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| Happy Holidays!! thanks for using AUM13F!! |
| Oak Associates Ltd
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| CRD # | 108874 |
| SEC # | 801-23632 |
| CIK # | 0000836372 |
| AUM | $1.7 B (2025-03-17) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 330-668-1234 |
| Address | 3800 Embassy Parkway Akron, OH 44333 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000836372 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Amazon Com Inc | 116.8 | |
| Alphabet Inc | 83.1 | |
| KLA Tencor Corp | 80.7 | |
| Facebook Inc | 77.7 | |
| Microsoft Corp | 71.6 | |
| Broadcom Inc | 65.4 | |
| Oracle Corp | 64.7 | |
| Cisco Systems Inc | 64.4 | |
| VISA Inc | 53.2 | |
| Nvidia Corp | 52.0 | |
| Schwab Charles Corp | 44.4 | |
| NXP Semiconductors NV | 41.7 | |
| Alphabet Inc | 36.4 | |
| J P Morgan Chase & Co | 36.4 | |
| Amgen Inc | 35.2 | |
| Synopsys Inc | 32.9 | |
| Qualcomm Inc/DE | 28.9 | |
| eBay Inc | 23.9 | |
| Lowes Companies Inc | 23.7 | |
| Apple Inc | 23.2 | |
| NetApp Inc | 20.9 | |
| Ace Ltd | 20.8 | |
| Amphenol Corp /DE/ | 20.4 | |
| Novartis AG | 19.1 | |
| Mastercard Inc | 18.5 | |
| Laboratory Corp of America Holdings | 17.4 | |
| Adobe Systems Inc | 16.3 | |
| Cigna Corp | 16.1 | |
| Accenture PLC | 15.0 | |
| Lockheed Martin Corp | 14.9 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 26 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.1 |
| (h) Charitable organizations | 14 | 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 | 59 | 1.7 |
| By Discretionary | ||
| Discretionary | 59 | 1.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 59 | 1.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.7 | |
| Total | 59 | 1.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000836372] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DHK Financial Advisors Inc
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|
NH | 1.7 |
|
Jackson Thornton Wealth Management LLC
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AL | 1.7 |
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Colonial Trust Advisors Inc
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SC | 1.7 |
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Larch Capital Partners LLC
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FL | 1.7 |
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Austin Asset Management Co
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TX | 1.7 |
|
Pembroke Management Ltd
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|
1.7 | |
|
Rockbridge Investment Management LLC
✚
|
NY | 1.7 |
|
Fidelis Capital Partners LLC
✚
|
FL | 1.7 |
|
Wealhouse Capital Limited Partnership
✚
|
1.7 | |
|
Slatestone Wealth LLC
✚
|
FL | 1.7 |