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| Oak Associates Ltd
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|---|---|
| CRD # | 108874 |
| SEC # | 801-23632 |
| CIK # | 0000836372 |
| AUM | 1,776.2 M (2026-03-06) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 330-668-1234 |
| Address | 3800 Embassy Parkway Akron, OH 44333 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 107.4 | ||
| Alphabet Inc | 100.6 | ||
| KLA Tencor Corp | 90.3 | ||
| Broadcom Inc | 72.9 | ||
| Cisco Systems Inc | 71.3 | ||
| Facebook Inc | 53.4 | ||
| Nvidia Corp | 52.9 | ||
| Microsoft Corp | 50.8 | ||
| Visa Inc | 48.2 | ||
| Alphabet Inc | 43.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 28 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 56 | 1.8 |
| By Discretionary | ||
| Discretionary | 54 | 1.8 |
| Non-Discretionary | 2 | 0.0 |
| Total | 56 | 1.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.8 | |
| Total | 56 | 1.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000836372] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Serves | Institutional, Retail |
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