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Home > Institutional Investor > Oak Family Advisors, Llc > Profile

Instuitional Investor - Oak Family Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Oak Family Advisors, Llc
Portfolio Value $237,674,227
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Taiwan Semiconductor Mfg Co Ltd
 TSM 86,985 $9,046,440 3.8%
2.
Astrazeneca Plc
 AZN 130,338 $8,778,264 3.69%
3.
Verra Mobility Corp
 VRRM 353,985 $8,152,275 3.43%
4.
Zimmer Biomet Holdings Inc.
 ZBH 64,631 $7,865,593 3.3%
5.
Gentex Corp
 GNTX 213,378 $6,968,942 2.93%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)