OXFORD FINANCIAL GROUP LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ISRG | 364K | $206.15M |
 | KE | 342K | $9.53M |
 | AAPL | 159K | $43.27M |
 | CPRT | 124K | $4.86M |
 | NVDA | 115K | $21.54M |
 | JPM | 41K | $13.09M |
 | MSFT | 37K | $18.00M |
 | IVVD | 23K | $57.04K |
 | AMZN | 21K | $4.84M |
 | NEE | 14K | $1.12M |
 | KO | 13K | $917.01K |
 | ETN | 12K | $3.81M |
 | GOOGL | 10K | $3.07M |
 | BAC | 10K | $538.56K |
 | FITB | 10K | $448.67K |
 | INTC | 9K | $348.85K |
 | JNJ | 9K | $1.89M |
 | AEP | 9K | $1.01M |
 | BP | 8K | $284.16K |
 | WMT | 8K | $890.17K |
Intuitive Surgical, Inc.
ISRG
Shares Held
364K
Value
$206.15M
Kimball Electronics, Inc.
KE
Shares Held
342K
Value
$9.53M
Apple Inc.
AAPL
Shares Held
159K
Value
$43.27M
Copart, Inc.
CPRT
Shares Held
124K
Value
$4.86M
NVIDIA Corporation
NVDA
Shares Held
115K
Value
$21.54M
JPMorgan Chase & Co.
JPM
Shares Held
41K
Value
$13.09M
Microsoft Corporation
MSFT
Shares Held
37K
Value
$18.00M
Invivyd, Inc.
IVVD
Shares Held
23K
Value
$57.04K
Amazon.com, Inc.
AMZN
Shares Held
21K
Value
$4.84M
NextEra Energy, Inc.
NEE
Shares Held
14K
Value
$1.12M
The Coca-Cola Company
KO
Shares Held
13K
Value
$917.01K
Eaton Corporation plc
ETN
Shares Held
12K
Value
$3.81M
Alphabet Inc.
GOOGL
Shares Held
10K
Value
$3.07M
Bank of America Corporation
BAC
Shares Held
10K
Value
$538.56K
Fifth Third Bancorp
FITB
Shares Held
10K
Value
$448.67K
Intel Corporation
INTC
Shares Held
9K
Value
$348.85K
Johnson & Johnson
JNJ
Shares Held
9K
Value
$1.89M
American Electric Power Company, Inc.
AEP
Shares Held
9K
Value
$1.01M
BP p.l.c.
BP
Shares Held
8K
Value
$284.16K
Walmart Inc.
WMT
Shares Held
8K
Value
$890.17K