Long-term investor
Oak Asset Management, LLC @oakassetmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001726375).
Record
- Tracked since 2025-06-30 (445 days), 59 trades recorded
- Returns: week n/a · month n/a · 90 days +6.0% · 6 months n/a · 1 year +16.2% · all +16.2%
- Max drawdown n/a · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 11.6% · long · since 2025-06-30
- AMGN · 6.7% · long · since 2025-06-30
- NVDA · 5.9% · long · since 2025-06-30
- CVX · 4.2% · long · since 2025-06-30
- RTX · 3.5% · long · since 2025-06-30
- QCOM · 3.5% · long · since 2025-06-30
- ABBV · 2.8% · long · since 2025-06-30
- FAST · 2.8% · long · since 2025-06-30
- JNJ · 2.1% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- FDX · 2.0% · long · since 2025-06-30
- ORCL · 2.0% · long · since 2025-06-30