Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
OAK ASSOCIATES LTD /OH/ (CIK 836372) reported $1.79B across 139 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: KLAC ($178.7M, 10.00%), AMZN ($122.5M, 6.85%), GOOG ($118.1M, 6.61%), CSCO ($107.3M, 6.00%), AVGO ($80.5M, 4.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA Corporation | $178.7M | 10.00% | 592,265 | Added |
| 2 | AMZN | Amazon.com Inc. | $122.5M | 6.85% | 513,856 | Trimmed |
| 3 | GOOG | Alphabet Inc. Class C | $118.1M | 6.61% | 334,320 | Trimmed |
| 4 | CSCO | Cisco Systems Inc. | $107.3M | 6.00% | 913,345 | Trimmed |
| 5 | AVGO | Broadcom Limited | $80.5M | 4.50% | 213,136 | Trimmed |
| 6 | NVDA | NVIDIA Corp | $60.6M | 3.39% | 302,749 | Trimmed |
| 7 | AMD | Advanced Micro Devices | $58.8M | 3.29% | 101,266 | Trimmed |
| 8 | V | VISA Inc. | $53.7M | 3.00% | 156,397 | Trimmed |
| 9 | META | Meta Platforms, Inc. | $51.2M | 2.87% | 90,960 | Trimmed |
| 10 | MSFT | Microsoft Corporation | $51.1M | 2.86% | 136,992 | Trimmed |
| 11 | GOOGL | Alphabet Inc. Class A | $51.0M | 2.85% | 142,621 | Trimmed |
| 12 | NXPI | NXP Semiconductors NV | $48.4M | 2.71% | 172,172 | Added |
| 13 | AMGN | Amgen Inc. | $39.7M | 2.22% | 109,731 | Trimmed |
| 14 | SCHW | Charles Schwab Corp | $39.2M | 2.19% | 424,880 | Trimmed |
| 15 | JPM | JPMorgan Chase & Co | $34.8M | 1.95% | 106,443 | Trimmed |
| 16 | AAPL | Apple Inc. | $32.7M | 1.83% | 112,894 | Hold |
| 17 | APH | Amphenol Corp. | $31.2M | 1.74% | 176,732 | Added |
| 18 | SNPS | Synopsys Inc. | $28.6M | 1.60% | 64,174 | Hold |
| 19 | QCOM | Qualcomm Inc. | $27.9M | 1.56% | 151,167 | Trimmed |
| 20 | NTAP | NetApp, Inc. | $26.1M | 1.46% | 168,552 | Trimmed |
| 21 | NVS | Novartis AG | $24.3M | 1.36% | 155,362 | Trimmed |
| 22 | CB | Chubb Limited | $24.0M | 1.34% | 70,336 | Trimmed |
| 23 | ADBE | Adobe Inc. | $23.2M | 1.30% | 113,197 | Trimmed |
| 24 | LOW | Lowes Companies Inc. | $23.1M | 1.29% | 104,557 | Trimmed |
| 25 | ASML | ASML Hldg NV NY Reg Shs | $21.3M | 1.19% | 10,698 | New |
Source: SEC Form 13F filings · as of 2026-06-30