Fund HoldingsOAK ASSOCIATES LTD /OH/

Total Portfolio Value
$1.20B
Total Bought
$23.99M
Total Sold
$90.61M
Net Transaction
-$66.62M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Amgen Inc.(AMGN)0128,638+128,638034,5732.88%+34,573
Alphabet Inc. Class C(GOOG)743,678717,898-25,78089,96394,6557.88%+4,692
VMware, Inc. Cl A144,109144,109020,70723,9912.00%+3,284
Alphabet Inc. Class A(GOOG)285,865284,815-1,05034,21837,2713.10%+3,053
Akamai Technologies Inc.(AKAM)160,383160,533+15014,41417,1031.42%+2,690
Cisco Systems Inc.(CSCO)01,178,285+1,178,285063,3455.27%+63,345
Meta Platforms, Inc.(META)180,140178,861-1,27951,69753,6964.47%+1,999
Thermo Fisher Scientific, Inc.(TMO)03,791+3,79101,9190.16%+1,919
PayPal Holdings, Inc.(PYPL)076,517+76,51704,4730.37%+4,473
Global Payments Inc.(GPN)0103,881+103,881011,9871.00%+11,987
Synopsys Inc.(SNPS)69,61669,616030,31231,9522.66%+1,640
The Cigna Group(CI)39,59244,100+4,50811,11012,6161.05%+1,506
Chubb Limited
COM
070,298+70,298014,6351.22%+14,635
NextGen Healthcare, Inc.140,328140,32802,2763,3300.28%+1,054
Regeneron Pharmaceuticals(REGN)09,826+9,82608,0860.67%+8,086
Progyny, Inc.022,383+22,38307610.06%+761
Assurant, Inc.(AIZ)41,84141,778-635,2605,9980.50%+738
Korn Ferry(KFY)012,348+12,34805860.05%+586
Humana Inc.(HUM)3,7304,580+8501,6682,2280.19%+560
Jazz Pharmaceuticals plc(JAZZ)15,11718,629+3,5121,8742,4110.20%+537
Applied Industrial Tech(AIT)20,80522,741+1,9363,0133,5160.29%+503
Check Point Software
ORD
59,15159,15107,4317,8840.66%+453
NVIDIA Corp(NVDA)35,31735,317014,94015,3631.28%+423
Novartis AG(NVS)0148,039+148,039015,0791.25%+15,079
Cognizant Tech Solutions(CTSH)0147,968+147,968010,0230.83%+10,023
Intel Corporation(INTC)172,050172,051+15,7536,1160.51%+363
CF Industries Holdings, Inc.(CF)04,159+4,15903570.03%+357
Exelixis Inc.(EXEL)123,896123,89602,3682,7070.23%+339
JPMorgan Chase & Co(JPM)0156,117+156,117022,6401.88%+22,640
Revvity, Inc.(RVTY)02,572+2,57202850.02%+285
Adtalem Global Education Inc.(CVSA)18,69618,69606428010.07%+159
F5 Networks Inc.(FFIV)10,52510,52501,5391,6960.14%+157
Molina Healthcare, Inc.(MOH)5,4955,519+241,6551,8100.15%+154
UnitedHealth Group, Inc.(UNH)4,1694,269+1002,0042,1520.18%+149
Coterra Energy61,54161,54101,5571,6650.14%+108
Science App Int'l Corp(SAIC)14,97216,852+1,8801,6841,7790.15%+95
Mastercard Inc.(MA)32,95932,959012,96313,0491.09%+86
Murphy USA, Inc.(MUSA)8641,024+1602693500.03%+81
United Therapeutics Corp.(UTHR)9,4219,526+1052,0802,1520.18%+72
Selective Insurance Group(SIGI)8,6358,63508298910.07%+62
McKesson Corp(MCK)29,02528,656-36912,40312,4611.04%+58
Tenet Healthcare Corp(THC)3,2004,823+1,6232603180.03%+57
Ironwood Pharmaceuticals, Inc.061,384+61,38405910.05%+591
CNO Financial Group, Inc.19,33420,923+1,5894584970.04%+39
V2X, Inc.(VVX)16,41116,41108138480.07%+34
Barrett Business Services Inc10,00210,00208729030.08%+30
Elevance Health, Inc.(ELV)4,1824,326+1441,8581,8840.16%+26
