TigerOak Management
Latest statistics and disclosures from TigerOak Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, DGRW, AAPL, JEPI, MSFT, and represent 42.84% of TigerOak Management's stock portfolio.
- Added to shares of these 10 stocks: BKLN, SHYG, BMNR, ETH, RKLB, SLV, AMZN, NFLX, BTC, B.
- Started 7 new stock positions in RKLB, XLU, BMNR, NFLX, B, SLV, IBRX.
- Reduced shares in these 10 stocks: NVDA, AAPL, DGRW, RSPN, GOOGL, ARM, KKR, ORCL, SDY, MSFT.
- Sold out of its positions in ARM, KKR.
- TigerOak Management was a net buyer of stock by $235k.
- TigerOak Management has $328M in assets under management (AUM), dropping by 1.74%.
- Central Index Key (CIK): 0002052586
Tip: Access up to 7 years of quarterly data
Positions held by TigerOak Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for TigerOak Management
TigerOak Management holds 122 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.5 | $44M | 238k | 186.50 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 8.1 | $27M | 298k | 89.43 |
|
|
| Apple (AAPL) | 8.1 | $26M | 97k | 271.86 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 6.6 | $22M | 378k | 57.24 |
|
|
| Microsoft Corporation (MSFT) | 6.5 | $21M | 44k | 483.62 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 5.3 | $17M | 124k | 139.16 |
|
|
| Amazon (AMZN) | 4.4 | $14M | 63k | 230.82 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $13M | -2% | 42k | 313.00 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.6 | $8.5M | 45k | 191.56 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 2.3 | $7.6M | 19k | 396.31 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.2 | $7.3M | 23k | 322.22 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 2.0 | $6.4M | -4% | 114k | 56.63 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $6.3M | 20k | 313.80 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.8 | $6.0M | 8.00 | 754800.00 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 1.7 | $5.7M | +19% | 271k | 21.00 |
|
| Spdr Series Trust State Street Spd (KCE) | 1.3 | $4.2M | 28k | 149.93 |
|
|
| Goldman Sachs (GS) | 1.2 | $3.9M | 4.4k | 879.00 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 1.2 | $3.9M | -4% | 18k | 214.69 |
|
| Global X Fds Cybrscurty Etf (BUG) | 0.9 | $3.0M | 97k | 30.46 |
|
|
| Johnson & Johnson (JNJ) | 0.8 | $2.7M | +4% | 13k | 206.95 |
|
| Cme (CME) | 0.8 | $2.7M | 9.8k | 273.08 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.8 | $2.5M | 36k | 68.36 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.7 | $2.4M | -5% | 18k | 132.37 |
|
| Linde SHS (LIN) | 0.6 | $2.1M | 4.8k | 426.39 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $2.0M | -3% | 2.9k | 681.92 |
|
| TJX Companies (TJX) | 0.6 | $1.9M | 12k | 153.61 |
|
|
| Blackrock (BLK) | 0.6 | $1.9M | 1.8k | 1070.34 |
|
|
| McDonald's Corporation (MCD) | 0.6 | $1.8M | -3% | 6.0k | 305.63 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.5 | $1.8M | +14% | 46k | 38.73 |
|
| Micron Technology (MU) | 0.5 | $1.7M | -6% | 6.1k | 285.41 |
|
| Broadcom (AVGO) | 0.5 | $1.7M | +4% | 4.9k | 346.10 |
|
| United Rentals (URI) | 0.5 | $1.7M | 2.1k | 809.32 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.6M | 2.6k | 614.31 |
|
|
| Uber Technologies (UBER) | 0.5 | $1.6M | -7% | 19k | 81.71 |
|
| Visa Com Cl A (V) | 0.4 | $1.4M | 4.1k | 350.71 |
|
|
| Morgan Stanley Com New (MS) | 0.4 | $1.4M | 7.9k | 177.53 |
|
|
| Chevron Corporation (CVX) | 0.4 | $1.4M | 9.0k | 152.42 |
|
|
| Intercontinental Exchange (ICE) | 0.4 | $1.4M | 8.4k | 161.96 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $1.3M | -5% | 3.8k | 349.99 |
|
| Home Depot (HD) | 0.4 | $1.3M | 3.7k | 344.10 |
|
|
| Chubb (CB) | 0.4 | $1.2M | 4.0k | 312.12 |
|
|
| Thermo Fisher Scientific (TMO) | 0.4 | $1.2M | -4% | 2.1k | 579.45 |
|
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.4 | $1.2M | 48k | 24.37 |
|
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.4 | $1.2M | 13k | 88.08 |
|
|
| Danaher Corporation (DHR) | 0.3 | $1.1M | 4.9k | 228.92 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $1.1M | +157% | 25k | 42.87 |
|
| American Tower Reit (AMT) | 0.3 | $1.1M | 6.1k | 175.57 |
|
|
| Raytheon Technologies Corp (RTX) | 0.3 | $1.0M | 5.5k | 183.40 |
|
|
| Nextera Energy (NEE) | 0.3 | $981k | 12k | 80.28 |
|
|
| Coca-Cola Company (KO) | 0.3 | $946k | 14k | 69.91 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $921k | 1.8k | 502.65 |
|
|
| Abbvie (ABBV) | 0.3 | $904k | 4.0k | 228.49 |
|
|
| Altria (MO) | 0.3 | $840k | +4% | 15k | 57.66 |
|
| Lowe's Companies (LOW) | 0.3 | $832k | 3.4k | 241.16 |
|
|
| Ameriprise Financial (AMP) | 0.2 | $807k | 1.6k | 490.34 |
|
|
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.2 | $799k | +64% | 29k | 28.06 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $751k | 13k | 58.12 |
|
|
