Fund HoldingsOAK ASSOCIATES LTD /OH/

Total Portfolio Value
$1.66B
Total Bought
$719.78M
Total Sold
$696.79M
Net Transaction
+$22.99M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Alphabet Inc. Class C(GOOG)0438,699+438,6990137,6648.27%+137,664
Amazon.com Inc.(AMZN)0525,474+525,4740121,2907.29%+121,290
KLA Corporation(KLAC)081,923+81,923099,5435.98%+99,543
Broadcom Limited(AVGO)0235,542+235,542081,5214.90%+81,521
Microsoft Corporation(MSFT)0149,068+149,068072,0924.33%+72,092
Cisco Systems Inc.(CSCO)0923,233+923,233071,1174.27%+71,117
Meta Platforms, Inc.(META)099,116+99,116065,4253.93%+65,425
NVIDIA Corp(NVDA)0324,605+324,605060,5393.64%+60,539
VISA Inc.(V)0159,131+159,131055,8093.35%+55,809
Alphabet Inc. Class A(GOOG)0161,967+161,967050,6963.05%+50,696
Charles Schwab Corp(SCHW)0447,925+447,925044,7522.69%+44,752
NXP Semiconductors NV
COM
0190,563+190,563041,3642.49%+41,364
Amgen Inc.(AMGN)0125,261+125,261040,9992.46%+40,999
JPMorgan Chase & Co(JPM)0123,286+123,286039,7252.39%+39,725
Oracle Corporation(ORCL)0164,614+164,614032,0851.93%+32,085
Apple Inc.(AAPL)0112,894+112,894030,6911.84%+30,691
Qualcomm Inc.(QCOM)0179,399+179,399030,6861.84%+30,686
Synopsys Inc.(SNPS)064,174+64,174030,1441.81%+30,144
Adobe Inc.(ADBE)079,329+79,329027,7641.67%+27,764
Lowes Companies Inc.(LOW)0105,377+105,377025,4131.53%+25,413
Amphenol Corp.0180,008+180,008024,3261.46%+24,326
Chubb Limited
COM
070,807+70,807022,1001.33%+22,100
Advanced Micro Devices(AMD)0102,316+102,316021,9121.32%+21,912
Novartis AG(NVS)0156,995+156,995021,6451.30%+21,645
NetApp, Inc.(NTAP)0194,712+194,712020,8521.25%+20,852
eBay Inc.(EBAY)0215,910+215,910018,8061.13%+18,806
Mastercard Inc.(MA)032,884+32,884018,7731.13%+18,773
Salesforce, Inc(CRM)68,49569,510+1,0151618,4141.11%+18,398
Laboratory Corp of America(LH)062,982+62,982015,8010.95%+15,801
Lockheed Martin Corp.(LMT)032,133+32,133015,5420.93%+15,542
Rockwell Automation Inc(ROK)34,84935,603+7541213,8520.83%+13,840
Netflix Inc(NFLX)0145,000+145,000013,5950.82%+13,595
Accenture Plc
SHS CLASS A
050,123+50,123013,4480.81%+13,448
Alcon Inc(ALC)0167,696+167,696013,2160.79%+13,216
The Cigna Group(CI)047,770+47,770013,1480.79%+13,148
Akamai Technologies Inc.(AKAM)0136,694+136,694011,9270.72%+11,927
Bank of New York Mellon Corp.093,534+93,534010,8580.65%+10,858
Gilead Sciences Inc.(GILD)086,776+86,776010,6510.64%+10,651
McKesson Corp(MCK)012,864+12,864010,5520.63%+10,552
Lam Research Corporation(LRCX)57,63855,438-2,20089,4900.57%+9,482
State Street Corp(STT)69,21071,117+1,90789,1750.55%+9,167
Amdocs Limited(DOX)0108,812+108,81208,7600.53%+8,760
Regeneron Pharmaceuticals(REGN)10,49010,560+7068,1510.49%+8,145
Assurant, Inc.(AIZ)32,93832,938077,9330.48%+7,926
Applied Industrial Tech(AIT)24,62424,444-18066,2760.38%+6,270
Advanced Energy Industries26,95125,014-1,93755,2370.31%+5,233
Cirrus Logic Inc.(CRUS)43,80341,675-2,12854,9380.30%+4,933
Intuitive Surgical, Inc.8,7608,674-8644,9130.30%+4,909
