Great Oak Capital Partners
Latest statistics and disclosures from Great Oak Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAT, DFCF, DUHP, DFEM, DFLV, and represent 62.47% of Great Oak Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: DFAT (+$6.1M), DUHP (+$5.5M), DCOR, DFAR, DFSD, DFEM, DIHP, DFLV, DFCF, NBBK.
- Reduced shares in these 10 stocks: MTUM, IMTM, DFGR, ES, IVV, , AMZN, JPM, BRK.B, AAPL.
- Sold out of its positions in ES, IVV, TSLA.
- Great Oak Capital Partners was a net buyer of stock by $28M.
- Great Oak Capital Partners has $225M in assets under management (AUM), dropping by 20.27%.
- Central Index Key (CIK): 0002012868
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Great Oak Capital Partners holds 29 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Great Oak Capital Partners
SEC 13F filings are viewable for Great Oak Capital Partners going back to 2023
- Great Oak Capital Partners 2024 Q1 filed April 15, 2024
- Great Oak Capital Partners 2023 Q4 filed Feb. 26, 2024