| Rockwell Automation (ROK) | 0.2 | $734k | 1.9k | 389.07 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $734k | 3.2k | 231.32 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $730k | +2% | 4.1k | 177.75 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $715k | 9.1k | 79.02 |
|
|
| Walt Disney Company (DIS) | 0.2 | $686k | -2% | 6.0k | 113.77 |
|
| Honeywell International (HON) | 0.2 | $652k | 3.3k | 195.09 |
|
|
| Ecolab (ECL) | 0.2 | $649k | 2.5k | 262.52 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $625k | 725.00 | 862.34 |
|
|
| Bitmine Immersion Tecnologie Com New (BMNR) | 0.2 | $624k | NEW | 23k | 27.15 |
|
| Advanced Micro Devices (AMD) | 0.2 | $616k | -3% | 2.9k | 214.16 |
|
| Tesla Motors (TSLA) | 0.2 | $597k | 1.3k | 449.72 |
|
|
| Crane Company Common Stock (CR) | 0.2 | $584k | 3.2k | 184.43 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $551k | 2.6k | 210.34 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $514k | 478.00 | 1074.68 |
|
|
| Starbucks Corporation (SBUX) | 0.2 | $507k | -9% | 6.0k | 84.21 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $481k | +20% | 1.6k | 303.89 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $440k | -5% | 929.00 | 473.30 |
|
| Meta Platforms Cl A (META) | 0.1 | $433k | +12% | 656.00 | 660.09 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $431k | -4% | 920.00 | 468.76 |
|
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.1 | $430k | -6% | 14k | 30.54 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $421k | 3.1k | 137.87 |
|
|
| Snowflake Com Shs (SNOW) | 0.1 | $417k | +5% | 1.9k | 219.36 |
|
| UnitedHealth (UNH) | 0.1 | $411k | -7% | 1.2k | 330.11 |
|
| Eaton Corp SHS (ETN) | 0.1 | $411k | 1.3k | 318.51 |
|
|
| Medtronic SHS (MDT) | 0.1 | $404k | 4.2k | 96.06 |
|
|
| Newmont Mining Corporation (NEM) | 0.1 | $399k | 4.0k | 99.85 |
|
|
| Marvell Technology (MRVL) | 0.1 | $391k | 4.6k | 84.98 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $390k | +5% | 2.4k | 162.01 |
|
| Pepsi (PEP) | 0.1 | $383k | -2% | 2.7k | 143.52 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $382k | -3% | 7.0k | 54.77 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $347k | 324.00 | 1069.86 |
|
|
| salesforce (CRM) | 0.1 | $327k | -2% | 1.2k | 264.91 |
|
| Oracle Corporation (ORCL) | 0.1 | $324k | -37% | 1.7k | 194.91 |
|
| Caterpillar (CAT) | 0.1 | $323k | -6% | 564.00 | 572.87 |
|
| Dell Technologies CL C (DELL) | 0.1 | $309k | +30% | 2.5k | 125.88 |
|
| Ishares Msci Glb Slv&mtl (SLVP) | 0.1 | $308k | 9.0k | 34.27 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $306k | 633.00 | 483.67 |
|
|
| Qualcomm (QCOM) | 0.1 | $306k | -3% | 1.8k | 171.05 |
|
| Merck & Co (MRK) | 0.1 | $295k | 2.8k | 105.26 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $291k | +9% | 2.6k | 111.41 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $286k | -5% | 315.00 | 906.36 |
|
| Alps Etf Tr Clean Energy (ACES) | 0.1 | $280k | -2% | 8.6k | 32.42 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $270k | 2.8k | 96.27 |
|
|
| Marsh & McLennan Companies | 0.1 | $266k | 1.4k | 185.52 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $258k | 293.00 | 878.96 |
|
|
| Cisco Systems (CSCO) | 0.1 | $257k | 3.3k | 77.03 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $254k | 2.1k | 120.34 |
|
|
| Corning Incorporated (GLW) | 0.1 | $254k | -12% | 2.9k | 87.56 |
|
| Rocket Lab Corp (RKLB) | 0.1 | $247k | NEW | 3.5k | 69.76 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $245k | 7.3k | 33.45 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $244k | NEW | 3.8k | 64.42 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $241k | -8% | 2.2k | 110.21 |
|
| CRH Ord (CRH) | 0.1 | $240k | 1.9k | 124.80 |
|
|
| 3M Company (MMM) | 0.1 | $229k | 1.4k | 160.10 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $225k | 469.00 | 480.57 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $220k | 4.2k | 52.84 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.1 | $219k | 2.2k | 99.78 |
|
|
| Netflix (NFLX) | 0.1 | $219k | NEW | 2.3k | 93.76 |
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $218k | NEW | 5.0k | 43.55 |
|
| Williams Companies (WMB) | 0.1 | $217k | 3.6k | 60.11 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $216k | 2.6k | 83.76 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $212k | NEW | 5.0k | 42.69 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $208k | 1.5k | 136.94 |
|
|
| Novavax Com New (NVAX) | 0.0 | $72k | 11k | 6.72 |
|
|
| Immunitybio (IBRX) | 0.0 | $33k | NEW | 17k | 1.98 |
|
Past Filings by TigerOak Management
SEC 13F filings are viewable for TigerOak Management going back to 2024
- TigerOak Management 2025 Q4 filed Jan. 21, 2026
- TigerOak Management 2025 Q3 filed Nov. 10, 2025
- TigerOak Management 2025 Q2 filed July 16, 2025
- TigerOak Management 2025 Q1 filed April 23, 2025
- TigerOak Management 2024 Q4 filed Jan. 30, 2025