TigerOak Management
Latest statistics and disclosures from TigerOak Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, DGRW, AAPL, JEPI, SDY, and represent 41.47% of TigerOak Management's stock portfolio.
- Added to shares of these 10 stocks: SHYG, BKLN, DDWM, IBRX, JEPI, NUE, KLAC, MSFT, BMY, FLEX.
- Started 8 new stock positions in DVY, AMGN, ADI, DDWM, KLAC, FLEX, NUE, BMY.
- Reduced shares in these 10 stocks: , , VLTO, IWP, AAPL, DGRW, ADBE, GLD, UNH, NVDA.
- Sold out of its positions in IWP, CRM, VLTO, CRH.
- TigerOak Management was a net buyer of stock by $4.6M.
- TigerOak Management has $318M in assets under management (AUM), dropping by -3.17%.
- Central Index Key (CIK): 0002052586
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Portfolio Holdings for TigerOak Management
TigerOak Management holds 126 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.0 | $41M | 237k | 174.40 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 8.2 | $26M | 297k | 87.84 |
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| Apple (AAPL) | 7.7 | $25M | 96k | 253.79 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 6.8 | $22M | 383k | 56.68 |
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| Spdr Series Trust State Street Spd (SDY) | 5.7 | $18M | 124k | 145.94 |
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| Microsoft Corporation (MSFT) | 5.2 | $17M | 45k | 370.17 |
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| Amazon (AMZN) | 4.1 | $13M | 63k | 208.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $12M | 42k | 287.56 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.7 | $8.7M | 45k | 191.92 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.6 | $8.2M | 19k | 430.29 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $6.7M | 23k | 294.16 |
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| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 2.1 | $6.5M | 113k | 57.58 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 2.0 | $6.4M | +16% | 315k | 20.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $5.9M | 20k | 286.86 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.8 | $5.7M | 8.00 | 718140.00 |
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| Spdr Series Trust State Street Spd (KCE) | 1.2 | $3.9M | 28k | 137.60 |
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| Ishares Tr Us Aer Def Etf (ITA) | 1.2 | $3.9M | 18k | 218.75 |
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| Goldman Sachs (GS) | 1.2 | $3.8M | 4.5k | 845.99 |
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| Johnson & Johnson (JNJ) | 1.0 | $3.3M | +2% | 13k | 244.44 |
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| Cme (CME) | 0.9 | $2.9M | 9.9k | 295.35 |
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| Global X Fds Cybrscurty Etf (BUG) | 0.8 | $2.5M | 99k | 25.11 |
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| Linde SHS (LIN) | 0.7 | $2.4M | 4.8k | 495.76 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.7 | $2.2M | 18k | 125.13 |
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| Micron Technology (MU) | 0.6 | $2.1M | 6.1k | 337.84 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.6 | $2.0M | +85% | 47k | 42.31 |
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| TJX Companies (TJX) | 0.6 | $2.0M | 12k | 159.70 |
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| Chevron Corporation (CVX) | 0.6 | $1.9M | +4% | 9.4k | 206.90 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.6 | $1.9M | 36k | 52.76 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $1.9M | 2.9k | 650.34 |
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| McDonald's Corporation (MCD) | 0.6 | $1.9M | 6.0k | 310.79 |
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| Blackrock (BLK) | 0.5 | $1.7M | 1.7k | 961.71 |
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| Broadcom (AVGO) | 0.5 | $1.6M | +6% | 5.2k | 309.51 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.6M | +3% | 2.7k | 577.18 |
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| United Rentals (URI) | 0.5 | $1.5M | 2.0k | 728.56 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.5 | $1.4M | +5% | 48k | 29.99 |
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| Uber Technologies (UBER) | 0.4 | $1.3M | -4% | 18k | 71.93 |
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| Intercontinental Exchange (ICE) | 0.4 | $1.3M | 8.4k | 157.28 |
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| Morgan Stanley Com New (MS) | 0.4 | $1.3M | 8.0k | 164.57 |
