OAK ASSOCIATES LTD /OH/ — 13F Holdings & Portfolio

CIK 836372 · latest 13F-HR filed 2026-08-14

OAK ASSOCIATES LTD /OH/ manages $1.79B in 13F-reported U.S. long-equity assets across 139 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are KLAC (10.00%), AMZN (6.85%), GOOG (6.61%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 9, added to 73, and trimmed 31.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
3800 EMBASSY PARKWAY
SUITE 310
AKRON, OH 44333
Phone
(330) 668-1234
Filing Manager
OAK ASSOCIATES LTD /OH/
AKRON, OH
Signatory
Robert D. Stimpson
Managing Member
Loading holdings…
AUM

$1.79B

Long-equity book

Holdings

139

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+8 / −9 / ↑73 / ↓31

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • KLA Corporation$88.4M +97.9%
  • Advanced Micro Devices$38.0M +182.6%
  • Cisco Systems Inc.$35.9M +50.4%
  • Alphabet Inc. Class C$17.5M +17.4%
  • Amazon.com Inc.$15.0M +14.0%
Show all 73 →

Top Trims

  • Adobe Inc.-$6.9M -23.0%
  • Netflix Inc-$4.3M -25.7%
  • Lockheed Martin Corp.-$3.1M -15.7%
  • Intuit Inc.-$3.0M -39.6%
  • Lowes Companies Inc.-$1.8M -7.3%
Show all 31 →

New Positions

  • ASML Hldg NV NY Reg Shs$21.3M
  • CommVault Systems, Inc.$659.8K
  • Oscar Health, Inc.$477.0K
  • ACI Worldwide, Inc.$430.2K
  • Valmont Industries Inc$315.4K
Show all 8 →

Exited Positions

  • Accenture Plc$9.9M
  • Coterra Energy$2.3M
  • Ensign Group, Inc. (The)$935.0K
  • Jack Henry & Associates$535.8K
  • Prestige Cons Healthcare, Inc.$467.3K
Show all 9 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 KLA Corporation KLAC 482480100 $178.7M 10.00% 592,265 SH
2 Amazon.com Inc. AMZN 023135106 $122.5M 6.85% 513,856 SH
3 Alphabet Inc. Class C GOOG 02079K107 $118.1M 6.61% 334,320 SH
4 Cisco Systems Inc. CSCO 17275R102 $107.3M 6.00% 913,345 SH
5 Broadcom Limited AVGO 11135F101 $80.5M 4.50% 213,136 SH
6 NVIDIA Corp NVDA 67066G104 $60.6M 3.39% 302,749 SH
7 Advanced Micro Devices AMD 007903107 $58.8M 3.29% 101,266 SH
8 VISA Inc. V 92826C839 $53.7M 3.00% 156,397 SH
9 Meta Platforms, Inc. META 30303M102 $51.2M 2.87% 90,960 SH
10 Microsoft Corporation MSFT 594918104 $51.1M 2.86% 136,992 SH
11 Alphabet Inc. Class A GOOGL 02079K305 $51.0M 2.85% 142,621 SH
12 NXP Semiconductors NV NXPI N6596X109 $48.4M 2.71% 172,172 SH
13 Amgen Inc. AMGN 031162100 $39.7M 2.22% 109,731 SH
14 Charles Schwab Corp SCHW 808513105 $39.2M 2.19% 424,880 SH
15 JPMorgan Chase & Co JPM 46625H100 $34.8M 1.95% 106,443 SH
16 Apple Inc. AAPL 037833100 $32.7M 1.83% 112,894 SH
17 Amphenol Corp. APH 032095101 $31.2M 1.74% 176,732 SH
18 Synopsys Inc. SNPS 871607107 $28.6M 1.60% 64,174 SH
19 Qualcomm Inc. QCOM 747525103 $27.9M 1.56% 151,167 SH
20 NetApp, Inc. NTAP 64110D104 $26.1M 1.46% 168,552 SH
21 Novartis AG NVS 66987V109 $24.3M 1.36% 155,362 SH
22 Chubb Limited CB H1467J104 $24.0M 1.34% 70,336 SH
23 Adobe Inc. ADBE 00724F101 $23.2M 1.30% 113,197 SH
24 Lowes Companies Inc. LOW 548661107 $23.1M 1.29% 104,557 SH
25 ASML Hldg NV NY Reg Shs ASML N07059210 $21.3M 1.19% 10,698 SH
26 Lam Research Corporation LRCX 512807306 $19.4M 1.09% 44,821 SH
27 Rockwell Automation Inc ROK 773903109 $17.9M 1.00% 36,146 SH
28 Laboratory Corp of America LH 504922105 $17.5M 0.98% 62,607 SH
29 Mastercard Inc. MA 57636Q104 $16.7M 0.94% 32,603 SH
30 Lockheed Martin Corp. LMT 539830109 $16.4M 0.92% 32,133 SH
31 Akamai Technologies Inc. AKAM 00971T101 $16.2M 0.90% 136,694 SH
32 The Cigna Group CI 125523100 $13.1M 0.73% 47,410 SH
33 Netflix Inc NFLX 64110L106 $12.5M 0.70% 175,000 SH
34 Alcon Inc ALC H01301128 $11.2M 0.63% 166,716 SH
35 State Street Corp STT 857477103 $10.6M 0.59% 62,328 SH
36 Gilead Sciences Inc. GILD 375558103 $10.2M 0.57% 80,646 SH
37 Cadence Design Systems, Inc. CDNS 127387108 $9.5M 0.53% 25,184 SH
38 Bank of New York Mellon Corp. BNY 064058100 $9.4M 0.53% 65,110 SH
39 McKesson Corp MCK 58155Q103 $8.9M 0.50% 11,814 SH
40 Assurant, Inc. AIZ 04621X108 $8.8M 0.49% 32,938 SH
41 Kulicke & Soffa Industries KLIC 501242101 $8.2M 0.46% 61,401 SH
42 Applied Industrial Tech AIT 03820C105 $8.1M 0.45% 23,979 SH
43 Salesforce, Inc CRM 79466L302 $7.7M 0.43% 48,893 SH
44 Cirrus Logic Inc. CRUS 172755100 $7.6M 0.43% 51,157 SH
45 Oracle Corporation ORCL 68389X105 $7.5M 0.42% 51,183 SH
46 Bristol-Myers Squibb Co. BMY 110122108 $7.5M 0.42% 129,790 SH
47 Silicon Motion Tech ADS SIMO 82706C108 $7.1M 0.40% 21,241 SH
48 Regeneron Pharmaceuticals REGN 75886F107 $6.6M 0.37% 10,560 SH
49 Workday, Inc. WDAY 98138H101 $6.2M 0.35% 50,954 SH
50 EOG Resources Inc EOG 26875P101 $6.0M 0.34% 46,591 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $1.79B 139 0001193125-26-352266
2026-03-31 2026-05-14 $1.49B 140 0001193125-26-223607
2025-12-31 2026-02-12 $1.66B 131 0001193125-26-048895
2025-09-30 2025-11-12 $1.6M 130 0001193125-25-277361