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Home > Institutional Investor > Oak Family Advisors, Llc > Profile

Instuitional Investor - Oak Family Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Oak Family Advisors, Llc
Portfolio Value $317,242,304
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf TrustPUT
 SPY 34,100 $21,068,685 6.64%
2.
Invesco Qqq Trust Series I - ETFPUTPUT
 30,000 $16,549,200 5.22%
3.
Taiwan Semiconductor Mfg Co Ltd
 TSM 71,323 $16,153,946 5.09%
4.
Boeing Co
 BA 57,790 $12,108,739 3.82%
5.
Astrazeneca Plc
 AZN 168,514 $11,775,758 3.71%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)