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| Chubb (CB) | 0.4 | $1.3M | 4.0k | 325.93 |
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| Visa Com Cl A (V) | 0.4 | $1.3M | 4.1k | 302.24 |
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| Home Depot (HD) | 0.4 | $1.2M | 3.7k | 328.89 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.4 | $1.2M | 13k | 89.33 |
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| Nextera Energy (NEE) | 0.4 | $1.2M | +2% | 13k | 92.88 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.1M | 5.5k | 192.90 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $1.0M | 2.1k | 491.53 |
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| Coca-Cola Company (KO) | 0.3 | $1.0M | 14k | 76.05 |
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| Altria (MO) | 0.3 | $1.0M | +4% | 15k | 65.99 |
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| American Tower Reit (AMT) | 0.3 | $1.0M | -3% | 5.8k | 172.58 |
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| Danaher Corporation (DHR) | 0.3 | $931k | 4.9k | 189.60 |
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| Abbvie (ABBV) | 0.3 | $862k | 4.0k | 217.49 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $847k | -3% | 1.8k | 479.20 |
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| Grayscale Ethereum Staking E SHS (ETHE) | 0.3 | $825k | 48k | 17.07 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $818k | +14% | 15k | 55.52 |
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| Lowe's Companies (LOW) | 0.3 | $812k | 3.4k | 236.28 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $771k | -15% | 3.2k | 243.08 |
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| Colgate-Palmolive Company (CL) | 0.2 | $770k | 9.0k | 85.23 |
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| Wisdomtree Tr Dynamic Intl Eqt (DDWM) | 0.2 | $766k | NEW | 17k | 44.11 |
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| Union Pacific Corporation (UNP) | 0.2 | $766k | 3.2k | 242.62 |
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| Honeywell International (HON) | 0.2 | $754k | 3.3k | 226.03 |
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| Ameriprise Financial (AMP) | 0.2 | $731k | 1.6k | 444.40 |
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| Costco Wholesale Corporation (COST) | 0.2 | $722k | 725.00 | 996.43 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $701k | +16% | 4.8k | 146.28 |
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| Rockwell Automation (ROK) | 0.2 | $677k | 1.9k | 358.88 |
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| Ecolab (ECL) | 0.2 | $654k | 2.5k | 266.02 |
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| Grayscale Ethereum Staking Shs New (ETH) | 0.2 | $650k | +14% | 33k | 19.86 |
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| Bitmine Immersion Tecnologie Com New (BMNR) | 0.2 | $649k | +42% | 33k | 19.78 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $592k | 2.4k | 250.58 |
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| Advanced Micro Devices (AMD) | 0.2 | $575k | 2.8k | 203.43 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $559k | 2.6k | 213.67 |
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| Walt Disney Company (DIS) | 0.2 | $559k | -3% | 5.8k | 96.38 |
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| Immunitybio (IBRX) | 0.2 | $555k | +334% | 72k | 7.67 |
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| Crane Company Common Stock (CR) | 0.2 | $540k | 3.2k | 171.00 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $539k | 1.6k | 337.95 |
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| Tesla Motors (TSLA) | 0.2 | $493k | 1.3k | 371.75 |
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| Starbucks Corporation (SBUX) | 0.2 | $476k | -11% | 5.3k | 89.59 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $465k | 3.0k | 152.75 |
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| Eaton Corp SHS (ETN) | 0.1 | $461k | 1.3k | 357.67 |
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| Marvell Technology (MRVL) | 0.1 | $455k | 4.6k | 99.05 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $445k | +72% | 6.5k | 68.14 |
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| Eli Lilly & Co. (LLY) | 0.1 | $440k | 478.00 | 919.77 |
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| Dell Technologies CL C (DELL) | 0.1 | $439k | +8% | 2.7k | 164.13 |
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| Newmont Mining Corporation (NEM) | 0.1 | $433k | 4.0k | 108.25 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $428k | 324.00 | 1320.83 |
