Oak Associates Ltd /Oh/ Top Holdings and 13F Report (2025) About Oak Associates Ltd /Oh/Investment ActivityOak Associates Ltd /Oh/ has $1.53 billion in total holdings as of June 30, 2025.Oak Associates Ltd /Oh/ owns shares of 131 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 4.88% of the portfolio was purchased this quarter.About 4.74% of the portfolio was sold this quarter.This quarter, Oak Associates Ltd /Oh/ has purchased 125 new stocks and bought additional shares in 39 stocks.Oak Associates Ltd /Oh/ sold shares of 28 stocks and completely divested from 9 stocks this quarter.Largest Holdings Amazon.com $116,818,374Alphabet $83,118,568KLA $80,720,506Meta Platforms $77,717,925Microsoft $71,582,771 Largest New Holdings this Quarter 00724F101 - Adobe $16,342,585 Holding03831W108 - Applovin Corp $1,050,240 Holding69608A108 - Palantir Technologies Inc. $955,603 Holding902973304 - U.S. Bancorp $905,000 Holding697435105 - Palo Alto Networks $904,304 Holding Largest Purchases this Quarter Adobe 42,242 shares (about $16.34M)Broadcom 52,067 shares (about $14.35M)Lockheed Martin 17,132 shares (about $7.93M)Oracle 14,880 shares (about $3.25M)Lam Research Corporation 33,000 shares (about $3.21M) Largest Sales this Quarter QUALCOMM 127,562 shares (about $20.32M)Amazon.com 58,234 shares (about $12.78M)Check Point Software Technologies 25,000 shares (about $5.53M)Alphabet 29,025 shares (about $5.15M)JPMorgan Chase & Co. 10,677 shares (about $3.10M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOak Associates Ltd /Oh/ Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$116,818,374$12,775,957 ▼-9.9%532,4697.6%Retail/WholesaleGOOGAlphabet$83,118,568$5,148,745 ▼-5.8%468,5645.4%Computer and TechnologyKLACKLA$80,720,506$1,347,193 ▲1.7%90,1165.3%Computer and TechnologyMETAMeta Platforms$77,717,925$944,017 ▲1.2%105,2965.1%Computer and TechnologyMSFTMicrosoft$71,582,771$1,160,458 ▲1.6%143,9114.7%Computer and TechnologyAVGOBroadcom$65,359,096$14,352,269 ▲28.1%237,1094.3%Computer and TechnologyORCLOracle$64,739,404$3,253,214 ▲5.3%296,1144.2%Computer and TechnologyCSCOCisco Systems$64,445,417$791,765 ▲1.2%928,8764.2%Computer and TechnologyVVisa$53,247,914$737,439 ▲1.4%149,9733.5%Business ServicesNVDANVIDIA$51,995,299$3,950 ▼0.0%329,1053.4%Computer and TechnologySCHWCharles Schwab$44,356,965$100,364 ▲0.2%486,1572.9%FinanceNXPINXP Semiconductors$41,733,993$594,730 ▲1.4%191,0112.7%Computer and TechnologyGOOGLAlphabet$36,426,565$2,947,975 ▲8.8%206,6992.4%Computer and TechnologyJPMJPMorgan Chase & Co.$36,423,713$3,095,369 ▼-7.8%125,6382.4%FinanceAMGNAmgen$35,185,207$672,896 ▲1.9%126,0172.3%MedicalSNPSSynopsys$32,900,7260.0%64,1742.1%Computer and TechnologyQCOMQUALCOMM$28,866,194$20,315,524 ▼-41.3%181,2521.9%Computer and TechnologyEBAYeBay$23,899,8730.0%320,9761.6%Retail/WholesaleLOWLowe's Companies$23,674,416$721,521 ▲3.1%106,7041.5%Retail/WholesaleAAPLApple$23,162,4620.0%112,8941.5%Computer and TechnologyNTAPNetApp$20,894,1350.0%196,0971.4%Computer and TechnologyCBChubb$20,793,784$909,431 ▲4.6%71,7721.4%FinanceAPHAmphenol$20,384,370$1,975,000 ▲10.7%206,4241.3%Computer and TechnologyNVSNovartis$19,105,059$663,256 ▲3.6%157,8801.2%MedicalMAMastercard$18,478,835$562 ▼0.0%32,8841.2%Business ServicesLaboratory Corp of America$17,418,064$731,878 ▲4.4%66,3521.1%COMADBEAdobe$16,342,585$16,342,585 ▲New Holding42,2421.1%Computer and TechnologyCICigna Group$16,083,709$719,012 ▲4.7%48,6531.1%MedicalACNAccenture$14,981,2630.0%50,1231.0%Computer and TechnologyLMTLockheed Martin$14,882,078$7,934,515 ▲114.2%32,1331.0%AerospaceALCAlcon$14,748,322$542,481 ▲3.8%167,0631.0%MedicalAMDAdvanced Micro Devices$14,518,6400.0%102,3160.9%Computer and TechnologyMCKMcKesson$12,943,093$439,668 ▼-3.3%17,6630.8%MedicalAKAMAkamai Technologies$10,902,713$1,276,160 ▼-10.5%136,6940.7%Computer and TechnologyPFEPfizer$10,343,378$461,166 ▲4.7%426,7070.7%MedicalCTSHCognizant Technology Solutions$10,249,553$318,050 ▲3.2%131,3540.7%Computer and TechnologyGILDGilead