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CIK: 0000836372
Total reported value
$1.8B
$1.8B
131 檔
28.6%
As reported in its official Q4 2025 Form 13F filing, Oak Associates LTD /oh/'s tracked investment portfolio stood at $1.8B with 131 total positions.
In Q4 2025, Oak Associates LTD /oh/ adopted a defensive or profit-taking posture, trimming 58 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 8.27% | -0.16% | -5.24% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.29% | -0.38% | -0.43% | |
| 3 | KLAC | Kla CORP | Stock-Tech | 5.98% | +3.93% | -7.49% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.90% | -0.40% | +0.48% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.33% | -0.56% | +4.00% | |
| 6 | CSCO | Cisco Systems Inc | Stock-Tech | 4.27% | +1.20% | +0.27% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.93% | -0.72% | +0.48% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.64% | -0.17% | -1.37% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 3.35% | -0.24% | +7.31% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.05% | -0.08% | -9.00% | |
| 11 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.69% | -0.52% | -5.75% | |
| 12 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 2.49% | +0.45% | +0.64% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 2.46% | -0.40% | +0.38% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.39% | -0.17% | +0.80% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.93% | -0.09% | -44.20% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.84% | -0.10% | — | |
| 17 | QCOM | Qualcomm Inc | Stock-Tech | 1.84% | +0.24% | +0.57% | |
| 18 | SNPS | Synopsys Inc | Stock-Tech | 1.81% | -0.11% | — | |
| 19 | ADBE | Adobe Inc | Stock-Tech | 1.67% | -0.73% | +7.32% | |
| 20 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.53% | -0.38% | +1.01% | |
| 21 | APH | Amphenol Corp-cl A | Stock-Tech | 1.46% | +0.29% | — | |
| 22 | CB | Chubb Limited | Stock-Financials | 1.33% | -0.21% | +1.08% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 1.32% | +1.89% | — | |
| 24 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.30% | -0.25% | +0.73% | |
| 25 | NTAP | Netapp Inc | Stock-Tech | 1.25% | +0.12% | -0.71% | |
| 26 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.13% | — | — | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 1.13% | -0.17% | — | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 1.11% | -0.19% | +1.48% | |
| 29 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.95% | -0.15% | -2.58% | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.93% | -0.39% | — | |
| 31 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.83% | +0.12% | +2.16% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.82% | -0.43% | — | |
| 33 | ACN | Accenture plc | Stock-Tech | 0.81% | -0.67% | EXIT | |
| 34 | ALC | Alcon Inc. | Stock-Healthcare | 0.79% | -0.22% | +1.87% | |
| 35 | CI | THE Cigna Group | Stock-Healthcare | 0.79% | -0.13% | +1.27% | |
| 36 | AKAM | Akamai Technologies Inc | Stock-Tech | 0.72% | -0.16% | — | |
| 37 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.65% | -0.04% | +2.83% | |
| 38 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.64% | -0.20% | +1.88% | |
| 39 | MCK | Mckesson CORP | Stock-Healthcare | 0.63% | -0.19% | -15.82% | |
| 40 | LRCX | Lam Research CORP | Stock-Tech | 0.57% | +0.45% | -3.82% | |
| 41 | STT | State Street CORP | Stock-Financials | 0.55% | +0.05% | +2.76% | |
| 42 | DOX | Amdocs Limited | Stock-Tech | 0.53% | -0.18% | — | |
| 43 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.49% | -0.18% | +0.67% | |
| 44 | AIZ | Assurant Inc | Stock-Financials | 0.48% | +0.01% | — | |
| 45 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.38% | +0.02% | -0.73% | |
| 46 | AEIS | Advanced Energy Industries | Stock-Industrials | 0.31% | -0.01% | -7.19% | |
