Blue Oak Capital, LLC Incresed Positions in Q2 2025

Blue Oak Capital, LLC

  • $190 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
88.3K
+ 69.29%
$96.84 - $99.46 $8.55M - $8.78M
216K $21.4B
JCPB
J P Morgan Exchange Traded Fd

ETFs
52.6K
+ 12.86%
$45.9 - $47.2 $2.41M - $2.48M
461K $21.7B
DFSB
Dimensional ETF Tr Dimensional
16K
+ 5.04%
N/A
334K $17.5B
Pimco ETF Tr
41K
+ 18.94%
N/A
257K $6.83B
DFSD
Dimensional ETF Tr Short Durat

ETFs
21.4K
+ 20.26%
$47.09 - $48.01 $1.01M - $1.03M
127K $6.11B
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.2K
+ 51.08%
$72.02 - $73.82 $878K - $900K
36K $2.65B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
9.65K
+ 58.62%
$56.88 - $70.77 $549K - $683K
26.1K $1.85B
AAPL
Apple Inc.

Technology
3.77K
+ 77.53%
$172.42 - $223.89 $650K - $844K
8.64K $1.77B
BOND
Pimco Active Bond Exchange Tra

ETFs
5.05K
+ 11.04%
$89.87 - $92.93 $454K - $469K
50.8K $4.68B
JGRO
J P Morgan Exchange Traded Fd
476
+ 1.47%
N/A
32.9K $2.83B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
7.04K
+ 9.89%
$45.12 - $46.23 $318K - $326K
78.2K $3.62B
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
1.24K
+ 5.49%
$50.29 - $64.29 $62.2K - $79.5K
23.8K $1.53B
JIGB
Jpmorgan Tr Corporate Bond Res

ETFs
3.82K
+ 16.29%
N/A
27.2K $1.24B
Pimco ETF Tr
3.1K
+ 61.65%
N/A
8.14K $399M
Vanguard Calif Tax Free Fds
1.43K
+ 8.07%
N/A
19.1K $1.86B
AMZN
Amazon Com Inc

Consumer Cyclical
20
+ 1.08%
$167.32 - $223.3 $3.35K - $4.47K
1.87K $409M
GOOGL
Alphabet Inc.

Communication Services
101
+ 5.4%
$144.7 - $178.6 $14.6K - $18K
1.97K $347M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
67
+ 0.81%
$50.39 - $60.05 $3.38K - $4.02K
8.3K $498M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
237
+ 4.55%
$50.52 - $50.92 $12K - $12.1K
5.45K $277M
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
13
+ 0.09%
$18.18 - $20.14 $236 - $262
14.2K $286M
JNJ
Johnson & Johnson

Healthcare
25
+ 1.8%
$146.36 - $159.82 $3.66K - $4K
1.42K $216M
Activity Summary
Buys All Purchases 30 New Holdings 8 Increased Positions 22 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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