Fund HoldingsOAK ASSOCIATES LTD /OH/

Total Portfolio Value
$1.53B
Total Bought
$212.37M
Total Sold
$83.66M
Net Transaction
+$128.71M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Broadcom Limited(AVGO)0237,109+237,109065,3594.27%+65,359
Oracle Corporation(ORCL)0296,114+296,114064,7394.23%+64,739
KLA Corporation(KLAC)88,61290,116+1,50460,23980,7215.27%+20,482
Microsoft Corporation(MSFT)0143,911+143,911071,5834.68%+71,583
Meta Platforms, Inc.(META)0105,296+105,296077,7185.08%+77,718
Adobe Inc.(ADBE)042,242+42,242016,3431.07%+16,343
NVIDIA Corp(NVDA)0329,105+329,105051,9953.40%+51,995
Lockheed Martin Corp.(LMT)15,00132,133+17,1326,70114,8820.97%+8,181
Amphenol Corp.0206,424+206,424020,3841.33%+20,384
Cisco Systems Inc.(CSCO)0928,876+928,876064,4454.21%+64,445
Alphabet Inc. Class A(GOOG)0206,699+206,699036,4272.38%+36,427
Charles Schwab Corp(SCHW)485,057486,157+1,10037,97044,3572.90%+6,387
NXP Semiconductors NV
COM
0191,011+191,011041,7342.73%+41,734
Alphabet Inc. Class C(GOOG)0468,564+468,564083,1195.43%+83,119
Synopsys Inc.(SNPS)064,174+64,174032,9012.15%+32,901
Amazon.com Inc.(AMZN)0532,469+532,4690116,8187.63%+116,818
Advanced Micro Devices(AMD)0102,316+102,316014,5190.95%+14,519
Lam Research Corporation(LRCX)24,63857,638+33,0001,7915,6100.37%+3,819
NetApp, Inc.(NTAP)0196,097+196,097020,8941.36%+20,894
Zscaler, Inc.(ZS)17,42021,072+3,6523,4566,6150.43%+3,159
JPMorgan Chase & Co(JPM)0125,638+125,638036,4242.38%+36,424
Laboratory Corp of America(LH)63,56466,352+2,78814,79417,4181.14%+2,624
eBay Inc.(EBAY)320,976320,976021,74023,9001.56%+2,160
Novartis AG(NVS)152,399157,880+5,48116,98919,1051.25%+2,116
State Street Corp(STT)66,61173,177+6,5665,9647,7820.51%+1,818
Salesforce, Inc(CRM)022,804+22,80406,2180.41%+6,218
VISA Inc.(V)147,896149,973+2,07751,83253,2483.48%+1,416
Flutter Entertainment PLC(FLUT)12,37114,102+1,7312,7414,0300.26%+1,289
CrowdStrike Holdings, Inc.(CRWD)7,6767,67602,7063,9090.26%+1,203
Applovin Corp(APP)03,000+3,00001,0500.07%+1,050
Palantir Technologies Inc.(PLTR)07,010+7,01009560.06%+956
U.S. Bancorp(USB)020,000+20,00009050.06%+905
Palo Alto Networks, Inc.(PANW)04,419+4,41909040.06%+904
Advanced Energy Industries28,24827,082-1,1662,6923,5880.23%+896
iShares Barclays 7-10 yr Tr Bd08,600+8,60008240.05%+824
MercadoLibre, Inc.(MELI)1,2001,20002,3413,1360.20%+795
The Cigna Group(CI)46,47848,653+2,17515,29116,0841.05%+792
Silicon Motion Tech ADS(SIMO)34,14333,050-1,0931,7262,4840.16%+758
Gilead Sciences Inc.(GILD)82,32389,822+7,4999,2249,9590.65%+734
Cardinal Health Inc.(CAH)24,69324,443-2503,4024,1060.27%+704
McKesson Corp(MCK)18,26317,663-60012,29112,9430.85%+652
Exelixis Inc.(EXEL)86,54486,54403,1953,8140.25%+619
Cohu, Inc.(COHU)095,862+95,86201,8440.12%+1,844
Veeva Systems Inc.(VEEV)10,22110,22102,3672,9430.19%+576
Axos Financial, Inc.(AX)07,142+7,14205430.04%+543
Ambarella, Inc.(AMBA)07,885+7,88505210.03%+521
Cognizant Tech Solutions(CTSH)127,278131,354+4,0769,73710,2500.67%+513
