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Portfolio (Quarterly) Guide ↗

OAK RIDGE INVESTMENTS LLC

· CIK 0001054554
13F Portfolio $1.8B AUM 170 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 38 New 68 Added 60 Reduced 46 Exited
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PLD PROLOGIS INC. Real Estate 4,480.0 $607K 0.03% -4K -47.2% $135.47 +5.8%
42 AMP AMERIPRISE FINL INC Financial Services 1,304.0 $598K 0.03% -107.0 -7.6% $458.76 +22.3%
43 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,518.0 $545K 0.03% -2K -42.9% $216.60 -7.0%
44 RBLX ROBLOX CORP Technology 9,957.0 $541K 0.03% -39K -79.5% $54.38 -28.7%
45 CDRE CADRE HLDGS INC Industrials 17,892.0 $510K 0.03% -70K -79.5% $28.51 +16.0%
46 STE STERIS PLC Healthcare 2,329.0 $490K 0.03% -186.0 -7.4% $210.57 +13.0%
47 KMI KINDER MORGAN INC DEL Energy 13,175.0 $421K 0.02% -4K -22.4% $31.97 -3.0%
48 HEI HEICO CORP NEW Industrials 1,169.0 $416K 0.02% -93.0 -7.4% $356.19 -1.0%
49 BROS DUTCH BROS INC Consumer Cyclical 5,722.0 $411K 0.02% -456.0 -7.4% $71.81 -27.7%
50 FANG DIAMONDBACK ENERGY INC Energy 2,195.0 $386K 0.02% -106.0 -4.6% $175.78 +17.0%
51 JPM JPMORGAN CHASE & CO Financial Services 1,010.0 $331K 0.02% -369.0 -26.8% $327.33 +8.9%
52 SPOT SPOTIFY TECHNOLOGY S A Communication Services 677.0 $311K 0.02% -14K -95.3% $459.13 +17.1%
53 IUSG ISHARES TR 1,609.0 $303K 0.02% -13K -88.7% $188.09 +0.2%
54 ROL ROLLINS INC Consumer Cyclical 6,267.0 $262K 0.01% -494.0 -7.3% $41.74 -10.7%
55 EPD ENTERPRISE PRODS PARTNERS L 6,445.0 $237K 0.01% -2K -25.6% $36.76
56 ABBV ABBVIE INC Healthcare 926.0 $233K 0.01% -346.0 -27.2% $251.64 +5.1%
57 GS GOLDMAN SACHS GROUP INC Financial Services 221.0 $224K 0.01% -75.0 -25.3% $1011.37 +2.5%
58 QXO QXO INC Industrials 12,623.0 $218K 0.01% -997.0 -7.3% $17.28 -22.4%
59 AEP AMERICAN ELEC PWR CO INC Utilities 1,501.0 $205K 0.01% -508.0 -25.3% $136.81 -10.8%
60 VZ VERIZON COMMUNICATIONS INC Communication Services 4,741.0 $201K 0.01% -2K -25.5% $42.34 +18.4%
Page 3 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 56.5%
Healthcare 11.0%
Industrials 9.7%
Consumer Cyclical 7.7%
Communication Services 6.0%
Financial Services 4.7%
Consumer Defensive 2.1%
Utilities 1.5%
Energy 0.3%
Basic Materials 0.3%