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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 9 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IUSG ISHARES TR 1,609.0 $303K 0.02% -13K -88.7% $188.09 +0.2%
162 ASTS AST SPACEMOBILE INC Technology 3,361.0 $299K 0.02% NEW $88.86 -29.8%
163 ROL ROLLINS INC Consumer Cyclical 6,267.0 $262K 0.01% -494.0 -7.3% $41.74 -10.7%
164 EPD ENTERPRISE PRODS PARTNERS L 6,445.0 $237K 0.01% -2K -25.6% $36.76
165 ABBV ABBVIE INC Healthcare 926.0 $233K 0.01% -346.0 -27.2% $251.64 +5.1%
166 GS GOLDMAN SACHS GROUP INC Financial Services 221.0 $224K 0.01% -75.0 -25.3% $1011.37 +2.5%
167 TRGP TARGA RES CORP Energy 831.0 $223K 0.01% NEW $268.14 +9.7%
168 QXO QXO INC Industrials 12,623.0 $218K 0.01% -997.0 -7.3% $17.28 -22.4%
169 AEP AMERICAN ELEC PWR CO INC Utilities 1,501.0 $205K 0.01% -508.0 -25.3% $136.81 -10.8%
170 VZ VERIZON COMMUNICATIONS INC Communication Services 4,741.0 $201K 0.01% -2K -25.5% $42.34 +18.4%
Page 9 of 9  ·  170 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%