Oak Root
Latest statistics and disclosures from Oak Root's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVUS, AVLC, AVDE, AVEM, VOO, and represent 89.54% of Oak Root's stock portfolio.
- Added to shares of these 2 stocks: SCZ, SLYG.
- Started 1 new stock position in SCZ.
- Reduced shares in these 10 stocks: VOO (-$6.2M), IHI (-$5.4M), IDEV, VUG, VXF, IEMG, VTV, VIGI, RSP, MDYG.
- Sold out of its position in IHI.
- Oak Root was a net seller of stock by $-16M.
- Oak Root has $768M in assets under management (AUM), dropping by -3.07%.
- Central Index Key (CIK): 0002027377
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Portfolio Holdings for Oak Root
Oak Root holds 15 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Past Filings by Oak Root
SEC 13F filings are viewable for Oak Root going back to 2023
- Oak Root 2024 Q4 filed Jan. 30, 2025
- Oak Root 2024 Q3 filed Oct. 30, 2024
- Oak Root 2024 Q2 filed Aug. 1, 2024
- Oak Root 2024 Q1 filed July 10, 2024
- Oak Root 2023 Q4 filed June 24, 2024