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Home > Institutional Investor > Oakbrook Investments Llc > Profile

Instuitional Investor - Oakbrook Investments Llc

Fund Profile
Filing Period:
Fund Name: Oakbrook Investments Llc
Portfolio Value $39,194,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 26,020 $1,654,000 4.22%
2.
Microsoft Corp
 MSFT 9,550 $1,506,000 3.84%
3.
Berkshire Hathaway Inc
 BRK.A 7,600 $1,390,000 3.54%
4.
Unitedhealth Group Inc
 UNH 4,850 $1,209,000 3.08%
5.
Cisco Systems Inc.
 CSCO 30,750 $1,209,000 3.08%
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)