Fund Holdings

Oak Asset Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
APPLE INC(AAPL)147,042131,978-15,06430,168,60833,605,50711.49%+3,436,899
NVIDIA CORPORATION(NVDA)97,30497,048-25615,373,05918,107,2166.19%+2,734,157
ORACLE CORP(ORCL)36,36535,577-7887,950,48010,005,6753.42%+2,055,195
ABBVIE INC(ABBV)36,82336,313-5106,835,0858,407,9122.88%+1,572,827
ALPHABET INC(GOOG)14,71514,71502,593,2243,577,2171.22%+983,993
FASTENAL CO(FAST)188,334181,124-7,2107,910,0288,882,3213.04%+972,293
JOHNSON & JOHNSON(JNJ)26,49026,301-1894,046,3484,876,7311.67%+830,383
RTX CORPORATION(RTX)64,23360,081-4,1529,379,27510,053,4133.44%+674,138
ALPHABET INC(GOOG)14,32013,160-1,1602,540,2253,205,1181.10%+664,893
CHEVRON CORP NEW(CVX)81,73278,559-3,17311,703,20512,199,4274.17%+496,222
JPMORGAN CHASE & CO.(JPM)18,08818,005-835,243,7475,679,1591.94%+435,412
LOWES COS INC(LOW)21,56620,743-8234,784,8485,212,9231.78%+428,075
HOME DEPOT INC(HD)9,6679,697+303,544,3093,929,1271.34%+384,818
NORFOLK SOUTHN CORP(NSC)11,74211,225-5173,005,6003,372,1021.15%+366,502
AUTOMATIC DATA PROCESSING IN3,4504,835+1,3851,063,9801,419,0730.49%+355,093
LOCKHEED MARTIN CORP(LMT)1,9372,487+550897,1021,241,5350.42%+344,433
BARRICK MNG CORP(B)28,50028,5000593,370933,9450.32%+340,575
INTEL CORP(INTC)61,64250,517-11,1251,380,7811,694,8450.58%+314,064
NEXTERA ENERGY INC(NEE)8,65911,659+3,000601,108880,1380.30%+279,030
TESLA INC(TSLA)1,9321,967+35613,719874,7640.30%+261,045
MEDTRONIC PLC(MDT)40,30039,485-8153,512,9513,760,5511.29%+247,600
CVS HEALTH CORP(CVS)51,45050,225-1,2253,549,0393,786,4821.30%+237,443
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0850+8500237,3970.08%+237,397
ISHARES TR44,87245,597+7252,869,1163,104,2441.06%+235,128
GENUINE PARTS CO(GPC)13,46213,437-251,633,0751,862,3680.64%+229,293
MORGAN STANLEY(MS)17,57816,928-6502,476,0372,690,8750.92%+214,838
WASTE MGMT INC DEL(WM)8,78710,077+1,2902,010,6412,225,3040.76%+214,663
VANGUARD WORLD FD0280+2800209,0560.07%+209,056
PACKAGING CORP AMER(PKG)0949+9490206,8160.07%+206,816
ISHARES TR01,045+1,0450204,6740.07%+204,674
VANGUARD INDEX FDS01,090+1,0900203,2740.07%+203,274
MICROSOFT CORP(MSFT)15,80815,554-2547,863,1828,056,3242.76%+193,142
GOLDMAN SACHS GROUP INC(GS)1,6201,62001,146,5551,290,0870.44%+143,532
EXPEDITORS INTL WASH INC(EXPD)16,75916,733-261,914,7162,051,2980.70%+136,582
FEDEX CORP(FDX)20,93720,728-2094,759,2014,887,8811.67%+128,680
TOLL BROTHERS INC(TOL)4,6004,6000524,998635,4440.22%+110,446
PEPSICO INC(PEP)20,15619,671-4852,661,4582,762,6580.94%+101,200
AFLAC INC(AFL)13,53413,472-621,427,2961,504,8220.51%+77,526
UNITED RENTALS INC(URI)3723720280,265355,1340.12%+74,869
ILLINOIS TOOL WKS INC(ITW)6,0536,008-451,496,6041,566,6460.54%+70,042
QUALCOMM INC(QCOM)62,15259,906-2,2469,898,3039,965,8893.41%+67,586
PNC FINL SVCS GROUP INC(PNC)4,1064,1060765,441825,0190.28%+59,578
VALERO ENERGY CORP(VLO)1,6531,6530222,196281,4400.10%+59,244
EXXON MOBIL CORP16,10415,829-2751,736,0111,784,7200.61%+48,709
BANK AMERICA CORP11,31911,3190535,615583,9470.20%+48,332
SEMPRA(SRE)3,4003,4000257,618305,9320.10%+48,314
AMERICAN EXPRESS CO(AXP)3,5803,58001,141,9481,189,1330.41%+47,185
SPDR S&P 500 ETF TR(SPY)7807800481,923519,6200.18%+37,697
ATMOS ENERGY CORP(ATO)2,1752,1750335,189371,3810.13%+36,192
