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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 $275,946,181
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf TrustPUT
 SPY 25,800 $15,120,864 5.47%
2.
Taiwan Semiconductor Mfg Co Ltd
 TSM 70,221 $13,867,945 5.02%
3.
Astrazeneca Plc
 AZN 197,803 $12,960,053 4.69%
4.
Qualcomm Inc
 QCOM 69,145 $10,622,122 3.84%
5.
Boeing Co
 BA 55,942 $9,901,734 3.58%
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)