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Holdings (Monthly) Guide ↗

Rock Oak Core Growth Fund

· Oak Associates Funds
Monthly Holdings $13M AUM 30 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 1,726,006 $1.7M 13.69% STIV
2 Curtiss-Wright Corp. 231561101 Apr 2024 1,104 $725K 5.75% EC
3 Cardinal Health, Inc. 14149Y108 Apr 2024 3,272 $703K 5.58% EC
4 Jazz Pharmaceuticals PLC G50871105 Apr 2024 4,005 $659K 5.23% EC
5 The Hartford Insurance Group Inc. 416515104 Apr 2024 4,676 $632K 5.01% EC
6 Exelixis, Inc. 30161Q104 Apr 2024 15,176 $628K 4.98% EC
7 BWX Technologies Inc. 05605H100 Jul 2024 3,000 $616K 4.89% EC
8 F5 Inc 315616102 Apr 2024 2,070 $571K 4.53% EC
9 Quest Diagnostics Incorporated 74834L100 Apr 2024 3,015 $564K 4.47% EC
10 Newmont Corporation 651639106 Jan 2026 5,000 $562K 4.46% EC
11 Nordson Corp 655663102 Apr 2024 1,839 $505K 4.01% EC
12 Applied Industrial Technologies Inc. 03820C105 Apr 2024 1,936 $504K 4.00% EC
13 Republic Services, Inc. 760759100 Apr 2024 2,323 $500K 3.96% EC
14 CF Industries Holdings, Inc. 125269100 Apr 2024 5,159 $481K 3.82% EC
15 Carlisle Companies Inc. 142339100 Apr 2024 1,405 $479K 3.80% EC
16 Transdigm Group Inc. 893641100 Apr 2024 317 $453K 3.59% EC
17 Assurant Inc. 04621X108 Apr 2024 1,830 $436K 3.46% EC
18 Murphy USA Inc. 626755102 Apr 2024 1,024 $433K 3.43% EC
19 Northern Trust Corporation 665859104 Apr 2025 2,476 $370K 2.94% EC
20 Virtu Financial Inc 928254101 Apr 2025 8,100 $336K 2.67% EC
21 NetApp Inc. 64110D104 Apr 2024 3,363 $324K 2.57% EC
22 Viatris Inc 92556V106 Apr 2024 23,547 $308K 2.45% EC
23 Amdocs Limited G02602103 Apr 2024 3,602 $295K 2.34% EC
24 Pool Corporation 73278L105 Apr 2024 1,030 $262K 2.08% EC
25 ESAB Corp. 29605J106 Apr 2024 2,137 $259K 2.05% EC
26 Zscaler Inc 98980G102 Apr 2024 1,264 $253K 2.01% EC
27 Symbotic Inc 87151X101 Jan 2026 3,808 $207K 1.64% EC
28 N/A N/A Apr 2024 198,154 $198K 1.57% RA
29 Veeva Systems Inc 922475108 Apr 2024 900 $184K 1.46% EC
30 Rockwell Automation, Inc. 773903109 Jan 2026 367 $155K 1.23% EC