Oakview Capital Management

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