Intapp, Inc.(INTA)09,498+9,49804900.03%+490
Mastercard Inc.(MA)32,88532,884-118,02518,4791.21%+454
Northern Trust Corp.(NTRS)15,93115,940+91,5722,0210.13%+449
Ensign Group, Inc. (The)(ENSG)015,086+15,08602,3270.15%+2,327
F5 Networks Inc.(FFIV)13,21113,21103,5183,8880.25%+371
Diodes Inc.(DIOD)033,530+33,53001,7730.12%+1,773
iShares Barclays 1-3 yr Tr Bnd27,40130,438+3,0372,2672,5220.16%+255
Newmont Mining Corp(NEM)04,380+4,38002550.02%+255
Fortinet, Inc.(FTNT)25,98025,98002,5012,7470.18%+246
Curtiss-Wright Corp.(CW)1,4341,43404557010.05%+246
Costco Wholesale Corp(COST)0230+23002280.01%+228
Cirrus Logic Inc.(CRUS)43,71943,958+2394,3574,5830.30%+226
Caterpillar Inc(CAT)0579+57902250.01%+225
Exxon Mobil Corporation01,975+1,97502130.01%+213
Walmart Inc.(WMT)02,100+2,10002050.01%+205
Procter & Gamble Co.(PG)01,260+1,26002010.01%+201
Republic Services Inc.(RSG)2,3233,048+7255637520.05%+189
Quest Diagnostics Inc(DGX)17,44217,44202,9513,1330.20%+182
National HealthCare Corp(NHC)11,95911,95901,1101,2800.08%+170
Tower Semiconductor Ltd(TSEM)19,84120,191+3507088750.06%+168
Incyte Corp(INCY)19,02219,02201,1521,2950.08%+144
PayPal Holdings, Inc.(PYPL)15,88115,870-111,0361,1790.08%+143
BWX Technologies, Inc.(BWXT)3,0003,00002964320.03%+136
Clear Secure, Inc.(YOU)66,27866,706+4281,7171,8520.12%+134
Bank of New York Mellon Corp.97,75891,236-6,5228,1998,3130.54%+114
ESAB Corp(ESAB)20,93221,154+2222,4392,5500.17%+112
Intuitive Surgical, Inc.08,760+8,76004,7600.31%+4,760
AllianceBernstein Hldg(AB)23,02123,711+6908829680.06%+86
Artisan Partners Asset Mangmnt(APAM)16,31016,31006387230.05%+85
CF Industries Holdings, Inc.(CF)5,1595,15904034750.03%+71
Chubb Limited
COM
68,63371,772+3,13920,72620,7941.36%+67
Korn Ferry(KFY)12,23212,23208308970.06%+67
Asbury Automotive Group3,6183,61807998630.06%+64
Virtu Financial, Inc. Class A(VIRT)8,1008,10003093630.02%+54
CSG Systems International10,00010,00006056530.04%+48
Carlisle Companies Inc.(CSL)1,4051,40504785250.03%+46
Transdigm Group, Inc.(TDG)31731704394820.03%+44
Medpace Holdings, Inc.(MEDP)4,4714,47101,3621,4030.09%+41
Barrett Business Services Inc33,15533,15501,3641,3820.09%+18
Pfizer Inc.(PFE)407,682426,707+19,02510,33110,3430.68%+13
V2X, Inc.(VVX)16,75716,75708228140.05%-8
Hartford Financial Services(HIG)6,2636,038-2257757660.05%-9
Pool Corporation(POOL)1,0301,03003283000.02%-28
Amdocs Limited(DOX)108,812108,81209,9569,9280.65%-28
Jack Henry & Associates(JKHY)11,78611,78602,1522,1230.14%-29
Selective Insurance Group(SIGI)7,4707,47006846470.04%-37
Viatris, Inc.(VTRS)28,54723,547-5,0002492100.01%-38
Medtronic PLC(MDT)16,16216,087-751,4521,4020.09%-50
Paylocity Holding Corporation(PCTY)8,9308,93001,6731,6180.11%-55
CNO Financial Group, Inc.20,74820,74808648000.05%-64
Murphy USA, Inc.(MUSA)1,0241,02404814170.03%-65
Kulicke & Soffa Industries(KLIC)081,230+81,23002,8110.18%+2,811
Prestige Cons Healthcare, Inc.(PBH)14,44014,577+1371,2411,1640.08%-77
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