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CIK: 0000836372
Total reported value
$1.8B
$1.8B
131 檔
24.1%
As reported in its official Q2 2025 Form 13F filing, Oak Associates LTD /oh/'s tracked investment portfolio stood at $1.8B with 131 total positions.
In Q2 2025, Oak Associates LTD /oh/ displayed an active expansion posture, initiating 15 new positions and adding to 39 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.63% | -0.38% | -9.86% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.43% | -0.16% | -5.83% | |
| 3 | KLAC | Kla CORP | Stock-Tech | 5.27% | +3.93% | +1.70% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.08% | -0.72% | +1.23% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.68% | -0.56% | +1.65% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 4.27% | -0.40% | +28.14% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 4.23% | -0.09% | +5.29% | |
| 8 | CSCO | Cisco Systems Inc | Stock-Tech | 4.21% | +1.20% | +1.24% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 3.48% | -0.24% | +1.40% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 3.40% | -0.17% | -0.01% | |
| 11 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.90% | -0.52% | +0.23% | |
| 12 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 2.73% | +0.45% | +1.45% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.38% | -0.08% | +8.81% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.38% | -0.17% | -7.83% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 2.30% | -0.40% | +1.95% | |
| 16 | SNPS | Synopsys Inc | Stock-Tech | 2.15% | -0.11% | — | |
| 17 | QCOM | Qualcomm Inc | Stock-Tech | 1.89% | +0.24% | -41.31% | |
| 18 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.56% | — | — | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.55% | -0.38% | +3.14% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.51% | -0.10% | — | |
| 21 | NTAP | Netapp Inc | Stock-Tech | 1.36% | +0.12% | — | |
| 22 | CB | Chubb Limited | Stock-Financials | 1.36% | -0.21% | +4.57% | |
| 23 | APH | Amphenol Corp-cl A | Stock-Tech | 1.33% | +0.29% | +10.73% | |
| 24 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.25% | -0.25% | +3.60% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 1.21% | -0.17% | -0.00% | |
| 26 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.14% | -0.15% | +4.39% | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 1.07% | -0.73% | — | |
| 28 | CI | THE Cigna Group | Stock-Healthcare | 1.05% | -0.13% | +4.68% | |
| 29 | ACN | Accenture plc | Stock-Tech | 0.98% | -0.67% | EXIT | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.97% | -0.39% | +114.21% | |
| 31 | ALC | Alcon Inc. | Stock-Healthcare | 0.96% | -0.22% | +3.82% | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.95% | +1.89% | — | |
| 33 | MCK | Mckesson CORP | Stock-Healthcare | 0.85% | -0.19% | -3.29% | |
| 34 | AKAM | Akamai Technologies Inc | Stock-Tech | 0.71% | -0.16% | -10.48% | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 0.68% | — | +4.67% | |
| 36 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.67% | — | +3.20% | |
| 37 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.65% | -0.20% | +9.11% | |
| 38 | DOX | Amdocs Limited | Stock-Tech | 0.65% | -0.18% | — | |
| 39 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.54% | -0.04% | -6.67% | |
| 40 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.54% | — | +4.31% | |
| 41 | STT | State Street CORP | Stock-Financials | 0.51% | +0.05% | +9.86% | |
| 42 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.49% | — | -42.37% | |
| 43 | ZS | Zscaler Inc | Stock-Tech | 0.43% | -0.01% | +20.96% | |
| 44 | AIZ | Assurant Inc | Stock-Financials | 0.42% | +0.01% | — | |
| 45 | GPN | Global Payments Inc | Stock-Industrials | 0.41% | — | -23.07% | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.41% | -0.19% | +32.72% | |
