Cadence Bank
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Cadence Bank reported 321 stock positions worth $1.4 billion. Its top holding was Murphy USA (MUSA) at 13.9% of the portfolio, followed by Vngrd Mrngstr MG Cap ETF-Usd (MGC, 6.1%) and Microsoft (MSFT, 3.7%). Compared with Q4 2024, it opened 9 new positions, sold out of 16, added to 135 and reduced 120. The biggest buy was Abbvie (ABBV, shares +1%) and the biggest sale Broadcom (AVGO, shares −8%).
- Most Recent 13F
- Q4 2025
- Location
- Tupelo, MS
- CIK
- 0001299939
- Portfolio Value
- $1.4B (Q1 2025)
- SEC Filing
- 0000950123-25-005221 ↗ filed May 14, 2025
Holdings Value
Holdings 321 stocks · $1.4B
| MUSA Murphy USA Inc. | 13.92% | 414,675 | $194.8M | No change |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 6.14% | 426,441 | $85.9M | Add +0.4% |
| MSFT Microsoft Corp. | 3.66% | 136,295 | $51.2M | Add +0.8% |
| MUR Murphy Oil Corp. | 3.56% | 1,754,353 | $49.8M | Add +5.8% |
| AAPL Apple Inc. | 3.28% | 206,616 | $45.9M | Reduce -0.0% |
| AVGO Broadcom Inc. | 2.72% | 227,383 | $38.1M | Reduce -7.6% |
| WMT Walmart Inc. | 1.93% | 307,974 | $27.0M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 1.80% | 212,146 | $25.2M | Add +0.4% |
| PG The Procter & Gamble Co. | 1.69% | 138,569 | $23.6M | Reduce -0.8% |
| ACWX iShares MSCI Acwi Ex US ETF | 1.65% | 416,334 | $23.1M | Reduce -0.5% |
| NVDA Nvidia Corp. | 1.64% | 211,496 | $22.9M | Reduce -2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.61% | 40,169 | $22.5M | Reduce -1.1% |
| ABBV Abbvie Inc. | 1.53% | 102,353 | $21.4M | Add +1.1% |
| CADE Cadence Bank | 1.44% | 662,026 | $20.1M | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.41% | 76,238 | $19.7M | Add +4.9% |
| PRU Prudential Financial Inc. | 1.38% | 172,424 | $19.3M | Add +1.5% |
| KMI Kinder Morgan Inc. | 1.24% | 606,255 | $17.3M | Add +3.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.22% | 76,876 | $17.0M | Add +2.7% |
| RTX RTX Corp. | 1.21% | 127,335 | $16.9M | Reduce -14.1% |
| AMAT Applied Materials Inc. | 1.16% | 111,981 | $16.3M | Add +1.7% |
| GOOGL Alphabet Inc. Class A | 0.97% | 88,099 | $13.6M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 0.95% | 54,410 | $13.3M | Reduce -2.6% |
| CSCO Cisco Systems Inc. | 0.89% | 202,252 | $12.5M | Add +3.2% |
| BND Vanguard Total Bond Market | 0.87% | 166,127 | $12.2M | Add +7.3% |
| MCD McDonald's Corp. | 0.78% | 34,817 | $10.9M | Reduce -1.0% |
| TFC Truist Financial Corp. | 0.77% | 260,183 | $10.7M | Add +0.7% |
| BMY Bristol-Myers Squibb Co. | 0.75% | 173,116 | $10.6M | Add +2.1% |
