Fund HoldingsOAK ASSOCIATES LTD /OH/

Total Portfolio Value
$1.51B
Total Bought
$35.53M
Total Sold
$116.48M
Net Transaction
-$80.95M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Alphabet Inc. Class C(GOOG)0618,355+618,3550113,4197.52%+113,419
Novartis AG(NVS)0151,507+151,507016,1291.07%+16,129
NVIDIA Corp(NVDA)34,613346,130+311,51731,27542,7612.84%+11,486
KLA Corporation(KLAC)144,685135,680-9,005101,073111,8697.42%+10,797
Qualcomm Inc.(QCOM)320,251317,879-2,37254,21863,3154.20%+9,097
Alphabet Inc. Class A(GOOG)282,432278,573-3,85942,62750,7423.37%+8,115
Amazon.com Inc.(AMZN)600,704597,683-3,021108,355115,5027.66%+7,147
Broadcom Limited(AVGO)17,78417,784023,57128,5531.89%+4,982
NetApp, Inc.(NTAP)197,154197,154020,69525,3931.68%+4,698
Apple Inc.(AAPL)0112,894+112,894023,7781.58%+23,778
Oracle Corporation(ORCL)282,526281,014-1,51235,48839,6792.63%+4,191
NXP Semiconductors NV
COM
189,387189,387046,92450,9623.38%+4,038
Amgen Inc.(AMGN)0125,300+125,300039,1502.60%+39,150
Microsoft Corporation(MSFT)107,646107,443-20345,28948,0223.19%+2,733
Meta Platforms, Inc.(META)164,930163,511-1,41980,08782,4455.47%+2,359
MercadoLibre, Inc.(MELI)01,200+1,20001,9720.13%+1,972
Amphenol Corp.93,112186,224+93,11210,74012,5460.83%+1,805
Synopsys Inc.(SNPS)69,17469,174039,53341,1632.73%+1,630
Cirrus Logic Inc.(CRUS)34,04234,176+1343,1514,3630.29%+1,212
McKesson Corp(MCK)24,14723,997-15012,96314,0150.93%+1,052
Alcon Inc(ALC)163,428162,760-66813,61214,4990.96%+887
Regeneron Pharmaceuticals(REGN)9,8269,82609,45710,3270.68%+870
AllianceBernstein Hldg(AB)023,214+23,21407840.05%+784
United Therapeutics Corp.(UTHR)9,2969,015-2812,1352,8720.19%+736
CrowdStrike Holdings, Inc.(CRWD)7,6767,67602,4612,9410.20%+481
Intuitive Surgical, Inc.10,81010,710-1004,3144,7640.32%+450
Charles Schwab Corp(SCHW)470,840467,593-3,24734,06134,4572.29%+396
JPMorgan Chase & Co(JPM)155,024154,975-4931,05131,3452.08%+294
Lam Research Corporation(LRCX)2,9702,97002,8863,1630.21%+277
Microchip Technology Inc(MCHP)123,349123,349011,06611,2860.75%+221
Vertex Pharmaceuticals(VRTX)04,759+4,75902,2310.15%+2,231
Advanced Energy Industries028,328+28,32803,0810.20%+3,081
Sandoz Group AG025,597+25,59709270.06%+927
Humana Inc.(HUM)04,883+4,88301,8250.12%+1,825
Tower Semiconductor Ltd(TSEM)19,99719,99706607860.05%+126
Silicon Motion Tech ADS(SIMO)30,81030,81002,3712,4950.17%+125
Qorvo, Inc.(QRVO)100,007100,007011,48411,6050.77%+121
Elevance Health, Inc.(ELV)4,8334,83302,5062,6190.17%+113
Bank of New York Mellon Corp.109,549107,166-2,3836,3126,4180.43%+106
Biogen Inc.(BIIB)06,190+6,19001,4350.10%+1,435
Diodes Inc.(DIOD)054,757+54,75703,9390.26%+3,939
eBay Inc.(EBAY)446,924440,760-6,16423,58923,6781.57%+89
Incyte Corp(INCY)19,52219,52201,1121,1830.08%+71
Pfizer Inc.(PFE)0299,470+299,47008,3790.56%+8,379
Quest Diagnostics Inc(DGX)018,025+18,02502,4670.16%+2,467
UnitedHealth Group, Inc.(UNH)04,169+4,16902,1230.14%+2,123
