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OAK FAMILY ADVISORS, LLC
OAK FAMILY ADVISORS, LLC
Latest filing: 2026-06-30
OAK FAMILY ADVISORS, LLC runs OAK FAMILY ADVISORS, LLC and currently holds 111 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $391.13M. Their top holdings are TSM, NVO, GOOGL, AZN, GNRC. The top five represent 19.7% of reported portfolio weight. OAK FAMILY ADVISORS, LLC ranks #593 out of 1000 investors tracked by Alpha Score. In the most recent quarter, OAK FAMILY ADVISORS, LLC initiated 11 new positions. They added to 22 existing positions. They trimmed 54 positions. Their current best-performing preview position is MRVL with returns of +200.75%.
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111 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 5.46% | $95.80 | $418.87 | +337.23% | Trimmed -9.51% |
 NVO NOVO-NORDISK A S ADR | 3.93% | $57.73 | $46.73 | -19.05% | Added +28.91% |
 GOOGL ALPHABET INC CAP STK CL A | 3.66% | $156.22 | $344.82 | +120.73% | Trimmed -4.45% |
 AZN ASTRAZENECA PLC ORD | 3.48% | $197.09 | $165.92 | -15.82% | Added +1.76% |
 GNRC GENERAC HLDGS INC COM | 3.14% | $129.92 | $206.01 | +58.57% | Trimmed -12.34% |
 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 3.06% | $110.27 | $110.31 | +0.04% | Added +19.53% |
 BA BOEING CO COM | 2.91% | $169.94 | $214.20 | +26.04% | Trimmed -4.55% |
UT UTG REAVES UTIL INCOME FD COM SH BEN INT | 2.58% | $32.14 | $38.45 | +19.63% | Added +7.63% |
 BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 2.30% | $400.47 | $495.77 | +23.80% | Added +124.41% |
 AMZN AMAZON COM INC COM | 2.26% | $186.55 | $258.63 | +38.64% | Added +3.21% |
Showing 1-10 of 111