| 47 | CRUS | Cirrus Logic Inc | Stock-Tech | 0.30% | -0.08% | -4.86% | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.30% | -0.08% | -0.98% | |
| 49 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.26% | -0.02% | -13.99% | |
| 50 | PAYX | Paychex Inc | Stock-Tech | 0.25% | -0.01% | +6.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.4% | -5.24% | Trim |
| 2 | CSCO | Cisco Systems Inc | +0.4% | +0.27% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -9.00% | Trim |
| 4 | AMGN | Amgen Inc | +0.3% | +0.38% | Add |
| 5 | AMD | Advanced Micro Devices | +0.3% | — | Unchanged |
| 6 | V | Visa Inc-class A Shares | +0.3% | +7.31% | Add |
| 7 | AMZN | Amazon.com Inc | +0.2% | -0.43% | Trim |
| 8 | AVGO | Broadcom Inc | +0.2% | +0.48% | Add |
| 9 | KLAC | Kla CORP | +0.2% | -7.49% | Trim |
| 10 | REGN | Regeneron Pharmaceuticals | +0.1% | +0.67% | Add |
| 11 | CB | Chubb Limited | +0.1% | +1.08% | Add |
| 12 | CRM | Salesforce Inc | +0.1% | +1.48% | Add |
| 13 | APH | Amphenol Corp-cl A | +0.1% | — | Unchanged |
| 14 | LRCX | Lam Research CORP | +0.1% | -3.82% | Trim |
| 15 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 16 | ROK | Rockwell Automation Inc | +0.1% | +2.16% | Add |
| 17 | AKAM | Akamai Technologies Inc | +0.1% | — | Unchanged |
| 18 | ADBE | Adobe Inc | +0.1% | +7.32% | Add |
| 19 | NVS | Novartis Ag-sponsored Adr | +0.1% | +0.73% | Add |
| 20 | GILD | Gilead Sciences Inc | +0.1% | +1.88% | Add |
| 21 | STT | State Street CORP | +0.1% | +2.76% | Add |
| 22 | ACN | Accenture plc | +0.1% | — | Unchanged |
| 23 | ISRG | Intuitive Surgical Inc | +0.1% | -0.98% | Trim |
| 24 | BNY | Bank Of New York Mellon CORP | +0.1% | +2.83% | Add |
| 25 | ALC | Alcon Inc. | 0% | +1.87% | Add |
| 26 | AIZ | Assurant Inc | 0% | — | Unchanged |
| 27 | JAZZ | Jazz Pharmaceuticals plc | 0% | -1.60% | Trim |
| 28 | JPM | Jpmorgan Chase & Co | 0% | +0.80% | Add |
| 29 | QCOM | Qualcomm Inc | 0% | +0.57% | Add |
| 30 | AEIS | Advanced Energy Industries | 0% | -7.19% | Trim |
| 31 | PLTR | Palantir Technologies Inc-a | 0% | +47.08% | Add |
| 32 | CAH | Cardinal Health Inc | 0% | -13.99% | Trim |
| 33 | NEM | Newmont CORP | 0% | — | Unchanged |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +81.35% | Add |
| 35 | KLIC | Kulicke & Soffa Industries | 0% | -1.48% | Trim |
| 36 | LLY | Eli Lilly & Co | 0% | -2.01% | Trim |
| 37 | TMO | Thermo Fisher Scientific Inc | 0% | -1.97% | Trim |
| 38 | MRK | Merck & Co. Inc. | 0% | -1.94% | Trim |
| 39 | VRTX | Vertex Pharmaceuticals Inc | 0% | -1.97% | Trim |
| 40 | COHU | Cohu Inc | 0% | -1.81% | Trim |
| 41 | IQV | Iqvia Holdings Inc | 0% | -2.05% | Trim |
| 42 | INCY | Incyte CORP | 0% | -1.99% | Trim |
| 43 | NVO | Novo-nordisk A/s-spons Adr | 0% | +32.01% | Add |
| 44 | JNJ | Johnson & Johnson | 0% | -1.93% | Trim |
| 45 | UTHR | United Therapeutics CORP | 0% | -8.99% | Trim |
| 46 | CTRA | Coterra Energy Inc | 0% | — | Unchanged |
| 47 | MEDP | Medpace Holdings Inc | 0% | -1.97% | Trim |
| 48 | NHC | National Healthcare CORP | 0% | -1.97% | Trim |
| 49 | ✓ | Csg Systems International In | 0% | — | Unchanged |
| 50 | VTRS | Viatris Inc | 0% | — | 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 Q4 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 GOOG, AMZN, KLAC) accounted for 28.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
NFLX
市值: $13.6M
Top Position Liquidated / Trimmed
CHKP
前期市值: $7.0M
During Q4 2025, Oak Associates LTD /oh/'s top holdings by market value included GOOG (8.3%)、AMZN (7.3%)、KLAC (6.0%). The largest single position, GOOG, represented 8.3% of total portfolio value.
In Q4 2025, Oak Associates LTD /oh/ made 92 total portfolio adjustments, initiating 5 new buys, adding to 25 positions, trimming 58 holdings, and fully liquidating 4 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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