Cardinal Health Inc.(CAH)24,44321,023-3,42044,3200.26%+4,316
Paychex, Inc.(PAYX)35,17537,384+2,20944,1940.25%+4,189
Zscaler, Inc.(ZS)18,28818,288054,1130.25%+4,108
Jazz Pharmaceuticals plc(JAZZ)22,09521,741-35433,6960.22%+3,693
Kulicke & Soffa Industries(KLIC)81,75180,542-1,20933,6690.22%+3,666
CrowdStrike Holdings, Inc.(CRWD)7,6767,676043,5980.22%+3,594
Exelixis Inc.(EXEL)86,54478,689-7,85543,4490.21%+3,445
F5 Networks Inc.(FFIV)13,21113,211043,3720.20%+3,368
Cencora, Inc.10,6739,717-95633,2820.20%+3,279
United Therapeutics Corp.(UTHR)7,3656,703-66233,2660.20%+3,263
Veeva Systems Inc.(VEEV)14,44614,362-8443,2060.19%+3,202
Linde PLC(LIN)7,3987,398043,1540.19%+3,151
Flutter Entertainment PLC(FLUT)14,10214,102043,0320.18%+3,029
Quest Diagnostics Inc(DGX)17,44217,442033,0270.18%+3,023
Silicon Motion Tech ADS(SIMO)32,88432,294-59032,9940.18%+2,991
Newmont Mining Corp(NEM)28,63328,633022,8590.17%+2,857
Lantheus Holdings, Inc.(LNTH)039,164+39,16402,6060.16%+2,606
Medpace Holdings, Inc.(MEDP)4,4714,383-8822,4620.15%+2,459
MercadoLibre, Inc.(MELI)1,2001,200032,4170.15%+2,414
Thermo Fisher Scientific, Inc.(TMO)4,1184,037-8122,3390.14%+2,337
Clear Secure, Inc.(YOU)66,67165,606-1,06522,3010.14%+2,299
Cohu, Inc.(COHU)95,54993,819-1,73022,1830.13%+2,181
Northern Trust Corp.(NTRS)15,94015,940022,1770.13%+2,175
ESAB Corp(ESAB)21,07919,298-1,78122,1560.13%+2,154
Johnson & Johnson(JNJ)10,48310,281-20222,1280.13%+2,126
Vertex Pharmaceuticals(VRTX)4,7714,677-9422,1200.13%+2,118
Fortinet, Inc.(FTNT)25,98025,980022,0630.12%+2,061
Applovin Corp(APP)3,0003,000022,0210.12%+2,019
Ensign Group, Inc. (The)(ENSG)14,97611,191-3,78531,9490.12%+1,947
Incyte Corp(INCY)19,02218,643-37921,8410.11%+1,840
Palantir Technologies Inc.(PLTR)7,01010,310+3,30011,8330.11%+1,831
Merck & Co. Inc.(MRK)17,16816,835-33311,7720.11%+1,771
Coterra Energy65,00065,000021,7110.10%+1,709
IQVIA Holdings Inc.(IQV)7,6047,448-15611,6790.10%+1,677
Diodes Inc.(DIOD)33,38033,020-36021,6290.10%+1,627
National HealthCare Corp(NHC)11,95911,724-23511,6070.10%+1,606
Elevance Health, Inc.(ELV)4,3584,264-9411,4950.09%+1,493
Jack Henry & Associates(JKHY)11,7868,186-3,60021,4940.09%+1,492
Medtronic PLC(MDT)15,78715,485-30221,4870.09%+1,486
Tower Semiconductor Ltd(TSEM)20,26612,635-7,63111,4840.09%+1,482
Stryker Corp(SYK)4,3044,221-8321,4840.09%+1,482
iShares MSCI ACWI ex US ETF021,658+21,65801,4540.09%+1,454
Paylocity Holding Corporation(PCTY)8,9308,930011,3620.08%+1,360
Eli Lilly & Co.(LLY)1,1941,170-2411,2570.08%+1,256
Novo-Nordisk A/S(NVO)16,39421,642+5,24811,1010.07%+1,100
U.S. Bancorp(USB)20,00020,000011,0670.06%+1,066
Barrett Business Services Inc32,99127,877-5,11411,0090.06%+1,008
V2X, Inc.(VVX)17,05216,252-80018870.05%+886
Kadant Inc(KAI)3,2133,063-15018730.05%+872
AllianceBernstein Hldg(AB)022,193+22,19308540.05%+854
Prestige Cons Healthcare, Inc.(PBH)14,38213,682-70018440.05%+843
CNO Financial Group, Inc.20,81819,793-1,02518410.05%+840
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