Fund HoldingsOAK ASSOCIATES LTD /OH/

Total Portfolio Value
$1.45B
Total Bought
$69.09M
Total Sold
$123.13M
Net Transaction
-$54.05M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Amazon.com Inc.(AMZN)0571,118+571,1180125,2988.64%+125,298
Laboratory Corp of America(LH)063,063+63,063014,4621.00%+14,462
VISA Inc.(V)127,945147,115+19,17035,17846,4943.21%+11,316
Broadcom Limited(AVGO)177,840177,840030,67741,2302.84%+10,553
Microsoft Corporation(MSFT)116,862138,896+22,03450,28658,5454.04%+8,259
Charles Schwab Corp(SCHW)0485,604+485,604035,9402.48%+35,940
Alphabet Inc. Class C(GOOG)0560,243+560,2430106,6937.36%+106,693
Flutter Entertainment PLC(FLUT)012,371+12,37103,1970.22%+3,197
JPMorgan Chase & Co(JPM)153,523146,416-7,10732,37235,0972.42%+2,726
NVIDIA Corp(NVDA)0329,130+329,130044,1993.05%+44,199
Apple Inc.(AAPL)112,894112,894026,30428,2711.95%+1,967
Lam Research Corporation(LRCX)024,638+24,63801,7800.12%+1,780
Northern Trust Corp.(NTRS)015,931+15,93101,6330.11%+1,633
State Street Corp(STT)56,50466,813+10,3094,9996,5580.45%+1,559
Applied Industrial Tech(AIT)25,12229,597+4,4755,6057,0880.49%+1,482
ESAB Corp(ESAB)9,98020,977+10,9971,0612,5160.17%+1,455
Zscaler, Inc.(ZS)016,788+16,78803,0290.21%+3,029
Halliburton Company(HAL)048,350+48,35001,3150.09%+1,315
Mastercard Inc.(MA)32,88532,885016,23917,3161.19%+1,078
Salesforce, Inc(CRM)17,18117,18104,7035,7440.40%+1,042
Global Payments Inc.(GPN)101,601101,601010,40611,3850.79%+979
Amphenol Corp.0186,424+186,424012,9470.89%+12,947
Stryker Corp(SYK)4,3046,164+1,8601,5552,2190.15%+664
Gilead Sciences Inc.(GILD)83,10582,368-7376,9677,6080.52%+641
M/I Homes, Inc.(MHO)04,521+4,52106010.04%+601
Intuitive Surgical, Inc.10,71011,023+3135,2625,7540.40%+492
CrowdStrike Holdings, Inc.(CRWD)07,676+7,67602,6260.18%+2,626
Fortinet, Inc.(FTNT)25,98025,98002,0152,4550.17%+440
F5 Networks Inc.(FFIV)13,96113,96103,0743,5110.24%+437
Bank of New York Mellon Corp.107,177105,760-1,4177,7028,1260.56%+424
Cirrus Logic Inc.(CRUS)043,814+43,81404,3630.30%+4,363
Exelixis Inc.(EXEL)086,544+86,54402,8820.20%+2,882
Paylocity Holding Corporation(PCTY)8,9308,93001,4731,7810.12%+308
Advanced Energy Industries28,32828,32802,9813,2760.23%+294
Jazz Pharmaceuticals plc(JAZZ)22,29522,29502,4842,7460.19%+262
Cardinal Health Inc.(CAH)27,49327,49303,0393,2520.22%+213
CAVA Group Inc(CAVA)01,830+1,83002060.01%+206
Barrett Business Services Inc33,46333,46301,2551,4540.10%+198
Artisan Partners Asset Mangmnt(APAM)12,32816,405+4,0775347060.05%+172
Tower Semiconductor Ltd(TSEM)19,99719,99708851,0300.07%+145
Paychex, Inc.(PAYX)35,71535,175-5404,7934,9320.34%+140
Kulicke & Soffa Industries(KLIC)087,414+87,41404,0790.28%+4,079
Coterra Energy065,000+65,00001,6600.11%+1,660
Prestige Cons Healthcare, Inc.(PBH)14,55514,55501,0491,1370.08%+87
Cohu, Inc.(COHU)083,704+83,70402,2350.15%+2,235
PayPal Holdings, Inc.(PYPL)015,881+15,88101,3550.09%+1,355
Energizer Holdings(ENR)18,64418,64405926500.04%+58
