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

CIK 836372 · latest 13F-HR filed 2026-05-14

OAK ASSOCIATES LTD /OH/ manages $1.49B in 13F-reported U.S. long-equity assets across 140 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AMZN (7.23%), GOOG (6.77%), KLAC (6.07%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 21 new positions, exited 12, added to 26, and trimmed 68.

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.

Loading holdings…
AUM

$1.49B

Long-equity book

Holdings

140

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+21 / −12 / ↑26 / ↓68

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Lockheed Martin Corp.$3.9M +25.0%
  • Akamai Technologies Inc.$3.8M +31.6%
  • Netflix Inc$3.2M +23.8%
  • Cirrus Logic Inc.$2.5M +49.9%
  • Adobe Inc.$2.4M +8.5%
Show all 26

Top Trims

  • Alphabet Inc. Class C-$37.1M -26.9%
  • Oracle Corporation-$24.6M -76.5%
  • Microsoft Corporation-$21.3M -29.5%
  • Amazon.com Inc.-$13.9M -11.4%
  • Meta Platforms, Inc.-$12.0M -18.4%
Show all 68

New Positions

  • Bristol-Myers Squibb Co.$8.0M
  • Intuit Inc.$7.6M
  • Cadence Design Systems, Inc.$7.1M
  • EOG Resources Inc$6.8M
  • Workday, Inc.$6.6M
Show all 21

Exited Positions

  • eBay Inc.$18.8M
  • Flutter Entertainment PLC$3.0M
  • Thermo Fisher Scientific, Inc.$2.3M
  • Fortinet, Inc.$2.1M
  • IQVIA Holdings Inc.$1.7M
Show all 12
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 Amazon.com Inc. AMZN 023135106 $107.4M 7.23% 515,806 SH
2 Alphabet Inc. Class C GOOG 02079K107 $100.6M 6.77% 350,665 SH
3 KLA Corporation KLAC 482480100 $90.3M 6.07% 61,315 SH
4 Broadcom Limited AVGO 11135F101 $72.9M 4.90% 235,467 SH
5 Cisco Systems Inc. CSCO 17275R102 $71.3M 4.80% 919,558 SH
6 Meta Platforms, Inc. META 30303M102 $53.4M 3.59% 93,337 SH
7 NVIDIA Corp NVDA 67066G104 $52.9M 3.56% 303,549 SH
8 Microsoft Corporation MSFT 594918104 $50.8M 3.42% 137,292 SH
9 VISA Inc. V 92826C839 $48.2M 3.24% 159,421 SH
10 Alphabet Inc. Class A GOOGL 02079K305 $43.6M 2.93% 151,504 SH
11 Charles Schwab Corp SCHW 808513105 $40.2M 2.71% 427,975 SH
12 Amgen Inc. AMGN 031162100 $38.9M 2.62% 110,466 SH
13 NXP Semiconductors NV NXPI N6596X109 $33.6M 2.26% 170,563 SH
14 JPMorgan Chase & Co JPM 46625H100 $31.5M 2.12% 107,153 SH
15 Adobe Inc. ADBE 00724F101 $30.1M 2.03% 123,922 SH
16 Apple Inc. AAPL 037833100 $28.7M 1.93% 112,894 SH
17 Synopsys Inc. SNPS 871607107 $25.4M 1.71% 64,174 SH
18 Lowes Companies Inc. LOW 548661107 $24.9M 1.67% 105,217 SH
19 Novartis AG NVS 66987V109 $23.9M 1.61% 156,362 SH
20 Chubb Limited CB H1467J104 $23.1M 1.55% 70,807 SH
21 Amphenol Corp. APH 032095101 $21.5M 1.45% 170,008 SH
22 Advanced Micro Devices AMD 007903107 $20.8M 1.40% 102,316 SH
23 NetApp, Inc. NTAP 64110D104 $19.9M 1.34% 194,712 SH
24 Qualcomm Inc. QCOM 747525103 $19.6M 1.32% 151,897 SH
25 Lockheed Martin Corp. LMT 539830109 $19.4M 1.31% 32,133 SH
26 Netflix Inc NFLX 64110L106 $16.8M 1.13% 175,000 SH
27 Laboratory Corp of America LH 504922105 $16.8M 1.13% 62,982 SH
28 Mastercard Inc. MA 57636Q104 $16.4M 1.11% 32,884 SH
29 Akamai Technologies Inc. AKAM 00971T101 $15.7M 1.06% 136,694 SH
30 Rockwell Automation Inc ROK 773903109 $13.1M 0.88% 36,596 SH
31 The Cigna Group CI 125523100 $12.7M 0.86% 47,770 SH
32 Alcon Inc ALC H01301128 $12.6M 0.85% 167,696 SH
33 Gilead Sciences Inc. GILD 375558103 $11.4M 0.77% 81,776 SH
34 McKesson Corp MCK 58155Q103 $10.2M 0.69% 11,814 SH
35 Accenture Plc ACN G1151C101 $9.9M 0.67% 50,123 SH
36 Lam Research Corporation LRCX 512807306 $9.6M 0.64% 44,821 SH
37 Salesforce, Inc CRM 79466L302 $9.2M 0.62% 49,284 SH
38 Bank of New York Mellon Corp. BK 064058100 $8.5M 0.57% 71,510 SH
39 Regeneron Pharmaceuticals REGN 75886F107 $8.2M 0.55% 10,560 SH
40 State Street Corp STT 857477103 $8.1M 0.54% 63,793 SH
41 Bristol-Myers Squibb Co. BMY 110122108 $8.0M 0.54% 131,790 SH
42 Intuit Inc. INTU 461202103 $7.6M 0.51% 17,475 SH
43 Oracle Corporation ORCL 68389X105 $7.5M 0.51% 51,183 SH
44 Cirrus Logic Inc. CRUS 172755100 $7.4M 0.50% 51,192 SH
45 Assurant, Inc. AIZ 04621X108 $7.2M 0.48% 32,938 SH
46 Cadence Design Systems, Inc. CDNS 127387108 $7.1M 0.48% 25,584 SH
47 Amdocs Limited DOX G02602103 $7.1M 0.48% 108,812 SH
48 EOG Resources Inc EOG 26875P101 $6.8M 0.46% 47,091 SH
49 Workday, Inc. WDAY 98138H101 $6.6M 0.45% 50,954 SH
50 Applied Industrial Tech AIT 03820C105 $6.4M 0.43% 23,979 SH
Filing History
Period Filed AUM Holdings Accession
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