Barrett Business Services Inc10,00240,524+30,5221,2671,3280.09%+61
Check Point Software
ORD
59,00859,00809,6789,7360.65%+58
Seagate Technology
ORD SHS
5,2705,27004905440.04%+54
Murphy USA, Inc.(MUSA)1,0241,02404294810.03%+51
V2X, Inc.(VVX)16,41116,890+4797678100.05%+43
Ambarella, Inc.(AMBA)09,311+9,31105020.03%+502
Edgewell Personal Care Company(EPC)18,50618,50607157440.05%+29
Curtiss-Wright Corp.(CW)1,6201,62004154390.03%+24
Carlisle Companies Inc.(CSL)1,8151,81507117350.05%+24
Transdigm Group, Inc.(TDG)45045005545750.04%+21
Korn Ferry(KFY)12,34812,34808128290.05%+17
CNO Financial Group, Inc.20,92320,92305755800.04%+5
Energizer Holdings(ENR)18,64418,64405495510.04%+2
Danaher Corporation(DHR)7,9207,92001,9781,9790.13%+1
Cohu, Inc.(COHU)083,704+83,70402,7710.18%+2,771
Revvity, Inc.(RVTY)017,551+17,55101,8400.12%+1,840
Zscaler, Inc.(ZS)09,568+9,56801,8390.12%+1,839
Verint Systems Inc.12,49812,49804144020.03%-12
ICF International, Inc.(ICFI)6,6726,67201,0059910.07%-14
Tenet Healthcare Corp(THC)4,8233,700-1,1235074920.03%-15
Hartford Financial Services(HIG)6,2736,27306466310.04%-16
Asbury Automotive Group3,5973,648+518488310.06%-17
Viatris, Inc.(VTRS)18,12018,12002161930.01%-24
Parsons Corp(PSN)28,79028,79002,3882,3550.16%-33
Prestige Cons Healthcare, Inc.(PBH)14,30714,555+2481,0381,0020.07%-36
CF Industries Holdings, Inc.(CF)4,1594,15903463080.02%-38
Concentrix Corporation(CNXC)013,134+13,13408310.06%+831
Republic Services Inc.(RSG)3,4053,130-2756526080.04%-44
Enphase Energy, Inc.(ENPH)2,2702,27002752260.02%-48
Artisan Partners Asset Mangmnt(APAM)12,32812,32805645090.03%-55
InMode Ltd(INMD)20,43220,43204423730.02%-69
Jack Henry & Associates(JKHY)12,78612,78602,2032,1230.14%-80
Thor Industries Inc.(THO)3,4903,49004103260.02%-83
Applied Industrial Tech(AIT)25,37225,37205,0124,9220.33%-90
Coterra Energy76,54176,54102,1342,0410.14%-93
Kulicke & Soffa Industries(KLIC)087,414+87,41404,3000.29%+4,300
Pool Corporation(POOL)1,0301,03004163170.02%-99
Kforce Inc.(KFRC)15,25515,671+4161,0769740.06%-102
CSG Systems International10,00010,00005154120.03%-104
Selective Insurance Group(SIGI)7,5307,53008227070.05%-116
Thermo Fisher Scientific, Inc.(TMO)4,1374,13702,4042,2880.15%-117
IBM Corp(IBM)6,5426,546+41,2491,1320.08%-117
ESAB Corp(ESAB)9,5899,980+3911,0609420.06%-118
Johnson & Johnson(JNJ)10,18310,18301,6111,4880.10%-123
Ironwood Pharmaceuticals, Inc.061,384+61,38404000.03%+400
Clear Secure, Inc.(YOU)64,99366,448+1,4551,3821,2430.08%-139
Merck & Co. Inc.(MRK)17,16817,16802,2652,1250.14%-140
Medtronic PLC(MDT)016,662+16,66201,3110.09%+1,311
Ensign Group, Inc. (The)(ENSG)019,981+19,98102,4710.16%+2,471
Exelixis Inc.(EXEL)121,517121,51702,8842,7300.18%-153
Kadant Inc(KAI)4,6684,66801,5321,3710.09%-160
Jazz Pharmaceuticals plc(JAZZ)13,34513,34501,6071,4240.09%-183
Paychex, Inc.(PAYX)36,11535,715-4004,4354,2340.28%-201
Fortinet, Inc.(FTNT)25,98025,98001,7751,5660.10%-209
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