OXFORD FINANCIAL GROUP LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ISRG | 374K | $167.34M |
 | KE | 342K | $10.23M |
 | HGTY | 170K | $2.05M |
 | LLY | 151K | $115.22M |
 | SYBT | 146K | $10.21M |
 | AAPL | 137K | $34.91M |
 | NVDA | 130K | $24.22M |
 | CPRT | 124K | $5.58M |
 | HBNC | 83K | $1.33M |
 | MCD | 80K | $24.40M |
 | NRGV | 51K | $150.58K |
 | F | 46K | $546.70K |
 | MSFT | 46K | $23.58M |
 | JPM | 41K | $13.03M |
 | ATEC | 40K | $581.60K |
 | HNI | 35K | $1.63M |
 | NI | 34K | $1.45M |
 | BX | 24K | $4.11M |
 | AMZN | 24K | $5.19M |
 | IVVD | 23K | $25.40K |
Intuitive Surgical, Inc.
ISRG
Shares Held
374K
Value
$167.34M
Kimball Electronics, Inc.
KE
Shares Held
342K
Value
$10.23M
Hagerty, Inc.
HGTY
Shares Held
170K
Value
$2.05M
Eli Lilly and Company
LLY
Shares Held
151K
Value
$115.22M
Stock Yards Bancorp, Inc.
SYBT
Shares Held
146K
Value
$10.21M
Apple Inc.
AAPL
Shares Held
137K
Value
$34.91M
NVIDIA Corporation
NVDA
Shares Held
130K
Value
$24.22M
Copart, Inc.
CPRT
Shares Held
124K
Value
$5.58M
Horizon Bancorp, Inc.
HBNC
Shares Held
83K
Value
$1.33M
McDonald's Corporation
MCD
Shares Held
80K
Value
$24.40M
Energy Vault Holdings, Inc.
NRGV
Shares Held
51K
Value
$150.58K
Ford Motor Company
F
Shares Held
46K
Value
$546.70K
Microsoft Corporation
MSFT
Shares Held
46K
Value
$23.58M
JPMorgan Chase & Co.
JPM
Shares Held
41K
Value
$13.03M
Alphatec Holdings, Inc.
ATEC
Shares Held
40K
Value
$581.60K
HNI Corporation
HNI
Shares Held
35K
Value
$1.63M
NiSource Inc.
NI
Shares Held
34K
Value
$1.45M
Blackstone Inc.
BX
Shares Held
24K
Value
$4.11M
Amazon.com, Inc.
AMZN
Shares Held
24K
Value
$5.19M
Invivyd, Inc.
IVVD
Shares Held
23K
Value
$25.40K