Blue Oak Capital, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $190 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $21.7B, Ishares Core U.S. Aggregate Bo with a value of $21.4B, Dimensional ETF Tr Dimensional with a value of $17.5B, J P Morgan Exchg Traded Fd with a value of $11.1B, and Ishares Barclays 10 20 Yr Trea with a value of $8.09B.

Examining the 13F form we can see an increase of $9.12B in the current position value, from $181B to 190B.

Blue Oak Capital, LLC is based out at Menlo Park, CA

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

Portfolio value $190 Billion
ETFs: $134 Billion
Technology: $3.32 Billion
Financial Services: $748 Million
Consumer Cyclical: $409 Million
Communication Services: $347 Million
Consumer Defensive: $245 Million
Healthcare: $216 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $190 Billion
  • Prior Value $181 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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