Fund HoldingsOAK ASSOCIATES LTD /OH/

Total Portfolio Value
$1.44B
Total Bought
$29.36M
Total Sold
$93.35M
Net Transaction
-$64.00M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
Meta Platforms, Inc.(META)175,480164,930-10,55062,11380,0875.55%+17,974
KLA Corporation(KLAC)145,975144,685-1,29084,855101,0737.01%+16,217
NVIDIA Corp(NVDA)34,81334,613-20017,24031,2752.17%+14,035
Amazon.com Inc.(AMZN)651,927600,704-51,22399,054108,3557.51%+9,301
Qualcomm Inc.(QCOM)321,647320,251-1,39646,52054,2183.76%+7,699
Oracle Corporation(ORCL)0282,526+282,526035,4882.46%+35,488
Microsoft Corporation(MSFT)107,486107,646+16040,41945,2893.14%+4,870
JPMorgan Chase & Co(JPM)155,023155,024+126,36931,0512.15%+4,682
eBay Inc.(EBAY)0446,924+446,924023,5891.63%+23,589
Synopsys Inc.(SNPS)69,17469,174035,61839,5332.74%+3,915
Broadcom Limited(AVGO)17,78617,784-219,85423,5711.63%+3,717
NXP Semiconductors NV
COM
188,886189,387+50143,38346,9243.25%+3,541
Lowes Companies Inc.(LOW)106,008106,011+323,59227,0041.87%+3,412
NetApp, Inc.(NTAP)197,154197,154017,38120,6951.43%+3,314
Advanced Micro Devices(AMD)103,516102,316-1,20015,25918,4671.28%+3,208
Alphabet Inc. Class A(GOOG)283,632282,432-1,20039,62142,6272.95%+3,007
The Cigna Group(CI)44,80144,801013,41616,2711.13%+2,856
Chubb Limited
COM
70,17470,175+115,85918,1841.26%+2,325
VISA Inc.(V)120,960120,960031,49233,7582.34%+2,266
Danaher Corporation(DHR)07,920+7,92001,9780.14%+1,978
Mastercard Inc.(MA)32,88532,885014,02615,8361.10%+1,811
Charles Schwab Corp(SCHW)470,830470,840+1032,39334,0612.36%+1,667
McKesson Corp(MCK)024,147+24,147012,9630.90%+12,963
Amphenol Corp.93,11293,11209,23010,7400.74%+1,510
Bio-Rad Laboratories Cl A04,107+4,10701,4200.10%+1,420
Incyte Corp(INCY)019,522+19,52201,1120.08%+1,112
Regeneron Pharmaceuticals(REGN)9,8269,82608,6309,4570.66%+827
Zimmer Biomet Holdings, Inc.(ZBH)86,76386,273-49010,55911,3860.79%+827
Assurant, Inc.(AIZ)41,60341,60307,0107,8310.54%+822
Alcon Inc(ALC)164,113163,428-68512,82013,6120.94%+791
Salesforce, Inc(CRM)18,21018,21004,7925,4840.38%+693
Global Payments Inc.(GPN)103,660103,662+213,16513,8550.96%+691
Jazz Pharmaceuticals plc(JAZZ)013,345+13,34501,6070.11%+1,607
Veeva Systems Inc.(VEEV)8,79610,221+1,4251,6932,3680.16%+675
Check Point Software
ORD
59,00859,00809,0169,6780.67%+662
Applied Industrial Tech(AIT)25,37225,37204,3815,0120.35%+631
Bank of New York Mellon Corp.109,548109,549+15,7026,3120.44%+610
Parsons Corp(PSN)28,79028,79001,8052,3880.17%+583
CrowdStrike Holdings, Inc.(CRWD)7,6767,67601,9602,4610.17%+501
Silicon Motion Tech ADS(SIMO)30,81030,81001,8882,3710.16%+483
InMode Ltd(INMD)020,432+20,43204420.03%+442
Stryker Corp(SYK)5,4825,48201,6421,9620.14%+320
Cirrus Logic Inc.(CRUS)34,04234,04202,8323,1510.22%+319
Amdocs Limited(DOX)125,137125,137010,99811,3090.78%+310
Molina Healthcare, Inc.(MOH)6,1646,16402,2272,5320.18%+305
Enphase Energy, Inc.(ENPH)02,270+2,27002750.02%+275
Fortinet, Inc.(FTNT)25,98025,98001,5211,7750.12%+254
