TigerOak Management

TigerOak Management as of March 31, 2025

Portfolio Holdings for TigerOak Management

TigerOak Management holds 107 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 10.2 $27M 244k 108.38
Wisdomtree Tr Us Qtly Div Grt (DGRW) 9.1 $24M 296k 79.86
Apple (AAPL) 8.5 $22M 100k 222.13
J P Morgan Exchange Traded F Equity Premium (JEPI) 8.2 $21M 372k 57.14
Spdr Ser Tr S&p Divid Etf (SDY) 6.5 $17M 124k 135.68
Microsoft Corporation (MSFT) 6.3 $16M 44k 375.39
Amazon (AMZN) 4.4 $11M 60k 190.26
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.7 $7.0M 40k 173.23
Alphabet Cap Stk Cl A (GOOGL) 2.5 $6.4M 42k 154.64
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.5 $6.4M 8.00 798441.62
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 2.3 $5.9M 120k 48.93
Spdr Gold Tr Gold Shs (GLD) 2.2 $5.6M 19k 288.14
JPMorgan Chase & Co. (JPM) 2.0 $5.3M 22k 245.30
Spdr Ser Tr S&p Cap Mkts (KCE) 1.4 $3.6M 29k 126.17
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.2 $3.2M 152k 20.70
Alphabet Cap Stk Cl C (GOOG) 1.2 $3.1M 20k 156.23
Global X Fds Cybrscurty Etf (BUG) 1.2 $3.1M 97k 32.34
Ishares Tr Us Aer Def Etf (ITA) 1.1 $2.9M 19k 153.10
Cme (CME) 1.0 $2.6M 9.9k 265.29
UnitedHealth (UNH) 0.9 $2.4M 4.6k 523.75
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.9 $2.4M 37k 65.17
Linde SHS (LIN) 0.9 $2.3M 5.0k 465.64
Goldman Sachs (GS) 0.8 $2.1M 3.9k 546.29
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.8 $2.1M 19k 110.08
Johnson & Johnson (JNJ) 0.8 $2.0M 12k 165.84
McDonald's Corporation (MCD) 0.7 $1.9M 6.1k 312.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.7M 3.1k 559.39
Blackrock (BLK) 0.6 $1.6M 1.7k 946.48
Adobe Systems Incorporated (ADBE) 0.6 $1.6M 4.3k 383.53
Uber Technologies (UBER) 0.6 $1.6M 22k 72.86
TJX Companies (TJX) 0.6 $1.5M 12k 121.80
Chevron Corporation (CVX) 0.6 $1.5M 9.0k 167.30
Home Depot (HD) 0.5 $1.4M 3.8k 366.49
Visa Com Cl A (V) 0.5 $1.4M 3.9k 350.46
American Tower Reit (AMT) 0.5 $1.3M 6.0k 217.60
Intercontinental Exchange (ICE) 0.5 $1.3M 7.5k 172.50
United Rentals (URI) 0.5 $1.2M 2.0k 626.70
Chubb (CB) 0.5 $1.2M 4.0k 301.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.1M 2.4k 468.92
Thermo Fisher Scientific (TMO) 0.4 $1.1M 2.2k 497.60
Danaher Corporation (DHR) 0.4 $1.0M 5.0k 205.00
Coca-Cola Company (KO) 0.4 $966k 14k 71.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $965k 1.8k 532.58
Morgan Stanley Com New (MS) 0.4 $927k 7.9k 116.67
Wisdomtree Tr Us Largecap Divd (DLN) 0.4 $927k 12k 79.37
Colgate-Palmolive Company (CL) 0.3 $857k 9.1k 93.70
Nextera Energy (NEE) 0.3 $841k 12k 70.89
Abbvie (ABBV) 0.3 $829k 4.0k 209.52
Lowe's Companies (LOW) 0.3 $808k 3.5k 233.23
Ameriprise Financial (AMP) 0.3 $803k 1.7k 484.11
Grayscale Ethereum Trust Etf SHS (ETHE) 0.3 $742k 49k 15.22
Honeywell International (HON) 0.3 $732k 3.5k 211.75
