Blue Oak Capital, LLC Purchases and Sells in Q2 2025

Blue Oak Capital, LLC

$190 Billion
Q2 2025

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	88.3K + 69.29%	$96.84 - $99.46 $8.55M - $8.78M	216K $21.4B
JCPB	52.6K + 12.86%	$45.9 - $47.2 $2.41M - $2.48M	461K $21.7B
DFSB	16K + 5.04%	N/A	334K $17.5B
PIMCO ETF TR	41K + 18.94%	N/A	257K $6.83B
DFSD	21.4K + 20.26%	$47.09 - $48.01 $1.01M - $1.03M	127K $6.11B
BND	12.2K + 51.08%	$72.02 - $73.82 $878K - $900K	36K $2.65B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACWF	35.9K New	N/A	35.9K $1.73B
IEF	10.6K New	$93.15 - $96.56 $984K - $1.02M	10.6K $1.01B
GLD	1.62K New	$273.71 - $316.29 $445K - $514K	1.62K $495M
EFA	5.51K New	$72.96 - $90.39 $402K - $498K	5.51K $493M
GDX	8.28K New	$41.45 - $54.46 $343K - $451K	8.28K $431M
SHY	3.86K New	$82.21 - $83.12 $317K - $320K	3.86K $319M

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPHY	-65.1K - 89.54%	N/A	7.6K $355M
DFSU	-63.1K - 29.73%	N/A	149K $5.86B
DIMENSIONAL ETF TRUST	-56.9K - 21.07%	N/A	213K $6.62B
BBUS	-21.4K - 17.72%	$89.63 - $111.92 $1.92M - $2.4M	99.5K $11.1B
JPIE	-23.4K - 18.56%	$45.12 - $46.32 $1.05M - $1.08M	103K $4.75B
DIHP	-42.6K - 23.52%	$24.32 - $29.74 $1.04M - $1.27M	139K $4.09B

Activity Summary All Purchases 30 New Holdings 8 Increased Positions 22 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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