Sciences$9,958,565$831,414 ▲9.1%89,8220.7%MedicalDOXAmdocs$9,928,0070.0%108,8120.6%Computer and TechnologyBKBank of New York Mellon$8,312,512$594,219 ▼-6.7%91,2360.5%FinanceZBHZimmer Biomet$8,202,971$339,301 ▲4.3%89,9350.5%MedicalSTTState Street$7,781,642$698,228 ▲9.9%73,1770.5%FinanceCHKPCheck Point Software Technologies$7,524,270$5,531,250 ▼-42.4%34,0080.5%Computer and TechnologyZSZscaler$6,615,344$1,146,509 ▲21.0%21,0720.4%Computer and TechnologyAIZAssurant$6,504,9260.0%32,9380.4%FinanceGPNGlobal Payments$6,255,686$1,876,458 ▼-23.1%78,1570.4%Business ServicesCRMSalesforce$6,218,423$1,533,063 ▲32.7%22,8040.4%Computer and TechnologyAITApplied Industrial Technologies$5,740,818$894,933 ▼-13.5%24,6970.4%IndustrialsLam Research Corporation$5,610,483$3,212,220 ▲133.9%57,6380.4%COMPAYXPaychex$5,116,5550.0%35,1750.3%Computer and TechnologyISRGIntuitive Surgical$4,760,272$350,499 ▼-6.9%8,7600.3%MedicalCRUSCirrus Logic$4,582,841$24,917 ▲0.5%43,9580.3%Computer and TechnologyREGNRegeneron Pharmaceuticals$4,300,800$861,000 ▼-16.7%8,1920.3%MedicalCAHCardinal Health$4,106,424$42,000 ▼-1.0%24,4430.3%MedicalFlutter Entertainment PLC$4,029,788$494,651 ▲14.0%14,1020.3%COMCRWDCrowdStrike$3,909,4640.0%7,6760.3%Computer and TechnologyFFIVF5$3,888,2620.0%13,2110.3%Computer and TechnologyEXELExelixis$3,814,4270.0%86,5440.2%MedicalAEISAdvanced Energy Industries$3,588,365$154,495 ▼-4.1%27,0820.2%Computer and TechnologyCORCencora$3,200,299$533,133 ▼-14.3%10,6730.2%MedicalMELIMercadoLibre$3,136,3560.0%1,2000.2%Retail/WholesaleDGXQuest Diagnostics$3,133,1060.0%17,4420.2%MedicalVEEVVeeva Systems$2,943,4440.0%10,2210.2%MedicalKLICKulicke and Soffa Industries$2,810,558$207,600 ▼-6.9%81,2300.2%Computer and TechnologyFTNTFortinet$2,746,6060.0%25,9800.2%Computer and TechnologyESABESAB$2,550,115$26,762 ▲1.1%21,1540.2%IndustrialsSHYiShares 1-3 Year Treasury Bond ETF$2,522,093$251,646 ▲11.1%30,4380.2%ManufacturingSIMOSilicon Motion Technology$2,484,368$82,161 ▼-3.2%33,0500.2%Computer and TechnologyJAZZJazz Pharmaceuticals$2,344,7210.0%22,0950.2%MedicalENSGThe Ensign Group$2,327,1660.0%15,0860.2%MedicalVRTXVertex Pharmaceuticals$2,124,0490.0%4,7710.1%MedicalJKHYJack Henry & Associates$2,123,4840.0%11,7860.1%Computer and TechnologyUTHRUnited Therapeutics$2,116,3330.0%7,3650.1%MedicalNTRSNorthern Trust$2,021,033$1,141 ▲0.1%15,9400.1%FinanceELVElevance Health$1,879,8440.0%4,8330.1%MedicalYOUCLEAR Secure$1,851,759$11,881 ▲0.6%66,7060.1%Computer and TechnologyCOHUCohu$1,844,385$237,576 ▲14.8%95,8620.1%Computer and TechnologyMOHMolina Healthcare$1,836,2560.0%6,1640.1%MedicalDIODDiodes$1,773,402$6,082 ▲0.3%33,5300.1%Computer and TechnologyRVTYRevvity$1,755,5650.0%18,1510.1%MedicalSYKStryker$1,702,792$735,872 ▼-30.2%4,3040.1%MedicalCTRACoterra Energy$1,649,7000.0%65,0000.1%EnergyPCTYPaylocity$1,618,0270.0%8,9300.1%Computer and TechnologyJNJJohnson & Johnson$1,601,2780.0%10,4830.1%MedicalMEDPMedpace$1,403,2680.0%4,4710.1%MedicalMDTMedtronic$1,402,304$6,538 ▼-0.5%16,0870.1%MedicalBBSIBarrett Business Services$1,382,2320.0%33,1550.1%Business ServicesMRKMerck & Co., Inc.$1,359,0190.0%17,1680.1%MedicalINCYIncyte$1,295,3980.0%19,0220.1%MedicalNHCNational HealthCare$1,279,7330.0%11,9590.1%MedicalPYPLPayPal$1,179,458$818 ▼-0.1%15,8700.1%Business ServicesPBHPrestige Consumer Healthcare$1,163,973$10,939 ▲0.9%14,5770.1%MedicalDVADaVita$1,128,0620.0%7,9190.1%MedicalApplovin Corp$1,050,240$1,050,240 ▲New Holding3,0000.1%COMKAIKadant$1,024,411$255,230 ▼-19.9%3,2270.1%IndustrialsABAllianceBernstein$968,120$28,173 ▲3.0%23,7110.1%FinancePalantir Technologies Inc.$955,603$955,603 ▲New Holding7,0100.1%COMUSBU.S. Bancorp$905,000$905,000 ▲New Holding20,0000.1%FinancePANWPalo Alto Networks$904,304$904,304 ▲New Holding4,4190.1%Computer and TechnologyKFYKorn/Ferry International$896,9730.0%12,2320.1%Business ServicesINSPInspire Medical Systems$880,4890.0%6,7850.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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