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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) |
| Fees | |
| Minimum | |
| 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 | 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 | |
| Schwab Charles Corp | 40.2 | |
| Amgen Inc | 38.9 | |
| NXP Semiconductors NV | 33.6 | |
| J P Morgan Chase & Co | 31.5 | |
| Adobe Systems Inc | 30.1 | |
| Apple Inc | 28.7 | |
| Synopsys Inc | 25.4 | |
| Lowes Companies Inc | 24.9 | |
| Novartis AG | 23.9 | |
| Ace Ltd | 23.1 | |
| Amphenol Corp /DE/ | 21.5 | |
| Advanced Micro Devices Inc | 20.8 | |
| NetApp Inc | 19.9 | |
| Qualcomm Inc/DE | 19.6 | |
| Lockheed Martin Corp | 19.4 | |
| Netflix Inc | 16.8 | |
| Laboratory Corp of America Holdings | 16.8 | |
| Mastercard Inc | 16.4 | |
| Akamai Technologies Inc | 15.7 | |
| Rockwell Automation Inc | 13.1 | 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) | 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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|---|---|---|
|
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|
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|
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✚
|
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|
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✚
|
WI | 1,761.4 M |