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CIK: 0001307125
Total reported value
$190.3M
$190.3M
73 檔
34.9%
During the Q4 2024 filing period, Blue Oak Capital, LLC (CIK: 0001307125) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $190.3M across 73 reported positions.
During Q4 2024, Blue Oak Capital, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
According to official SEC Form 13F filings, Blue Oak Capital, LLC reported a total U.S. public equity portfolio value of $190.3M across 73 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including JCPB, DFSB, BBUS) accounted for 34.9% of total reported equity market value during Q4 2024.
During Q4 2024, Blue Oak Capital, LLC's top holdings by market value included JCPB (10.7%)、DFSB (9.1%)、BBUS (7.9%). The largest single position, JCPB, represented 10.7% of total portfolio value.
In Q4 2024, Blue Oak Capital, LLC 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.
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