Oakview Capital Management as of March 31, 2022
Portfolio Holdings for Oakview Capital Management
Oakview Capital Management holds 16 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Air Products & Chemicals (APD) | 9.4 | $21M | 85k | 249.91 | |
Metropcs Communications (TMUS) | 8.4 | $19M | 148k | 128.35 | |
Deere & Company (DE) | 8.1 | $18M | 44k | 415.45 | |
Chubb (CB) | 6.9 | $16M | 73k | 213.89 | |
J.B. Hunt Transport Services (JBHT) | 6.8 | $15M | 77k | 200.79 | |
Comcast Corp Cl A (CMCSA) | 6.7 | $15M | 324k | 46.82 | |
Dow (DOW) | 6.4 | $15M | 228k | 63.72 | |
Corteva (CTVA) | 6.0 | $14M | 236k | 57.48 | |
Meta Platforms Cl A (META) | 5.9 | $13M | 60k | 222.35 | |
Advance Auto Parts (AAP) | 5.7 | $13M | 62k | 206.96 | |
Alphabet Cap Stk Cl A (GOOGL) | 5.3 | $12M | 4.3k | 2781.28 | |
American Intl Group Com New (AIG) | 5.1 | $12M | 185k | 62.77 | |
SYSCO Corporation (SYY) | 5.1 | $12M | 142k | 81.65 | |
General Dynamics Corporation (GD) | 4.9 | $11M | 46k | 241.18 | |
Amer (UHAL) | 4.9 | $11M | 18k | 596.94 | |
United Parcel Service CL B (UPS) | 4.3 | $9.7M | 45k | 214.47 |