Fund Holdings

Oak Asset Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
APPLE INC(AAPL)127,661125,189-2,47232,399,10336,224,58311.65%+3,825,480
QUALCOMM INC(QCOM)59,59558,797-7987,674,67310,865,0643.49%+3,190,391
INTEL CORP(INTC)47,94234,327-13,6152,115,6804,793,0791.54%+2,677,399
NVIDIA CORPORATION(NVDA)93,61891,697-1,92116,326,97918,347,6535.90%+2,020,674
CISCO SYS INC(CSCO)41,20441,154-503,197,0184,833,9491.55%+1,636,931
CATERPILLAR INC(CAT)4,3874,332-553,108,0144,613,1471.48%+1,505,133
FEDEX FGHT HLDG CO INC09,914+9,91401,497,0140.48%+1,497,014
CVS HEALTH CORP(CVS)48,69047,622-1,0683,496,9344,926,4961.58%+1,429,562
ABBVIE INC(ABBV)35,06935,099+307,627,1578,832,3122.84%+1,205,155
ALPHABET INC(GOOG)14,50014,50004,169,6205,181,8651.67%+1,012,245
ALPHABET INC(GOOG)13,40013,161-2393,843,9244,650,1761.50%+806,252
MICROCHIP TECHNOLOGY INC.(MCHP)29,74229,74201,921,6312,712,4700.87%+790,839
MORGAN STANLEY(MS)18,17317,873-3002,990,7313,736,1721.20%+745,441
VISA INC(V)15,47515,337-1384,677,1645,261,9711.69%+584,807
JPMORGAN CHASE & CO(JPM)17,98617,921-655,290,6155,865,9171.89%+575,302
MICROSOFT CORP(MSFT)15,70917,130+1,4215,815,0936,389,9262.05%+574,833
GENUINE PARTS CO(GPC)12,60215,921+3,3191,332,6621,878,3600.60%+545,698
AMGEN INC(AMGN)58,05257,752-30020,425,51420,913,0986.72%+487,584
UNITEDHEALTH GROUP INC(UNH)3,7633,580-1831,018,2301,487,9550.48%+469,725
ORACLE CORP(ORCL)39,28442,264+2,9805,779,0696,193,7891.99%+414,720
SPDR SERIES TRUST02,425+2,4250369,0370.12%+369,037
PRICE T ROWE GROUP INC(TROW)15,76315,738-251,420,8771,789,2530.58%+368,376
ISHARES TR01,120+1,1200282,4980.09%+282,498
ISHARES TR45,96246,162+2003,225,6133,498,6181.12%+273,005
VANGUARD WORLD FD02,240+2,2400267,7250.09%+267,725
AUTOMATIC DATA PROCESSING IN7,0057,505+5001,423,2761,680,7450.54%+257,469
APPLIED MATLS INC6676670227,974482,2410.16%+254,267
ASML HLDG NV0125+1250248,6800.08%+248,680
FORTUNE BRANDS INNOVATIONS I(FBIN)04,488+4,4880246,3910.08%+246,391
GOLDMAN SACHS GROUP INC(GS)1,4701,47001,243,6051,486,7140.48%+243,109
HOME DEPOT INC(HD)9,7329,723-93,200,7573,429,1081.10%+228,351
RBC BEARINGS INC(RBC)0349+3490224,7770.07%+224,777
INVESCO EXCHANGE TRADED FD T01,450+1,4500220,0090.07%+220,009
FASTENAL CO(FAST)180,306178,723-1,5838,366,1988,584,0662.76%+217,868
BROADCOM INC(AVGO)0575+5750217,2060.07%+217,206
EXPEDITORS INTL WASH INC(EXPD)14,75214,284-4682,112,9292,328,0060.75%+215,077
ALTRIA GROUP INC(MO)02,935+2,9350211,1730.07%+211,173
AMAZON COM INC(AMZN)12,09411,365-7292,518,8172,708,7340.87%+189,917
PNC FINL SVCS GROUP INC(PNC)4,1064,1060854,4181,010,9790.33%+156,561
INTERNATIONAL BUSINESS MACHS(IBM)4,0644,041-23984,9581,136,2390.37%+151,281
JOHNSON & JOHNSON(JNJ)25,56625,201-3656,249,3536,400,2982.06%+150,945
TARGET CORP(TGT)23,32322,729-5942,826,7172,968,5690.95%+141,852
NORFOLK SOUTHN CORP(NSC)10,73510,220-5153,080,9453,215,1101.03%+134,165
TOLL BROTHERS INC(TOL)4,6004,6000627,762757,8500.24%+130,088
TAIWAN SEMICONDUCTOR MANUFAC(TSM)8508500287,258405,9350.13%+118,677
ISHARES TR10,41510,490+75703,325808,8840.26%+105,559
CUMMINS INC(CMI)5965960320,660425,0730.14%+104,413
JABIL INC(JBL)8418410223,395324,1890.10%+100,794
BANK OF AMER CORP11,31911,286-33551,801643,0760.21%+91,275
