Great Oak Capital Partners, LLC Portfolio Holdings

Great Oak Capital Partners, LLC

  • $299 Billion
  • Q4 2024

Great Oak Capital Partners, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $299 Billion distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $67B, Dimensional ETF Tr Dimensional with a value of $30.9B, Dimensional ETF Tr Emerging Mk with a value of $26.1B, Dimensional ETF Tr Core Fxd In with a value of $25.3B, and Dimensional ETF Trust with a value of $24.3B.

Examining the 13F form we can see an increase of $9.96B in the current position value, from $289B to 299B.

Great Oak Capital Partners, LLC is based out at South Easton, MA

Below you can find more details about Great Oak Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $299 Billion
ETFs: $239 Billion
Technology: $2.12 Billion
Financial Services: $1.38 Billion
Utilities: $969 Million
Consumer Cyclical: $945 Million
Communication Services: $945 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.58T
$1.17 Billion 0.39% of portfolio
4,985
Q4 2024 Added 0.14%
$772B
$1.1 Billion 0.37% of portfolio
4,493
Q4 2024 Added 0.56%
$3.19T
$950 Million 0.32% of portfolio
2,277
Q4 2024 Reduced 0.18%
$20.2B
$969 Million 0.32% of portfolio
17,350
Q4 2024 Added 0.23%
$2.35T
$626 Million 0.21% of portfolio
2,864
Q4 2024 Reduced 14.15%
$1.21T
$517 Million 0.17% of portfolio
2,691
Q4 2024 Reduced 0.44%
$1.18T
$428 Million 0.14% of portfolio
2,241
Q3 2024 Added 0.04%
$1.34T
$320 Million 0.11% of portfolio
793
Q4 2024 Reduced 11.3%
$610B
$280 Million 0.09% of portfolio
631
Q4 2024 Reduced 14.5%

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $299 Billion
  • Prior Value $289 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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