Oakview Capital Management as of June 30, 2023
Portfolio Holdings for Oakview Capital Management
Oakview Capital Management holds 14 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Air Products & Chemicals (APD) | 10.0 | $23M | 77k | 299.53 | |
| United Parcel Service (UPS) | 9.5 | $22M | 122k | 179.25 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.4 | $22M | 182k | 119.70 | |
| Deere & Company (DE) | 9.3 | $22M | 53k | 405.19 | |
| CarMax (KMX) | 9.1 | $21M | 251k | 83.70 | |
| Metropcs Communications (TMUS) | 9.0 | $21M | 150k | 138.90 | |
| J.B. Hunt Transport Services (JBHT) | 7.6 | $18M | 97k | 181.03 | |
| Fnf (FNF) | 6.4 | $15M | 412k | 36.00 | |
| Comcast Corporation (CMCSA) | 5.6 | $13M | 312k | 41.55 | |
| Corteva (CTVA) | 5.6 | $13M | 225k | 57.30 | |
| Chubb (CB) | 5.5 | $13M | 66k | 192.56 | |
| Dow (DOW) | 5.4 | $13M | 236k | 53.26 | |
| SYSCO Corporation (SYY) | 5.2 | $12M | 162k | 74.20 | |
| Vail Resorts (MTN) | 2.5 | $5.8M | 23k | 251.76 |