CENCORA INC2,6902,6900806,597840,7060.29%+34,109
ISHARES TR1,8901,933+43284,256318,0560.11%+33,800
ISHARES TR10,30510,3050639,116672,5040.23%+33,388
VANGUARD INDEX FDS1,3611,3610388,293418,9970.14%+30,704
MCDONALDS CORP(MCD)18,28017,675-6055,340,7225,371,1041.84%+30,382
VANGUARD SPECIALIZED FUNDS2,4722,4720505,972533,5050.18%+27,533
VANGUARD INDEX FDS5515510241,558264,2650.09%+22,707
ISHARES TR2,4232,511+88229,288250,9740.09%+21,686
CUMMINS INC(CMI)901746-155295,078315,0880.11%+20,010
MERCK & CO INC(MRK)3,9253,9250310,703329,4250.11%+18,722
SPDR SERIES TRUST2,4252,4250329,145339,6210.12%+10,476
UBER TECHNOLOGIES INC(UBER)2,2242,2240207,499217,8850.07%+10,386
FORTUNE BRANDS INNOVATIONS I(FBIN)4,4884,4880231,042239,6140.08%+8,572
WALMART INC(WMT)11,76811,243-5251,150,6751,158,7040.40%+8,029
UNION PAC CORP(UNP)1,1741,1740270,114277,4980.09%+7,384
CONSTELLATION ENERGY CORP(CEG)9759750314,691320,8430.11%+6,152
VANGUARD INDEX FDS2,4832,4830221,136226,9960.08%+5,860
VISTRA CORP(VST)1,6041,6040310,871314,2560.11%+3,385
EDWARDS LIFESCIENCES CORP3,1993,1990250,194248,7860.09%-1,408
AT&T INC(T)13,11013,1100379,389370,2120.13%-9,177
EQUITY RESIDENTIAL(EQR)4,3594,3590294,189282,1580.10%-12,031
META PLATFORMS INC(META)2,4632,458-51,817,9161,805,1060.62%-12,810
MONDELEZ INTL INC(MDLZ)3,2133,2130216,685200,7160.07%-15,969
COCA COLA CO(KO)5,6635,652-11400,657374,8410.13%-25,816
ABBOTT LABS9,4639,313-1501,287,0631,247,3830.43%-39,680
CISCO SYS INC(CSCO)43,34743,34703,007,4152,965,8021.01%-41,613
PARKER-HANNIFIN CORP(PH)523423-100365,300320,6970.11%-44,603
UNITEDHEALTH GROUP INC(UNH)4,3843,824-5601,367,6761,320,4270.45%-47,249
INTERNATIONAL BUSINESS MACHS(IBM)4,0714,073+21,199,9221,149,1350.39%-50,787
BERKSHIRE HATHAWAY INC DEL1,8401,665-175893,817837,0620.29%-56,755
DOMINOS PIZZA INC(DPZ)1,5271,462-65688,066631,1600.22%-56,906
STARBUCKS CORP(SBUX)9,0189,0180826,319762,9230.26%-63,396
DISNEY WALT CO(DIS)7,7127,664-48956,409877,4940.30%-78,915
SCIENCE APPLICATIONS INTL CO(SAIC)5,9255,850-75667,214581,3150.20%-85,899
VERIZON COMMUNICATIONS INC(VZ)44,69742,044-2,6531,934,0581,847,8160.63%-86,242
PROCTER AND GAMBLE CO(PG)19,66719,794+1273,133,4123,041,2801.04%-92,132
DIGITAL RLTY TR INC(DLR)3,9533,452-501689,126596,7820.20%-92,344
BOOKING HOLDINGS INC(BKNG)24524501,418,3641,322,8210.45%-95,543
PRICE T ROWE GROUP INC(TROW)20,28518,005-2,2801,957,5031,848,0330.63%-109,470
NETFLIX INC(NFLX)81681601,092,730978,3190.33%-114,411
NIKE INC(NKE)23,76122,191-1,5701,687,9811,547,3780.53%-140,603
CATERPILLAR INC(CAT)6,0954,650-1,4452,366,1402,218,7480.76%-147,392
AMAZON COM INC(AMZN)13,13412,444-6902,881,4682,732,3290.93%-149,139
CINTAS CORP(CTAS)9,3159,285-302,076,0341,905,8390.65%-170,195
MICROCHIP TECHNOLOGY INC.(MCHP)27,81227,81201,957,1301,786,0870.61%-171,043
REGENERON PHARMACEUTICALS(REGN)1,5101,100-410792,750618,4970.21%-174,253
COSTCO WHSL CORP NEW(COST)4,0084,086+783,967,6803,782,1241.29%-185,556
ADOBE INC(ADBE)5640-564218,2000-218,200
PFIZER INC(PFE)10,6020-10,602256,9910-256,991
TARGET CORP(TGT)26,94926,267-6822,658,4942,356,1270.81%-302,367
CHURCH & DWIGHT CO INC(CHD)20,91619,416-1,5002,010,2371,701,4240.58%-308,813
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