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.
TigerOak Management, L.L.C. (CIK 2052586) reported $356.0M across 139 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($45.6M, 12.80%), DGRW ($27.8M, 7.82%), AAPL ($27.5M, 7.73%), JEPI ($21.8M, 6.13%), SDY ($18.9M, 5.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $45.6M | 12.80% | 227,718 | Trimmed |
| 2 | DGRW | WISDOMTREE TR | $27.8M | 7.82% | 291,189 | Trimmed |
| 3 | AAPL | APPLE INC | $27.5M | 7.73% | 95,112 | Trimmed |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | $21.8M | 6.13% | 386,664 | Added |
| 5 | SDY | SPDR SERIES TRUST | $18.9M | 5.31% | 124,183 | Added |
| 6 | MSFT | MICROSOFT CORP | $16.6M | 4.68% | 44,620 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $14.9M | 4.20% | 62,683 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $14.8M | 4.17% | 41,507 | Trimmed |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $9.8M | 2.76% | 46,152 | Added |
| 10 | MU | MICRON TECHNOLOGY INC | $7.6M | 2.13% | 6,578 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $7.5M | 2.09% | 22,761 | Added |
| 12 | RSPN | INVESCO EXCHANGE TRADED FD T | $7.1M | 1.99% | 110,743 | Trimmed |
| 13 | GLD | SPDR GOLD TR | $6.9M | 1.94% | 18,780 | Trimmed |
| 14 | GOOG | ALPHABET INC | $6.8M | 1.92% | 19,328 | Trimmed |
| 15 | BKLN | INVESCO EXCH TRADED FD TR II | $6.5M | 1.83% | 319,165 | Added |
| 16 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $6.0M | 1.68% | 8 | Hold |
| 17 | GS | GOLDMAN SACHS GROUP INC | $4.5M | 1.28% | 4,492 | Added |
| 18 | ITA | ISHARES TR | $4.4M | 1.23% | 18,136 | Added |
| 19 | KCE | SPDR SERIES TRUST | $4.3M | 1.19% | 28,881 | Added |
| 20 | BUG | GLOBAL X FDS | $3.8M | 1.07% | 100,071 | Added |
| 21 | JNJ | JOHNSON & JOHNSON | $3.4M | 0.97% | 13,577 | Added |
| 22 | SHYG | ISHARES TR | $2.8M | 0.78% | 65,092 | Added |
| 23 | GSLC | GOLDMAN SACHS ETF TR | $2.5M | 0.72% | 17,949 | Trimmed |
| 24 | LIN | LINDE PLC | $2.5M | 0.69% | 4,756 | Trimmed |
| 25 | URI | UNITED RENTALS INC | $2.2M | 0.62% | 1,933 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30