Fund HoldingsOAK ASSOCIATES LTD /OH/

Total Portfolio Value
$1.32B
Total Bought
$59.96M
Total Sold
$158.03M
Net Transaction
-$98.06M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Broadcom Limited(AVGO)017,786+17,786019,8541.50%+19,854
Amazon.com Inc.(AMZN)0651,927+651,927099,0547.49%+99,054
KLA Corporation(KLAC)0145,975+145,975084,8556.42%+84,855
Qualcomm Inc.(QCOM)0321,647+321,647046,5203.52%+46,520
Meta Platforms, Inc.(META)178,861175,480-3,38153,69662,1134.70%+8,417
Microsoft Corporation(MSFT)0107,486+107,486040,4193.06%+40,419
Charles Schwab Corp(SCHW)0470,830+470,830032,3932.45%+32,393
NXP Semiconductors NV
COM
0188,886+188,886043,3833.28%+43,383
Advanced Micro Devices(AMD)0103,516+103,516015,2591.15%+15,259
JPMorgan Chase & Co(JPM)156,117155,023-1,09422,64026,3691.99%+3,729
Synopsys Inc.(SNPS)69,61669,174-44231,95235,6182.69%+3,667
VISA Inc.(V)0120,960+120,960031,4922.38%+31,492
Alphabet Inc. Class C(GOOG)717,898690,665-27,23394,65597,3357.36%+2,681
Intel Corporation(INTC)172,051171,667-3846,1168,6260.65%+2,510
NetApp, Inc.(NTAP)197,734197,154-58015,00417,3811.31%+2,377
Alphabet Inc. Class A(GOOG)284,815283,632-1,18337,27139,6213.00%+2,350
Apple Inc.(AAPL)0112,894+112,894021,7351.64%+21,735
Accenture Plc
SHS CLASS A
50,47050,353-11715,50017,6691.34%+2,170
Amgen Inc.(AMGN)128,638127,416-1,22234,57336,6982.78%+2,126
Zscaler, Inc.(ZS)09,568+9,56802,1200.16%+2,120
CrowdStrike Holdings, Inc.(CRWD)07,676+7,67601,9600.15%+1,960
NVIDIA Corp(NVDA)35,31734,813-50415,36317,2401.30%+1,878
Akamai Technologies Inc.(AKAM)160,533160,263-27017,10318,9671.43%+1,864
Parsons Corp(PSN)028,790+28,79001,8050.14%+1,805
Laboratory Corp of America064,618+64,618014,6871.11%+14,687
Veeva Systems Inc.(VEEV)08,796+8,79601,6930.13%+1,693
Qorvo, Inc.(QRVO)0100,007+100,007011,2620.85%+11,262
Revvity, Inc.(RVTY)2,57217,551+14,9792851,9190.15%+1,634
Microchip Technology Inc(MCHP)0123,349+123,349011,1240.84%+11,124
Progyny, Inc.22,38359,144+36,7617612,1990.17%+1,438
Lowes Companies Inc.(LOW)0106,008+106,008023,5921.78%+23,592
Amphenol Corp.93,43893,112-3267,8489,2300.70%+1,382
Clear Secure, Inc.(YOU)064,993+64,99301,3420.10%+1,342
Centene Corporation(CNC)15,00030,653+15,6531,0332,2750.17%+1,242
Chubb Limited
COM
70,29870,174-12414,63515,8591.20%+1,225
Global Payments Inc.(GPN)103,881103,660-22111,98713,1651.00%+1,178
Cognizant Tech Solutions(CTSH)147,968147,770-19810,02311,1610.84%+1,138
Check Point Software
ORD
59,15159,008-1437,8849,0160.68%+1,132
SolarEdge Technologies, Inc.(SEDG)025,007+25,00702,3410.18%+2,341
Assurant, Inc.(AIZ)41,77841,603-1755,9987,0100.53%+1,011
Bank of New York Mellon Corp.110,174109,548-6264,6995,7020.43%+1,003
Mastercard Inc.(MA)32,95932,885-7413,04914,0261.06%+977
Salesforce, Inc(CRM)19,11018,210-9003,8754,7920.36%+917
Sandoz Group AG028,127+28,12709000.07%+900
ICF International, Inc.(ICFI)06,672+6,67208950.07%+895
Kulicke & Soffa Industries(KLIC)082,140+82,14004,4950.34%+4,495
Applied Industrial Tech(AIT)22,74125,372+2,6313,5164,3810.33%+866
Ensign Group, Inc. (The)(ENSG)027,010+27,01003,0310.23%+3,031
