Fund HoldingsOAK ASSOCIATES LTD /OH/

Total Portfolio Value
$1.49B
Total Bought
$42.31M
Total Sold
$141.59M
Net Transaction
-$99.27M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Novartis AG(NVS)0152,034+152,034017,4871.18%+17,487
Oracle Corporation(ORCL)281,014279,514-1,50039,67947,6293.20%+7,950
Cisco Systems Inc.(CSCO)01,162,114+1,162,114061,8484.16%+61,848
Pfizer Inc.(PFE)299,470474,038+174,5688,37913,7190.92%+5,339
Lowes Companies Inc.(LOW)0103,838+103,838028,1241.89%+28,124
Meta Platforms, Inc.(META)163,511151,206-12,30582,44586,5565.82%+4,111
VISA Inc.(V)0127,945+127,945035,1782.37%+35,178
Apple Inc.(AAPL)112,894112,894023,77826,3041.77%+2,527
Accenture Plc
SHS CLASS A
050,123+50,123017,7171.19%+17,717
Microsoft Corporation(MSFT)107,443116,862+9,41948,02250,2863.38%+2,264
Broadcom Limited(AVGO)17,784177,840+160,05628,55330,6772.06%+2,125
Chubb Limited
COM
068,680+68,680019,8071.33%+19,807
Lockheed Martin Corp.(LMT)015,001+15,00108,7690.59%+8,769
Mastercard Inc.(MA)032,885+32,885016,2391.09%+16,239
Akamai Technologies Inc.(AKAM)0146,049+146,049014,7440.99%+14,744
Check Point Software
ORD
59,00859,00809,73611,3770.77%+1,641
Alcon Inc(ALC)162,760160,988-1,77214,49916,1101.08%+1,611
Laboratory Corp of America063,702+63,702014,2360.96%+14,236
Assurant, Inc.(AIZ)041,303+41,30308,2140.55%+8,214
Gilead Sciences Inc.(GILD)083,105+83,10506,9670.47%+6,967
Bank of New York Mellon Corp.107,166107,177+116,4187,7020.52%+1,284
The Cigna Group(CI)046,344+46,344016,0561.08%+16,056
Cognizant Tech Solutions(CTSH)0143,845+143,845011,1020.75%+11,102
Novo-Nordisk A/S(NVO)09,283+9,28301,1050.07%+1,105
Jazz Pharmaceuticals plc(JAZZ)13,34522,295+8,9501,4242,4840.17%+1,060
JPMorgan Chase & Co(JPM)154,975153,523-1,45231,34532,3722.18%+1,027
Clear Secure, Inc.(YOU)66,44866,44801,2432,2020.15%+959
AllianceBernstein Hldg(AB)023,214+23,21408100.05%+810
Amgen Inc.(AMGN)125,300123,968-1,33239,15039,9442.69%+794
State Street Corp(STT)056,504+56,50404,9990.34%+4,999
Applied Industrial Tech(AIT)25,37225,122-2504,9225,6050.38%+683
F5 Networks Inc.(FFIV)013,961+13,96103,0740.21%+3,074
Parsons Corp(PSN)28,79028,79002,3552,9850.20%+630
Paychex, Inc.(PAYX)35,71535,71504,2344,7930.32%+558
Intuitive Surgical, Inc.10,71010,71004,7645,2620.35%+497
MercadoLibre, Inc.(MELI)1,2001,20001,9722,4620.17%+490
Fortinet, Inc.(FTNT)25,98025,98001,5662,0150.14%+449
Ensign Group, Inc. (The)(ENSG)19,98119,98102,4712,8740.19%+402
Revvity, Inc.(RVTY)17,55117,55101,8402,2420.15%+402
Science App Int'l Corp(SAIC)018,166+18,16602,5300.17%+2,530
Global Payments Inc.(GPN)0101,601+101,601010,4060.70%+10,406
Cardinal Health Inc.(CAH)027,493+27,49303,0390.20%+3,039
Quest Diagnostics Inc(DGX)18,02518,02502,4672,7980.19%+331
BWX Technologies, Inc.(BWXT)03,000+3,00003260.02%+326
UnitedHealth Group, Inc.(UNH)4,1694,16902,1232,4380.16%+314
Nordson Corporation(NDSN)09,854+9,85402,5880.17%+2,588
Paylocity Holding Corporation(PCTY)08,930+8,93001,4730.10%+1,473
