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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 $296,881,559
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf TrustPUT
 SPY 70,000 $39,157,300 13.19%
2.
Astrazeneca Plc
 AZN 182,742 $13,431,537 4.52%
3.
Invesco Qqq Trust Series I - ETFPUTPUT
 25,800 $12,098,136 4.08%
4.
Taiwan Semiconductor Mfg Co Ltd
 TSM 71,108 $11,803,928 3.98%
5.
Qualcomm Inc
 QCOM 72,544 $11,143,431 3.75%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)