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Home > Institutional Investor > Oak Associates Ltd > Profile

Instuitional Investor - Oak Associates Ltd

Fund Profile
Filing Period:
Fund Name: Oak Associates Ltd
Portfolio Value $1,322,370,333
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 651,927 $99,053,788 7.49%
2.
Alphabet Inc.
 GOOG 690,665 $97,335,418 7.36%
3.
Kla Corp
 KLAC 145,975 $84,855,490 6.41%
4.
Meta Platforms Inc.
 META 175,480 $62,112,901 4.69%
5.
Cisco Systems Inc.
 CSCO 1,172,762 $59,247,927 4.48%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)