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CIK: 0000836372
Total reported value
$1.8B
$1.8B
125 檔
20.5%
In Q1 2025, Oak Associates LTD /oh/'s U.S. equity holdings reached a combined market value of $1.8B, distributed across 125 disclosed stock positions.
In Q1 2025, Oak Associates LTD /oh/ displayed an active expansion posture, initiating 125 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.43% | -0.38% | +3.43% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.83% | -0.16% | -11.18% | |
| 3 | KLAC | Kla CORP | Stock-Tech | 4.52% | +3.93% | -0.03% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.50% | -0.72% | -23.21% | |
| 5 | CSCO | Cisco Systems Inc | Stock-Tech | 4.25% | +1.20% | -8.07% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.99% | -0.56% | +1.93% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 3.89% | -0.24% | +0.53% | |
| 8 | QCOM | Qualcomm Inc | Stock-Tech | 3.56% | +0.24% | -2.27% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 2.95% | -0.09% | — | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 2.89% | -0.40% | -0.04% | |
| 11 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.85% | -0.52% | -0.11% | |
| 12 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 2.68% | +0.45% | +0.06% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.68% | -0.17% | — | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.51% | -0.17% | -6.90% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 2.32% | -0.40% | +4.05% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.20% | -0.08% | -12.65% | |
| 17 | SNPS | Synopsys Inc | Stock-Tech | 2.06% | -0.11% | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.88% | -0.10% | — | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.81% | -0.38% | -0.37% | |
| 20 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.63% | — | — | |
| 21 | CB | Chubb Limited | Stock-Financials | 1.55% | -0.21% | -0.07% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.35% | -0.17% | — | |
| 23 | NTAP | Netapp Inc | Stock-Tech | 1.29% | +0.12% | — | |
| 24 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.27% | -0.25% | +0.24% | |
| 25 | ACN | Accenture plc | Stock-Tech | 1.17% | -0.67% | EXIT | |
| 26 | CI | THE Cigna Group | Stock-Healthcare | 1.15% | -0.13% | +0.28% | |
| 27 | ALC | Alcon Inc. | Stock-Healthcare | 1.15% | -0.22% | -0.04% | |
| 28 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.11% | -0.15% | +0.79% | |
| 29 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.01% | — | — | |
| 30 | AKAM | Akamai Technologies Inc | Stock-Tech | 0.92% | -0.16% | — | |
| 31 | MCK | Mckesson CORP | Stock-Healthcare | 0.92% | -0.19% | -3.63% | |
| 32 | APH | Amphenol Corp-cl A | Stock-Tech | 0.92% | +0.29% | — | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 0.79% | +1.89% | — | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 0.77% | — | +1.74% | |
| 35 | DOX | Amdocs Limited | Stock-Tech | 0.75% | -0.18% | — | |
| 36 | GPN | Global Payments Inc | Stock-Industrials | 0.75% | — | — | |
| 37 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.73% | — | — | |
| 38 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.73% | — | -4.79% | |
| 39 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.69% | -0.20% | -0.05% | |
| 40 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.61% | -0.04% | -7.57% | |
| 41 | AIZ | Assurant Inc | Stock-Financials | 0.52% | +0.01% | — | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.50% | -0.39% | — | |
| 43 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.48% | +0.02% | -3.55% | |
| 44 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.47% | -0.18% | — | |
| 45 | MCHP | Microchip Technology Inc | Stock-Tech | 0.45% | — | — | |
| 46 | STT | State Street CORP | Stock-Financials | 0.45% | +0.05% | -0.30% | |
| 47 | PAYX | Paychex Inc | Stock-Tech | 0.41% | -0.01% | — | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.35% | -0.08% | -14.68% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.35% | -0.19% | +0.01% | |
| 50 | CRUS | Cirrus Logic Inc | Stock-Tech | 0.33% | -0.08% | -0.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 2 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 3 | KLAC | Kla CORP | — | NEW | New buy |
| 4 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 5 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 8 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 9 | ORCL | Oracle CORP | — | NEW | New buy |
| 10 | AMGN | Amgen Inc | — | NEW | New buy |
| 11 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 12 | NXPI | NXP Semiconductors N.V. | — | NEW | New buy |
| 13 | NVDA | Nvidia CORP | — | NEW | New buy |
| 14 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 15 | AVGO | Broadcom Inc | — | NEW | New buy |
| 16 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 17 | SNPS | Synopsys Inc | — | NEW | New buy |
| 18 | AAPL | Apple Inc | — | NEW | New buy |
| 19 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 20 | EBAY | Ebay Inc | — | NEW | New buy |
| 21 | CB | Chubb Limited | — | NEW | New buy |
| 22 | MA | Mastercard Inc - A | — | NEW | New buy |
| 23 | NTAP | Netapp Inc | — | NEW | New buy |
| 24 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 25 | ACN | Accenture plc | — | NEW | New buy |
| 26 | CI | THE Cigna Group | — | NEW | New buy |
| 27 | ALC | Alcon Inc. | — | NEW | New buy |
| 28 | LH | Labcorp Holdings Inc | — | NEW | New buy |
| 29 | CHKP | Check Point Software Technologies Ltd. | — | NEW | New buy |
| 30 | AKAM | Akamai Technologies Inc | — | NEW | New buy |
| 31 | MCK | Mckesson CORP | — | NEW | New buy |
| 32 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 33 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 34 | PFE | Pfizer Inc | — | NEW | New buy |
| 35 | DOX | Amdocs Limited | — | NEW | New buy |
| 36 | GPN | Global Payments Inc | — | NEW | New buy |
| 37 | ZBH | Zimmer Biomet Holdings Inc | — | NEW | New buy |
| 38 | CTSH | Cognizant Tech Solutions-a | — | NEW | New buy |
| 39 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 40 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 41 | AIZ | Assurant Inc | — | NEW | New buy |
| 42 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 43 | AIT | Applied Industrial Tech Inc | — | NEW | New buy |
| 44 | REGN | Regeneron Pharmaceuticals | — | NEW | New buy |
| 45 | MCHP | Microchip Technology Inc | — | NEW | New buy |
| 46 | STT | State Street CORP | — | NEW | New buy |
| 47 | PAYX | Paychex Inc | — | NEW | New buy |
| 48 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 49 | CRM | Salesforce Inc | — | NEW | New buy |
| 50 | CRUS | Cirrus Logic Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Oak Associates LTD /oh/ reported a total U.S. public equity portfolio value of $1.8B across 125 disclosed positions in Q1 2025.
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 terms of portfolio concentration, the top 5 core holdings (including AMZN, GOOG, KLAC) accounted for 20.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
AMZN
市值: $112.4M
During Q1 2025, Oak Associates LTD /oh/'s top holdings by market value included AMZN (8.4%)、GOOG (5.8%)、KLAC (4.5%). The largest single position, AMZN, represented 8.4% of total portfolio value.
In Q1 2025, Oak Associates LTD /oh/ made 125 total portfolio adjustments, initiating 125 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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