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Holdings (Monthly) Guide ↗

Live Oak Health Sciences Fund

· Oak Associates Funds
Monthly Holdings $53M AUM 31 positions Period Jan 2026 Filed Apr 1, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Mount Vernon Liquid Assets Portfolio, LLC N/A Apr 2024 5,747,803 $5.7M 10.93% STIV
2 Cardinal Health, Inc. 14149Y108 Apr 2024 14,297 $3.1M 5.84% EC
3 Cencora Inc 03073E105 Apr 2024 8,034 $2.9M 5.49% EC
4 United Therapeutics Corporation 91307C102 Apr 2024 5,543 $2.6M 4.95% EC
5 Novartis AG 66987V109 Apr 2024 16,784 $2.5M 4.74% EC
6 Mckesson Corp. 58155Q103 Apr 2024 2,973 $2.5M 4.70% EC
7 Amgen Inc. 031162100 Apr 2024 7,077 $2.4M 4.60% EC
8 Regeneron Pharmaceuticals, Inc. 75886F107 Apr 2024 3,260 $2.4M 4.59% EC
9 Exelixis, Inc. 30161Q104 Apr 2024 52,445 $2.2M 4.12% EC
10 Jazz Pharmaceuticals PLC G50871105 Apr 2024 12,812 $2.1M 4.01% EC
11 Medpace Holdings Inc. 58506Q109 Apr 2025 3,593 $2.1M 3.98% EC
12 Thermo Fisher Scientific Inc 883556102 Apr 2024 3,329 $1.9M 3.66% EC
13 Gilead Sciences Inc. 375558103 Apr 2024 13,391 $1.9M 3.61% EC
14 Johnson & Johnson 478160104 Apr 2024 8,261 $1.9M 3.57% EC
15 Vertex Pharmaceuticals Incorporated 92532F100 Apr 2024 3,831 $1.8M 3.42% EC
16 Intuitive Surgical Inc. 46120E602 Apr 2024 3,517 $1.8M 3.37% EC
17 Lantheus Holdings Inc 516544103 Jan 2026 26,355 $1.8M 3.35% EC
18 The Cigna Group 125523100 Apr 2024 6,051 $1.7M 3.15% EC
19 Incyte Corporation. 45337C102 Apr 2024 15,511 $1.6M 2.95% EC
20 Merck & Co., Inc 58933Y105 Apr 2024 13,629 $1.5M 2.86% EC
21 IQVIA Holdings Inc. 46266C105 Jan 2026 6,398 $1.5M 2.80% EC
22 National Healthcare Corporation 635906100 Apr 2025 9,612 $1.4M 2.61% EC
23 Elevance Health Inc. 036752103 Apr 2024 3,831 $1.3M 2.52% EC
24 Medtronic PLC G5960L103 Apr 2024 12,359 $1.3M 2.42% EC
25 Stryker Corporation 863667101 Apr 2024 3,396 $1.3M 2.39% EC
26 Novo Nordisk A/S 670100205 Jan 2026 19,907 $1.2M 2.25% EC
27 Labcorp Holdings Inc 504922105 Jul 2024 4,153 $1.1M 2.14% EC
28 Eli Lilly & Co. 532457108 Jan 2026 970 $1.0M 1.91% EC
29 Veeva Systems Inc 922475108 Jan 2026 3,441 $702K 1.33% EC
30 Ensign Group Inc 29358P101 Apr 2024 3,141 $539K 1.02% EC
31 N/A N/A Apr 2024 188,332 $188K 0.36% RA