BULL OAK CAPITAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WFC | 7K | $589.83K |
 | OKLO | 5K | $247.95K |
 | PG | 5K | $699.60K |
 | QCOM | 5K | $581.83K |
 | SRE | 4K | $386.54K |
 | XOM | 3K | $590.76K |
 | PEP | 2K | $270.05K |
 | MSFT | 1K | $537.86K |
 | NVDA | 1K | $252.01K |
 | AAPL | 1K | $307.85K |
 | TRV | 1K | $314.43K |
 | ADBE | 952 | $231.41K |
 | INTU | 855 | $369.69K |
Wells Fargo & Company
WFC
Shares Held
7K
Value
$589.83K
Oklo Inc.
OKLO
Shares Held
5K
Value
$247.95K
The Procter & Gamble Company
PG
Shares Held
5K
Value
$699.60K
QUALCOMM Incorporated
QCOM
Shares Held
5K
Value
$581.83K
Sempra
SRE
Shares Held
4K
Value
$386.54K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$590.76K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$270.05K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$537.86K
NVIDIA Corporation
NVDA
Shares Held
1K
Value
$252.01K
Apple Inc.
AAPL
Shares Held
1K
Value
$307.85K
The Travelers Companies, Inc.
TRV
Shares Held
1K
Value
$314.43K
Adobe Inc.
ADBE
Shares Held
952
Value
$231.41K
Intuit Inc.
INTU
Shares Held
855
Value
$369.69K