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Home > Institutional Investor > Silver Oak Securities, Inc > Profile

Instuitional Investor - Silver Oak Securities, Inc

Fund Profile
Filing Period:
Fund Name: Silver Oak Securities, Inc
Portfolio Value $1,367,723,281
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Internet Gold Golden Lines Ltd
 IGLD 412,728 $38,284,632 2.8%
2.
Capital Group Core Equity Et
 939,142 $36,081,826 2.64%
3.
Victory Portfolios Ii
 467,262 $33,376,097 2.44%
4.
Apple Inc.
 AAPL 112,457 $28,540,400 2.09%
5.
Capital Group Dividend Value
 646,719 $27,511,420 2.01%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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