Raytheon Technologies Corp (RTX) 0.3 $730k 5.5k 132.46
Pfizer (PFE) 0.3 $722k 29k 25.34
Starbucks Corporation (SBUX) 0.3 $709k 7.2k 98.09
Union Pacific Corporation (UNP) 0.3 $698k 3.0k 236.24
Costco Wholesale Corporation (COST) 0.3 $672k 710.00 945.78
Walt Disney Company (DIS) 0.3 $660k 6.7k 98.70
Ecolab (ECL) 0.2 $629k 2.5k 253.52
Broadcom (AVGO) 0.2 $608k 3.6k 167.43
Micron Technology (MU) 0.2 $595k 6.8k 86.89
Eli Lilly & Co. (LLY) 0.2 $558k 676.00 825.91
Altria (MO) 0.2 $546k 9.1k 60.02
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $492k 2.6k 188.16
Rockwell Automation (ROK) 0.2 $489k 1.9k 258.38
Crane Company Common Stock (CR) 0.2 $488k 3.2k 153.18
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $487k 9.4k 51.78
Pepsi (PEP) 0.2 $436k 2.9k 149.94
Nike CL B (NKE) 0.2 $409k 6.5k 63.48
Medtronic SHS (MDT) 0.2 $399k 4.4k 89.86
Palantir Technologies Cl A (PLTR) 0.1 $383k 4.5k 84.40
Select Sector Spdr Tr Financial (XLF) 0.1 $368k 7.4k 49.81
salesforce (CRM) 0.1 $366k 1.4k 268.36
Marsh & McLennan Companies (MMC) 0.1 $361k 1.5k 244.03
Eaton Corp SHS (ETN) 0.1 $354k 1.3k 271.83
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $354k 979.00 361.09
Novartis Sponsored Adr (NVS) 0.1 $344k 3.1k 111.48
Tesla Motors (TSLA) 0.1 $337k 1.3k 259.16
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $332k 10k 31.96
Advanced Micro Devices (AMD) 0.1 $328k 3.2k 102.74
Crowdstrike Hldgs Cl A (CRWD) 0.1 $318k 902.00 352.58
Meta Platforms Cl A (META) 0.1 $302k 524.00 576.36
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.1 $296k 19k 15.74
Lockheed Martin Corporation (LMT) 0.1 $286k 640.00 446.71
Qualcomm (QCOM) 0.1 $284k 1.8k 153.61
Marvell Technology (MRVL) 0.1 $283k 4.6k 61.57
Comcast Corp Cl A (CMCSA) 0.1 $273k 7.4k 36.90
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $267k 2.5k 108.69
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $266k 7.3k 36.49
Carrier Global Corporation (CARR) 0.1 $265k 4.2k 63.40
Snowflake Cl A (SNOW) 0.1 $263k 1.8k 146.16
CVS Caremark Corporation (CVS) 0.1 $256k 3.8k 67.75
Exxon Mobil Corporation (XOM) 0.1 $253k 2.1k 118.93
Merck & Co (MRK) 0.1 $250k 2.8k 89.76
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $239k 2.8k 85.07
Cisco Systems (CSCO) 0.1 $226k 3.7k 61.71
Bristol Myers Squibb (BMY) 0.1 $221k 3.6k 60.99
Alps Etf Tr Clean Energy (ACES) 0.1 $218k 9.5k 22.92
Veralto Corp Com Shs (VLTO) 0.1 $218k 2.2k 97.45
Williams Companies (WMB) 0.1 $215k 3.6k 59.76
Asml Holding N V N Y Registry Shs (ASML) 0.1 $215k 324.00 662.63
Oracle Corporation (ORCL) 0.1 $214k 1.5k 139.81
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $211k 2.6k 81.76
3M Company (MMM) 0.1 $210k 1.4k 146.86
Ishares Tr Select Divid Etf (DVY) 0.1 $206k 1.5k 134.29
Rocket Lab Usa 0.1 $192k 11k 17.88
Novavax Com New (NVAX) 0.0 $68k 11k 6.41