ESAB Corp(ESAB)9,5899,58908311,0600.07%+230
Elevance Health, Inc.(ELV)4,8334,83302,2792,5060.17%+227
Kadant Inc(KAI)4,6684,66801,3081,5320.11%+223
Qorvo, Inc.(QRVO)100,007100,007011,26211,4840.80%+222
Thermo Fisher Scientific, Inc.(TMO)4,1374,13702,1962,4040.17%+209
PayPal Holdings, Inc.(PYPL)036,517+36,51702,4460.17%+2,446
Coterra Energy76,54176,54101,9532,1340.15%+181
IBM Corp(IBM)06,542+6,54201,2490.09%+1,249
Prestige Cons Healthcare, Inc.(PBH)14,30714,30708761,0380.07%+162
F5 Networks Inc.(FFIV)13,96113,96102,4992,6470.18%+148
Lam Research Corporation(LRCX)3,5002,970-5302,7412,8860.20%+144
Carlisle Companies Inc.(CSL)1,8151,81505677110.05%+144
Tenet Healthcare Corp(THC)04,823+4,82305070.04%+507
Republic Services Inc.(RSG)3,1303,405+2755166520.05%+136
Paychex, Inc.(PAYX)036,115+36,11504,4350.31%+4,435
Merck & Co. Inc.(MRK)19,59917,168-2,4312,1372,2650.16%+129
Jack Henry & Associates(JKHY)12,78612,78602,0892,2030.15%+113
ICF International, Inc.(ICFI)6,6726,67208951,0050.07%+110
Science App Int'l Corp(SAIC)18,16618,16602,2582,3690.16%+110
Barrett Business Services Inc10,00210,00201,1581,2670.09%+109
Nordson Corporation(NDSN)9,8549,85402,6032,7050.19%+102
Transdigm Group, Inc.(TDG)0450+45005540.04%+554
United Therapeutics Corp.(UTHR)09,296+9,29602,1350.15%+2,135
AllianceBernstein Hldg(AB)023,214+23,21408060.06%+806
Korn Ferry(KFY)12,34812,34807338120.06%+79
Verint Systems Inc.012,498+12,49804140.03%+414
Intuitive Surgical, Inc.12,57410,810-1,7644,2424,3140.30%+72
Selective Insurance Group(SIGI)07,530+7,53008220.06%+822
Murphy USA, Inc.(MUSA)01,024+1,02404290.03%+429
Paylocity Holding Corporation(PCTY)8,9308,93001,4721,5350.11%+63
Hartford Financial Services(HIG)06,273+6,27306460.04%+646
Progyny, Inc.59,14459,14402,1992,2560.16%+57
Curtiss-Wright Corp.(CW)01,620+1,62004150.03%+415
Tower Semiconductor Ltd(TSEM)19,99719,99706106600.05%+49
Kforce Inc.(KFRC)15,25515,25501,0311,0760.07%+45
Seagate Technology
ORD SHS
05,270+5,27004900.03%+490
Clear Secure, Inc.(YOU)64,99364,99301,3421,3820.10%+40
Asbury Automotive Group03,597+3,59708480.06%+848
Edgewell Personal Care Company(EPC)018,506+18,50607150.05%+715
Lockheed Martin Corp.(LMT)17,40117,40107,8877,9150.55%+28
Viatris, Inc.(VTRS)018,120+18,12002160.01%+216
Artisan Partners Asset Mangmnt(APAM)12,32812,32805455640.04%+20
CF Industries Holdings, Inc.(CF)04,159+4,15903460.02%+346
Johnson & Johnson(JNJ)10,18310,18301,5961,6110.11%+15
Pool Corporation(POOL)01,030+1,03004160.03%+416
V2X, Inc.(VVX)016,411+16,41107670.05%+767
Thor Industries Inc.(THO)3,4903,49004134100.03%-3
CNO Financial Group, Inc.20,92320,92305845750.04%-9
CSG Systems International010,000+10,00005150.04%+515
Cencora, Inc.16,40413,753-2,6513,3693,3420.23%-27
Exelixis Inc.(EXEL)121,517121,51702,9152,8840.20%-32
Energizer Holdings(ENR)18,64418,64405915490.04%-42
Microchip Technology Inc(MCHP)123,349123,349011,12411,0660.77%-58
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