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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Oak Asset Management, LLC

Quarter ended Q1 2023 · Filed February 8, 2023 · Accession 0001085146-23-000760

Total Value
$222.7M
Positions
97
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (97)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL161,718$21.0M9.44%
2AMGEN INCAMGN62,399$16.4M7.36%
3CHEVRON CORP NEWCVX73,786$13.2M5.95%
4ABBVIE INCABBV52,138$8.4M3.78%
5RAYTHEON TECHNOLOGIES CORPRTX75,609$7.6M3.43%
6QUALCOMM INCQCOM64,662$7.1M3.19%
7CVS HEALTH CORPCVS76,209$7.1M3.19%
8STRYKER CORPORATIONSYK21,104$5.2M2.32%
9MCDONALDS CORPMCD19,118$5.0M2.26%
10FASTENAL COFAST104,099$4.9M2.21%
11LOWES COS INC54866110722,493$4.5M2.01%
12JOHNSON & JOHNSONJNJ24,741$4.4M1.96%
13NORFOLK SOUTHN CORP65584410817,135$4.2M1.90%
14CONSTELLATION BRANDS INCSTZ16,627$3.9M1.73%
15ORACLE CORPORCL-PD45,558$3.7M1.67%
16FEDEX CORPFDX21,004$3.6M1.63%
17INTEL CORPINTC136,269$3.6M1.62%
18VISA INCV16,937$3.5M1.58%
19PEPSICO INCPEP19,229$3.5M1.56%
20TARGET CORPTGT23,196$3.5M1.55%
21COMCAST CORP NEWCCZ91,285$3.2M1.43%
22PROCTER AND GAMBLE CO74271810920,562$3.1M1.40%
23NIKE INCNKE25,927$3.0M1.36%
24HOME DEPOT INCHD9,367$3.0M1.33%
25MEDTRONIC PLCMDT37,448$2.9M1.31%
26INTERCONTINENTAL EXCHANGE IN45866F10428,176$2.9M1.30%
27EXPEDITORS INTL WASH INC30213010926,926$2.8M1.26%
28JPMORGAN CHASE & COVYLD19,704$2.6M1.19%
29AMERICAN TOWER CORP NEW03027X10012,275$2.6M1.17%
30STARBUCKS CORPSBUX24,442$2.4M1.09%
31UNITEDHEALTH GROUP INCUNH4,441$2.4M1.06%
32INTUITIVE SURGICAL INCISRG8,815$2.3M1.05%
33VERIZON COMMUNICATIONS INCVZ59,283$2.3M1.05%
34MICROSOFT CORPMSFT9,717$2.3M1.05%
35CHURCH & DWIGHT CO INCCHD28,546$2.3M1.03%
36EXXON MOBIL CORPXOM20,573$2.3M1.02%
37CISCO SYS INCCSCO44,046$2.1M0.94%
38PRICE T ROWE GROUP INCTROW18,911$2.1M0.93%
39ISHARES TR46434V62139,381$2.0M0.88%
40COSTCO WHSL CORP NEW22160K1054,236$1.9M0.87%
41MICROCHIP TECHNOLOGY INC.MCHPP27,018$1.9M0.85%
42CATERPILLAR INCCAT7,022$1.7M0.76%
43NVIDIA CORPORATIONNVDA10,713$1.6M0.70%
44MORGAN STANLEYMS-PQ16,928$1.4M0.65%
45AMAZON COM INCAMZN16,375$1.4M0.62%
46REGENERON PHARMACEUTICALSREGN1,885$1.4M0.61%
47ILLINOIS TOOL WKS INC4523081096,128$1.3M0.61%
48AFLAC INCAFL18,454$1.3M0.60%
49AT&T INCT-PC65,235$1.2M0.54%
50V F CORPVFC42,202$1.2M0.52%
51ALPHABET INCGOOG12,840$1.1M0.51%
52ABBOTT LABSABLZF10,135$1.1M0.50%
53CINTAS CORPCTAS2,314$1.0M0.47%
54DIGITAL RLTY TR INC25386810310,337$1.0M0.47%
55AMERISOURCEBERGEN CORPCOR5,450$903,1200.41%
56WASTE MGMT INC DEL94106L1095,517$865,5070.39%
57PFIZER INCPFE16,519$846,4340.38%
58ALPHABET INCGOOG9,340$828,7380.37%
59DISNEY WALT CO2546871069,135$793,6620.36%
60INTERNATIONAL BUSINESS MACHSINTR5,349$753,6640.34%
61BERKSHIRE HATHAWAY INC DELBRK-A2,293$708,3080.32%
62WALMART INCWMT4,631$656,6290.29%
63PNC FINL SVCS GROUP INC6934751054,126$651,6600.29%
64BRISTOL-MYERS SQUIBB COCELG-RI8,480$610,1360.27%
65ALIBABA GROUP HLDG LTDBBAAY6,610$582,2750.26%
66BARRICK GOLD CORP06790110833,600$577,2480.26%
67GOLDMAN SACHS GROUP INCGSCE1,645$564,8600.25%
68ISHARES TR4642875072,233$540,1400.24%
69BOOKING HOLDINGS INCBKNG249$501,8050.23%
70SCIENCE APPLICATIONS INTL CO8086251074,410$489,2010.22%
71TOLL BROTHERS INCTOL9,675$482,9760.22%
72MERCK & CO INCMRK4,045$448,7930.20%
73COCA COLA COKO6,750$429,3680.19%
74SPDR SER TR78464A7633,325$415,9910.19%
75META PLATFORMS INCMETA3,166$380,9960.17%
76VANGUARD SPECIALIZED FUNDS9219088442,470$375,0940.17%
77NORWEGIAN CRUISE LINE HLDG LNCLH29,700$363,5280.16%
78ATMOS ENERGY CORPATO3,185$356,9430.16%
79SEMPRASREA2,248$347,4060.16%
80ISHARES TR46429B6895,453$346,7290.16%
81AMERICAN EXPRESS COAXP2,246$331,8470.15%
82EDWARDS LIFESCIENCES CORPEW4,223$315,0780.14%
83DOMINOS PIZZA INCDPZ906$313,8380.14%
84SPDR S&P 500 ETF TRSPY815$311,6800.14%
85BANK AMERICA CORP0605051048,860$293,4430.13%
86UNION PAC CORPUNP1,297$268,5700.12%
87PAYPAL HLDGS INCPYPL3,702$263,6560.12%
88FORTUNE BRANDS INNOVATIONS IFBIN4,488$256,3100.12%
89ADOBE SYSTEMS INCORPORATEDADBE760$255,7630.11%
90UNITED PARCEL SERVICE INCUPS1,461$253,9800.11%
91VANGUARD INDEX FDS9229086371,361$237,0860.11%
92VALERO ENERGY CORPVLO1,849$234,5640.11%
93NETFLIX INCNFLX785$231,4810.10%
94CUMMINS INCCMI901$218,3030.10%
95LOCKHEED MARTIN CORPLMT428$208,2180.09%
96TESLA INCTSLA1,667$205,3410.09%
97SHARECARE INC81948W10421,976$35,1620.02%