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| Pepsi (PEP) | 0.1 | $408k | 2.6k | 155.29 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $408k | +13% | 1.0k | 390.41 |
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| Caterpillar (CAT) | 0.1 | $400k | 564.00 | 708.46 |
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| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.1 | $389k | -12% | 12k | 31.58 |
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| Corning Incorporated (GLW) | 0.1 | $388k | 2.9k | 135.97 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $386k | -2% | 904.00 | 426.40 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $383k | 633.00 | 604.39 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $362k | 2.1k | 169.66 |
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| Medtronic SHS (MDT) | 0.1 | $361k | 4.2k | 86.65 |
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| Netflix (NFLX) | 0.1 | $356k | +58% | 3.7k | 96.15 |
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| Monolithic Power Systems (MPWR) | 0.1 | $344k | 315.00 | 1093.35 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $339k | 6.9k | 49.37 |
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| Merck & Co (MRK) | 0.1 | $338k | 2.8k | 120.29 |
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| Meta Platforms Cl A (META) | 0.1 | $330k | -12% | 577.00 | 572.13 |
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| Snowflake Com Shs (SNOW) | 0.1 | $330k | +15% | 2.2k | 150.82 |
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| Wal-Mart Stores (WMT) | 0.1 | $327k | 2.6k | 124.28 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $323k | +35% | 3.0k | 109.00 |
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| Ishares Msci Glb Slv&mtl (SLVP) | 0.1 | $319k | 9.0k | 35.46 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $303k | +32% | 6.6k | 45.89 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $296k | +12% | 8.2k | 35.94 |
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| Alps Etf Tr Clean Energy (ACES) | 0.1 | $289k | 8.6k | 33.51 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $273k | 2.8k | 97.23 |
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| Williams Companies (WMB) | 0.1 | $262k | 3.6k | 72.78 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $261k | 291.00 | 895.24 |
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| Cisco Systems (CSCO) | 0.1 | $261k | 3.4k | 77.59 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $247k | 1.4k | 173.45 |
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| Oracle Corporation (ORCL) | 0.1 | $244k | 1.7k | 147.11 |
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| Carrier Global Corporation (CARR) | 0.1 | $235k | 4.2k | 56.31 |
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| Nucor Corporation (NUE) | 0.1 | $231k | NEW | 1.4k | 169.10 |
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| Qualcomm (QCOM) | 0.1 | $230k | 1.8k | 128.78 |
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| UnitedHealth (UNH) | 0.1 | $228k | -32% | 841.00 | 270.59 |
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| Rocket Lab Corp (RKLB) | 0.1 | $227k | 3.5k | 64.22 |
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| Kla Corp Com New (KLAC) | 0.1 | $227k | NEW | 154.00 | 1472.41 |
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| Bristol Myers Squibb (BMY) | 0.1 | $220k | NEW | 3.6k | 60.65 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $217k | 469.00 | 463.19 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $214k | 2.6k | 82.74 |
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| Flextronics Intl Ord (FLEX) | 0.1 | $210k | NEW | 3.2k | 65.46 |
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| 3M Company (MMM) | 0.1 | $208k | 1.4k | 145.23 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $205k | NEW | 1.4k | 151.41 |
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| Analog Devices (ADI) | 0.1 | $204k | NEW | 641.00 | 318.14 |
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| Amgen (AMGN) | 0.1 | $203k | NEW | 576.00 | 351.85 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $200k | 5.0k | 40.08 |
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| Novavax Com New (NVAX) | 0.0 | $87k | 11k | 8.14 |
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Past Filings by TigerOak Management
SEC 13F filings are viewable for TigerOak Management going back to 2024
- TigerOak Management 2026 Q1 filed April 21, 2026
- 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