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Harris Oakmark Etf Trust shares owned by Sugar Maple Asset Management

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

Historical chart of Sugar Maple Asset Management investment in Harris Oakmark Etf Trust

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All positions including Harris Oakmark Etf Trust held by Sugar Maple Asset 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 Sugar Maple Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $972k 36k 26.78
2025-06-30 $668k 26k 25.68
2025-03-31 $802k 33k 24.45

More positions owned by Sugar Maple Asset Management

Abbvie (ABBV)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p500 Etf (IVV)
Abbott Laboratories (ABT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Silver Tr Ishares (SLV)
Vaneck Etf Trust Clo Etf (CLOI)
T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Specialized Funds Div App Etf (VIG)
Fidelity Covington Trust Divid Etf Risi (FDRR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Spdr Series Trust S&p Divid Etf (SDY)

View all positions for Sugar Maple Asset Management

Top funds holding Harris Oakmark Etf Trust

Choate Investment Advisors
Wealth Enhancement Advisory Services
HPM Partners
LPL Financial
Abound Financial
AI Financial Services
Commonwealth Equity Services
Greater Midwest Financial Group
Royal Bank of Canada
Steward Partners Investment Advisory
Raymond James Financial
Blue Rock Wealth Management
U.S. Capital Wealth Advisors
Western Pacific Wealth Management
Wiley Bros.-aintree Capital

View all funds holding Harris Oakmark Etf Trust