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| Happy Holidays!! thanks for using AUM13F!! |
| Oak Grove Capital LLC
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| CRD # | 165465 |
| SEC # | 801-112059 |
| CIK # | 0001661762 |
| AUM | $616.2 M (2025-05-23) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 412-515-8899 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 220.8 | ||
| Micron Technology Inc | 77.9 | ||
| II-VI Inc | 30.1 | ||
| Lilly Eli & Co | 29.9 | ||
| Advanced Micro Devices Inc | 23.8 | ||
| Costco Wholesale Corp /NEW | 21.5 | ||
| Netflix Inc | 21.0 | ||
| CrowdStrike Holdings Inc | 18.3 | ||
| Alphabet Inc | 16.8 | ||
| Apple Inc | 16.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 10.6 |
| (b) Individuals (high net worth individuals) | 76 | 574.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 1 | 31.0 |
| (n) Other | 0 | 0.0 |
| Total | 321 | 616.2 |
| By Discretionary | ||
| Discretionary | 321 | 616.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 321 | 616.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 616.2 | |
| Total | 321 | 616.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001661762] |
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|---|---|---|
|
Saxon Interests Inc
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TX | 0.6 |
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Hughes Financial Services LLC
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VA | 0.6 |
|
Beck Bode LLC
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MA | 0.6 |
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Bryant Woods Investment Advisors LLC
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NY | 0.6 |
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Bond & Devick Financial Network Inc
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MN | 0.6 |
|
Fortress Wealth Planning LLC
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FL | 0.6 |
|
ABS Legacy Partners LLC
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NC | 0.6 |
|
Clarity Capital KCPS Ltd
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|
0.6 | |
|
Lifelong Wealth Advisors Inc
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|
MN | 0.6 |
|
WMG Financial Advisors LLC
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|
TN | 0.6 |