Oak-Family-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-15
Total Holdings
84
Total Value
219179884
Accession Number
0001846161-25-000002
Form Type
13F-HR
Manager Name
Oak-Family-Advisors
Data Enrichment
79% identified
66 identified18 unidentified

Holdings

84 positions • $219.2M total value
Manager:
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AMAZON COM INC
Shares:300
Value:$57.1K
% of Portfolio:0.0% ($57.1K/$219.2M)
NVIDIA CORP
Shares:500
Value:$54.2K
% of Portfolio:0.0% ($54.2K/$219.2M)
NEWMONT Corp /DE/
Shares:1.0K
Value:$48.3K
% of Portfolio:0.0% ($48.3K/$219.2M)
NICE Ltd.
Shares:200
Value:$30.8K
% of Portfolio:0.0% ($30.8K/$219.2M)