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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 $364,313,956
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf TrustPUT
 SPY 31,000 $21,139,520 5.8%
2.
Taiwan Semiconductor Mfg Co Ltd
 TSM 58,150 $17,671,204 4.85%
3.
Boeing Co
 BA 66,943 $14,534,664 3.99%
4.
Novo Nordisk A S
 NVO 274,228 $13,952,721 3.83%
5.
Qualcomm Inc
 QCOM 81,038 $13,861,577 3.8%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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