| MTN Vail Resorts Inc. | 0.75% | 65,222 | $10.4M | Add +0.6% |
| GD General Dynamics Corp. | 0.72% | 37,102 | $10.1M | Add +3.2% |
| JEPI JPMorgan Equity Premium Inco | 0.70% | 171,251 | $9.8M | Add +19.4% |
| LLY Eli Lilly & Co. | 0.68% | 11,441 | $9.4M | Reduce -2.3% |
| TTE Totalenergies SE -Spon ADR | 0.67% | 118,733 | $9.4M | Add +8.5% |
| SIRI Sirius XM Holdings Inc. | 0.64% | 398,039 | $9.0M | Add +2.1% |
| PM Philip Morris International | 0.63% | 55,924 | $8.9M | Reduce -46.9% |
| VEA Vanguard Ftse Developed ETF | 0.63% | 173,147 | $8.8M | Add +4.2% |
| PEP Pepsico Inc. | 0.62% | 57,532 | $8.6M | Reduce -11.3% |
| UPS United Parcel Service Class B | 0.59% | 75,071 | $8.3M | Add +1.7% |
| BEN Franklin Templeton Inc. | 0.57% | 413,944 | $8.0M | Add +1.4% |
| FDX FedEx Corp. | 0.56% | 32,370 | $7.9M | Add +0.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.54% | 181,074 | $7.6M | Add +4.8% |
| AMZN Amazon.com Inc. | 0.53% | 39,326 | $7.5M | Reduce -3.1% |
| CAG Conagra Brands Inc. | 0.52% | 273,191 | $7.3M | Add +2.3% |
| EOG EOG Resources Inc. | 0.50% | 54,723 | $7.0M | Add +2.3% |
| LOW Lowe's Cos Inc. | 0.49% | 29,292 | $6.8M | Add +1.1% |
| STZ Constellation Brands Inc. Class A | 0.49% | 37,212 | $6.8M | Add +0.5% |
| CVX Chevron Corp. | 0.48% | 40,122 | $6.7M | Add +0.4% |
| MDT Medtronic PLC | 0.48% | 74,111 | $6.7M | Reduce -0.2% |
| FLOT iShares Floating Rate Bond E | 0.47% | 129,988 | $6.6M | Add +11.6% |
| PFE Pfizer Inc. | 0.47% | 259,171 | $6.6M | Add +0.1% |
| V Visa Inc. Class A | 0.46% | 18,496 | $6.5M | Add +0.1% |
| NTR Nutrien Ltd. | 0.46% | 129,465 | $6.4M | Add +7.0% |
| MA Mastercard Inc. Class A | 0.46% | 11,684 | $6.4M | Add +1.7% |
| VOO Vanguard S&P 500 ETF | 0.45% | 12,244 | $6.3M | Reduce -2.0% |
| QCOM Qualcomm Inc. | 0.45% | 40,667 | $6.2M | Add +1.6% |
| CMCSA Comcast Corp. Class A | 0.45% | 169,199 | $6.2M | Add +2.4% |
| LYB Lyondellbasell Indu Class A | 0.42% | 82,740 | $5.8M | Add +0.4% |
| EFA iShares MSCI Eafe ETF | 0.41% | 70,504 | $5.8M | Reduce -2.6% |
| HD Home Depot Inc. | 0.40% | 15,169 | $5.6M | Reduce -0.2% |
| DPZ Domino's Pizza Inc. | 0.40% | 12,038 | $5.5M | Add +5.1% |
| FISV Fiserv Inc. | 0.38% | 24,375 | $5.4M | Reduce -3.0% |
| NKE Nike Inc. Class B | 0.38% | 83,002 | $5.3M | Add +10.0% |
| FHI Federated Hermes Inc. | 0.36% | 125,237 | $5.1M | Add +1.8% |
| ABT Abbott Laboratories | 0.36% | 38,286 | $5.1M | Reduce -1.1% |
| SYY Sysco Corp. | 0.36% | 66,904 | $5.0M | Add +0.4% |
| QSR Restaurant Brands Intern | 0.36% | 74,781 | $5.0M | Add +1.9% |
| JNJ Johnson & Johnson | 0.36% | 29,988 | $5.0M | Reduce -3.3% |
