Oak Asset Management, LLC - Portfolio overview

Oak Asset Management, LLC has 113 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 11.11%
2. AMGN - AMGEN INC, 7.01%
3. NVDA - NVIDIA CORPORATION, 5.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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