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Portfolio (Quarterly) Guide ↗

OAK RIDGE INVESTMENTS LLC

· CIK 0001054554
13F Portfolio $1.6B AUM 178 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 63 Added 94 Reduced 22 Exited
Page 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FANG DIAMONDBACK ENERGY INC Energy 2,301.0 $346K 0.02% -1K -31.2% $150.33 +33.5%
82 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 13,394.0 $308K 0.02% -3K -19.4% $23.00 +1.7%
83 BX BLACKSTONE INC Financial Services 1,886.0 $291K 0.02% -345.0 -15.5% $154.14 -23.1%
84 ABBV ABBVIE INC Healthcare 1,272.0 $291K 0.02% -222.0 -14.9% $228.49 -5.6%
85 EPD ENTERPRISE PRODS PARTNERS L Energy 8,664.0 $278K 0.02% -1K -11.9% $32.06 +23.6%
86 TJX TJX COS INC NEW Consumer Cyclical 1,751.0 $269K 0.02% -296.0 -14.5% $153.61 +3.0%
87 QXO QXO INC Industrials 13,620.0 $263K 0.02% -831.0 -5.8% $19.29 -13.6%
88 CME CME GROUP INC Financial Services 947.0 $259K 0.02% -106.0 -10.1% $273.08 +6.6%
89 WMT WALMART INC Consumer Defensive 2,308.0 $257K 0.02% -369.0 -13.8% $111.41 +8.0%
90 VEEV VEEVA SYS INC Healthcare 1,088.0 $243K 0.01% -65.0 -5.6% $223.23 -28.2%
91 KO COCA COLA CO Consumer Defensive 3,231.0 $226K 0.01% -367.0 -10.2% $69.91 +16.5%
92 AAON AAON INC Industrials 2,934.0 $224K 0.01% -18K -86.0% $76.25 +76.5%
93 KR KROGER CO Consumer Defensive 3,317.0 $207K 0.01% -602.0 -15.4% $62.48 +7.6%
94 BIOHAVEN LTD 15,646.0 $177K 0.01% -3K -17.9% $11.29
Page 5 of 5  ·  94 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 52.5%
Communication Services 13.6%
Consumer Cyclical 9.3%
Healthcare 9.1%
Industrials 6.2%
Financial Services 4.6%
Consumer Defensive 2.3%
Basic Materials 1.3%
Utilities 0.9%
Energy 0.3%