| KO The Coca-Cola Co. | 0.35% | 68,260 | $4.9M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 8,809 | $4.7M | Add +0.5% |
| AMP Ameriprise Financial Inc. | 0.32% | 9,285 | $4.5M | Reduce -1.7% |
| IWF iShares Russell 1000 Growth | 0.32% | 12,385 | $4.5M | Reduce -3.7% |
| RDIV Invesco S&P Ultra Dividend | 0.31% | 88,835 | $4.3M | Reduce -3.3% |
| HPQ HP Inc. | 0.31% | 156,320 | $4.3M | Add +1.8% |
| LW Lamb Weston Holdings Inc. | 0.30% | 79,881 | $4.3M | Add +113.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 16,925 | $4.2M | Reduce -64.6% |
| UNP Union Pacific Corp. | 0.29% | 17,117 | $4.0M | Reduce -1.4% |
| DELL Dell Technologies -C | 0.28% | 43,129 | $3.9M | Add +0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 89,046 | $3.7M | Add +0.8% |
| ACN Accenture PLC Class A | 0.26% | 11,699 | $3.7M | Reduce -0.7% |
| MRK Merck & Co. Inc. | 0.25% | 39,055 | $3.5M | Reduce -22.5% |
| COF Capital One Financial Corp. | 0.24% | 18,712 | $3.4M | Add +0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 6,732 | $3.3M | Reduce -3.0% |
| COST Costco Wholesale Corp. | 0.24% | 3,529 | $3.3M | Reduce -2.4% |
| MCK McKesson Corp. | 0.23% | 4,705 | $3.2M | Reduce -0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 11,263 | $3.1M | Add +0.9% |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.22% | 111,466 | $3.0M | Add +1.8% |
| IVE iShares S&P 500 Value ETF | 0.21% | 15,616 | $3.0M | Add +0.2% |
| PCH Potlatchdeltic Corp. | 0.21% | 63,721 | $2.9M | No change |
| ETN Eaton Corp. PLC | 0.20% | 10,308 | $2.8M | Reduce -2.5% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.20% | 53,672 | $2.8M | Add +53.9% |
| NSC Norfolk Southern Corp. | 0.19% | 11,350 | $2.7M | Reduce -0.4% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 28,405 | $2.6M | Reduce -0.6% |
| ROP Roper Technologies Inc. | 0.19% | 4,464 | $2.6M | Add +0.5% |
| PWR Quanta Services Inc. | 0.19% | 10,344 | $2.6M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 0.19% | 4,544 | $2.6M | Reduce -0.4% |
| IJH iShares Core S&P Midcap ETF | 0.18% | 44,242 | $2.6M | Reduce -12.1% |
| ANET Arista Networks Inc. | 0.18% | 33,168 | $2.6M | Add +0.0% |
| SWK Stanley Black & Decker Inc. | 0.18% | 32,932 | $2.5M | Reduce -47.6% |
| GOOG Alphabet Inc. Class C | 0.18% | 16,025 | $2.5M | Reduce -3.9% |
| DHR Danaher Corp. | 0.17% | 11,726 | $2.4M | Add +3.1% |
| ALL Allstate Corp. | 0.17% | 11,377 | $2.4M | Reduce -3.0% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $726K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 588 | $726K | No change |
Total filed on the 13F, all lines: $1.4B.