InMode Ltd(INMD)20,43239,432+19,0003736680.04%+296
Molina Healthcare, Inc.(MOH)06,164+6,16402,1240.14%+2,124
Veeva Systems Inc.(VEEV)010,221+10,22102,1450.14%+2,145
Thermo Fisher Scientific, Inc.(TMO)4,1374,13702,2882,5590.17%+271
Bio-Rad Laboratories Cl A04,107+4,10701,3740.09%+1,374
Centene Corporation(CNC)027,560+27,56002,0750.14%+2,075
Danaher Corporation(DHR)7,9207,92001,9792,2020.15%+223
Salesforce, Inc(CRM)017,181+17,18104,7030.32%+4,703
Kadant Inc(KAI)4,6684,66801,3711,5780.11%+206
Advanced Micro Devices(AMD)0102,316+102,316016,7881.13%+16,788
Medtronic PLC(MDT)16,66216,66201,3111,5000.10%+189
Viatris, Inc.(VTRS)18,12032,607+14,4871933790.03%+186
IBM Corp(IBM)6,5465,904-6421,1321,3050.09%+173
Johnson & Johnson(JNJ)10,18310,18301,4881,6500.11%+162
CNO Financial Group, Inc.20,92320,92305807340.05%+154
CF Industries Holdings, Inc.(CF)4,1595,159+1,0003084430.03%+134
V2X, Inc.(VVX)16,89016,89008109430.06%+133
Tenet Healthcare Corp(THC)3,7003,70004926150.04%+123
ICF International, Inc.(ICFI)6,6726,67209911,1130.07%+122
ESAB Corp(ESAB)9,9809,98009421,0610.07%+119
Hartford Financial Services(HIG)6,2736,27306317380.05%+107
Incyte Corp(INCY)19,52219,52201,1831,2900.09%+107
Korn Ferry(KFY)12,34812,34808299290.06%+100
Tower Semiconductor Ltd(TSEM)19,99719,99707868850.06%+99
Curtiss-Wright Corp.(CW)1,6201,62004395320.04%+93
Stryker Corp(SYK)04,304+4,30401,5550.10%+1,555
CSG Systems International10,00010,00004124870.03%+75
Pool Corporation(POOL)1,0301,03003173880.03%+72
Regeneron Pharmaceuticals(REGN)9,8269,887+6110,32710,3940.70%+66
Thor Industries Inc.(THO)3,4903,49003263840.03%+57
Prestige Cons Healthcare, Inc.(PBH)14,55514,55501,0021,0490.07%+47
Energizer Holdings(ENR)18,64418,64405515920.04%+41
Asbury Automotive Group3,6483,64808318700.06%+39
Seagate Technology
ORD SHS
5,2705,27005445770.04%+33
Enphase Energy, Inc.(ENPH)2,2702,27002262570.02%+30
Artisan Partners Asset Mangmnt(APAM)12,32812,32805095340.04%+25
Murphy USA, Inc.(MUSA)1,0241,02404815050.03%+24
Ambarella, Inc.(AMBA)9,3119,31105025250.04%+23
Zimmer Biomet Holdings, Inc.(ZBH)086,570+86,57009,3450.63%+9,345
Cencora, Inc.013,753+13,75303,0960.21%+3,096
Selective Insurance Group(SIGI)7,5307,53007077030.05%-4
Transdigm Group, Inc.(TDG)450400-505755710.04%-4
Kforce Inc.(KFRC)15,67115,67109749630.06%-11
Vertex Pharmaceuticals(VRTX)4,7594,75902,2312,2130.15%-17
Jack Henry & Associates(JKHY)12,78611,786-1,0002,1232,0810.14%-42
Edgewell Personal Care Company(EPC)18,50618,50607446730.05%-71
Barrett Business Services Inc40,52433,463-7,0611,3281,2550.08%-73
Verint Systems Inc.12,49812,49804023170.02%-86
Advanced Energy Industries28,32828,32803,0812,9810.20%-100
Carlisle Companies Inc.(CSL)1,8151,405-4107356320.04%-104
Elevance Health, Inc.(ELV)4,8334,83302,6192,5130.17%-106
eBay Inc.(EBAY)440,760361,760-79,00023,67823,5541.58%-123
Republic Services Inc.(RSG)3,1302,323-8076084670.03%-142
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