Oak Grove Capital LLC

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Assets, Funds, Holdings

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CAFR Data
Oak Grove Capital LLC
CRD #165465
SEC #801-112059
CIK #1661762
AUM $292.9 MM (100% Disc, 100% US, 2020-03-30)
Employees1 (100% Investors, 0% Brokers)
Phone412-515-8899
Address2689 Oak Hill Drive
Allison Park, PA 15101
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
2952361771185902010201320172021
Sector Issuer Cap ($MM) Value ($MM)
AAPL 1,372,810.0 19.4
NVDA 214,460.0 9.7
DIS 218,470.0 9.1
BABA 541,160.0 9.0
GOOG 967,290.0 5.3
MSFT 1,376,930.0 4.7
AMZN 1,207,970.0 3.1
SBUX 90,850.0 2.7
DISCK 10,030.0 2.6
BAM 50,470.0 1.9
View All
Holdings by Sector ($)
0.10.10.10.00.00.02016201720182020
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Morgan Dempsey Capital Management LLC
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Talon Private Wealth LLC
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Landmark Advisors LLC
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Davidson Trust Co
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Rogan & Associates Inc
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