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -7.6% | 2.72% | −1.15 |
| IBM Intl Business Machines Corp. | Reduce -64.6% | 0.30% | −0.41 |
| KMB Kimberly-Clark Corp. | Reduce -91.7% | 0.04% | −0.34 |
| NVDA Nvidia Corp. | Reduce -2.3% | 1.64% | −0.33 |
| AAPL Apple Inc. | Reduce -0.0% | 3.28% | −0.23 |
| PM Philip Morris International | Reduce -46.9% | 0.63% | −0.22 |
| SWK Stanley Black & Decker Inc. | Reduce -47.6% | 0.18% | −0.16 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.14 |
| CADE Cadence Bank | Reduce -0.8% | 1.44% | −0.12 |
| MRK Merck & Co. Inc. | Reduce -22.5% | 0.25% | −0.09 |
| COP Conocophillips | Reduce -37.4% | 0.16% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -3.1% | 0.53% | −0.07 |
| PEP Pepsico Inc. | Reduce -11.3% | 0.62% | −0.05 |
| ETN Eaton Corp. PLC | Reduce -2.5% | 0.20% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -3.9% | 0.18% | −0.04 |
| PWR Quanta Services Inc. | Reduce -0.9% | 0.19% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.03 |
| SFNC Simmons First Natl Corp. Class A | Sold out | 0.00% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -3.7% | 0.32% | −0.03 |
| VICI Vici Properties Inc. | Sold out | 0.00% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -12.1% | 0.18% | −0.03 |
| IDV iShares International Select | Sold out | 0.00% | −0.03 |
| VOOV Vanguard S&P 500 Value ETF | Sold out | 0.00% | −0.03 |
| THRM Gentherm Inc. | Sold out | 0.00% | −0.02 |
| BIIB Biogen Inc. | Sold out | 0.00% | −0.02 |
| TGT Target Corp. | Reduce -0.4% | 0.10% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -11.9% | 0.12% | −0.02 |
| ACN Accenture PLC Class A | Reduce -0.7% | 0.26% | −0.02 |
| AMP Ameriprise Financial Inc. | Reduce -1.7% | 0.32% | −0.02 |
| PII Polaris Inc. | Sold out | 0.00% | −0.02 |
| NFRA NT GLBL BRD Infra ETF | Sold out | 0.00% | −0.02 |
| IEF iShares 7-10 Year Treasury B | Reduce -28.8% | 0.06% | −0.02 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.02 |
| CFG Citizens Financial Group | Sold out | 0.00% | −0.02 |
| FRT Federal Realty Invs Trust | Sold out | 0.00% | −0.02 |
| ADBE Adobe Inc. | Reduce -1.3% | 0.13% | −0.01 |
| SMLF iShares US Smallcap Equity F | Sold out | 0.00% | −0.01 |
| KBR KBR Inc. | Sold out | 0.00% | −0.01 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.01 |
| WSM Williams-Sonoma Inc. | Reduce -10.9% | 0.06% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -16.2% | 0.12% | −0.01 |
| DON Wisdomtree US Midcap Dividen | Reduce -12.1% | 0.10% | −0.01 |
| CMI Cummins Inc. | Reduce -0.8% | 0.15% | −0.01 |
| UL Unilever PLC | Reduce -24.9% | 0.05% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.6% | 0.19% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 1.61% | −0.01 |
| AXP American Express Co. | Reduce -1.4% | 0.13% | −0.01 |
| DGRS Wisdomtree U.S. Smallcap Qua | Reduce -28.9% | 0.02% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -7.2% | 0.06% | −0.01 |
| IWO iShares Russell 2000 Growth | Reduce -4.4% | 0.06% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| ABBV Abbvie Inc. | Add +1.1% | 1.53% | +0.31 |
| TTE Totalenergies SE -Spon ADR | Add +8.5% | 0.67% | +0.27 |
| XOM Exxon Mobil Corp. | Add +0.4% | 1.80% | +0.26 |
