+$9.7K) YoY -57.46% (-$70.0K)