OAK ASSET MANAGEMENT, LLC

PrivateCIK: 1726375
Location

WESTLAKE VILLAGE, CA

115
Positions
$311.01M
Total AUM (reported)
1.78M
Total Shares

Allocation by class

TOTAL AUM$311.01M115 positions
COM$269.57M86.7%
COM NEW$5.89M1.9%
COM CL A$5.26M1.7%
CAP STK CL A$5.18M1.7%
CAP STK CL C$4.65M1.5%
CORE DIV GRWTH$3.50M1.1%
CL A$3.18M1.0%

Portfolio Concentration

Top 324.3%4–1020.9%11–2524.7%Rest30.2%TOP 1045.1%0%100%
Top 3$75.49M24.3%
4–10$64.90M20.9%
11–25$76.69M24.7%
Rest$93.94M30.2%

Top 3 weight

24.3%

Top 10 weight

45.1%

Voting Authority Distribution

Total shares with voting rights: 1.78M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.78M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole115
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings115
Rows:

APPLE INC

SOLE
COM
Shares125.19K
TypeSH
Market value$36.22M
11.65%
Sole
0.00
Shared
0.00
None
125.19K

AMGEN INC

SOLE
COM
Shares57.75K
TypeSH
Market value$20.91M
6.72%
Sole
0.00
Shared
0.00
None
57.75K

NVIDIA CORPORATION

SOLE
COM
Shares91.70K
TypeSH
Market value$18.35M
5.90%
Sole
0.00
Shared
0.00
None
91.70K

CHEVRON CORPORATION

SOLE
COM
Shares77.99K
TypeSH
Market value$12.93M
4.16%
Sole
0.00
Shared
0.00
None
77.99K

RTX CORPORATION

SOLE
COM
Shares57.44K
TypeSH
Market value$10.90M
3.50%
Sole
0.00
Shared
0.00
None
57.44K

QUALCOMM INC

SOLE
COM
Shares58.80K
TypeSH
Market value$10.87M
3.49%
Sole
0.00
Shared
0.00
None
58.80K

ABBVIE INC

SOLE
COM
Shares35.10K
TypeSH
Market value$8.83M
2.84%
Sole
0.00
Shared
0.00
None
35.10K

FASTENAL CO

SOLE
COM
Shares178.72K
TypeSH
Market value$8.58M
2.76%
Sole
0.00
Shared
0.00
None
178.72K

JOHNSON & JOHNSON

SOLE
COM
Shares25.20K
TypeSH
Market value$6.40M
2.06%
Sole
0.00
Shared
0.00
None
25.20K

MICROSOFT CORP

SOLE
COM
Shares17.13K
TypeSH
Market value$6.39M
2.05%
Sole
0.00
Shared
0.00
None
17.13K

FEDEX CORP

SOLE
COM
Shares19.89K
TypeSH
Market value$6.23M
2.00%
Sole
0.00
Shared
0.00
None
19.89K

ORACLE CORP

SOLE
COM
Shares42.26K
TypeSH
Market value$6.19M
1.99%
Sole
0.00
Shared
0.00
None
42.26K

JPMORGAN CHASE & CO

SOLE
COM
Shares17.92K
TypeSH
Market value$5.87M
1.89%
Sole
0.00
Shared
0.00
None
17.92K

STRYKER CORPORATION

SOLE
COM
Shares18.10K
TypeSH
Market value$5.70M
1.83%
Sole
0.00
Shared
0.00
None
18.10K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares5.77K
TypeSH
Market value$5.40M
1.74%
Sole
0.00
Shared
0.00
None
5.77K

VISA INC

SOLE
COM CL A
Shares15.34K
TypeSH
Market value$5.26M
1.69%
Sole
0.00
Shared
0.00
None
15.34K

ALPHABET INC

SOLE
CAP STK CL A
Shares14.50K
TypeSH
Market value$5.18M
1.67%
Sole
0.00
Shared
0.00
None
14.50K

CVS HEALTH CORP

SOLE
COM
Shares47.62K
TypeSH
Market value$4.93M
1.58%
Sole
0.00
Shared
0.00
None
47.62K

CISCO SYS INC

SOLE
COM
Shares41.15K
TypeSH
Market value$4.83M
1.55%
Sole
0.00
Shared
0.00
None
41.15K

MCDONALDS CORP

SOLE
COM
Shares17.77K
TypeSH
Market value$4.80M
1.54%
Sole
0.00
Shared
0.00
None
17.77K

INTEL CORP

SOLE
COM
Shares34.33K
TypeSH
Market value$4.79M
1.54%
Sole
0.00
Shared
0.00
None
34.33K

ALPHABET INC

SOLE
CAP STK CL C
Shares13.16K
TypeSH
Market value$4.65M
1.50%
Sole
0.00
Shared
0.00
None
13.16K

CATERPILLAR INC

SOLE
COM
Shares4.33K
TypeSH
Market value$4.61M
1.48%
Sole
0.00
Shared
0.00
None
4.33K

LOWES COS INC

SOLE
COM
Shares20.42K
TypeSH
Market value$4.50M
1.45%
Sole
0.00
Shared
0.00
None
20.42K

MORGAN STANLEY

SOLE
COM NEW
Shares17.87K
TypeSH
Market value$3.74M
1.20%
Sole
0.00
Shared
0.00
None
17.87K
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