Concentrix Corporation(CNXC)6,00013,134+7,1344811,2900.10%+809
F5 Networks Inc.(FFIV)10,52513,961+3,4361,6962,4990.19%+803
The Cigna Group(CI)44,10044,801+70112,61613,4161.01%+800
Amdocs Limited(DOX)0125,137+125,137010,9980.83%+10,998
Zimmer Biomet Holdings, Inc.(ZBH)086,763+86,763010,5590.80%+10,559
Lockheed Martin Corp.(LMT)017,401+17,40107,8870.60%+7,887
State Street Corp(STT)59,41359,423+103,9784,6030.35%+625
Merck & Co. Inc.(MRK)019,599+19,59902,1370.16%+2,137
ESAB Corp(ESAB)3,6189,589+5,9712548310.06%+577
Lam Research Corporation(LRCX)3,5003,50002,1942,7410.21%+548
Regeneron Pharmaceuticals(REGN)9,8269,82608,0868,6300.65%+544
Intuitive Surgical, Inc.012,574+12,57404,2420.32%+4,242
Science App Int'l Corp(SAIC)16,85218,166+1,3141,7792,2580.17%+480
Gilead Sciences Inc.(GILD)84,77884,275-5036,3536,8270.52%+474
Jack Henry & Associates(JKHY)10,87512,786+1,9111,6442,0890.16%+446
Molina Healthcare, Inc.(MOH)5,5196,164+6451,8102,2270.17%+417
Cencora, Inc.16,40416,40402,9523,3690.25%+417
Cardinal Health Inc.(CAH)032,479+32,47903,2740.25%+3,274
Nordson Corporation(NDSN)9,8549,85402,1992,6030.20%+404
Elevance Health, Inc.(ELV)4,3264,833+5071,8842,2790.17%+395
Cirrus Logic Inc.(CRUS)33,14134,042+9012,4512,8320.21%+381
Quest Diagnostics Inc(DGX)022,478+22,47803,0990.23%+3,099
Novartis AG(NVS)148,039152,833+4,79415,07915,4311.17%+352
Silicon Motion Tech ADS(SIMO)030,810+30,81001,8880.14%+1,888
Adtalem Global Education Inc.(CVSA)18,69618,69608011,1020.08%+301
Fortinet, Inc.(FTNT)20,80025,980+5,1801,2211,5210.11%+300
Coterra Energy61,54176,541+15,0001,6651,9530.15%+289
Vertex Pharmaceuticals(VRTX)7,2146,857-3572,5092,7900.21%+281
Thermo Fisher Scientific, Inc.(TMO)3,7914,137+3461,9192,1960.17%+277
Perficient, Inc.034,148+34,14802,2480.17%+2,248
Barrett Business Services Inc10,00210,00209031,1580.09%+256
Kadant Inc(KAI)4,6684,66801,0531,3080.10%+256
Johnson & Johnson(JNJ)8,73910,183+1,4441,3611,5960.12%+235
Exelixis Inc.(EXEL)123,896121,517-2,3792,7072,9150.22%+208
Advanced Energy Industries028,328+28,32803,0850.23%+3,085
Paylocity Holding Corporation(PCTY)7,2208,930+1,7101,3121,4720.11%+160
Korn Ferry(KFY)12,34812,34805867330.06%+147
Stryker Corp(SYK)5,4825,48201,4981,6420.12%+144
Kforce Inc.(KFRC)15,25515,25509101,0310.08%+121
Tower Semiconductor Ltd(TSEM)19,99719,99704916100.05%+119
Ironwood Pharmaceuticals, Inc.61,38461,38405917020.05%+111
Carlisle Companies Inc.(CSL)1,8151,81504715670.04%+97
UnitedHealth Group, Inc.(UNH)4,2694,26902,1522,2480.17%+95
Diodes Inc.(DIOD)054,473+54,47304,3860.33%+4,386
CNO Financial Group, Inc.20,92320,92304975840.04%+87
Artisan Partners Asset Mangmnt(APAM)12,32812,32804615450.04%+83
Thor Industries Inc.(THO)3,4903,49003324130.03%+81
Cohu, Inc.(COHU)083,183+83,18302,9440.22%+2,944
Energizer Holdings(ENR)16,04118,644+2,6035145910.04%+77
Alcon Inc(ALC)0164,113+164,113012,8200.97%+12,820
Republic Services Inc.(RSG)3,1303,13004465160.04%+70
Prestige Cons Healthcare, Inc.(PBH)14,30714,30708188760.07%+58
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