Stock Taper 
OAK ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 125 | $248.68K |
 Markel Corporation | MKL | 125 | $244.13K |
 United Rentals, Inc. | URI | 233 | $263.96K |
 RBC Bearings Incorporated | RBC | 349 | $224.78K |
 Parker-Hannifin Corporation | PH | 423 | $413.75K |
 Broadcom Inc. | AVGO | 575 | $217.21K |
 Cummins Inc. | CMI | 596 | $425.07K |
 Applied Materials, Inc. | AMAT | 667 | $482.24K |
 Jabil Inc. | JBL | 841 | $324.19K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 850 | $405.94K |
 Packaging Corporation of America | PKG | 949 | $226.13K |
 Constellation Energy Corporation | CEG | 975 | $242.16K |
 Regeneron Pharmaceuticals, Inc. | REGN | 1.1K | $685.89K |
 Union Pacific Corporation | UNP | 1.14K | $309.81K |
 Domino's Pizza, Inc. | DPZ | 1.2K | $354.95K |
 The Goldman Sachs Group, Inc. | GS | 1.47K | $1.49M |
 Berkshire Hathaway Inc. | BRK-B | 1.5K | $750.59K |
 Valero Energy Corporation | VLO | 1.65K | $430.51K |
 Tesla, Inc. | TSLA | 1.77K | $746.14K |
 The Allstate Corporation | ALL | 2.01K | $477.78K |