AllianceBernstein Hldg(AB)23,21423,21408108610.06%+51
CNO Financial Group, Inc.20,92320,92307347790.05%+44
Kadant Inc(KAI)4,6684,66801,5781,6100.11%+33
CSG Systems International10,00010,00004875110.04%+25
Incyte Corp(INCY)19,52219,022-5001,2901,3140.09%+23
Asbury Automotive Group3,6483,64808708870.06%+16
Murphy USA, Inc.(MUSA)1,0241,02405055140.04%+9
BWX Technologies, Inc.(BWXT)3,0003,00003263340.02%+8
Veeva Systems Inc.(VEEV)10,22110,22102,1452,1490.15%+4
Selective Insurance Group(SIGI)7,5307,53007037040.05%+2
Republic Services Inc.(RSG)2,3232,32304674670.03%+1
CF Industries Holdings, Inc.(CF)5,1595,15904434400.03%-2
IBM Corp(IBM)5,9045,907+31,3051,2990.09%-7
Jack Henry & Associates(JKHY)11,78611,78602,0812,0660.14%-15
Silicon Motion Tech ADS(SIMO)034,246+34,24601,8510.13%+1,851
Viatris, Inc.(VTRS)32,60728,547-4,0603793550.02%-23
Curtiss-Wright Corp.(CW)1,6201,434-1865325090.04%-24
Bio-Rad Laboratories Cl A4,1074,10701,3741,3490.09%-25
Pool Corporation(POOL)1,0301,03003883510.02%-37
Thor Industries Inc.(THO)3,4903,49003843340.02%-49
Hartford Financial Services(HIG)6,2736,27307386860.05%-52
InMode Ltd(INMD)39,43235,946-3,4866686000.04%-68
Cencora, Inc.13,75313,453-3003,0963,0230.21%-73
Kforce Inc.(KFRC)15,67115,67109638890.06%-74
ICF International, Inc.(ICFI)6,6728,672+2,0001,1131,0340.07%-79
Verint Systems Inc.12,4988,583-3,9153172360.02%-81
Accenture Plc
SHS CLASS A
50,12350,123017,71717,6331.22%-85
United Therapeutics Corp.(UTHR)07,365+7,36502,5990.18%+2,599
Korn Ferry(KFY)12,34812,34809298330.06%-96
Diodes Inc.(DIOD)033,504+33,50402,0660.14%+2,066
Concentrix Corporation(CNXC)013,134+13,13405680.04%+568
Carlisle Companies Inc.(CSL)1,4051,40506325180.04%-114
V2X, Inc.(VVX)16,89016,89009438080.06%-136
Akamai Technologies Inc.(AKAM)146,049152,694+6,64514,74414,6051.01%-138
Quest Diagnostics Inc(DGX)18,02517,442-5832,7982,6310.18%-167
Medtronic PLC(MDT)16,66216,66201,5001,3310.09%-169
Transdigm Group, Inc.(TDG)400317-835714020.03%-169
Johnson & Johnson(JNJ)10,18310,18301,6501,4730.10%-178
Tenet Healthcare Corp(THC)3,7003,350-3506154230.03%-192
Ensign Group, Inc. (The)(ENSG)19,98119,98102,8742,6550.18%-219
Ambarella, Inc.(AMBA)9,3113,986-5,3255252900.02%-235
Zimmer Biomet Holdings, Inc.(ZBH)86,57086,215-3559,3459,1070.63%-238
Merck & Co. Inc.(MRK)017,168+17,16801,7080.12%+1,708
Enphase Energy, Inc.(ENPH)2,2700-2,2702570-257
Revvity, Inc.(RVTY)17,55117,55102,2421,9590.14%-283
Novo-Nordisk A/S(NVO)9,2839,28301,1057990.06%-307
Amdocs Limited(DOX)0108,812+108,81209,2640.64%+9,264
UnitedHealth Group, Inc.(UNH)4,1694,16902,4382,1090.15%-329
Parsons Corp(PSN)28,79028,79002,9852,6560.18%-329
Molina Healthcare, Inc.(MOH)6,1646,16402,1241,7940.12%-330
Seagate Technology
ORD SHS
5,2702,666-2,6045772300.02%-347
Check Point Software
ORD
59,00859,008011,37711,0170.76%-361
Vertex Pharmaceuticals(VRTX)4,7594,571-1882,2131,8410.13%-373
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