Oakview Capital Management as of June 30, 2022
Portfolio Holdings for Oakview Capital Management
Oakview Capital Management holds 14 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Air Products & Chemicals (APD) | 11.0 | $22M | 91k | 240.48 | |
| Metropcs Communications (TMUS) | 10.2 | $20M | 152k | 134.54 | |
| Deere & Company (DE) | 8.8 | $18M | 58k | 299.47 | |
| Comcast Corporation (CMCSA) | 7.7 | $15M | 392k | 39.24 | |
| United Parcel Service (UPS) | 7.4 | $15M | 81k | 182.54 | |
| Chubb (CB) | 7.4 | $15M | 75k | 196.58 | |
| Amer (UHAL) | 7.2 | $14M | 30k | 478.23 | |
| Alphabet Inc Class A cs (GOOGL) | 6.9 | $14M | 6.3k | 2179.26 | |
| J.B. Hunt Transport Services (JBHT) | 6.9 | $14M | 87k | 157.47 | |
| SYSCO Corporation (SYY) | 6.2 | $12M | 145k | 84.71 | |
| Corteva (CTVA) | 5.9 | $12M | 216k | 54.14 | |
| General Dynamics Corporation (GD) | 5.2 | $10M | 47k | 221.25 | |
| American International (AIG) | 4.9 | $9.7M | 190k | 51.13 | |
| Dow (DOW) | 4.3 | $8.5M | 165k | 51.61 |
