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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 Q2 2023 · Filed April 14, 2023 · Accession 0001085146-23-001691

Total Value
$232.0M
Positions
97
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (97)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL158,651$26.2M11.28%
2AMGEN INCAMGN62,971$15.2M6.56%
3CHEVRON CORP NEWCVX74,078$12.1M5.21%
4QUALCOMM INCQCOM64,570$8.2M3.55%
5ABBVIE INCABBV50,860$8.1M3.49%
6RAYTHEON TECHNOLOGIES CORPRTX75,300$7.4M3.18%
7CVS HEALTH CORPCVS80,552$6.0M2.58%
8FASTENAL COFAST103,553$5.6M2.41%
9STRYKER CORPORATIONSYK19,428$5.5M2.39%
10MCDONALDS CORPMCD18,978$5.3M2.29%
11FEDEX CORPFDX20,921$4.8M2.06%
12INTEL CORPINTC137,837$4.5M1.94%
13LOWES COS INC54866110722,440$4.5M1.93%
14ORACLE CORPORCL-PD44,800$4.2M1.79%
15JOHNSON & JOHNSONJNJ25,307$3.9M1.69%
16VISA INCV16,881$3.8M1.64%
17TARGET CORPTGT22,938$3.8M1.64%
18CONSTELLATION BRANDS INCSTZ16,562$3.7M1.61%
19NORFOLK SOUTHN CORP65584410817,554$3.7M1.60%
20PEPSICO INCPEP19,404$3.5M1.52%
21COMCAST CORP NEWCCZ92,413$3.5M1.51%
22NIKE INCNKE25,161$3.1M1.33%
23MEDTRONIC PLCMDT38,130$3.1M1.33%
24PROCTER AND GAMBLE CO74271810920,452$3.0M1.31%
25INTERCONTINENTAL EXCHANGE IN45866F10428,781$3.0M1.29%
26NVIDIA CORPORATIONNVDA10,653$3.0M1.28%
27EXPEDITORS INTL WASH INC30213010926,128$2.9M1.24%
28MICROSOFT CORPMSFT9,717$2.8M1.21%
29HOME DEPOT INCHD9,429$2.8M1.20%
30JPMORGAN CHASE & COVYLD19,580$2.6M1.10%
31AMERICAN TOWER CORP NEW03027X10012,466$2.5M1.10%
32STARBUCKS CORPSBUX23,788$2.5M1.07%
33CHURCH & DWIGHT CO INCCHD27,710$2.4M1.06%
34VERIZON COMMUNICATIONS INCVZ61,489$2.4M1.03%
35CISCO SYS INCCSCO43,557$2.3M0.98%
36MICROCHIP TECHNOLOGY INC.MCHPP26,885$2.3M0.97%
37INTUITIVE SURGICAL INCISRG8,765$2.2M0.97%
38EXXON MOBIL CORPXOM20,383$2.2M0.96%
39COSTCO WHSL CORP NEW22160K1054,281$2.1M0.92%
40UNITEDHEALTH GROUP INCUNH4,441$2.1M0.90%
41ISHARES TR46434V62139,556$2.0M0.85%
42PRICE T ROWE GROUP INCTROW17,253$1.9M0.84%
43AMAZON COM INCAMZN15,365$1.6M0.68%
44CATERPILLAR INCCAT6,931$1.6M0.68%
45REGENERON PHARMACEUTICALSREGN1,885$1.5M0.67%
46MORGAN STANLEYMS-PQ16,828$1.5M0.64%
47ILLINOIS TOOL WKS INC4523081095,999$1.5M0.63%
48WASTE MGMT INC DEL94106L1098,497$1.4M0.60%
49ALPHABET INCGOOG12,660$1.3M0.57%
50AFLAC INCAFL18,272$1.2M0.51%
51AT&T INCT-PC60,735$1.2M0.50%
52V F CORPVFC48,832$1.1M0.48%
53CINTAS CORPCTAS2,334$1.1M0.47%
54DIGITAL RLTY TR INC25386810310,868$1.1M0.46%
55ABBOTT LABSABLZF10,063$1.0M0.44%
56ALPHABET INCGOOG9,600$998,4000.43%
57AMERISOURCEBERGEN CORPCOR5,175$828,5690.36%
58DISNEY WALT CO2546871067,385$739,4750.32%
59INTERNATIONAL BUSINESS MACHSINTR5,353$701,7400.30%
60WALMART INCWMT4,631$682,8410.29%
61ALIBABA GROUP HLDG LTDBBAAY6,610$675,4100.29%
62BOOKING HOLDINGS INCBKNG249$660,4500.28%
63PFIZER INCPFE16,176$659,9810.28%
64BARRICK GOLD CORP06790110833,800$627,6660.27%
65BERKSHIRE HATHAWAY INC DELBRK-A1,843$569,0630.25%
66ISHARES TR4642875072,228$557,3560.24%
67GOLDMAN SACHS GROUP INCGSCE1,645$538,0960.23%
68META PLATFORMS INCMETA2,466$522,6440.23%
69PNC FINL SVCS GROUP INC6934751054,106$521,8730.22%
70TOLL BROTHERS INCTOL8,425$505,7530.22%
71SCIENCE APPLICATIONS INTL CO8086251074,410$473,8990.20%
72MERCK & CO INCMRK4,045$430,3480.19%
73COCA COLA COKO6,733$417,6480.18%
74SPDR SER TR78464A7633,325$411,3360.18%
75NORWEGIAN CRUISE LINE HLDG LNCLH29,700$399,4650.17%
76VANGUARD SPECIALIZED FUNDS9219088442,470$380,4640.16%
77AMERICAN EXPRESS COAXP2,246$370,4780.16%
78ISHARES TR46429B6895,408$365,8510.16%
79ATMOS ENERGY CORPATO3,185$357,8670.15%
80EDWARDS LIFESCIENCES CORPEW4,211$348,3760.15%
81TESLA INCTSLA1,652$342,7240.15%
82SEMPRASREA2,235$337,8430.15%
83BANK AMERICA CORP06050510411,452$327,5270.14%
84UNITED PARCEL SERVICE INCUPS1,591$308,6380.13%
85ADOBE SYSTEMS INCORPORATEDADBE780$300,5890.13%
86DOMINOS PIZZA INCDPZ906$298,8620.13%
87PAYPAL HLDGS INCPYPL3,726$282,9520.12%
88SPDR S&P 500 ETF TRSPY665$272,2440.12%
89NETFLIX INCNFLX785$271,2020.12%
90FORTUNE BRANDS INNOVATIONS IFBIN4,488$263,5800.11%
91VALERO ENERGY CORPVLO1,849$258,1200.11%
92VANGUARD INDEX FDS9229086371,361$254,2480.11%
93UNION PAC CORPUNP1,177$236,8830.10%
94BRISTOL-MYERS SQUIBB COCELG-RI3,415$236,6940.10%
95EDISON INTL2810201073,061$216,0760.09%
96CUMMINS INCCMI901$215,2310.09%
97SHARECARE INC81948W10421,976$31,2060.01%