| MUR Murphy Oil Corp. | Add +5.8% | 3.56% | +0.16 |
| KMI Kinder Morgan Inc. | Add +3.7% | 1.24% | +0.15 |
| JEPI JPMorgan Equity Premium Inco | Add +19.4% | 0.70% | +0.14 |
| LW Lamb Weston Holdings Inc. | Add +113.3% | 0.30% | +0.13 |
| BND Vanguard Total Bond Market | Add +7.3% | 0.87% | +0.12 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.9% | 1.41% | +0.11 |
| CSCO Cisco Systems Inc. | Add +3.2% | 0.89% | +0.11 |
| BMY Bristol-Myers Squibb Co. | Add +2.1% | 0.75% | +0.10 |
| NTR Nutrien Ltd. | Add +7.0% | 0.46% | +0.09 |
| SLB SLB Ltd. | Add +4.8% | 0.54% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Add +4.2% | 0.63% | +0.09 |
| CVX Chevron Corp. | Add +0.4% | 0.48% | +0.09 |
| CRM Salesforce Inc. | New | 0.08% | +0.08 |
| GD General Dynamics Corp. | Add +3.2% | 0.72% | +0.08 |
| GS Goldman Sachs Group Inc. | Add +148.8% | 0.13% | +0.08 |
| CEG Constellation Energy | Add +411.5% | 0.10% | +0.08 |
| FLOT iShares Floating Rate Bond E | Add +11.6% | 0.47% | +0.07 |
| DPZ Domino's Pizza Inc. | Add +5.1% | 0.40% | +0.07 |
| V Visa Inc. Class A | Add +0.1% | 0.46% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 0.34% | +0.07 |
| JEPQ JPM Nasdaq Equity Premium | Add +53.9% | 0.20% | +0.07 |
| EOG EOG Resources Inc. | Add +2.3% | 0.50% | +0.06 |
| MBB iShares MBS ETF | New | 0.05% | +0.05 |
| MA Mastercard Inc. Class A | Add +1.7% | 0.46% | +0.05 |
| SIRI Sirius XM Holdings Inc. | Add +2.1% | 0.64% | +0.04 |
| VCIT Vanguard Int-Term Corporate | Add +20.1% | 0.17% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.04% | +0.04 |
| ORLY O'reilly Automotive Inc. | Add +0.6% | 0.15% | +0.03 |
| PGR Progressive Corp. | Add +4.8% | 0.14% | +0.03 |
| QSR Restaurant Brands Intern | Add +1.9% | 0.36% | +0.03 |
| ROP Roper Technologies Inc. | Add +0.5% | 0.19% | +0.03 |
| QCOM Qualcomm Inc. | Add +1.6% | 0.45% | +0.03 |
| JHMU JH Dynamic Muni Bond ETF | New | 0.03% | +0.03 |
| CMCSA Comcast Corp. Class A | Add +2.4% | 0.45% | +0.03 |
| AMGN Amgen Inc. | Add +0.6% | 0.12% | +0.02 |
| VZ Verizon Communications Inc. | Add +0.3% | 0.13% | +0.02 |
| EPD Enterprise Products Partners | Add +3.1% | 0.14% | +0.02 |
| FHI Federated Hermes Inc. | Add +1.8% | 0.36% | +0.02 |
| SO The Southern Co. | Add +7.1% | 0.10% | +0.02 |
| AMLP Alerian MLP ETF | New | 0.02% | +0.02 |
| CAG Conagra Brands Inc. | Add +2.3% | 0.52% | +0.02 |
| TSN Tyson Foods Inc. Class A | Add +6.8% | 0.09% | +0.02 |
| CB Chubb Ltd. | New | 0.02% | +0.02 |
| LKQ LKQ Corp. | Add +26.7% | 0.04% | +0.02 |
| GILD Gilead Sciences Inc. | Add +1.7% | 0.07% | +0.02 |
| TLT iShares 20+ Year Treasury BD | Add +88.5% | 0.03% | +0.02 |
| VRSK Verisk Analytics Inc. | Add +0.8% | 0.12% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 331 | $1.7B | MUSA, MGC, AVGO, MSFT, AAPL |
| Q3 2025 | 336 | $1.6B | MUSA, MGC, AVGO, MSFT, AAPL |
| Q2 2025 | 337 | $1.5B | MUSA, MGC, MSFT, AVGO, AAPL |
| Q1 2025 | 321 | $1.4B | MUSA, MGC, MSFT, MUR, AAPL |
| Q4 2024 | 328 | $1.5B | MUSA, MGC, AVGO, MSFT, AAPL |
| Q3 2024 | 329 | $1.5B | MUSA, MGC, MUR, MSFT, AAPL |
| Q2 2024 | 293 | $1.3B | MUSA, MGC, MUR, MSFT, AAPL |
| Q1 2024 | 338 | $1.4B | MUSA, MGC, MUR, MSFT, AVGO |