Seagate Technology
ORD SHS
6,0276,02703733970.03%+25
Curtiss-Wright Corp.(CW)1,6201,62002983170.03%+19
Kadant Inc(KAI)4,6684,66801,0371,0530.09%+16
ESAB Corp(ESAB)3,6183,61802412540.02%+13
Carlisle Companies Inc.(CSL)1,8151,81504664710.04%+5
IBM Corp(IBM)07,885+7,88501,1060.09%+1,106
Viatris, Inc.(VTRS)18,12018,12001811790.01%-2
Concentrix Corporation(CNXC)6,0006,00004854810.04%-4
Paychex, Inc.(PAYX)045,685+45,68505,2690.44%+5,269
Hartford Financial Services(HIG)9,1209,12006576470.05%-10
Pool Corporation(POOL)1,0301,03003863670.03%-19
Paylocity Holding Corporation(PCTY)7,2207,22001,3321,3120.11%-20
Kforce Inc.(KFRC)14,91515,255+3409359100.08%-24
Energizer Holdings(ENR)16,04116,04105395140.04%-25
Transdigm Group, Inc.(TDG)53553504784510.04%-27
Thor Industries Inc.(THO)3,4903,49003613320.03%-29
Prestige Cons Healthcare, Inc.(PBH)14,30714,30708508180.07%-32
Republic Services Inc.(RSG)3,1303,13004794460.04%-33
Asbury Automotive Group03,597+3,59708280.07%+828
AllianceBernstein Hldg(AB)23,21423,21407477050.06%-42
Johnson & Johnson(JNJ)8,5398,739+2001,4131,3610.11%-52
Lam Research Corporation(LRCX)3,5003,50002,2502,1940.18%-56
Amphenol Corp.93,09893,438+3407,9097,8480.65%-61
Calix, Inc.(CALX)15,29315,29307637010.06%-62
Tesla, Inc.(TSLA)5,8175,81701,5231,4560.12%-67
Accenture Plc
SHS CLASS A
50,47050,470015,57415,5001.29%-74
Edgewell Personal Care Company(EPC)18,50618,50607646840.06%-81
NetApp, Inc.(NTAP)197,614197,734+12015,09815,0041.25%-94
Vertex Pharmaceuticals(VRTX)7,4347,214-2202,6162,5090.21%-108
Biogen Inc.(BIIB)6,1906,440+2501,7631,6550.14%-108
Tower Semiconductor Ltd(TSEM)17,14319,997+2,8546434910.04%-152
Moderna Inc.(MRNA)013,898+13,89801,4360.12%+1,436
Salesforce, Inc(CRM)019,110+19,11003,8750.32%+3,875
Stryker Corp(SYK)5,4825,48201,6731,4980.12%-174
Jack Henry & Associates(JKHY)10,87510,87501,8201,6440.14%-176
Artisan Partners Asset Mangmnt(APAM)16,73212,328-4,4046584610.04%-196
Cencora, Inc.16,40416,40403,1572,9520.25%-204
CVS Health Corporation(CVS)18,20015,000-3,2001,2581,0470.09%-211
Cirrus Logic Inc.(CRUS)033,141+33,14102,4510.20%+2,451
Incyte Corp(INCY)27,65125,685-1,9661,7211,4840.12%-237
Medtronic PLC(MDT)27,82128,202+3812,4512,2100.18%-241
The Travelers Companies(TRV)1,4030-1,4032440-244
Bio-Rad Laboratories Cl A04,489+4,48901,6090.13%+1,609
Nordson Corporation(NDSN)9,8549,85402,4462,1990.18%-246
Bank of New York Mellon Corp.0110,174+110,17404,6990.39%+4,699
Centene Corporation(CNC)19,90015,000-4,9001,3421,0330.09%-309
eBay Inc.(EBAY)449,873448,829-1,04420,10519,7891.65%-316
Verint Systems Inc.026,833+26,83306170.05%+617
Gilead Sciences Inc.(GILD)084,778+84,77806,3530.53%+6,353
Fortinet, Inc.(FTNT)20,80020,80001,5721,2210.10%-352
Activision Blizzard, Inc.31,08724,087-7,0002,6212,2550.19%-365
State Street Corp(STT)059,413+59,41303,9780.33%+3,978
CSG Systems International17,50910,000-7,5099235110.04%-412
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