Stock Taper

OAK ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Tesla, Inc.TSLA1.77K$746.14K
Valero Energy CorporationVLO1.65K$430.51K
Berkshire Hathaway Inc.BRK-B1.5K$750.59K
The Goldman Sachs Group, Inc.GS1.47K$1.49M
Domino's Pizza, Inc.DPZ1.2K$354.95K
Union Pacific CorporationUNP1.14K$309.81K
Regeneron Pharmaceuticals, Inc.REGN1.1K$685.89K
Constellation Energy CorporationCEG975$242.16K
Packaging Corporation of AmericaPKG949$226.13K
Taiwan Semiconductor Manufacturing Company LimitedTSM850$405.94K
Jabil Inc.JBL841$324.19K
Applied Materials, Inc.AMAT667$482.24K
Cummins Inc.CMI596$425.07K
Broadcom Inc.AVGO575$217.21K
Parker-Hannifin CorporationPH423$413.75K
RBC Bearings IncorporatedRBC349$224.78K
United Rentals, Inc.URI233$263.96K
Markel CorporationMKL125$244.13K
ASML Holding N.V.ASML125$248.68K