STARBUCKS CORP(SBUX)8,9188,693-225798,964888,3380.29%+89,374
VANGUARD INDEX FDS1,4671,728+261287,825376,5830.12%+88,758
AFLAC INC(AFL)12,98212,892-901,424,2551,511,5870.49%+87,332
ISHARES TR3,8113,863+52555,415635,8500.20%+80,435
SCIENCE APPLICATIONS INTL CO(SAIC)5,8505,650-200555,282623,8170.20%+68,535
STATE STR SPDR S&P 500 ETF T(SPY)7057050458,490526,4730.17%+67,983
ISHARES TR1,9871,992+5308,204374,6750.12%+66,471
ALLSTATE CORP(ALL)2,0082,0080416,339477,7840.15%+61,445
VANGUARD INDEX FDS1,3611,3610406,735468,0620.15%+61,327
CHURCH & DWIGHT CO INC(CHD)19,11619,046-701,783,9051,845,1760.59%+61,271
BOOKING HOLDINGS INC(BKNG)2456,120+5,8751,031,5281,090,8290.35%+59,301
VANGUARD INDEX FDS5513,422+2,871240,671294,7710.09%+54,100
VANGUARD SPECIALIZED FUNDS2,4732,4730531,822585,1860.19%+53,364
EDISON INTL(EIX)2,9493,609+660215,808268,6900.09%+52,882
ILLINOIS TOOL WKS INC(ITW)5,6645,639-251,474,2831,525,1800.49%+50,897
PROCTER & GAMBLE CO(PG)22,58122,530-513,261,5833,303,8261.06%+42,243
PARKER-HANNIFIN CORP(PH)4234230378,687413,7450.13%+35,058
MARKEL GROUP INC(MKL)110125+15210,548244,1260.08%+33,578
UNION PAC CORP(UNP)1,1391,1390276,344309,8080.10%+33,464
EDWARDS LIFESCIENCES CORP3,1693,1690253,774286,6680.09%+32,894
BERKSHIRE HATHAWAY INC DEL1,5001,5000718,800750,5850.24%+31,785
MERCK & CO INC(MRK)3,9253,906-19472,138501,9210.16%+29,783
PACKAGING CORP AMER(PKG)9499490201,397226,1280.07%+24,731
VANGUARD INDEX FDS2,3482,393+45208,268230,7570.07%+22,489
VALERO ENERGY CORP(VLO)1,6531,6530408,423430,5070.14%+22,084
ISHARES TR2,6002,611+11265,850287,6020.09%+21,752
COCA COLA CO(KO)5,3415,241-100406,183425,9360.14%+19,753
AMERICAN EXPRESS CO(AXP)3,4123,109-3031,032,0621,051,6190.34%+19,557
TESLA INC(TSLA)1,9671,774-193731,232746,1440.24%+14,912
CINTAS CORP(CTAS)9,3459,256-891,580,6131,574,2600.51%-6,353
UNITED RENTALS INC(URI)372233-139271,024263,9630.08%-7,061
SEMPRA(SRE)3,4003,4000330,378315,2140.10%-15,164
EQUITY RESIDENTIAL(EQR)4,2753,475-800252,866236,0570.08%-16,809
CONSTELLATION ENERGY CORP(CEG)9759750272,269242,1610.08%-30,108
DISNEY WALT CO(DIS)7,9647,644-320767,558735,7220.24%-31,836
ATMOS ENERGY CORP(ATO)2,2752,225-50420,238383,3010.12%-36,937
NEXTERA ENERGY INC(NEE)11,65911,65901,082,8881,023,3100.33%-59,578
CENCORA INC2,6902,670-20845,037755,5570.24%-89,480
DIGITAL RLTY TR INC(DLR)2,7522,227-525495,938399,9250.13%-96,013
META PLATFORMS INC(META)2,5732,432-1411,472,0901,369,9210.44%-102,169
BARRICK MNG CORP(B)28,50028,50001,162,5151,046,8050.34%-115,710
AT&T INC(T)12,68512,068-617367,724249,8080.08%-117,916
ABBOTT LABORATORIES9,2639,118-145951,032827,3670.27%-123,665
WALMART INC(WMT)11,00810,948-601,368,0741,239,9700.40%-128,104
WASTE MGMT INC DEL(WM)10,1679,896-2712,336,2752,205,6200.71%-130,655
DOMINOS PIZZA INC(DPZ)1,3621,199-163488,672354,9520.11%-133,720
CONSTELLATION BRANDS INC(STZ)6,0605,529-531909,060769,0010.25%-140,059
AMERICAN TOWER CORP(AMT)11,92711,591-3362,058,4311,895,9070.61%-162,524
REGENERON PHARMACEUTICALS(REGN)1,1001,1000849,904685,8940.22%-164,010
COMCAST CORP NEW(CCZ)42,76442,539-2251,227,7541,044,3320.34%-183,422
STRYKER CORPORATION(SYK)17,91018,098+1885,884,9775,697,9761.83%-187,001
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