Oak Family Advisors, LLC Portfolio Holdings
Oak Family Advisors, LLC
- $296 Million
- Q2 2025
Oak Family Advisors, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $296 Million distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $16.2M, Boeing CO with a value of $12.1M, Astrazeneca PLC with a value of $11.8M, Qualcomm Inc with a value of $11.5M, and Novo Nordisk A S with a value of $9.76M.
Examining the 13F form we can see an increase of $11.3M in the current position value, from $284M to 296M.
Below you can find more details about Oak Family Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$296 Million
ETFs: $86.1 Million
Technology: $58.2 Million
Industrials: $39.1 Million
Healthcare: $34 Million
Financial Services: $26.1 Million
Communication Services: $15.4 Million
Energy: $12.2 Million
Consumer Cyclical: $9.13 Million
Other: $15.2 Million