Oak Associates Ltd

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Assets, Funds, Holdings

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Oak Associates Ltd
CRD #108874
SEC #801-23632
CIK #0000836372
AUM $1.5 BB (2024-03-26)
Employees 9 (33% Investors, 0% Brokers)
Phone330-668-1234
Address3800 Embassy Parkway
Akron, OH 44333
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
25201510502001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AMZN 1,092,997.8 115.5
GOOG 1,482,566.4 113.4
KLAC 49,261.0 111.9
META 434,852.0 82.4
QCOM 147,392.0 63.3
CSCO 178,309.9 55.4
NXPI 40,492.7 51.0
GOOGL 1,475,138.5 50.7
MSFT 1,918,222.4 48.0
NVDA 399,550.0 42.8
View All
Holdings by Sector ($MM)
19001520114076038002013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 44 0.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 1.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 5 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 7 0.1
(n) Other 0 0.0
Total 83 1.3
By Discretionary
Discretionary 83 1.3
Non-Discretionary 0 0.0
Total 83 1.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.3
Total 83 1.3
EDGAR Form CIK 2011 - 2024
13F-HR [0000836372]
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