OXFORD FINANCIAL GROUP LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ISRG | 364K | $167.69M |
 | KE | 342K | $8.11M |
 | CPRT | 279K | $9.26M |
 | HGTY | 170K | $1.79M |
 | AAPL | 166K | $42.02M |
 | SYBT | 146K | $9.69M |
 | LLY | 130K | $119.22M |
 | NVDA | 115K | $20.07M |
 | HBNC | 83K | $1.37M |
 | MCD | 81K | $25.12M |
 | HNI | 63K | $2.11M |
 | JPM | 45K | $13.18M |
 | MSFT | 39K | $14.39M |
 | NI | 34K | $1.57M |
FLUSHING FINL CORP | FFIC | 33K | $499.37K |
 | ATEC | 30K | $326.40K |
 | AMZN | 27K | $5.68M |
 | GLW | 24K | $3.28M |
 | IVVD | 23K | $30.02K |
 | OBDC | 20K | $226.59K |
Intuitive Surgical, Inc.
ISRG
Shares Held
364K
Value
$167.69M
Kimball Electronics, Inc.
KE
Shares Held
342K
Value
$8.11M
Copart, Inc.
CPRT
Shares Held
279K
Value
$9.26M
Hagerty, Inc.
HGTY
Shares Held
170K
Value
$1.79M
Apple Inc.
AAPL
Shares Held
166K
Value
$42.02M
Stock Yards Bancorp, Inc.
SYBT
Shares Held
146K
Value
$9.69M
Eli Lilly and Company
LLY
Shares Held
130K
Value
$119.22M
NVIDIA Corporation
NVDA
Shares Held
115K
Value
$20.07M
Horizon Bancorp, Inc.
HBNC
Shares Held
83K
Value
$1.37M
McDonald's Corporation
MCD
Shares Held
81K
Value
$25.12M
HNI Corporation
HNI
Shares Held
63K
Value
$2.11M
JPMorgan Chase & Co.
JPM
Shares Held
45K
Value
$13.18M
Microsoft Corporation
MSFT
Shares Held
39K
Value
$14.39M
NiSource Inc
NI
Shares Held
34K
Value
$1.57M
FLUSHING FINL CORP
FFIC
Shares Held
33K
Value
$499.37K
Alphatec Holdings, Inc.
ATEC
Shares Held
30K
Value
$326.40K
Amazon.com, Inc.
AMZN
Shares Held
27K
Value
$5.68M
Corning Inc
GLW
Shares Held
24K
Value
$3.28M
Invivyd, Inc.
IVVD
Shares Held
23K
Value
$30.02K
Blue Owl Capital Corporation
OBDC
Shares Held
20K
Value
$226.59K