| 47 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.37% | +0.02% | -13.49% | |
| 48 | LRCX | Lam Research CORP | Stock-Tech | 0.37% | +0.45% | +133.94% | |
| 49 | PAYX | Paychex Inc | Stock-Tech | 0.33% | -0.01% | — | |
| 50 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.31% | -0.08% | -6.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2% | +28.14% | Add |
| 2 | ORCL | Oracle CORP | +1.3% | +5.29% | Add |
| 3 | ADBE | Adobe Inc | +1.1% | NEW | New buy |
| 4 | KLAC | Kla CORP | +0.8% | +1.70% | Add |
| 5 | NVDA | Nvidia CORP | +0.7% | -0.01% | Trim |
| 6 | MSFT | Microsoft CORP | +0.7% | +1.65% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.6% | +1.23% | Add |
| 8 | LMT | Lockheed Martin CORP | +0.5% | +114.21% | Add |
| 9 | APH | Amphenol Corp-cl A | +0.4% | +10.73% | Add |
| 10 | LRCX | Lam Research CORP | +0.2% | +133.94% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +8.81% | Add |
| 12 | ZS | Zscaler Inc | +0.2% | +20.96% | Add |
| 13 | AMD | Advanced Micro Devices | +0.2% | — | Unchanged |
| 14 | SNPS | Synopsys Inc | +0.1% | — | Unchanged |
| 15 | NTAP | Netapp Inc | +0.1% | — | Unchanged |
| 16 | APP | Applovin Corp-class A | +0.1% | NEW | New buy |
| 17 | STT | State Street CORP | +0.1% | +9.86% | Add |
| 18 | CRM | Salesforce Inc | +0.1% | +32.72% | Add |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | — | Unchanged |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 21 | USB | US Bancorp | +0.1% | NEW | New buy |
| 22 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 23 | SCHW | Schwab (charles) CORP | +0.1% | +0.23% | Add |
| 24 | NXPI | NXP Semiconductors N.V. | +0.1% | +1.45% | Add |
| 25 | FLUT | Flutter Entertainment plc | +0.1% | +13.99% | Add |
| 26 | IEF | Ishares 7-10 Year Treasury B | +0.1% | NEW | New buy |
| 27 | AX | Axos Financial Inc | 0% | NEW | New buy |
| 28 | LH | Labcorp Holdings Inc | 0% | +4.39% | Add |
| 29 | AEIS | Advanced Energy Industries | 0% | -4.13% | Trim |
| 30 | SIMO | Silicon Motion Technol-adr | 0% | -3.20% | Trim |
| 31 | COHU | Cohu Inc | 0% | +14.79% | Add |
| 32 | AMBA | Ambarella, Inc. | 0% | NEW | New buy |
| 33 | INTA | Intapp Inc | 0% | NEW | New buy |
| 34 | MELI | Mercadolibre Inc | 0% | — | Unchanged |
| 35 | NEM | Newmont CORP | 0% | NEW | New buy |
| 36 | CW | Curtiss-wright CORP | 0% | — | Unchanged |
| 37 | CAH | Cardinal Health Inc | 0% | -1.01% | Trim |
| 38 | EXEL | Exelixis Inc | 0% | — | Unchanged |
| 39 | VEEV | Veeva Systems Inc-class A | 0% | — | Unchanged |
| 40 | NTRS | Northern Trust CORP | 0% | +0.06% | Add |
| 41 | DIOD | Diodes Inc | 0% | +0.34% | Add |
| 42 | COST | Costco Wholesale CORP | 0% | NEW | New buy |
| 43 | CAT | Caterpillar Inc | 0% | NEW | New buy |
| 44 | XOM | Exxon Mobil CORP | 0% | NEW | New buy |
| 45 | WMT | Walmart Inc | 0% | NEW | New buy |
| 46 | PG | Procter & Gamble Co/the | 0% | NEW | New buy |
| 47 | RSG | Republic Services Inc | 0% | +31.21% | Add |
| 48 | TSEM | Tower Semiconductor Ltd. | 0% | +1.76% | Add |
| 49 | BWXT | Bwx Technologies Inc | 0% | — | Unchanged |
| 50 | ENSG | Ensign Group Inc/the | — | — | Unchanged |
According to official SEC Form 13F filings, Oak Associates LTD /oh/ reported a total U.S. public equity portfolio value of $1.8B across 131 disclosed positions in Q2 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 24.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
ADBE
市值: $16.3M
Top Position Liquidated / Trimmed
MCHP
前期市值: $6.0M
During Q2 2025, Oak Associates LTD /oh/'s top holdings by market value included AMZN (7.6%)、GOOG (5.4%)、KLAC (5.3%). The largest single position, AMZN, represented 7.6% of total portfolio value.
In Q2 2025, Oak Associates LTD /oh/ made 91 total portfolio adjustments, initiating 15 new buys, adding to 39 positions, trimming 28 holdings, and fully liquidating 9 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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