Birnam Oak Advisors

Birnam Oak Advisors as of Sept. 30, 2025

Portfolio Holdings for Birnam Oak Advisors

Birnam Oak Advisors holds 32 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cyberark Software SHS (CYBR) 10.5 $46M 94k 483.15
Ishares Tr Msci Acwi Etf (ACWI) 8.8 $38M 277k 138.24
Interpublic Group of Companies (IPG) 8.7 $38M 1.4M 27.91
Frontier Communications Pare (FYBR) 8.7 $38M 1.0M 37.35
Verona Pharma Sponsored Ads (VRNA) 6.8 $30M 278k 106.71
Norfolk Southern (NSC) 6.6 $29M 96k 300.41
Chart Industries (GTLS) 5.4 $24M 118k 200.15
PNM Resources (TXNM) 5.1 $22M 390k 56.55
Kellogg Company (K) 4.5 $20M 238k 82.02
Ark Etf Tr Innovation Etf Put Option (ARKK) 3.6 $16M 180k 86.30
Spirit Aerosystems Hldgs Com Cl A (SPR) 3.5 $15M 391k 38.60
Echostar Corp Cl A (SATS) 3.4 $15M 193k 76.36
Vanguard Index Fds Growth Etf (VUG) 3.0 $13M 27k 479.61
Core Scientific (CORZ) 2.7 $12M 646k 17.94
Oklo Com Cl A Put Option (OKLO) 2.6 $11M 100k 111.63
Steelcase Cl A (SCS) 2.5 $11M 625k 17.20
Mr Cooper Group 2.1 $9.1M 43k 210.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $8.0M 16k 502.74
Vanguard Index Fds Value Etf (VTV) 1.6 $7.1M 38k 186.49
Advisorshares Tr Pure Us Cannabis (MSOS) 1.2 $5.0M 1.0M 4.79
Capital One Financial (COF) 1.0 $4.2M 20k 212.58
Ishares Tr Core Msci Euro (IEUR) 0.9 $3.7M 55k 68.12
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.8 $3.6M 55k 66.32
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.8 $3.6M 45k 79.80
Realogy Hldgs (HOUS) 0.7 $3.1M 297k 10.59
Microsoft Corporation (MSFT) 0.7 $3.1M 6.0k 517.95
Aercap Holdings Nv SHS (AER) 0.7 $3.0M 25k 121.00
Amazon (AMZN) 0.6 $2.7M 13k 219.57
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $2.1M 10k 206.51
Kohl's Corporation Call Option (KSS) 0.2 $769k 50k 15.37
Lionsgate Studios Corp (LION) 0.2 $690k 100k 6.90
Ishares Msci Jpn Etf New (EWJ) 0.1 $321k 4.0k 80.21