BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

SkyOak Wealth, LLC

· CIK 0001800379
13F Portfolio $612M AUM 252 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 252 New
Page 11 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RMD RESMED INC Healthcare 1,332.0 $260K 0.04% NEW $194.88 +18.8%
202 APP APPLOVIN CORP Technology 500.0 $258K 0.04% NEW $515.23 -40.7%
203 IDCC INTERDIGITAL INC Technology 902.0 $255K 0.04% NEW $283.13 +20.9%
204 AXP AMERICAN EXPRESS CO Financial Services 755.0 $255K 0.04% NEW $338.25 -0.7%
205 BA BOEING CO Industrials 1,162.0 $252K 0.04% NEW $216.52 -1.1%
206 CHCO CITY HLDG CO Financial Services 1,887.0 $250K 0.04% NEW $132.64 +8.9%
207 VOT VANGUARD INDEX FDS 817.0 $250K 0.04% NEW $306.30 -0.3%
208 UNH UNITEDHEALTH GROUP INC Healthcare 592.0 $246K 0.04% NEW $415.63 -6.1%
209 NTES NETEASE COM INC Technology 1,917.0 $246K 0.04% NEW $128.14 +0.0%
210 SYF SYNCHRONY FINANCIAL Financial Services 3,229.0 $246K 0.04% NEW $76.05 +4.5%
211 KBH KB HOME Consumer Cyclical 3,883.0 $243K 0.04% NEW $62.59 -11.5%
212 ACGL ARCH CAP GROUP LTD Financial Services 2,492.0 $242K 0.04% NEW $97.06 +2.4%
213 CVCO CAVCO INDS INC DEL Consumer Cyclical 393.0 $241K 0.04% NEW $614.38 -5.2%
214 HYG ISHARES TR 3,015.0 $241K 0.04% NEW $79.97 -0.5%
215 TDIV FIRST TR EXCHANGE TRADED FD 2,097.0 $241K 0.04% NEW $114.88 -0.2%
216 ABT ABBOTT LABORATORIES Healthcare 2,654.0 $241K 0.04% NEW $90.74 +28.5%
217 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,171.0 $240K 0.04% NEW $57.62 +16.3%
218 FIX COMFORT SYS USA INC Industrials 121.0 $240K 0.04% NEW $1981.95 -16.5%
219 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,784.0 $236K 0.04% NEW $132.52 +2.7%
220 EEM ISHARES TR 3,421.0 $234K 0.04% NEW $68.41 -1.9%
Page 11 of 13  ·  252 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 31.1%
Financial Services 20.4%
Healthcare 14.1%
Communication Services 8.1%
Consumer Cyclical 7.5%
Industrials 6.6%
Utilities 3.6%
Consumer Defensive 3.6%
Real Estate 3.1%
Energy 1.8%