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Harris Oakmark Etf Trust shares owned by Appalachian Capital Management

Quarter-by-quarter ownership of Harris Oakmark Etf Trust (OAKM) shares owned by Appalachian Capital Management from 13F filings

Historical chart of Appalachian Capital Management investment in Harris Oakmark Etf Trust

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All positions including Harris Oakmark Etf Trust held by Appalachian Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harris Oakmark Etf Trust by Appalachian Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.0M 283k 28.36

More positions owned by Appalachian Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Series Trust State Street Spd (SPTL)
Spdr Series Trust State Street Spd (SPTI)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Harris Oakmark Etf Trust Intl Large Cap
Schwab Strategic Tr Us Dividend Eq (SCHD)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr State Street Fin (XLF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Boeing Company (BA)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Series Trust State Street Spd (KRE)

View all positions for Appalachian Capital Management

Top funds holding Harris Oakmark Etf Trust

Choate Investment Advisors
Wealth Enhancement Advisory Services
HPM Partners
LPL Financial
AI Financial Services
Commonwealth Equity Services
Greater Midwest Financial Group
KWB Wealth
Royal Bank of Canada
U.S. Capital Wealth Advisors
Steward Partners Investment Advisory
Appalachian Capital Management
Raymond James Financial
NavPoint Financial
Blue Rock Wealth Management

View all funds holding Harris Oakmark Etf Trust